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TRUST MELVIN BACHMAN. APPEAL ELEANOR J. BACHMAN (02/08/85)

filed: February 8, 1985.

IN RE TRUST OF MELVIN BACHMAN. APPEAL OF ELEANOR J. BACHMAN, INDIVIDUALLY AND AS ADMINISTRATRIX OF THE ESTATE OF MELVIN E. BACHMAN


COUNSEL

Alfred G. Yates, Jr., Pittsburgh, for appellant.

Brosky, Watkins and Hester, JJ.

Author: Brosky

[ 338 Pa. Super. Page 547]

This appeal is from the dismissal of a Petition to Vacate the Decree of Distribution of a trust estate. Appellant contends that she was not given notice of the proceedings and that an adjudication of her interest in the estate must be undertaken. Along with the Court of Common Pleas, we find this issue waived due to its absence from the petition and, accordingly, affirm.

[ 338 Pa. Super. Page 548]

The instant petition was brought under 20 Pa.C.S. § 3521, providing the opportunity for a challenge to be made to the decree of distribution. This petition did not allege that appellant had not received notice of the prior proceedings, which had involved her now deceased husband. The Court of Common Pleas held that the notice issue was waived by its absence in the petition.*fn1

Appellant counters that the inclusion of the notice claim in the brief supporting the Petition and in oral argument on the petition acts to preserve the issue. In support of this appellant cites In re Estate of Chiara, 467 Pa. 586, 359 A.2d 756 (1976). Chiara held that an issue not included in the exceptions to an account of an estate would nonetheless be preserved through inclusion in the brief.

While the item in question should, of course, have been the subject of a formal objection to the account, failure to do so should not prove fatal in this case. The trial memorandum presented to the court on Gloria's behalf before hearing on the objections and the brief submitted before decision was rendered were in effect, amendments to the formal objections, and should have been so treated by the court. The rules of the orphans' court divisions are to be "liberally construed to secure the just, speedy and inexpensive determination of every action or proceeding to which they are applicable." Rule 2.1 (formerly Section 2 of Rule 1) of the Orphans' Court Rules of this Court. The same rule allows the orphans' court to "disregard any error or defect of procedure which does not affect the substantial rights of the parties in interest." See also 20 Pa.C.S. § 3521. If, therefore, the court's failure to consider the issue was because of the "defect of procedure" referred to, the court abused its discretion in the premises.

In re Estate of Chiara, supra, 467 Pa. at 594, 359 A.2d at 760.

[ 338 Pa. Super. Page 549]

If Chiara is binding precedent, it would lead to the disposition of this case in appellant's favor.*fn2 We conclude, however, that Chiara is not precedential.

Six, rather than seven, Justices participated in the Chiara decision. One of these Justices concurred in the result. As such, that vote does not contribute to a majority of the court participating necessary to create precedent. "Their votes represent only their agreement with the mandate affirming the judgment of sentence, and nothing more." Commonwealth v. Glover, 497 Pa. 433 at 436, 441 A.2d 1216 at 1217 (1982). Two additional Justices did not join the opinion but "would affirm the decree of the Orphans' Court." The portion of the opinion quoted above resulted in a remand in part and thus those two Justices clearly did not adopt the rule in question. The net result is that only three of six participating Justices joined Chiara on the issue before us. This is insufficient to create precedential value.

While the rule adopted in [ Commonwealth v.] Jones [457 Pa. 563, 319 A.2d 142 (1974)] that a defendant is entitled to a requested instruction on voluntary manslaughter received the support of all six participating Justices, the harmless error analysis in the opinion in support of affirmance was adopted by only three of the six Justices. Thus, the opinion in support of affirmance ...


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