In Re: Estate of Henry Stephens

Superior Court of Pennsylvania·Decided October 30, 2017·No. 2939 EDA 2016·Unpublished

Opinion

J-A22045-17

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

IN RE: ESTATE OF HENRY STEPHENS, IN THE SUPERIOR COURT DECEASED OF PENNSYLVANIA

APPEAL OF: RICHARD C. STEPHENS

No. 2939 EDA 2016

Appeal from the Order Entered August 11, 2016 in the Court of Common Pleas of Delaware County Orphans' Court at No.: 575 of 2013

BEFORE: BOWES, J., LAZARUS, J., and PLATT, J.*

MEMORANDUM BY PLATT, J.: FILED OCTOBER 30, 2017

Appellant, Richard C. Stephens, appeals from the August 11, 2016

order, denying his petition for appeal from the register of wills, in which he

sought to invalidate the last will and testament of the decedent, Henry

Stephens, who was Appellant’s father. For the reasons discussed below, we

affirm.

We take the underlying facts and procedural history in this matter from

the orphans’ court’s August 11, 2016 opinion and our independent review of

the certified record.

Henry Stephens married his [fourth] wife, [Appellee, Betty Stephens], on January 17, 1998. Henry Stephens executed his

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* Retired Senior Judge assigned to the Superior Court. J-A22045-17

[l]ast [w]ill and [t]estament on June 9, 2010. By the terms of the [w]ill, [Appellee] is the sole beneficiary of Henry Stephens’s [e]state if she survives him by thirty [] days and is also named [e]xecutrix of the [e]state. The [w]ill specifically mentions each piece of real estate owned by Henry Stephens but, most pertinent to this matter, specifically mentions two [] pieces of real estate located at 821 South 57th Street, Philadelphia, [Pennsylvania] (hereinafter referred to as the South 57th Street Property) and 28 North Lindenwood Street, Philadelphia, [Pennsylvania] (hereinafter referred to as the North Lindenwood Street Property).

Henry Stephens died on August 12, 2015[,] and [Appellee] was granted [l]etters [t]estamentary on January 26, 2016. Prior to the [l]etters being granted, [Appellant] filed an informal caveat to block the probate of the purported [l]ast [w]ill and [t]estament. [Appellant] then petitioned the [r]egister of [w]ills to extend the time for filing his formal caveat by seven [] days but that [p]etition was denied by [d]ecree dated December 14, 2015. After discussions with [Appellee and her] counsel, [Appellant] withdrew his caveats by letter dated January 22, 2016. As a result, the [r]egister of [w]ills entered an [o]rder on January 26, 2016[,] admitting the [l]ast [w]ill and [t]estament dated June 9, 2010[,] to probate. [Appellant’s] appeal from probate followed on February 23, 2016.

In [Appellant’s] [p]etition for [a]ppeal from [r]egister of [w]ills, [his] primary argument is that two [] properties listed in the [w]ill—the South 57th Street Property and the North Lindenwood Street Property—should not be included in Henry Stephens’s [l]ast [w]ill and [t]estament because those properties were owned by [Appellant] and his brother, Henry Stephens, Jr. [Appellant] argues, in the [p]etition, that Henry Stephens forged the deed to the South 57th Street Property to obtain title in his name rather than his son’s name, Henry Stephens, Jr. [Appellant] argues that this alleged fraud took place in 1990. [Appellant] further argues that Henry Stephens, by including these two [] properties in his [w]ill, stands to invalidate the [w]ill because it demonstrates that the [d]ecedent was being unduly influenced by [Appellee] to include the properties in the [w]ill. Nevertheless, [Appellant] also argues that including the properties in the [w]ill evidences lack of testamentary capacity.

At the beginning of the trial on the [Appellant’s] [p]etition, counsel for [Appellee] stipulated that the North Lindenwood Street

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Property was incorrectly included in the [w]ill. As to the remainder of his case, [Appellant] submitted forty-five [] exhibits all of which were admitted into evidence, called no witnesses, and made argument. Many of the exhibits submitted into evidence were documents that were already in the file and of record.

(Orphans’ Court Opinion, 8/11/16, at 1-2).

On August 11, 2016, the orphans’ court denied the petition for appeal.

On August 22, 2016, Appellant filed a post-trial motion. The court denied the

motion on September 6, 2016. The instant, timely appeal followed. The

orphans’ court did not require Appellant to file a concise statement of errors

complained of on appeal and did not issue any additional opinion. See

Pa.R.A.P. 1925.

On appeal, Appellant raises the following nineteen questions for our

review.1

1 We express our disapproval that Appellant raised nineteen issues in his statement of the questions involved. While this Court understands that Appellant believes that the trial court made numerous errors,

. . . we note that it has been held that when an appellant raises an extraordinary number of issues on appeal, as in this case, a presumption arises that there is no merit to them. In United States v. Hart, 693 F.2d 286, 287 n.1 (3rd Cir. 1982), the court had an opportunity to address this situation:

Because of the inordinate number of meritless objections pressed on appeal, spotting the one bona fide issue was like finding a needle in a haystack. One of our colleagues has recently cautioned on the danger of “loquaciousness:”

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1. Did the [c]ourt err in presenting a [c]ourt [opinion]: that was written by those that were [not] at the [t]rial, or did not review all the pleadings to include [p]reliminary [o]bjections and [a]nswers to [p]reliminary [o]bjections, and did not review the [t]ranscripts, or listen to the [c]ourt [a]udio and is it a violation of [l]aw and [d]ue [p]rocess to formulate an opinion/decision without such [c]ourt participation or review?

2. Did the [c]ourt err in not acknowledging and considering the fact that [Appellee] was the fourth [] wife, [twenty] years junior to the [d]ecedent and not the “second wife” as stated in the [c]ourt opinion and that the [d]ecedent was [seventy-nine] years of age and had been suffering from Dementia/Alzheimer’s and dependent on [] Appellee for everything thus undermining [] Appellant’s argument of [u]ndue [i]nfluence and which in general detracted from invalidating the [w]ill?

3. Did the [c]ourt err by not acknowledging and considering the undisputed facts that four [] of the six [] properties were ____________________________________________

With a decade and a half of federal appellate court experience behind me, I can say that even when we reverse a trial court it is rare that a brief successfully demonstrates that the trial court committed more than one or two reversible errors. I have said in open court that when I read an appellant’s brief that contains ten or twelve points, a presumption arises that there is no merit to any of them. I do not say that this is an irrebuttable presumption, but it is a presumption nevertheless that reduces the effectiveness of appellate advocacy. Appellate advocacy is measured by effectiveness, not loquaciousness.

Aldisert, The Appellate Bar: Professional Competence and Professional Responsibility—A View From the Jaundiced Eye of One Appellate Judge, 11 Cap.U.L.Rev. 445, 458 (1982).

Estate of Lakatosh, 656 A.2d 1378, 1380 n.1 (Pa. Super. 1995).

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