J. Michael Young blogs about a change of beneficiary designation when the decedent lacked sufficient mental capacity or was the victim of undue influence. He provides an excellent discussion of In re Estate of Wallis in this post.
PA Supreme Court Decides Novosielski
The Pennsylvania Superior Court is reversed! No surprise. (See our prior posts here and here.) Read the Supreme Court’s decision here.
Common sense prevailed. Joint accounts are rehabilitated. The joint account result is correct and good. However, in this particular case, the appellants missed the boat. This really should have been a case on the appropriateness
Pennsylvania Tax Amnesty
"Amnesty
(from the Greek amnestia, oblivion) is a legislative or executive act by which a state restores those who may have been guilty of an offense against it to the positions of innocent people. It includes more than pardon, in as much as it obliterates all legal remembrance of the offense.
Who gets the grandfather clock?
How many families do you know who fought over the settlement of their Mom and Dad’s estate? In my experience, these family feuds are often over things – not money. Who gets the sterling flatware and who gets the drop-leaf table are points of contention that rip apart the family fabric.
Mom and Dad, why