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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
3. Practice AreasExpertise
  Estate Law
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Carol A. Behers

Trusts, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing

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437 Grant Street, Pittsburgh, PA 15219

Lynne Nordenberg

Estate Planning, Family Law, Trusts

Status: In Good Standing

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420 Fort Duquesne Boulevard, Pittsburgh, PA 15222

John S. Morrow

Estate Administration, Wills & Probate, Trusts, Wills

Status: In Good Standing

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1187 Thorn Run Road, Coraopolis, PA 15108

Sherri K. Adelkoff

International Tax, Trusts

Status: In Good Standing

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1159 S Negley Ave, Pittsburgh, PA 15217

Lorraine A. Smith

International Tax, Trusts, Elder Law, Business, Estate

Status: In Good Standing

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Pittsburgh, PA 15234

James Irwin

Real Estate, Traffic, Wills & Probate, Trusts

Status: In Good Standing Licensed: 52 Years

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3058 Leechburg Rd, New Kensington, PA 15068

Roslyn L. Berger

Real Estate, Wills & Probate, Trusts, Family Law

Status: In Good Standing Licensed: 31 Years

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985 Penn St, Brackenridge, PA 15014

James R Antoniono

Real Estate, Wills & Probate, Trusts, Personal Injury

Status: In Good Standing Licensed: 45 Years

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87 2Nd St, Leechburg, PA 15656

Susan Rockman

Business & Trade, Estate Planning, Trusts

Status: Retired Licensed: 53 Years

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401 Liberty Ave, Pittsburgh, PA 15222

Patrick J. Felix

Real Estate Other, Trusts, Estate

Status: In Good Standing Licensed: 40 Years

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213 E Main St, Carnegie, PA 15106

800-923-0641

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LEGAL TERMS

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

IRREVOCABLE TRUST

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

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

CURATOR

See conservator.

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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Manor Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Carol A. Behers

Lynne Nordenberg

John S. Morrow

Sherri K. Adelkoff

Lorraine A. Smith

James Irwin

Roslyn L. Berger

James R Antoniono

Susan Rockman

Patrick J. Felix

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

DISINHERIT

IRREVOCABLE TRUST

RESIDUARY BENEFICIARY

SELF-PROVING WILL

ACCUMULATION TRUST

TESTAMENTARY TRUST

ALTERNATE BENEFICIARY

CURATOR

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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