Estate of Russell, S. Appeal of: Brooks, K. ( 2017 )


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  • J-S69014-17
    NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37
    ESTATE OF SONDRA H. RUSSELL                      IN THE SUPERIOR COURT OF
    PENNSYLVANIA
    APPEAL OF: KENNETH L. BROOKS
    No. 737 WDA 2017
    Appeal from the Order Entered April 24, 2017
    In the Court of Common Pleas of Fayette County
    Orphans' Court at No(s): 115 OC 2014
    BEFORE: BOWES, RANSOM, AND STEVENS, P.J.E.,* JJ.
    MEMORANDUM BY BOWES, J.:                     FILED NOVEMBER 28, 2017
    Kenneth Brooks appeals from an orphans’ court order surcharging him
    and re-affirming his removal as administrator of this estate. We affirm.
    Sondra H. Brooks died intestate on February 7, 2014, and, on
    February 13, 2014, Appellant filed a petition for issuance of letters of
    administration on her estate. Appellant set forth in that petition that, as a
    maternal first cousin, he was the sole intestate heir, and the Register of Wills
    of Fayetteville County issued letters of administration to Appellant, who was
    represented by Donald Blake Moreman.          Sondra was a widow with no
    children, no siblings, and parents who predeceased her.
    On August 22, 2014, Edward Russell filed a petition for rule to show
    cause why Appellant should not be compelled to allow him to remove certain
    * Former Justice specially assigned to the Superior Court.
    J-S69014-17
    of his personal property from the decedent’s home and compelled to
    reimburse Mr. Russell for the funeral expenses that Mr. Russell had paid on
    behalf of the estate. Mr. Russell was romantically involved with Sondra for
    forty years, and certain of his belongings were in her home. Mr. Russell was
    granted relief.   Appellant reimbursed the funeral expenses to Mr. Russell
    and, after Mr. Russell filed another petition, Appellant allowed Mr. Russell
    into Sondra’s home to document which of the items therein belonged to him.
    Appellant subsequently failed to transfer to Mr. Russell some of his personal
    property remaining in Sondra’s house.
    On September 25, 2014, Jack Hann and Uganda Leighlighter filed a
    petition averring that Appellant should be removed as administrator. They
    claimed that decedent had numerous paternal first cousins, that Appellant
    personally knew both Mr. Hann and Ms. Leighlighter, that Appellant knew
    that they were Sondra’s paternal first cousins, that he thus knew that they
    were intestate heirs, and that the petition for letters of administration that
    Appellant filed was factually incorrect. In their petition, Mr. Hann and Ms.
    Leighlighter also alleged that they never were notified of the opening of the
    estate, even though they were co-equal intestate heirs with Appellant, and
    they also noted that Appellant had not performed any function to fulfill his
    obligations as administrator.     Specifically, Appellant had not filed an
    inventory and had not placed the decedent’s home on the market. On March
    26, 2015, a consent order was entered appointing Mr. Hann and Appellant as
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    co-administrators.   Mr. Hann subsequently discovered that there were
    fourteen paternal first cousins with the same degree of consanguinity to
    decedent as Appellant held.
    Mr. Hann thereafter filed a second petition requesting removal of
    Appellant as co-administrator. Mr. Hann set forth that Appellant refused to
    turn over any records of accounts or other personal assets owned by
    Sondra. On September 3, 2015, Appellant was removed as administrator,
    and Mr. Hann was named as the sole administrator of the estate.           On
    October 1, 2015, the estate attorney was ordered to return $24,000 that
    Appellant had paid him three months after the estate was opened.
    Mr. Hann then filed a motion for Appellant to be required to return
    funds to him, and Mr. Russell filed a petition to enforce and for contempt
    against Appellant because Appellant had not returned certain of Mr. Russell’s
    belongings to him. The court held a hearing, and, in an order dated April
    21, 2017, and entered on April 24, 2017, the orphans’ court disallowed the
    $24,000 advanced to Mr. Moreman as an estate expense, thus surcharging
    Appellant for that amount. The orphans’ court also surcharged Appellant for
    $4,000 in personalty that Mr. Russell had not received.     In the April 21,
    2017 order, the court also reaffirmed its decision to remove Appellant as
    administrator. This appeal followed. Appellant raises these various issues
    on appeal:
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    I. As the burden of production and persuasion is on the moving
    party, whether there was sufficient tangible documentary
    evidence produced by the moving party generally and in the
    following particulars to support the Court's findings/order:
    a. The Court accepted the testimony of Edward
    Russell, even though opining from the bench that Mr.
