In an effort to ensure their wishes are met and avoid disputes among family members a person may include what is called a no contest clause in a will or other estate planning document. The no contest clause is a legal... Continue Reading
Beneficiaries shared in the gain or depreciation of an asset during the pendency of an estate proceeding, so an asset of an estate was valued as of the time of distribution. The court ordered that one beneficiary... Continue Reading
Trail court erred in relying upon will scrivener to establish testator’s testamentary capacity and erroneously denied appeal from probate where proponents failed to overcome prima facie evidence... Continue Reading
A third-party beneficiary had standing in this trust dispute. The court denied a summary judgment motion because an issue of fact existed as to one of the terms of a settlement agreement. Maurice H. Ryman created a trust in... Continue Reading
The court directed objector in this estate matter to pay the responding party’s attorney fees under 42 Pa. C.S. 25037 where the pro se objector engaged in dilatory, obdurate and vexations conduct such that a straightforward... Continue Reading