Legal Opinion

Sousa Estate

Pennsylvania Court of Common Pleas, Montgomery County

Decided June 4, 1980No. 81660Published

1Opinion of the Court

TAXIS, J.,

At the time of audit, the court was asked to pass upon the validity of a disclaimer of a residuary share of the estate filed by the son of decedent, Joseph F. Sousa.

Decedent died on February 28, 1979, leaving a will dated June 26, 1959. After the payment of taxes, debts, and funeral expenses, decedent bequeathed one-third of his estate to his son, Joseph F. Sousa (Joseph), which is the share subject to contest; one-third to his step-son, George H. Goodman; and one-third to his brother, Joseph Sousa. Decedent provided that “[sjhould any of the above-named beneficiaries predecease me…

2Cases cited4 opinions

  1. General Finance Corp. v. HansenAppellate Court of Illinois · 1969
  2. Hoecker v. United Bank of BoulderCourt of Appeals for the Tenth Circuit · 1973
  3. Estate of ClarkSupreme Court of Pennsylvania · 1980
  4. Hoecker v. United Bank of BoulderDistrict Court, D. Colorado · 1971

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