Justia Pennsylvania Supreme Court Opinion Summaries

The issue this case presented for the Pennsylvania Supreme Court's review centered on whether the Commonwealth Court erred in concluding that Firearm Owners Against Crime (FOAC), Kim Stolfer, Joshua First, and Howard Bullock (collectively, Appellees) had individual and associational standing to challenge four of the City of Harrisburg’s ordinances regulating firearms: the Discharge, Parks, Lost/Stolen, and Minors Ordinances. The Supreme Court affirmed the Commonwealth Court because it concluded Appellees had standing to bring this declaratory judgment action before the City enforced the challenged ordinances against them. View "FOAC, et al. v. City of Harrisburg" on Justia Law

In 2006, Rose Rellick (decedent) purchased two certificates of deposit ("CDs") listing as co-owners herself, her sister appellee Betty Rellick, and the daughters of her deceased brother George, appellee Kimberly Vasil and appellant Sharleen Rellick-Smith. Prior to purchasing the CDs, Decedent executed powers of attorney designating Betty and Kimberly as her attorneys-in-fact. It purportedly was Decedent’s intention that, upon her death, the proceeds of the CDs be divided equally among Appellant and Appellees. However, prior to Decedent’s death, Appellees removed Appellant’s name from the CDs. In March 2013, subsequent to Decedent’s death, Appellees cashed the CDs, which were worth approximately $370,000, and divided the money between the two of them. In 2014, Appellant filed an action against Appellees, claiming they breached their fiduciary duties to Decedent by removing Appellant’s name from the CDs and refusing to pay her any of the proceeds. Appellees filed a timely response to the complaint, but, relevant to this appeal, did not raise any affirmative defenses therein. Four months later, Appellees moved to dismiss the complaint, arguing that Appellant lacked standing and that her claim was barred by the statute of limitations. Appellees’ motion was ultimately granted on the basis that Appellant lacked standing. Notably, however, the trial judge determined that Appellees waived the statute of limitations defense by failing to raise it as a new matter in their answer, as required by Pa.R.C.P. 1030(a). The issue this case presented for the Pennsylvania Supreme Court's review was whether the Superior Court erred in affirming an order of the trial court that permitted the appellees to file an amended answer to include the affirmative defense of statute of limitations, which a different trial court judge previously ruled was waived. The Supreme Court concluded the second trial judge’s order violated the coordinate jurisdiction rule in this regard, thus the Superior Court erred in affirming the second court's order. The Superior Court decision was reversed, the trial judge's order vacated in part, and the matter remanded to the trial court for further proceedings. View "Rellick-Smith v. Rellick, et al." on Justia Law

Appellant Aaron Bradley and Tanaya Nelson were involved in a romantic relationship. Nelson began attending a trade school, where she met Bruce Fox (“Victim”). The relationship between Nelson and Victim was friendly, but evidently, not romantic. The day before Victim’s murder, Appellant and Nelson went shopping. After about an hour after she was dropped off at a relative's house, Nelson realized she had missed approximately ten calls from Appellant. Nelson called Appellant back, and he began to question her about where she was and who she was with. Appellant took her phone, seeing a text from Victim that made him angry. When she retrieved her phone some time later, Nelson realized texts and call message logs had been deleted. The Commonwealth ultimately retrieved those deleted messages and logs, finding a number of messages and calls were sent from Nelson's phone when it was in Appellant's possession. Appellant was arrested and charged with first-degree murder, possessing an instrument of crime (“PIC”), and carrying a firearm on a public street in Philadelphia related to his involvement in the shooting death of Victim. A jury found Appellant guilty on all charges; he was sentenced to life and concurrent terms for the PIC and firearms offenses. Three PCRA petitions were dismissed, with the court concluding issues raised were without merit. With new counsel, Appellant attempted to move the Superior Court to remand his case to the PCRA court so that he could raise claims of ineffective assistance of counsel. This motion was denied, with the Superior Court explaining that Appellant waived his challenge to the adequacy of PCRA counsel's effectiveness under current law, and that he could not challenge PCRA counsel’s effectiveness on appeal. The Pennsylvania Supreme Court considered the procedure for enforcing the right to effective counsel PCRA proceeding. "All parties before us acknowledge that the current approach is inadequate, and that revisions are in order, but have offered differing viewpoints." The Supreme Court determined that, "indeed, an overhaul of the procedure to vindicate a petitioner’s right to effective PCRA counsel is appropriate," and adopted the approach outlined in this opinion. View "Pennsylvania v. Bradley" on Justia Law

