J-A17016-22
NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37
JOSEPH FRANCESKI AND : IN THE SUPERIOR COURT OF BERNADETTE FRANCESKI, : PENNSYLVANIA ADMINISTRATRIX OF THE ESTATE OF : MICHAEL FRANCESKI : : : v. : : : No. 1667 EDA 2021 LINDE CORPORATION AND RAIL- : TRAIL COUNCIL OF NORTHEASTERN : PENNSYLVANIA, INC. :
Appeal from the Judgment Entered December 9, 2021 In the Court of Common Pleas of Wayne County Civil Division at No(s): 71-Civil-2019
BEFORE: PANELLA, P.J., NICHOLS, J., and COLINS, J.*
MEMORANDUM BY NICHOLS, J.: FILED DECEMBER 13, 2022
Appellant Linde Corporation1 appeals from the judgment2 entered in this ____________________________________________
* Retired Senior Judge assigned to the Superior Court.
1 Appellant conveyed an easement to Rail-Trail Council, which maintains a rail trail on the disputed property. Rail-Trail Council has filed a separate appeal, which has been docketed at 1681 EDA 2021.
On December 3, 2021, Rail-Trail Council filed an unopposed motion to consolidate both cases. On December 10, 2021, this Court issued an order denying Rail-Trail Council’s motion without prejudice and explaining that, if the appeals were consolidated, Appellant and Rail-Trail Council would be limited to filing one consolidated brief. Appellant and Rail-Trail Council subsequently elected to file separate briefs and neither party renewed the motion for consolidation.
2 Appellant filed its notice of appeal on August 17, 2021, after the trial court issued an amended verdict and order following the hearing on the parties’ post-trial motions. Generally, an appeal to this Court properly lies from the (Footnote Continued Next Page) J-A17016-22
quiet title action filed by Joseph Franceski and Bernadette Franceski,
Administratrix of the Estate of Michael Franceski (Appellees). Appellant
argues that the trial court erred in failing to dismiss Appellees’ quiet title action
and concluding that Appellant had an easement in the disputed property,
rather than a fee simple interest. For the reasons that follow, we reverse the
judgment, vacate the trial court’s order, and remand with instructions.
The underlying facts of this matter are well known to the parties. See
Am. Trial Ct. Op., 7/21/21, at 2-5. Briefly, Appellees own a 293-acre parcel
of undeveloped land in Wayne County. The disputed property is a 12.8-acre
parcel of land, referred to by the parties as a “railroad right-of-way,” which is
located within the boundaries of Appellees’ property. The primary issue in this
case is whether the 1890 origination deed conveyed a fee simple interest in
the disputed property to OCS Railroad Company, in which case the disputed
property belongs to Appellant as successor-in-title. However, if the 1890 deed
granted OCS Railroad Company an easement, and Appellant subsequently
abandoned the easement, then the disputed property belongs to Appellees.
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entry of judgment, not from the order disposing of post-trial motions. Mackall v. Fleegle, 801 A.2d 577, 580 (Pa. Super. 2002). Nevertheless, a final judgment entered during the pendency of an appeal is sufficient to perfect appellate jurisdiction. Drum v. Shaull Equipment and Supply Co., 787 A.2d 1050, 1052 n.1 (Pa. Super. 2001). Because the trial court subsequently entered final judgment on December 9, 2021, Appellant’s notice of appeal relates forward to that date. See Pa.R.A.P. 905(a)(5) (providing that a notice of appeal filed after a court’s determination, but before the entry of an appealable order, shall be treated as filed after such entry and on the day thereof). Therefore, there is no jurisdictional impediment to our review, and we have amended the caption accordingly.
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In 2019, Appellees filed an action to quiet title against Appellant and
Rail-Trail Council. See Compl., 2/21/19, at 1-7. Therein, Appellees alleged
that although the 1890 deed conveyed a property interest to Appellant’s
predecessor in title, it was “only a right-of-way,” as Appellees retained
“interest in the surface area below” the disputed property. Id. at 5.