    Edward Russell did not know too much of anything.
    b. The Court accepted testimony of Jack Hann, Co-
    Administrator, without any basis, even when he
    testified that he did not remember, but chastised
    Kenneth L. Brooks for not remembering everything.
    c. The Court did not accept the testimony of Kenneth
    L. Brooks and Kenneth R. Brooks with respect to all
    of the decisions being made with respect to estate
    administration after the appointment of the Co-
    Administrator, being joint decisions; even though
    Jack Hann, Co-Administrator, did not dispute this
    testimony.
    d. The Court did not accept the testimony of Kenneth
    R. Brooks with respect to the number of firearms and
    disposition; but rather, appeared to accept the
    testimony of Edward Russell (the same Edward
    Russell the Court said did not know too much of
    anything) without any basis.
    e. The Court did not accept the Authorization to
    Represent the Estate of Sondra Russell in Litigation
    dated May 15, 2014, which reads that a retainer of
    $24,000.00 would be billed at the rate of $210.00
    per hour for estate litigation.
    f. The Court did not accept that the Litigation
    retainer was in response to prior counsel of Edward
    Russell threatening litigation a month after
    decedent's death and counsel demanding support for
    the informal claim, before the claim was made
    formally (which it was never filed as a claim).
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    g. The Court did not accept testimony that Edward
    Russell had sole care, custody and control of the
    decedent's residence and personalty until Kenneth L.
    Brooks appointment on February 13, 2014.
    h. The Court did not accept testimony that the
    residence was listed with a realtor shortly after the
    initial stage of litigation resulted in the appointment
    of the Co-Administrator.
    i. The Court did not accept testimony that Edward
    Russell frustrated Kenneth L. Brooks' efforts by
    intercepting   Decedent's  mail.   (regarding life
    insurance, stock etc.)
    j. The Court did not accept testimony that Kenneth L.
    Brooks had installed a security system at decedent's
    residence requiring the internet (Armstrong Cable in
    the area.); but rather chastised Brooks for incurring
    the cable bill after death.
    k. The Court did not accept the testimony the
    Kenneth L. Brooks, through Kenneth R. Brooks, had
    secured the buyer for the decedent's residence;
    which was finalized through the Real Estate Broker
    secured by Kenneth L. Brooks.
    l. The Court apparently considered a Motion to
    Enforce which was filed after the hearings were
    begun, thereby considering issues not properly
    before the Court.
    m. The Court, without any basis nor testimony in
    support, concluded that the clean up, fix up, auction
    or storage should have been accomplished before
    any of the within litigation commenced.
    n. The Court, without having any testimony of value
    of anything, concluded that Edward Russell was
    improperly deprived of at least $4,000.00 worth of
    property.
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    o. The Court, over testimony that the Co-
    Administrators, agreed to continue a $100.00 yearly
    donation to the local volunteer fire department
    servicing the decedent's residence, erroneously
    attributed the decision to Kenneth L. Brooks alone.
    p. The Court erroneously determined that Kenneth L.
    Brooks was retired and not working; when, in fact,
    Kenneth L. Brooks, during all times relevant herein,
    was and is employed by the Connellsville School
    District during regular business hours.
    q. The Court erroneously determined that Jack Hann
    did not have access to the Decedent's residence;
    when, in fact, Jack Hann had full access to the
    decedent's residence by having the alarm code on
    the alarm system to gain access to the residence.
    r. The Court erroneously determined that Jack Hann
    did not have access to the Decedent's property;
    when, in fact, Jack Hann had access to all of the
    decedent's property, as he was listed on the Estate
    bank account, with full access.
    s. The Court determined that since Brooks was
    completely removed in September 2015, the Estate
    Administration has improved dramatically; when, in
    fact, Administration was completed by Kenneth R.