Appellant T.W. appealed a superior court order affirming a court of common pleas order denying his motion to suppress physical evidence and adjudicating Appellant delinquent for unlawful possession of a controlled substance. Appellant’s arrest for unlawful possession of a controlled substance arose from a vehicle stop and a subsequent Terry frisk. Upon frisking Appellant, a police officer of the Philadelphia Police Department felt a hard object in Appellant’s left pants pocket. Fearing that the unknown object could be a weapon, the officer reached into Appellant’s pocket and removed the object. Appellant was arrested for possessing the object and a subsequent search incident to arrest led to the discovery of a controlled substance on Appellant’s person. Before trial, Appellant made a motion to suppress the physical evidence recovered from his person, arguing that the police officer exceeded the scope of a permissible Terry frisk by reaching into Appellant’s pocket and removing an object during the frisk. The Pennsylvania Supreme Court granted review in this matter to address the standards by which a police officer may remove an object from within a suspect’s clothing during a Terry frisk. The Court previously addressed this issue in Pennsylvania v. Taylor, 771 A.2d 1261 (Pa. 2001) (plurality). The Court's review in that case resulted in a plurality decision whereby the opinion announcing the judgment of the Court held that a police officer conducting a lawful Terry frisk could remove an object from within a suspect’s clothing if the officer has reasonable suspicion to believe that the object is a weapon. "In light of the fact that Taylor did not produce a majority opinion, we reexamine the issue anew." View "In the Interest of: T.W." on Justia Law

A majority of the taxable inhabitants of Highspire Borough, Pennslyvania (the “Coalition”) filed a petition seeking to be established as a school district independent from Steelton-Highspire School District (“SHSD”) for the sole purpose of having the new school district be absorbed into the neighboring Middletown Area School District (“MASD”). The Secretary of Education issued an opinion and order denying the transfer on the grounds that the academic benefits to be enjoyed by the transferring students did not outweigh the educational detriments imposed upon the students in the SHSD and MASD districts. In particular, the Secretary concluded that the transfer would undermine the financial stability of SHSD and put a strain on class size and facilities at MASD. On appeal, the Commonwealth Court reversed, taking issue with the Secretary’s consideration of finances and holding that the Secretary should have instead narrowly focused on the academic benefits that would be enjoyed by the transferring students. The Pennsylvania Supreme Court concluded that in this case, the Secretary properly considered financial impacts and appropriately focused on the quality of education for the students in all of the school districts associated with the proposed transfer. The Court therefore reversed the order of the Commonwealth Court and remanded for further proceedings. View "In Re: Appeal for Formation of Independent SD" on Justia Law

