25 Pennsylvania opinions name it 9 courts 1986–2024 2 in the last five years
The cases below were cited by Pennsylvania courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.
| Case | Followed | Cited |
|---|---|---|
Basile v. H & R BLOCK, INC.green2 sentences2018With respect to a breach of fiduciary duty claim, “a confidential relationship and the resulting fiduciary duty may attach wherever one occupies toward another such a position of advisor or counsellor as reasonably to inspire confidence that he will act in good faith for the other’s interest.” Basile v. H & R Block, Inc., 777 A.2d 95, 101-02 (Pa.Super. 2001), appeal denied, 569 Pa. 714 , 806 A.2d 857 (2002). 2016With respect to a breach of fiduciary duty claim, “a confidential relationship and the resulting fiduciary duty may attach wherever one occupies toward another such a position of advisor or counsellor as reasonably to inspire confidence that he will act in good faith for the other’s interest.” Basile v. H & R Block, Inc., 777 A.2d 95, 102 (Pa.Super.2001). | 3 | 3 |
cluster 772909green2 sentences2016Bohler-Uddeholm, 247 F.3d at 104-105 . 2016See Knight v. Springfield Hyundai, 81 A.3d 940, 951 (Pa.Super.2013) (declining to apply the gist of the action doctrine in part because the “alleged representations by [a]ppellees occurred prior [to] the signing of any contract”); Bohler-Uddeholm Am., Inc. v. *472 Ellwood Group, Inc., 247 F.3d 79, 104 (3rd Cir.Pa.2001) (concluding that the breach of fiduciary duty claim was not barred by the gist of the action doctrine), 11 cert. denied, 534 U.S. 1162 , 122 S.Ct. 1173 , 152 L.Ed.2d 116 (2002); see also generally Reading Radio, 833 A.2d at 211 (finding breach of fiduciary duty of loyalty, inten | 2 | 3 |
Spiegel v. Greenberggreen2 sentences2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, 2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, | 2 | 2 |
Ford v. Fordgreen2 sentences2019Ford, 878 A.2d at 899 (“[a] claim of oppressive conduct, like a claim of breach of fiduciary duty, sounds in equity”) (quotations and citations omitted); Viener, 834 A.2d at 554 (“[a] claim of breach of fiduciary duty sounds in equity”); Wolf v. Fried, 373 A.2d 734 (Pa. 1977) (derivative suit charging corporate directors with breach of fiduciary duty was an equitable action); but see B.G. 2019Ford, 878 A.2d at 899 (“[a] claim of oppressive conduct, like a claim of breach of fiduciary duty, sounds in equity”) (quotations and citations omitted); Viener, 834 A.2d at 554 (“[a] claim of breach of fiduciary duty sounds in equity”); Wolf v. Fried, 373 A.2d 734 (Pa. 1977) (derivative suit charging corporate directors with breach of fiduciary duty was an equitable action); but see B.G. | 2 | 2 |
Laurel Road HOA, Inc. v. W.E. Freas and N. Freasgreen2 sentences2019Co., 712 A.2d 273, 278 (Pa. 1998) (characterizing a breach of corporate fiduciary duty claim as a tort claim); Laurel Road Homeowners Ass’n, Inc. v. Freas, 191 A.3d 938, 949 (Pa. Cmwlth. 2018) (“a claim for breach of fiduciary duty sounds in tort”); see also DAN B. 2019Co., 712 A.2d 273, 278 (Pa. 1998) (characterizing a breach of corporate fiduciary duty claim as a tort claim); Laurel Road Homeowners Ass’n, Inc. v. Freas, 191 A.3d 938, 949 (Pa. Cmwlth. 2018) (“a claim for breach of fiduciary duty sounds in tort”); see also DAN B. | 2 | 2 |
Viener v. Jacobsgreen2 sentences2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, 2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, | 2 | 2 |
Drain v. Covenant Life Insurancegreen2 sentences2019Co., 712 A.2d 273, 278 (Pa. 1998) (characterizing a breach of corporate fiduciary duty claim as a tort claim); Laurel Road Homeowners Ass’n, Inc. v. Freas, 191 A.3d 938, 949 (Pa. Cmwlth. 2018) (“a claim for breach of fiduciary duty sounds in tort”); see also DAN B. 2019Co., 712 A.2d 273, 278 (Pa. 1998) (characterizing a breach of corporate fiduciary duty claim as a tort claim); Laurel Road Homeowners Ass’n, Inc. v. Freas, 191 A.3d 938, 949 (Pa. Cmwlth. 2018) (“a claim for breach of fiduciary duty sounds in tort”); see also DAN B. | 2 | 2 |
