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Richard H. Morton
About | Practice Areas
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
3. Practice AreasExpertise
  Estate Law
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Karen Ulmer

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Divorce & Family Law, Family Law, Estate, Power of Attorney, Mediation

We are on your side when you are going through Divorce and Custody matters

Karen Ulmer is an attorney licensed to practice in both PA & NJ. Ms. Ulmer founded the law firm in 2001, concentrating her practice in the area of fa... (more)

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CONTACT

215-752-6200

174 Middletown Boulevard, Suite 300, Langhorne, PA 19047

Marshal Harold Davis

Business, Business Organization, Real Estate, Tax, Estate

Aggressive & Effective Legal Representation

Davis Law’s CEO is Marshal H. Davis, Esquire, MBA, LLM. Davis Law is a Bucks County law firm and serves the Philadelphia area and its suburbs, New ... (more)

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267-482-9595

P.O. Box 364, Jamison, PA 18929

Kevin L. Hand

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Criminal, Family Law, Estate, Personal Injury

Kevin L. Hand, a Partner of Kardos, Rickles & Hand, P.C., concentrates his practice on domestic relations and criminal law. Mr. Hand’s criminal pr... (more)

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800-835-0390

626 South State Street, Newtown, PA 18940

Michael G. Fitzpatrick

Education, Municipal, Estate Planning, Family Law

Status: In Good Standing

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680 Middletown Blvd, Langhorne, PA 19047

Robert J. Opalka

Family Law, Wills & Probate, Patent, Wills

Status: In Good Standing

CONTACT

301 Oxford Valley Road, Morrisville, PA 19067

Maureen L. Anderson

Estate, Estate Administration, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

605 Farm Lane, Doylestown, PA 18901

Maureen T. Gatto

Family Law, Guardianships & Conservatorships, Litigation, Living Wills

Status: In Good Standing

FREE CONSULTATION

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Neshaminy Valley Commons, 2410 Bristol Road, Bensalem, PA 19020

Ann Hook Belknap

Wills, Wills & Probate, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

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Makefield Executive Quarters, 301 Oxford Valley Road, Morrisville, PA 19067

Pamela Miller McGrath

Wills, Family Law, Divorce, Child Custody

Status: In Good Standing Licensed: 27 Years

CONTACT

4230 Bensalem Blvd, Bensalem, PA 19020

Wendy J. Ashby

Mediation, Wills & Probate, Custody & Visitation, Divorce & Family Law, Elder Law

Status: In Good Standing

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CONTACT

246 W. Broad St., Quakertown, PA 18951

800-923-0641

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LEGAL TERMS

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

SURROGATE COURT

See probate court.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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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Bucks County, PA Estate Lawyers

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Karen Ulmer

Marshal Harold Davis

Kevin L. Hand

Michael G. Fitzpatrick

Robert J. Opalka

Maureen L. Anderson

Maureen T. Gatto

Ann Hook Belknap

Pamela Miller McGrath

Wendy J. Ashby

TIPS

LEGAL TERMS

PER CAPITA

TRUST MERGER

GROSS ESTATE

CHARITABLE TRUST

IRREVOCABLE TRUST

ACCUMULATION TRUST

SUCCESSION

SURROGATE COURT

RESIDUARY 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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