WestChester County, PA Woman Gets Relief After the Court Sorts Out Her Husband's Letters

    Pennsylvania has minimal requirements for creating a will. While these modest requirements were intended to protect consumers, on occasion they have the opposite effect. The law, contained in Title 20 Pennsylvania Code, Section 2502, states that the only requirement for making a will, is that the testator sign at the end of the document. The reason most lawyers have the testator sign before two witnesses is because of different laws governing the steps necessary to have a will accepted for probate by the local Register of Wills.

     Section 3132 of  Title 20 states that, before the Register of Will will accept the document for probate, all wills must be proved by the oath or affirmation of two witnesses to the testator's signature. Most lawyers figure it is easier to have the two witnesses present at the time the will is signed, rather than delay probate until two witnesses can be found after the death of the testator. If the decedent lives many years past his or her life expectancy there may not be many people around who can vouch for his or her signature. There are many other provisions of the law, not relevant here, dealing with acknowledgments before a notary (self proving wills), what happens if a will is destroyed or lost, and many other intricacies of interest mainly to lawyers. For purposes of our discussion here, we only need to know that a testator signs at the end of the will.

These simple laws made a big difference in the estate of Jeffrey K. Basner, who died on June 7, 2012, while a resident of West Grove, Chester County, Pennsylvania. On July 7, 1995, Mr. Basner drafted a simple document which stated that at the time of his death he left all of his "worldly possessions" to his mother Ellen. But during an inventory of his possessions after his death, another document was found which stated "at the time of my death, the house goes to Sally Munro." That latter document was not even dated. Sally Munro was the maiden name of the decedent's wife. So the question became, who received what from Jeffrey Basner? Did his mother or his wife receive his estate?

This issue went before the Courts in Chester County, PA a few weeks ago.The court recognized that the law does not require even a date on the will, but they were able to prove the document leaving things to his wife was drafted after the original will in 1995. But was that document leaving everything to his wife a second will? After taking testimony and conducting an examination, the court decided that the second document was a codicil (a minor modification to the original will) and that Mr. Basner's mother received all of his estate except for the house he owned on Sunnyside Rd, and the house went to his wife.

It might seem that justice has been served, but Mr. Basner's frugality probably did more harm than good. The cost of filing the court case in Chester County, at the time of this writing in 2014, starts at $173. The hourly fee for an attorney to try the case usually amounts to between $250 and $450. the money the beneficiaries spent in court over his documents came from their bequest, and they may lose even more if one or both parties appeal to the Pennsylvania Superior Court. Our office drafts a simple will, power of attorney and advance medical directive for $480. and dozens other law firms charge around the same. If someone in your family does not have a will, and you might be a beneficiary, you might want to nudge them toward seeing a lawyer to have it done right.  

Stay well until the next post.

Bob Gasparro, Esq. 
robert.gasparro@lifespanlegal.com
(484) 451-6612

In Bizzare Case Before PA Supreme Court, Beneficiaries Sue the Register of Wills

Consider the case of Andre Leonti, a man who died Fayette County PA without a will. The hospital refused to release his body to his lifelong  friend, Cheryl Keefer, until she produced evidence of her authority to administer his estate. She had no luck with the Fayette County Register of Wills, who would not appoint her administrator because she could not establish that she was next of kin. So she next petitioned to the Orphans Court to be appointed administrator of the estate so she could arrange a funeral and burial for her friend, and use money from his estate to pay for the service. Although Cheryl held a power of attorney for Mr. Leonti, that expired upon his death. The court ordered the Register of Wills to appoint her administrator of the Andre’s estate and ordered the hospital to release the body to her for burial. Andre’s estate was worth about $ 242,000.  Normally the Register of Wills would require Ms. Keefer to post a bond before administering the estate, but the court order did not mention any bond requirements.

 As often happens, a distant cousin of the decedent living in Texas became aware of his possible inheritance, so he sought to have Cheryl Keefer removed as administrator and the estate, and he appointed in her place. Ms. Keefer not only refused to turn over the assets, but she also disappeared. Undaunted by this setback, the distant cousin sued the Register of Wills for failing to obtain the bond. 

Normally a government employee is exempt from suit under the doctrine of “governmental immunity,” and the Register of Wills of Fayette County thought so, too. The Pennsylvania Supreme Court held otherwise and stated that the Register of Wills of Fayette County might be liable because of a special Pennsylvania statute governing when the Register of Wills must require a bond, and they sent the case back down to the lower court for more fact finding. 

If you are appointed to administer an estate, do you need to obtain a bond? Would you qualify for a bond? Most wills contain a boilerplate provision stating the executor (also known as the “personal representative”) need not file a bond.  It is there because of  a Pennsylvania Law, similar to the laws of other states,which direct the Register of Wills to obtain a bond from a personal representative, unless waived in the will. The law, contained in Title 20 Pa. C.S.A. Section 3171 to 3175,  is too complicated to discuss in detail, but in most cases, an out of state personal representative must obtain a bond before they can administer an estate. Since they will control the checkbook, and have access to all of the funds of the estate, the bond is intended to secure faithful performance of their duties.  A bond can usually be obtained from an insurance company and most attorneys who do estate work, such as our firm, have access to companies who issue bonds. 

The case brings up a more fundamental question for anyone who drafts a will. Should you require that the representative obtain a bond? It is not impossible to purchase a bond, and it may protect your heirs. It would be pointless if the person you appoint as your personal representative is also your sole beneficiary, but it would make sense if your personal representative is a personal friend, yet not an heir of your estate. 

Without a will, there is no choice in the decision at all, and the laws stated above control. Was Cheryl Keefer a close friend of the decedent who was shortchanged because the decedent did not leave a will? She was appointed his agent under his power of attorney, and she seemed to be the only person interested in arranging decedent’s funeral, since his relatives only stepped forward when they found there was money to be claimed. Or, was she a neighbor who saw an opportunity to convince the decedent to appoint her agent under his power of attorney, and later pocket the decedent’s money by opening up an estate in his name and getting appointed administrator? We do not know enough to decide either wasy, but the case illustrates the importance of having a will.  

Have you ever had experience with getting a bond? If so, comment below.

Stay will until the next post.

Bob Gasparro