Zimmerman, W. v. Zimmerman, T.

Superior Court of Pennsylvania·Decided September 9, 2021·No. 1069 WDA 2020·Unpublished

Opinion

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

WILLIAM HARRY ZIMMERMAN, : IN THE SUPERIOR COURT OF PATRICIA ZIMMERMAN AND MARY : PENNSYLVANIA NAN KERSTETTER :

:

:

v. :

:

:

THOMAS JOSEPH ZIMMERMAN, : No. 1069 WDA 2020 TIMOTHY LEE ZIMMERMAN AND :

ELIZABETH ANNE PLOUFFE :

:

Appellants :

Appeal from the Judgment Entered October 6, 2020 In the Court of Common Pleas of Clearfield County Civil Division at No(s): 2018-2100-CD

BEFORE: MURRAY, J., KING, J., and MUSMANNO, J. MEMORANDUM BY MUSMANNO, J.: FILED: September 9, 2021 Thomas Joseph Zimmerman (“Thomas”), Timothy Lee Zimmerman (“Timothy”) and Elizabeth Anne Plouffe (“Plouffe”) (collectively, “Defendants”) appeal from the Judgment partitioning in kind certain real property between them and William Harry Zimmerman (“William”), Patricia Zimmerman (“Patricia”) and Mary Nan Kerstetter (“Kerstetter”) (collectively, “Plaintiffs”).1 We affirm.

On December 9, 1960, Harry Zimmerman and Donna Zimmerman (“Mrs. Zimmerman”) (collectively, “the Zimmermans”) acquired by deed

1 Thomas, Timothy, Plouffe, William and Kerstetter are hereinafter referred to as “the Zimmerman siblings.”

certain real property in Clearfield County, Pennsylvania (“the Property”).2 By a deed dated November 19, 1986, the Zimmermans conveyed the Property to themselves, using a survey of the Property to determine its boundaries.3 The Property is divided by State Route 879. One portion, which is comprised of 71.5 acres, has on it a house and outbuildings (“the House Parcel”). The remaining portion, which is comprised of 86.6 acres, has on it a barn (“the Barn Parcel”).

Although Mrs. Zimmerman survived her husband, she passed away on October 11, 2008. Mrs. Zimmerman’s Will provided that the Zimmerman siblings could purchase the property from her Estate for an agreed-upon price. The Zimmerman siblings agreed to purchase the property for $35,318.96 each, for a total of $176,594.80. By separate deeds on or about December 31, 2009, the coexecutors of Mrs. Zimmerman’s Estate conveyed undivided one-fifth interests in the Property to each of the Zimmerman siblings. Thereafter, William added his wife, Patricia, as a joint owner of his one-fifth interest.

2 The deed is recorded in Clearfield County Deed Book Volume 487, at page

29. Of note, a portion of the Property, comprised of 120.78 acres, is situated in Girard Township. The remaining 19 acres of the Property is partially situated in Covington Township, Pennsylvania.

3 This deed is recorded in Clearfield County Deed Book Volume 1132, at page 10.

In 2009, Defendants and Kerstetter created D&H Manor, LLC (“D&H”), a Pennsylvania limited liability company, to manage the Property. On the advice of their attorney, William and Patricia elected not to join D&H. Consequently, William and Patricia have not been included in discussions regarding the management of the Property. Further, the Zimmerman siblings were unable to agree as to the use and management of the Property.

In December 2018, Plaintiffs filed a Complaint for an equitable partition of the Property. See Complaint, 12/14/18. Plaintiffs further sought payment for expenses they incurred that were necessary to maintain the Property. Id., ¶¶ 30-31. Defendants filed an Answer denying that the Property could be “physically divided in a manner that is fair and will not prejudice the rights of some or all of the parties [].” Answer and New Matter, 1/31/18, ¶ 26. Plaintiffs and Defendants agreed that the fair market value of the Property was appraised at $284,000, and that the Property is 149.63 acres in size.