Therefore, Appellees sought to (1) confirm that Appellees were the owners of
the disputed property; (2) confirm Appellees’ ownership interest in the
disputed property by compelling Appellant and Rail-Trail Council to commence
an action in ejectment; and (3) compel Appellant and Rail-Trail Council to
admit the validity or invalidity of Appellees’ claim of ownership interest in the
disputed property. Id. at 6.
Appellant filed an answer and new matter in response. See Ans. and
New Matter, 4/25/19, at 1-16. Therein, Appellant asserted that it was “in
possession of the disputed property, together with [] Rail-Trail, which [had
been] granted an easement by [Appellant] to maintain a rail trail.” Id. at 6.
Further, Appellant argued that the disputed property “remained vested in fee
in the OCS Railway Company and its successors and assigns since 1890.” Id.
The matter proceeded to a non-jury trial on November 23, 2020. At
trial, Appellees introduced a copy of an 1891 deed, which referred to the
interest conveyed in the 1890 deed as an easement. Both parties presented
testimony from lay witnesses and expert witnesses in support of their
respective positions.
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At the conclusion of trial, the parties filed proposed findings of fact and
conclusions of law. Appellant reiterated that (1) Appellees were not in
possession of the disputed land; (2) the 1890 deed clearly conveyed a fee
simple interest to Appellant’s predecessor in title; and (3) because Appellant
owned the disputed property in fee simple, Appellees had no ownership
interest.
On April 28, 2021, the trial court issued an opinion and verdict in favor
of Appellees. See Trial Ct. Op., 4/28/21, at 1-13. Therein, the trial court
explained that the 1891 deed provided “the necessary background in order to
demonstrate the grantor’s intent” with respect to the 1890 conveyance of the
disputed parcel. Id. at 10. After considering the language in both deeds, the
trial court concluded that the 1890 deed conveyed an easement to Appellant’s
predecessor in title, that the easement was abandoned after the rails and
superstructure were removed, and that, as a result, the encumbrance on the
property was removed and extinguished. Id. at 11-12.
Appellant and Rail-Trail Council filed a joint post-trial motion in which
they claimed, among other things, that the trial court erred in ruling on
Appellees’ action to quiet title despite the fact that Appellees failed to establish
possession. See Post-Trial Mot., 5/7/21, at 3. In response, the trial court
issued an amended opinion and verdict. Therein, the trial court explained that
although Appellees did not establish actual possession, they were entitled to
relief because they established a right to immediate possession. Am. Trial Ct.
Op., 7/21/21, at 11. The trial court also noted that the 1890 deed was
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ambiguous and that, therefore, it was necessary to consider the language in
the 1891 deed. Id. at 13. Ultimately, the trial court reached the same
conclusions regarding the rights conveyed by the 1890 deed. Id.
Appellant filed a timely notice of appeal. The trial court did not order
Appellant to file a Pa.R.A.P 1925(b) statement and did not file a Rule 1925(a)
opinion.
On appeal, Appellant raises the following issues, which we have
reordered as follows:
1. Did the trial court err as a matter of law in failing to dismiss [Appellees’] quiet title action and require [Appellees] to proceed with an action in ejectment when the trial court concluded that [Appellees] were not in possession of the railroad right-of-way and a plaintiff must be in possession of the real property in controversy in order to proceed with a quiet title action?
2. Did the trial court err as a matter of law in relying upon a later 1891 deed in determining the nature of the interest conveyed by an 1890 deed and in concluding that the exception clause in the 1891 deed indicates that the interest conveyed by the 1890 deed is merely an easement when the 1890 deed is not ambiguous and the 1891 deed could not retroactively limit the fee interest conveyed by the 1890 deed?
3. Did the trial court err as a matter of law in interpreting an 1890 deed as granting the railroad company merely an easement over a railroad right-of-way and not a fee simple interest when the 1890 deed contains a granting clause that uses the words “grant, bargain, sell, and convey” in the present tense, contains a general warranty clause, a habendum clause, and a tenendum clause, does not limit the railroad company’s rights to constructing and operating a railroad, does not contain any language releasing the railroad company from liability, and excepts and reserves for the grantor the coal and right to mine it as though the grantor remained the owner in fee simple?
