In re Jerome Markowitz Trust
Superior Court of Pennsylvania
1Opinion of the Court
OPINION BY
STEVENS, P.J.
This is an appeal from the April 16, 2012 Final Order entered in the Court of Common Pleas of Lehigh County, Orphans’ Court Division, directing a surcharge of $11,700.00 to be imposed upon Glenmede Trust Company, N.A. (“Glenmede”), for its breach of fiduciary duty owed to Appellants 1 as it relates to investments Glen-mede managed for the Jerome Markowitz Trust. On appeal, Appellants contend (1) the Orphans’ Court’s factual findings are not supported by competent and adequate evidence, (2) the Orphans’ Court failed to acknowledge the full breadth of Glen-mede’s breach…
2Cases cited4 opinions
- In Re Estate of WardenSuperior Court of Pennsylvania · 2010
- State Farm Fire & Casualty Co. v. PECOSuperior Court of Pennsylvania · 2012
- In Re Inter Vivos Trust of MendenhallSupreme Court of Pennsylvania · 1979
- In Re Trust of HirtSuperior Court of Pennsylvania · 2003
3Cited by13 opinions
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- Allegheny Energy Supply v. Wolf Run Mining Co.Superior Court of Pennsylvania · 2015
- Blackburn, J. v. King Investment Group, LLCSuperior Court of Pennsylvania · 2017
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