Estate of Whitley
50 A.3d 203
| Pa. | 2012Background
- Decedent died in 2008; will named Executor and distributed to four children.
- Executor filed first and final accounting; Appellants objected alleging undue influence.
- Objections to accounting were treated as challenges to will validity; court dismissed them as improper.
- Appellants sought to challenge will validity via accounting objections, arguing exclusive probate appeal not required.
- Orphans’ Court adjudication confirmed accounting and later awarded Executor additional professional fees; Appellants appealed.
- Court held objections were collateral attacks on the will and lacked jurisdiction; fees award upheld; appeal from probate was required.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether objections to the accounting suitably challenge will validity | Hulme et al. argued accounting objections suffice to contest will. | Executor argued direct probate appeal is exclusive path; objections collateral attack. | Objections were improper collateral attack; no jurisdiction without probate appeal. |
| Whether the fee award to defend the will contest was proper | Fees were improper since the contest was improperly initiated. | Fees reasonable and incurred defending an improper will contest; properly paid by estate. | Fees award affirmed; appellants waived challenge by failing to object to amount. |
Key Cases Cited
- In re Hickman’s Estate, 308 Pa. 230 (Pa. 1932) (will validity review limited to appeal from probate)
- In re Miller’s Estate, 166 Pa. 97 (Pa. 1895) (only appeal from probate brings will validity within Orphans’ Court)
- Bunce v. Galbrath, 268 Pa. 389 (Pa. 1920) (collateral attacks on will not permitted)
- Zeigler v. Storey, 220 Pa. 471 (Pa. 1908) (register's actions cannot be attacked in collateral proceeding)
