Legal Opinion

Henry Estate

Supreme Court of Pennsylvania

Decided March 17, 1964No. Appeal, 99PublishedCited by 12 opinions

1Opinion of the Court

Opinion by

Me. Chief Justice Bell,

Appellant seeks a surcharge against testamentary-trustees for losses incurred by them on sales of three securities. The narrow question thus raised involves a construction of the investment powers conferred by the Will of W. Barklie Henry.

Mr. Henry died December 24, 1930, leaving a Will dated January 13, 1913. In his Will and codicils, Henry created a trust for the benefit of his wife and his surviving children, including his daughter, Alice E. Henry von Briesen * and her issue. That trust still subsists.

On February 26, 1963, the trustees, Barklie McKee Henry…

2Cases cited26 opinions

  1. Britt EstateSupreme Court of Pennsylvania · 1952
  2. Newlin EstateSupreme Court of Pennsylvania · 1951
  3. Burleigh EstateSupreme Court of Pennsylvania · 1961
  4. Pew TrustSupreme Court of Pennsylvania · 1963
  5. Sowers EstateSupreme Court of Pennsylvania · 1956

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

3Cited by12 opinions

  1. Coleman EstateSupreme Court of Pennsylvania · 1974
  2. Lander EstateSupreme Court of Pennsylvania · 1965
  3. Estate of McCredySupreme Court of Pennsylvania · 1983
  4. Kay EstateSupreme Court of Pennsylvania · 1974
  5. Meyers EstateSupreme Court of Pennsylvania · 1965

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

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