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Home→Tags TOD registration

Tag Archives: TOD registration

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

TOD Account Subject to Elective Share

A Vanguard account payable to a named beneficiary at the death of the account owner is subject to the surviving spouse’s elective share under 20 Pa.C.S. § 2203.  In re Estate of Rood, 5 Fid.Rep.3d 15, 107 Berks Co.L.J. 71 … Continue reading →

Posted in Opinions | Tagged PEF 2203, PEF 6409, Spousal Election, TOD registration

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