Source: http://www.co.somerset.pa.us/courts/legaljournal/property_law.htm
Timestamp: 2017-12-17 00:13:16
Document Index: 210853339

Matched Legal Cases: ['§ 302', '§ 302', '§ 206', '§ 206', '§ 306', '§ 206', '§ 202', '§ 46501', '§ 306', '§ 306', '§ 41', '§ 41', '§ 2307', '§67307', '§ 1437', '§250', '§ 403', '§ 101', '§ 403', '§ 406', '§ 403', '§ 406', '§ 622', '§ 1761', '§ 477', '§ 342', '§ 1', '§5860', '§5860', '§5860', '§5860', '§5860', '§ 5860', '§ 5860', '§ 5860', '§ 5860', '§ 5860', '§ 5860', '§ 5860', '§ 5572', '§ 5572', '§ 1002', '§ 508']

DEEDS – DOCTRINE OF MERGER
Pennsylvania has recognized the doctrine of merger; this doctrine holds that any representations made by the parties prior to or contemporaneous with the execution of the deed are merged into the terms of the deed and if the deed fails to expressly provide for such representations by the parties, they are lost and not considered part of the transaction. Bittner v. Forespring, 60 Som.L.J. 469 (2002) (J. Gibson)
The effect of the doctrine of merger in precluding the applicability of representations made prior to or contemporaneous to the execution of the deed is only operative against those matters and subjects covered by the deed and not the covenants intended to survive the deed's execution. Bittner v. Forespring, 60 Som.L.J. 469 (2002) (J. Gibson)
DEEDS – INTERPRETATION
When construing a deed or contract, it is the intention of the parties at the time of entering in thereto that governs, and such intention is to be gathered from a reading of the entire contract. Bowers v. Uphouse et al., 65 Som.l.J. 238 (2013) (J. Klementik)
A reservation in a deed is to be strongly construed against the grantor. Bowers v. Uphouse et al., 65 Som.l.J. 238 (2013) (J. Klementik)
The inclusion of the words “all the estate, right, title, interest, property, possession, claim and demand whatsoever” following the grant of land in a deed, is not limited to the mere superficies of the land, and evidences the intent of the parties to convey the entire fee in the land to the grantee. Bowers v. Uphouse et al., 65 Som.l.J. 238 (2013) (J. Klementik)
The purpose of a habendum clause is to determine what estate passes. Bowers v. Uphouse et al., 65 Som.l.J. 238 (2013) (J. Klementik)
DEEDS – MISTAKE
To permit variation of a deed description that is complete and unambiguous on its face, there must be evidence of a mutual mistake that is clear, precise and convincing. Bittner v. Forespring, 60 Som.L.J. 469 (2002) (J. Gibson)
If there is a mistake which unilateral and not caused by fault of the other party, but due to the negligence of the one who acted under mistake, there is no basis for relief. Bittner v. Forespring, 60 Som.L.J. 469 (2002) (J. Gibson)
An action in ejectment is an action brought by an individual who, although entitled to possession of a parcel of real estate, is without possession of his/her real estate because a second individual is in actual possession of the parcel. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
The legal action of ejectment began not as a real property action, but as an action in trespass. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Ejectment is a possessory action wherein a plaintiff must prove the right to exclusive possession vis-a-vis proof of paramount title. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Where the kernel of the controversy is the legal title to land, equity is an improper form of action. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
The proper proceeding to try title to land is an action of ejectment at law, rather than an injunctive proceeding at equity. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Equitable defenses are applicable to actions in ejectment. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
When parties to an ejectment action claim their respective titles to a common source, it is not necessary to show title back of the common source. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
The plaintiff has the burden in ejectment actions to prove a right to immediate possession. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
In order to recover in an ejectment action, the plaintiff must show title at the commencement of the action and can recover, if at all, only on the strength of his own title, not because of weakness or deficiency of title in the defendant. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
This rule places upon the plaintiff the burden of proving a prima facie title, which proof is sufficient until a better title is shown in the adverse party. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
The plaintiff in an ejectment suit, as in other cases, need not go further than to make out a prima facie case. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Until and unless the plaintiff has made a prima facie case by showing title sufficient upon which to base a right of recovery, the defendant is not required to offer evidence of his title. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
If it is admitted or shown that both parties derive their title from a common source, neither party need prove anything regarding the prior title to that property. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Further, if the plaintiff traces title to himself from the common source, he thereby makes out a prima facie case in his favor, calling upon the defendant to prove his alleged title if he wishes to defeat the plaintiff’s apparent ownership. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
It is also clear that to support an action in ejectment, the evidence must be sufficient to identify the land in dispute and establish the plaintiff’s right to possession thereof. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
The burden of identifying and locating the land clearly rests upon the plaintiff. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
In this regard, plaintiff has the burden of presenting definite and certain evidence of the boundary of the property in controversy. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Where the plaintiff is unable to establish his boundary line by adequate legal proof, his action must fall and he is not entitled to relief. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
All the language of the deed must be given effect and when the language of the deed is clear and unambiguous the intent of the parties must be gleaned solely from its language. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
When references to maps are made in conveyances, the map is regarded as incorporated into the instrument and given considerable weight in the Court’s resolving of description of property in question. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Evidence of the acreage of land, especially where, as in this case, the number of acres is followed by the words ‘more or less’ has little weight as against specific boundaries and is in its nature an uncertain method of description and often a mere estimate. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Where however, a doubt exists as to the actual location of the boundary and the writing contains no words to definitely fix the line by either metes and bounds or monuments on the ground, evidence of acreage becomes a material factor in the determination of the intention of the parties. Bittner v. Forespring, 60 Som.L.J. 469 (J. Gibson)
Where a husband and wife share possession of real property, a judgment with regard to either spouse’s right to possession is binding on the other spouse so long as one of the spouses appeared and defended the case on the issue of possession. Chase Manhattan Bank v. Petrunak, 61 Som.L.J. 166 (2003) (Cascio, J.)
