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Pennsylvania Power of Attorney

This document serves as a Power of Attorney according to the laws of the Commonwealth of Pennsylvania. It allows you to designate someone to act on your behalf in various financial and legal matters.

Principal Information:

Name: ___________________________________

Address: ___________________________________

City, State, Zip Code: ______________________

Date of Birth: ______________________________

Agent Information:

Name: ___________________________________

Address: ___________________________________

City, State, Zip Code: ______________________

Phone Number: ____________________________

Grant of Authority:

I, the undersigned Principal, hereby grant the Agent the authority to act on my behalf in the following matters:

  • Manage financial accounts.
  • Make decisions regarding real estate transactions.
  • Handle tax matters and payments.
  • Engage in business operations.
  • Make medical decisions if necessary.

Effective Date:

This Power of Attorney shall become effective on: ____________.

Durability:

This Power of Attorney shall not be affected by my subsequent disability or incapacity.

Signature:

By signing below, I acknowledge that I am granting this authority willingly and understand its implications.

Principal Signature: _____________________________

Date: _________________________

Witnesses:

  1. Witness Name: ______________________ Signature: ______________________ Date: ___________
  2. Witness Name: ______________________ Signature: ______________________ Date: ___________

Notarization:

State of Pennsylvania, County of ____________.

Subscribed and sworn before me this ___ day of ____________, 20__.

Notary Public Signature: _________________________

My Commission Expires: ________________________

Form Data

Fact Name Details
Definition A Power of Attorney (POA) allows one person to act on behalf of another in legal or financial matters.
Governing Law The Pennsylvania Power of Attorney is governed by the Pennsylvania Consolidated Statutes, Title 20, Chapter 56.
Types of POA There are different types of POAs, including general, limited, and durable, each serving specific purposes.
Durability A durable Power of Attorney remains effective even if the principal becomes incapacitated.
Agent Responsibilities The agent must act in the best interest of the principal and manage their affairs responsibly.
Revocation The principal can revoke the Power of Attorney at any time, as long as they are competent.
Witness Requirement In Pennsylvania, the POA must be signed in the presence of two witnesses or a notary public.
Healthcare Decisions A separate document is typically required for healthcare decisions, known as a Healthcare Power of Attorney.
Filing There is no requirement to file the Power of Attorney with the state, but it should be kept in a safe place.

Pennsylvania Power of Attorney - Usage Guidelines

Filling out the Pennsylvania Power of Attorney form is a straightforward process that allows you to designate someone to act on your behalf in legal and financial matters. Once completed, this form should be signed and dated, and it may need to be notarized to ensure its validity.

  1. Begin by obtaining the Pennsylvania Power of Attorney form. You can find this form online or through legal resources.
  2. Read the form carefully to understand its sections and requirements. Familiarize yourself with the responsibilities and powers you are granting.
  3. In the first section, fill in your name and address as the principal, the person granting the authority.
  4. Next, enter the name and address of the agent you are appointing. This individual will act on your behalf.
  5. Specify the powers you wish to grant your agent. You can choose to give them broad authority or limit their powers to specific tasks.
  6. If applicable, include any special instructions or limitations regarding the agent’s authority.
  7. Sign and date the form in the designated area. Ensure your signature matches the one on your identification.
  8. Consider having the form notarized. This adds an extra layer of authenticity and may be required for certain transactions.
  9. Distribute copies of the completed form to your agent and any relevant institutions or individuals who may need it.

Dos and Don'ts

When filling out the Pennsylvania Power of Attorney form, it's important to be careful and thorough. Here are some guidelines to help you navigate the process effectively.

  • Do read the entire form carefully before starting to fill it out.
  • Do ensure that you understand the powers you are granting to your agent.
  • Do sign the form in the presence of a notary public to ensure its validity.
  • Do keep a copy of the completed form for your records.
  • Don't leave any sections blank; if a section doesn't apply, write "N/A."
  • Don't rush through the process; take your time to avoid mistakes.

Common mistakes

  1. Not specifying the powers granted: Many individuals fail to clearly outline the specific powers they are granting to their agent. This can lead to confusion and disputes later on.

  2. Neglecting to date the document: A common mistake is not including the date on which the Power of Attorney is executed. Without a date, the validity of the document may be questioned.

  3. Forgetting to sign: It may seem obvious, but some individuals forget to sign the form. A Power of Attorney is not valid without the principal's signature.

  4. Not having witnesses or notarization: Pennsylvania law requires that the Power of Attorney be signed in the presence of a notary public or witnesses. Failing to do so can invalidate the document.

  5. Choosing the wrong agent: Selecting an untrustworthy or unqualified individual as an agent can lead to misuse of the powers granted. Always choose someone reliable.

  6. Leaving out alternate agents: It is wise to name alternate agents in case the primary agent is unable or unwilling to act. Omitting this can leave you without representation.

  7. Not reviewing the form for accuracy: Errors in names, addresses, or other details can create complications. Review the form thoroughly before finalizing it.

  8. Failing to communicate with the agent: After completing the form, it is crucial to discuss the responsibilities and expectations with the chosen agent. Lack of communication can lead to misunderstandings.

  9. Not keeping copies: After execution, failing to keep copies of the Power of Attorney can result in difficulties when the agent needs to use it. Always retain multiple copies for reference.