Estates & Trusts

FRANK BUCOLO v. DIANA BUCOLO VAN DYKE (access required)

Trusts and estates — Discovery violation — Sanction Appellant, Frank Bucolo (Frank) sued his sister, appellee, Diana Bucolo-Van Dyke (Diana), as trustee of a trust that their father, Salvatore Bucolo (Salvatore), created in 2001. The trust provided that when Salvatore ...

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JOSEPH STEINBERG v. PAMELA MAYER (access required)

Wills, trusts and estates — Litigation — Genuine dispute of material fact Pamela Mayer and Joseph Steinberg are estranged siblings who are fighting over the assets of their aunt. In her will, the aunt, Bernice Weck, bequeaths the proceeds of ...

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EDGAR C. BRADFORD v. HELEN M. SMITH (access required)

Estates and trusts — Personal representative — Motion to remove In the Orphans’ Court for Montgomery County, Edgar Bradford, the appellant, filed a motion to remove Helen Smith, Esquire, the appellee, as successor personal representative of the Estate of Christine ...

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GARY PISNER v. ROBERT M. McCARTHY (access required)

Estates and trusts — Court jurisdiction — Trust After the death of Marion Pisner in 2009, her children, appellant Gary Pisner and Marla Pisner Rubinstein, succeeded her as co-trustees of a revocable trust she had created in 2008. When “continuing ...

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IN RE ESTATE OF LOIS SIMONTON (access required)

Estates and trusts — Petition to reopen estate — Failure to include heirs Fifteen (15) purported heirs and their assignee, Brandenburger & Davis, LLC, appeal from an order of the Orphans’ Court for Montgomery County denying their Petition to Reopen ...

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IN RE: ESTATE OF HARRY BARNES (access required)

Wills and estates — Orphan’s court jurisdiction — Personal property Harry Haddleton Barnes (“Harry”) 1 died testate on September 6, 2013. His will named his son, appellant Christopher Erik Barnes (“Christopher”), as personal representative. In his will, Harry gave “the ...

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DIONNE R. JONES v. JACQUELINE MCREYNOLDS (access required)

  Estates — Personal representative — Same-sex spouse This appeal arises from a ruling by the Orphans’ Court for Prince George’s County removing Dionne Jones (appellant) as personal representative of Marsha Ann Richerson’s (decedent) estate and appointing Jacqueline McReynolds (appellee) ...

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