Mount Wolf Estate Planning Lawyer, Pennsylvania

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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

Gilbert G. Malone

Litigation, Municipal, Estate Planning, Family Law

Status: In Good Standing

CONTACT

42 S Duke St, York, PA 17401

Christian R. Miller

Business Organization, Business, Estate Planning, Tax

Status: In Good Standing

CONTACT

137 East Philadelphia Street, York, PA 17401

Jeffrey Allan Gettle

General Practice

Status: In Good Standing Licensed: 31 Years

CONTACT

13 E Market St, Dover, PA 17401

Kristen R. McGuire

Estate Administration, Estate Planning, Employment, Personal Injury

Status: In Good Standing Licensed: 7 Years

CONTACT

221 W Phila St, Dover, PA 17401

Charles Bennett Calkins

Commercial Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 42 Years

CONTACT

135 N George St, Dover, PA 17401

Douglas Edward Myers

Commercial Real Estate, Estate Planning, Criminal, Business

Status: In Good Standing

CONTACT

2790 Admire Springs Drive, Dover, PA 17315

Michael Anthony Carrucoli

Wills, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

25 N Duke St, Dover, PA 17401

Michael Anthony Carrucoli

Wills, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

25 N Duke St, Dover, PA 17401

Gilbert G. Malone

Estate Planning, Child Custody, Criminal, Medical Malpractice

Status: In Good Standing Licensed: 61 Years

CONTACT

42 S Duke St, Dover, PA 17401

Nathaniel W. Boyd

Commercial Real Estate, Estate Planning

Status: Retired Licensed: 48 Years

CONTACT

23 E Princess Street, Dover, PA 17401

800-923-0641

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LEGAL TERMS

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.

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.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

SURROGATE COURT

See probate court.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

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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Mount Wolf Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Gilbert G. Malone

Christian R. Miller

Jeffrey Allan Gettle

Kristen R. McGuire

Charles Bennett Calkins

Douglas Edward Myers

Michael Anthony Carrucoli

Michael Anthony Carrucoli

Gilbert G. Malone

Nathaniel W. Boyd

TIPS

LEGAL TERMS

FINAL BENEFICIARY

LAPSE

INCOMPETENCE

ADMINISTRATRIX

SURROGATE COURT

HOLOGRAPHIC WILL

INVENTORY

ENDOWMENT INSURANCE

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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