Legal Opinion

Heyl's Estate

Supreme Court of Pennsylvania

Decided April 22, 1938No. Appeals, 145 and 146PublishedCited by 12 opinions

1Opinion of the Court

Opinion by

Mr. Justice Schaefer,

Appellants, who are beneficiaries of this trust estate, seek to surcharge the trustees, because they invested moneys of the trust in (1) a mortgage on property which does not yield an income, (2) in a mortgage on property which does not yield sufficient income to meet taxes on the property and the interest on the mortgage, (3) in an overdue mortgage, the term of which has not been extended, without first having the real estate reappraised to ascertain its value. The learned Orphans’ Court declined to make any surcharge.

The broad proposition stated in appellants’…

2Cases cited12 opinions

  1. Adair v. . BrimmerNew York Court of Appeals · 1878
  2. Detre's EstateSupreme Court of Pennsylvania · 1922
  3. Dempster's EstateSupreme Court of Pennsylvania · 1932
  4. Roach's EstateOregon Supreme Court · 1907
  5. Wood's EstateSupreme Court of Pennsylvania · 1922

7 more not listed; retrieve them via the Exa API.

3Cited by12 opinions

  1. State Ex Rel. Harper v. McDavidSupreme Court of Florida · 1941
  2. Saeger EstatesSupreme Court of Pennsylvania · 1940
  3. Glauser EstateSupreme Court of Pennsylvania · 1944
  4. Day v. TrustCalifornia Court of Appeal · 1941
  5. Clarke & Cohen v. Family & Industrial Medical Facilities, Inc. (In Re Family & Industrial Medical Facilities, Inc.)United States Bankruptcy Court, E.D. Pennsylvania · 1983

7 more not listed; retrieve them via the Exa API.

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