Peacock Tales • Summer 2010


In our April 2009 edition we reported that the Pennsylvania Superior Court held that a joint bank account established after a will had been prepared could not change the dispositive terms of an earlier will. (See: “Did you mean to write Johnny out of your will?”). The Pennsylvania Supreme Court recently overruled the Superior Court finding that a joint account passed to the survivor of the account owners regardless of a prior will, unless there was clear and convincing evidence that the decedent intended the account to be a “convenience account.” The Supreme Court’s holding reaffirmed Pennsylvania law as it existed prior to the Superior Court decision.

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