Estate of Brown
30 A.3d 1200
| Pa. Super. Ct. | 2011Background
- Appellant Lorie Pearl, acting as plenary guardian for her incapacitated mother Alice Brown, is appealing a decree from the Delaware County Orphans’ Court.
- Mother’s assets were dissipated from approximately $353,134 principal and $12,519 income to about $5,592 by end of 2009.
- Appellant and Husband Kenneth Pearl used funds to purchase a Florida home (Florida Property) and later a Pennsylvania Oakdale Property for rental by Mother.
- The trial court issued a December 8, 2010 decree surcharging Appellant $58,396.42, with $22,437 attributed to both Appellant and Husband and $35,959.42 to Appellant alone, and ordered certain reimbursements denied.
- The court also held Husband liable under a constructive trust theory for unjust enrichment; Appellant challenged the surcharge against Husband and the overall reimbursement determinations.
- Appellee did not raise standing to challenge Appellant’s standing to raise arguments on Husband’s behalf; this issue was raised serendipitously by the court and resolved in Appellant’s favor.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Appellant had standing to challenge surcharge against Husband | Pearl argues standing to challenge non-party surcharge. | Fogg did not object; standing not addressed. | Husband surcharge vacated for lack of personal jurisdiction over non-party. |
| Whether the trial court exceeded its authority by imposing a surcharge on Husband | Owners of funds benefited from improper distributions; surcharge appropriate. | surcharge on non-party without service improper. | Surcharge against Husband vacated; court exceeded authority. |
| Whether the denial of reimbursement for electricity and natural gas at Rodney Circle Property was proper | Charges were for Rodney Circle Property; should be reimbursed. | Evidence insufficient; bills not tied to Rodney Circle Property. | No reversal; denial sustained. |
| Whether the court properly calculated fair market rent and maintenance for Oakdale Property | Appellant challenges Appellee’s uncorroborated data. | Evidence admitted; no objected error. | Waived; affirmed on other grounds. |
| Whether Appellant waived remaining assertions by not raising them in 1925(b) statement | Issues not raised should not be waived. | Waiver applies for unraised issues. | Two remaining issues waived. |
Key Cases Cited
- In re deYoung, 903 A.2d 1164 (Pa. 2006) (standing cannot be raised sua sponte; due process limitations)
- Mayer v. Garman, 912 A.2d 762 (Pa. 2006) (proper process required for joinder of parties; writ of prohibition when court exceeds authority)
- Thompson v. Zoning Hearing Bd. of Horsham Twp., 963 A.2d 622 (Pa.Commw.2009) (standing may be waived by failure to object early)
