Margarite v. Ewald

381 A.2d 480, 252 Pa. Super. 244, 1977 Pa. Super. LEXIS 2982
CourtSuperior Court of Pennsylvania
DecidedDecember 28, 1977
Docket699
StatusPublished
Cited by15 cases

This text of 381 A.2d 480 (Margarite v. Ewald) 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
Margarite v. Ewald, 381 A.2d 480, 252 Pa. Super. 244, 1977 Pa. Super. LEXIS 2982 (Pa. Ct. App. 1977).

Opinion

JACOBS, Judge:

We are asked on this appeal to review a determination by the common pleas court of Philadelphia County that the plaintiff-appellee has a one-sixth interest in property originally deeded to his mother and stepfather and another person. For the reasons hereinafter set forth, we reverse.

The real estate in question was conveyed by deed dated January 16, 1967, to “John Ewald and Mary B. Ewald his wife and Joseph Ewald ... as tenants in common with right of survivorship.” The appellee is the son of Mary B. Ewald by her first marriage. Mary B. Ewald died intestate on November 8, 1973, and left appellee and John Ewald, her second husband, as her sole heirs at law. John Ewald, appellee’s stepfather, died thereafter on August 20, 1974, and bequeathed his entire estate to his brother George Ewald. The other grantee to the original deed, Joseph Ewald, is still living.

The appellee filed a petition for a declaratory judgment asking the court below to interpret the deed and decide whether appellee’s mother, Mary B. Ewald, had acquired any interest which passed to appellee upon her death. The case was submitted on stipulated facts and, after oral argument, the lower court held that the deed created a tenancy in *247 common in which each grantee owned a one-third interest. Thus, the court ruled that appellee owned a one-sixth interest in the property which represented his intestate share of his mother’s estate. The court en banc affirmed this determination, 1 and a timely appeal was taken to our Court.

The appellants contend that the deed created a tenancy by the entireties in which John Ewald and Mary B. Ewald, his wife, held a one-half interest and upon the death of Mary B. Ewald her spouse John Ewald became the sole owner of their entireties interest. We agree.

The terms used in the deed are patently contradictory. It is basic property law that “a right of survivorship” is not associated with a “tenancy in common.” The deed therefore cites a legal impossibility. The lower court recognized these facts and based its holding, that a tenancy in common was created among the parties, on: 1) the statutory presumption that a conveyance or devise carries with it no right of survivorship unless clearly expressed; 2) the emerging legal recognition that a married woman may hold property in her own right without any legal disabilities formerly associated with the legal fiction of the unity of husband and wife; and 3) the public policy against restrictions on alienation of property.

The lower court was correct when it noted that since the passage of the Act of 1812 2 there is a presumption that a conveyance or devise to two or more persons, not husband or wife or trustees, carries with it no right of survivorship unless clearly expressed. Zomisky v. Zamiska, 449 Pa. 239, 241, 296 A.2d 722, 723 (1972); Michael Estate, 421 Pa. 207, 211, 218 A.2d 338 (1966). Thus, the law in our Commonwealth is that unless the terms of the agreement expressly or by necessary implication call for a joint tenancy a tenancy in common will be presumed. Pennsylvania Bank & Trust Co. v. Thompson, 432 Pa. 262, 247 A.2d 771 (1968); *248 Maxwell v. Saylor, 359 Pa. 94, 58 A.2d 355 (1948); Sturm v. Sawyer, 2 Pa.Super. 254 (1896). However, it has also been said that when property, real or personal, is placed in the names of husband and wife without more, a tenancy by entireties is presumed to have been created, Holme's Estate, 414 Pa. 403, 200 A.2d 745 (1964); Brenner v. Sukenik, 410 Pa. 324, 189 A.2d 246 (1963); Heatter v. Lucas, 367 Pa. 296, 80 A.2d 749 (1951); and in order to rebut that presumption there must be clear and convincing evidence to the contrary. Holme's Estate, supra.

In the case at bar we are faced with a conveyance to three persons, two of whom are identified as husband and wife. The effect of the latter presumption referred to above thus becomes less certain. In Heatter v. Lucas, supra, however, our Supreme Court was faced with an analogous situation. In Heatter, a farm had been deeded to “Francis Lucas, a single man, and Joseph Lucas and Matilda Lucas, his wife,” with the habendum clause providing “to Have and to Hold the same unto and for the use of the said parties of the second part their heirs and assigns forever, . . .” The court discussed the application of the presumption of a tenancy by entireties in such a conveyance and held that “a conveyance to three parties two of whom are husband and wife but neither designated as such, shall, in the absence of any language in the conveyance disclosing a contrary intention, be deemed a conveyance of one-third shares.” Id. 367 Pa. at 300, 80 A.2d at 752. The Heatter court went on to note, however, that the fact that the conveyance was to “Francis Lucas, a single man, and Joseph Lucas and Matilda Lucas, his wife,” sufficiently indicated an intent that the husband and wife take by the entireties. The terms of the conveyance in the case at bar expressly refer to John Ewald and Mary B. Ewald his wife. We refuse to treat the words “his wife” as mere surplusage. They represent the classic form for the creation of a tenancy by entireties. Furthermore, the use of a double “and” in the granting clause indicates an intent that two units, one couple and one single person, take the property and that each acquire a half *249 interest. 3 See Heatter v. Lucas, supra 367 Pa. at 301, 80 A.2d at 752. Because of the express identification of the marital entity in the deed, and the use of the double “and”, we believe that the parties must be taken to have considered and given significance to the marital status of two of the grantees. We therefore hold that, the interest of John Ewald and Mary B. Ewald were those of tenants by the entireties. 4 As such, upon the death of Mary B. Ewald, the entire interest vested in her husband.

A contrary conclusion is not warranted because of the use of the words “as tenants in common with right of survivorship.” We believe that through the use of these terms the correct conclusion is that the one-half interest of the married couple, although held by the entireties as between themselves, was held in common in relation to the interest of Joseph Ewald. See Ladner, Conveyancing in Pennsylvania § 1:16 (3rd ed. P. Wood 1961).

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Bluebook (online)
381 A.2d 480, 252 Pa. Super. 244, 1977 Pa. Super. LEXIS 2982, Counsel Stack Legal Research, https://law.counselstack.com/opinion/margarite-v-ewald-pasuperct-1977.