According to Pa.R.C.P. 1054(b), an abstract of title must be attached to an action in ejectment. Chase Manhattan Bank v. Petrunak, 61 Som.L.J. 166 (2003) (Cascio, J.)
Facts which may constitute a defense to an action in ejectment are, broadly, those which negative an unlawful entry and withholding of the land by the defendant. Chase Manhattan Bank v. Petrunak, 61 Som.L.J. 166 (2003) (Cascio, J.)
EMINENT DOMAIN (TAKING)
Where a declaration of a taking is challenged, a heavy burden rests upon the condemnee to prove that the condemner acted in a fraudulent or capricious manner. Condemnation of Rights of Way Over and Across Property of Robert M. Reed and Kathy T. Reed by the Somerset Township Municipal Authority for Sanitary Sewer Lines and Related Facilities 62 Som.L.J. 85 (2005) (Upor, J.).
In looking at whether the condemner's taking encompassed more property than was necessary, the sole limitation on the exercise of the condemner's power is that it may not appropriate a greater amount of property than is reasonably required for the contemplated purpose. Condemnation of Rights of Way Over and Across Property of Robert M. Reed and Kathy T. Reed by the Somerset Township Municipal Authority for Sanitary Sewer Lines and Related Facilities 62 Som.L.J. 85 (2005) (Upor, J.).
Claims relating to the loss of use or value of buildings and damages are properly raised in a petition for the appointment of a board of viewers, filed pursuant to Section 502 of the Eminent Domain Code. Condemnation of Rights of Way Over and Across Property of Robert M. Reed and Kathy T. Reed by the Somerset Township Municipal Authority for Sanitary Sewer Lines and Related Facilities 62 Som.L.J. 85 (2005) (Upor, J.).
Eminent domain, the inherent power of the government to appropriate private property for public use, is a means to an end. If the goals sought to be achieved are legitimate and the means chosen are reasonably necessary to achieve those goals, then the use of eminent domain is appropriate. Condemnation of Rights of Way Over and Across Property of Robert M. Reed and Kathy T. Reed by the Somerset Township Municipal Authority for Sanitary Sewer Lines and Related Facilities 62 Som.L.J. 85 (2005) (Upor, J.).
EMINENT DOMAIN – BAD FAITH OF CONDEMNOR
The condemnee bears the heavy burden of establishing bad faith to overcome the presumption the condemnor acted properly. Absent abuse of discretion–such a showing of bad faith–the court will not review municipal actions involving discretion. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
EMINENT DOMAIN – DECLARATION OF TAKING REQUIREMENTS
The Declaration of Taking must reference the statute and section the condemnation is authorized under, as set forth in 26 Pa.C.S.A. § 302(b)(2), but we consider an error of recital to be harmless error where the Declaration mistakenly sets forth the incorrect section granting the power to condemn. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
We consider failure of the Condemnor to include in the Declaration of Taking a statement that plans showing the property condemned is on the same day being filed for record–in accordance with 26 Pa.C.S.A. § 302(b)–to be harmless error where the Condemnees failed to allege any prejudice due to this omission and a Notice of Condemnation was, in fact, later recorded and properly indexed. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)\
EMINENT DOMAIN – FAILURE TO OBTAIN APPROVAL BY RESOLUTION
No political subdivision shall exercise eminent domain authority against land that is situated in another political subdivision without the approval by resolution of the governing body of the political subdivision in which the land is located. 26 Pa.C.S.A. § 206(a). In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
The language of Section 206 prohibiting extraterritorial takings without first obtaining a resolution is clear and mandatory. The legislature set out only three specific exceptions where a resolution does not have to be obtained. 26 Pa.C.S.A. § 206(b). In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
Failure to raise by preliminary objections challenges to the declaration of taking or procedure followed by the condemnor shall constitute a waiver. 26 Pa.C.S.A. § 306. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
