Wilkes v. Phoenix Home Life Mutual Insurance

¶ 1 Appellants Andrea D. Wilkes, David H. Ehrenwerth, and Charles K. Clark, trustees of the Mark E. and Myrna L. Mason Irrevocable Trust (the “Trust”), and Mark E. and Myrna' L. Mason appeal from the order of the Allegheny County Court of Common Pleas granting summary judgment in favor of Appellee Phoenix Home Life Mutual Insurance Company (“Phoenix”). We reverse, and remand.

¶ 2 The facts and procedural history of this case may be summarized as follows. In the late 1980’s, the Masons, who were then in their fifties, created an insurance trust to purchase and hold a $7 million insurance policy…