Campbell v. Welsh

460 A.2d 76, 54 Md. App. 614, 1983 Md. App. LEXIS 287
CourtCourt of Special Appeals of Maryland
DecidedMay 9, 1983
Docket1271, September Term, 1982
StatusPublished
Cited by20 cases

This text of 460 A.2d 76 (Campbell v. Welsh) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Campbell v. Welsh, 460 A.2d 76, 54 Md. App. 614, 1983 Md. App. LEXIS 287 (Md. Ct. App. 1983).

Opinion

Wilner, J.,

delivered the opinion of the Court.

Mildred Campbell died on July 5, 1980, without a will. Surviving her as her heirs were four of her five children and several children of the one child who had predeceased her. At the time of her death, Mrs. Campbell was the record owner of a 2-1/2 acre tract of land in Howard County known as 9575 Gorman Road.

On November 14, 1980, appellant, one of Mrs. Campbell’s surviving children, filed an equity action in the Circuit Court for Howard County, in which he alleged that "in the year of about 1965,” he and his mother had entered into a "verbal agreement” under which she agreed to sell him a part of her property, as shown in a survey plat attached to the bill of complaint. 1 The agreement, he averred, called for him to pay a purchase price of $2,500 — $1,500 down and the $1,000 balance "from time to time as [his] financial condition ... permitted” — and to do certain renovation work on and about the property. He claimed that he made the down *616 payment, did the renovation work, otherwise improved the property, and had been in exclusive possession of "the subdivided parcel” since the making of the agreement.

"In about the year of 1970,” he continued, his mother, out of gratification, love, and affection, excused him from making any further payments and "promised him that she would make her Will in which she would confirm the sale of the subdivided parcel to [appellant] on the said terms and excuse him from payment of the balance of the purchase price thereof.” Finally, he alleged that Mrs. Campbell did in fact leave such a Will, "but he has been unable to locate the same.”

The bill of complaint named as respondents Mrs. Campbell’s remaining heirs (the other children and grandchildren) and the personal representative of her estate. The relief sought was "[t]he appointment of a trustee to convey the subdivided parcel to [appellant] free and clear of any further liability to pay the balance of said purchase price” and "such other and general relief as to the Court may appear meet and proper in the premises.”

On June 1, 1981, after the respondents had answered the bill of complaint, appellant filed "amendments by interlineation” through which he added an alternative claim for damages. In a new paragraph 15, he averred that:

"In the event [he] does not acquire ownership of said subdivided parcel in this proceeding, then he should be awarded damages against the Defendants in an amount equal to the fair and reasonable value of the improvements made by him in and to both said parcels to avoid the unjust enrichment on the part of the heirs of the estate.. ..”

To secure that right, he asked for a lien on the two parcels "and appointment of a trustee to conduct a sale thereof to satisfy such lien.”

Six weeks later — on July 20, 1981 — appellant filed an amended bill of complaint in which, for the first time, he quantified his claim for the improvements made by him, *617 alleging their value to be $60,297, and added a further claim seeking reimbursement for certain utility bills paid by him. He did not specify the amount of these bills.

Ultimately, after some additional exchanges of pleadings, the case proceeded upon appellant’s second amended bill of complaint, in which he continued to seek (1) specific performance of his oral agreement — that the personal representative or a trustee be directed to convey the parcel to him, and (2) in the alternative, a money judgment for the value of the improvements made by him (which was revised to $56,700) plus the utility payments (to which no value was yet assigned).

The case was resolved in two stages. On June 2,1982, the court entered summary judgment against appellant on his claim for monetary damages and, on July 28, 1982, after trial, the court denied appellant’s request for specific performance. This appeal challenges both of those rulings. 2

(1) Specific Performance

Appellant’s principal claim, for specific performance, was rejected by reasor of the Statute of Frauds. Md. Code Ann. Real Property art., § 5-104 provides:

"No action may be brought on any contract for the sale or disposition of land or of any interest in or concerning land unless the contract on which the action is brought, or some memorandum or note of it, is in writing and signed by the party to be charged or some other person lawfully authorized by him.”

*618 Appellant acknowledges that the contract upon which he sues was a verbal one. It was never reduced to writing and there is no evidence of any written memorandum or note of it signed by Mrs. Campbell. Undaunted by this seemingly fatal lapse, appellant argues that (1) he is entitled to have a constructive trust declared upon the land, and (2) by reason of his partial performance of the contract, the bar of the statute does not apply.

Appellant’s theory of constructive trust appears to be based upon a passage from Berens v. Wortman, 250 Md. 343 (1968). At page 348, the Court stated that

"agreements to purchase land can be enforced in spite of the absence of a writing or memorandum sufficient to satisfy the Statute of Frauds where the circumstances require that equity impose a constructive trust, and these circumstances can exist when the parties stand in a confidential relationship.”

We have no quarrel with that principle, as so stated. It clearly is the law in Maryland. The problem, for appellant, is that the record before us fails to demonstrate any circumstance calling for the imposition of such a trust. His assertion that he "was accustomed to be guided by his Mother’s ... judgment and had the fullest confidence that she would act in his interest only,” which forms the sole basis of his claim, falls woefully short of what is needed to cast aside the Statute of Frauds and impress upon the land a constructive trust. Compare O’Connor v. Estevez, 182 Md. 541 (1943) and Dove v. White, 211 Md. 228 (1956), where such trusts were imposed.

With respect to appellant’s defense of part performance, the evidence showed that, at some point in 1965, appellant and his family moved onto the disputed part of his mother’s property. At that time, according to him, his mother agreed to sell him that part for $2,500, of which $1,500 was to be paid then and the balance when and as he could afford it. There is no written evidence of the contract or the $1,500 *619 payment; nor, aside from appellant, were there any witnesses to either event. No check, no receipt, no bank records — nothing, aside from some hearsay testimony from appellant’s wife and daughter was offered to show the actual transfer of the $1,500.

After moving onto the property, appellant built a storage shed and a "shop,” which he used in his construction business.

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Bluebook (online)
460 A.2d 76, 54 Md. App. 614, 1983 Md. App. LEXIS 287, Counsel Stack Legal Research, https://law.counselstack.com/opinion/campbell-v-welsh-mdctspecapp-1983.