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Home→Tags Multiple-Party Account Act

Tag Archives: Multiple-Party Account Act

Beneficiaries Had Standing Whether Accounts Were “In Trust For” or Joint

Posted on July 28, 2023 by Daniel EvansJuly 28, 2023

The beneficiaries of certificates of deposits which were originally alleged to be “in trust for” accounts, and which had been held to give them standing to challenge actions of decedent’s agents who removed the beneficiary designations before the decedent’s death, … Continue reading →

Posted in Opinions | Tagged Joint Tenancy, Multiple-Party Account Act, Standing, Tentative trusts

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

Actions of Gravely Ill Decedent

Large transfers shortly before the death of the decedent into joint accounts with the decedent’s daughter, arranged by the daughter while the decedent was gravely ill, could not have been an intentional act of the decedent, and was the product … Continue reading →

Posted in Opinions | Tagged Attorney fees, Executor commissions, Multiple-Party Account Act, Undue influence

Deaths of Two Joint Account Owners

When a parent sets up a bank account in the names of herself and her two children, the surviving child becomes the sole owner of the account following the death of the parent and (four days later) the death of … Continue reading →

Posted in Opinions | Tagged Multiple-Party Account Act, PEF 6304

Proceeds of Sale of Jointly Owned Home

Although father testified that home he purchased for his own use was titled in joint names with his son for “estate planning purposes,” proceeds of sale were shown to have been paid to father and son equally, and deposit of … Continue reading →

Posted in Opinions | Tagged Joint Tenancy, Multiple-Party Account Act

Intent to Create Joint Accounts; Exculpation of Agent Acting in Good Faith

Intent of decedent to create joint bank account determined from the actions of the parties and not the way in which signature cards were filled in; agent who received and disbursed decedent’s funds in good faith during her lifetime held … Continue reading →

Posted in Opinions | Tagged Agent's exculpation, Agent's liability, Good faith, Multiple-Party Account Act

Misuse of Power of Attorney and Joint Account

Upon preliminary objections to a complaint filed in the Civil Division alleging abuse of a power of attorney, the action was transferred to the Orphans’ Court, which has exclusive jurisdiction under 20 Pa.C.S. § 711(22).  Preliminary objection alleging that the … Continue reading →

Posted in Opinions | Tagged Jurisdiction, Multiple-Party Account Act, Power of Attorney

Contributions to Entirities Account and Gifts

Shortly before decedent’s death, decedent deposited proceeds from the sale of his business into a bank account in joint names with his wife (tenancy by the entirety), from whom he was separated, and then promptly withdrew the money, placing it … Continue reading →

Posted in Opinions | Tagged Gift, Multiple-Party Account Act, PEF 6303, Tenancy by the entirety

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