HomeMy WebLinkAbout02-05-13 (2),; J-A23007-12
NON-PRECEDENTIAL DECISION -SEE SUPERIOR COURT I.O.P. 65.37
IN RE: ESTATE OF ROBERT M. MUMMA,
DECEASED,
Appellee
APPEAL OF:
Appeal from the Order Entered December 13,c+2~~ ~ ~
In the Court of Common Pleas of Cumberland ~b~ty ~ ~ m
Orphans' Court at No(s): 21-86-398 ; ~ ~ N ;
IN THE SUPERIOR COURT OF
PENNSYLVANIA
1
ROBERT M. MUMMA, II, ~ ~ ~ N
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Appellant ~ No. ~~~ 012~ m
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BEFORE: STEVENS, P.J., BENDER, ]., and GANTMAN, J.
MEMORANDUM BY STEVENS, P.J.:
FILED OCTOBER 19, 2012
Appellant, Robert M. Mumma, II, challenges the following order of the
Court of Common Pleas of Cumberland County.
AND NOW, this 13th day of December, 2011, upon the
recommendation of the Auditor in this case it is hereby ordered
that the Money Market Account of D E Distribution Corporation
currently maintained at M & T Bank having an account number
ending in 5251 shall be released and M & T Bank is hereby
direct[ed] to disburse, by wire transfer, the entire balance to D E
Distribution Corporation's checking account at Fulton Bank.
It is further ordered that the sum of $125,000.00 from the
accounts of the Mumma Realty Associates I be distributed to the
Trust established under the Will of Robert M. Mumma and that
this amount shall be a credit to any future distributions to which
the said Trust established under the Will of Robert M. Mumma
shall be entitled.
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J-A23007-12
Order filed 12/14/11.1 Finding that this order of partial distribution is
interlocutory in nature, we quash the appeal.
Appellant suggests that we have jurisdiction pursuant to 42 Pa.C.S. §
742. Appellant's brief (unpaginated). That Rule states:
The Superior Court shall have exclusive appellate jurisdiction of
all appeals from frnal orders of the courts of common pleas,
regardless of the nature of the controversy or the amount
involved, except such classes of appeals as are by any provision
of this chapter within the exclusive jurisdiction of the Supreme
Court or the Commonwealth Court.
42 Pa.C.S.A. § 742 (emphasis added). See also Pennsy Supply, Znc, v.
Mumma, 921 A.2d 1184, 1194 (Pa. Super. 2007) (citing 42 Pa.C.S.A. §
742). Morgan disputes that we have jurisdiction to hear this appeal.
Morgan's brief at 8.
1 Robert M. Mumma, Sr. died on April 12, 1986, leaving a will that
established a marital trust and a residual trust. He named his wife, Barbara
Mumma, and a daughter, Lisa M. Morgan, as the two trustees of both trusts
and co-executrixes of his estate. Mrs. Mumma and Morgan filed a final
accounting for Mumma, Sr.'s estate in 2004. Robert Mumma, II
('Appellant") filed numerous motions and objections to the accounts. The
court-appointed auditor has presided over forty days of hearings in this
matter, and conducted conferences pertaining to the subject of the
December 14, 2011 order. Following those conferences, the Auditor issued
an interim report on December 9, 2011, recommending as follows:
[T]hat $125,000.00 be distributed to the Trust and that such
distribution be a credit to any future distributions. Because the
parties cannot agree on their respective shares and no party,
beneficiary, shareholder, or partner petitioned for a distribution,
other than the Trustee, the parties must be content to await the
final decision of the court in the audit of the accounts.
Auditors Interim Report and Request for Orders, 1•tled 12/9/11.
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Asa prefatory matter, we observe: "The appealability of an
order directly implicates the jurisdiction of the court asked to
review the order." Estate of Considine v. Wachovia Bank,
966 A.2d 1148, 1151 (Pa. Super. 2009). °[T]his Court has the
power to inquire at any time, sua sponte, whether an order is
appealable." Id.; Stanton v. Lackawanna Energy, Ltd., 915
A.2d 668, 673 (Pa. Super. 2007). Pennsylvania law makes
clear:
[A]n appeal may be taken from: (i) a final order or
an order certified as a final order (Pa.R.A.P. 341);
(2) an interlocutory order as of right (Pa.R.A.P. 311);
(3) an interlocutory order by permission (Pa.R.A.P.
