{"id":10873,"date":"2024-08-11T21:32:32","date_gmt":"2024-08-12T01:32:32","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=10873"},"modified":"2024-08-11T21:32:35","modified_gmt":"2024-08-12T01:32:35","slug":"decedent-did-not-substantially-comply-with-beneficiary-designation-requirements","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=10873","title":{"rendered":"Decedent Did Not Substantially Comply with Beneficiary Designation Requirements"},"content":{"rendered":"\n<p>The Orphans&#8217; Court properly entered a judgment on the pleadings denying a petition to change the beneficiaries of the decedent&#8217;s individual retirement account (IRA) when the decedent did not comply with the change of beneficiary procedures required by the custodian of the IRA and the petition relied instead upon a note found after the decedent&#8217;s death that was written on the back of an envelope, which the court found was inconsistent with her prior emails to the custodian and was too ambiguous to support a finding that the decedent had done all she reasonably could to comply with the custodian&#8217;s procedures to change the beneficiaries.  <em>Estate of Carol D. Stanley<\/em>, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A16030-24m%20-%20106025728276343726.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">1424 WDA 2023<\/a> (8\/5\/2024) (non-precedential).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Orphans&#8217; Court properly entered a judgment on the pleadings denying a petition to change the beneficiaries of the decedent&#8217;s individual retirement account (IRA) when the decedent did not comply with the change of beneficiary procedures required by the custodian &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=10873\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[],"class_list":["post-10873","post","type-post","status-publish","format-standard","hentry","category-opinions","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10873","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10873"}],"version-history":[{"count":2,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10873\/revisions"}],"predecessor-version":[{"id":10875,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10873\/revisions\/10875"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10873"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10873"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}