Claims of Son’s Expenses as Agent Not Allowed

The son of the decedent, who also served as a co-agent under a durable power of attorney, sought reimbursement for expenses incurred over the course of eleven years before the death of the decedent, but some of the claims were barred by the four year limitation under 42 Pa.C.S. § 5525(a)(8) for liabilities based upon a writing, and the son failed to satisfy his burden of showing that expenses were incurred as agent and not as the decedent’s son. Estate of Mary Linden Keefer, 12 Fid.Rep.3d 127 (Cumberland O.C. 2021).

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