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IN RE JEROME MARKOWITZ TRUST

No. 1298 EDA 2012

71 A.3d 289 (2013)

2013 PA Super 128

In the Matter of JEROME MARKOWITZ TRUST, Appellees. Appeal of Steven A. Markowitz, Trustee as well as Sandra Goldstein, Judy Markowitz, Marc Markowitz and Steven A. Markowitz, Appellants.

Superior Court of Pennsylvania.

Filed May 23, 2013.

Attorney(s) appearing for the Case

Steven A. Bergstein, Allentown, for appellants.

Karl L. Prior, King of Prussia, for The Glenmede Trust Company, participating party.

BEFORE: STEVENS, P.J., OLSON, J., and STRASSBURGER, J.

OPINION BY STEVENS, P.J.

This is an appeal from the April 16, 2012 Final Order entered in the Court of Common Pleas of Lehigh County, Orphans' Court Division, directing a surcharge of $11,700.00 to be imposed upon Glenmede Trust Company, N.A. ("Glenmede"), for its breach of fiduciary duty owed to Appellants1 as it relates to investments Glenmede managed for the Jerome Markowitz Trust. On appeal, Appellants contend (1) the Orphans' Court...

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