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Appellant’s Brief at 4-5 (some formatting altered).
Dismissal of Quiet Title Action
In its first issue, Appellant argues that the trial court erred by granting
Appellees relief on a quiet title action despite Appellees’ failure to establish
that they had actual possession of the right-of-way. Id. at 36. Appellant
contends “because [Appellant and Rail-Trail Council] were in undisputed
physical possession of the [right-of-way], the correct procedure was for
[Appellees] to seek ejectment and not quiet title.” Id. at 37. Accordingly,
Appellant asserts that the court should have dismissed Appellees’ complaint
and required Appellees to proceed with an action in ejectment. Id.
Appellees concede that they did not have possession of the right-of-way
at the time they filed the action to quiet title. Appellees’ Brief at 18. However,
Appellees claim that they are nonetheless entitled to pursue a quiet title action
under Pa.R.Civ.P. 1061(b)(2). Id. at 19.
In reviewing Appellant’s claim, we are guided by the following principles:
When reviewing an equitable decision, like a quiet-title action, our scope and standard of review are deferential. As this Court has explained, we will reverse only where the trial court was palpably erroneous, misapplied the law, or committed a manifest abuse of discretion. Where there are any apparently reasonable grounds for the trial court’s decision, we must affirm it. Moreover, the function of this Court on an appeal from an adjudication in equity is not to substitute our view for that of the lower tribunal; [we are] to determine whether a judicial mind, on due consideration of all the evidence, as a whole, could reasonably have reached the conclusion of that tribunal . . . . when reviewing the results of a non-jury trial, we are bound by the trial court’s findings of fact, unless those findings are not based on competent evidence.
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Calisto v. Rodgers, 271 A.3d 877, 881 (Pa. Super. 2022) (en banc) (citation
and footnote omitted, formatting altered).
An action to quiet title may be brought either to compel an adverse party
to commence an action of ejectment, or, where an action of ejectment will not
lie, to determine the interest in a title in the land. See Pa.R.C.P. 1061(b)(1)-
(2).
Ordinarily, the plaintiff in an action to quiet title must be in possession of the land in controversy; if he is out of possession, his sole remedy is an action in ejectment. An action to quiet title may be brought only where an action in ejectment will not lie. Ejectment, being a possessory action, can be maintained if the plaintiff has a right to immediate possession with the concomitant right to demand that the defendant vacate the land.
Plauchak v. Boling, 653 A.2d 671, 674 (Pa. Super. 1995) (citations omitted
and emphasis added).
“Ejectment is an action filed by a plaintiff who does not possess the land
but has the right to possess it, against a defendant who has actual
possession.” Billig v. Skvarla, 853 A.2d 1042, 1049 (Pa. Super. 2004)
(citations omitted). “The purpose of an ejectment action as opposed to quiet
title is not to determine the relative and respective rights of all potential title
holders, but rather the immediate rights between plaintiff and defendant
involved in that particular litigation.” Id. at 1049-50 (citations omitted). “The
crux of an ejectment action, therefore, rests with the plaintiffs’ ability to
identify, by a preponderance of the evidence, the boundaries of a parcel of
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land to which they are out of possession but for which they maintain
paramount title.” Id. at 1050-51 (citations omitted).
