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
See our prior blog post on the issue of whether an inconsistent will can overcome the presumption that a joint account passes to the surviving joint owner. (You may be surprised at what the Superior Court said.)
The Pennsylvania Supreme Court has granted the petition for Allowance of Appeal from the Order of the Superior Court
In a decision filed April 17, 2008, the Pennsylvania Superior Court turned what we know about wills and joint property on its head. In In re Estate of Amelia J. Piet, the court ruled that joint accounts did not pass to the surviving joint owner because the accounts were made joint after the execution