Legal Opinion

Kessler Estate

Pennsylvania Orphans' Court, Montgomery County

Decided October 24, 1968No. 68,759PublishedCited by 1 opinion

1Opinion of the Court

ADJUDICATION

TAXIS, P. J.,

The trust was created by deed dated January 2, 1958. For her lifetime, settlor reserved to herself the right to require repayment of so much of the net income and principal of the trust as she might demand in writing. Settlor died on October 17, 1967, and her death is the event which gives rise to the filing of the first account. In article 6 of the deed, settlor gave her trustee “sole and uncontrollable discretion” to pay income and principal “. . . for the support, maintenance, benefit and comfort of: Primarily, Settlor’s sister, Laura Kessler, for life;…

2Cases cited3 opinions

  1. Dinkey EstateSupreme Court of Pennsylvania · 1961
  2. Sterrett's EstateSupreme Court of Pennsylvania · 1930
  3. McKeown TrustSupreme Court of Pennsylvania · 1956

3Cited by1 opinion

  1. Girt EstateSupreme Court of Pennsylvania · 1973

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