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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: Estate Administration, Living Wills, Wills

Michael F. Dunn

Juvenile Law, Wills, Estate, DUI-DWI

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162 South Easton Road, Glenside, PA 19038

John P. Attiani

Wills & Probate, Family Law, Child Support, Corporate

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310 Huntingdon Pike, Jenkintown, PA 19046

Gerard John Woods

Class Action, Wills & Probate, Health Care, Wills, Estate

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413 Johnson Street, Jenkintown, PA 19046

Thomas A. Boulden

Estate Administration, Estate Planning, Guardianships & Conservatorships, Adoption

Status: In Good Standing Licensed: 33 Years

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400 Maryland Drive, Fort Washington, PA 19034

James M. Jacquette

Estate Administration, Trusts, Estate Planning, Family Law

Status: In Good Standing Licensed: 47 Years

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400 Maryland Drive, Fort Washington, PA 19034

Thomas J. Timoney

Estate Administration, Estate Planning, Wills & Probate, Trusts

Status: Deceased Licensed: 72 Years

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400 Maryland Dr, Fort Washington, PA 19034

E. Marc Miller

Estate, Estate Planning, Estate Administration, Wills & Probate

Status: In Good Standing Licensed: 27 Years

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261 Old York Rd, Jenkintown, PA 19046

Jeffrey R. Hoffmann

Commercial Real Estate, Land Use & Zoning, Estate Administration, Elder Law

Status: In Good Standing Licensed: 32 Years

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636 Old York Road, Jenkintown, PA 19046

Maribeth Wolfe Blessing

Mediation, Arbitration, Living Wills, Family Law

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310 Huntingdon Pike, Jenkintown, PA 19046

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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.

CREDIT SHELTER TRUST

See AB trust.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SAMPLE LEGAL CASES

In re Estate of Allen

... OPINION BY COLVILLE, J.: Â¶ 1 This appeal by Eleanor J. Kim ("the Executrix") arises from the order directing her to reimburse the Estate of Thomas P. Allen ("the Estate") for taxes paid from the residue of the Estate on non-probate assets that became her property on the death ...

In re Estate of Shelly

... After Decedent's 1023 death, Thomas Steiger Jr., Esquire, submitted a cardboard panel of a cigarette carton for probate on August 25, 1999, and the Register of Wills issued letters of administration cta naming Michael J. Cook, who is not related to Norman, as administrator of ...

IN RE ESTATE OF CRUCIANI

... OPINION BY POPOVICH, J.: Â¶ 1 Appellant Jeannine M. McCullough appeals the order holding that the signature on the last will and testament of Marjorie J. Cruciani, deceased, which document was submitted to probate by Appellant, was a forgery. We affirm. ...

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Dresher Wills & Probate Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Michael F. Dunn

John P. Attiani

Gerard John Woods

Thomas A. Boulden

James M. Jacquette

Thomas J. Timoney

E. Marc Miller

Jeffrey R. Hoffmann

Maribeth Wolfe Blessing

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

CREDIT SHELTER TRUST

BANKRUPTCY ESTATE

DOWER AND CURTESY

ADMINISTRATION (OF AN ESTATE)

ESTATE TAXES

EXEMPTION TRUST

POWER OF APPOINTMENT

SPENDTHRIFT TRUST

SAMPLE LEGAL CASES

In re Estate of Allen

In re Estate of Shelly

IN RE ESTATE OF CRUCIANI

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