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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

Gary Stewart Seflin

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Estate Planning, Personal Injury, Wills, Real Estate, Power of Attorney

With nearly 30 years experience handling delicate legal matters, Gary Stewart Seflin provides the sophistication and successful results of a large fir... (more)

FREE CONSULTATION

CONTACT

800-925-2981

30 W Third St, Media, PA 19063

Michael J. Plevyak

Construction, Estate Planning, Family Law, Insurance

Status: In Good Standing

CONTACT

One Westlakes, 1235 Westlakes Drive, Berwyn, PA 19312

Leslie J. Rase

Bankruptcy, Consumer Protection, Estate Planning, Family Law, Real Estate

Status: In Good Standing

FREE CONSULTATION

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41 East Front Street, Media, PA 19063

Stephen M. Asbel

Estate Planning, Family Law, Contract, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

20 West Third Street, Media, PA 19063

Jeff L. Lewin

Real Estate, Wills, Estate Planning, Estate, Consumer Rights

Status: In Good Standing

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25 West Second Street, Media, PA 19063

Janice M. Matier

Tax, Real Estate, Estate Planning, Corporate

Status: In Good Standing

CONTACT

100 W. Sixth Street, Media, PA 19063

Victoria Gallen Schutt

Estate Administration, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

100 W. Sixth Street, Media, PA 19063

Pete Manaras

Corporate, Criminal, Estate Planning, Family Law

Status: In Good Standing Licensed: 27 Years

CONTACT

117-119 North Olive Street, Media, PA 19063

Alessandro Giribaldi

Contract, Criminal, Estate Planning, Family Law

Status: In Good Standing Licensed: 26 Years

CONTACT

117-119 N Olive Street, Media, PA 19063

Joseph Peter Digiorgio

Estate Planning, Family Law, Divorce, Criminal

Status: In Good Standing

CONTACT

1800 Lancaster Ave, Paoli, PA 19301

800-923-0641

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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.

CERTIFICATION OF TRUST

See abstract of trust.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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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Edgemont Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Gary Stewart Seflin

Michael J. Plevyak

Leslie J. Rase

Stephen M. Asbel

Jeff L. Lewin

Janice M. Matier

Victoria Gallen Schutt

Pete Manaras

Alessandro Giribaldi

Joseph Peter Digiorgio

TIPS

LEGAL TERMS

PROVING A WILL

CERTIFICATION OF TRUST

PRETERMITTED HEIR

ANCILLARY PROBATE

INTESTATE SUCCESSION

PERSONAL PROPERTY

FINAL BENEFICIARY

SPECIAL ADMINISTRATOR

AB TRUST

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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