Brenckle v. Arblaster

466 A.2d 1075, 320 Pa. Super. 87, 1983 Pa. Super. LEXIS 4078
CourtSupreme Court of Pennsylvania
DecidedOctober 7, 1983
Docket715 and 716
StatusPublished
Cited by40 cases

This text of 466 A.2d 1075 (Brenckle v. Arblaster) 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
Brenckle v. Arblaster, 466 A.2d 1075, 320 Pa. Super. 87, 1983 Pa. Super. LEXIS 4078 (Pa. 1983).

Opinion

HOFFMAN, Judge:

Appellants contend that the lower court erred in denying their request for a jury trial in declaratory judgment proceedings used to resolve an estate dispute, and in imposing sanctions of counsel fees, costs, and punitive damages against their respective shares of the estate. These contentions lack merit. Accordingly, we affirm.

The testator executed a will on October 12, 1972 naming his three daughters—appellants Arnetta Andrews and Loretta Hutchins and appellee Nancy Arblaster—as co-executrices and leaving his probate estate to be divided equally among them. In 1977, he married appellee Nancy Brenckle *91 and subsequently executed deeds for his realty naming her as co-tenant by the entireties. He died on July 8, 1979, survived by Nancy Brenckle and the three daughters.

A few weeks later, Nancy Brenckle and the three daughters executed a “Family Agreement” to dispose of the estate. Nancy Brenckle complied with her obligations by preparing to move out of the testator’s residence in anticipation of a flat sum cash payment, but the daughters could not agree upon the division of the realty. On August 31, 1979, the co-executrices advanced Nancy Brenckle part of her share to make a downpayment on a mobile home, but on September 4, Arnetta stopped payment on the check. Because of the continuing disagreement, Nancy Brenckle filed a complaint to quiet title to the estate on December 28, 1979.

The court then appointed Northwest Bank to administer the estate. After a pretrial conference on May 2, 1980, the court ordered the testator’s residence and its 11-acre plot to be listed with Strout Realty for three months at $120,000. Although agreeing at the conference, appellants refused to sign the listing agreement. Upon appellants’ motion, the court modified its order on June 23, 1980 to permit any party to purchase the property free of realtor’s commission before its sale to an outsider, and to create an escrow against Nancy Brenckle’s share of the estate. Appellants then signed, the property was listed, and three months passed with no bids. The lower court then permitted Strout to list the property at market value. Strout obtained a buyer, Haun, offering $98,500, but Haun was prevented from closing when appellants refused to sign the deed. Appellants alleged Haun, whom they knew had already obtained a mortgage commitment from his bank, was financially irresponsible. Strout then obtained another buyer, appellee Barbour, offering $85,000, but Barbour was prevented from closing when appellants refused to sign the deed, alleging that mineral rights were not properly conveyed. Appellants then offered $85,100, but the lower court found this offer in bad faith. The court then ordered, *92 and appellants agreed to and participated in, a sealed-bid procedure on November 26, 1980. Barbour, offering $91,-175, outbid appellants, and the court ordered the deed signed within fourteen days. Appellants refused, contrary to their attorney’s advice, and then when Barbour withdrew his bid after the fourteen days, they petitioned to have the court honor their second-place bid. Nancy Brenckle filed a petition that appellants be held in contempt.

On January 15, 1981, the lower court issued a decree nisi awarding the realty to Barbour, but later recused before resolving exceptions. Meanwhile, Northwest Bank had filed its final accounting of the estate, and Nancy Brenckle petitioned for confirmation. The various parties and participants also filed cross-petitions for costs, fees, and sanctions. On May 3, 1981, Nancy Brenckle petitioned that all matters relating to the action be resolved by declaratory judgment. Appellants petitioned for a jury trial. After the recusal of one judge and the appointment of another, the lower court denied the request for a jury trial. Further petitions were filed, and a bench trial held on November 5-6, 1981. The court issued its decree nisi on March 3, 1982, and its final decree on March 7. The decree vacated the family agreement and all prior court orders and granted Nancy Brenckle the realty as surviving tenant by the entireties and a widow’s share of the probate estate. It approved a stipulated agreement between Nancy Brenckle and the daughter Nancy Arblaster. Upon a finding of fact that appellants had engaged in “blatant, obviant, arbitrary, and vexatious conduct ... designed to frustrate ... a series of court orders,” the court imposed sanctions against appellants, all chargeable to their respective shares of the estate. This appeal followed.

Appellants contend the lower court erred in denying their request for a jury trial. Specifically, they contend that the questions about the family agreement were contractual, and thus assumpsit matters, and that the petitions for costs and sanctions alleged tortious conduct, and thus were in trespass, so as to give rise to a right to a jury trial. *93 These contentions lack merit. The Pennsylvania Constitution provides, “trial by jury shall be as heretofore, and the right thereof shall remain inviolate.” Article I, § 6 (emphasis added). Quiet title actions, however, are traditionally, and thus constitutionally, resolved “by a judge sitting without a jury.” Pa.R.Civ.P. 1067; White v. Young, 409 Pa. 562, 186 A.2d 919 (1963). Similarly, review of an administrator’s account for an estate is within equity jurisdiction, and thus for the court. Schwab v. Miller, 302 Pa. 507, 153 A. 731 (1931). Declaratory judgment procedures afford no independent rights to a jury trial other than those arising from the underlying action. 42 Pa.C.S.A. § 7539; Pa.R. Civ.P. 1602. Here the underlying quiet title and estate action did not require a jury trial. Although the family agreement was contractual, because it affected the real property its validity is a proper subject of the quiet title action. Pa.R.Civ.P. 1601(b). The various petitions for costs and sanctions did not change the nature of the action, but were addressed to the court’s power to administer orderly litigation. Accordingly, the lower court properly denied appellants’ request for a jury trial.

Appellants contend that the lower court erred in requiring them to pay Strout Realty’s commission and Barbour’s costs of bidding for the property. Appellants argue that neither Strout nor Barbour were parties permitted to recover costs and that Strout’s and Barbour’s petitions were an improper means to commence what appellants allege should have been separate actions for damages to be instituted by complaints. These contentions lack merit. The allowance of costs in equity is with the trial court’s sound discretion. Gold & Co. v. Northeast Theater Corp., 281 Pa.Superior Ct. 69, 421 A.2d 1151 (1980). Ordinarily, costs relating to the existence, possession, or disposition of a fund should be borne by the fund. 42 Pa.C.S.A. § 1726(2)(i). However, the court may shift responsibility for costs as a penalty for violation of general rules or rules of court. Id. (3). Here, the court shifted responsibility for the cost of Strout’s commission and Barbour’s bidding from the estate *94 to appellants’ share of the estate.

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Bluebook (online)
466 A.2d 1075, 320 Pa. Super. 87, 1983 Pa. Super. LEXIS 4078, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brenckle-v-arblaster-pa-1983.