No precedent exists regarding failure to raise a violation of Section 206 by preliminary objection. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
We are not inclined to hold that a party, by its own error, may waive what is required by law between two political subdivisions–that Section 206 was contemplated as procedure to be objected to or waived under Section 306–essentially allowing an extraterritorial taking by one political subdivision in the face of mere silence by another coupled with a procedural mistake of a party. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
The Condemnor was bound to comply with 26 Pa.C.S.A. § 206 if it intended to exercise eminent domain over the entirety of property located part in two political subdivisions. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
A party by its own error may not waive Section 206, so it is of no matter that the Condemnees did not raise it in their Preliminary Objections. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
Because the Condemnees will suffer no additional prejudice if an approval by resolution is obtained without delay hereafter, failure to obtain approval by resolution prior to an extraterritorial taking renders the Declaration of Taking flawed but not fatally defective. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
It is the obligation of the party, not of the court, to either have originally filed a statutorily compliant declaration of taking or properly amend and re-file the declaration of taking. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
EMINENT DOMAIN – POWER AND RIGHT TO CONDEMN
The Eminent Domain Code provides political subdivisions, such as boroughs, are authorized to exercise the power of eminent domain. 26 Pa.C.S.A. § 202. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
The Borough Code empowers a borough to exercise eminent domain over private property for, among other things, the changing of watercourses. 53 P.S. § 46501. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
EMINENT DOMAIN – PRELIMINARY OBJECTIONS
Eminent domain preliminary objections are the exclusive procedural means for challenging the power or right of the condemnor to take the property, the declaration of taking, and procedure followed by the condemnor. 26 Pa.C.S.A. §§ 306(a)(3)(i), (iii), (iv). In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
The Rules of Civil Procedure do not apply to eminent domain proceedings. 26 Pa.C.S.A. § 306 provides the rule governing disposition of eminent domain preliminary objections. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
EMINENT DOMAIN – PUBLIC PURPOSE
We are satisfied there is a clear public purpose in the use of eminent domain power to condemn private property in this instance where the economic and practical fit of the decision to condemn is weighed against the inconvenience and economic impact on the owners who will be assured full, fair, and just compensation through the eminent domain process. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
EMINENT DOMAIN – REQUIREMENT OF A PLAN
Reference to the presentation, attachment, incorporation, or notice of a “plan” in the Eminent Domain Code is only required when a partial taking is contemplated, and there is no error to the failure to refer to a plan when an entire parcel in fee is being condemned. In Re Condemnation of Property Now Owned by Benford, 63 Som.L.J. 319 (2007) (Klementik, J.)
Owners of improved and occupied land shall erect and maintain an equal part of all line or division fences between them . . . 29 P.S. § 41. Larry Shelley & Maxine Shelley v. Samuel W. Geary & Shirley A. Geary and Neal F. Ansell & Norma Ansell, 64 Som.L.J. 32 (2009) (Klementik, J.).
A “line fence” is a fence built along the boundary line of a farm or ranch, and a “division fence” is a fence separating adjacent areas of the same farm or ranch. Larry Shelley & Maxine Shelley v. Samuel W. Geary & Shirley A. Geary and Neal F. Ansell & Norma Ansell, 64 Som.L.J. 32 (2009) (Klementik, J.).
The Fence Law statute, 29 P.S. § 41 does not compel a residential use landowner to share in the cost of installation and maintenance of a line fence, the primary purpose of which is for the containment of the adjoining landowner’s livestock. Larry Shelley & Maxine Shelley v. Samuel W. Geary & Shirley A. Geary and Neal F. Ansell & Norma Ansell, 64 Som.L.J. 32 (2009) (Klementik, J.).
