In Re: Estate of John J. Lynn

Superior Court of Pennsylvania·Decided July 28, 2016·No. 1413 MDA 2015·Unpublished

Opinion

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

IN RE: ESTATE OF JOHN J. LYNN, IN THE SUPERIOR COURT OF DECEASED PENNSYLVANIA

APPEAL OF: DONNA LYNN ROBERTS No. 1413 MDA 2015

Appeal from the Order Entered July 17, 2015 In the Court of Common Pleas of Luzerne County Orphans' Court at No(s): 4014 of 0098

BEFORE: BOWES, J., OTT, J., and PLATT, J.* MEMORANDUM BY OTT, J.: FILED JULY 28, 2016 Donna Lynn Roberts brings this appeal from the order entered July 17, 2015, in the Court of Common Pleas of Luzerne County, holding that “good cause” existed for the appointment of Michael J. Hudacek, Jr., Esquire as Administrator of the Estate of John Lynn, Deceased, and ordering Hudacek to remain as Administrator of the Estate of John Lynn until its conclusion. Roberts, who is the daughter of John Lynn (the Decedent), contends the orphans’ court erred in (1) “failing to reverse the Register of Wills[’] improper refusal to first consider and grant Letters of Administration to [Roberts],” and (2) “determining that good cause existed for the

*

Retired Senior Judge assigned to the Superior Court.

appointment of Michael J. Hudacek, Jr., Esquire as Administrator of the Estate of John J. Lynn, Deceased.” Roberts Brief at 5.

In addition, Roberts raises a third issue, in which she contends the orphans’ court erred in determining the writing dated August 30, 2007 that she tendered to the Register of Wills as the will of the Decedent was not a valid will. Initially, we note that the July 17, 2015, order under appeal only concerns the appointment of Michael Hudacek, Jr., Esquire, as Administrator of the estate of the Decedent. As will be more fully discussed, the issue of whether the writing of August 30, 2007 was a valid will was the subject of the orphans’ court’s opinion/order of June 11, 2015. Based upon the following, we affirm.

The orphans’ court aptly summarized the background of this case, as follows:

The Decedent, John J. Lynn, died on January 16, 2014. The Decedent was predeceased by his wife, Rose Marie Lynn, who died on May 27, 2010. He was also predeceased by a son, John Lynn, who died on December 19, 2013, unmarried. The Decedent is survived by three (3) natural daughters, namely, Donna Lynn Roberts, Debra A. Wilmarth and Karen E. Honabach.

Immediately following his death, the daughter of the Decedent, Debra A. Wilmarth petitioned the Register of Wills of Luzerne County to be appointed as Administratrix [of] her father’s Estate.

Immediately thereafter, Donna Lynn Roberts, daughter of the Decedent, appeared at the Register of Wills Office to seek probate of a writing purported to be a Will of the Decedent, John J. Lynn, dated August 30, 2007. She also sought by Petition to be appointed Administratrix of her father’s Estate.

Following a hearing by the Register of Wills on the Petition for Grant of Letters of Debra A. Wilmarth, held on April 28, 2014, the Register of Wills issued the following:

“ORDER”

“And now, this 8th day of May, 2014, following a hearing on Deborah Wilmarth’s Petition for Citation to show cause why Petitioner should not be appointed to Administrator of the Estate of John J. Lynn, deceased, the Petition is hereby DENIED.

Michael J. Hudacek, Jr., Esquire is hereby appointed Administrator of the Estate of John J. Lynn, deceased, and shall be compensated at an hourly rate of $150.00 paid from the Estate of John J. Lynn.”

Orphans’ Court Pa.R.A.P. 1925(a) Opinion, 11/6/2015, at 1–2.

