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Wills Trusts & Estates keyed to Dukeminier
Troy v. Hart
Facts
On February 4, 1992, Paul Lettich, appointed Richard Troy, appellant, as his attorney in fact and granted him power of attorney. In April 1992 Lettich became a resident of the Cardinal Sheehan Center for the Aging, Stella Maris Hospice, and appellant applied for medical assistance on behalf of Lettich to be used when his resources became exhausted. Around January 1, 1995, Lettich was deemed qualified to receive benefits and all medical expenses from then on were paid by Medicare and Medicaid. On February 25, 1995, Lettich’s sister, Alta Mae Lettich died intestate and was survived by Lettich, and her two sisters, Mildred Hart and Gladys McGlaughlin. Personal contact between Lettich and his sisters was minimal but appellant kept them abreast of Lettich’s status, including appellant’s legal relationship with Lettich. Hart was appointed personal representative of Alta Mae’s estate and shortly after visited Lettich and assisted him in executing a disclaimer to his share of their sister’s estate. Hart and McGlaughlin each became $50,000 richer as a result of Lettich disclaiming his inheritance. The following month, appellant was notified that decedent had renounced his inheritance, and as a result promptly retained counsel on Lettich’s behalf, who filed, in the Orphan’s Court, a petition to rescind Lettich’s disclaimer and remove Hart as the personal representative of Alta Mae’s estate. Hart retained an attorney, Veil, and requested that he execute a motion to strike the Orphan’s Court petition and to execute a revocation of appellant’s power of attorney. Appellant contacted Lettich’s counsel and she advised Veil that she represented Lettich and that Veil was forbidden to speak to Lettich. Lettich died on September 20, 1995. Following the orphan court’s denial of the petition, appellant sought a de novo appeal in the Circuit Court for Washington County. The court granted Hart’s motion for judgment with respect to the attempt to have her removed as personal representative of the estate but dismissed the portion of the petition that sought to rescind Lettich’s disclaimer. Appellant filed a timely notice of appeal.
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