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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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Rodney Allen Beard

General Practice

Status: In Good Standing Licensed: 37 Years

CONTACT

101 N Allegheny St, Bellefonte, PA 16823

Tony Jesko

Trusts, Bankruptcy, Dispute Resolution, Criminal

Status: In Good Standing Licensed: 14 Years

CONTACT

2121 Old Gatesburg Rd, State College, PA 16803

Douglas C. Loviscky

General Practice

Status: In Good Standing Licensed: 28 Years

CONTACT

1500 W College Ave, State College, PA 16801

Jeffrey M. Bower

Construction, Trusts, Employment Discrimination, Divorce

Status: In Good Standing Licensed: 51 Years

CONTACT

403 S Allen St, State College, PA 16801

Richard L. Kalin

Commercial Real Estate, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

905 Robin Rd, State College, PA 16801

James Lowell Green

Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

919 University Dr, State College, PA 16801

Gary A. Delafield

Commercial Real Estate, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 52 Years

CONTACT

916 S Atherton St, State College, PA 16801

Daniel E. Bright

International Tax, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

811 University Dr, State College, PA 16801

Rosadele T. Kauffman

Commercial Real Estate, Wills & Probate, Trusts, Family Law

Status: In Good Standing Licensed: 37 Years

CONTACT

432 Rolling Ridge Dr, State College, PA 16801

800-923-0641

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LEGAL TERMS

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.

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SAMPLE LEGAL CASES

Petow v. Warehime

... In 1988, Alan created two voting trusts, one with his children and the other with his five grandchildren. Alan was designated as the sole voting trustee for both trusts. By their terms, both trusts were due to expire in 1998, ten years after their creation. ...

In re Estate of Stephano

... Instead, the court relied on the subsequently created Restatement of Trusts as instructing that Blechstein's position â€” that a trust was created for her benefit â€” was correct. ... See Restatement (First) of Trusts Â§ 10 ("An equitable charge is not a trust."). ...

City of Phila. v. CUMBERLAND COUNTY BD.

18 A.3d 421 (2011). CITY OF PHILADELPHIA, Trustee Under the Will of Stephen Girard, Deceased, Acting by the Board of Directors of City Trusts v. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellant. No. 1725 CD 2010. ...

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Grassflat Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Rodney Allen Beard

Tony Jesko

Douglas C. Loviscky

Jeffrey M. Bower

Richard L. Kalin

James Lowell Green

Gary A. Delafield

Daniel E. Bright

Rosadele T. Kauffman

TIPS

LEGAL TERMS

TRUST MERGER

ANCILLARY PROBATE

PETITION

GRANTOR RETAINED INCOME TRUST

LETTERS TESTAMENTARY

LAPSE

FAILURE OF ISSUE

ENTITY

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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