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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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Karen Lee Hackman

Foreclosure, International, Estate, Civil & Human Rights

Status: In Good Standing

CONTACT

1372 N Susquehanna Trl, Selinsgrove, PA 17870

Kenneth Glenn Potter

Construction, Defect and Lemon Law, Estate, Contract, Power of Attorney

Status: In Good Standing

CONTACT

1372 Susquehanna Trl, Selinsgrove, PA 17870

Thomas C. Clark

Estate, Juvenile Law, Litigation, Family Law

Status: In Good Standing Licensed: 64 Years

CONTACT

212 Sweet Gum Road, Selinsgrove, PA 17870

Thomas Charles Clark

Estate

Status: In Good Standing Licensed: 64 Years

CONTACT

212 Sweet Gum Road, Selinsgrove, PA 17870

Timothy Andrew Bowers

Lawsuit & Dispute, Estate, Criminal, Accident & Injury

Status: In Good Standing Licensed: 28 Years

CONTACT

20 North Front St, Sunbury, PA 17801

Joel Machtley Wiest

Estate, Divorce & Family Law, Personal Injury, Accident & Injury

Status: In Good Standing Licensed: 26 Years

CONTACT

5 N 2Nd St, Sunbury, PA 17801

Thomas E. Boop

Real Estate, Lawsuit & Dispute, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

244 Market Street, Sunbury, PA 17801

Michael Joseph Kula

Real Estate, Estate, Business

Status: In Good Standing

CONTACT

210 Market St, Sunbury, PA 17801

Richard Judson Shoch

Education, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 29 Years

CONTACT

102 Fairmount Avenue, Sunbury, PA 17801

Jeffrey C. Apfelbaum

Estate, Business

Status: In Good Standing

CONTACT

124 N Fourth Street, Sunbury, PA 17801

800-923-0641

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

Â¶ 2 Matthew Considine died on May 23, 2000. On June 2, 2005, the administrator of his estate [1] filed a civil action in the Montgomery County Court of Common Pleas naming Wachovia Bank [2] and Appellee Robert E. Rozinski defendants. The complaint alleged that Appellee was ...

In re Estate of Sauers

Â¶ 2 Pursuant to an employee group benefit plan, effective June 1, 1997, Paul J. Sauers, III, ("Decedent") obtained a $40,000.00 life insurance policy issued by the Hartford Life Insurance Company ("Insurer"). There is no dispute that the insurance policy is part of an employee ...

Estate of Hicks v. Dana Companies, LLC

Â¶ 1 This is a consolidated appeal from the judgment entered against Appellants, Dana Companies, LLC f/k/a Dana Corporation (Dana) and John Crane, Inc., f/k/a Crane Packing (Crane), in this products liability action initiated by Appellee, the Estate of Louis A. Hicks, ...

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Hummels Wharf Estate Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Karen Lee Hackman

Kenneth Glenn Potter

Thomas C. Clark

Thomas Charles Clark

Timothy Andrew Bowers

Joel Machtley Wiest

Thomas E. Boop

Michael Joseph Kula

Richard Judson Shoch

Jeffrey C. Apfelbaum

TIPS

LEGAL TERMS

BYPASS TRUST

EXEMPTION TRUST

OFFICER

PROBATE

RESIDUARY ESTATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

LAPSE

CONTINGENT BENEFICIARY

TRUSTEE POWERS

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

In re Estate of Sauers

Estate of Hicks v. Dana Companies, LLC

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