An implied warranty of quiet enjoyment applies in regard to every lease of real property. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
An implied covenant of quiet enjoyment in a lease is breached when a tenant's possession is impaired by acts of the lessor or those acting under him, or of the holder of a better title. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
The test to be applied is: Whether the breach is so substantial as to justify an injured party's regarding the whole transaction as at an end is a question of degree; and must be answered by weighing the consequences in the actual custom of men in the performance of contracts similar to the one that is involved in the specific case. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
INTEREST IN LAND – EASEMENTS
All grantees within a subdivision plan receive an easement in any street or alley which is included in the recorded plan. Long v. Hoover & Pritts & Rockwood Borough, 50 Som.L.J. 154
Owners of lots that originate with a grantor who created a subdivision plan do not have an easement in the subdivision's streets and alleys if their lots are excluded from the recorded plan. Long v. Hoover & Pritts & Rockwood Borough, 50 Som.L.J. 154
The grantee of a lot with a deed that describes the boundary of the property as a private alley takes an easement extending over the entire right of way. Long v. Hoover & Pritts & Rockwood Borough, 50 Som.L.J. 154
An easement by prescription requires adverse, open, notorious, continuous and uninterrupted use for at least twenty-one years. Long v. Hoover & Pritts & Rockwood Borough, 50 Som.L.J. 154
To obtain an easement by prescription, one need not show constant use of the easement, but must show a settled course of conduct that indicates a belief that one is exercising a property right. Long v. Hoover & Pritts & Rockwood Borough, 50 Som. 154
Use of an easement on another's property will be presumed to be permissive and not adverse where the servient tenement is owned by a relative. Long v. Hoover & Pritts & Rockwood Borough, 50 Som.L.J. 154
Exclusive use does not mean that the easement must be used by only one person, but simply that his or her right shall not depend for its enjoyment upon a similar right in others. Barnes, et al. v. North Fork Golf and Tennis Club, 51 Som.L.J. 179
Where one uses an easement whenever he sees fit, without asking leave, and without objection, it is adverse, and an uninterrupted adverse enjoyment for twenty-one years is a title which cannot be afterwards disputed. Barnes, et al. v. North Fork Golf and Tennis Club, 51 Som.L.J. 179
The owner of land has the burden of proving that the use of the easement was under some license, indulgence, or special contract inconsistent with the claim of right by the other party. Barnes, et al. v. North Fork Golf and Tennis Club, 51 Som.L.J. 179
In acquiring an easement by prescription, tacking is permissible even in the absence of specific conveyance of the right. Barnes, et al. v. North Fork Golf and Tennis Club, 51 Som.L.J. 179
When reviewing claims of an express easement, the rights conferred by an alleged grant of an express easement must be ascertained solely from the language of the easement agreement, provided that the language of the agreement is unambiguous. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
Where language is unambiguous, we must refer solely to the words in the deed. It is a well-established rule of law that in the construction of deeds, we are to consider the meaning of the words…rather than what the parties may have intended, and that the nature and quantity of the real estate interest conveyed must be ascertained from the deed itself and cannot be shown by parol evidence. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
An easement by implication requires unity of title. It also requires separation of title, and that prior to the separation of title…the use which gave rise to the easement had been so long continued and so obvious or manifest as to show that it was meant to be permanent. The easement must also be reasonably necessary to the beneficial enjoyment of the land granted or retained. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
We have found no authority stating that the unity of title requirement for an easement by implication cannot have been created where the unity of title resided with the Commonwealth. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
Where, during the unity of title, an apparently permanent and obvious servitude is imposed on one part of an estate in favor of another part, which servitude at the time of the severance, is in use and is reasonably necessary for the fair enjoyment of the other part of the estate, then upon severance of the ownership, a grant of the right to continue such use arises by implication of law. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
In this case, for an implied easement to have been created, it must have been in existence at the time the Commonwealth patented the first tract in 1810. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
Case law indicates that a relaxed burden of proof is “demanded when dealing with a right of ancient origin too remote to be capable of direct proof.” Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
To establish an easement by necessity, a property owner must prove: (1) the titles to the property in question and the property over which the alleged easement exists had once been held by one person; (2) this unity of title had been severed by a conveyance of one of the tracts; and (3) the easement was necessary in order for the owner of the property in question to use his land, with the necessity existing both at the time of the severance and at the time of the exercise of the easement. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
However, the scope of an easement by necessity is determined using a “reasonable necessity standard,” that is, the scope of the easement may be enlarged from its original use in order to meet the reasonable needs…of the dominant estate…in so far as it may be consistent with the full reasonable enjoyment of the servient tenement. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
An easement by prescription is created by adverse, open, continuous, notorious and uninterrupted use of land for the prescriptive period – in Pennsylvania, that period is for 21 years. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
It is settled law that permissive use cannot ripen into prescription. And where a familial or fiduciary relationship exists, permissive use will be presumed. Permissive use terminates upon the transfer of ownership in the servient tenement. Merrill v. Brown, 66 Som.L.J. 10 (2016) (Bittner, J.)
