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← 433 PA 273 - Dunham Trust

Dunham Trust’s Empirical Analysis

1969

Citation profile

9
cited by 9 later decisions
1
states following
July 1981
most recently cited

9 state decisions

How this case has been cited

Cited by 9 later decisions — most recently July 1981

9 state decisions

50196919701980decided

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 Pew Trust · Catherwood Trust · Norvell Estate · Blish Trust · McEldowney Estate

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 9 citing decisions cite the case generally; a passage count includes only decisions quoting that exact language verbatim.

  1. ““For if the trust was created in 1941, our decision in Pew Trust applies ‘that as to . . . inter vivos trusts created prior to the effective date of the Principal and Income Act of 1945 a gift of income or net income included small stock dividends of 6% or less, . . .’411 Pa. at 109, 191 A.2d at 406 . This would result in a stock distribution being apportioned to income.””
    1 later decision quote this exact passage
  2. ““Corporate distributions made to a trustee in the shares of the distributing corporation, however described or designated by the distributing corporation, shall be deemed principal but if the number of shares ... is 6% or less of the number of shares . . . outstanding . . . the shares so distributed shall be deemed income.””
    1 later decision quote this exact passage

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.