In Re: Estate of J.F. Pancari, Sr., K.D. Gazda v. Scott Twp. Police Pension Fund

176 A.3d 404
CourtCommonwealth Court of Pennsylvania
DecidedDecember 8, 2017
Docket1304 C.D. 2016
StatusPublished
Cited by2 cases

This text of 176 A.3d 404 (In Re: Estate of J.F. Pancari, Sr., K.D. Gazda v. Scott Twp. Police Pension Fund) is published on Counsel Stack Legal Research, covering Commonwealth 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: Estate of J.F. Pancari, Sr., K.D. Gazda v. Scott Twp. Police Pension Fund, 176 A.3d 404 (Pa. Ct. App. 2017).

Opinions

OPINION BY

JUDGE BROBSON

Kathleen Gazda (Gazda) appeals from the order of the Court of Common Pleas of Allegheny County, Orphans’ Court Division (Orphans’ Court), dated June 30,2016, which refused to order the Scott Township Police Pension Fund (Pension Fund) to pay benefits to Gazda as the widow of John F. Pancari, Sr. (Decedent). For the reasons set forth below, we affirm the Orphans’ Court’s order.

I. BACKGROUND

Decedent, a beneficiary of the Pension Fund, died on November 25, 2013. On May 9, 2014, Gazda filed for survivor’s pension benefits with the Pension Fund, asserting that she was Decedent’s common-law spouse. On May 27, 2014, the Pension Fund denied Gazda’s application for survivor’s benefits because Gazda lacked sufficient documents to prove a common-law marriage. (Reproduced Record (R.R.) at 180a-98a.)

Following the appeal procedures set forth in the Scott Township Police Pension Plan (Plan),2 (R.R. at 141a-42a), Gazda appealed to the Board of Commissioners of Scott Township (Board), and the Board assigned the matter to a hearing officer.3 By decision dated September 26, 2014, the hearing officer found that Gazda failed to prove that a common-law marriage existed between Decedent and herself, and, therefore, she was not entitled to benefits as a surviving spouse. (R.R. at 299a-310a.) Gaz-da did not appeal this decision.

On February 6, 2015, Gazda filed an estate inheritance tax return and paid the applicable inheritance tax using the zero percent spousal rate as Decedent’s common-law spouse. In response, the Pennsylvania Department of Revenue (Revenue) issued a notice of assessment and Applied the fifteen percent collateral rate. On -September 9, 2015, Gazda filed a petition for citation, appealing the inheritance tax assessments with the Orphans’ Court. On November 23, 2015, the Orphans’ Court held a hearing and converted the petition for citation into a declaratory judgment action to determine whether a common-law marriage existed. After- receiving evidence, the Orphans’ , Court issued an order deciding that a common-law marriage existed between Gazda and Decedent as of September 6, 1998,4 Revenue did not appeal and thereafter revised its notice of assessment accordingly. (R.R. at 2ar-6a.)

On March 17, 2016, Gazda filed a second application for survivor’s benefits with the Pension Fund, requesting benefits based on the November 23, 2015 Orphans’ Court order. By letter dated April 15, 2016, the Pension. Fund denied Gazda’s application, concluding that all parties were bound by the hearing officer’s September 26, 2014 decision, which no party appealed to the court of common pleas. (R.R, at 312a-i5a.) Although the letter advised Gazda of her right under the Plan to appeal the determination to the Board for a full hearing, Gazda did not appeal the determination.

Instead, two months later, on June 21, 2016, Gazda filed a motion to enforce order with the Orphans’ Court, seeking to compel the Pension Fund to recognize her marriage to Decedent and pay her surviv- or’s benefits. On June 30, 2016, following oral argument, the Orphans’ Court denied Gazda relief. Gazda thereafter filed a timely appeal in this Court, and the Orphans’ Court directed Gazda to file a concise statement of errors complained of on appeal. Gazda’s concise statement raised a single issue—ie., whether the trial court erred in refusing to enforce its November 23, 2015 order, declaring Gazda to be Decedent’s common-law spouse, against the Pension -Fund. (R.R. at 8a-9a.) In an opinion issued pursuant to Pennsylvania Rule of Appellate Procedure 1925(a), the Orphans’ Court set forth- its reasons-for denying Gazda’s motion to enforce. The-Orphans’ Court explained that under the Local Agency Law, 2 Pa. C.S. §§ 105, 551-55, 751-54, the Board’s September 26, 2014 decision, by its designated hearing examiner, was an adjudication, triggering a right of appeal to the court of common pleas. Section 752 of the Local Agency Law, 2 Pa. C.S. § 752. The Orphans’ Court noted that Section 8.08(f) of the Plan expressly defines the Board’s decision as “final” and reiterates the right of a claimant for benefits to lodge an appeal under.the Local Agency Law.

The Orphans’ Court- observed that “Gaz-da simply did not follow the proper appeal procedure,” (R.R. at 6a), and it held that the hearing officer’s adjudication was final on the issue of whether Gazda was entitled to benefits under the Plan. The Orphans’ Court further held that Gazda’s motion to enforce, filed nearly 21 months after the Board’s - .final determination on Gazda’s first claim for benefits and about two months after the Pension Fund denied her second claim for benefits, was not a substitute for á timely appeal under the Local Agency Law. The Orphans’ Court concluded that it lacked the authority to reverse the Pension Plan’s denial of benefits. .Finally, the Orphans’ Court noted that before it issued its declaratory judgment of a common-law marriage between Gazda and Decedent, Gazda’s counsel should have notified the Court of the Board’s final determination and should have notified the Pension Fund of the declaratory judgment action.

In her brief on appeal, Gazda advances two questions for our review. (1) whether the Orphans’ Court’s declaratory judgment of a common-law marriage between Gazda and Decedent is binding on the Pension Fund; and (2) whether the existence of a common-law marriage is subject to the Local Agency Law. (Gazda Br. at 11.) As both of these issues are questions of law, our standard of review is de novo and our scope of review is plenary. Med. Shoppe, Ltd. v. Wayne Mem'l Hosp., 866 A.2d 465, 459 n.10 (Pa. Cmwlth. 2005).

II. DISCUSSION

On appeal, Gazda argues that the authority to establish the validity of a common-law marriage “rests solely with the court of common pleas.” (Gazda Br. at 18.) Gazda contends that once a court establishes the validity of a marriage, the marriage is finalized and is binding upon all persons concerned and, therefore, is subject to neither the Local Agency Law nor attack by third parties, such as‘the Pension Fund. In support, Gazda cites to Section 3306 of the Divorce Code, 23 Pa. C.S. § 3306; which provides:

When the validity of a marriage is denied or doubted, either or both of the parties to the marriage may bring an action for a declaratory judgment seeking a declaration of the validity or invalidity of the marriage and, upon proof of the validity or invalidity of the marriage, the marriage shall be declared valid or invalid by decree of the court and, unless reversed upon appeal, the declaration shall be conclusive upon all persons concerned.

Gazda also relies on this Court’s decisión in Ross v. Policemen’s Relief and Pension Fund of City of Pittsburgh; 871 A.2d 277, 280 (Pa. Cmwlth. 2005) (finding that not every party who relies on existence of marriage between two persons must also be party to its declaration), appeal denied, 587 Pa. 703, 897 A.2d 462, cert. denied, 549 U.S. 816, 127 S.Ct. 79, 166 L.Ed.2d 28 (2006).

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176 A.3d 404, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jf-pancari-sr-kd-gazda-v-scott-twp-police-pension-pacommwct-2017.