Augustus Ashton died in October 1951; his will created a trust to be funded by the residue of his estate for the benefit of his family members and certain charitable interests (the “Trust”). The will created eight separate fixed annuities benefitting designated family members; five of those annuities terminated pursuant to their terms. Appellant Elizabeth Reed, Ashton's grandniece, was one of three remaining beneficiaries, entitled to $2,400 annually irrespective of the size of the Trust’s corpus for the remainder of her life, and then any surviving children or grandchildren born during her lifetime would receive a portion of her $2,400 share. Every beneficiary was entitled to the Trust’s income rather than its principal. After the termination of fixed annuity payments to all named beneficiaries, the Trust would continue to fund scholarships at the University of Pennsylvania in perpetuity. PNC Bank ("PNC"), the successor trustee, generated a Fourth and Interim Accounting for the period 1983 and 2017. Among other matters, PNC set forth two requests for adjudication: (1) divide the Trust in two, with the first to be funded with $5 million and dedicated to the named beneficiaries' annuity payments and the second to be funded with the balance of the Trust's current assets dedicated to University scholarships; and (2) to increase its fee for administering the trust, based on a percentage of the market value of the Trust as of the previous month. In this appeal by allowance, the Pennsylvania Supreme Court considered whether a vested beneficiary of the Trust had standing to challenge the Trust’s administration where her benefit consisted of a fixed annuity, and the Trust corpus was sufficient to provide the benefit for many years. The Supreme Court reversed the superior court insofar as it held Appellant lacked standing to object to transactions contained in the Fourth Account, and to PNC's request for additional compensation. "Appellant, as beneficiary under the Trust, had an interest which was harmed if the transactions of PNC as documented in the Fourth Account were improper as is alleged, and that her interest was substantial, direct, and immediate. It was substantial because any duties Appellant claims were breached were not owed to the general public, but to the beneficiaries.... any harm to Appellant’s interest in the trust res was not remote or speculative." View "Trust Under Will of Ashton" on Justia Law

At some time in the early morning hours of December 27, 1996, Appellant entered his estranged wife Carla’s home and then shot Carla and her fourteen-year-old daughter D.M. in the head, killing both of them. The Commonwealth charged Appellant with one count of burglary and two counts of first-degree murder. A jury found Appellant guilty of those charges. After a penalty hearing, the jury sentenced Appellant to death on both of his murder convictions. On July 17, 2014, the PCRA court entered an order dismissing another handful of Appellant’s claims based upon the evidence presented in the initial evidentiary hearing. The Pennsylvania Supreme Court affirmed that order in all respects, save one. "Respectfully, the PCRA court did not provide its rationale for rejecting the fact-intensive issue relating to Appellant’s competency to proceed to trial and represent himself and prior counsels’ alleged ineffectiveness for failing to pursue the issue." Consequently, this matter was remanded to the PCRA court solely to issue a supplemental opinion addressing its reasons for denying relief on these claims. View "Pennsylvania v. Reid" on Justia Law

In October 2016, Kevin Jalbert (“Victim”) was shot seven times in Coatesville, Pennsylvania, and died as the result of the shooting. Several persons witnessed the incident, including Justin Griest and A.H. Appellant Sheron Purnell was identified as the shooter, and the Commonwealth charged him with first-degree murder, third-degree murder, and firearms not to be carried without a license. When police interviewed A.H. about the assault, she stated that she was afraid to speak about the group who committed the act because they were part of the gang that she saw when Victim was murdered. A.H. also shared that she did not want to testify about the assault because she feared that someone from the gang would shoot her. The Commonwealth requested that a “comfort dog” be present during A.H.’s trial testimony at trial. The motion explained that a sheriff’s deputy would transport the comfort dog, Melody, to the court and that the dog would enter the courtroom before the jury’s entrance. According to the motion, the comfort dog would be placed in the witness stand outside the presence of the jury and would exit the courtroom after the jury left the room. In response to the Commonwealth’s motion, Appellant’s counsel stated his concern that the jury would see the dog and feel sympathy for A.H. Defense counsel also feared that A.H. may comment on the presence of the dog given her alleged propensity to get distracted. The Pennsylvania Supreme Court granted allowance of appeal in this matter to consider the appropriate test to apply to a trial court’s determination concerning whether a witness in a criminal case may utilize a “comfort dog” for support during his or her trial testimony. The Supreme Court held that a trial court should balance the degree to which the accommodation will assist the witness in testifying in a truthful manner against any possible prejudice to the defendant’s right to a fair trial. Here, the trial court allowed a witness to testify with the assistance of a comfort dog, and the Superior Court concluded that the trial court did not abuse its discretion in this regard. The Supreme Court agreed with the Superior Court and, therefore, affirmed that court’s judgment. View "Pennsylvania v. Purnell" on Justia Law

