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215 results for '* topic:"Trusts and Estates"' You can use Search Constraints to get even better search results
Publication Date: 2024-08-02
Practice Area: Trusts and Estates
Industry: Real Estate
Court: Superior Court
Judge: Judge Bowes
Attorneys: For plaintiff:
for defendant:
Case Number: 2500 EDA 2023
The court reversed the decree of the orphans court denying appellant's petition seeking specific performance of an agreement for the sale of real estate with a beneficiary of an estate.
Publication Date: 2024-07-26
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Bucks County
Judge: Judge Trauger
Attorneys: For plaintiff:
for defendant:
Case Number: 2014-E0597
Appellant brought an interlocutory appeal from the court's order decreeing the scope of a surcharge that it could impose against a self-dealing fiduciary and certain non-beneficiary third-parties. The court concluded that its order should be affirmed where it properly determined that it had authority to impose a surcharge equal to the total financial benefit received by the fiduciary and/or his non-party family members who are not beneficiaries of the trust.
Publication Date: 2024-07-19
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Panella
Attorneys: For plaintiff:
for defendant:
Case Number: 942 EDA 2023
Incapacitated mother's daughter appealed the county orphans' court's decree finding mother incapacitated and appointing daughter's siblings as guardians of mother's person. The court affirmed, concluding the orphans' court acted within its discretion in light of evidence of mother's preference and the personal care provided to mother by daughter's siblings.
Publication Date: 2024-07-19
Practice Area: Trusts and Estates
Industry: Real Estate | State and Local Government
Court: Commonwealth Court
Judge: Judge Cannon
Attorneys: For plaintiff:
for defendant:
Case Number: 502 F.R. 2022
Petitioner sought review of an order of the Board of Finance and Revenue which upheld a Board of Appeals determination and the assessment of realty transfer tax on the transfer of a real estate company. The court reversed, holding that the transfer at issue was not subject to realty transfer tax because it was a transfer from a trustee of a living trust after the death of the settlor to the beneficiary of a living trust.
Publication Date: 2024-07-19
Practice Area: Trusts and Estates
Industry: E-Commerce
Court: Courts of Common Pleas, Fayette County
Judge: Judge Leskinen
Attorneys: For plaintiff:
for defendant:
Case Number: 236 OC 2021
Appellant appealed the court's order declaring that a will was a forgery and striking it from the record. The court offered an opinion in support of its order, declaring that clear, direct, precise, and convincing evidence demonstrated that a purported 2005 will was a forgery where it was created using an electronic form that first became available in 2016.
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Publication Date: 2024-07-12
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Lycoming County
Judge: Judge Carlucci
Attorneys: For plaintiff:
for defendant:
Case Number: CV 24-00195
The court granted in part and denied in part defendant's preliminary objections to plaintiffs' complaint.
Publication Date: 2024-07-05
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Chester County
Judge: Judge Binder
Attorneys: For plaintiff:
for defendant:
Case Number: 1521-2917
The court detailed its reasons for granting the petition for appeal of the executrix from the Register's refusal to admit a will executed during the COVID-19 pandemic via DocVerify and determining that the signature on the will affixed by the software program to a virtual document later printed as a hardcopy met the requirements of Pennsylvania law.
Publication Date: 2024-06-28
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Nichols
Attorneys: For plaintiff:
for defendant:
Case Number: 2771 EDA 2022
Appellant appealed from the orphans' court's order removing him as administrator of his deceased mother's estate and appointing a replacement administratrix. The court affirmed, holding that the orphans' court had subject matter jurisdiction where appellant failed to establish that his absent siblings were indispensable parties to the proceedings, as they had previously renounced their right to administer decedent's estate and appellant identified no other right or interest that required their joinder.
Publication Date: 2024-06-14
Practice Area: Trusts and Estates
Industry: Health Care
Court: Courts of Common Pleas, Bucks County
Judge: Judge Fritsch
Attorneys: For plaintiff:
for defendant:
Case Number: 2023-E0229
The court requested that its decree - lifting the stay of its May 15, 2023 decree granting appellee the authority to decline life sustaining treatment be affirmed.
Publication Date: 2024-05-03
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Roberts
Attorneys: For plaintiff:
for defendant:
Case Number: 1483 CD 2023
Estate executor appealed the court's order dismissing the estate's appeal of a local agency decision. The court concluded that its decision should affirmed where the estate executor was not an attorney and had failed to retain counsel to represent the estate before the court.
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