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PA Superior Court – Wrong Again

By Patti Spencer on August 9, 2008
Posted in Joint Property, Wills

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 …

Patti S. Spencer, Esq. is a nationally recognized Trust & Estates attorney, expert witness, and author. Her areas of concentration include trusts: estate administration, settlement, and planning; inheritance tax: fiduciary liability, and tax planning.

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