INTEREST IN LAND – LICENSES
Ordinarily, a license is a revocable privilege, however, a license will become irrevocable if the licensee makes substantial expenditures of money or labor in reliance on the permitted use. Croner, Inc. v. Popovich, 53 Som.L.J. 133
The concept of irrevocable licenses is based on equitable considerations in the application of the law of equitable estoppel. Croner, Inc. v. Popovich, 53 Som.L.J. 133
For a license to become irrevocable based on expenditures of money or labor, the licensee's expenditure must be substantial. Croner, Inc. v. Popovich, 53 Som.L.J. 133
The permanence of the alterations or improvements is important only insofar as it demonstrates a substantial investment. Croner, Inc. v. Popovich, 53 Som.L.J. 133
In the instant case, an irrevocable license was created by virtue of the permission given to the licensee for use of the haul road and the lack of objection to that use until the grantor's death, some thirty-five years later. Croner, Inc. v. Popovich, 53 Som.L.J. 133
In the instant case, the expense of constructing improvements to the coal processing, loading and preparation facilities were substantial. Croner, Inc. v. Popovich, 53 Som.L.J. 133
The fact that the improvements theoretically could be removed, or that alternative access obtained, is not dispositive. Croner, Inc. v. Popovich, 53 Som.L.J. 133
Successors-in-title take subject to the irrevocable license if they had notice of the licenses' existence prior to purchasing the burdened land. Croner, Inc. v. Popovich, 53 Som.L.J. 133
The irrevocable license did not permit licenses to construct a sediment pond since the grantors did not consent to such an undertaking and the licensee can demonstrate no reliance other than for use of the haul road. Croner, Inc. v. Popovich, 53 Som.L.J. 133
INTEREST IN LAND – PRESCRIPTIVE EASEMENT
The proper action to obtain legal title of a prescriptive easement is by filing an action to quiet title. King v. Buck, 60 Som.L.J. 456 (J. Gibson)
Averments in a pleading to which a responsive pleading is required are admitted when not denied specifically or by necessary implication. A general denial or a demand for proof, except as provided by subdivisions (c) and (e) of this rule, shall have the effect of an admission. Pa.R.C.P. 1029 (b). King v. Buck, 60 Som.L.J. 456 (J. Gibson)
An easement by prescription arises by adverse, open, continuous, notorious, and uninterrupted use of land for twenty-one years. King v. Buck, 60 Som.L.J. 456 (J. Gibson)
These elements must be proven by clear and positive evidence. King v. Buck, 60 Som.L.J. 456 (J. Gibson)
Where one uses an easement whenever he sees fit, without asking leave, and without objection, it is adverse, and an uninterrupted adverse enjoyment for twenty-one years is a title which cannot be afterwards disputed. King v. Buck, 60 Som.L.J. 456 (J. Gibson)
INTEREST IN LAND – PUBLIC USE
A right of way may become a public road when the owner dedicates it and it is accepted by the municipality or when a borough gives notice to all abutting land owners that it is opening a public road, giving them the right to protest the opening. Long v. Hoover & Pritts & Rockwood Borough, 50 Som. 154
A right of way, which is part of a recorded plan, may become a public street when used by the public for twenty-one years if at least fifty percent of the abutting landowners consent. Long v. Hoover & Pritts & Rockwood Borough, 50 Som. 154
Public use of an unpaved area only on foot is insufficient to create a public street. Long v. Hoover & Pritts & Rockwood Borough, 50 Som. 154
Every road which has been used for public travel and maintained and kept in repair by the township for a period of at least twenty-one years is a public road having a right-of-way of 33-feet even though there is no public record of laying out or dedication for public use of the road. Second Class Township Code, 1933, May 1, P.L. 103, No. 69, § 2307, added 1995, Nov. 9, P.L. 350, No. 60, §67307. Southampton Township v. Troutman, 59 Som.L.J. 11 (2001) (P.J. Fike).
Where a Township has provided regular maintenance, albeit non-exclusive, for a period of at least twenty-three years, and has then provided maintenance exclusively for the next succeeding eighteen years, the statutory prerequisite is met, and the past performance of maintenance by a private citizen and their predecessors does not destroy the public right. Southampton Township v. Troutman, 59 Som.L.J. 11 (2001) (P.J. Fike).
Although a Township does not work on a public road at regular intervals, it is not necessary that the maintenance be performed in accordance with a strict, regular, and regimented schedule, it is sufficient that maintenance is performed when necessary and continues for the prerequisite period of time. Southampton Township v. Troutman, 59 Som.L.J. 11 (2001) (P.J. Fike).
The public right to a road cannot be lost by a nonuser or by cessation of maintenance after the required twenty-one year period has passed. Southampton Township v. Troutman, 59 Som.L.J. 11 (2001) (P.J. Fike).
When a road is maintained by a township in the manner and over the period of time as in the instant case, a private person cannot annul the public right by also repairing and maintaining the road. Southampton Township v. Troutman, 59 Som.L.J. 11 (2001) (P.J. Fike).
When a Township repairs and maintains a road when deemed necessary, without objection by the previous owners of the road, for twenty-two years, and have maintained the road exclusively for an additional twenty years, the statutory prerequisites are met and the road has become a public road. Southampton Township v. Troutman, 59 Som.L.J. 11 (2001) (P.J. Fike).
The selection of a right-of-way is a matter for the public utility and will not be set aside unless the powers conferred upon the public utility are wantonly, capriciously, or arbitrarily exercised. Condemnation of Rights of Way Over and Across Property of Robert M. Reed and Kathy T. Reed by the Somerset Township Municipal Authority for Sanitary Sewer Lines and Related Facilities 62 Som.L.J. 85 (2005) (Upor, J.).
LANDLORD & TENANT – DUTIES OF LANDLORD
A landlord has no duty to mitigate damages by re-letting. Frick v. Sorsaia, 54 Som. L.J. 202 (Sep. 8, 1995) (Fike, P.J.)
