Legal Opinion

Danzilli v. Lomeo

Commonwealth Court of Pennsylvania

Decided March 17, 2008No. 1449 CD. 2007PublishedCited by 7 opinions

1Opinion of the Court

OPINION BY

Judge PELLEGRINI.

Before this Court is an issue of first impression: whether a municipality that places funds into an Integral Part Trust (Trust) 1 for post-retirement health-eare/medical benefits falls within the meaning of “pension and retirement funds” under Chapter 73 of the Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa. C.S. §§ 7301-7319 (PEF Code), allowing those funds to be invested in corporate stocks and bonds.

Monroeville, formerly a borough, is a home rule municipality operating under a charter adopted by its citizens under the Home Rule Charter and Optional…

2Cases cited11 opinions

  1. In Re Appeal of Upper Providence Police Delaware County Lodge 27Supreme Court of Pennsylvania · 1987
  2. County of Delaware v. Township of MiddletownSupreme Court of Pennsylvania · 1986
  3. Wecht v. RoddeyCommonwealth Court of Pennsylvania · 2002
  4. Firemen's Relief Ass'n v. MinehartSuperior Court of Pennsylvania · 1968
  5. City of Wilkes-Barre v. City of Wilkes-Barre Police Benevolent Ass'nCommonwealth Court of Pennsylvania · 2002

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3Cited by7 opinions

  1. Pa. Rest. & Lodging Ass'n v. City of PittsburghSupreme Court of Pennsylvania · 2019
  2. A. Ziegler v. City of Reading and Reading Area Water AuthorityCommonwealth Court of Pennsylvania · 2016
  3. G. St. Fleur v. The City of ScrantonCommonwealth Court of Pennsylvania · 2020
  4. Pa. Rest. & Lodging Ass'n v. City of PittsburghSupreme Court of Pennsylvania · 2019
  5. Pa. Rstrnt & Lodging v. City of Pittsburgh, Aplt.Supreme Court of Pennsylvania · 2019

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