    Brooks assisting Kenneth L. Brooks locating a buyer
    for the decedent's residence; and, when the Court
    received no evidence of any Administration
    after Kenneth L. Brooks' removal.
    t. The Court erred by not considering the detailed,
    dated, billing of services provided pursuant to the
    Authorization to Represent. The detailed billing, as
    submitted by counsel for the movant, will speak for
    itself; Kenneth L. Brooks neither wrote nor fully
    understood the billing - as he testified. Kenneth L.
    Brooks testified that he knew there was a bill and it
    would be addressed after this was over.
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    II. Whether      the   Court   erred    by   not   following   contempt
    procedures.
    Appellant’s brief at 4-9 (typographical errors corrected).
    Initially, we outline our established standard of review herein:
    Our standard of review of an orphans’ court’s decision is
    deferential. When reviewing an orphans’ court’s decree, this
    Court must determine whether the record is free from legal error
    and whether the orphans’ court’s findings are supported by the
    record. Because the orphans’ court sits as the finder of fact, it
    determines the credibility of witnesses and, on review, this Court
    will not review its credibility determinations absent an abuse of
    discretion.
    Estate of Sachetti v. Sachetti, 
    128 A.3d 273
    , 282-83 (Pa.Super. 2015)
    (citations omitted).
    We next observe that the eighteen sub-issues raised in Appellant’s first
    statement of questions involved in this appeal are not developed in the
    argument portion of his brief, and he provides no case authority on the
    merits of questions I. a-t.      Appellant’s failure to argue these contentions
    and provide legal authority to support his positions results in their waiver on
    appeal. Korn v. Epstein, 
    1727 A.2d 1130
    , 1135 (Pa.Super. 1999) (citation
    omitted) (“Where the appellant has failed to cite any authority in support of
    a contention, the claim is waived.”)         Even if not waived, sub-issues I. a-t
    concern the decision of the orphans’ court to credit certain testimony and
    disregard other testimony. As the above standard of review indicates, this
    Court cannot reverse the credibility determinations of the orphans’ court
    absent an abuse of discretion. The orphans’ court provided a explanation for
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    J-S69014-17
    all of its credibility determinations in its Pa.R.A.P. 1925(b) Opinion filed on
    June 20, 2017, and to the extent necessary, we rely on that in concluding
    that there is no abuse of discretion.
    In the argument portion of his brief, Appellant first maintains that
    there was insufficient evidence produced by the moving parties to support
    the April 21, 2017 order. Appellant’s brief at 15. He claims that his removal
    as administrator was unsupported by the proof. Appellant’s brief at 15-18.
    The removal of a personal representative is a final, appealable order.
    Pa.R.A.P. 342(a)(5) (“An appeal may be taken as of right from . . . orders of
    the Orphans’ Court Division . . . determining the status of fiduciaries . . . in
    an estate.”).   Appellant was removed as administrator on September 3,
    2015, and, on that date, Mr. Hann was named as the sole administrator.
    That order was not appealed, even though it was final.
    The failure to appeal a final order results in the issue decided therein
    as being res judicata. Estate of Braun, 
    650 A.2d 73
    , 76 (Pa.Super. 1994)
    (“The failure to appeal from a final order renders the doctrine of res judicata
    applicable.”); see also U.S. National Bank v. Johnson, 
    487 A.2d 809
     (Pa.
    1985).   Appellant failed to timely appeal the September 3, 2015 removal
    order, which means the issue of whether he should have been removed as
    administrator has been finally litigated and cannot be re-visited in this
    appeal from the April 21, 2017 order, which merely re-affirmed the prior
    decision that Appellant was properly removed as administrator of the estate.
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    Appellant also contends that the court erroneously concluded that the
    $24,000 in attorney’s fees that he tendered to the estate attorney three
    months after the estate was opened was not a proper estate expense,
    essentially surcharging Appellant for those attorney’s fees. 1 Appellant’s brief
    at 18-19. The amount of attorney’s fees awarded from an estate is
    committed to the discretion of the orphans’ court. In re La Rocco’s Trust
    Estate, 
    246 A.2d 337
     (Pa. 1968); Estate of Geniviva, 
    675 A.2d 306
    (Pa.Super. 1996).         Herein, the only work that Mr. Moreman actually
    performed on behalf of the estate was to complete the form for a petition for
    Appellant to be appointed as administrator.             The remainder of Mr.