After the Register of Wills’ decision to appoint Michael Hudacek, Jr., Esquire, and to deny probate of the writing tendered by Roberts as the will of the Decedent, Roberts filed an appeal to the orphans’ court to permit probate of the writing dated August 30, 2007, and/or to permit issuance of letters of administration to her. See 20 Pa.C.S. § 908. On January 29, 2015, the orphans’ court heard the testimony of five witnesses, namely, Donna Lynn Roberts, Notary Public Richard Burick, Pauline Panatieri, friend of the Decedent’s wife and Roberts, on behalf of Roberts; and Roberts’ sister, Karen Honabach, and Honabach’s daughter, Jessica Lindgren.

On June 11, 2015, the orphans’ court issued an opinion/order, stating “[t]here does not exist a record from the hearing held before the Register of Wills,” and therefore the court was “unable to determine the reasoning of the Register of Wills’ decision not to appoint [one or more] of the daughters

of the Decedent to serve as Adminstratrix of the Estate.” Orphans’ Court Opinion/Order, 6/11/2015, at 7. The orphans’ court directed “that issue is remanded to the Register of Wills to make a determination supported by findings of facts. In its findings of fact, the Register of Wills shall set forth the good cause that existed to warrant the appointment of Michael J. Hudacek, Jr., Esquire.” Id. at 7.

On July 7, 2015, the Register of Wills filed Findings of Fact and Conclusions of Law in support of its appointment of Muchael Hudacek, Jr., Esquire as Administrator of the Decedent’s estate, as ordered by the orphans’ court. The Register of Wills’ found, inter alia, that two of the Decedent’s daughters, Wilmarth and Roberts, objected to the appointment of the other as adminstratrix of the Estate; that neither Wilmarth nor Roberts agreed to serve as co-administratices; that the Decedent’s daughter, Karen E. Honabach, did not wish to serve as administratrix; and there was “extreme hostility” between Wilmarth and Roberts. See Register of Wills’ Findings of Fact and Conclusions of Law, 7/7/2015, at 2 (Findings of Fact Nos. 9–12). The Register of Wills concluded: “Due to the extreme level of conflict between Debra Wilmarth and Donna Lynn Roberts and their unwillingness to serve as Co-Administratrices, good cause exists to deviate from the order listed and appoint another fit person.” Id. (Conclusion of Law, No. 17). The Register of Wills determined that “Michael Hudacek, Jr.,

Esquire, is unquestionably fit to serve as Administrator of this Estate.” Id. (Conclusion of Law, No. 18).

On July 17, 2015, by order, the orphans’ court adopted and incorporated these Findings of Fact and Conclusions of Law, stating:

AND NOW, this 17th day of July, 2015, upon review of the Findings of Fact and Conclusions of Law filed by the Register of Wills of Luzerne County on July 7, 2015, it is hereby ORDERED, ADJUDGED and DECREED as follows:

1. The Findings of Fact and Conclusions of Law are adopted by the Court and incorporated herein by reference.

2. Good cause existed for the appointment of Michael J.

Hudacek, Jr., Esquire as Administrator of the Estate of John Lynn as set forth in the Findings of Fact and Conclusions of Law.

3. The appeal seeking to remove Michael J. Hudacek, Jr., Esquire as Administrator of the Estate of John Lynn is DENIED.

4. Michael J. Hudacek, Jr., Esquire shall remain as Administrator of the Estate of John Lynn until its conclusion.

Order, July 17, 2015. This appeal followed.1 Roberts lists three questions for this Court’s review:

Whether the lower court committed plain error and/or abused its discretion by failing to reverse the Register of Wills[’] improper refusal to first consider and grant Letters of Administration to [Roberts], before issuing letters to Michael J. Hudacek, Jr., Esquire?

Whether the lower court committed plain error and/or abused its discretion in its Court Order dated July 17, 2015, by determining that good cause existed for the appointment of Michael J.

1 Roberts complied with the orphans’ court’s order to file a Pa.R.A.P. 1925(b) concise statement of errors complained of on appeal.

Hudacek, Jr., Esquire as Administrator of the Estate of John J.

Lynn, Deceased, and denying the removal of Michael J. Hudacek, Jr., Esquire as Administrator and refusing to replace him with the Decedent’s natural daughter, [Roberts]?

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