312, 1311, 42 Pa.C.S.A. § 702(b)); or (4) a
collateral order (Pa.R.A.P. 313).
Stah/ v. Redcay, 897 A.2d 478, 485 (Pa. Super. 2006), appeal
denied, 591 Pa. 704, 918 A.2d 747 (2007) (quoting Pace v.
Thomas Jefferson University Hosp., 717 A.2d 539, 540 (Pa.
Super. 1998) (internal citations omitted)). Pennsylvania Rule of
Appellate Procedure 341 defines "final orders" and states:
Rule 341. Final Orders; Generally
(a) General rule. Except as prescribed in subdivisions
(d), and (e) of this rule, an appeal may be taken as
of right from any final order of an administrative
agency or lower court.
(b) Definition of final order. A final order is any
order that:
(1) disposes of all claims and of all parties; or
(2) is expressly defined as a final order by
statute; or
(3) is entered as a final order pursuant to
subdivision (c) of this rule.
(c) Determination of finality. When more than one
claim for relief is presented in an action, whether as
a claim, counterclaim, cross-claim, or third-party
claim ... the trial court ... may enter a final order as
to one or more but fewer than all of the claims ...
only upon an express determination that an
immediate appeal would facilitate resolution of the
entire case. Such an order becomes appealable
when entered. In the absence of such a
determination and entry of a final order, any order
... that adjudicates fewer than all the claims ... shall
not constitute a final order....
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Pa.R.A.P. 341(a)-(c). Under Rule 341, a final order can be one
that disposes of all the parties and all the claims, is expressly
defined as a final order by statute, or is entered as a final order
pursuant to the trial court's determination under Rule 341(c).
Pa.R.A.P. 341(b)(1)-(3); In re N.B., 817 A.2d 530, 533 (Pa.
Super. 2003).
Pennsylvania Rule of Appellate Procedure 342 provides:
Rule 342. Orphans' Court Orders Appealable.
Orders Determining Realty, Personalty and
Status of Individuals or Entities. Orders Making
Distribution
An order of the Orphans' Court Division making a
distribution, or determining an interest in realty or
personalty or the status of individuals or entities,
shall be immediately appealable:
(1) upon a determination of finality by the Orphans'
Court Division, or
(2) as otherwise provided by Chapter 3 of these
rules.
Pa.R.A.P. 342 (emphasis added).
In re Estate of Cel/a, 12 A.3d 374, 377-78 (Pa. Super. 2010), reargument
denied, Oct. 8, 2010).2 In estate cases, this Court has recognized that
confirmation of a personal representative's final account and final
distribution is the proper order from which a party can appeal. In re Estate
of Allen, 960 A.2d 470, 471-72 (Pa. Super. 2008) (citing In re Estate of
Cherwinski, 856 A.2d 165, 166-67 (Pa. Super. 2004)). "In order to avoid
piecemeal litigation, no appeal will be permitted from an interlocutory order
unless specifically provided for by statute. Otherwise, an appeal must be
taken from a final order." In re Estate of Quinn, 805 A.2d 541, 542 (Pa.
Super. 2002).
2 Cel/a involved an appeal from an order expressly deemed final by the
lower court.
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Here, the final account has been filed, but the court appointed Auditor
has yet to rule upon the objections thereto, thus there has been no final
distribution or confirmation of the final account. Additionally, the December
14, 2011 order directs only a partial distribution of the assets of the estate,
in no way disposes of all claims and all parties, is not expressly defined as a
final order by statute, and was not entered as a final order. Thus, it does
not constitute a final order under Rule 341(b). Nor may Appellant's
challenge to the December 14, 2011 order be considered an interlocutory
appeal as of right or an interlocutory appeal by permission, since the order
does not fall under Rules 311 or 312. Neither will the order be considered
collateral under Rule 313. Lastly, no determination of finality occurred
pursuant to Rule 342.3
As such, this appeal must be quashed as interlocutory.
Appeal Quashed.
Judgment Entered.
Deputy rothonotary
Date: 10/19/2012
3 Rule 342 was amended on December 29, 2011, shortly after the filing of
Judge Oler's December 14, 2011 order, but those amendments did not take
effect until February 13, 2012.
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