Shedlock v. Shedlock

678 F. Supp. 1112, 1988 U.S. Dist. LEXIS 11248, 1988 WL 10965
CourtDistrict Court, M.D. Pennsylvania
DecidedFebruary 4, 1988
DocketCiv. No. 87-0311
StatusPublished

This text of 678 F. Supp. 1112 (Shedlock v. Shedlock) is published on Counsel Stack Legal Research, covering District Court, M.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shedlock v. Shedlock, 678 F. Supp. 1112, 1988 U.S. Dist. LEXIS 11248, 1988 WL 10965 (M.D. Pa. 1988).

Opinion

MEMORANDUM AND ORDER

CONABOY, District Judge.

Plaintiff, Frances Shedlock, deeded a property she owned at 530 Donnelly Street, Duryea, Luzerne County, Pennsylvania, to two of her sons, Benedict J. Shedlock and Joseph B. Shedlock, the Defendants. By this action she seeks return of the property on allegations that the conveyance was the result of undue influence exercised against her by the two named Defendants.

After depositions of the main parties and witnesses, the Defendants on December 24, 1987 filed a motion seeking to have summary judgment entered in their favor. The motion has been briefed by all parties and is ripe for decision.

For the reasons stated herein we will grant the motion.

I

The Plaintiff owned properties located at 528 and 530 Donnelly Street in Duryea, Luzerne County, Pennsylvania. She is the mother of five living children. On January [1113]*11131, 1985 she went to the office of her long time lawyer and directed him to draw deeds transferring the property at 528 Donnelly Street to her daughter, Lucille Kizner, and her granddaughter, Gail Kizner, as joint tenants with the right of survivorship, and transferring the property at 530 Donnelly Street to her sons, Benedict and Joseph (the Defendants), as tenants in common.

On February 6, 1986, the Plaintiff instituted a civil action (in equity) in the Court of Common Pleas of Luzerne County, seeking the return of the property at 530 Donnelly Street from the two Defendants named herein. On March 2, 1987, the Defendants, both of whom reside outside of the State of Pennsylvania, removed the case to this Court on the basis of diversity of citizenship.

Depositions of the Plaintiff and the Plaintiffs main witnesses as well as the deposition of Benedict Shedlock have been taken and filed with this Court.

The allegations in Paragraphs 5, 6 and 11 of the Plaintiff’s complaint set forth the basis of her alleged entitlement to return of the property:

5. That prior to January 8, 1985, the Defendants, and each of them, represented to the Plaintiff herein that considering her advanced age, should she become ill, hospitalized or enter a nursing home, her property would be subject to a lien for the purpose of paying the nursing home, hospital and medical bills and she would eventually lose her real property or it would become confiscated by her creditors.
6. That the Defendants, and each of them, further represented to the Plaintiff that she could avoid the potential loss or confiscation of her property by conveying the same to them by Deed, and Defendants further assured Plaintiff that if she made such conveyance they would re-convey the property to her upon her demand.
11. That the Defendants’ actions as aforesaid in procuring and inducing the Plaintiff to make a conveyance of her property constituted undue influence, duress and misrepresentation in that:
a. Defendants had destroyed Plaintiff’s free will in executing the Deed of January 8, 1985, by frightening and threatening her with the impending loss of her property, not necessarily true.
b. The Defendants’ occupied a confidential relationship as sons of the of Plaintiff knowing that their mother, the Plaintiff herein, would place her complete trust and confidence in Defendants’ action, however, Defendants have betrayed such trust in falsely assuring their mother they would re-convey the property upon her demand.
c. That Defendants never had intended to re-convey Plaintiff’s property but had induced Plaintiff to convey the same so that Defendants could acquire legal title for themselves and to the exclusion of Plaintiff.
d. The transaction was made with inadequate consideration of One ($1.00) Dollar.

In Defendants’ motion for summary judgment they allege there are no operative facts in dispute — and that the undisputed facts fail to sustain the Defendants’ allegations of improper or undue influence on their mother. Rather, they argue, the undisputed facts show a free and voluntary transfer of the property to them. They argue, too, there is no evidence of any promise to re-convey the property at the Plaintiff’s request, and that neither of them had a confidential relationship with their mother which was used to accomplish the transfer.

II

Summary judgment is appropriate when there is no genuine issue of material fact and the moving party is entitled to judgment as a matter of law. Fed.R.Civ.P. 56(b). Any doubts as to the existence of such issues must be resolved against the moving party and all inferences to be drawn from the underlying facts viewed in the light most favorable to the party opposing the motion. Hollinger v. Wagner Mining Equipment Corp., 667 F.2d 402, 405 (3d Cir.1981). The mere presence in the [1114]*1114complaint of an allegation is not sufficient by itself to avoid summary judgment. South Ship Bldg. Corp. v. Bethlehem Steel Co., 533 F.2d 96, 100 (3d Cir.) cert. denied, 429 U.S. 860, 97 S.Ct. 161, 50 L.Ed.2d 187 (1976). Where the movant relies upon affidavits, depositions or answers to interrogatories to show that there is no genuine issue of material fact, Plaintiff must come forward with affidavits, depositions or answer to interrogatories sufficient to contradict movant’s showing. Adickes v. S.H. Kress and Co., 398 U.S. 144, 90 S.Ct. 1598, 26 L.Ed.2d 142 (1970). Accordingly, summary judgment may be granted where there are undisputed facts from which only one conclusion may be reasonably drawn. Gans v. Mundy, 762 F.2d 338, 341 (3d Cir.), cert. denied, 474 U.S. 1010, 106 S.Ct. 537, 88 L.Ed.2d 467 (1985). In fleshing out the reasonableness standard the Third Circuit has recently stated:

“[i]f the Defendant in a run-of-the-mill civil case moves for summary judgment ... based on the lack of proof of a material fact, the judge must ask himself not whether he thinks the evidence unmistakably favors one side or the other, but whether a fair-minded jury could return a verdict for the Plaintiff on the evidence presented.”

Michelson v. Exxon Research and Engineering Co., 808 F.2d 1005 (3d Cir.1987) citing Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 106 S.Ct. 2505, 2512, 91 L.Ed.2d 202 (1986). Additionally, the Court stated:

“[t]he mere scintilla of evidence in support of the Plaintiff's position will be insufficient: there must be evidence on which the jury could reasonably find for the Plaintiff. The judge’s inquiry, therefore, unavoidably asks whether reasonable jurors could find by a preponderance of the evidence that the Plaintiff is entitled to a verdict”.

Id.

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Related

Adickes v. S. H. Kress & Co.
398 U.S. 144 (Supreme Court, 1970)
Anderson v. Liberty Lobby, Inc.
477 U.S. 242 (Supreme Court, 1986)
Sendick v. Matvey
138 A.2d 92 (Supreme Court of Pennsylvania, 1957)
Thomas v. SEAMAN
304 A.2d 134 (Supreme Court of Pennsylvania, 1973)
Shupp v. Brown
439 A.2d 178 (Superior Court of Pennsylvania, 1981)

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Bluebook (online)
678 F. Supp. 1112, 1988 U.S. Dist. LEXIS 11248, 1988 WL 10965, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shedlock-v-shedlock-pamd-1988.