    Moreman’s efforts were expended on defending Appellant personally for his
    utter failure to fulfill his duties as administrator, turn over the estate records
    to Mr. Hann after he was appointed administrator, and to return Mr. Russell’s
    personal property to him. Appellant maintains that the $24,000 was paid to
    Mr. Moreman as a litigation retainer, but the litigation that Mr. Moreman
    conducted was not performed to benefit the estate. Appellant should have
    immediately reimbursed the funeral expenses advanced by Mr. Russell. As
    administrator, he also should have promptly ascertained what property in
    Sondra’s home belonged to Mr. Russell and returned it to him.           Anything
    ____________________________________________
    1A surcharge is immediately appealable. Estate of Cherwinski, 
    856 A.2d 165
     (Pa.Super. 2004).
    -9-
    J-S69014-17
    done by Mr. Moreman after filing the factually-inaccurate petition for letters
    of administrator were not conducted on behalf of the estate but instead
    performed to defend Appellant against misfeasance and malfeasance. Thus,
    the court properly determined that the estate is not responsible for the
    $24,000 in fees paid to Mr. Moreman from estate funds and that the sum in
    question is owed by Appellant.
    In the argument portion of his brief, Appellant also avers that the
    orphans’ court did not follow the proper procedures to find him in contempt.
    Appellant’s brief at 19. As the orphans’ court observed, Appellant received
    notice and an opportunity to be heard.        Additionally, Appellant does not
    delineate what steps were not followed herein in connection with the
    contempt procedure. Finally, the amounts awarded against Appellant were
    not in the nature of contempt fines. Rather, they are properly characterized
    as surcharges for improper payment of estate funds to Mr. Moreman and for
    failing to properly fulfill his duties as administrator by returning all of Mr.
    Russell’s property to him.   We thus reject Appellant’s final claim on appeal.
    Order affirmed.
    Judgment Entered.
    Joseph D. Seletyn, Esq.
    Prothonotary
    Date: 11/28/2017
    - 10 -
    Circulated 11/01/2017 09:01 AM
    IN THE COURT    OF COMMON PLEAS OF FAYETTE COUNTY, PENNSYLVANIA                       FILE0
    U6/211/2017 3;:..09        PM
    REGISTER OF   n.LLS
    FAYETTE COUNIY
    In re: ESTATE    of SONDRA   H.   RUSSELL,                 ORPHAN'S COURT                   ?MVO PAIR
    deceased.                                                                          inst   Nip&          2017070Ag
    No.'    )6   -011,j
    Pa.R.A.P. 1925(a) Opinion
    The within matter was resolved by way of Findings of Facts
    and Conclusions of Law on April 21, 2017, which document is incorporated
    herein by reference. Respondent filed a "Concise Statement of Errors
    Complained of on Appeal Pursuant to Pa.R.A.P. 1925(b)" on June 13, 2017,
    and this Opinion is authored in response thereto.
    The Errors Complained of, followed by this Court's response,
    are as follows:
    1.      The burden of production and persuation [sic] is on the
    moving party. It is alleged error that sufficient tangible
    documentary evidence was not produced by the moving
    party generally and in the following particulars to support
    the Court's findings/order:
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    ITEM NO.       66
    a.       The Court accepted the testimony of Edward
    Russell without any basis to do so, after the Court
    exclaimed in response to        a   request to keep the
    record open for deposition of a potential witness
    who had been hospitalized, that Mr. Edward Russell
    certainly did not know much of anything. [The basis
    for accepting the testimony of Edward Russell despite his
    memory being incomplete was because he appeared
    more credible in honestly attempting to answer questions
    than the testimony that opposed his. He honestly
    admitted that his lack of memory on some specifics was
    because: "That's what comes with old age,       I   guess." (Tr.
