“Death Bed” Transfer on Death Designation Valid

Orphans’ Court properly denied motion for summary judgment claiming that a transfer on death beneficiary designation signed by decedent and delivered to her bank shortly before her death was invalid because it was not accepted by the bank during the decedent’s lifetime, was filled in by her agent and not by the decedent, and failed to designate a contingent beneficiary, but the court’s finding that the account was not a testamentary asset was vacated and the case remanded so that the court could address the claim that the beneficiary designation was the result of undue influence by the agent.  In re: Estate of Anna S. Wierzbicki, 2017 PA Super 346 (11/6/2017).

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