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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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Kenneth C. Gardner

Collection, Trusts, Divorce, Estate Planning

Status: In Good Standing

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600 Eden Road, Lancaster, PA 17601

James S. McClellan

Power of Attorney, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 14 Years

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113 South Broad Street, Kennett Square, PA 19348

Nancy Mayer Hughes

International Tax, Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 40 Years

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126 E King St, Lancaster, PA 17602

Alan D. Niebel

Social Security, Trusts, Gift Taxation, Discrimination

Status: In Good Standing Licensed: 18 Years

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1861 Santa Barbara Drive, Lancaster, PA 17601

Tristan Arthur Herschaft

Workers' Compensation, Family Law, Banking & Finance, Medical Malpractice, Trusts

Status: In Good Standing Licensed: 12 Years

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28 Hager St, Lancaster, PA 17603

Michael J. Lyons

Trusts, Estate Planning, Wills & Probate, Family Law

Status: In Good Standing Licensed: 48 Years

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6 Ponds Edge Dr, Chadds Ford, PA 19317

R. Steven Porreca

Litigation, Trusts, Commercial Real Estate, Estate

Status: In Good Standing

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38 Beaver Run Road, Downingtown, PA 19335

R Porreca

Lawsuit & Dispute, Living Wills, Trusts, Estate

Status: In Good Standing

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38 Beaver Run Road, Downingtown, PA 19335

Cara Elizabeth Williams

Wills & Probate, Trusts, Estate Planning, Employment

Status: In Good Standing Licensed: 22 Years

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905 General Wayne Drive, West Chester, PA 19382

Kristen Matthews

Wills & Probate, Trusts, Elder Law, Civil & Human Rights

Status: In Good Standing

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403 W Lincoln Hwy, Exton, PA 19341

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

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.

CURATOR

See conservator.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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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Oxford Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Kenneth C. Gardner

James S. McClellan

Nancy Mayer Hughes

Alan D. Niebel

Tristan Arthur Herschaft

Michael J. Lyons

R. Steven Porreca

R Porreca

Cara Elizabeth Williams

Kristen Matthews

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

DISINHERIT

TAKING AGAINST THE WILL

INVESTOR

AUGMENTED ESTATE

CURATOR

SPECIAL ADMINISTRATOR

CERTIFIED COPY

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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