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IN RE TRUST UNDER AGREEMENT OF SCAIFE

No. 722 WDA 2021.

276 A.3d 776 (2022)

2022 PA Super 93

IN RE: TRUST ESTABLISHED UNDER AGREEMENT OF SARAH MELLON SCAIFE, DECEASED DATED MAY 9, 1963 Appeal of: PNC Bank, N.A.

Superior Court of Pennsylvania.

Filed: May 23, 2022.

Attorney(s) appearing for the Case

Hara K. Jacobs , Philadelphia, for appellant.

Anthony T. Kovalchick , Pittsburgh, for Commonwealth of Parens Patriae, appellee.

David A. Strassburger , Pittsburgh, for Groll, Gutnick, Miller, and Wendell, appellees.

Jennifer D. Gayle , King of Prussia, for Scaife, appellees.

BEFORE: MURRAY, J., SULLIVAN, J., and COLINS, J..

In this collateral appeal pursuant to Pa. R.A.P. 313,1 we consider whether the fiduciary exception to the attorney-client privilege and attorney work product doctrine, first adopted by the common pleas court in Follansbee v. Gerlach, 56 Pa. D. & C. 4th 483 (C.C.P. Allegheny...

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