LANDLORD & TENANT – EVICTION
Federal Regulation 24 C.F.R. 247.4 establishes the manner by which notification of an eviction shall be made to a public housing tenant. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
The defendant's son's arrest is an uncommon and objective basis for termination that does not require the notification of an exact time, date, and location. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
Interpretation of recently enacted regulatory language of 24 C.F.R. 966.4 and its effect on the duty of a landlord to consider mitigating factors before the termination of residency, presents a case of first impression. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
Generally, statutory and regulatory "words must be given their common and clear everyday meaning..." and should also be "read in pari materia so as to give effect to all parts of the legislation if at all possible." Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
Housing authorities are directed to enter into leasing agreements providing the right to evict a tenant for the drug related criminal activity of any member of the household pursuant to 24 C.F.R. 966.4(l)(5)(B), which is clearly written and not conditioned upon the consideration of mitigating factors. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
The use of the auxiliary verb "may" in 24 C.F.R. 966.4(l)(5)(vii)(B) was meant to express the mere possibility of the consideration of mitigating factors rather than a requirement for such consideration; furthermore, 966.4 subsections (l)(5)(vii)(B) and (l)(5)(i)(B) are more consistent with one another when "may" is interpreted in this manner. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
HUD's decision to remove the consideration of mitigating factors language contained in the former regulation is not insignificant and emphasizes the non-mandatory nature of the consideration of mitigating factors. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
The Supreme Court has indicated that a broad level of discretionary authority has been delegated to housing authorities in these circumstances. Housing Authority of Somerset County v. Hoffman, Paula L., 61 Som.L.J. 254 (2004) (Fike, II, P.J.)
Notification of termination of a residential lease is defective when it merely alleges that defendants created and permitted "loud and disturbing noises in or about their apartment at all hours of the day and night." Furthermore, it is clearly unreasonable to expect a person to adequately defend themselves against such bare assertions, and as a result of these deficiencies, defendants were denied due process. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
The defendant's son's arrest is an uncommon and objective basis for lease termination that does not require the landlord to provide the defendant notification of an exact time, date, and location of the incident. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
While the federal regulatory language previously required a housing authority to consider mitigating factors before the eviction of a tenant, changes to the regulation indicate a change in the intent and meaning of the regulation. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
Generally, statutory and regulatory words must be given their common and clear everyday meaning and should also be read in pari materia so as to give effect to all parts of the legislation if at all possible. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
Housing authorities are directed to enter into leasing agreements providing the housing authority with the right to evict a tenant for the drug related criminal activity of any member of the household. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
Use of the word "may" in the federal housing regulation was meant to express the mere possibility of the consideration of mitigating factors rather than a requirement for such consideration. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
The United States Supreme Court displayed great deference to the broad discretionary powers given to HUD through 42 U.S.C. § 1437d(l)(6) and passed along to housing authorities by 24 CFR 966.4(l)(i)(2001). Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
The plain language of the Federal Regulations does not require, but rather allows for, discretionary consideration of mitigating factors when evicting a tenant for drug-related criminal activity. Housing Authority v. Hoffman, 63 Som.L.J. 44 (2006) (Fike, P.J.)
LANDLORD & TENANT – PUBLIC HOUSING
LANDLORD & TENANT – TENANCY DURATION
Pursuant to 68 P.S. §250.501, a landlord desirous of repossessing real property from a tenant may notify the tenant in writing to remove from the premises, (1) at the expiration of the time specified in the notice when the term of the lease has terminated, (2) upon forfeiture of the lease for breach of its conditions, or, (3) upon failure of the tenant, upon demand, to satisfy any rent reserved and due. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
If the landlord chooses to utilize the third option, there must be both a demand for payment and a notice to quit, for these actions are two entirely different steps that a landlord must pursue before declaring a forfeiture of a lease. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
A tenancy-at-will can be terminated at any time, provided notice is given within thirty days before bringing the action, and that in the case of the expiration of a term where the lease is for any term of less than one year, the notice shall specify that the tenant shall remove within thirty days from the date of service of this notice. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
The purpose of a demand for payment is to afford the tenant a reasonable opportunity to make payment. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
The purpose of a notice to quit is to give the tenant time to prepare for eviction once he has failed to respect the demand and further to evidence the fact that the landlord is exercising his option to repossess the premises. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
The law is clear that when a tenant in possession under a lease continues as a hold over tenant, the law implies a new lease on the same terms and subject to the same covenants and conditions as those contained in the original lease. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
However, if such hold over tenant continues in possession after receiving notice from the landlord of a change in the terms of the lease, the holding over is construed as acceptance of the new terms. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
A hold over tenant is defined as a tenant who retains possession after the expiration of a lease, or after a tenancy-at-will has been terminated. Reckner v. Baker, 59 Som.L.J. 327 (2002) (Gibson, J.).
MORTGAGES – ACT 6 & ACT 91
41 P.S. § 403 provides that the Act 6 notice must be sent at least thirty days in advance of any foreclosure. Promistar Bank v. Will, 59 Som.L.J. 374 (2002) (Gibson, J.).
