In Re: Estate of Borzik, J., Appeal of: Batis, M.

• Court: Superior Court of Pennsylvania
• Decided: July 24, 2015
• Docket: 1691 WDA 2014
• Status: Unpublished

Opinion

J-A13005-15

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

IN RE: ESTATE OF JOHN E. BORZIK IN THE SUPERIOR COURT OF PENNSYLVANIA

APPEAL OF MARK BATIS

No. 1691 WDA 2014

Appeal from the Order September 15, 2014 In the Court of Common Pleas of Greene County Orphans' Court at No: O.C. No. 62, 2014

BEFORE: PANELLA, J., SHOGAN, J., OTT, J.

MEMORANDUM BY PANELLA, J. FILED JULY 24, 2015

Appellant, Mark Batis, seeks review of the Order entered by the Court

of Common Pleas Ophans’ Court division denying his petition in which he

sought a declaration that a trailer is a “Recreational Vehicle” (“RV”). We

affirm.

John Borzik (“Decedent”) died on September 11, 2011. His will,

executed in 2007, includes eight separate paragraphs bequeathing specific

property to eleven named individuals. Most relevant to this dispute are the

following clauses.

Article IV I give and bequeath any archery equipment and any RV, licensed or unlicensed, that I may own at the time of my death to MARK BATIS provided that he survives me. In the event he is not living at the time of my death, then bequest shall go to his son, BO BATIS. J-A13005-15

Article V I give and bequeath all other vehicles, licensed or unlicensed, including motorcycles and ATV’s, all of my tools, and all personal computers and computer equipment, to my son, JOHN BORZIK. In the event that he does not survive me, then this bequest shall lapse and become a part of my residuary estate.

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Article X I give, devise, and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, of whatsoever kind and nature, at whatever time acquired by me, and wheresoever situated, including household furniture and contents, and property over which I have testamentary power of disposition or appointment, to my three children, JOHN BORZIK, JAMIE BORZIK, and KRISTEN BORZIK, equally, share and share alike. In the event that any of my children should predecease me, then that share shall go to my surviving children, equally, share and share alike.

Last Will and Testament of John Borzik, dated 12/21/07.

At the time of his death, Decedent owned a 2008 Freightliner RV,

which he had purchased in January 2008, and a “toy hauler/SP Construction

Trailer,” purchased in October 2008. Each vehicle had its own certificate of

title. At some point, he had had the trailer painted to match the RV. There

was no dispute that Batis inherited the RV pursuant to Decedent’s will.

However, Batis assumed the trailer was part of the RV. The Estate

disagreed.

On June 20, 2014, Batis sought a declaration from the lower court that

the trailer and the RV together comprised one unit that had been

bequeathed to him. The orphans’ court held a hearing, at which Batis

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proffered photographs of the trailer attached to the RV. The court denied

Batis’s petition, concluding, “the trailer is in no way an integral part of the

RV. The RV is complete and entire without it.” Orphans’ Court Opinion, dated

12/2/14, at 4.1 The court concluded, “[t]he trailer, like all the rest of

[D]ecedent’s similar property not specifically mentioned, falls into residue

[sic] of his estate.” After the denial of his motion for reconsideration, Batis

timely appealed to this Court.

A legatee may petition for a declaration of rights to determine any

question arising in the administration of an estate, including questions of the

construction of a will. See 42 Pa.C.S. § 7535(c). Our standard of review in

a will contest is limited to determining whether the court’s findings of fact

are supported by sufficient evidence and whether the court abused its

discretion or committed an error of law. See In re Estate of Philbin, 808

A.2d 584, 586 (Pa.Super. 2002).

While Batis concedes that the RV and the trailer are separate pieces of

property, he avers that the evidence was insufficient to support the orphans’

court’s decision because “[n]o evidence was produced by the Estate that the

trailer was ever used for a purpose other than in conjunction with the RV.”

Appellant’s Brief at 9. Batis avers further that the court may consider parol

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1 Evidence showed that “nothing prevents the RV from towing other trailers and nothing prevents the trailer from being towed by other motor vehicles.” Orphans’ Court Opinion, dated 12/2/14, at 3.

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evidence when “the controversy is … not the intention of the testator but

rather the object to which the intention applies.” Appellant’s Brief at 8 (citing

In re Arnold’s Estate, 87 A. 590 (Pa. 1913)).

A testator’s intent is ascertained from (1) all of the language contained

in the four corners of his or her will; (2) the scheme of distribution; (3) the

circumstances surrounding him or her at the time the will was made; and

(4) the existing facts. See In re Burleigh's Estate, 175 A.2d 838, 839

(Pa. 1961). “Courts are not permitted to determine what they think the

testator might or would have desired under the existing circumstances, or

even what they think the testator meant to say.” In re Estate of

Harrison, 689 A.2d 939, 943 (Pa. Super. 1997) (citations omitted). Where

the will is unambiguous, the court may not admit parol evidence but may

hear argument relating to the testator’s intent. See In re Estate of Dex,

596 A.2d 1143, 1146 (Pa. Super. 1991).

Batis relies on In Re Arnold’s Estate, in asserting that it is the

trailer’s use, not the testator’s intent, that should be considered in

construing Borzik’s will. Arnold is inapplicable. There, the testatrix left a

holographic will giving her jewelry and “other personal things” to her two

sisters. The orphans’ court admitted evidence that showed that the testatrix

habitually referred to her property which was in the hands of a trust

company, as her “things,” and concluded that the testatrix intended by those

words to give to her two sisters all her property which was in the possession

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of the trust company. Our Supreme Court agreed, noting, “[t]his evidence

was not to show the intention of [the testatrix], but to fathom the exact

meaning of the words she employed; that is, it was not offered to prove

directly what the testatrix meant, but to show the precise meaning of her

words, so that her intention might be deduced therefrom.” 87 A. at 591.

Arnold does not support Batis’s bold contention that the use of the

object, not the testator’s intent, is dispositive in interpreting a will. Rather,

Arnold supports the well-settled principle that a decedent’s intention is to

be ascertained from the meaning of the words used in the will.

Here, Decedent was quite specific in his bequest to Batis, giving him

“any archery equipment and any RV, licensed or unlicensed[.]” Last Will and

Testament, Article IV. There is no ambiguity in those words. Moreover,

there is no other term or clause in the will that could be construed to mean

that Decedent intended to leave Batis the trailer. As the orphans’ court

observed: “[T]he will specifically disposed of many items of personal

property but not all,” and the trailer, like all the rest of [D]ecedent’s similar

property not specifically mentioned, falls in residue of his estate.” Orphans’

Court’s Opinion, dated 12/2/14, at 4.

Our review of the record indicates that sufficient evidence supports the

orphans’ court’s determination. We conclude the court properly exercised its

discretion and committed no errors of law in denying Batis’s petition.

Order affirmed. Jurisdiction relinquished.

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Judgment Entered.

Joseph D. Seletyn, Esq. Prothonotary

Date: 7/24/2015

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