Estate of Russell, S. Appeal of: Brooks, K.

CourtSuperior Court of Pennsylvania
DecidedNovember 28, 2017
Docket737 WDA 2017
StatusUnpublished

This text of Estate of Russell, S. Appeal of: Brooks, K. (Estate of Russell, S. Appeal of: Brooks, K.) 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 Russell, S. Appeal of: Brooks, K., (Pa. Ct. App. 2017).

Opinion

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NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37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

-2- J-S69014-17

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:

-3- J-S69014-17

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).

-4- J-S69014-17

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.

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