Donovan v. Kirchner

641 A.2d 961, 100 Md. App. 409, 1994 Md. App. LEXIS 84
CourtCourt of Special Appeals of Maryland
DecidedJune 2, 1994
Docket1033, September Term, 1993
StatusPublished
Cited by7 cases

This text of 641 A.2d 961 (Donovan v. Kirchner) 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
Donovan v. Kirchner, 641 A.2d 961, 100 Md. App. 409, 1994 Md. App. LEXIS 84 (Md. Ct. App. 1994).

Opinion

WENNER, Judge.

We are here presented with a dispute over title to real property, resulting from the interlineation of the name of a second grantee in a deed, after the grantor had executed the deed and placed it in escrow. The name of the second grantee was achieved by interlineation at the request of the original grantee, but without the grantor’s consent. The added grantee has died, and an interest in the condominium has been claimed by the heirs of the added grantee. Their claim is disputed by the initial grantee, who intended, by adding the second grantee’s name, to create a joint tenancy with a right of survivorship. The Circuit Court for Worcester County granted summary judgment in favor of the initial grantee, declaring that the second grantee’s heirs “have no legal interest” in the property. Not surprisingly, this appeal followed.

FACTS

In April 1983, appellee, Joseph W. Kirchner (Kirchner), entered into a contract with John A. Cummings (Cummings), agreeing to purchase Unit T-1706, Carousel Center Condominium, Ocean City, Maryland (the condominium). Kirchner made a deposit of earnest money and procured a commitment for financing from Second National Building and Loan (SNBL).

*414 Unable to attend the scheduled settlement, Cummings met with the settlement officer, Myra A. Crowe (Crowe), an employee of South Atlantic Title Company (South Atlantic), on the morning of settlement and signed the deed of conveyance and the settlement sheet. Having done so, Cummings left these items with Crowe. The executed deed named Kirchner as the sole grantee.

Kirchner was accompanied to settlement by Stella C. Donovan (Mrs. Donovan). Kirchner reviewed and signed the settlement documents presented by Crowe, including a purchase money deed of trust in favor of SNBL. All of the documents named Kirchner as the sole purchaser and borrower. Kirchner then gave Crowe-a check covering the remaining balance of the purchase price and settlement costs.

Near the end of settlement, Kirchner asked that Mrs. Donovan’s name be added to the deed as a joint tenant, so that title to the condominium would pass to the survivor upon the death of either. Crowe obtained SNBL’s approval, and was told by SNBL that Mrs. Donovan’s name need not be added to the deed of trust. Crowe did not seek Cummings’s approval of adding Mrs. Donovan’s name to the deed.

As recorded, the deed reflected that Cummings had conveyed the condominium to “Joseph W. Kirchner and Stella C. Donovan, Joint Tenants parties of the second part, their heirs and assigns in fee simple forever.” It is obvious from looking at a copy of the deed that Mrs. Donovan’s name was added after the deed was first prepared, because the type is different and darker than all other typed portions of the document. It is also obvious from a look at the original deed that in two places the clause “party of the second part” was changed to “parties of the second part,” and in another place the clause “his heirs and assigns” was changed to “their heirs and assigns,” by using “white-out” over the original language and typing over the “white-out.”

Mrs. Donovan died on August 25, 1986, in an automobile accident. Her will named her children, appellants, John T. Donovan and Patresa C. Barnhart, as personal representatives *415 and sole residuary legatees. An Information Report was tiled by appellants with the Register of Wills for Anne Arundel County, indicating that the condominium was held by Kirchner and Mrs. Donovan as joint tenants, and Kirchner paid inheritance taxes on one-half of its equity.

When Kirchner contracted to sell the condominium in 1992, the attorney handling settlement asked appellants to sign some paperwork, appellants refused to do so, and claimed a one half-interest in the condominium. In response, Kirchner filed a Complaint for Declaratory and Equitable Relief.

Appellants’ claim that the interlineation of Mrs. Donovan’s name in the deed created a joint tenancy with Kirchner. They then assert that Kirchner’s execution of the deed of trust in favor of SNBL severed the joint tenancy, creating a tenancy in common. Thus, appellants contend that Mrs. Donovan’s interest in the condominium, although not specifically mentioned in her will, passed to appellants upon Mrs. Donovan’s death, rather than to Kirchner.

In his complaint for declaratory relief, Kirchner asserted that appellants possess no interest in the condominium because the addition of Mrs. Donovan’s name to the deed was a nullity, leaving him the sole owner of the condominium. Kirchner alternatively asserted in his complaint that he executed SNBL’s deed of trust before adding Mrs. Donovan’s name to the deed. Thus, if a joint tenancy was created, it was created after encumbering the condominium and the joint tenancy was therefore not severed, leaving Kirchner as surviving joint tenant. As a final alternative, Kirchner’s complaint asserted that, if appellants’ interpretation of the transaction was correct, severance of the joint tenancy was contrary to the express intentions of all of the parties, unjustly enriching Mrs. Donovan’s estate and appellants. Consequently, Kirchner sought the imposition of a trust upon appellants’ purported interest in the condominium and that appellants be ordered to convey their interest to him.

Both Kirchner and appellants moved for summary judgment. In support of his Motion for Summary Judgment, *416 Kirchner provided affidavits from himself and from Crowe, attesting to the events that occurred at settlement. Following a hearing, the trial court accepted Kirchner’s assertion that he had executed SNBL’s deed of trust before adding Mrs. Donovan’s name to the deed from Cummings, creating a joint tenancy after encumbering the condominium, and declared Kirchner to be “the sole surviving joint tenant,” saying:

Well, I certainly think- that there is an irregularity here where all the documents beforehand are prepared from Mr. Cummings to Mr. Kirchner. The only document that includes Miss [sic] Donovan’s name is the deed. From the affidavits, I feel comfortable in saying that the settlement had been completed, that the deed had been executed, the deed of trust had been executed, the money had been delivered at the time that the deed was then altered to include Miss Donovan’s name. And it’s clear to me the intention of that act was to create a joint tenancy. And I think the equitable relief certainly should be done in this particular case. For that, I don’t find that the unities were destroyed because, in fact, Miss Donovan’s name was added after the deed of trust and settlement had been completed.

ISSUES

When reviewing a grant of summary judgment, we are obligated to determine whether the trial court was legally correct in granting summary judgment. Southland Corp. v. Griffith 332 Md. 704, 712, 633 A.2d 84 (1993). Nevertheless, appellants urge us to bifurcate our review of the trial court’s grant of summary judgment.

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Bluebook (online)
641 A.2d 961, 100 Md. App. 409, 1994 Md. App. LEXIS 84, Counsel Stack Legal Research, https://law.counselstack.com/opinion/donovan-v-kirchner-mdctspecapp-1994.