In the Matter of the Estate of Mary Jane Lynch, Deceased, 2017 N.J. Super. Unpub. LEXIS 2793, A-5617-14T2 (N.J. Super. Ct. App. Div. Nov. 8, 2017). This case covers a multitude of issues involving the appeal of several trial court Orders. This summary will address only some of the novel and noteworthy issues covered in […]

Trust Under Agreement of Edward Winslow Taylor, 2017 Pa. LEXIS 1692 (July 19, 2017), petition denied 2016 Phila. Ct. Com. Pl. LEXIS (Pa. CP. Oct. 2016), affirmed 2017 Pa. Super. 275 (Pa. Super. Ct., Aug. 23, 2017).

In K.A. v. J.L., 450 N.J. Super. 247 (Ch. Div. 2016), the New Jersey Superior Court held that service of process through the social media platform Facebook was permissible after service through certified mail was ineffective.  The adoptive parents instituted this action to enjoin the biological father from holding himself out as the father of […]

In the Matter of the Estate of Anna Fabics, 2017 N.J. Super. Unpub. LEXIS 1816, No. A-5576-14T2 (N.J. Super. Ct. App. Div. July 19, 2017). This decision, rendered on July 19, 2017, deals primarily with the nature of distributions (cash versus in kind) from an estate.  The opinion also affirms an award of counsel fees […]

In re D.G., Alleged Incapacitated Person, 7 Fiduc. Rep. 3d 116 (O.C. Div. Berks Cnty. Aug. 9, 2016). Petitioner appealed the denial of his petition for adjudication of incapacity of his 91 year old mother and the denial of his appointment as the plenary guardian for his mother.  The Orphans’ Court held that there was no […]

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In the Matter of the Estate of Alice M. Malsberger, deceased, No. A-2751-15T3 (N.J. Super. Ct. App. Div. July 14, 2017). This is an unpublished Appellate Division decision arising out of Burlington County. The material facts were not in dispute.  Alice Malsberger (“Alice”) died May 26, 2015.  Following Alice’s death, plaintiff Patricia White (“Patricia”), a […]

Deal v. Velez, 2017 U.S. Dist. LEXIS 39427 (D.N.J. March 20, 2017). This matter was on appeal before the District Court on defendants’ motion to dismiss the Amended Complaint for lack of jurisdiction.  The issue before the Court was whether the defendants are entitled to sovereign and/or qualified immunity under the Eleventh Amendment. This case […]

Jiwungkul v. Dir., Div. of Taxation, 2017 N.J. Super. LEXIS 62, No. A-4089-15T2, (N.J. Super. Ct. App. Div. May 30, 2017). This case pertains to marital deduction eligibility for domestic partners in New Jersey under the New Jersey Inheritance Tax and the New Jersey Estate Tax.  Here, Rucksapol Jiwungkul and Michael R. Connolly, Jr. were […]

Stegier v. Steiger, 2016 Cal. App. Unpub. LEXIS 5806, No. 37-2013-00072651 (Cal. App. Div. Aug. 5, 2016). This case is an unpublished Appellate Division decision arising out of San Diego County, California. Lee Steiger (“Lee”) petitioned the probate court in California to compel trustee Paul Steiger (“Paul”) to account for the Louise A. Steiger Trust […]