B.G. Balmer & Co. v. Frank Crystal & Co.green2 sentences2019Balmer & Co. v. Frank Crystal & Co., 148 A.3d 454, 470 (Pa. Super. 2016) (characterizing a breach of fiduciary duty claim as a tort claim); Drain v. Covenant Life Ins. 2019Balmer & Co. v. Frank Crystal & Co., 148 A.3d 454, 470 (Pa. Super. 2016) (characterizing a breach of fiduciary duty claim as a tort claim); Drain v. Covenant Life Ins. | 2 | 2 |
Wiseman v. Martoranogreen2 sentences2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, 2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, | 2 | 2 |
Alpart v. General Land Partners, Inc.green2 sentences2013THI’s Claims for Breach of Fiduciary Duty and Breach of the Implied Covenant of Good Faith and Fair Dealing “A breach of fiduciary duty claim is barred by the gist of the action doctrine if the fiduciary duty alleged is grounded in contract obligations.” Alpart v. General Land Partners, Inc., 574 F. Supp. 2d 491, 499 (E.D. 2013“A breach of fiduciary duty claim is barred by the gist of the action doctrine if the fiduciary duty alleged is grounded in contract obligations.” Alpart v. General Land Partners, Inc., 574 F. Supp. 2d 491, 499 (E.D. | 2 | 2 |
Gedeon v. State Farm Mutual Automobile Insurancegreen2 sentences2009Gedeon v. State Farm Mutual Automobile Insurance Company, 410 Pa. 55, 59 , 188 A.2d 320, 322 (1963). 2009Gedeon v. State Farm Mutual Automobile Insurance Company, 410 Pa. 55, 59 , 188 A.2d 320, 322 (1963). | 2 | 2 |
Snyder, G. v. Crusader Servicing Corp.green1 sentence2024Snyder v. Crusader Servicing Corp., 231 A.3d 20, 31 (Pa. Super. 2020). | 1 | 1 |
Ferraro, B. v. Temple Universitygreen1 sentence2020Pa. 2018) (“[t]o sustain [a] claim for breach of fiduciary duty,” plaintiff “must demonstrate” that defendant “failed to act in good faith” and for plaintiff’s “sole benefit” and that plaintiff “suffered an injury” as a result).14 With respect to a breach of fiduciary duty claim, a confidential relationship and the resulting fiduciary duty may attach wherever one occupies toward another such a position of advisor or counsellor as reasonably to inspire confidence that he will act in good faith for the other’s interest. . . . ____________________________________________ 14 “[A]lthough we are not | 1 | 1 |
Stephan v. Waldron Electric Heating & Cooling LLCgreen1 sentence2017See Stephan, supra at 664-65 . | 1 | 1 |
Reading Radio, Inc. v. Finkgreen1 sentence2016See Knight v. Springfield Hyundai, 81 A.3d 940, 951 (Pa.Super.2013) (declining to apply the gist of the action doctrine in part because the “alleged representations by [a]ppellees occurred prior [to] the signing of any contract”); Bohler-Uddeholm Am., Inc. v. *472 Ellwood Group, Inc., 247 F.3d 79, 104 (3rd Cir.Pa.2001) (concluding that the breach of fiduciary duty claim was not barred by the gist of the action doctrine), 11 cert. denied, 534 U.S. 1162 , 122 S.Ct. 1173 , 152 L.Ed.2d 116 (2002); see also generally Reading Radio, 833 A.2d at 211 (finding breach of fiduciary duty of loyalty, inten | 1 | 1 |
Guy v. Liederbachgreen1 sentence2016See Guy, supra. Therefore, we conclude the trial court erred in failing to dismiss the breach of fiduciary duty claim as Brychczynski has no standing to maintain this action against Barrett.8 ____________________________________________ 8 Additionally, we note the facts as pleaded in the Complaint are that the Decedent asked Barrett to modify the Trust, which was last modified in 2011, and that the Decedent appointed Barrett as the “Death Trustee” and executor of his estate. | 1 | 1 |
Knight v. Springfield Hyundaigreen1 sentence2016See Knight v. Springfield Hyundai, 81 A.3d 940, 951 (Pa.Super.2013) (declining to apply the gist of the action doctrine in part because the “alleged representations by [a]ppellees occurred prior [to] the signing of any contract”); Bohler-Uddeholm Am., Inc. v. *472 Ellwood Group, Inc., 247 F.3d 79, 104 (3rd Cir.Pa.2001) (concluding that the breach of fiduciary duty claim was not barred by the gist of the action doctrine), 11 cert. denied, 534 U.S. 1162 , 122 S.Ct. 1173 , 152 L.Ed.2d 116 (2002); see also generally Reading Radio, 833 A.2d at 211 (finding breach of fiduciary duty of loyalty, inten | 1 | 1 |
