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IN RE ESTATE OF ATKINSON

No. 1352 EDA 2019.

231 A.3d 891 (2020)

2020 PA Super 87

IN RE: ESTATE OF Joseph B. ATKINSON Jr., Deed of Trust of June 30, 1995 for the Benefit of Carolyn Atkinson Brady. Appeal of: Wells Fargo & Company, Wells Fargo Clearing Services LLC, and William J. Michetti.

Superior Court of Pennsylvania.

Filed April 6, 2020.

Attorney(s) appearing for the Case

Julie E. Ravis , Reading, for appellant.

Jay R. Wagner , Reading, for appellant.

Paul C. Troy , Norristown, for Fackenthal, appellee.

Alfred V. Meitner , Blue Bell, for Brady, appellee.

ThomaS A. Boulden , Fort Washington, for Joseph Atkinson, appellee.

Glen H. Ridenour, II , Philadelphia, for James Atkinson, appellee.

BEFORE: SHOGAN, J., KUNSELMAN, J., and COLINS, J.

This is an appeal from an order of the Court of Common Pleas of Montgomery County Orphans' Court Division (Orphans' Court) overruling preliminary objections filed by Appellants Wells Fargo & Company and Wells Fargo Clearing Services LLC (collectively, Wells Fargo) and Wells Fargo financial advisor William J. Michetti that...

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