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Home→Tags PEF 5601.2(e)

Tag Archives: PEF 5601.2(e)

Surcharge, Gifts Under POA, and Dead Man’s Rule

Agent under power of attorney filed account that included $480,515 in gifts to family, which sister of agent (and one of two beneficiaries under decedent’s will) objected to gifts as beyond the Agent’s power and under Section 5601.2(e) pertaining to … Continue reading →

Posted in Opinions | Tagged annual federal exclusion, Dead man's rule, gifts, Hearsay, PEF 5601.2(e), Power of Attorney

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