| GLM CORP. v. Kleingreen | 1 | 1 |
Takayama v. Schaefergreen1 sentence2015Indeed, the Trustees allegations, accepted as true and accorded every possible favorable inference, demonstrate that Fiduciary Trust failed in its duty to act with reasonable diligence with the Trust by obeying unreasonable directions from Ackerman, which resulted in the misappropriation of trust assets.7 See William Stevens, Ltd., 650 N.Y.S.2d at 308 ; Leonard Smith, Inc., 483 N.Y.S.2d at 849 ; see also Takayama v. Schaefer, 669 N.Y.S.2d 656, 659 (N.Y.A.D. 2d Dep’t 1998) (stating that an escrow agent becomes a representative of anyone with a beneficial interest in the trust, and can be held t | 1 | 1 |
| Mitchell Partners, L.P. v. Irex Corp.green | 1 | 1 |
| Janicik v. Prudential Insurance Co. of Americagreen | 1 | 1 |
| Kosor v. Harleysville Mutual Insurancegreen | 1 | 1 |
| Cauble v. Mabon Nugent & Co.green | 1 | 1 |
| Gordon v. Glore Forgan Incorporatedgreen | 1 | 1 |
| Case | Negative | Cited |
|---|---|---|
| No negative-treatment citations attached to this issue in Pennsylvania. Read the followed side critically anyway. | ||
| Case | Cited | Years |
|---|---|---|
Kessler v. Broder
green
2 sentences2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, 2019See Wiseman v. Martorano, 175 A.2d 873, 874-875 (Pa. 1961) (providing the plaintiff with equitable relief for his breach of fiduciary duty claim); Viener, 834 A.2d at 557-558 (the defendant breached his fiduciary duty to, and squeezed-out the plaintiff in, a closely held corporation; we affirmed the trial court’s chosen, equitable remedy, which ordered the defendant’s forced buy-out of the plaintiff’s shares at fair value); Kessler v. Broder, 851 A.2d 944 (Pa. Super. 2004) (affirming the trial court’s issuance of a mandatory preliminary injunction in favor of plaintiff and against defendants, | 2 | 2019–2019 |
Wolf v. Fried
green
2 sentences2019Ford, 878 A.2d at 899 (“[a] claim of oppressive conduct, like a claim of breach of fiduciary duty, sounds in equity”) (quotations and citations omitted); Viener, 834 A.2d at 554 (“[a] claim of breach of fiduciary duty sounds in equity”); Wolf v. Fried, 373 A.2d 734 (Pa. 1977) (derivative suit charging corporate directors with breach of fiduciary duty was an equitable action); but see B.G. 2019Ford, 878 A.2d at 899 (“[a] claim of oppressive conduct, like a claim of breach of fiduciary duty, sounds in equity”) (quotations and citations omitted); Viener, 834 A.2d at 554 (“[a] claim of breach of fiduciary duty sounds in equity”); Wolf v. Fried, 373 A.2d 734 (Pa. 1977) (derivative suit charging corporate directors with breach of fiduciary duty was an equitable action); but see B.G. | 2 | 2019–2019 |
Etoll, Inc. v. Elias/Savion Advertising, Inc.
green
2 sentences2004Id. at 23 . 2004Id. at 23 . | 2 | 2004–2004 |
Bowman v. Gum, Incorporated
green
1 sentence2021On January 24, 2020, Serota filed the POs to the Complaint,6 and a day later, filed the Second Amended POs.7 Together, the Preliminary Objections challenged: the capacity of “Concerned Owners” to sue as it is not a legal entity that can sue, be sued, or assume liability to pay for any receiver; the legal sufficiency of Concerned Owners’ claim for the appointment of a permanent receiver under Tate and Bowman v. Gum, Inc. 184 A. 258 (Pa. 1936), particularly after Xides’ Report; the legal sufficiency of Concerned Owners’ assertions that the UPCA did not apply to the Community and that the Associa | 1 | 2021–2021 |
Farese, L. v. Robinson, J.
neutral
1 sentence2020Farese v. Robinson, 2019 PA Super 336 , *23 (filed November 8, 2019). | 1 | 2020–2020 |
Newell v. Montana West, Inc.
