Schwartz, I. v. Speyer, D.

Superior Court of Pennsylvania·Decided January 6, 2020·No. 2539 EDA 2018·Unpublished

Opinion

J-A24010-19

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

ILENE SCHWARTZ : IN THE SUPERIOR COURT OF : PENNSYLVANIA

Appellant :

:

:

v. :

:

:

DEBRA SPEYER : No. 2539 EDA 2018

Appeal from the Order Entered July 30, 2018 In the Court of Common Pleas of Montgomery County Civil Division at No(s): #2016-27328

BEFORE: BENDER, P.J.E., DUBOW, J., and COLINS, J.* MEMORANDUM BY BENDER, P.J.E.: FILED JANUARY 06, 2020 Ilene Schwartz (Ms. Schwartz), the plaintiff/appellant,1 appeals pro se from the order entered on July 30, 2018, by the Court of Common Pleas of Montgomery County that sustained the preliminary objections filed by Debra Speyer (Ms. Speyer), the defendant/appellee, and dismissed Ms. Schwartz’s complaint, which was an attempt by Ms. Schwartz to re-litigate a will contest involving her aunt’s will that had concluded in 2007, when Ms. Schwartz filed a praecipe to withdraw her appeal from the probate of her aunt’s estate. We affirm.

* Retired Senior Judge assigned to the Superior Court.

1Ms. Schwartz is the niece of the decedent, Katherine Winokur, who died in 1998, and whose will is again the subject of this appeal.

J-A24010-19

Initially, we note that Ms. Schwartz’s brief does not contain a Statement of Questions Involved as required by Pa.R.A.P. 2116(a). The rule provides in pertinent part that:

The statement of the questions involved must state concisely the issues to be resolved, expressed in the terms and circumstances of the case but without unnecessary detail. The statement will be deemed to include every subsidiary question fairly comprised therein. No question will be considered unless it is stated in the statement of questions involved or is fairly suggested thereby.

Pa.R.A.P. 2116(a). Based upon this error alone, we could conclude that Ms. Schwartz has waived any and all issues for review by this Court. See Wirth v. Commonwealth, 95 A.3d 822, 858 (Pa. 2014) (stating “[t]his rule is to be considered in the highest degree mandatory, admitting of no exception; ordinarily no point will be considered which is not set forth in the statement of questions involved or suggested thereby”) (citation omitted). However, because Ms. Schwartz has itemized the four points she wishes to contest in the argument section of her brief, we choose not to quash this appeal for failure to include a Statement of Questions Involved.

Rather, we review this case in relation to the arguments she presents, and also conclude that the orphans’ court correctly determined that Ms. Schwartz did not have standing and that her complaint was barred pursuant to the doctrines of res judicata and collateral estoppel. Having examined the certified record, the briefs submitted by the parties, the applicable law, and the thorough opinion authored by the Honorable Joseph A. Smyth, Senior Judge of the Court of Common Pleas of Montgomery County, dated March 5,

J-A24010-19

2019, we conclude that Judge Smyth’s well-reasoned opinion accurately disposes of the arguments presented. Accordingly, we adopt Judge Smyth’s opinion as our own and affirm the July 30, 2018 order on that basis.

Order affirmed.

Judgment Entered.

Joseph D. Seletyn, Esq. Prothonotary

Date: 1/6/20 2016-27328-0027 08:59Page Opinion,

Circulated 12/16/2019 AM 1

Court of Common Pleas of Montgomery County-Civil Action

Ilene Schwartz, Plaintiff-Appellant No. 16-27328 (Pa. C.P. Montg. County July 30, 2018), appeal docketed, No. 2539 EDA 2018 (Pa. Super. Ct. Sept. 5, 2018)

vs.

Debra Speyer, Defendant-Appellee

OPINION

Mar/,£2019

Smyth,S.J.

Introduction:

This case, delayed from the beginning, is a self-represented party's attempt to re-litigate her contest of her aunt's will against the executor after withdrawing an appeal in Orphan's Court in 2007 that did the same thing. The civil side of this Court dismissed Plaintiffs complaint on Defendant's "preliminary .. objections. and Plaintiff pursued an appeal to the Superior Court of Pennsylvania, necessitating this opinion under the Pennsylvania Rules of Appellate Procedure, Pa.R.A.P. 1925(a). Case History:

Plaintiff, niece of a decedent, instituted this action against Defendant, the decedent's executor (though these identities were not then knowable by the Court) in November 2016 by filing a writ of summons, which was served on the executor that December. The case lay dormant for approximately a year until November 21, 2017, when an attorney appeared for the ecutor and filed a praecipe to enter a rule upon the niece to file a complaint within twenty days der Pa.R.C.P. 1037(a). She did not comply until January 16, 2018.

The complaint reported that the decedent, Katherine Winokur, died in 1998 (twenty years efore the filing of the complaint), and the executor, an attorney, who also held a power of attorney for the decedent during her lifetime, petitioned the Register of Wills for and received

letters testamentary to probate a will from 1993, which she had prepared. {Compl. paras. 3-4, 7.) The decedent was a widow with no children whose intestate heirs were her nieces and nephews, including Plaintiff. (Compl. para. 5.) Plaintiff did not attach a copy of the will to her complaint, but Defendant did to her preliminary objections to it. The will states, inter alia,

I direct that funds from my estate [alleged to amount to about $1,000,000]

be placed in the "Abraham and Bessie Diperstein/Katherine Winokur Charitable Foundation" which my executor [{Defendant)] shall establish after my death, and which funds my executor shall administer and distribute to the charities that she sees fit to receive such funds.

Due to the poor treatment I have received by family members over the years, I have not bequest {sic} any property to anyfamily member.

(Prelim, Objs. Ex.Bat 1 (emphasis added).)

After the executor had probated the will with the Register of Wills, in 1999 the niece filed an appeal to the Orphan's Court under the Decedents, Estates and Fiduciaries Code, 20 Pa. C.S. § 908, represented by attorneys from a firm prominently including one who now occupies . the Orphan's Court bench, Judge Murphy. In a motion to withdraw as counsel filed in the Orphan's Court on Ianuary 31, 2007, Judge Murphy related how the niece had failed to respond to a half dozen letters sent to her over a sixteen-month period in 2003/2004 concerning the subject of the representation, and how she could no longer be reached at any of the work or home telephone numbers she had provided, or they had been changed. Judge Ott of the Orphan's Court scheduled a hearing on the motion to withdraw as counsel, but before the hearing was held, on March 23, 2007, the decedent's niece, represented by the Murphy firm, voluntarily withdrew the appeal from probate with prejudice (Prelim. Objs. Ex. C) and consented to counsel's withdrawal. Judge Ott then canceled the hearing and dismissed counsel's motion to withdraw as moot. On February 6, 2012, the executor filed with the Register of Wills a final status report under the Pennsylvania Orphan's Court Rules, Pa. O.C.R. 6.12, 589 Pa. LXI (2006)

(current version at Pa. O.C.R. 10.6(b) (effective Sept. l, 2016)), that administration of the estate was completed. In re Estate of Winokur, No. l 998-X3431 (Pa. Orphans' Ct. Montg. County Feb. 6, 2012).

Subsequently, in 2014, an outfit that apparently searches for lost estate assets contacted the niece about a supposed account of the decedent's in the amount of $59,000 in which the niece supposedly had an interest. (Compl. para. 15.) She entered into arrangements with the firm to pursue the asset; however, that effort bore no fruit, and the parties ended the relationship. (Compl, paras. 16" 17.)

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