This Court has explained that “[p]ermitting an out-of-possession
plaintiff to maintain an action to quiet title is impermissible because it
constitutes an enlargement of the plaintiff’s substantive rights as defined by
statute, and thus exceeds the court’s jurisdiction to proceed.” Plauchak, 653
A.2d at 674 (citation omitted). However, while it is procedurally improper for
an out-of-possession plaintiff to commence an action to quiet title, this Court
has stated that “[e]ven where a plaintiff mistakenly institutes an action to
quiet title instead of an action in ejectment, the appropriate remedy is to
permit the plaintiff to amend his or her pleadings to conform to the proper
action.” Id. (citation omitted); see also Moore v. Duran, 687 A.2d 822, 827
(Pa. Super. 1996) (stating that “[t]his Court has previously determined that,
even on appeal, we may amend the pleadings when necessary to conform to
the proper form of action as established by the evidence” (citations omitted));
Sutton v. Miller, 592 A.2d 83, 88–89 (Pa. Super. 1991) (holding that
although the trial court erred in failing to dismiss a quiet title action filed by
an out-of-possession plaintiff, the error was not fatal to the claim because this
Court may amend the pleadings to include an action in ejectment sua sponte).
Here, because Appellees did not have actual possession of the disputed
land, their sole remedy was an action in ejectment. See Plauchak, 653 A.2d
at 674. As such, the trial court should have directed Appellees to amend the
complaint accordingly. See id.; Sutton, 592 A.2d at 88–89. In any event,
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Appellees’ failure to use the appropriate form of action is not fatal. See
Sutton, 592 A.2d at 88–89. Therefore, rather than reversing the trial court’s
order, we will consider the claims of the parties solely in the context of an
action in ejectment. See id.; see also Moore, 687 A.2d at 827.
Interpretation of the 1890 Deed
Appellant argues that the trial court erred in relying on the 1891 deed
to determine the nature of the interest conveyed by the 1890 deed.
Appellant’s Brief at 54. In support, Appellant contends that the “1890 deed
clearly and unambiguously grants and conveys an interest ‘in fee’” for the
railroad right-of-way. Id. Further, Appellant argues that although the trial
court implied that the 1890 deed was ambiguous in its amended opinion, the
court “failed to make any findings of fact regarding the alleged ambiguity, nor
did the court “specify what language [it found] ambiguous.” Id. at 30.
Therefore, Appellant concludes that the trial court “should not have resorted
to an examination of any evidence beyond the four corners of the deed in
determining the intent of the parties.” Id. at 54.
Appellees respond that the trial court found that the 1890 deed was
ambiguous because (1) it did not use terms such as “in fee, easement, and/or
right-of-way;” and (2) it conveyed “an interest in only the ‘surface’ of the
[disputed] property.” Appellees’ Brief at 19-20. Therefore, Appellees
conclude that the trial court properly relied on the 1891 deed to determine
the grantor’s intent. Id. at 23.
When interpreting a deed, this Court has explained:
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[A] court’s primary object must be to ascertain and effectuate what the parties themselves intended. The traditional rules of construction to determine that intention involve the following principles. First, the nature and quantity of the interest conveyed must be ascertained from the deed itself and cannot be orally shown in the absence of fraud, accident or mistake. We seek to ascertain not what the parties may have intended by the language but what is the meaning of the words they used. Effect must be given to all the language of the instrument, and no part shall be rejected if it can be given a meaning. If a doubt arises concerning the interpretation of the instrument, it will be resolved against the party who prepared it. . . . To ascertain the intention of the parties, the language of a deed should be interpreted in the light of the subject matter, the apparent object or purpose of the parties and the conditions existing when it was executed. . . .
In the absence of fraud, accident or mistake, the nature and quantity of the real estate interest conveyed must be ascertained from the deed itself and cannot be shown by parol. When the language of the deed is clear and free from ambiguity, the intent of the parties must be determined from the language of the deed. With respect to unambiguous deeds, a court must ascertain what is the meaning of the words used, not what may have been intended by the parties as shown by parol.
Wright v. Misty Mt. Farm, LLC, 125 A.3d 814, 818-19 (Pa. Super. 2015)
(citations omitted).
“Whether an ambiguity exists is a question of law subject to plenary
review. However, resolution of conflicting parol evidence relevant to what the
parties intended by an ambiguous provision is for the trier of fact.” PARC
Holdings, Inc. v. Killian, 785 A.2d 106, 112 (Pa. Super. 2001) (citations
omitted).
