BOLAND v. Daly

318 A.2d 329, 455 Pa. 467, 1974 Pa. LEXIS 654
CourtSupreme Court of Pennsylvania
DecidedMarch 25, 1974
DocketAppeal, 230
StatusPublished
Cited by4 cases

This text of 318 A.2d 329 (BOLAND v. Daly) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
BOLAND v. Daly, 318 A.2d 329, 455 Pa. 467, 1974 Pa. LEXIS 654 (Pa. 1974).

Opinions

Opinion by

Mr. Chief Justice Jones,

The question in this case arises from an equity action instituted in Montgomery County by appellees to compel the dissolution of their partnership with appellant Daly.1 In the course of this action, on January 25, 1972, Daly, by stipulation, agreed to retire from the partnership upon receipt of the value of his interest in [469]*469tbe partnership computed in accordance with paragraph 7(e) of the partnership agreement.2 Under this stipulation Daly also claims to be entitled to his share of the accrued or undrawn earnings of the partnership in accordance with his interpretation of paragraph 7(d) of the partnership agreement.3 Specifically, he claims that he was entitled to 25% (a figure which also represented his partnership interest) of the sum of $421,-909.54 reflected on the balance sheet as a Current Liability designated “Due Partners for Undrawn Earnings” (Undrawn Earnings). A hearing on that issue was held on March 13 and 14, 1972 before the chancellor and testimony was taken. On August 17, 1972, the chancellor denied this claim except for funds accumulated in that account during the fiscal year in which Daly retired, and to the date of his retirement.4 Exceptions were taken and dismissed by the court en banc. This appeal followed.

The findings of fact below are supported by the record and are not questioned. Prior to September 10, [470]*4701956, Francis I. Daly, Jr., and Fred Belir each, owned a 25% interest in tbe partnership of “C. A. Hansser and Son,” along with. Fred’s wife, Helen, who had a 50% interest. On that date, the partners executed a new written partnership agreement. Twenty per cent of Helen Behr’s interest was divided equally between her children, Julia Behr Boland and Ernest Behr. The partnership was designed to keep 75% of the ownership of the business in the Behr family until Daly’s death, retirement or bankruptcy, at which time the Behrs would acquire complete ownership by the procedures outlined in paragraphs 7(d) and 7(e) above.5

During the interval between 1956 and the inception of this litigation, three of the original five partners died. Fred Behr died in 1963 and his interest in the partnership was then acquired by his children, Julia Behr Boland and Ernest Behr. In addition, Helen Behr had given these children an additional 5% interest each. Thus, after Fred Behr’s death, Ernest and Julia each possessed a 27%% interest in the partnership. Helen [471]*471Behr had a 20% interest and Daly’s interest remained at 25%. Ernest Behr died in 1967 and bequeathed his interest in the partnership to his widow, Marguerite Behr.6 Then in 1968 Helen Behr died and her 20% interest was bequeathed in equal 10% shares to her daughter, Julia, and her daughter-in-law, Marguerite Behr (appellees herein). Appellees’ interests then equalled 37%% each.

C. A. Hausser and Son was engaged in the business of manufacturing and selling laboratory apparatus and it prospered subsequent to the 1956 partnership agreement. The net earnings of the business were credited to the Undrawn Earnings account and withdrawals therefrom (like all the partnership decisions) were determined by unanimous consent of the partners. Distributions to the partners from the account were dependent upon the availability of cash in the business and not necessarily by the amount of net earnings in any given accounting period. Overall, the accruals exceeded the distributions to the partners and the undistributed earnings were used as working capital to finance inventory and receivables, to pay taxes and to purchase machinery and equipment. Daly’s refusal to allow increased distributions to the partners was the primary reason that accruals exceeded distributions.7 [472]*472In fact, this situation precipitated appellees’ original equity action for the dissolution of the partnership.

Having agreed to retire and having chosen the second alternative in paragraph 7(e) of the partnership agreement, Daly also seeks his 25% share of the Undrawn Earnings account. He maintains that the undrawn earnings are on the books as a current liability and, therefore, are due him under paragraph 7(d) of the partnership agreement, which provides that a partner’s share of “accrued earnings” are recoverable upon his retirement. On the other hand, the chancellor held that the Undrawn Earnings account was actually part of capital and had been misrepresented on the balance sheet as a liability.8 The effect of this decision is to deny Daly recovery of his share of the Undrawn Earnings account since his interest in the value of the business under the second alternative in paragraph 7(e) would have exceeded the capital account even as increased by his share of undrawn earnings.

While it may not have been obvious when the partnership agreement was executed that Francis I. Daly, Jr., stood to benefit upon retirement as a result of the particular accounting method employed, neither the chancellor nor this Court is in a position to rewrite that agreement, especially when the agreement specifically addresses the issue. Paragraph 4(b) states that “there shall be no . . . addition to capital by any partner except by unanimous agreement of and by all the partners” and this provision is the law of the partnership between the partners. O’Donnell v. McLoughlin, 386 Pa. 187, 125 A. 2d 370 (1956). Since none of the accrued earnings had ever been deemed capital by the [473]*473partners, it was error for the chancellor to conclude otherwise. Nor does the fact that the accounting method employed was contrary to generally accepted accounting principles affect the agreement. The same peculiar accounting method with an undrawn earnings account was employed in the pre-1956 partnership. Even if that method was merely inherited and blindly followed by the later partnership, as the appellees suggest, we refuse to dictate the accounting procedure to be followed when doing so would nullify an express provision of the partnership agreement.

While we now reverse the decree of the chancellor below, one additional possibility must be examined before allowing Daly to receive his full share of the total undrawn earnings. The appellees have asserted that since Daly, a lawyer, had inspected and signed the 1956 partnership agreement,9 and stood alone to profit by the type of accounting procedure employed, he was in a position to have a true understanding of the significance of this method of accounting. Daly’s insistence on balancing the percentage of undrawn earnings with the percentage of ownership after a partner’s death supports that argument. Furthermore, all accounting procedures for the partnership were subject to Daly’s approval. It is significant that in 1970 when the partnership’s accountant changed the financial statement of the partnership and sought to adopt the accepted accounting practice of labeling the undrawn earnings of the partners as a capital account, Daly objected and refused to allow any distributions to the partners until the old accounting method was again employed.

The Act of March 26, 1915, P. L. 18, §21, 59 P.S. §54, provides that partners owe a fiduciary duty to one another. It states: “Every partner must account to the [474]

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Related

Commonwealth v. Luddy
422 A.2d 601 (Superior Court of Pennsylvania, 1980)
Stoner Estate
73 Pa. D. & C.2d 82 (Lebanon County Court of Common Pleas, 1975)
BOLAND v. Daly
318 A.2d 329 (Supreme Court of Pennsylvania, 1974)

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Bluebook (online)
318 A.2d 329, 455 Pa. 467, 1974 Pa. LEXIS 654, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boland-v-daly-pa-1974.