Re: Intestacy statute interpretation

From: Kalogredis, Stephanie <skalogredis_at_harvpenn.com>
Date: Thu, 31 Aug 2006 10:47:35 -0400

I respectfully disagree. Since there is a first cousin living (a child of an aunt or uncle), then the issue of the aunt or uncle (1st cousins and their children) take per stirpes. Look at the chart of appendix 5 under "Uncles, Aunts and their children" when there are no grandparents - the estate goes to Uncles and Aunts and children of Deceased Uncles and Aunts, per stirpes. I believe the children of the deceased first cousin take 1/4 each with the suriving first cousin getting 1/2.
Stephanie Kalogredis

        -----Original Message-----
        From: Kirby G. Upright [mailto:kupright_at_Kingspry.com]
        Sent: Thu 8/31/2006 9:14 AM
        To: piersonesq_at_comcast.net; realproperty_at_list.pabar.org
        Cc: Dorota Gasienica-Kozak; Patricia Mackes; Kelly Decker
        Subject: [realproperty] Re: Intestacy statute interpretation
        
        

        Interesting. Never gave this a thought, because I never had the
        question. Looking at the Pa Fiduciary Guide chart (App 5), you appear
        to be correct.
        
        Kirby G. Upright, Esquire
        King, Spry, Herman, Freund & Faul, LLC
        One West Broad Street, Suite 700
        Bethlehem, PA 18018
        Telephone (610) 332-0390 or (570) 424-8031
        Fax: (610) 332-0314
        
        _______________________
        IRS Circular 230 Disclosure: To ensure compliance with requirements
        imposed by the IRS, we inform you that the federal tax advice (if any)
        contained in this communication (including any attachments) is not
        intended or written to be used, and cannot be used, for the purpose of
        (i) avoiding penalties under the Internal Revenue Code or (ii)
        promoting, marketing or recommending to another party any transactions
        or matter addressed herein.
        ________________________
        
        THE INFORMATION CONTAINED IN THIS COMMUNICATION IS A TRANSMISSION FROM
        THE LAW FIRM OF KING, SPRY, HERMAN, FREUND & FAUL AND IS INFORMATION
        PROTECTED BY THE ATTORNEY/CLIENT AND/OR ATTORNEY/WORK PRODUCT PRIVILEGE.
        IT IS INTENDED ONLY FOR THE PERSONAL AND CONFIDENTIAL USE OF THE
        RECIPIENT(S) NAMED ABOVE, AND THE PRIVILEGES ARE NOT WAIVED BY VIRTUE OF
        THIS HAVING BEEN SENT BY ELECTRONIC MAIL. IF THE PERSON ACTUALLY
        RECEIVING THIS COMMUNICATION, OR ANY OTHER READER OF THIS COMMUNICATION,
        IS NOT THE NAMED RECIPIENT, ANY USE, DISSEMINATION, DISTRIBUTION OR
        COPYING OF THE COMMUNICATION IS STRICTLY PROHIBITED. IF YOU HAVE
        RECEIVED THIS COMMUNICATION IN ERROR, PLEASE IMMEDIATELY NOTIFY US BY
        TELEPHONE AND DELTE THE ORIGINAL MESSAGE FROM YOUR SYSTEM. THANK YOU.
        
        -----Original Message-----
        From: realproperty-bounce_at_list.pabar.org
        [mailto:realproperty-bounce_at_list.pabar.org] On Behalf Of
        piersonesq_at_comcast.net
        Sent: Wednesday, August 30, 2006 5:06 PM
        To: realproperty_at_list.pabar.org
        Subject: [realproperty] Intestacy statute interpretation
        
        Decedent, never married, no children, one sibling (deceased), closest
        living relative is a first cousin (another first cousin predeceased,
        leaving 2 surviving children) dies w/out a Will. Upon reading the
        following section of the intestacy statute - it appears that the
        surviving first cousin is the only heir of asubstantial estate. Any
        thoughts on this would be greatly appreciated (including any known case
        law).
        
        "...except that no issue of a child of an uncle or aunt of the decedent
        shall be entitled to any share of the estate - unless there be no
        relatives as close as a child of an uncle or aunt living and taking a
        share therein..."
        
        Thanks.
        
        Shawn Pierson
        piersonesq_at_comcast.net
        (717) 560-4966
        
        
        
        
Received on Thu Aug 31 2006 - 07:47:35 PDT

This archive was generated by hypermail 2.2.0 : Thu Aug 31 2006 - 07:51:03 PDT