Estate of Anne v. Ballinger

CourtSuperior Court of Pennsylvania
DecidedMay 19, 2017
DocketEstate of Anne v. Ballinger, No. 2620 EDA 2016
StatusUnpublished

This text of Estate of Anne v. Ballinger (Estate of Anne v. Ballinger) 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
Estate of Anne v. Ballinger, (Pa. Ct. App. 2017).

Opinion

J-S29002-17

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

ESTATE OF ANNE V. BALLINGER, IN THE SUPERIOR COURT OF DECEASED PENNSYLVANIA

APPEAL OF: BERNARD J. WEISSER No. 2620 EDA 2016

Appeal from the Decree July 19, 2016 In the Court of Common Pleas of Philadelphia County Orphans' Court at No(s): O.C. 545 AP of 2013

BEFORE: LAZARUS, J., SOLANO, J., and STEVENS, P.J.E.*

MEMORANDUM BY LAZARUS, J.: FILED May 19, 2017

Bernard J. Weisser appeals from the decree entered in the Court of

Common Pleas of Philadelphia County, Orphans’ Court Division, denying his

petition to set aside a settlement agreement. Upon review, we affirm on the

basis of the opinion authored by the Honorable Matthew D. Carrafiello.

Anne V. Ballinger (“Decedent”) died on February 19, 2013, leaving a

will dated February 16, 2013, in which she named Steven Haus as sole

beneficiary and executor. Letters testamentary were issued to Haus upon

the will’s admission to probate on March 8, 2013. Subsequent thereto, a will

contest was initiated on behalf of the Decedent’s intestate heirs, seven

cousins, of which Weisser is one. Weisser, who was represented by separate

counsel, sent a letter to counsel for the contestants, with a copy to the ____________________________________________

* Former Justice specially assigned to the Superior Court. J-S29002-17

court, stating his intention not to participate in the will contest litigation. In

the same letter, he purportedly reserved his rights as an intestate heir and

potential administrator in the event the court invalidated the will.

After certain pre-trial proceedings which are not relevant to the

disposition of this matter, the parties reached a settlement of the will

contest. Pursuant to the terms of the agreement, the will was to remain in

effect, Haus would remain in office as executor, and Haus would share the

proceeds of the estate with the contestants. On September 4, 2015, the

parties filed a joint petition to approve the settlement agreement, which was

approved by decree of the court dated October 15, 2015. Because Weisser

was not a party to the litigation, the court did not order that Weisser be

given notice of the settlement.

On July 13, 2016, nine months after the settlement was approved by

the court, Weisser filed a petition to set aside the settlement agreement.

The jurisdictional basis Weisser cited for this petition was 20 Pa.C.S.A. §

3521, which provides as follows:

If any party in interest shall, within five years after the final confirmation of any account of a personal representative, file a petition to review any part of the account or of an auditor’s report, or of the adjudication, or of any decree of distribution, setting forth specifically alleged errors therein, the court shall give such relief as equity and justice shall require: Provided, That no such review shall impose liability on the personal representative as to any property which was distributed by him in accordance with a decree of court before the filing of the petition. The court or master considering the petition may include in his adjudication or report, findings of fact and of law

-2- J-S29002-17

as to the entire controversy, in pursuance of which a final order may be made.

20 Pa.C.S.A. § 3521.

In his petition, Weisser averred that “[t]he parties entering into the

Settlement Agreement were well aware of [Weisser’s] status as an intestate

heir entitled to share in Decedent’s estate in the event Decedent’s Will was

invalidated. The fact that the Will was not invalidated because a settlement

agreement was reached prior to a decision on the 2013 [will contest]

deprived [Weisser] of his right to have notice of such negotiations and an

opportunity to protect his interest.” Petition to Set Aside Settlement

Agreement, 7/13/16, at ¶ 16. Accordingly, he requested that the court set

aside its decree approving the settlement and permit him to assert his

intestate rights.

