Zimmerman, W. v. Zimmerman, T.

CourtSuperior Court of Pennsylvania
DecidedSeptember 9, 2021
Docket1069 WDA 2020
StatusUnpublished

This text of Zimmerman, W. v. Zimmerman, T. (Zimmerman, W. v. Zimmerman, T.) 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
Zimmerman, W. v. Zimmerman, T., (Pa. Ct. App. 2021).

Opinion

J-A14040-21

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37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.” J-A14040-21

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.

-2- J-A14040-21

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

-3- J-A14040-21

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).

-4- J-A14040-21

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.

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