Wichek v. Wichek

83 Pa. D. & C.4th 525
CourtPennsylvania Court of Common Pleas, Monroe County
DecidedMarch 29, 2006
Docketnos. 93 DR 2002 and 572 CV 2002
StatusPublished

This text of 83 Pa. D. & C.4th 525 (Wichek v. Wichek) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Monroe County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wichek v. Wichek, 83 Pa. D. & C.4th 525 (Pa. Super. Ct. 2006).

Opinion

WORTHINGTON, J.,

Norbert R. Wichek and Winifred M. Wichek were married on June 18,1988. On January 28,2002, Mr. Wichek filed a complaint requesting a divorce pursuant to sections 3301(c) and 3301(a)(6) of the Pennsylvania Divorce Code and equitable distribution of real and personal property.

On February 6,2003, both parties and their respective counsel attended a master’s hearing in front of Robert C. Lear, Esquire on February 6,2003. At the time of the hearing, both parties filed affidavits of consent. The parties were able to resolve their economic claims through negotiations between counsel prior to the date of the master’s hearing. As such, the terms of the property settlement agreement were read into the record at the master’s hearing. The relevant portion of the agreement provides:

“[T]he defendant will keep all of her [Hoffman-La-Roche] 401(k) accounts, and the plaintiff will be keeping all of his [Hoffman-LaRoche] 401(k) accounts ...

“Each party will keep their respective [Hoffman-La-Roche] 401(k) accounts, and each party will waive any claim or claims to said accounts ...

[527]*527“Each party will keep their own pension and will release any right, title or interest which they might have in the other party’s pension.” N.T., 2/6/2003 at 5.

On February 28,2003, this court entered a final decree in divorce. The parties’ property settlement agreement was approved and adopted, but not merged in the decree and the parties were directed to carry out the terms of their agreement.

On May 12, 2005, Mrs. Wichek died. At the time of her death, Mr. Wichek was still listed as the beneficiary of her Hoffman-LaRoche 401(k) account. On or about June 21, 2005, Mr. Wichek received a letter from Hoffman-LaRoche advising him that he was entitled to certain benefits as a result of Mrs. Wichek’s death, namely her savings plan and Roche retiree death benefit. Mr. Wichek completed and returned the necessary income tax withholding election form provided to him by HoffmanLaRoche and Hoffman-LaRoche subsequently sent him a check in the amount of $74,420.50.1

On September 9, 2005, counsel for the estate of Winifred M. Wichek filed a petition to enforce divorce master’s recommendation requesting that this court direct Mr. Wichek to pay the estate of Winifred M. Wichek any and all of Mrs. Wichek’s 401(k) funds that were paid to him by Hoffman-LaRoche. In addition, counsel requested that this court order Mr. Wichek to pay reasonable counsel fees in the amount of $500.

[528]*528Mr. Wichek filed an answer to the petition to enforce divorce master’s recommendation on October 3, 2005. In his answer, Mr. Wichek averred that the property settlement agreement applied strictly and exclusively to the distribution of marital assets. Mr. Wichek further argued that it was not unreasonable to conclude that Mrs. Wichek had intentionally left Mr. Wichek’s name as the beneficiary of her Hoffinan-LaRoche 401(k) account.

On November 18, 2005, a hearing was held on the petition to enforce divorce master’s recommendation and both parties submitted hearing memoranda. On November 21,2005, we entered an order directing Mr. Wichek to deposit the sum of $60,000 or the balance of the distribution of Mrs. Wichek’s 401 (k) and pension plans into an escrow account held by counsel for both parties pending a disposition in this matter. The petition to enforce divorce master’s recommendation is now before us.

We note at the outset that the estate of Winifred M. Wichek was raised on June 21,2005, and Mrs. Wichek’s son, Scott Johnson, was named the executor of her estate. OnNovember 10,2005, counsel for the estate ofWiniffed M. Wichek filed a motion to substitute for a deceased party requesting that this court allow the estate of Winifred M. Wichek to proceed on behalf of Mrs. Wichek in this matter. The divorce code provides that if one of the parties dies after the decree of divorce has been entered, but prior to the final determination of the property rights and interests of the parties, the personal representative of the deceased party shall be substituted as a party as provided by law and the action shall proceed. 23 Pa.C.S. §3323(d). At the hearing on November 18, 2005, Mr. Wichek’s counsel stipulated that the estate of Winifred [529]*529M. Wichek should be substituted for the original defendant Winifred M. Wichek pursuant to 23 Pa.C.S. §3323(d).

The Pennsylvania Probate Code provides that:

“If a person domiciled in this Commonwealth at the time of his death is divorced from the bonds of matrimony after designating his spouse as beneficiary of a life insurance policy, annuity contract, pension or profit-sharing plan or other contractual arrangement providing for payments to his spouse, any designation in favor of his former spouse which was revocable by him after the divorce shall become ineffective for all purposes and shall be construed as if such former spouse had predeceased him unless it appears from the wording of the designation, a court order or a written contract between the person and such former spouse that the designation was intended to survive the divorce... Any former spouse to whom payment is made shall be answerable to anyone prejudiced by the payment.” 20 Pa.C.S. §6111.2. (emphasis added)

This provision of the Probate Code is applicable to the estates of decedents who died on or after December 16, 1992. Layne v. Layne, 442 Pa. Super. 398, 659 A.2d 1048 (1995). Since Mrs. Wichek died on May 12, 2005, this section of the Probate Code is applicable to her estate.

In the instant matter, Mr. and Mrs. Wichek were divorced on February 23, 2003. At the time of Mrs. Wichek’s death, she had failed to remove Mr. Wichek as the beneficiary of her Hoffinan-LaRoche 401 (k) account. Pursuant to the terms of section 6111.2 of the Probate Code, we find that it is clear that the designation of Mr. Wichek as the beneficiary of Mrs. Wichek’s 401(k) ac[530]*530count is ineffective for all purposes and therefore, the designation shall be construed as if Mr. Wichek had predeceased Mrs. Wichek. Furthermore, Mr. Wichek has failed to produce any evidence to demonstrate that Mrs. Wichek intended the beneficiary designation to survive the parties’ divorce.

On the contrary, the property settlement agreement that was read into the record on February 6,2003, establishes that Mrs. Wichek intended to revoke the beneficiary designation. “In construing a [property settlement] agreement a court must adopt that construction which gives effect to the parties’ reasonable and probable intent, in view of the surrounding circumstances and purposes of the contract.” Litwack v. Litwack, 289 Pa. Super. 405, 407, 433 A.2d 514, 515 (1981). After reviewing the parties’ settlement agreement, it is apparent that it is a comprehensive agreement designed to settle all of the parties’ property claims, including the parties’ respective Hoffman-LaRoche 401(k) accounts. The agreement specifically provided that each party would retain his/ her own 401(k) account and waive any claim to the other’s 401(k) account. Additionally, each party agreed to relinquish any right, title or interest which he/she may have in the other party’s pension.

In his hearing memorandum, Mr. Wichek relies on

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Bluebook (online)
83 Pa. D. & C.4th 525, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wichek-v-wichek-pactcomplmonroe-2006.