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Richard H. Morton
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Ryan, Morton & Imms, LLC
220 West Gay Street West Chester, PA 19380» view map
Estate and Business Law
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610-430-1425
1. Richard H. Morton West Chester, PA
  Attorney at Law, PA
  Widener University School of Law, J.D. 1984
2. AboutRyan, Morton & Imms, LLC
  The Lawyers on Your Side
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  Estate Law
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Steven Lloyd Sugarman

Immigration, Estate, Employment, Collection

Status: In Good Standing

CONTACT

1273 Lancaster Ave, Berwyn, PA 19312

Philip G. Curtin

Tax, Real Estate, Estate Planning, Estate, Discrimination

Status: In Good Standing Licensed: 37 Years

CONTACT

1231 Lancaster Ave, Berwyn, PA 19312

John T. Curtin

Bankruptcy, Business Organization, Contract, Estate Planning

Status: Suspended Licensed: 74 Years

CONTACT

1231 Lancaster Avenue, Berwyn, PA 19312

Kimberly Cline Gibney

Divorce & Family Law, Wills & Probate, Accident & Injury

Status: In Good Standing Licensed: 33 Years

CONTACT

1171 Lancaster Ave, Berwyn, PA 19312

Christopher Michael Harvey

International Tax, International, Estate, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

800 Lancaster Ave, Berwyn, PA 19312

Lynne M. Spangler

Estate Planning

Status: In Good Standing

CONTACT

800 Lancaster Avenue, Berwyn, PA 19312

Anthony L. Marone

Estate, Divorce & Family Law, Bankruptcy & Debt

Status: In Good Standing Licensed: 31 Years

CONTACT

800 Lancaster Avenue, Berwyn, PA 19312

Dean Michael Beer

Other, Estate, Divorce & Family Law, Civil Rights

Status: In Good Standing

CONTACT

547 Daventry Rd, Berwyn, PA 19312

Thomas W. Flynn

Income Tax, Corporate Tax, Tax, Gift Taxation, Wills & Probate

Status: In Good Standing Licensed: 38 Years

CONTACT

19 Waterloo Ave, Berwyn, PA 19312

Robert B. Shoemaker

Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

1800 E Lancaster Ave, Paoli, PA 19301

800-923-0641

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LEGAL TERMS

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

Â¶ 2 Matthew Considine died on May 23, 2000. On June 2, 2005, the administrator of his estate [1] filed a civil action in the Montgomery County Court of Common Pleas naming Wachovia Bank [2] and Appellee Robert E. Rozinski defendants. The complaint alleged that Appellee was ...

In re Estate of Sauers

Â¶ 2 Pursuant to an employee group benefit plan, effective June 1, 1997, Paul J. Sauers, III, ("Decedent") obtained a $40,000.00 life insurance policy issued by the Hartford Life Insurance Company ("Insurer"). There is no dispute that the insurance policy is part of an employee ...

Estate of Hicks v. Dana Companies, LLC

Â¶ 1 This is a consolidated appeal from the judgment entered against Appellants, Dana Companies, LLC f/k/a Dana Corporation (Dana) and John Crane, Inc., f/k/a Crane Packing (Crane), in this products liability action initiated by Appellee, the Estate of Louis A. Hicks, ...

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Berwyn Estate Lawyer, Pennsylvania, page 3

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Steven Lloyd Sugarman

Philip G. Curtin

John T. Curtin

Kimberly Cline Gibney

Christopher Michael Harvey

Lynne M. Spangler

Anthony L. Marone

Dean Michael Beer

Thomas W. Flynn

Robert B. Shoemaker

TIPS

LEGAL TERMS

AB TRUST

ANCILLARY PROBATE

CERTIFIED COPY

GRANTOR

SURVIVING SPOUSE'S TRUST

BENEFICIARY

TAKING AGAINST THE WILL

INVESTOR

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

In re Estate of Sauers

Estate of Hicks v. Dana Companies, LLC

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