The terms of the instrument conveying the interest are interpreted by applying general principles of contract law. Clear contractual terms that are capable of one reasonable interpretation must be given effect without reference to matters outside the contract. Where a term is ambiguous and susceptible of more than one
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reasonable interpretation, however, the court is free to receive extrinsic, i.e., “parol evidence,” to resolve the ambiguity. A contract will be found ambiguous: if, and only if, it is reasonably or fairly susceptible of different constructions and is capable of being understood in more senses than one and is obscure in meaning through indefiniteness of expression or has a double meaning. A contract is not ambiguous if the court can determine its meaning without any guide other than a knowledge of the simple facts on which, from the nature of the language in general, its meaning depends; and a contract is not rendered ambiguous by the mere fact that the parties do not agree on the proper construction. Ambiguity within a contract may be latent or patent. A patent ambiguity appears on the face of the contract and is a result of defective or obscure language. Although Pennsylvania law provides that “parol evidence” may not be introduced unless the language of the written agreement is ambiguous on its face, extrinsic facts and circumstances may be proved to show that language apparently clear and unambiguous on its face is, in fact, latently ambiguous.
Baney v. Eoute, 784 A.2d 132, 136 (Pa. Super. 2001) (citations and some
quotation marks omitted, emphasis added); see also Metzger v. Clifford
Realty Corp., 476 A.2d 1, 5 n.2 (Pa. Super. 1984) (stating that the latent
ambiguity “exception to the general rule against parol evidence is expectably
limited” and usually arises when “a writing refers to a particular person or
thing and is thus apparently clear on its face, but upon application to external
objects is found to fit two or more of them equally” (citations omitted));
Wysinski v. Mazzotta, 472 A.2d 680, 683 (Pa. Super. 1984) (explaining that
“[t]here can be no latent ambiguity where, as here, there was land owned by
the grantor which satisfied the description contained in the deed of
conveyance”).
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Here, the granting clause of the origination deed states, in relevant part,
as follows:
This indenture, made the twenty-fifth day of March in the year of our Lord one thousand eight hundred and ninety between the president, managers, and company of the Delaware and Hudson Canal Company, party of the first part and the Ontario Carbondale and Scranton Railway Company, party of the second part. Witnesseth, that the said party of the first part, as well for and in consideration of the fulfillment of the covenants and agreements hereinafter mentioned to be kept and performed by and on the part of the said party of the second part, as for and in consideration of the sum of Twenty-eight Thousand Six Hundred and Eighty-eight ($28,688.00) Dollars, lawful money of the United States of America, unto the said party of the first part will and truly paid by the said party of the second part, the receipt of which is hereby acknowledged, have granted, bargained, sold and conveyed and by these presents do grant, bargain, sell and convey unto the said party of the second part, its successors and assigns, the surface or right of soil of the following pieces or parcels of land, bounded and described as follows . . . .
Deed at DB 87, P 452, with the Recorder of Deeds of Wayne County (1890
Deed).
The deed also includes the following language which pertains solely to
the disputed parcel:
Another of them[3] being the moiety or undivided one-half interest (being the interest of the party of the first part) in the surface of all that certain, piece or parcel of land situate partly in the Township of Clinton, County of Wayne and State of Pennsylvania and partly in the Township of Clifford, County of
3 As mentioned previously, the right-of-way at issue in this case was one of twenty conveyances made in the 1890 deed. The remaining nineteen conveyances are not at issue in this case.
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Susquehanna and State of Pennsylvania . . . .[4] Being part of a tract of land, an undivided one-half interest in which Anna M. Olyphant by deed dated 28th May A.D. 1874, recorded in the office for the recording of deeds [] in and for Wayne county . . . conveyed to the president, mangers, and company of the Delaware and Hudson Canal Company in fee, as by reference thereto will more fully appear.
Id. at 463-65 (emphases added).
