In Re: Est. of V.C.M., Appeal of: J. Doherty

CourtSuperior Court of Pennsylvania
DecidedJune 10, 2025
Docket1912 EDA 2024
StatusUnpublished

This text of In Re: Est. of V.C.M., Appeal of: J. Doherty (In Re: Est. of V.C.M., Appeal of: J. Doherty) 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
In Re: Est. of V.C.M., Appeal of: J. Doherty, (Pa. Ct. App. 2025).

Opinion

J-A10009-25

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT O.P. 65.37

IN RE: ESTATE OF VIRGINIA C. : IN THE SUPERIOR COURT OF MULLIGAN, DECEASED : PENNSYLVANIA : : APPEAL OF: JAMES DOHERTY AND : MARY LOU DOHERTY : : : : No. 1912 EDA 2024

Appeal from the Order Entered June 21, 2024 In the Court of Common Pleas of Montgomery County Orphans' Court at No(s): 2019-X4018

BEFORE: PANELLA, P.J.E., BECK, J., and FORD ELLIOTT, P.J.E. *

MEMORANDUM BY PANELLA, P.J.E.: FILED JUNE 10, 2025

James and Mary Lou Doherty (“Appellants”) appeal from the order

entered in the Court of Common Pleas of Montgomery County Orphans’ Court

granting Appellees’ Petition for Award of Attorneys’ Fees and Costs pursuant

to 42 Pa.C.S.A. § 2503 and awarding fees and costs, jointly and severally,

against Appellants in the amount of $67,126.44 plus interest. After careful

consideration, we affirm.

The orphans’ court summarized the factual and procedural history

underlying the instant matter as follows:

Decedent, [Virginia Mulligan,] a resident of Montgomery County, died on November 1, 2019. On November 8, 2019, the Register of Wills granted Letters Testamentary to Co-Executrices, after which they diligently undertook the necessary steps to promptly administer Decedent’s Estate. Nearly one year later, on October ____________________________________________

* Retired Senior Judge assigned to the Superior Court. J-A10009-25

15, 2020, Mary Louise Doherty, Esq., filed a claim on behalf of her son, James Doherty, seeking $210,350.00 in liquidated damages and alleged overdue rent, sought with respect to an agreement of sale for real estate and a residential lease for an apartment occupied by [Decedent’s] son.

On or about November 6, 2020, Co-Executrices retained fiduciary litigation counsel to represent them in the underlying matter. On September 29, 2021, Co-Executrices filed an Account and Petition for Adjudication, to which Mary Louise Doherty filed objections, restating James Doherty’s prior claims.

By Order dated June 10, 2022, the Supreme Court of Pennsylvania disbarred Mary Louise Doherty (Pa. Attorney ID 20568) (aka Mary Lou Doherty) from the practice of law in the Commonwealth of Pennsylvania. See In Re: Mary Louise Doherty, 27 DB 2022. Given the patently frivolous nature of [Appellants’] claims and objections, counsel for Co-Executrices in June 2022 put both Mary Lou, and subsequent counsel for James Doherty, Mr. Samuel C. Stretton, Esq., on notice of Co-Executrices’ intent to invoke 42 Pa.C.S. § 2503 and seek judgment against James Doherty and his counsel for the attorneys’ fees and costs incurred on behalf of the Estate in defending against their bad faith pursuit of those claims and objections. Furthermore, upon Mr. Stretton’s withdrawal from the case, counsel for Co-Executrices advised James Doherty, by letter dated September 28, 2022, of their intent to seek an award of attorneys’ fees and costs for his relentless pursuit of meritless claims.

On January 9, 2023, the court granted, in part, a Motion for Summary Judgment filed by Co-Executrices, and dismissed James Doherty’s $200,000.00 liquidated damages claim after determining it to be unenforceable under Pennsylvania law. Thereafter, on June 23, 2023, [the orphans’] court conducted a hearing on James Doherty’s remaining claims and objections. By Adjudication dated June 30, 2023, the court dismissed in their entirety James Doherty’s remaining claims and objections. No timely appeal followed with respect to the Adjudication, including the issues decided in the Opinion and Order granting partial summary judgment.

