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Instructions & Checklist
Pennsylvania General Power of Attorney
[_] This package contains (1) Instructions & Checklist for General Power of Attorney; (2)
Information for General Power of Attorney; (3) General Power of Attorney
[_] This General Power of Attorney becomes effective immediately and remains effective
until the death of the Grantor or until the Grantor becomes disabled or incapacitated.
[_] The Principal (i.e. the person granting the power of Attorney) must be mentally
competent. In Pennsylvania, if the Power of Attorney is executed by mark (when the
Principal is incapable of signing) or by another individual (at the direction of the
Principal), then it shall be witnessed by two individuals, each of whom is 18 years of
age or older. A witness shall not be the individual who signed the power of attorney
on behalf of and at the direction of the principal. Furthermore, witnesses should not
be related by blood or marriage to the Principal, Agent or Notary. Although not
necessary, signing the document before a Notary is suggested. Notarization will also
allow the Power of Attorney to be recorded as a public record, if necessary.
[_] The Principal must also sign the “Notice to Principal” at the beginning of the Power
of Attorney document.
[_] The Agent (i.e. Attorney in Fact) will have to sign the Acknowledgement at the
bottom of the Power of Attorney document. The Agent shall exercise th e powers for
the benefit of the Principal. The Agent shall keep separate the assets of the Principal
from those of the Agent. The Agent shall exercise reasonable caution and prudence.
The Agent shall keep a full and accurate record of all actions, receipts and
disbursements on behalf of the Principal.
[_] The Principal should keep the original document, as well as a copy. The Agent should
have access to the original document as needed. The Agent could also have an
original document (i.e. with original signatures). The Agent should be prepared to
make copies for different transactions he undertakes.
[_] The Principal should be careful in instructing the Agent (or attorney-in-fact) as to the
tasks the Agent should complete. The Grantor should also be very careful in the
selection of the Agent. The powers granted by this document are very broad and
sweeping, as the Agent has the power to handle business and legal matters on the
[_] These forms are not intended and are not a substitute for le gal advice. These forms
should only be a starting point for you and should not be used without consulting with
an attorney first. An Attorney should be consulted before negotiating any document
with another party.