Estate of Lakatosh

656 A.2d 1378, 441 Pa. Super. 133, 1995 Pa. Super. LEXIS 897
CourtSuperior Court of Pennsylvania
DecidedApril 13, 1995
StatusPublished
Cited by100 cases

This text of 656 A.2d 1378 (Estate of Lakatosh) 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 Lakatosh, 656 A.2d 1378, 441 Pa. Super. 133, 1995 Pa. Super. LEXIS 897 (Pa. Ct. App. 1995).

Opinion

CIRILLO, Judge:

This is an appeal from an order of the Court of Common Pleas of Northampton County denying Roger Jacob’s post-trial exceptions. We affirm.

This matter involves the finances of an elderly woman, Rose K. Lakatosh (Rose), and the scurrilous motives and actions of a man, Roger Jacobs (Roger), who sought to take advantage of the confidential relationship he developed with Rose so as to siphon money from her for his own benefit. On August 10, 1990, Donald F. Spry, II, Guardian of the Estate of Rose K. Lakatosh, deceased, filed a Petition for an Accounting and Imposition of a Constructive Trust on Roger Jacobs. On March 3, 1993, Spry filed a petition seeking revocation of Rose’s last will and testament, dated November 11, 1988, on grounds of undue influence. A non-jury trial was held before the Honorable F.P. Kimberly McFadden on March 16-18, 1993. On December 30, 1993, it was ordered that a constructive trust in the amount of $128,565.29 be imposed on Roger, and that Rose’s will dated November 11, 1988 be revoked.

Roger filed timely post-trial exceptions to the trial court’s decision of December 30, 1993. Roger now appeals from the denial of his post-trial exceptions. On appeal, in his statement of questions involved, Roger has raised thirty-one (31) allegations of error on the part of the trial court which span four pages and consist of ninety-seven (97) lines. This is an egregious violation of the rules of appellate procedure. Rule 2116(a) of the Pennsylvania Rules of Appellate Procedure provides:

*136 The statement of questions involved ... should not ordinarily exceed 15 lines, must never exceed one page, and must always be on a separate page, without any other matter appearing thereon. This rule is to be considered in the highest degree mandatory, admitting of no exception!.]

Pa.R.A.P. 2116(a). When a party’s brief fails to conform with the requirements of the rules of appellate procedure and the discovered defects are substantial, this court may, in its discretion, quash or dismiss the appeal pursuant to Rule 2101 of the rules of appellate procedure. See Pa.R.A.P. 2101. Presently, Roger’s nonconformance with the requirements of the Pennsylvania Rules of Appellate Procedure are substantial and, therefore, permit dismissal of this appeal. 1

Although we choose not to dismiss this appeal, we admonish Roger and his counsel for this flagrant disregard of the rules of appellate procedure and caution that future violations will not be handled quite so tolerantly. What Roger’s counsel must understand, as well as all those who come before an appellate court, is that his is not the only case which needs to be heard and if we are to do the best job we can in providing efficient and equitable relief, then all appellate counsel must *137 adhere to the rules which allow this court system to function efficiently and fairly.

One of the reasons we decline to dismiss Roger’s appeal is that his own actions effectively negate his prior non-conformance with Rule 2116. That is, Roger has only addressed three issues in the argument section of his brief. As a result, all of those issues set forth within his statement of questions involved, which are not addressed in the argument section of his brief, are waived. Cosner v. United Penn Bank, 358 Pa.Super. 484, 517 A.2d 1337 (1986) (finding issue waived when no argument in support contained in brief). The three issues which Roger raises is his brief are: 2

(1) Whether the Appellant acted improperly as the deceased’s Power of Attorney and, as a result, improperly converted or caused the deceased to lose her money?
(2) Whether the will of the deceased, dated November 11, 1988, and prepared by a licensed attorney, was valid?
(3) Whether the trial court erred in granting Letters of Administration Pendente Lite for the Estate of the deceased to the deceased’s nephew?

With regard to issues one and three, we need not reach the merits of these issues since Roger’s argument section pertaining to these issues consists of general statements unsupported by any citation of authority. The argument portion of an appellate brief must include a pertinent discussion of the particular point raised along with discussion and citation of pertinent authorities. Pa.R.A.P. 2119(a). We *138 decline to become Roger’s counsel, and will not consider these issues further.

One issue, therefore, remains for this court’s review, namely, whether the trial court erred in finding that Rose’s will, dated November 11,1988, was an invalid testamentary disposition and subject to revocation.

Our standard of review in will contests is well settled:

“Our review in [a will contest] is limited to determining whether the findings of fact approved by the court ... rest on legally competent evidence, and whether an error of law has been made or an abuse of discretion committed.” In Re Estate of Ziel, 467 Pa. 531, 536, 359 A.2d 728, 731 (1976); In re Estate of DiPietro, 306 Pa.Super. 238, 240, 452 A.2d 532, 533 (1982). “It is not our task to try the case anew.” In re Estate of Ross, 316 Pa.Super. 36, 40, 462 A.2d 780, 782 (1983). “This rule is particularly applicable ‘to findings of fact which are predicated upon the credibility of witnesses, whom the judge has had the opportunity to hear and observe, and upon the weight given to their testimony.’ ” Estate of Gilbert, [342] Pa.Super. [82], [87], 492 A.2d 401, 404 (1985) [ (]quoting In re Estate of Dembiec, 321 Pa.Super. 515, 519-20, 468 A.2d 1107, 1110 (1983)[) ].

In re Estate of Bankovich, 344 Pa.Super. 520, 522-23, 496 A.2d 1227, 1229 (1985).

Rose was a woman in her early to mid seventies in March of 1988 when Roger Jacobs came into her life. Roger introduced himself to Rose by delivering his business card to her at her home in Northampton, Pennsylvania, after which he began to perform odd jobs for Rose. At the time Roger came to know Rose, Rose had no contact with any of her family members except for an occasional visit from her sister, Margaret Berg. Roger had an active relationship with Rose from the spring of 1988 until June of 1990, when a fire partially destroyed Rose’s home.

Roger had much contact with Rose after they first met in March of 1988. Roger lived just a few miles from Rose and *139

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Cite This Page — Counsel Stack

Bluebook (online)
656 A.2d 1378, 441 Pa. Super. 133, 1995 Pa. Super. LEXIS 897, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-lakatosh-pasuperct-1995.