Finally, the deed the contains a clause reserving “all the coal and other
mineral” rights to the grantor, which states:
And the said party of the first part hereby except and reserve to themselves their successors and assigns, all the coal and other minerals under, in or upon each and every of the above described parcels of land, together with the unrestricted right and privilege of mining and removing the same, or any part thereof, and of making, driving, using an occupying tunnels, passages and weighs under the surface of said lands, for the purpose of mining and removing any coal or other minerals upon or from said lands, or whom or from any lands adjoining or convenient there to at their discretion as fully and entirely as if the said party of the first part their successors or assigns remained the owners in fee simple of said surface or right of soil.
Id. at 467 (emphasis added).
As noted previously, the trial court concluded that the 1890 deed was
ambiguous and that, therefore, it was necessary to consider the language in
the 1891 deed. Am. Trial Ct. Op., 7/21/21, at 13.
Following our review of the record, we find no basis to conclude that the
language in the 1890 deed was ambiguous. See PARC Holdings, Inc., 785
4 The conveyance also includes a lengthy description of the property’s boundaries and geographical location. However, because the parties do not dispute the description of the property, we need not restate it here.
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A.2d at 112. The granting clause clearly states the grantor’s intent to convey
the surface and soil rights for twenty parcels of land to the grantee. See Deed
at DB 87, P 452. With respect to the disputed property, the deed states that
the grantor acquired the parcel from its predecessor in title in fee, and that
it was the grantor’s intent to convey its ownership interest for that parcel to
the grantee. See id. at 463-65. Finally, the grantor included a provision
reserving its sub-surface rights to the property “as if the [grantor] remained
the owners in fee simple of said surface or right of soil.” Id. at 467 (emphasis
added).
Under these circumstances, we conclude that the 1890 deed is not
ambiguous,5 and that the trial court erred as a matter of law in considering
parol evidence when interpreting the 1890 deed. See Wright, 125 A.3d at
818-19; PARC Holdings, Inc., 785 A.2d at 112. Accordingly, we will confine
our review of Appellant’s remaining claims to the express language of the
1890 deed.
5 We note that, even if the 1890 deed referred to the disputed property as a “railroad right-of-way,” it would not have affected our conclusion. As our Supreme Court noted in Brookbank, “[t]he interest acquired by a railroad was unknown to the common law. This comparatively new interest in land is without a technical legal name. Some of the early cases refer to it as an easement, while later cases call it a base or conditional fee[.]” Brookbank v. Benedum-Trees Oil Co., 131 A.2d 103, 111 n.23 (Pa. 1957) (citations omitted). As such, “the vital thing . . . is not the name given to the estate acquired by the railroad company,” but “the rights acquired . . . .” Id. (citation omitted).
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Appellant’s Ownership Interest
Appellant argues that the trial court erred by “interpreting the 1890
deed as granting the railroad company merely an easement over the railroad
right-of-way and not a fee simple interest.” Appellant’s Brief at 38. In
support, Appellant argues that (1) “the parties themselves referred to the
interest conveyed as being a fee simple interest[,] and included words like
‘successors and assigns’ and ‘forever’ [which] clearly indicate the parties
intent to convey a fee simple interest;” (2) “the Brookbank factors clearly
indicate that the interest conveyed was a fee simple interest and not merely
an easement;” (3) the description of the property as a “right-of-way” does not
appear in the 1890 deed and could refer equally to both an easement and a
fee interest; (4) the trial court erred in interpreting the term “surface” as
granting an easement; (5) the trial court erred in concluding that the words
“in fee” did not appear in the 1890 deed because the description for the right-
of-way states that the grantor received it “in fee.” Id. at 39, 41, 48, 50, 52.
A fee simple interest in land endures until the current holder dies without
heirs. See, e.g., Herr v. Herr, 57 A.2d 1280, 1285 (Pa. Super. 2008).
“Pennsylvania law recognizes three discrete estates in land: the surface
estate, the mineral estate, and the right to subjacent (surface) support.
Because these estates are severable, different owners may hold title to
separate and distinct estates in the same land.” Consolidation Coal Co. v.
White, 875 A.2d 318, 326 (Pa. Super. 2005) (citations omitted).