Act 91 requires that a notice be sent after the mortgagor is at least 60 days contractually delinquent in his mortgage payments, and the notice must give the mortgagor thirty days to receive consumer credit counseling. Promistar Bank v. Will, 59 Som.L.J. 374 (2002) (Gibson, J.).
The requirement to provide the Act 6 Notice does not apply to residential mortgages in excess of $50,000.00. Manufacturers and Traders Trust Co. et al. v. Cramer, 60 Som.L.J. 202 (Gibson, J.).
Act 91 Notice, Notice of Homeowners Emergency Mortgage Assistance, requires that a notice be sent after the mortgagor is at least 60 days contractually delinquent in his mortgage payments, and the notice must give the mortgagor thirty days to receive consumer credit counseling. Manufacturers and Traders Trust Co. et al. v. Cramer, 60 Som.L.J. 202 (Gibson, J.).
In the strictest sense, out of the definitions section of Act 6, 41 P.S. § 101, a residential mortgage means an obligation to pay a sum of money in an original bona fide principal amount of $50,000 or less, evidenced by…. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
The general authority found in section 1680.401(c) of the Homeowner's Emergency Assistance Act indicates that the term "mortgage" shall include any obligation evidenced by a security document and secured by a lien upon real property located within the Commonwealth. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
Due to the applicability of the mortgage at issue herein as a "mortgage" under Act 91, and with the Act 6 notices provided within the Act 91 notice to the Defendant herein, the Defendant may exercise his rights under Act 6 relative to cure of his default and the opportunity to place himself in the same position he would otherwise have been without the initial default. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
The Court has been unable to find any cases that have taken the step to include the Act 6 maximum lawful rate of interest to mortgages in excess of $50,000.00 and accordingly, we decline to do so in this case. We are, however, still of the opinion that the notice requirements of Act 6 are applicable to the subject residential mortgage due to the broader definition found in Act 91. Act 91 makes no specific referral to the maximum lawful interest rate provisions of Act 6 and, accordingly, we decline to make the connection. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
Act 6 is an attempt to regulate the process by which the lender recovers under its mortgage obligation. See 41 P.S. § 403. Within this context, through 41 P.S. § 406, the legislature balanced the competing interests and established certain bright line rules for determining a residential mortgagee's right to pass on its legal expenses to the borrower. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
Act 6 allows a residential mortgage lender to charge the debtor with its actual and reasonable attorney's fees. A determination of reasonableness requires the Court to engage in a lodestar analysis that takes into consideration the number of hours reasonably expended times a reasonable hourly rate increased or decreased depending upon any additional factors involving case contingency or work product quality. The issue in these cases is not necessarily the amount of fees the attorney has charged to the Plaintiff-Lender; it is rather the reasonable amount of fees to be charged back to the Defendant-Borrower. It is inherent in the statute that, in a particular case, a lender may not receive full reimbursement for legal expenses, which it may have reasonably incurred. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
Act 6 is designed to be a consumer protection statute. Aside from providing mortgage debtors with advance notice and understanding of their default prior to the commencement of foreclosure proceedings, the statute protects the debtor from over zealous mortgage foreclosure activity and provides the debtor with time to work on options. Mooring Capital Fund, LLC v. John A. Dramesi, 63 Som.L.J. 23 (2006) (Klementik, J.).
Pursuant to 41 P.S. § 403, Notice of Intention to Foreclose shall be in writing, sent to the residential mortgage debtor by registered or certified mail at his last known address. Manufacturers and Traders Trust Co. et al. v. Cramer, 60 Som.L.J. 202 (Gibson, J.).
A mortgage foreclosure is strictly "de terris" in nature. Manufacturers and Traders Trust Co. et al. v. Cramer, 60 Som.L.J. 202 (Gibson, J.).
MORTGAGES – GENERALLY
A mortgage is a transaction where real property is transferred solely for the purposes of serving as security, and where no sale is intended. In essence, a mortgage is a defeasible deed requiring the grantee to reconvey the property held as security to the grantor upon satisfaction of the underlying debt or the fulfillment of established conditions. Breining v. Breining, 54 Som. 54
Although a mortgage is usually accompanied by a bond and warrant, or promissory note, the mortgage alone is a valid instrument and may be enforced without the existence of a separate bond and warrant. Breining v. Breining, 54 Som. 54
No particular form of words is necessary to form a mortgage. It is usually required that the instrument be in writing, be signed by the owner of the particular property mortgaged and that it specify the debt for which it is security. Breining v. Breining, 54 Som. 54
A mortgage, to be effective, must also describe the property sufficiently to enable it to be located and identified. Breining v. Breining, 54 Som. 54
A mortgage consists of a conveyance of the property and a defeasance, which is an agreement that the conveyance shall be as security only and shall cease when the debt is paid. It is this defeasance which converts an otherwise absolute conveyance into the pledge called a mortgage. Breining v. Breining, 54 Som. 54
An instrument is not a deed but a mortgage when the conveyance is expressly subject to the right of redemption by the grantor. The reservation, or defeasance clause, is what gives character to the instrument, and reduces it to a mere security or mortgage. Breining v. Breining, 54 Som. 54; Resolution, Petition to Appoint a Receiver, 56 Som. 150
41 P.S. § 406(2) provides that attorney's fees which are reasonable and actually incurred by the residential mortgage lender may be charged to the residential mortgage debtor. Manufacturers and Traders Trust Co. et al. v. Cramer, 60 Som.L.J. 202 (Gibson, J.).
