Shepley v. Dobbin

505 A.2d 327, 351 Pa. Super. 182, 1986 Pa. Super. LEXIS 9622
CourtSupreme Court of Pennsylvania
DecidedFebruary 26, 1986
Docket546
StatusPublished
Cited by7 cases

This text of 505 A.2d 327 (Shepley v. Dobbin) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shepley v. Dobbin, 505 A.2d 327, 351 Pa. Super. 182, 1986 Pa. Super. LEXIS 9622 (Pa. 1986).

Opinion

WICKERSHAM, Judge:

This is an appeal from a final decree in equity denying appellant, Raymond I. Shepley’s request for a constructive trust or in the alternative, for an accounting.

Appellant, owner in fee simple of two tracts of land in Halifax Township, Dauphin County, Pennsylvania (hereinafter “the Halifax farm”) conveyed the remainder interest in that property to Betty L. Baker, his stepdaughter and Carl E. Baker, her husband on May 1, 1971. Appellant retained a life estate for himself in the property. On the same day, however, appellant entered into a concurrent agreement with the Bakers, which inter alia provided the *184 Bakers with the right to reside on the farm with appellant at their cost and expense. Under the terms of this agreement, the Bakers were also required to furnish appellant with food and laundry service. 1

Carl E. Baker died on October 17, 1973 and his wife died the following year. After her mother's death, appellee, Melinda Baker Dobbin, appellant’s step-granddaughter orally agreed with appellant, in July 1975, to assume the obligations of her deceased parents. At the same time, with appellant’s consent, appellee and Edward Dobbin,' her husband, acquired the remainder interest of Betty L. Baker in the farm from Mid Penn Bank, executor of Baker’s estate. The Dobbins were divorced in 1978. Appellee remained on the Halifax farm with the three minor children of their marriage: Geoffry E. Dobbin, Gregory E. Dobbin and Jeremy A. Dobbin. On October 25, 1978, appellee and her ex-husband conveyed a one-half interest in the farm to appellee alone and the remaining half interest to Mid Penn Bank as trustee for the three minor children.

On June 25, 1982, appellant filed a complaint in equity, alleging that appellee had been unjustly enriched by receiving the benefits accruing from possession of the Halifax farm without satisfying her concomitant obligations to appellant under the agreement which she had assumed. Appellant also claimed that appellee had converted certain personalty in which he held an interest.

*185 After hearing two days of testimony from a dozen witnesses, the chancellor, The Honorable Clarence C. Morrison, ultimately found that the testimony of appellant was not credible. Lower ct. op., October 4, 1983 at 4. Concluding that appellee had not been unjustly enriched, he dismissed both of appellant’s claims. Id. See Lower ct. op., September 20, 1984 at 3. Appellant duly filed timely exceptions to the decree, 2 which were dismissed by the chancellor who directed that the decree nisi be entered as a final decree. Id.

Appellant presents three issues for our review. 3 We turn now to his first issue and that part of his third issue which contests the conclusiveness of the chancellor’s findings of fact.

It is beyond cavil that the factual conclusions of a chancellor should be accorded great weight. These conclusions have the force of a jury verdict and will be disturbed on appeal only where they are not supported by adequate evidence. Biglan v. Biglan, 330 Pa.Super. 512, 479 A.2d 1021 (1984); Valley Forge Historical Society v. Washington Memorial Chapel, 330 Pa.Super. 494, 479 A.2d 1011 (1984).

Particularly, where as in this instance, the evidence is contradictory, the chancellor’s findings deserve even greater weight, since it is he who must necessarily pass on the *186 credibility of witnesses. Hopkins v. Stepler, 315 Pa.Super. 372, 461 A.2d 1327 (1983). The chancellor’s findings are entitled to special weight in such determinations because he has had the opportunity to hear and observe all the witnesses. Village Beer and Beverage, Inc. v. Vernon D. Cox and Co., Inc., 327 Pa.Super. 99, 475 A.2d 117 (1984); Dudash v. Dudash, 313 Pa.Super. 547, 460 A.2d 323 (1983).

Under our thus closely confined scope of review, we do not find the chancellor’s determination of facts in this case to be so lacking in evidentiary support that his findings should be set aside. See Biglan v. Biglan, supra. On the contrary, there is ample support in the extensive record for his findings, as apparent from both the testimony and the documentary evidence. See Dudash v. Dudash, supra. The fact that the evidence on which the chancellor chose to rely was not uncontroverted does not indicate that he failed to take contradictory evidence into consideration. We therefore dismiss appellant’s claims with respect to the facts as found by the chancellor.

Regarding appellant’s second issue and that part of his third which alleges error by the chancellor as to a matter of law, we remain unpersuaded that the “palpable error” alleged actually occurred. Both issues asserting an error of law appear to be based on the contention that the chancellor erred as a matter of law in basing his findings on credibility. Instead, appellant proposes that the chancellor should have found that a confidential relationship existed between the parties, that this relationship was violated and that therefore, a constructive trust in appellant’s favor should have been imposed on the Halifax farm. We, however, find no error in the chancellor’s failure to apply appellant’s suggested formula when it would have been inappropriate.

First, the premise of appellant’s argument, i.e., that a confidential relationship existed, is not relevant when it was never established that appellant and appellee operated in this capacity. Merely pointing to the step-granddaugh *187 ter/step-grandfather relationship between the parties or to the disparity in their ages does not suffice to show the existence of a confidential relationship. As we stated in Moreland v. Metrovich, 249 Pa.Super. 88, 95, 375 A.2d 772, 775 (1977):

A plaintiff may establish a confidential relationship as a matter of law or as a matter of fact. As our Supreme Court stated in Truver v. Kennedy, supra, 425 Pa. [294] at 306, 229 A.2d [468] at 474 [1967]: “[A confidential relationship] may exist as a matter of law in certain recognized fiduciary relations, as in the case of trustee and cestui que trust, attorney and client, and guardian and ward.

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Bluebook (online)
505 A.2d 327, 351 Pa. Super. 182, 1986 Pa. Super. LEXIS 9622, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shepley-v-dobbin-pa-1986.