The Pennsylvania Superior Court erred in holding that §7740.1 did not exclude modifications to a trust in a case where beneficiaries asked the court to allow the trust to be modified to include a portability provision because... Continue Reading
In Giteison v. Quinn, 987 N.Y.S.2d 329 (App. Div. 2014), the decedent, Dinko, had nine siblings; he died leaving no widow or children of his own. He executed a will in 1990 that left certain real property to two of his sisters... Continue Reading
Insurance beneficiary designation was not statutorily invalidated due to the pendency of a divorce proceeding between the insured decedent and named beneficiary. Colleen and Matthew Easterday cross-appealed from the... Continue Reading
Orphans’ court did not err in denying photocopy of will to probate, where court credited forensic examiner’s testimony indicating discrepancies with the photocopy raising questions of the document’s authenticity, and found... Continue Reading
How Death Taxes in Philadelphia affect your Inheritance The death of a property owner in Philadelphia can trigger several taxes. Your estate may be subject to income taxes, inheritance taxes, capital gain taxes, and estate... Continue Reading