Bard's Estate’s Empirical Analysis
1940
Citation profile
25 state decisions
How this case has been cited
Cited by 25 later decisions — most recently July 2010 · most notably Lerch Estate (1960), Maurice Estate (1969)
25 state decisions
Later decisions citing this case, by decade. The current decade is in progress, and our corpus holds fewer opinions from the most recent years, so the latest bars are undercounted — not a real decline.
Relationships
Relies on Waterhouse's Estate · Clabby's Estate · Opperman's Estate (No. 1) · Jones v. Integrity Trust Co. · Boyer's Appeal
Most-quoted passages
The sentences later courts lift from this opinion, ranked by how many decisions quote each — the parts of the opinion doing the work. These counts are smaller than the citation total above because most of the 25 citing decisions cite the case generally; a passage count includes only decisions quoting that exact language verbatim.
““The trustee urges that the life tenants acquiesced in the retention as principal of the proceeds of the subscription rights and the stock dividend, because they failed to object, or to take steps to secure an adjudication of their rights. But there is nothing in the record to support the conclusion of the court below that the life tenants had knowledge of the stock dividend and subscription rights. The trustee did not file an account until 1938, and there is no proof or admission that statements were rendered to the life tenants informing them of these items, or of the circumstances affecting them. Their acceptance of income without objection cannot be regarded as acquiescence in the absence of any evidence that they knew its source, or understood its nature. In Card’s Est. (No. 2), 337 Pa. 82 , where a similar situation was before us, we said (p. 88) : ‘There was no acquiescence on the part of such beneficiaries, because of their insufficient knowledge of the facts concerning the stock dividends listed by the trustee as corpus.’ See also Restatement, Trusts, Sections 216 (2) (b) ; 219, Comment (c).” (Italics supplied.)”
1 later decision quote this exact passagee.g. Fownes Trust
How this case has been treated — in progress
Whether each later court followed, distinguished, criticized, or overruled this decision. The treatment classification (task #35) runs highest-cited cases first and lights up here as it reaches this one.