Larmer Estate

46 Pa. D. & C.3d 253, 1987 Pa. Dist. & Cnty. Dec. LEXIS 202
CourtPennsylvania Orphans' Court, Adams County
DecidedJanuary 29, 1987
Docketno. OC-116-82
StatusPublished

This text of 46 Pa. D. & C.3d 253 (Larmer Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Adams County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Larmer Estate, 46 Pa. D. & C.3d 253, 1987 Pa. Dist. & Cnty. Dec. LEXIS 202 (Pa. Super. Ct. 1987).

Opinion

KUHN, J.,

The record and the uncontroverted facts reveal the following scenario. Andrew Jackson Larmer died January 29, 1982, and on February 2, 1982, letters testamentary were granted to Shirley B. Lefler, one of decedent’s daughters. Almost immediately Mary K. Price, another daughter of decedent, retained attorney Eugene R. Hartman to investigate and review her father’s estate and to file objections to the accounting, if necessary.

[254]*254On February 16, 1983, the executrix filed her first and final account. In early March 1983, Price dismissed attorney Hartman and retained attorney Harry Stonesifer to represent her interests. The account was called in open court on March 28, 1983, and passed for one month at attorney Stonesifer’s request. Without further motions, exceptions or objections being filed, the account was confirmed on April 29, 1983. No appeal was taken.

On December 1, 1983, Price, through then-attorney Gordon A. Roe, filed a petition for citation for review and to show cause why the estate should not be reopened to discover additional assets. Therein she alleges that numerous items of tangible personal property, stocks, and bonds were not reported by the executrix. She avers that (1) the executrix failed to perform a complete search and inventory, or (2) that these assets were transferred prior to the death of the decedent as a result of fraud, duress, coercion or undue influence not properly investigated by the executrix. Furthermore, she states that neither Mr. Hartman nor Mr. Stonesifer would file objections on her behalf.

The executrix filed an answer denying her failure to properly account for her father’s estate.

On June 30, 1986, the executrix filed a motion for summary judgment. Affidavits were filed in support of and in opposition to the motion. That motion is now before the court for disposition.

Rule 3.1 of the orphans’ court rules and Pa.R.C.P. 1035 allows for summary judgment when the pleadings and affidavits considered together reveal no genuine issue of any material fact, and the moving party is entitled to a judgment as a matter of law. The burden is on the moving party to show that no genuine issue of material fact exists. Judgment is granted only in cases where the right is clear and [255]*255free from doubt. The evidence must be reviewed most favorably to the nonmoving party, and any doubts must be resolved against the entry of judgment. Long John Silver’s Inc. v. Fiore, 255 Pa. Super. 183, 189, 386 A.2d 569, 572 (1978). Notwithstanding that cautionary language, we are of the opinion that Price’s petition falls within the bounds of the area where summary judgment must be entered on the issue of her right to have the account opened.

The initial issue for review is the applicability of section 3521 of the Probate, Estates and Fiduciaries Code, 20 Pa.C.S. §3521, which provides,

“If any party in interest shall, within five years after the final confirmation of any account of a personal representative, file a petition to review any part of the account or of an auditor’s report, or of the adjudication, or of any decree of distribution, setting forth specifically alleged errors therein, the court shall give such relief as equity and justice shall require provided that no such review shall impose liability on the personal representative as to any property which was distributed by him in accordance with a decree of court before the filing of the petition. The court or master considering the petition may include in his adjudication or report, findings of fact and of law as to the entire controversy, in pursuance of which a final order.may be made.”

The orphan’s court has always been inherently endowed with all the powers of a court of equity. In Re Estate of Burger, 425 Pa. 395, 399, 229 A.2d 463, 466 (1967). Review of its own decrees is a form of equitable relief. Lucey Estate, 14 D. & C. 2d 757, 761 (1958). However, this power has been limited by section 3521 and its predecessors. Such review will be granted only where (1) there are errors of law appealing upon the face of the record, (2) new [256]*256matter has arisen since the confirmation of the account or decree, or (3) justice and equity require a review and no person will suffer thereby. In re Osterling’s Estate, 337 Pa. 225, 227-8, 10 A.2d 17, 18 (1940); cert. denied 309 U.S. 689, 60 S.Ct. 892, 84 L.Ed. 1032 (1940); In re Pincus Estate, 378 Pa. 102, 108, 105 A.2d 82, 85 (1954).

Price’s petition does not allege an error of law nor does it suggest the uncovering of new matter since confirmation of the account. Therefore, we must be convinced that justice and equity require a review before exercising our discretion in granting the petition.

It is the affirmative duty of all competent beneficiaries to make diligent inquiry concerning the fiduciary’s conduct and management of the estate. They are chargeable with information known to them before confirmation and that which could have been discovered by exercising reasonable diligence. In re Mershon’s Estate, 364 Pa. 549, 551, 73 A.2d 686, 687 (1950). One cannot raise by way of a petition for review under section 3521 issues known to him pri-or to a final adjudication. Estate of Litostansky, 499 Pa. 321, 324, 453 A.2d 329, 331 (1982). It was never intended that a section 3521 review should be employed merely as a device to accomplish the belated filing of exceptions. In re Pincus Estate, supra., 378 Pa. at 109, 105 A.2d at 86.

As noted above, Price has alleged fraud, duress, coercion, undue influence and failure to perform on the part of the executrix. The petition for review does not aver that the executrix acted fraudulently, coerced or put undue influence on decedent prior to his death, rather only that she failed to discover and report these actions and the assets. Price’s brief, however, argues that the petition alleges fraud by [257]*257the executrix. We will grant Price the benefit of the doubt on this matter.

Clearly, a court may direct a review of a decree of distribution of an estate if it was entered or induced through fraud. Estate of Marushak, 488 Pa. 607, 609, 413 A.2d 649, 651 (1980). While it is true that a petition alleging fraud without specificity is insufficient, it need not contain all the evidence in advance of its development at trial. Estate of Gallagher, 485 Pa. 62, 66, 400 A.2d 1312, 1314 (1979). Unlike the averments of fraud in Gallagher, the instant petition contains no more than a mere allegation of fraud, duress, coercion and undue influence. Even the inferences arising therefrom are insufficient.

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Bluebook (online)
46 Pa. D. & C.3d 253, 1987 Pa. Dist. & Cnty. Dec. LEXIS 202, Counsel Stack Legal Research, https://law.counselstack.com/opinion/larmer-estate-paorphctadams-1987.