Decedent Did Not Substantially Comply with Beneficiary Designation Requirements

The Orphans’ Court properly entered a judgment on the pleadings denying a petition to change the beneficiaries of the decedent’s individual retirement account (IRA) when the decedent did not comply with the change of beneficiary procedures required by the custodian of the IRA and the petition relied instead upon a note found after the decedent’s death that was written on the back of an envelope, which the court found was inconsistent with her prior emails to the custodian and was too ambiguous to support a finding that the decedent had done all she reasonably could to comply with the custodian’s procedures to change the beneficiaries. Estate of Carol D. Stanley, 1424 WDA 2023 (8/5/2024) (non-precedential).

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