Appeal from the Order of the Court of Common Pleas, Orphans Division, of Philadelphia County at No. 2100-1984.
Julia Beall Passyn, Philadelphia, appellant, in propria persona.
Cavanaugh, Wickersham and Hoffman, JJ.
[ 352 Pa. Super. Page 136]
Julia Beall Passyn appeals from the order of court by which Abraham Brown was adjudged an incompetent and a guardian of his estate was appointed.
On January 25, 1983, appellant entered into a written agreement with Mr. Brown to assist him in handling his finances. During the term of the contract, appellant wrote out checks for Mr. Brown and invested over $12,000.00 of Mr. Brown's funds in certain mortgages. Sometime later Mr. Brown apparently grew dissatisfied with appellant's management of his financial affairs and requested that appellant turn over his assets. Appellant did not honor that request.
Subsequently, Mr. Brown, in an unusual circumstance, personally petitioned the court to adjudge him incompetent and to appoint a guardian of his estate. Appellant was not a party to the incompetency hearing but was subpoenaed to attend the September 21, 1984 hearing because she still held the assets of Mr. Brown. At that hearing, Mr. Brown was adjudged an incompetent and James P. McGarrity was appointed guardian of his estate by the Honorable Judith J. Jamison of the Orphan's Court Division of the Court of Common Pleas of Philadelphia County. Appellant files this timely appeal in which she raises four allegations of error relating to the incompetency proceeding for our consideration.*fn1
[ 352 Pa. Super. Page 137]
At the threshold of our inquiry however, we must pause to determine whether appellant has the requisite standing to challenge Mr. Brown's adjudication as an incompetent. Initially we note that appellant as a non-relative does not receive the benefit of standing conferred to those who would have been entitled to share in Mr. Brown's estate had he died intestate at the time of the incompetency hearing. Pursuant to 20 Pa.C.S. § 5511(a), only those persons who are sui juris and would be entitled to share in the alleged incompetent's estate are required to be notified of impending incompetency proceedings. It follows that the class of individuals entitled to challenge the adjudication should be limited to these same intestate heirs and the alleged incompetent himself.
While we are aware of no appellate authority directly on point, we are persuaded of the logic of this position by the lower court's opinion in Reidenbach's Estate, 30 Pa.Fiduc. 347, 15 D. & C.3d 350 (O.C.Allegheny 1980). In Reidenbach's Estate, the court held that an incompetent's nephew, who was not an intestate heir, was neither entitled to notice of any proceeding before the court involving the incompetent, nor able to file objections, since the incompetent's sole heir under the intestacy law was the incompetent's spouse. Id. at 350, 15 D. & C.3d at 353.
In the instant case, appellant's relationship with Mr. Brown is far more tenuous than that of the blood relative in Reidenbach's Estate. It is clear that she, as a non-relative, could not ever possess an interest as an intestate heir and was not entitled to be notified of Mr. Brown's incompetency adjudication, nor able to file objections below. Mr. Brown's sole heir under the intestacy law was his adopted daughter, Maxine Brown. It was therefore Maxine Brown and not appellant who possessed the protectable interest below. See id. It is similarly now only Miss Brown or Mr. Brown himself who has standing to challenge the adjudication.
[ 352 Pa. Super. Page 138]
Appellant's position as former attorney-in-fact for Mr. Brown does not confer standing to object to this adjudication on appeal where appellant had no standing to object to the proceeding below under the Probate Code. We therefore ...