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In contrast, an easement is “a right in the owner of one parcel of land
by reason of such ownership to use the land of another for a special purpose
not inconsistent with a general property in the owner.” Clements v. Sannuti,
51 A.2d 697, 698 (Pa. 1947) (citations omitted, formatting altered).
In Brookbank, our Supreme Court addressed a property owner’s claim
that the “railroad company had simply a ‘right of way’ across his land for
railroad purposes and, upon the cessation of its use for railroad purposes . . .
the land within the ‘right of way’ reverted to him as the present owner of the
fee.” Brookbank, 131 A.2d at 105-06 (footnote omitted). Initially, the
Brookbank Court explained that “[a]n examination of [the] agreement in its
entirety, including all its language,” was required to determine whether the
parties intended to convey a fee or an easement. Id. at 111. The Court then
identified several factors that may clarify the nature of the property conveyed:
(1) the amount of consideration paid;6 (2) the operative words of conveyance
and whether they are past or present tense; (3) whether the deed references
a strip, parcel, or tract of land, as opposed to a right to use the land; (4) the ____________________________________________
6 The Brookbank Court stated that “in the absence of any evidence as to value” of the land at issue, “a finding that the consideration was inadequate for conveyance of a fee simple title would be based on conjecture and surmise.” Brookbank, 131 A.2d at 108. Therefore, the Court concluded that the amount of consideration was “not reflective of the parties’ intent” under the circumstances of that case. Id.
In the instant matter, the amount of consideration paid for the disputed property is unclear, as it was only one of twenty parcels conveyed in the 1890 deed for a total sum of $28,688.00. Therefore, like the Court in Brookbank, we conclude that the amount of consideration is not a deciding factor when determining the parties’ intent in the instant case.
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inclusion or omission of habendum,7 tenendum,8 and/or warranty clauses; and
(5) the rights given or retained. Id. at 108-11.
With respect to the words of conveyance, the Brookbank Court noted
that words “used in the past tense, do not, standing alone, compel an
interpretation that a fee was intended to be conveyed,” and that, although
present-tense language may convey a fee simple interest, those terms must
be read in the context of the agreement as a whole. Id. at 109.
Regarding the description of the property conveyed, the Brookbank
Court explained:
It is true that in other jurisdictions a judicial ‘yardstick’ has been established by the application of which conveyances to railroads granting or conveying a strip, parcel or tract of land are held to pass a fee simple title whereas conveyances which grant or convey a ‘right’ are held to pass only a limited estate.
Id. “However, this ‘yardstick’ is only applied in the absence of additional
language cutting down or limiting, directly or indirectly, the estate conveyed,
and is only applicable in this case as one of the factors to be considered in
7 This Court has explained that “a habendum clause is the part of a deed that defines the extent of the interest being granted and any conditions affecting the grant.” Herr, 957 A.2d at 1286 (citations omitted and some formatting altered).
8“The tenendum clause is the clause wherein the tenure of the land is defined and limited.” Newman & Co., Inc. v. City of Phila., 249 A.3d 1240, 1248 n.13 (Pa. Cmwlth. 2021). While we acknowledge that Commonwealth Court decisions are not binding upon this Court, we may refer to them for instructive purposes. See Cunningham v. Cunningham, 182 A.3d 464, 471 n.1 (Pa. Super. 2018).
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attempting to determine the parties’ intent.” Id. (footnote and emphasis
Concerning the omission of habendum, tenendum, and warranty
clauses, the Brookbank Court stated: “It seems inconceivable that the
railroad would have omitted these clauses from an instrument of conveyance”
if they intended to receive a fee simple estate. Id. at 110.
Finally, the Brookbank Court noted that the deed conferred certain
rights on the grantee, such as “the right of entry, the right to use, construct,
maintain and operate a railroad, the right to use earth, stones and gravel to
grade and fill the roadbed[,]” all of which were “rights which naturally and
lawfully arise from ownership of land in fee simple. If the parties intended the
railroad to receive a fee in this land, this language would give it those rights
which it already had.” Id. (footnote omitted). Therefore, the Court stated
that “[t]he only rational conclusion from this language is that the parties did
not intend to vest in the railroad any interest in fee simple; any other
construction does violence to the expressed grant of these rights to the
railroad.” Id.