    1/25/16, p. 73). Appellant's unwarranted refusal to pay
    the funeral bill and return Edward Russell's personal
    property is what originally exposed Appellant's
    maladministration of this estate. By the time of the
    hearing, Edward Russell had recovered most of his
    personal property, had been relieved of the obligation of
    paying the funeral bill, and had no contingent interest as
    an heir. In contrast, Mr. Brooks had attempted to claim
    the entire estate by misrepresenting himself as the sole
    heir (instead of a one -fifteenth heir), and attempted to
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    2
    justify that on the basis of his own poor memory. Mr.
    Brooks also underreported the value of the estate assets,
    held onto cash receipts without properly reporting them,
    claimed excessive expenses had been paid in cash
    without receipts or any record, and attempted to transfer
    guns belonging to Mr. Russell from the estate to his son
    on the transparently false pretense that the female
    decedent-who did not hunt and was not reputed        to
    collect guns-owned the entire gun collection. The
    decision on credibility was not difficult.]
    b.      The Court accepted testmony [sic] of Jack Hann,
    co -Administrator, without any basis, even when he
    testified that he did not remember, but chastised
    Kenneth L. Brooks for not remembering anything.
    [Again, the decision on the credibility of the various
    witnesses was not a close call. None of the witnesses
    had perfect recollection, and all of them were
    impeachable on one or more areas of their testimony, but
    on balance, the testimony of Jack Hann and Edward
    Russell was substantially more believable than the
    opposing testimony.]
    Judge Steve P. Leskinen
    Fayette County Couit of Common Pleas
    61 E. Mall St. Uniontown, PA 15401
    3
    c.       The Court did not accept the testimony of Keneth
    [sic]   L.   Brooks and Kenneth     R.   Brooks with respect
    to all of the decisions being made with respect to
    estate administration after the appointment of the
    Co -Administrator, [sic] being       joint decision [sic];
    even though Jack Hann, Co -Administrator, did not
    dispute this testmony [sic]. pack Hann may or may not
    have acquiesced in some poor decisions while sewing as
    co -administrator. That did not excuse Appellant Brooks
    from his own responsibility for those decisions. No one
    has presented a legal challenge to Hann's conduct.]
    d.      The Court did not accept the testimony of
    Kenneth R. Brooks with respect to the number of
    firearms and disposition; but rather, appeared to
    accept the testimony of Edward Russell (the same
    Edward Russell the Court said did not know too
    much of anything) without any basis. [Again, the
    credibility question was not a close call between
    Russell's admitted but honest inability to remember every
    detail and Brooks' deliberate defense tactic of claiming a
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    4
    loss of memory whenever a truthful recollection could
    have been against his personal interest.]
    e.      The Court did not accept the Authorization to
    Represent the Estate of Sondra Russell in Litigation
    dated May 15, 2014, which reads that                a   retainer of
    $24,000.00 would be billed at the rate of $210.00 per
    hour for estate litigation. [The Court accepted that the
    fee agreement was signed, and does not quarrel with a
    $210 per hour rate in the abstract. However, the Court
    concluded that the litigation was only necessary because
    of the bad faith, the unwarranted delays, the
    unreasonable legal positions, and the self-interested self-
    dealing exhibited by Brooks and his counsel.]
    f.      The Court did not accept that the Litigation
    retainer was in response to prior counsel of Edward
    Russell threateniing [sic] litigation       a   month after
    Decedent's death and counsel demanding support
    for the informal claim, before the claim was made
    formally (which it was never filed as           a   claim). [Such
    alleged threats were not made clear on the record, and
    may have been part of settlement discussions. To the
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    5
    extent this assertion is an attempt to blame the opposing
    party for causing the litigation, the assertion is factually
    inaccurate. Brooks was made the sole personal
    representative 6 days after the decedent's death. From
    his appointment on February 13, 2014 until the Motion
    for Rule to Show Cause was presented on September 3,
    2014, no inventory was filed, no advertisement for heirs
    was published, no advertisement of appointment of the
    representative was published, no auction of personal
    property was arranged, and no listing agreement for the
    real estate was signed. Discovery was ordered and only
    complied with after court orders were entered. Until other
    heirs intervened on their own behalf, Brooks falsely
    represented himself as being the sole heir. The bulk of
    the heirs ultimately had an attorney enter an appearance
    on their behalf in December of 2014, and they were not
    found by Brooks. The home was not sold until October,
    2015, twenty months after Brooks was originally
    appointed. The cash sale of the automobile was not
    reported and the proceeds not deposited. The auto was
    reported at   a   value more than $4,000 below the actual
    sale price, even though it was allegedly already sold.