The matter proceeded to a bench trial. At the conclusion of the trial, the trial court directed Plaintiffs and Defendants to submit proposed findings of fact and conclusions of law. Although the Plaintiffs filed Proposed Findings of Fact and Conclusions of Law (the “Proposed Findings and Conclusions”), no filing by Defendants appears of record. On February 10, 2020, the trial court entered an Opinion and Order adopting Plaintiffs’ Proposed Findings and Conclusions. See Trial Court Opinion, 2/10/20, at 1 (adopting Plaintiffs’ Finding and Conclusions). In accordance with the Proposed Findings and

Conclusions, the trial court directed that Plaintiffs receive the Barn Parcel and Defendants receive the House Parcel. See id. at 2. The trial court specifically determined that an in-kind partition of the Property could made without prejudice to the parties, and without “spoiling the whole.” Id. at 2. The trial court valued the House Parcel, which was awarded to Defendants, at $142,000. Trial Court Order, 2/10/20, at 3, ¶ 1. The trial court awarded the Barn Parcel, which it valued at $142,000, to Plaintiffs. Id. at 3, ¶ 2. The trial court directed that contributions of labor and services provided by William and Kerstetter “shall comprise the owelty to equalize the purpart4 values awarded to each sibling.”5 Trial Court Opinion, 2/10/20, at 2.

Defendants timely filed post-trial Motions on February 20, 2020. On March 11, 2020, the trial court scheduled argument for March 20, 2020. However, on March 16, 2020, the Pennsylvania Supreme Court declared “a general, statewide judicial emergency until April 14, 2020, on account of COVID-19.” Supreme Court of Pennsylvania No. 531 Judicial Administration

4 A “purpart” is defined as a “share of an estate formerly held in common; a

part in a division.” Bernstein v. Sherman, 902 A.2d 1276, 1278 (Pa. Super. 2006) (citing BLACK’S LAW DICTIONARY 1249 (7th ed. 1999)).

5 “Owelty” has been defined as “1. Equality as achieved by a compensatory

sum of money given after an exchange of parcels of land having different values or after an unequal partition of real property. 2. The sum of money so paid.” Id. at 1279 n.3 (citations omitted); see also Pa.R.C.P. 1562 (setting forth Part II partition action procedural rule regarding real estate not capable of a proportionate division).

Docket, Order, 3/16/20, at 1. The Order authorized the president judges in the individual judicial districts to, inter alia, “suspend time calculations for the purposes of time computation relevant to court cases … as well as time deadlines[.]” Id. at 2. The Supreme Court extended and expanded the scope of the judicial emergency in several supplemental Orders, directing that the emergency shall cease on June 1, 2020. Supreme Court of Pennsylvania Nos. 531 & 532 Judicial Administration Docket, Order, 5/27/20.

On June 30, 2020, Defendants filed a Praecipe for entry of judgment. 6 Thereafter, Defendants filed a Notice of Appeal, which was docketed at 693 WDA 2020. However, because a portion of the Rule 227.4 timeframe took place during the judicial emergency, on August 17, 2020, this Court entered an Order quashing the appeal, without prejudice, and permitting the trial court to rule on Defendants’ post-trial Motions on or before September 21, 2020. See Zimmerman et al. v. Zimmerman et al., 603 WDA 2020 (Pa. Super. filed August 17, 2020) (order). When the trial court failed to act upon this Court’s Order within the specified time frame, the post-trial Motions were deemed denied. See Morningstar v. Hoban, 819 A.2d 1191, 1195 (Pa. Super. 2003) (explaining that post-trial motions are “denied by operation of

6 There is no indication of record or on the docket of a hearing on Defendants’

post-trial Motions or an order disposing of the Motions. Apparently, Defendants filed the Praecipe pursuant to Pa.R.C.P. 227.4(1)(b), which provides that the prothonotary may enter judgment when the trial court does not enter an order disposing of post-trial motions within 120 days of their filing. See Pa.R.C.P. 227.4(1)(b).

law at the expiration of the 120-day period” following their filing pursuant to Pa.R.C.P. 227.4).

Defendants filed a Praecipe for entry of judgment on October 6, 2020.

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