Here, in contrast to the facts in Brookbank, the words “grant, bargain,
sell and convey” are used in both the past and present tense in the 1890 deed,
which refers to the grantor’s rights and the rights being conveyed to the
grantee. See Deed at DB 87, P 462 (stating that the grantor “has granted,
bargained, sold and conveyed and by these presents do grant, bargain, sell
and convey its successors and assigns, the surface or right of soil of the
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following pieces or parcels of land, bounded and described as follows . . .”).
Further, the deed conveyed a specific parcel of land to the grantee, as opposed
to certain usage rights. See id.
The 1890 deed also contains a warranty clause, a habendum clause, and
a tenendum clause. The warranty clause states:
[The grantor], for themselves and their successors, do covenant, promise and agree to and with the [the grantee], its successors and assigns, . . . in the quiet and peaceable possession of [the grantee], its successors and assigns, against all and every person and persons whomsoever lawfully claiming or to claim the same, by, from, through or under them, they shall and will warrant by these presents forever defend.
Id. at 469.
The tenendum and habendum clauses state:
Together with all and singular the tenements, hereditaments, rights, privileges, and appurtenances, unto the said above mentioned and described premises belonging, or in any wise appertaining, and the reversion and reversions, remainder and remainders, rents, issues, and profits thereof, and also, all the estate, right, title, interest, property, possession, claim and demand whatsoever, as well at law, as in equity, of the said party of the first party, of, in and to the said above mentioned and described premises, and every part and parcel thereof, with the hereditaments and appurtenances (exception and reserving however, as aforesaid).
* * *
To have and to hold the above granted, bargained and described premises, and every part and parcel thereof, with the hereditaments and appurtenances unto the said party of the second part, its successors and assigns, to the sole and proper use, benefit and behalf of the said party of the second part, its successors and assigns forever. Subject, however, to the aforesaid exceptions and reservations.
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Id.
Based on our review of the record, we conclude that application of the
Brookbank factors clearly demonstrates that the 1890 deed conveyed a fee
simple interest in the property, rather than an easement. Specifically, we
note that the deed includes both past and present-tense conveyance
language, a warranty clause, a tenendum clause, and a habendum clause that
is consistent with the language in the granting clause. Additionally, the deed
does not contain a liability release, which would be inconsistent with the
conveyance of a fee simple title. Finally, the deed conveyed a parcel of land
to the grantee, rather than a usage right, and did not contain “language
cutting down or limiting, directly or indirectly, the estate conveyed[.]”9 See
Brookbank, 131 A.2d at 109. Therefore, the trial court erred in concluding
that Appellant had an easement in the disputed property, rather than a fee
simple interest.
Accordingly, we reverse the judgment entered in this matter, vacate the
order holding that Linde Corporation possessed an easement, and remand for
the trial court to enter an order clarifying that Appellees’ complaint is an
9 As noted previously, the 1890 deed contained a clause in which the grantor reserved “all the coal and other mineral” rights in the disputed property. See Deed at DB 87, P 467. However, because the surface estate is distinct from the mineral estate, the reservation clause does not affect our conclusion that the grantor conveyed a fee interest in the disputed property to the grantee. See Consolidation Coal Co., 875 A.2d at 326 (stating that because the surface estate and mineral estate are severable, “different owners may hold title to separate and distinct estates in the same land” (citation omitted)).
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ejectment action10 and award Linde Corporation a fee simple interest in the
disputed property.
Judgment reversed and order vacated. Case remanded with
instructions. Jurisdiction relinquished.
Judgment Entered.
Joseph D. Seletyn, Esq. Prothonotary
Date: 12/13/2022
10 See Sutton, 592 A.2d at 89.
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