{"id":9229,"date":"2022-05-30T21:46:30","date_gmt":"2022-05-31T01:46:30","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=9229"},"modified":"2025-09-02T08:26:52","modified_gmt":"2025-09-02T12:26:52","slug":"agents-deposit-into-joint-account-was-a-breach-of-fiduciary-duty","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=9229","title":{"rendered":"Agent&#8217;s Deposit into Joint Account Was a Breach of Fiduciary Duty"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">An agent&#8217;s deposit of a refund check payable to the principal into a bank account in the joint names of the principal and agent was an act of self-dealing and a breach of fiduciary duty by the agent because she commingled the funds of the principal with the funds of the agent, and so a surcharge on the agent was imposed. A receipt signed by a beneficiary for two rings of the decedent was upheld over the testimony of the beneficiary that she received only one ring. A tax penalty was directed to be paid by the estate and not imposed on one co-executor when there were delays and miscommunications between the one co-executor and the attorney for the estate. Other objections to the account of the executors and agent were was dismissed for failures of proof. <em>Finnie Estate<\/em>, 12 Fid.Rep.3d 203 (Montgomery O.C. 2022), <em>vac. and rem.<\/em>, <a href=\"https:\/\/resources.evans-legal.com\/?p=11770\" target=\"_blank\" rel=\"noreferrer noopener\">1476 EDA 2022, 1477 EDA 2022<\/a> (Pa. Super. 2\/27\/2023) (non-precedential).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>An agent&#8217;s deposit of a refund check payable to the principal into a bank account in the joint names of the principal and agent was an act of self-dealing and a breach of fiduciary duty by the agent because she &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=9229\">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":[593,162,161],"class_list":["post-9229","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-agents-duties","tag-self-dealing","tag-surcharge","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9229","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=9229"}],"version-history":[{"count":5,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9229\/revisions"}],"predecessor-version":[{"id":11772,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9229\/revisions\/11772"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9229"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9229"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}