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Richard H. Morton
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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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G. Thomas Williams

Estate Administration, Estate Planning, Adoption, Corporate

Status: In Good Standing

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1635 Market St., Philadelphia, PA 19103

Timothy J. Barton

Estate Planning, Family Law, Corporate, Contract

Status: In Good Standing

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1518 Walnut Street, Philadelphia, PA 19102

John J. Muldowney

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

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1650 Market Street, Philadelphia, PA 19103

Phillip M. Gilligan

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

Status: In Good Standing

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2000 Market Street, Philadelphia, PA 19103

Timothy M. Zearfoss

Family Law, Banking & Finance, Wills & Probate, Corporate

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215 South Broad Street, Philadelphia, PA 19107

Mark Jaffe

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

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

David J Moloznik

Real Estate, Lawsuit & Dispute, Estate, Family Law

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100 South Broad Street, Philadelphia, PA 19110

Howard D Kauffman

Estate Planning, Family Law, Federal Trial Practice, Insurance

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1515 Market St., Philadelphia, PA 19102

Roger M. Epstein

Real Estate, Litigation, Estate Planning, Family Law

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1429 Walnut St., Philadelphia, PA 19102

Allan Jaffe

Litigation, Estate Planning, Family Law, Criminal

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

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LEGAL TERMS

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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.

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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 Estate Lawyer, Pennsylvania, page 3

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

G. Thomas Williams

Timothy J. Barton

John J. Muldowney

Phillip M. Gilligan

Timothy M. Zearfoss

Mark Jaffe

David J Moloznik

Howard D Kauffman

Roger M. Epstein

Allan Jaffe

TIPS

LEGAL TERMS

PROBATE COURT

ACCUMULATION TRUST

INVENTORY

TRUST DEED

TESTAMENTARY TRUST

INHERIT

GENERATION-SKIPPING TRANSFER TAX

DISCHARGE (OF PROBATE ADMINISTRATOR)

PROVING A WILL

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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