Philadelphia County, PA Estate Lawyers, page 2

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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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David J Moloznik

Real Estate, Lawsuit & Dispute, Estate, Family Law

Status: In Good Standing

CONTACT

100 South Broad Street, Philadelphia, PA 19110

G. Thomas Williams

Estate Administration, Estate Planning, Adoption, Corporate

Status: In Good Standing

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1635 Market St., Philadelphia, PA 19103

Howard M Hyman

Transportation & Shipping, Social Security -- Disability, Wills & Probate, Medical Malpractice

Status: In Good Standing

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7940 Bustleton Avenue, Philadelphia, PA 19152

Howard D Kauffman

Estate Planning, Family Law, Federal Trial Practice, Insurance

Status: In Good Standing

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1515 Market St., Philadelphia, PA 19102

James S. Sell

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

FREE CONSULTATION

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9637 Bustleton Avenue, Philadelphia, PA 19115

John J. Muldowney

Ethics, Litigation, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

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1650 Market Street, Philadelphia, PA 19103

Mark Jaffe

Complex Litigation, Estate Planning, Family Law, Litigation, Medical Malpractice

Status: In Good Standing

FREE CONSULTATION

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1907 Two Penn Center Plaza, 15th Street and John F. Kennedy Boulevard, Philadelphia, PA 19102

Michael W McCarter

Business Organization, Estate Planning, Wills & Probate, Real Estate

Status: In Good Standing

CONTACT

1515 Market St., Philadelphia, PA 19102

Phillip M. Gilligan

Living Wills, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

2000 Market Street, Philadelphia, PA 19103

Roger M. Epstein

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

CONTACT

1429 Walnut St., Philadelphia, PA 19102

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LEGAL TERMS

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

CURATOR

See conservator.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

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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Philadelphia County, PA Estate Lawyers, page 2

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

David J Moloznik

G. Thomas Williams

Howard M Hyman

Howard D Kauffman

James S. Sell

John J. Muldowney

Mark Jaffe

Michael W McCarter

Phillip M. Gilligan

Roger M. Epstein

TIPS

LEGAL TERMS

RESIDUARY ESTATE

NET ESTATE

POUR-OVER WILL

PETITION

SPECIFIC BEQUEST

CURATOR

SUMMARY PROBATE

SELF-PROVING WILL

POWER OF APPOINTMENT

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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