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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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Daniel Z Searer

Family Law, Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 29 Years

CONTACT

12 S Main St, Lewistown, PA 17044

Aaron L. Gingrich

Traffic, Real Estate, Social Security, Trusts

Status: In Good Standing Licensed: 23 Years

CONTACT

20 N Wayne St, Lewistown, PA 17044

Roger Morgenthal

Real Estate, Trusts, Traffic, Personal Injury

Status: In Good Standing

CONTACT

37 S Hanover St, Carlisle, PA 17013

Stacy Pineo Hurt

Estate Administration, Trusts, Estate, Divorce

Status: In Good Standing Licensed: 19 Years

CONTACT

946 Lincoln Way E, Chambersburg, PA 17201

Eileen Claire Finucane

Trusts, Business, Commercial Real Estate, Estate Administration

Status: In Good Standing Licensed: 42 Years

CONTACT

79 Saint Paul Drive, Chambersburg, PA 17201

Robert C Schollaert

Real Estate, Traffic, Trusts, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

82 W Queen St, Chambersburg, PA 17201

Clinton T. Barkdoll

Landlord-Tenant, Trusts, Divorce, Criminal, Business

Status: In Good Standing Licensed: 26 Years

CONTACT

9 E Main Street, Waynesboro, PA 17268

Wayne M. Pecht

Tax, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 41 Years

CONTACT

Lemoyne, PA 17043

Leroy S. Maxwell

Landlord-Tenant, Estate Administration, Trusts, DUI-DWI

Status: Deceased Licensed: 85 Years

CONTACT

12 Wynnecrest Dr, Waynesboro, PA 17268

John Andrew Davidson

Trusts, Constitutional Law

Status: Retired

CONTACT

Lemoyne, PA 17043

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LEGAL TERMS

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

SAMPLE LEGAL CASES

Petow v. Warehime

... In 1988, Alan created two voting trusts, one with his children and the other with his five grandchildren. Alan was designated as the sole voting trustee for both trusts. By their terms, both trusts were due to expire in 1998, ten years after their creation. ...

In re Estate of Stephano

... Instead, the court relied on the subsequently created Restatement of Trusts as instructing that Blechstein's position â€” that a trust was created for her benefit â€” was correct. ... See Restatement (First) of Trusts Â§ 10 ("An equitable charge is not a trust."). ...

City of Phila. v. CUMBERLAND COUNTY BD.

18 A.3d 421 (2011). CITY OF PHILADELPHIA, Trustee Under the Will of Stephen Girard, Deceased, Acting by the Board of Directors of City Trusts v. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellant. No. 1725 CD 2010. ...

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New Germantown Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Daniel Z Searer

Aaron L. Gingrich

Roger Morgenthal

Stacy Pineo Hurt

Eileen Claire Finucane

Robert C Schollaert

Clinton T. Barkdoll

Wayne M. Pecht

Leroy S. Maxwell

John Andrew Davidson

TIPS

LEGAL TERMS

HOLOGRAPHIC WILL

GRANTOR RETAINED INCOME TRUST

SUMMARY PROBATE

INHERITANCE TAXES

INTESTATE

RESIDUARY BENEFICIARY

EXEMPTION TRUST

FUNDING A TRUST

NONPROBATE

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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