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Mother used to live in PA and gave my brother (also in PA) POA. She signed revocation of POA and granted me POA.
Mary's answer
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Answered on February 17, 2014
Did your brother sign the Acknowledgement of the DPA? An individual can revoke their DPA at anytime as long as they are competent. I fail to see...
Archived
When filing a revocation of POA, does the court notify existing POA of the change?
Mary's answer
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Answered on February 17, 2014
If you are the principal of the Durable Power of Attorney (the DPA is your DPA), then you must provide notice to the agent that his or her powers...
Archived
Am to establish an estate. Need to make list of assets. What to include on list???
Mary's answer
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Answered on February 17, 2014
You have an estate. Your estate is all of your assets whether passing under or outside of your Will. The estate and trust attorney that you are...
Archived
Husband's Aunt and Uncle was found dead together in Jan (very strange to die together) both were 79 years old. Probate question.
Mary's answer
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Answered on February 17, 2014
Under Pennsylvania statutory law, 20 PA.C.S. Statute 8503, if it is determined that the individuals died at the same then any assets that are...
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I am one of four beneficiaries. My mother had an annuity, for which I put a claim in, but the executrix had to sign it.
Mary's answer
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Answered on February 16, 2014
This may be a simple lack of communication. If the Executor had to sign the claim documents for the annuity then that may mean that the...
If an IRA beneficiary predeceases the owner, where does the money go?
Mary's answer
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Answered on February 16, 2014
Request the IRA's legal team for a written explanation of their legal analysis, then take that information to your estate and trust attorney. The...
Archived
A holograph will has not been filed since our father's death one month ago. What happens now?
Mary's answer
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Answered on February 16, 2014
Echoing Mr. Whalen's sentiment, I am sorry for your loss. There are many complex issues that you raise in your question above, and without more...
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