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IN RE McKINNEY

Nos. 204 WDA 2012, 205 WDA 2012

67 A.3d 824 (2013)

2013 PA Super 123

In re Donald L. McKINNEY, Deceased. Appeal of Jane D. McKinney. In re Jane McKinney Descendants' Trust. Appeal of Jane D. McKinney.

Superior Court of Pennsylvania.

Filed May 21, 2013.

Attorney(s) appearing for the Case

Charles J. Avalli and Lorraine W. Mervan , Pittsburgh, for appellant.

Kenneth E. Lewis , Pittsburgh, for PNC Bank, participating party.

BEFORE: MUSMANNO, J., WECHT, J., and COLVILLE, J.

OPINION BY WECHT, J.:

We are called upon here to assess the interplay between the contemporary world of corporate banking and Pennsylvania's law of trusts.

In this case, the settlors established trusts that lacked portability clauses.1 Nonetheless, Pennsylvania's Probate, Estates, and Fiduciaries Code ["PEF Code"]2 was amended in 2006 to add a "no-fault" provision allowing a trustee to be changed due...

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