Legal Opinion
Follansbee v. Gerlach
Pennsylvania Court of Common Pleas, Alleghany County
Decided June 13, 2002No. GD00-5183PublishedCited by 6 opinions
1Opinion of the Court
WETTICK JR., J.,
The subject of this opinion and order of court is plaintiffs’ motion to over*485rule objections of trustee to subpoena to produce documents. The issue that I address is whether a trustee may invoke the attorney-client privilege in order to withhold from a beneficiary communications between the trustee and counsel to the trustee regarding the management of the trust. There is not any Pennsylvania appellate court case law that has considered this issue.
Plaintiffs are beneficiaries under a trust. PNC Bank N.A., is the trustee; it is not a party to any lawsuit involving this trust.…
2Cases cited4 opinions
- Huie v. DeShazoTexas Supreme Court · 1996
- Riggs National Bank of Washington, D. C. v. ZimmerCourt of Chancery of Delaware · 1976
- Wells Fargo Bank, N.A. v. Superior Court of L.A. Cty.California Supreme Court · 2000
- Matter of Estate of RosenblumSupreme Court of Pennsylvania · 1974
3Cited by6 opinions
- Pittsburgh History & Landmarks Found. v. ZieglerSupreme Court of Pennsylvania · 2019
- In Re:The Estate of McAleer, W. Appeal of: McAleerSuperior Court of Pennsylvania · 2018
- In Re: Estate of McAleer Apl of: W. McAleerSupreme Court of Pennsylvania · 2021
- In Re: First & Partial Acct. of G.L. Hempt TrusteeSuperior Court of Pennsylvania · 2025
- NUPSON v. SCHNADER HARRISON SEGAL & LEWIS, LLPDistrict Court, E.D. Pennsylvania · 2021
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