green
1 sentence2020Pa. 2018) (“[t]o sustain [a] claim for breach of fiduciary duty,” plaintiff “must demonstrate” that defendant “failed to act in good faith” and for plaintiff’s “sole benefit” and that plaintiff “suffered an injury” as a result).14 With respect to a breach of fiduciary duty claim, a confidential relationship and the resulting fiduciary duty may attach wherever one occupies toward another such a position of advisor or counsellor as reasonably to inspire confidence that he will act in good faith for the other’s interest. . . . ____________________________________________ 14 “[A]lthough we are not | 1 | 2020–2020 |
Maritrans GP Inc. v. Pepper, Hamilton & Scheetz
green
2 sentences2016The leading case in Pennsylvania discussing breach of a fiduciary duty by an attorney with regard to a conflict of interest is Maritrans GP Inc. v. Pepper, Hamilton & Scheetz, 529 Pa. 241 , 602 A.2d 1277 (1992). 2016The leading case in Pennsylvania discussing breach of a fiduciary duty by an attorney with regard to a conflict of interest is Maritrans GP Inc. v. Pepper, Hamilton & Scheetz, 529 Pa. 241 , 602 A.2d 1277 (1992). | 1 | 2016–2016 |
Oklahoma ex rel. Board of Regents of the University of Oklahoma v. Cornforth
green
1 sentence2016See Knight v. Springfield Hyundai, 81 A.3d 940, 951 (Pa.Super.2013) (declining to apply the gist of the action doctrine in part because the “alleged representations by [a]ppellees occurred prior [to] the signing of any contract”); Bohler-Uddeholm Am., Inc. v. *472 Ellwood Group, Inc., 247 F.3d 79, 104 (3rd Cir.Pa.2001) (concluding that the breach of fiduciary duty claim was not barred by the gist of the action doctrine), 11 cert. denied, 534 U.S. 1162 , 122 S.Ct. 1173 , 152 L.Ed.2d 116 (2002); see also generally Reading Radio, 833 A.2d at 211 (finding breach of fiduciary duty of loyalty, inten | 1 | 2016–2016 |
Ross v. Hotel Employees & Restaurant Employees International Union
green
1 sentence2016See Knight v. Springfield Hyundai, 81 A.3d 940, 951 (Pa.Super.2013) (declining to apply the gist of the action doctrine in part because the “alleged representations by [a]ppellees occurred prior [to] the signing of any contract”); Bohler-Uddeholm Am., Inc. v. *472 Ellwood Group, Inc., 247 F.3d 79, 104 (3rd Cir.Pa.2001) (concluding that the breach of fiduciary duty claim was not barred by the gist of the action doctrine), 11 cert. denied, 534 U.S. 1162 , 122 S.Ct. 1173 , 152 L.Ed.2d 116 (2002); see also generally Reading Radio, 833 A.2d at 211 (finding breach of fiduciary duty of loyalty, inten | 1 | 2016–2016 |
Hallman v. Presley
green
1 sentence2016See Knight v. Springfield Hyundai, 81 A.3d 940, 951 (Pa.Super.2013) (declining to apply the gist of the action doctrine in part because the “alleged representations by [a]ppellees occurred prior [to] the signing of any contract”); Bohler-Uddeholm Am., Inc. v. *472 Ellwood Group, Inc., 247 F.3d 79, 104 (3rd Cir.Pa.2001) (concluding that the breach of fiduciary duty claim was not barred by the gist of the action doctrine), 11 cert. denied, 534 U.S. 1162 , 122 S.Ct. 1173 , 152 L.Ed.2d 116 (2002); see also generally Reading Radio, 833 A.2d at 211 (finding breach of fiduciary duty of loyalty, inten | 1 | 2016–2016 |
Jewel v. Boxer
green
2 sentences2016The Superior Court in Ruby also relied upon the California Court of Appeal’s decision in Jewel v. Boxer, 156 Cal.App.3d 171 , 203 Cal.Rptr. 13 (Cal.Ct.App. 1984), which involved an application for an accounting of attorney fees arising from unfinished business of a dissolved law partnership. 2016The Superior Court in Ruby also relied upon the California Court of Appeal’s decision in Jewel v. Boxer, 156 Cal.App.3d 171 , 203 Cal.Rptr. 13 (Cal.Ct.App. 1984), which involved an application for an accounting of attorney fees arising from unfinished business of a dissolved law partnership. | 1 | 2016–2016 |
Leonard Smith, Inc. v. Merrill Lynch, Pierce, Fenner & Smith
green
1 sentence2015Indeed, the Trustees allegations, accepted as true and accorded every possible favorable inference, demonstrate that Fiduciary Trust failed in its duty to act with reasonable diligence with the Trust by obeying unreasonable directions from Ackerman, which resulted in the misappropriation of trust assets.7 See William Stevens, Ltd., 650 N.Y.S.2d at 308 ; Leonard Smith, Inc., 483 N.Y.S.2d at 849 ; see also Takayama v. Schaefer, 669 N.Y.S.2d 656, 659 (N.Y.A.D. 2d Dep’t 1998) (stating that an escrow agent becomes a representative of anyone with a beneficial interest in the trust, and can be held t | 1 | 2015–2015 |
| Stevens v. Kings Village Corp. green | 1 | 2015–2015 |
| Moses v. Diocese of Colorado green | 1 | 1995–1995 |
| Gordon v. Du Pont Glore, Forgan, Inc. green | 1 | 1986–1986 |
| Galey Construction Co. v. Utah Mortgage Loan Corp. green | 1 | 1986–1986 |
| Tenneco Inc. v. Public Service Commission green | 1 | 1986–1986 |
Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.