Challenge to Beneficiary Designation Lies Orphans’ Court

The Orphans’ Court has mandatory jurisdiction over a challenge to the validity of a beneficiary designation to a deferred compensation plan, and so a preliminary objection to the petition was dismissed. The petition alleged that the decedent changed the beneficiary designation on-line three months before his death, when the decedent was mentally handicapped from drug addiction, the elements of undue influence, fraud, lack of capacity, or mistake could be inferred from those allegations, and so the preliminary objection to the petition for failing to state a claim was also dismissed. DelVecchio Estate, 3 Fid.Rep.4th 283 (Philadelphia O.C. 2025).

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