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Home→Tags Joint accounts

Tag Archives: Joint accounts

No Undue Influence by Spouse

Although the decedent’s spouse had a confidential relationship with the decedent through her increasing control over the decedent’s business affairs, there was insufficient evidence of a weakened intellect and so the claims of undue influence over two lifetime transactions was … Continue reading →

Posted in Opinions | Tagged Joint accounts, Undue influence, weakened intellect

Notice of Inheritance Tax on Joint and TOD Accounts

Posted on April 29, 2022 by Daniel EvansApril 29, 2022

Reports are circulating that the Pa. Dept. of Revenue has told Registers of Wills that it will no longer be issuing Forms REV-1543 to the surviving owners of joint bank accounts or the beneficiaries of “in trust for” or “pay … Continue reading →

Posted in News | Tagged Inheritance Tax, Joint accounts

New Rule for Small Estate Petition

Posted on August 28, 2020 by Daniel EvansAugust 28, 2020

The Supreme Court has adopted a new Pa.O.C. Rule 5.50 governing the form and contents of petitions to settle small estates in accordance with 20 Pa.C.S. § 3102, the new rule to be effective on October 1, 2020. A note has … Continue reading →

Posted in News, Rules and Regs. | Tagged Claims of Creditors, Joint accounts, Joint Tenancy, Multiple-Party Account Act, PEF Code 3101, Small estate, TOD registration

Proposed Rule for Small Estate Petitions and Rights of Creditors

Posted on February 10, 2019 by Daniel EvansFebruary 10, 2019

As previously reported, the Supreme Court Orphans’ Court Procedural Rules Committee has published a draft of a new Pa.O.C. Rule 5.50 that it intends to propose to the Supreme Court to specify the contents of a petition to settle a … Continue reading →

Posted in Articles | Tagged Claims of Creditors, Joint accounts, Joint Tenancy, Multiple-Party Account Act, TOD registration

Lifetime Gifts were not Advancements

When the will unambiguously left the testator’s estate to his four children in equal shares, it was error for the court to interpret the will to treat gifts made by the testator’s agent after the execution of the will as … Continue reading →

Posted in Opinions | Tagged Advancements, Joint accounts, Will interpretation

Agents without Power to Create Joint Accounts

Power of attorney did not include power to create joint accounts with rights of survivorship, or to commingle assets of the principal with the agents, so the creation of a joint account was invalid and the money in the account … Continue reading →

Posted in Opinions | Tagged Joint accounts, Power of Attorney

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