Legal Opinion

In Re: B. Fiedler, Appeal of: E. Fiedler

Superior Court of Pennsylvania

Decided January 5, 2016No. 2264 MDA 2013PublishedCited by 70 opinions

1Opinion of the Court

OPINION BY

SHOGÁN, J.:

This is an appeal from the Adjudication of Account (“Account”) by E. O’Rean Fied-ler (“O’Rean”) and a cross-appeal by Latisha Bitts (“Latisha”). O’Rean challenges gift checks written by her sister Latisha, who held their mother’s Power of Attorney (“POA”). We hold that when a designated POA agent writes gift checks from a principal’s account, the agent is constrained by the specific gift-giving limitations listed in the POA document and the statutory requirements of the Pennsylvania Decedents, Estates and Fiduciaries Code (“Code”). Accordingly, we affirm in part and…

2Cases cited28 opinions

  1. Commonwealth v. YoungSupreme Court of Pennsylvania · 1974
  2. Kripp v. KrippSupreme Court of Pennsylvania · 2004
  3. Estate of WhitleySupreme Court of Pennsylvania · 2012
  4. Parr, J. v. Ford Motor CompanySuperior Court of Pennsylvania · 2014
  5. Northeast Fence & Iron Works, Inc. v. Murphy Quigley Co.Superior Court of Pennsylvania · 2007

23 more not listed; retrieve them via the Exa API.

3Cited by70 opinions

  1. Estate of Alexander T. TscherneffSuperior Court of Pennsylvania · 2019
  2. In Re:Petition of Navarra, S. Appeal of:Navarra,CSuperior Court of Pennsylvania · 2018
  3. In Re:Estate of Krasinski, S. Appeal of:KrasinskiSuperior Court of Pennsylvania · 2018
  4. In Re: Estate of Caruso, P., Appeal of: Caruso, G.Superior Court of Pennsylvania · 2017
  5. In Re: Estate of: Ruhlman, K. Appeal of: Ruhlman,DSuperior Court of Pennsylvania · 2023

65 more not listed; retrieve them via the Exa API.

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API