This opinion shall not "constitute precedent or be binding upon any court." Although it is posted on the internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R.1:36-3.
PER CURIAM.
Paul Pruckowski (Pruckowski) appeals an order denying his motion to file a cross-claim for indemnification against the Estate of Marie Concetta Pruckowski (Estate) and Anthony Castiglione, individually and as Executor of the Estate (Castiglione or Executor), for the costs of his mother's funeral.
When Marie Pruckowski (decedent) passed away in October 2014, she was survived by her children, Paul Pruckowski, Kenneth Pruckowski and Theresa Mary Donnelly, (the children) and her brother, Anthony Castiglione. Her estate was modest, consisting of a house located in Old Bridge, subject to a reverse mortgage, and a car. She did not have life insurance.
In March 2011, decedent executed a Last Will and Testament (Will) in which she directed that all her "just debts and funeral expenses" were to be fully paid and satisfied. The Will expressly made "no provision" for her three children. Rather, she devised her automobile to her nephew, and directed that the proceeds from the sale of her home and its contents "be given, devised and bequeathed" to St. Jude Children's Hospital along with "the rest, residue and remainder of [her] estate." Her brother was designated as the executor. She did not name a funeral agent to address her funeral arrangements.
Two weeks before the decedent's death, Castiglione obtained a $13,000 price quote for her funeral from his nephew, who was funeral director at a funeral home in Union. The price quote included a family discount. The Union funeral home agreed to accept payment after the Estate was settled.
The children wanted a funeral closer to Old Bridge, where the decedent's family and friends lived. Pruckowski claimed that Castiglione told him to plan the funeral, without imposing any financial restrictions. After obtaining two similar price quotes from nearby funeral homes, Pruckowski "booked" the funeral with Old Bridge Funeral Home (Funeral Home) for $30,789. He signed a "Payment Policy" that required full payment before the funeral services.
By the morning of the funeral, only a small deposit had been paid. When the Executor would not pay the remainder and the Funeral Home insisted on payment to proceed with the funeral, the children each signed a "Contract/Promissory Note," agreeing to pay the balance remaining of $26,374. The contract provided that payment was a personal obligation "in addition to the liability imposed by law upon the estate and others."
The Funeral Home filed suit for breach of contract and other causes of action when the outstanding balance was not paid, naming as defendants the children, Castiglione (as Executor and in his individual capacity) and the Estate. In their answer, counterclaim and cross-claim, Castiglione and the Estate denied financial responsibility for the funeral because the children had made the funeral arrangements, although the
Estate was willing to pay for reasonable funeral expenses. Pruckowski filed an answer, which requested an accounting because, he contended, there should have been available estate funds for the funeral from the decedent's reverse mortgage. The other children were defaulted when they did not answer the complaint.
All of the parties filed motions for summary judgment. Pruckowski asked for judgment against the Estate to require it to pay for the funeral. Decedent's house had been sold by this time and the title company escrowed $50,000 that could be used to pay the Funeral Home. The Funeral Home requested judgment against the children, the Executor and Estate for the unpaid balance of the funeral or the value of its services. The Executor and Estate asked for summary judgment against the children.
Following oral argument on May 5, 2015, the trial court reserved on the motions. While the decision was pending, Pruckowski filed a motion to assert a cross-claim for indemnification
On July 6, 2015, the trial judge granted summary judgment to the Funeral Home and against the children, granted the Estate and Executor's summary judgment motion against the children, and denied Pruckowski's motion for summary judgment. The court rejected Pruckowski's argument that he was subjected to duress through "wrongful pressure" by the Funeral Home because "it was expected the funeral arrangements would require a payment." Then, the court found the children were financially responsible for the cost of the funeral arrangements, as they had "knowingly chose[n] to incur the $30,000 expense of a funeral on their own." The trial judge reasoned that the Executor, as the decedent's brother, had legal authority to direct the funeral under
The court denied Pruckowski's motion to assert a cross-claim because both the Will and the "Payment Policy" were "clear and unambiguous," making "futile" any cross-claim Pruckowski could assert against the Estate. The order denying the amendment was entered on July 15, 2015. Thereafter, on September 15, 2015,
We agree the trial court erred by denying the motion to amend the pleadings to include a cross-claim for indemnification against the Estate, and in finding the children had no right to control the funeral under
In determining whether to allow the amendment of a pleading, courts must determine "[w]hether the non-moving party will be prejudiced, and whether granting the amendment would nonetheless be futile."
The trial court's decision to deny the amendment to add a claim for indemnification was based on the mistaken notion that the children could not control the funeral because no provision for them had been made in the Will.
Here, the court found that "[b]ecause the children are explicitly written out of the will . . . the statute clearly indicates that [brother] had the legal authority to direct the funeral."
In interpreting a statute, "we look first to the plain language of the statute, seeking further guidance only to the extent that the Legislature's intent cannot be derived from the words that it has chosen."
This enumeration was necessary to make clear "who may decide on burial . . . to avoid, or to end quickly," disputes regarding burial.
Decedent's Will could have named a person to control the funeral arrangements, but did not give any direction about interment nor mention whether the children were barred from participation. The Will only provided for payment of "just debts and funeral expenses." Because her Will did not name a funeral agent, the statutory hierarchy applied. As the surviving adult children of the decedent, the children had a higher priority right to control the funeral than decedent's brother, the Executor.
There is nothing in the statute providing that the statutory hierarchy shall be modified based on whether the children inherit under the will. Their exclusion from the Will could reflect decedent's charitable nature, that the children were provided for otherwise during decedent's lifetime, or that they did not require a bequest. Here, the court simply assumed because the children were not provided for that they were not entitled to priority under the statute. Thus, because the children had the statutory right to decide the funeral arrangements, the court erred in concluding that Pruckowsky's proposed amendment seeking indemnification was futile.
There was no prejudice to the Estate or Executor by permitting an amendment to include a claim for indemnification. Here, "the newly asserted claims [were] based on the same underlying facts and events set forth in the original pleading."
Under the Will, the decedent directed that her "just debts and funeral expenses" be fully paid and satisfied. It was the Executor's task to "settle and distribute the estate . . . in accordance with the terms of any . . . will."
The Executor has acknowledged an obligation by the Estate to pay for reasonable funeral expenses. However, the trial court did not find what funeral expenses were reasonable for decedent, nor is the record sufficient for this determination.
Because of this, we remand this issue to the trial court.
Pruckowski did not challenge on appeal and remains obligated on the judgment entered against him by the Funeral Home. Technically, he also did not appeal the July 6, 2015 order that granted summary judgment to the Estate and Executor. However, that order was based on the erroneous conclusion that Pruckowski and his siblings could not control the funeral and could not amend the pleadings to add a cross-claim. The underlying premise of that order was flawed and is inconsistent with our decision.
Therefore, the July 15, 2015 order denying amendment of the pleading is reversed. To the extent the July 6, 2015 order granting summary judgment to the Estate and Executor foreclosed
Pruckowski's cross-claim for indemnification, it is reversed. We remand to the trial court the sole issue of determining what funeral expenses were reasonable, the determination of which shall take into account any credit Pruckowski may have received from the Estate's settlement with the Funeral Home. We do not retain jurisdiction.