The court denied Weisser’s petition without a hearing on the basis that

Weisser lacked standing to pursue the relief requested. This timely appeal

follows, in which Weisser raises the following claims for our review:

1. Should the [Orphans’] Court have required that notice of the [p]etition to [a]pprove [s]ettlement [a]greement be served on all interested parties before approving same?

2. Did [] Weisser have standing to request the [s]ettlement [a]greement be set aside after proper notice of the agreement was never given to him?

Brief of Appellant, at 4.

We begin by noting that a petition to strike a settlement and reopen a

case is addressed to the discretion of the trial court, whose decision will not

-3- J-S29002-17

be reversed absent an abuse of that discretion. Yarnall v. Yorkshire

Worsted Mills, 87 A.2d 192, 194 (Pa. 1952). “[A] settlement is a contract

which may be attacked only for want of consideration or authority or on the

usual equitable grounds.” Baumgartner v. Whinney, 39 A.2d 738, 739–

40 (Pa. Super. 1944).

Here, the Orphans’ Court properly held that Weisser lacked standing to

challenge the settlement of an action in which he chose not to participate

and as a result of which he was not aggrieved. See Orphans’ Court Opinion,

11/9/16, at 6-8. The court also properly concluded that it lacked jurisdiction

to grant relief pursuant to section 3521 under the circumstances present in

this matter, as there has been no account, auditor’s report, adjudication, or

decree of distribution filed. See id. at 5-6. Finally, the court correctly

concluded that Weisser was not entitled to notice of the settlement

agreement, as he was not a party to the action, was not aggrieved by the

terms of the settlement, and, therefore, lacked standing to contest the

settlement. See id. at 9-11.

In light of the foregoing, and upon consideration of the briefs, the

relevant law, and the record in this matter, we conclude that Judge

Carrafiello’s excellent opinion thoroughly, comprehensively and correctly

disposes of the issues Weisser raises on appeal. Accordingly, we affirm

based on the opinion of the Orphans’ Court. Counsel is directed to attach a

copy of that opinion in the event of further proceedings in this matter.

Decree affirmed.

-4- J-S29002-17

Judgment Entered.

Joseph D. Seletyn, Esq. Prothonotary

Date: 5/19/2017

-5- Circulated 05/10/2017 11:40 AM

IN THE COURT OF COMMON PLEAS OF PHILADELPHIA COUNTY ORPHANS' COURT DIVISION Anne V Ballinger, Appeal From Register

O.C. No. 545 AP of 2013

Control No. 162477 I 111111111111111 1111 I 20130054502077 ml The Estate of ANNE V. BALLINGER, Deceased

OPINION SUR APPEAL

Bernard J. Weisser (hereinafter referred to as "Appellant") appeals the Trial Court's Decree dated July 19, 2016, which dismissed, for lack of standing, his Petition to Set Aside a Settlement Agreement.

Factual and Procedural History

Ann V. Ballinger ("Decedent") died testate on February 19, 2013, a resident of Philadelphia County and a widow. Her Will dated February 16, 2013 (the "Will"), by which she left her entire estate to Steven Haus, was admitted to probate on March 8, 2013, and letters testamentary were issued to Steven Haus (hereinafter referred to as the "Executor").

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Brown v. Pittsburgh
186 A.2d 399 (Supreme Court of Pennsylvania, 1962)
Wm. Penn Parking Garage, Inc. v. City of Pittsburgh
346 A.2d 269 (Supreme Court of Pennsylvania, 1975)
Yarnall v. Yorkshire Worsted Mills
87 A.2d 192 (Supreme Court of Pennsylvania, 1952)
Devereux Estate
46 A.2d 168 (Supreme Court of Pennsylvania, 1945)
Baumgartner v. Whinney
39 A.2d 738 (Superior Court of Pennsylvania, 1944)
Bell's Estate
10 A.2d 835 (Superior Court of Pennsylvania, 1939)

Cite This Page — Counsel Stack

Bluebook (online)
Estate of Anne v. Ballinger, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-anne-v-ballinger-pasuperct-2017.