Montrenes v. Montrenes

513 A.2d 983, 355 Pa. Super. 403, 1986 Pa. Super. LEXIS 11447
CourtSuperior Court of Pennsylvania
DecidedJuly 7, 1986
DocketNo. 1313
StatusPublished
Cited by10 cases

This text of 513 A.2d 983 (Montrenes v. Montrenes) 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
Montrenes v. Montrenes, 513 A.2d 983, 355 Pa. Super. 403, 1986 Pa. Super. LEXIS 11447 (Pa. Ct. App. 1986).

Opinion

WIEAND, Judge:

In this action involving rival claims by a brother and sister to a double house in Versailles Borough, Allegheny County, the issue is whether the trial court capriciously disregarded evidence of sufficient quantity and quality to establish a parol, inter vivos gift of real estate. We find no capricious disregard of evidence and affirm.

Peter and Mary Montrenes, husband and wife, contended in this action to quiet title that Peter’s mother, Mary Montrenes, a/k/a Mary Andrikanic, had made a parol gift to them of a double house situated at Nos. 5106-5108 Oard Street, Versailles Borough, Allegheny County. The action was commenced against Peter’s mother and was expanded to include, as a co-defendant, Peter’s sister, Ann Bellohu-[405]*405sen, to whom the title to the property had been conveyed by deed of the mother. This deed, it was alleged, had been procured by undue influence and fraud and had also involved a forged signature. Mary, the mother, died in 1980, and the litigation continued between brother and sister to determine who had good title to the real estate.

The double home on Oard Street had been almost entirely destroyed by fire on December 26, 1945. The testimony of Peter and his wife, Mary, was that Peter’s mother thereafter gave them the home on the condition that they rebuild it. With the help of others, Peter and his wife restored the two dwellings and thereafter occupied 5108 Oard Street. The other half of the double was occupied by a tenant until the mid 1950s. For the remainder of the time it was vacant. The testimony was that the mother had collected the rents for the leased dwelling, but there was conflicting testimony as to whether she had kept the rents or had turned them over to her son. Three witnesses testified that Mary, the mother, had frequently referred to the fact that she had given the home to Peter and his wife. Ann, however, testified to the contrary, i.e., that her mother had never said that the real estate had been given to Peter. Nevertheless, the evidence was clear that Peter and his family had rebuilt the double dwelling and had occupied one-half of the double home continuously thereafter. Peter and his wife had paid municipal and school taxes on the property, but his mother had paid the county taxes.

The trial court found that Peter had failed to prove a parol, inter vivos gift and denied the request to set aside the sister’s deed. Exceptions were dismissed, and final judgment was entered.

The burden of proof in an action to quiet title is on the plaintiff. Cox’s, Inc. v. Snodgrass, 372 Pa. 148, 152, 92 A.2d 540, 541-542 (1952); Grace Building Co., Inc. v. Parchinski, 78 Pa.Cmwlth. 187, 191, 467 A.2d 94, 96 (1983). In such an action, the plaintiff can recover only on the strength of his or her own title and not upon the weakness of the defendant’s title. Albert v. Lehigh Coal & Naviga[406]*406tion Co., 431 Pa. 600, 607, 246 A.2d 840, 843 (1968); Carra-telli v. Castrodale, 185 Pa.Super. 426, 429, 137 A.2d 805, 806 (1958). Where, as here, the trial court has determined that the plaintiffs failed to meet their burden of proving title, that determination will not be reversed in the absence of an error of law or a capricious disregard of evidence. See: Piccinini v. Teachers Protective Mutual Life Insurance Co., 316 Pa.Super. 519, 524, 463 A.2d 1017, 1021 (1983); Eddystone Fire Co. No. 1 v. Continental Insurance Co., 284 Pa.Super. 260, 263, 425 A.2d 803, 804 (1981).

