In Re: B. Fiedler, Appeal of: E. Fiedler
Superior Court of Pennsylvania
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
- Commonwealth v. YoungSupreme Court of Pennsylvania · 1974
- Kripp v. KrippSupreme Court of Pennsylvania · 2004
- Estate of WhitleySupreme Court of Pennsylvania · 2012
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