Claim for Liquidated Totten Trust Denied

The power of the decedent’s agent to “engage in banking and financial transactions” included the power to liquidate certificates of deposit that were “Totten trusts” with beneficiary designations in favor of the appellant, and the appellant failed to adequately develop the argument that the liquidation and transfer of the funds into an account in the name of the decedent without any beneficiary designation was a violation of 20 Pa.C.S. § 5601.3, so the decree of the Orphans’ Court denying the claims of the appellant was affirmed. In re: Estate of Willard Charles Gritser, Deceased, 741 WEA 2023 (Pa. Super. 5/7/2024) (non-precedential).

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