Cardenas v. Schober

783 A.2d 317, 2001 Pa. Super. 253, 2001 Pa. Super. LEXIS 2615
CourtSuperior Court of Pennsylvania
DecidedAugust 30, 2001
StatusPublished
Cited by83 cases

This text of 783 A.2d 317 (Cardenas v. Schober) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cardenas v. Schober, 783 A.2d 317, 2001 Pa. Super. 253, 2001 Pa. Super. LEXIS 2615 (Pa. Ct. App. 2001).

Opinion

POPOVICH, J.:

¶ 1 Two appeals are before this Court from the orders entered in the Court of Common Pleas of Montgomery County on September 14, 2000, and November 16, 2000, sustaining appellee’s preliminary objections to appellants’ amended complaints. Upon review, we affirm the order entered on November 16, 2000, and affirm in part and reverse in part the order entered on September 14, 2000.

¶ 2 The relevant facts and procedural history follow. This case involves a dispute regarding the will of Eleanor Harper, who died on September 24, 1997. Ms. Harper’s will, dated March 20, 1997, was admitted to probate, and letters testamentary were issued to the executor, appellee, on October 2, 1997. Appellants claim ap-pellee’s actions in his dealings with Ms. Harper denied them inheritance money and personal property. They argue that *320 in July of 1997, Ms. Harper attempted to execute another mil leaving appellants Mi-rales and Gudula Cardenas $80,000.00, and appellant Albert Luecke $60,000.00. They also allege Ms. Harper made handwritten documents leaving personal property to Mírales Cardenas and expected appellee to have these documents drawn up as a new will, and that appellee failed to do so or failed to do so properly. Appellants also allege that appellee hid and/or destroyed some of these documents, and, therefore, none of them could be probated. In the probated will, appellants Mírales and Gu-dula Cardenas were left $10,000.00, and Albert Luecke was left nothing. Appellee was left Ms. Harper’s home and its contents, along with the residuary of her estate worth $1,500,000.00.

¶ 3 Appellants filed suit against appellee on May 4, 1998, docketed at No. 98-080605 (“Cardenas I ”), alleging various claims including breach of contract, fraud, misrepresentation, promissory estoppel, conversion and undue influence in connection with appellee’s handling of Ms. Harper’s will. Appellants sought to have a constructive trust imposed as well as a resulting trust and punitive damages. On May 22, 1998, appellee filed preliminary objections to appellants’ complaint.

¶ 4 On October 1, 1998, appellants also filed an appeal from probate in the Orphans’ Court Division (“Cardenas II”), in Ms. Harper’s Estate docketed at O.C. No. 97-2944, alleging that Ms. Harper executed another will in July of 1997, leaving bequests to appellants that were never included in the will of March 20, 1997. They alleged that this will was taken or destroyed by appellee. By order dated December 28, 1998, the civil complaint, Cardenas I, was transferred to the Orphans Court Division to be handled in conjunction with the will contest by Judge Stanley R. Ott. Appellants later conceded that they could not prevail on a will contest.

¶ 5 On February 8, 1999, the Orphans’ Court dismissed the civil complaint, Cardenas I. On February 19, 1999, appellants filed a petition for reconsideration of the order dismissing the civil complaint. In the petition, they argued that if given the opportunity to amend the complaint, they would allege that there were other writings in addition to the will they claim was destroyed by appellee. They argued that these writings revealed Ms. Harper’s testamentary wishes for appellants which were intended to constitute a will, but were not properly executed. On February 24, 1999, the court granted appellants leave to amend the complaint. An amended complaint in Cardenas I was filed on March 11, 1999. Appellee filed preliminary objections to the amended complaint on April 19, 2000, alleging failure to state a cause of action. The court heard oral arguments on the preliminary objections on July 6, 2000, and supplemental briefs were filed regarding a cause of action for intentional interference with inheritance.

¶ 6 In the interim, on June 9, 2000, appellants filed another suit in the civil division, docketed at 00-10967, (“Cardenas III ”) which was assigned to Judge William T. Nicholas. On July 26, 2000, appellee filed preliminary objections in that action. On August 7, 2000, appellants filed an amended complaint and specifically alleged intentional interference with an inheritance. On August 11, 2000, appellee again filed preliminary objections.

¶ 7 On September 14, 2000, the lower court sustained appellee’s preliminary objections in Cardenas I, dismissing the amended complaint with prejudice. The lower court stated the amended complaint did not state a claim for intentional interference with inheritance and that leave to amend a second time could not be granted *321 because the statute of limitations had expired. At the same time, the lower court dismissed the appeal from probate in Cardenas II.

¶ 8 On October 3, 2000, appellants filed an appeal from the dismissal of Cardenas I docketed at 2890 EDA 2000. On October 25, 2000, Judge Nicholas ordered that Cardenas III was to be reassigned to Judge Ott for disposition. On November 16, 2000, Judge Ott sustained appellee’s preliminary objections and dismissed Cardenas III with prejudice citing the court’s reasons set forth in the opinion and order dated September 14, 2000. On December 6, 2000, appellants filed an appeal from Cardenas III docketed at 3465 EDA 2000.

¶ 9 On January 23, 2001, appellee filed a motion with this Court to consolidate Cardenas I and Cardenas III (2890 EDA 2000 and 3465 EDA 2000). The motion was denied by this Court on February 7, 2001, and the prothonotary was directed to list these matters consecutively. Appellee now requests this Court to consolidate these appeals. We grant this request and will address both appeals herein.

¶ 10 In Cardenas I, appellants raise the following issues for our review:

1. Whether the Plaintiffs pleaded sufficient material facts in the Amended Complaint to support a claim that they were entitled to damages as third-party donee beneficiaries on a contract entered into by the Defendant and a third party which was breached by the Defendant?
2. Whether the Plaintiffs pleaded sufficient material facts in the Amended Complaint to support a claim that they were entitled to damages for the Defendant’s intentional or, in the alternative, negligent interference with an inheritance?
3.If the Plaintiffs’ Amended Complaint did state a cause of action for intentional or negligent interference with an inheritance but had no specific Count so labeled, should they have been permitted to amend the Amended Complaint to add this theory labeled as a new Count if they did not have to add any new factual averments?

Appellants’ brief, p.4. 1

¶ 11 We note preliminarily our standard of review when addressing an appeal from a demurrer. Our standard of review for an order granting a preliminary objection in the nature of a demurrer is as follows: All material facts set forth in the pleading at issue as well as all inferences reasonably deductible therefrom are admitted as true. The question presented by the demurrer is whether, on the facts averred, the law says with certainty that no recovery is possible.

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Cite This Page — Counsel Stack

Bluebook (online)
783 A.2d 317, 2001 Pa. Super. 253, 2001 Pa. Super. LEXIS 2615, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cardenas-v-schober-pasuperct-2001.