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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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Carol A. Behers

Trusts, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

437 Grant Street, Pittsburgh, PA 15219

John S. Morrow

Estate Administration, Wills & Probate, Trusts, Wills

Status: In Good Standing

CONTACT

1187 Thorn Run Road, Coraopolis, PA 15108

Lynne Nordenberg

Estate Planning, Family Law, Trusts

Status: In Good Standing

FREE CONSULTATION

CONTACT

420 Fort Duquesne Boulevard, Pittsburgh, PA 15222

Aaron Matthew Tomczak

Trusts, DUI-DWI, Credit & Debt, Bankruptcy

Status: In Good Standing Licensed: 16 Years

CONTACT

5021 Noblestown Rd, Oakdale, PA 15071

Adam Grant Anderson

General Practice

Status: In Good Standing Licensed: 63 Years

CONTACT

429 Fourth Ave, West Mifflin, PA 15219

Aubrey Heather Glover

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

401 Washington Ave, Bridgeville, PA 15017

Brian Jeffrey Goossen

General Practice

Status: In Good Standing Licensed: 12 Years

CONTACT

301 Grant St, West Mifflin, PA 15219

Charles Edward Foerster

Trusts

Status: In Good Standing Licensed: 42 Years

CONTACT

429 Fourth Ave, West Mifflin, PA 15219

Charles Edward Foerster

Trusts, Pension & Benefits, Defamation & Slander

Status: In Good Standing Licensed: 42 Years

CONTACT

429 Fourth Ave, West Mifflin, PA 15219

Chelsea Rebecca Heinz

International Tax, Trusts, Corporate

Status: In Good Standing Licensed: 11 Years

CONTACT

603 Stanwix St, West Mifflin, PA 15222

800-923-0641

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LEGAL TERMS

DEVISEE

A person or entity who inherits real estate under the terms of a will.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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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Southview Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Carol A. Behers

John S. Morrow

Lynne Nordenberg

Aaron Matthew Tomczak

Adam Grant Anderson

Aubrey Heather Glover

Brian Jeffrey Goossen

Charles Edward Foerster

Charles Edward Foerster

Chelsea Rebecca Heinz

TIPS

LEGAL TERMS

DEVISEE

WARRANTY DEED

ESTATE TAXES

TAKING AGAINST THE WILL

EXEMPTION TRUST

ACCUMULATION TRUST

SPECIFIC BEQUEST

AB TRUST

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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