Lilly v. Duke

376 S.E.2d 122, 180 W. Va. 228, 1988 W. Va. LEXIS 177
CourtWest Virginia Supreme Court
DecidedNovember 29, 1988
Docket17960
StatusPublished
Cited by32 cases

This text of 376 S.E.2d 122 (Lilly v. Duke) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lilly v. Duke, 376 S.E.2d 122, 180 W. Va. 228, 1988 W. Va. LEXIS 177 (W. Va. 1988).

Opinion

MILLER, Justice:

We consider today what notice is constitutionally required prior to the sheriffs sale of real property for delinquent taxes pursuant to W.Va.Code, 11A-3-1, et seq. (1967). Admittedly, the issue presented here is limited, since the statute was amended in 1983 and 1985 to provide for notice by certified mail to comply with Mennonite Bd. of Missions v. Adams, 462 U.S. 791, 103 S.Ct. 2706, 77 L.Ed.2d 180 (1983). 1

On July 12, 1978, the plaintiffs conveyed to Cecil J. Taylor, III, and Faye V. Taylor, his wife, a 23.681 acre tract of land situate in Jackson County. On the same day, the Taylors executed a deed of trust thereon to secure the payment of a promissory note in the principal sum of $12,000. Monthly installments on the note of $223.97 were to be remitted to the Bank of Sissonville. The deed of trust, as recorded, identified the plaintiffs as beneficiaries and Walton S. Shepherd, III, of Kanawha County as trustee.

For the year 1980, the tract was assessed and entered in the land books of Jackson County in the name of the Taylors. No real property taxes were paid by the Tay-lors in that year and the tract became delinquent. As required by W.Va.Code, 11A-2-13 (1967), 2 the county sheriff posted and published in the local newspaper a notice of the tax delinquency. A second notice, published pursuant to W.Va.Code, 11A-3-2 (1967), 3 announced that the tract would be offered for sale at public auction on October 19, 1981. There were no bids received at the auction, and the sheriff purchased the tract for the State. 4

The tract was unredeemed, and on September 12, 1983, the deputy commissioner of forfeited and delinquent lands filed a *230 suit to authorize its sale for the benefit of the school fund. 5 The defendant, Gay H. Duke, purchased the tract for the sum of $50 at an auction held on December 9, 1983. A tax deed was executed and delivered to the defendant by the deputy commissioner on December 28, 1983.

This suit to set aside the tax deed was filed by the plaintiffs on August 2, 1984, in the Circuit Court of Jackson County in reliance on Mennonite Bd. of Missions v. Adams, supra. By order dated October 28, 1986, the court entered summary judgment for the defendant. Mennonite was found not to control because there were insufficient facts developed as to the notice of the sale by the deputy commissioner.

The issue that we confront today is whether a property owner or a mortgagee may be deprived of his property interest without adequate notice prior to the sale of property at a sheriffs sale for failure to pay taxes. 6

We spoke to this issue in advance of Mennonite in Don S. Co., Inc. v. Roach, 168 W.Va. 605, 285 S.E.2d 491 (1981), and concluded that there was a due process right to notice prior to a sheriff’s sale, as evidenced by this language in Syllabus Point 1:

“A landowner whose property is to be sold for delinquent taxes under Chapter 11A, article 3 of the West Virginia Code, as amended, is an interested party, by virtue of the statutory entitlement to redeem delinquent property contained in article 3, who must be afforded the protection of the due process guarantees contained in the West Virginia and United States Constitutions.”

We did not define in Roach the type of notice constitutionally required. Almost two years after Roach, the United States Supreme Court decided Mennonite, a case that involved a due process challenge to Indiana’s tax sale statute by a mortgagee. Under Indiana’s statutory procedure, notice of a tax sale was provided to all parties by publication and posting. The landowner was also provided notice by certified mail, but a mortgagee was provided no additional notice. When the property was sold, the purchaser received a certificate of sale. This certificate constituted a priority lien on the property. If the tract was not timely redeemed, a deed was prepared and delivered to the purchaser giving him fee simple title, free and clear of all liens and encumbrances.

The United States Supreme Court initially found that a mortgagee possessed a substantial property interest which was significantly affected by the sale. This was because a tax sale immediately provided to the purchaser a priority lien which took precedence over the mortgagee’s lien. Furthermore, if the property was unredeemed by the landowner or other interested party, the mortgagee’s interest was entirely extinguished.

The Court next proceeded to determine the sufficiency of notice by posting and publication. Relying principally on Mullane v. Central Hanover Bank & Trust Co., 339 U.S. 306, 70 S.Ct. 652, 94 L.Ed. 865 (1950), it held that constructive notice to a mortgagee violated due process where the mortgagee could reasonably be identified from public records.

“When the mortgagee is identified in a mortgage that is publicly recorded, constructive notice by publication must be supplemented by notice mailed to the mortgagee’s last known available address, or by personal service. But unless the mortgagee is not reasonably identifiable, constructive notice alone does not satisfy the mandate of Mullane.” 462 U.S. at 798, 103 S.Ct. at 2711, 77 L.Ed.2d at 187. (Footnote omitted).

*231 At a minimum, Mennonite stated, due process requires “[n]otice by mail or other means as certain to ensure actual notice” to the interested party. 462 U.S. at 800, 103 S.Ct. at 2712, 77 L.Ed.2d at 188. 7 Since the notice provided to the mortgagee was constitutionally insufficient, the tax sale was deemed to be ineffective.

More recently, on authority of Mullane and Mennonite, the Supreme Court invalidated an Oklahoma probate statute that provided for constructive notice to certain estate creditors. Tulsa Prof. Collection Serv. v. Pope, 485 U.S. 478, 108 S.Ct. 1340, 99 L.Ed.2d 565 (1988). The Oklahoma statute barred all contract claims against an estate if they were not filed within two months of a published notice. The Court in Pope dealt with a rather modest property interest — a cause of action. Furthermore, the statute in question was termed a “non-claim” statute in that it automatically barred claims not filed against the estate within the prescribed time.

The argument was made in Pope that a “nonclaim” statute was analogous to a statute of limitations.

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Bluebook (online)
376 S.E.2d 122, 180 W. Va. 228, 1988 W. Va. LEXIS 177, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lilly-v-duke-wva-1988.