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown; PA 15401
    6
    Guns not owned by the decedent were transferred to
    Brooks' son, purportedly in exchange for services
    rendered. Proper legal advice, good faith and a
    reasonable level of diligence would have avoided the
    necessity of any litigation.]
    g.      The Court did not acept [sic] testimony that
    Edward Russell had sole care, custody and control
    of the decedent's residence and personalty until
    Keneth [sic] L. Brooks appointment on February 13,
    2014. [The six days referred to does not appear to be
    material-perhaps Edward Russell could have retrieved
    his guns and other personal property from the house
    during that interval and practically eliminated Brooks'
    opportunity to make the claim that Decedent owned
    those items, but he did not do so.]
    h.      The Court did not accept testmony [sic] that the
    residence was listed with        a   realtor shortly after the
    initial stage of litigation resulted in the appointment
    of the Co -Administrator. [The Co -Administrator, Jack
    Hann was not appointed until April           1,   2015, almost
    fourteen months after Decedent's death and Brooks'
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown PA 15401
    7
    appointment as Administrator. The home should have
    been on the market long before that date, so the fact that
    it was put on the market shortly thereafter does not
    materially help Brooks' position.]
    i.        The Courtt [sic] did not accept testimony that
    Edward Russell frustrated Kenneth L. Brooks' efforts
    by intercepting Decedent's mail. (regarding life
    insurance, stock etc...) [Whether or not this occurred
    does not appear to be very consequential. The personal
    representative had every right to go to the post office on
    the day he was appointed and order that the mail be
    forwarded to him. Evidently this is one of many things he
    failed to perform.]
    The Court did not accept testimony that Kenneth
    L.   Brooks had installed      a   security system at
    Decedent's residence requiring the internet
    (Armstrong Cable in the area.); but rather chastised
    Brooks for incurring the cable bill after death. [The
    testimony may have conflated cable tv service with
    internet service. The Court's ruling was that cable tv
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    8
    service was completely unnecessary to the estate
    administration, and should not have been incurred.]
    k.      The Court did not accept the testimony the [sic]
    Kenneth L. Brooks, through Kenneth R. Brooks, had
    secured the buyer for the decedent's residence;
    which was finalized through the Real Estate Broker
    seccured [sic] by Kenneth L. Brooks. lit does not
    matter who directed the ultimate buyer to the listing
    agent-the property was ultimately sold twenty months
    after the decedent's death, and only after the Court had
    to appoint a co -administrator to force the administration
    to proceed. Both co -administrators signed the listing
    agreement, and extra credit is not awarded to the person
    who first suggested the particular realtor chosen.J
    I.      The Court apparently considered           a   Motion to
    Enforce which was filed after the hearings were
    begun, thereby considering issues not properly
    before the Court. [The Court believes all issues were
    properly considered after notice and an opportunity to be
    heard was given to all persons affected by the decision
    Judge Steve P. Leskinen
    Fayette County Court of Conunon Pleas
    61 E. Main St. Uniontown, PA 15401
    9
    of the Court. Responding to this claimed error is difficult
    without reference to any specific issue or issues.]
    m.      The Court, without any basis nor testimony in
    support, concluded that the clean up, fix up, auction
    or storage should have been accomplished before
    any of the within litigation commenced. [The time
    delays speak for themselves, and there was no valid
    excuse ever offered for Brooks' failure to administer the
    estate in a good faith and timely fashion.]
    n.      The Court, without having any testimony of value
    of anything, concluded that Edward Russell was
    improperly deprived of at least $4,000.00 worth of
    property. [This damages figure is an estimate based on_
    the photos and descriptions of the misappropriated
    property, the damages described to the guns and the
    value attributed to the lost and damaged property by the
    appraiser and Mr. Edward Russell. Had the estate been
    administered in   a   good faith and efficient manner, there
    would have been no loss to recoup at all.]
    o.       The Court, over testimony that the Co -
    Administrators, [sic] agreed to continue a $100.00
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    10
    yarrly [sic] donation to the local volunteer fire
    department servicing the decedent's residence,
    erroneously attributed the decision to Kenneth L.