On July 27, 2023, Co-Executrices filed the Petition for Award of Attorneys’ Fees and Costs, seeking an award by the court pursuant to 42 Pa.C.S. §§ 2503(7), and (9) [as] well as the court’s

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equitable powers for the reimbursement of legal fees and costs incurred in defending against James Doherty’s bad faith pursuit of meritless claims and objections. Co-Executrices’ [Petition] ultimately proceeded to a hearing before the court on May 29, 2024. By Order on March 5, 2024, [the orphans’] court scheduled a hearing on Co-Executrices Petition for May 29, 2024. Neither [Appellant] appeared before the court on May 29, 2024 to contest Co-Executrices’ claim for fees. Nor, as reflected in the record, did either [Appellant] contact opposing counsel and/or the court to advise that they would not be attending the hearing. Neither [Appellant] provided a satisfactory excuse for their absence.

At the hearing’s inception, James Doherty’s prior counsel, Dennis C. Vondran, Jr., and his firm, Lamb McErlane memorialized the settlement agreement of Co-Executrices’ claims against them. Thereafter, Co-Executrices introduced ample credible evidence substantiating the reasonableness of their request for attorneys’ fees and costs.

At the hearing’s conclusion, Co-Executrices requested and were granted leave to supplement the record with a bill of costs for the time and additional counsel fees incurred from May 19, 2024 through the date of the hearing. On June 10, 2024, as authorized by the court, Co-Executrices submitted into evidence documentation to support their claim for additional fees and costs in the amount of $8,945.70.

By Order dated June 21, 2024, based on the uncontroverted testimony and documentary evidence provided by Co-Executrices, which the court found wholly credible, [the orphans’] court granted Co-Executrices’ [Petition]. The court entered an order awarding fees, jointly and severally, against [Appellants]. [The orphans’] court stated, as follows:

The court finds that the conduct of [Appellants] in commencing these proceedings against [the Estate] and in commencing and pursuing the claim against the Estate was vexatious, arbitrary, dilatory and obdurate. The conduct of the litigation by James Doherty against the Estate is more fully described in this court’s Opinion and Adjudication, dated June 30, 2023. This court observes that James Doherty, as the claimant, and Mary Lou Doherty, as his initial counsel, were aware at all times of the defects in the claims and engaged in obdurate, dilatory and vexatious

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conduct both in the commencement of the proceedings and in their litigation tactics in pursuit of the claim. Moreover, the litigation tactics of the claimant and his counsel, including his claim to an unconscionable liquidated damages penalty of 50% of the purported purchase price of real estate; the production at trial of a purported lease agreement that contained obvious indicia of fraud, including that it was not stapled, that prior staples had been removed, that it contained inconsistent dates, that it contained a misspelling in the purported signature, and that it contained two pages labeled as page “1”, which reflected different rental amounts, all support this court’s conclusion that the claim filed in this matter and the litigation from its commencement and thereafter was arbitrary and vexatious. Therefore, this court awards to [the Estate] an amount equal to reasonable attorneys’ fees incurred by the Estate which would not have been incurred but for the vexatious, arbitrary, dilatory and obdurate conduct of James Doherty, the claimant, and Mary Lou Doherty, his first attorney who filed the baseless claim and the initial pleadings.

Neither James nor Mary Lou Doherty, filed a motion for reconsideration of the court’s June 21, 2024 Order. Instead, on July 19, 2024, James Cunilio, [Esq.], entered his appearance and filed a notice of appeal on behalf of [Appellants] from the court’s June 21, 2024 Order.

Amended 1925(a) Opinion, 9/23/24, at 1-5 (footnotes and unnecessary

capitalization omitted).

Appellants present the following questions for our review:

A.

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Bluebook (online)
In Re: Est. of V.C.M., Appeal of: J. Doherty, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-est-of-vcm-appeal-of-j-doherty-pasuperct-2025.