The orphans’ court properly refused to order an accounting of agent’s exercise of the power of attorney decedent had given her because decedent’s daughter had no standing to request the accounting where the asset transfers... Continue Reading
It is typically very difficult to challenge a will. Approximately 99 percent of wills pass through probate without issue. Wills are seen by the courts as the voice of the testator, the person who wrote the will. Since that... Continue Reading
A party contesting a will failed to meet her burden of proof, because she did not present any testimony or documentary evidence in support of her claims of undue influence or lack of testamentary capacity. Decedent Michael... Continue Reading
Petitioner was entitled to remove respondent as the corporate trustee of her special needs trust and replace it with a successor trustee where the express terms of the trust agreement gave her authority to remove a corporate... Continue Reading
The court surcharged an accountant appointed as guardian of an elderly woman’s person and estate where funds went inexplicably missing from the estate and the guardian engaged in self-dealing. The court sustained objections to... Continue Reading