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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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Includes: Gift Taxation

Eric P. Wilenzik

Tax, Contract, Estate Planning, Employment

Status: In Good Standing

FREE CONSULTATION

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2605 North Broad Street, Lansdale, PA 19446

Barry A. Furman

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

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Union Meeting Corporate Center, 910 Harvest Drive, Blue Bell, PA 19422

Dirk M. Simpson

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

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Union Meeting Corporate Center, 910 Harvest Drive, Blue Bell, PA 19422

John P. Mcguire

Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

552 Ridge Rd, Souderton, PA 18969

Janet E. Amacher

Estate Planning, Estate, Business & Trade, Business

Status: In Good Standing

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471 Hill Road, Green Lane, PA 18054

Erin Lupton Hillyard

General Practice

Status: In Good Standing

CONTACT

2206 Locust Dr, Lansdale, PA 19446

Erin Lupton Hillyard

Insurance, Litigation, Estate Planning, Trusts

Status: In Good Standing Licensed: 18 Years

CONTACT

2206 Locust Dr, Lansdale, PA 19446

Erin Hillyard

Insurance, Litigation, Estate Planning, Trusts

Status: In Good Standing Licensed: 18 Years

CONTACT

2206 Locust Dr, Lansdale, PA 19446

George W. Tracy

Estate Planning

Status: Deceased Licensed: 67 Years

CONTACT

1320 Stonybrook Ln, Lansdale, PA 19446

Robert H. Lefevre

Lawsuit & Dispute, Estate Planning, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

360 W Main, Collegeville, PA 19426

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

FAMILY POT TRUST

See pot trust.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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).

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SAMPLE LEGAL CASES

In re Estate of Field

... NT, 5/31/07, at 100. At the meeting, Gilbert provided decedent with a red binder containing various completed estate planning documents, including the executed living trust agreement, which Gilbert had retained for notarization after his initial meeting with decedent. Id. ...

IN RE ESTATE OF SLOMSKI

... appellants cite 20 Pa.CSA Â§ 5601.2(e), Equity, which provides: "An agent and the donee of a gift shall be liable as equity and justice may require to the extent that, as determined by the court, a gift made by the agent is inconsistent with prudent estate planning or financial ...

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

... However, the trial court agreed that Landowner's argument that denial of the variances will limit his ability to subdivide the property for estate planning purposes or to separately sell one of the parcels is meritless because economic and personal considerations, in and of ...

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Salfordville Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Eric P. Wilenzik

Barry A. Furman

Dirk M. Simpson

John P. Mcguire

Janet E. Amacher

Erin Lupton Hillyard

Erin Lupton Hillyard

Erin Hillyard

George W. Tracy

Robert H. Lefevre

TIPS

LEGAL TERMS

KINDRED

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ABATEMENT

FAMILY POT TRUST

SELF-PROVING WILL

QDOT TRUST

PER CAPITA

ALTERNATE BENEFICIARY

STATUTORY SHARE

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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