    Brooks alone. [Again, the decisions made by Jack Hann
    were not challenged, so he was not forced to defend his
    role,   if any.   The donation was presented as a charitable
    donation. As worthy a charity as the fire department is, a
    personal representative has no legal authority to make
    charitable donations not authorized by any testamentary
    document. Donations to volunteer fire companies could
    arguably be considered a payment to secure their
    services, but only      if the legislature authorized such
    treatment.]
    P.      The Court erroneously determined that Kenneth L.
    Brooks was retired and not workeing [sic]; when, in
    fact, Kenneth L. Brooks, during all times relevant
    herein, was and is employed by the Connellsville
    School District during regular business hours.
    [Whether or not Brooks was retired is a detail that was
    not material, and perhaps should not have been
    included. A personal representative is required to to
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    11
    exercise reasonable diligence in performing the duties
    required by their oath whether or not they are employed
    elsewhere.]
    q.       The Court erroneously determined that Jack Hann
    did not have access to the Decedent's residence;
    when, in fact, Jack Hann had full access to the
    decedent's residence by having the alarm code on
    the alarm systen [sic] to gain access to the
    residence. [This Court will rely on the record of
    testimony. Hann had no access until he was appointed
    Co -administrator, and may or may not have been as
    assertive as he should have been after he was
    appointed.]
    r.       The Court erroneously determined that Jack Hann
    did not have access to the Decedent's property;
    when in fact, Jack Hann had access to all of the
    decedent's property, as he was listed on the Estate
    bank account with full access. [Same response.]
    s.       The Court determined that since Brooks was
    completely removed in September 2015, the Estate
    Administration has improved dramatically; when, in
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. 'Uniontown, PA 15401
    12
    fact, Administration was completed by Kenneth                  R.
    Brooks assisting Kenneth          L.   Brooks locating   a    buyer
    for the decedent's residence; and, when the Court
    received no evidence of any Administration after
    Kenneth L. Brooks' removal. [The house was listed
    after Hann was appointed and sold after Brooks was
    finally removed, and that alone was a dramatic
    improvement over the first fourteen months of
    administration. As noted above, whether or not the
    ultimate buyer spoke to someone before talking to the
    realtor is immaterial.]
    f.      The Court erred by not considering the detailed,
    dated, billing of services provided pursuant to the
    Authorization to Represent. The detailed billing, as
    submitted by counsel forte [sic] movant will speak
    for itself;_Konneth L. Brooks neither wrote nor fully----               _
    understood the billing-as he testified. Kenneth L..
    [sic] Brooks testified that he knew there was            a   bill   -
    and it would be addressed after this was over. [Again,
    the issue with the attorney's fees is not the amount of
    time spent or the reasonable hourly rate-although there
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    61 E. Main St. Uniontown, PA 15401
    13
    was evidence that hours were exaggerated and/or not
    reasonably necessary-the Court found that there would
    have been no need for litigation      if proper legal advice
    was given and the estate was diligently administered in
    good faith. Moreover, securing a $24,000.00 advance
    "retainer" for litigation in an estate then valued at just
    over $200,000 is facially unreasonable, more particularly
    so when the incorrect and obdurate legal positions taken
    by counsel were the primary reason for the lititgation.]
    2.       The Court erred by not following contempt procedures.
    [This Court is unable to discern what this alleged error
    specifically refers to. All parties adversely affected by the
    Court's rulings had fair notice and an extended opportunity for a
    hearing on all issues.]
    BY THE COURT:
    ATTEST:
    EVE P. LESKINEN, JUDGE
    CLERK OF ORPHANS COURT
    CO
    Co
    Judge Steve P. Leskinen
    Fayette County Court of Common Pleas
    C   -J                    61 E. Main St. Uniontown, PA 15401
    14
    

Document Info

Docket Number: 737 WDA 2017

Filed Date: 11/28/2017

Precedential Status: Precedential

Modified Date: 11/28/2017