Morgan v. Jozus

851 N.E.2d 1080, 67 Mass. App. Ct. 17, 2006 Mass. App. LEXIS 834
CourtMassachusetts Appeals Court
DecidedAugust 1, 2006
DocketNo. 05-P-734
StatusPublished
Cited by10 cases

This text of 851 N.E.2d 1080 (Morgan v. Jozus) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morgan v. Jozus, 851 N.E.2d 1080, 67 Mass. App. Ct. 17, 2006 Mass. App. LEXIS 834 (Mass. Ct. App. 2006).

Opinion

Rapoza, J.

Janet K. Morgan appeals from an interlocutory decree of the Probate and Family Court ordering, pursuant to G. L. c. 241, § 10, the partition by sale of certain real property located in the town of Harwich (town) and held by Morgan and her sister, Carol K. Jozus, as tenants in common. We affirm.

Background. Morgan and Jozus inherited three parcels of real [18]*18property as described in the footnote1 in equal shares through the will of their mother, Marie F. Kerruish, who died on March 27, 1986. The Old Wharf Road parcel, containing approximately 1.19 acres of land with a cottage situated thereon, is referred to as the “cottage parcel.” The remaining parcels, collectively, are referred to as the “bog parcel.”

Shortly after Kerruish’s death, the executor of her estate, Ivor Jozus, who was also Jozus’s husband, learned that the town was planning to increase minimum lot size and frontage requirements for buildable lots. Without notice to Morgan, the executor had a plan created dividing the cottage parcel into two lots, had the plan endorsed by the planning board as “approval not required” (ANR) under the subdivision control law pursuant to G. L. c. 41, § 8 IP, and recorded the plan with the registry of deeds. According to the executor, this was done on an “emergency” basis over the course of a few weeks in order to maximize the value of the property.2 The executor further testified that he also had a plan created to divide the bog parcel into three lots and obtained an ANR endorsement so dividing the parcel, but his petition to register that plan in a separate action in the Land Court was dismissed on Morgan’s motion.3

On December 6, 2002, Morgan filed in the Probate and Family Court a petition for partition seeking the partition and setoff of the parcels. A pretrial conference was conducted on July 23, 2003. Morgan filed a pretrial memorandum valuing the entire property at $547,800, derived from the 2003 tax assessments, but “adjusted” to treat the cottage parcel as one lot. In the pretrial memorandum, while Morgan expressed her primary desire to have the properties set off to her in return for payment of $273,900, she alternatively sought a private sale of the [19]*19properties for not less than $547,800. Jozus did not file a pretrial memorandum.

The judge issued an interlocutory decree dated July 23, 2003, appointing Anastasia Welsh Perrino as commissioner to partition the properties and “sell and convey ... all ... of said land — to set-off to petitioner, Janet K. Morgan, in exchange for her payment of $273,900.00 to Carol K. Jozus, or alternatively, that the land be sold — at private sale for not less than $547,800.00 dollars or at public auction for cash.” After some delay, on December 29, 2003, a warrant issued to Perrino, ordering her, within six months, “to make sale and conveyance of the whole of said land at public auction — private sale — for the sum of $547,800.00 dollars, or for a larger sum, or set-off to Janet K. Morgan in exchange of her payment of $273,900.00 to Carol K. Jozus.”

Morgan interpreted the interlocutory decree as providing her the choice of electing the setoff or the sale of the property, and she elected the setoff. Indeed, Morgan even tendered her payment of $273,900 to Perrino. Jozus and Perrino, on the other hand, interpreted the decree as allowing Perrino to elect to sell the property for the highest price, assuming it exceeded $547,800. Faced with these opposing interpretations, on January 5, 2004, Perrino filed a motion for instructions, accompanied by an affidavit, citing the dispute between the parties and commenting that her research revealed that the property was worth in excess of $1,000,000. Perrino requested that the court instruct her “to sell the property at public auction for the highest possible price,” and declare that she is “not obligated to accept the price of $273,000.00 from . . . Morgan.”

On January 8, 2004, the judge, sua sponte, vacated the July 23, 2003, interlocutory decree and appointment of Perrino. The judge found that the parties were entitled to an evidentiary hearing on the petition for partition and to determine the current fair market value of the subject properties.4 A trial ensued, and the judge concluded that if each of the three parcels is buildable, they hold a value of $500,000 each. The judge issued an [20]*20interlocutory decree dated October 29, 2004, appointing Frank J. Shealey as commissioner “to take any and all reasonable actions to maximize the value of all three lots.” The interlocutory decree further provided: “If all three lots are deemed buildable, then the Commissioner is to sell and convey the lots, individu-álly or collectively, for a total price of not less than one million five hundred thousand dollars ($1,500,000.00). Otherwise, the Commissioner may petition the Court for further instructions.” Morgan appeals.

1. Order vacating the July 23, 2003, interlocutory decree. There having been no appeal of the July 23, 2003, interlocutory decree, Morgan argues that the judge was without authority to vacate the decree. We disagree.

It is true that an interlocutory decree in a partition proceeding is final by its nature, constitutes a conclusive determination, and is subject to immediate appeal. Asker v. Asker, 8 Mass. App. Ct. 634, 637 (1979). The interlocutory decree at issue, however, was ambiguous in that it gave Perrino alternative directives without expressing a preference between them or a means for determining which option to pursue. We said in Platts v. Wronski, 15 Mass. App. Ct. 30, 34 (1982), that where a commissioner finds it impossible to comply with a warrant, the commissioner could “report)] that to the court . . . which, after appropriate proceedings, could determine whether to modify the original decree.” Given the patent ambiguity in the interlocutory decree, Perrino was obligated to seek further instruction or modification of the order, as she did. See Kauppila v. Kauppila, 29 Mass. App. Ct. 995, 996 (1990). The fact that the opposing interpretations of the parties, rather than the absence of a buyer or other impediment to the partition by sale, made Perrino’s task “impossible” does not render her motion any less appropriate.

While the judge’s action is labeled sua sponte, it is apparent that the judge vacated the interlocutory decree after its ambiguity had been brought to his attention by Perrino. Faced with the patently ambiguous order, we have little doubt that the judge had the authority to clarify it. By vacating the interlocutory decree, the judge essentially answered the commissioner’s petition by determining, we think appropriately, that sale at the [21]*21highest price was the proper result. Moreover, the judge was correct to afford the parties an evidentiary hearing on the issue of price.

Morgan makes a related argument that Perrino exceeded the scope of the warrant appointing her when she offered her opinion that the property was worth in excess of one million dollars, and that the judge erred in relying on it in deciding to vacate the interlocutory decree. Again, we disagree. In order to determine if there were any meaningful difference between the two options given in the interlocutory decree and warrant, some investigation into the actual market value of the property by Perrino was reasonable and necessary. Perrino’s actions thus have no similarity to those of the commissioner in

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Bluebook (online)
851 N.E.2d 1080, 67 Mass. App. Ct. 17, 2006 Mass. App. LEXIS 834, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morgan-v-jozus-massappct-2006.