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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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J. Michael Dorezas

Education, Estate Administration, Litigation, Trusts

Status: In Good Standing

CONTACT

401 Allegheny Street, Hollidaysburg, PA 16648

Merle K. Evey

Corporate, Estate Administration, Trusts, Wills

Status: In Good Standing

CONTACT

401 Allegheny Street, Hollidaysburg, PA 16648

James A Favero

Real Estate, Wills & Probate, Trusts, Workers' Compensation, Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

250 Arch St, Kittanning, PA 16201

James R Antoniono

Real Estate, Wills & Probate, Trusts, Personal Injury

Status: In Good Standing Licensed: 45 Years

CONTACT

87 2Nd St, Leechburg, PA 15656

Jeff Fleming

Real Estate, Trusts, Wills & Probate

Status: In Good Standing

CONTACT

1218 11th Ave, Altoona, PA 16601

Benjamin I. Levine

Estate Administration, Real Estate, Trusts, Wills

Status: Retired Licensed: 61 Years

CONTACT

401 Allegheny St, Hollidaysburg, PA 16648

Clyde O. Black

Estate Administration, Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 59 Years

CONTACT

401 Allegheny St, Hollidaysburg, PA 16648

James Irwin

Real Estate, Traffic, Wills & Probate, Trusts

Status: In Good Standing Licensed: 52 Years

CONTACT

3058 Leechburg Rd, New Kensington, PA 15068

Dallas Margaret McGuirk

Real Estate, Wills & Probate, Trusts, Family Law

Status: In Good Standing

CONTACT

3 Bird Cage Walk, Hollidaysburg, PA 16648

Diane E Hasek

Bankruptcy, Real Estate, Trusts

Status: In Good Standing Licensed: 34 Years

CONTACT

203 S Main St, Seneca, PA 16346

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LEGAL TERMS

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.

CERTIFICATION OF TRUST

See abstract of trust.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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).

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

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.

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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Punxsutawney Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

J. Michael Dorezas

Merle K. Evey

James A Favero

James R Antoniono

Jeff Fleming

Benjamin I. Levine

Clyde O. Black

James Irwin

Dallas Margaret McGuirk

Diane E Hasek

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

CERTIFICATION OF TRUST

REAL ESTATE AGENT

TRUSTEE

ESTATE TAXES

PER CAPITA

NONPROBATE

TAKING AGAINST THE WILL

LAPSE

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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