Appellant Daniel Mohn was a Republican committeeperson of Appellee, the Bucks County Republican Committee, for the voting district of Yardley Borough. In 2014, he was first elected to a two-year term, and reelected in 2016. After the election, the acting chairman of Appellee’s Ethics Committee sent a letter to Appellant advising him that complaints had been lodged by Bryan McNamara and Nicholas and Sandra Liberato, alleging among other things, that Appellant had “actively campaigned against an endorsed candidate for committeeman and disparaged the importance and value of the Bucks County Republican Committee Sample Ballot.” In his correspondence to Appellant, the acting chairman also related that an investigatory hearing had been scheduled before the Ethics Committee. Appellant asked for, and was granted, a short continuance. Appellant's counsel took the position that the Code of Ethics reposited in the Committee Rules applied solely to elected and appointed public officials, not party officials. As such, counsel opined that the Ethics Committee lacked the authority to conduct any proceedings and asserted that the hearing should be cancelled. In the alternative, counsel reiterated his request for a longer continuance and complained that he hadn’t been provided with requested documents. The hearing before the Ethics Committee apparently proceeded nevertheless, and at the conclusion of the hearing, the Executive Committee voted to disqualify Appellant as a committeeperson and declare his office vacant. Appellant and two other individuals filed a complaint in the court of common pleas seeking declaratory and injunctive relief to prevent their removal as committeepersons, as well as an award of attorneys’ fees as a sanction for purported bad faith. The plaintiffs also filed a separate emergency motion asking the court to enjoin the conduct of any hearing before the Executive Committee. The issue before the Pennsylvania Supreme Court in this matter reduced to a question of the jurisdiction of Pennsylvania courts to intervene in the internal affairs of political parties. The Court credited Appellee's position that “through its internal, self-organized apparatus, [it was] permitted to construe its own governing rules and to disqualify elected occupants of its offices from participation in its affairs by exercising its own judgment, free from judicial interference.” View "Mohn v. Bucks Co. Republican Committee" on Justia Law

In a case of first impression, the Pennsylvania Supreme Court granted review to determine whether the Commonwealth Court properly calculated the “cost” of steel products under the Steel Products Procurement Act (“Steel Act” or “the Act”), which required that “75% of the cost of the articles, materials and supplies [of a steel product] have been mined, produced or manufactured” in the United States. G. M. McCrossin, Inc. (“McCrossin”), a contracting and construction management firm, served as the general contractor for the Lycoming County Water and Sewer Authority (“Authority”) on a project known as the Montoursville Regional Sewer System Waste Water Treatment Plan, Phase I Upgrade (“Project”). In July 2011, McCrossin entered into an agreement with the Authority to supply eight air blower assemblies, which move air from one area to another inside the waste treatment facility. United Blower, Inc. (“UBI”), became a subcontractor on the Project. UBI was to supply the eight blowers required by the original specifications and was to replace the three digestive blowers as required by a change order. UBI prepared a submittal for the blowers which McCrossin in turn submitted to the Authority’s Project engineer, Brinjac Engineering (“Brinjac”). As part of the submittal, McCrossin provided Brinjac and the Authority with a form, which verified that 75% of the cost of the blowers was attributable to articles, materials, and supplies (“AMSs”) that were mined, produced, or manufactured in the United States. The total amount McCrossin paid UBI for the blower assemblies and digestive blowers was $239,800. The amount paid by the Authority to McCrossin for these items was $243,505. Authority employees began to question whether McCrossin and UBI provided products that complied with the Steel Act. The Supreme Court held the Commonwealth Court improperly calculated the cost of the steel products at issue, thereby reversing and remanding for further proceedings. View "United Blower, et al. v Lycoming Water & Sewer" on Justia Law