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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

Lisa Galloway Monzo

Litigation, Estate Planning, Family Law, Criminal

Status: In Good Standing

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1100 Summit Drive, Greensburg, PA 15601

Nancy L. Harris

Family Law, Wills & Probate, Estate Planning, Real Estate

Status: In Good Standing

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Belden Building, 117 North Main Street, Greensburg, PA 15601

Harvey J. Eger

Corporate, Business Organization, Estate Administration, Estate Planning

Status: In Good Standing

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1004 Ligonier Street, Latrobe, PA 15650

Meagan Bilik DeFazio

Criminal, Estate Planning, Family Law, Real Estate

Status: In Good Standing

FREE CONSULTATION

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126 South Pennsylvania Avenue, Greensburg, PA 15601

Jeffrey D. Monzo

Litigation, Estate Planning, Family Law, Criminal

Status: In Good Standing

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1100 Summit Drive, Greensburg, PA 15601

Christopher D Nakles

Defamation & Slander, Estate Planning, Family Law, Litigation

Status: In Good Standing

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1004 Ligonier Street, Latrobe, PA 15650

Scott A. Fatur

Farms, Estate Planning, Divorce, Business Organization

Status: In Good Standing

FREE CONSULTATION

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140 South Main Street, Greensburg, PA 15601

Peter J. Gough

Real Estate, Litigation, Estate Planning, Workers' Compensation, Family Law

Status: In Good Standing Licensed: 34 Years

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550 E Pittsburgh St, Greensburg, PA 15601

David K. Lucas

Farms, Estate Planning, Divorce, Personal Injury

Status: In Good Standing Licensed: 35 Years

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140 S Main St, Greensburg, PA 15601

Leslie J. Mlakar

Real Estate, Municipal, Estate Planning, Family Law

Status: In Good Standing Licensed: 54 Years

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117 N Main St, Greensburg, PA 15601

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LEGAL TERMS

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

CERTIFICATION OF TRUST

See abstract of trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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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Calumet Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Lisa Galloway Monzo

Nancy L. Harris

Harvey J. Eger

Meagan Bilik DeFazio

Jeffrey D. Monzo

Christopher D Nakles

Scott A. Fatur

Peter J. Gough

David K. Lucas

Leslie J. Mlakar

TIPS

LEGAL TERMS

PROVING A WILL

GRANTOR

CONSERVATOR

GENERATION-SKIPPING TRANSFER TAX

CERTIFICATION OF TRUST

BENEFICIARY

BANKRUPTCY ESTATE

LIVING TRUST

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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