How Can Heirs Stop a Former Power of Attorney After Death and Recover Estate Assets in Pennsylvania? | Pennsylvania Probate | FastCounsel
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How Can Heirs Stop a Former Power of Attorney After Death and Recover Estate Assets in Pennsylvania?

What steps can heirs take to stop a former power of attorney after death and recover misused estate assets? - Pennsylvania

The Short Answer

In Pennsylvania, a power of attorney generally does not give someone ongoing authority to manage a person’s finances after death—control shifts to the estate’s court-appointed personal representative (executor/administrator). If a former agent used the power of attorney to take or move assets improperly, heirs typically pursue recovery through the estate (often by demanding records, tracing transfers, and bringing a court action for return/surcharge).

Why You Should Speak with an Attorney

Even when it feels obvious that a former agent “shouldn’t be touching anything,” these cases can turn on timing, documentation, and whether the agent claims the transfers were authorized gifts, reimbursements, or compensation. Applying the statutes to your facts is rarely simple, and the wrong move can delay probate or make recovery harder.

  • Strict authority rules after death: The estate’s personal representative is typically the party with standing to demand records, take possession, and sue to recover assets under 20 Pa.C.S. § 3311. If no one has been appointed yet, heirs may need to address that first to avoid banks and institutions refusing to cooperate.
  • Burden of proof and tracing: Proving misuse often requires bank records, transaction histories, and a clear timeline. Pennsylvania law requires agents to keep records and permits post-death disclosure requests by the personal representative/successor in interest under 20 Pa.C.S. § 5601.3, but enforcement may require court involvement.
  • Exceptions and defenses: Under 20 Pa.C.S. § 5605, an agent (or third party) may argue they acted in good faith without actual knowledge of death. Whether that applies can depend on facts like notice, timing, and what the agent knew.

If you suspect a former power of attorney drained accounts, changed beneficiary designations, or transferred property, an attorney can help the estate quickly secure records, evaluate claims, and pursue recovery in the proper court and posture—without accidentally tipping off the wrong person or undermining the estate’s position.

If you want more background, you may also find these helpful: Can a Power of Attorney Manage Assets After Death in Pennsylvania? and How Can I Challenge an Executor’s Accounting and Recover Missing Estate Funds in Pennsylvania?.

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Disclaimer: This article provides general information under Pennsylvania law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.