Legal Opinion

In Re: Estate of Loucks, L.

Superior Court of Pennsylvania

Decided September 9, 2016No. 1947 MDA 2015PublishedCited by 13 opinions

1Opinion of the Court

OPINION BY

BOWES, J.:

Otterbein United Methodist Church appeals from the October 6, 2015 orphans’ court order that denied it the right to invade the principal of a trust of which it is a beneficiary. We affirm.

The pertinent facts follow. Lillian E. Loucks died testate on November 9, 1991. After her November 10, 1987 last will and testament was admitted to probate, letters testamentary were issued to her executor, York Bank and Trust Company (“York”). Ms. Loucks devised her residuary estate to an inter vivos trust, which was executed on August 13, 1984. The trust named York as trustee, and M & T…

2Cases cited5 opinions

  1. Farmers Trust Co. v. BashoreSupreme Court of Pennsylvania · 1982
  2. In Re Estate of JacobsonSupreme Court of Pennsylvania · 1975
  3. Longbotham's EstateSupreme Court of Pennsylvania · 1942
  4. Estate of: McFadden, G. Appeal of: Harrison, R.Superior Court of Pennsylvania · 2014
  5. In Re Barnes FoundationSuperior Court of Pennsylvania · 1996

3Cited by13 opinions

  1. In Re: Ins. Trust Agreemnt of Frank P. Sawders. JrSuperior Court of Pennsylvania · 2018
  2. In Re: Sletten Family Trust,Appeal of: Sletten,K.Superior Court of Pennsylvania · 2023
  3. In Re: Sletten Family Trust,Appeal of: Sletten,K.Superior Court of Pennsylvania · 2023
  4. In Re: Trust of Holdship, M.Superior Court of Pennsylvania · 2023
  5. In Re: Trust of Holdship, M.Superior Court of Pennsylvania · 2023

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