Hercules v. Jones

609 A.2d 837, 415 Pa. Super. 449, 120 Oil & Gas Rep. 359, 1992 Pa. Super. LEXIS 1610
CourtSuperior Court of Pennsylvania
DecidedJune 23, 1992
Docket01858
StatusPublished
Cited by23 cases

This text of 609 A.2d 837 (Hercules v. Jones) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hercules v. Jones, 609 A.2d 837, 415 Pa. Super. 449, 120 Oil & Gas Rep. 359, 1992 Pa. Super. LEXIS 1610 (Pa. Ct. App. 1992).

Opinion

*452 TAMILIA, Judge:

Arnold F. Jones, executor of the estate of Harold C. Terwilliger, takes this appeal from the October 25, 1991 judgment entered against defendants and in favor of plaintiff/appellee Patricia Gillies Hercules.

In 1968, when in danger of losing their 157-acre farm as a consequence of their failure to meet mortgage obligations, Harold C. Terwilliger and his wife, Zona M. Terwilliger, placed the farm in joint ownership with Richard E. Gillies, Jr., or Patricia Gillies, his wife, in exchange for the Gillies satisfying the mortgage. In 1975, the Terwilligers and Gillies Hercules, whose husband had passed away, entered two option and lease agreements with Mauersburg Coal Company which provided the lessors would receive $E25 for each ton of coal mined from the farm. Mrs. Terwilliger died two years later and Harold resided on the farm until his demise in 1979. Appellee Gillies Hercules has resided in Ohio since 1975.

During the summer of 1978, Mauersburg commenced surface mining operations on the farm and paid all royalties due pursuant to the leases directly to Harold Terwilliger. The amount paid is averred to have been $5,887.37. From September of 1978, when the leases were assigned to Wagner Coal Company, until Terwilliger’s death in 1979, royalties totalling $43,169.87 were likewise paid directly to Terwilliger, who, on April 2,1979, placed appellant Jones’ name on the savings and checking accounts in which the royalties were deposited. At no time did Terwilliger distribute to appellee her share of the royalties, owed as a consequence of her position as co-owner of the property and co-lessor of the lease to mine. In 1979, while attending Terwilliger’s funeral, appellee Gillies Hercules became aware mining on the farm had begun and, on January 18, 1980, made a demand on the estate for one-half of the royalties. Appellee’s demand was unsuccessful because the assets of the estate, which included, in addition to the farm, approximately $9,200 in personal property and a 26-acre tract of land, had been distributed without consideration for her claim. *453 In February, 1982, appellee filed suit in equity demanding, among other things, the executor hold in trust and be enjoined from conveying the proceeds of the estate’s bank accounts. Appellee also demanded $24,528.62 plus interest representing her one-half interest in the royalties. 1

Sitting without a jury the court found, inter alia, appellee held undivided half interests in the 157-acre farm and the coal leases and was, therefore, entitled to a judgment against the estate for one-half of the royalties together with interest at a rate of six per cent (6%) per annum from the date of each royalty payment, said sum as of June 6, 1991, being $43,149.49. Appellant’s post trial motions were denied and this appeal followed.

Appellant presents eight issues for our consideration, beginning with an allegation the court erred by denying his preliminary objections. Appellant argued appellee should have been precluded from pursuing an action in equity when there was an adequate remedy at law for her to recover what appellant characterized as a mere debt.

This Court’s scope of appellate review in equity matters is narrow and is limited to determining whether findings of fact are supported by competent evidence, whether an error of law has been committed or whether there has been a manifest abuse of discretion. Riecelli v. Forcinito, 407 Pa.Super. 629, 595 A.2d 1322 (1991). In appellee’s prayer for relief she requested not only monetary compensation but also that the executor appellant be precluded from disposing of any of the proceeds from the decedent’s bank accounts and that said proceeds be held for her in trust. We find, because a request for the establishment and enforcement of a constructive trust is a matter within the jurisdiction of a court of equity, appellee would be unable to obtain a full remedy at law and, therefore, the court properly denied appellant’s preliminary objections. *454 See Martino v. Transport Workers’ Union of Phila., 505 Pa. 391, 480 A.2d 242 (1984) (A court of equity has jurisdiction and will afford relief if the statutory or legal remedy is inadequate or if equitable relief is necessary to prevent irreparable harm). See also Peoples-Pittsburgh Trust Co. v. Saupp, 320 Pa. 138, 182 A. 376 (1936) (The mere fact a remedy at law exists is not sufficient to oust equitable jurisdiction; the question is whether the remedy is adequate or complete).

Next, appellant claims the court erred by granting appellee’s application to amend her complaint to add party defendant Donna J. Jones. Appellant also contends Jones’ demurrer at the close of appellee’s case was improperly denied. Appellant contends the motion to add Jones was not verified and appellee failed to state a cause of action against her.

Appellant’s boilerplate allegations will be responded to in an equally curt manner. An application to amend a complaint to add a party defendant pursuant to Pa.R.C.P. 2232(c) is not a pleading and, therefore, need not be verified by the plaintiff. Pa.R.C.P. 2232, Defective Joinder. Change of Parties. The cause of action against the defendant being added as a party defendant is set forth in the complaint and not in the Rule 2232(c) application. Appellant’s allegation the court erred by denying Jones’ demurrer at the close of plaintiff’s case was not preserved for review. Hreha v. Benscoter, 381 Pa.Super. 556, 554 A.2d 525 (1989), appeal denied, 524 Pa. 608, 569 A.2d 1367 (1989).

Next, appellant avers the court erred by ruling Jones’ claim of laches did not bar Hercules from recovering in this action. Appellant’s “argument” states the defense of laches was raised in the pleadings, and laches is defined as “neglect for an unreasonable time under circumstances permitting diligence to do what in law should have been done, and as an implied waiver.” (Appellant’s brief at p. 10.) However, without any argument linking the definition to the facts of this case, this Court is unable to address *455 appellant’s phantom argument and we find the issue to be waived.

Appellant’s fourth argument contends the court erred by finding appellee’s amended complaint was filed in a timely fashion, in alleged contradiction to the Pennsylvania Rules of Civil Procedure. Rule 1028, Preliminary Objections, which governs the disposition of preliminary objections, is relied upon by appellant in support of his argument. Pa.R.C.P. 1028. Appellant argues appellee’s failure to file her amended complaint until one year and seven days after the application to amend was granted violated Rule 1028(e) which requires an amended complaint be filed within sixty (60) days after notice of the Order permitting such filing or within such other time as the court may fix. 2

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Cite This Page — Counsel Stack

Bluebook (online)
609 A.2d 837, 415 Pa. Super. 449, 120 Oil & Gas Rep. 359, 1992 Pa. Super. LEXIS 1610, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hercules-v-jones-pasuperct-1992.