The requisites for the creation of a valid parol gift of land notwithstanding the Statute of Frauds1 are “(1) that the evidence of the gift be direct, positive, express and unambiguous; (2) that possession be taken in pursuance of the alleged gift at the time of or immediately after it is made, and that such possession be exclusive, open, notorious, adverse and continuous; (3) that the donee make valuable improvements on the property for which compensation in damages would be inadequate.” Rarry v. Shimek, 360 Pa. 315, 317-318, 62 A.2d 46, 47-48 (1948) (footnotes omitted). See also: Yarnall’s Estate, 376 Pa. 582, 590, 103 A.2d 753, 758 (1954); Annot., 83 A.L.R.3d 1294 (1978). As a general rule, these elements, together with the existence of a dona-tive intent on the part of the donor, must be established by evidence which is clear and convincing. See generally: Annot., 83 A.L.R.3d at 1298-1301. Clearer and weightier evidence, the courts have said, is necessary to prove a parol gift between parent and child then is required between persons who are not blood relatives. Yarnall’s Estate, supra 376 Pa. at 590, 103 A.2d at 758; Rarry v. Shimek, supra 360 Pa. at 318, 62 A.2d at 48; Ackerman v. Fisher, 57 Pa. 457, 459 (1868). To prove a parol gift between parent and child, “the witnesses depended upon for that purpose must have heard the bargain when made and their testimony must bring the parties face to face; the transaction may not be inferred merely from the declarations of one of the parties.” Rarry v. Shimek, supra 360 Pa. at [407]*407318, 62 A.2d at 48; Ackerman v. Fisher, supra, 57 Pa. at 459. See also: Glass v. Tremellen, 294 Pa. 436, 144 A. 413 (1928); Sorber v. Masters, 264 Pa. 582, 107 A. 892 (1919).

Where, as here, the trial court’s findings are based on its assessment of the weight and credibility of the evidence, its determination that appellants failed to sustain their burden of proof is relatively unassailable. There was no disinterested testimony which brought the parties face to face to establish in praesenti the making of an inter vivos gift. Although there was testimony that the alleged donor had made statements to the effect that she had given the real estate to her son, no disinterested witness was able to bring the alleged grantor and grantee face to face and show the making of an inter vivos gift. Moreover, the mother’s statements were ambiguous. It was not clear whether she was saying merely that she had given her son a place to live or whether she meant that she had given him ownership rights. Although appellants did play a significant role in rebuilding the dwelling and resided in one-half thereof, the evidence showed that the mother always collected the rents from the other half of the double and also paid some of the taxes on the property. Thus, any inference of an inter vivos gift was rebutted by evidence that the alleged donor had not fully divested herself of all indicia of ownership. We cannot say, therefore, that the trial court capriciously disregarded competent evidence in determining that appellants had failed to prove a parol, inter vivos gift.

Appellants also sought to set aside the deed delivered by the mother to Ann Bellohusen on grounds of forgery, undue influence and fraud.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Moore, P. v. Kempel, A.
Superior Court of Pennsylvania, 2022
Stanley, J. v. Stanley, J.
Superior Court of Pennsylvania, 2019
Carter, P. v. Fanning, R. v. Range Resources
Superior Court of Pennsylvania, 2018
Railroad Recovery v. Mast, B.
Superior Court of Pennsylvania, 2017
Leeper, R. v. Queer, W.
Superior Court of Pennsylvania, 2017
Thompson, D. & D. v. MacNamara, G.
Superior Court of Pennsylvania, 2015
Blackwood, Inc. v. Reading Blue Mt.
Superior Court of Pennsylvania, 2015
Jasey, N. v. Pocono Mountain Water Forest
Superior Court of Pennsylvania, 2015
Bryant v. Woodland (In Re Bryant)
103 B.R. 95 (E.D. Pennsylvania, 1989)

Cite This Page — Counsel Stack

Bluebook (online)
513 A.2d 983, 355 Pa. Super. 403, 1986 Pa. Super. LEXIS 11447, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montrenes-v-montrenes-pasuperct-1986.