Priority between two mortgagees remains a race to the recorder’s office. As 21 P.S. § 622 makes clear: all mortgages shall have priority according to the date of recording the same, without regard to the time of making or executing such deeds. U.S. Bank National Association v. Maldet, 63 Som.L.J. 277 (2007) (Klementik)
We find that Nationstar’s improper filing is insufficient to establish its right to first priority. U.S. Bank National Association v. Maldet, 63 Som.L.J. 277 (2007) (Klementik)
Under Pa.R.Civ.P. 3136, any person who claims an interest in the proceeds of a sheriff’s sale must submit exceptions to the sheriff following the sale. At that time, the court may consider whether that person also has a right to the proceeds of the sale. U.S. Bank National Association v. Maldet, 63 Som.L.J. 277 (2007) (Klementik)
Foreclosure action is an in rem—or more accurately, “de terris”—proceeding. Accordingly both mortgagees may still proceed against the defendant in personam based on her personal liability on their respective notes. U.S. Bank National Association v. Maldet, 63 Som.L.J. 277 (2007) (Klementik)
OIL AND GAS LAW – MINERAL RIGHTS
The word “surface” when used in law, is seldom, if ever, limited to mere geometrical superficies. Bowers v. Uphouse et al., 65 Som.L.J. 238 (2013) (J. Klementik).
Under the “Dunham Rule” a rebuttable presumption exists that the word “mineral” when used in a deed reservation or exception, does not include oil or natural gas. Bowers v. Uphouse et al., 65 Som.L.J. 238 (2013) (J. Klementik).
The “Dunham Rule” continues to be the law of Pennsylvania, and the party advocating for the inclusion of natural gas within the deed reservation bears the burden of pleading and proving by clear and convincing evidence that the intent of the parties who executed the reservation was to include natural gas. Bowers v. Uphouse et al., 65 Som.L.J. 238 (2013) (J. Klementik).
When a deed conveys the surface to one party, and the coal underlying the surface to another party, the surface is meant to include all the earth, soil, or land that lies above and is superincumbent upon the coal. Bowers v. Uphouse et al., 65 Som.L.J. 238 (2013) (J. Klementik).
If a grantor intends to reserve the rights to oil and natural gas, they are required to specifically identify and list these minerals in the reservation. Bowers v. Uphouse et al., 65 Som.L.J. 238 (2013) (J. Klementik).
Such gas as is present in coal must necessarily belong to owner of the coal, so long as it remains within his property and subject to his exclusive dominion and control. Bowers v. Uphouse et al., 65 Som.L.J. 238 (2013) (J. Klementik).
Historically, the Sheriff's Interpleader proceeding has been limited to a determination of whether the petitioner's property claim was colorable or not frivolous. Petropulos v. Karsnak and Surftex, 58 Som.L.J. 325 (2000) (J. Cascio).
Rule 3213 changed the Sheriff's Interpleader procedure to allow for a complete determination of the ownership of contested property. Petropulos v. Karsnak and Surftex, 58 Som.L.J. 325 (2000) (J. Cascio).
The burden of proving ownership of the property in dispute rests with the claimant. The claimant must prove his claim by clear and convincing evidence. Petropulos v. Karsnak and Surftex, 58 Som.L.J. 325 (2000) (J. Cascio).
The Private Road Act, 36 P.S. § 1761 et seq., “creates a statutorily granted privilege allowing a private citizen to condemn the land of a neighbor to permit access from a landlocked parcel to a public road.” In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
Under the Act, “[the] neighbor is entitled to fair and just compensation for the land taken[,]” which is established upon the presentation of “adequate evidence of the fair market value of that land to determine the exact amount of damages due his neighbor.” In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
The damages sustained by the owners of the land through which any private road may pass shall be estimated in the manner provided by the Eminent Domain Code as if it were a public road. In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
Just compensation shall consist of the difference between the fair market value of the condmnee’s entire property interest immediately before the condemnation and as unaffected by the condemnation and the fair market value of the property interest remaining immediately after the condemnation and as affected by the condemnation. In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
Fair market value shall be the price that would be agreed to by a willing and informed seller and buyer. In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
A properly appointed board of viewers constitutes an independent tribunal, and while its findings are subject to review, its authority may not be infringed upon by a trial court’s substitution of its judgment for that of the viewers. In reviewing the report of a board of viewers, a trial court may confirm it or reject it and direct a review. [A trial court’s] [a]ppellate review is limited to ascertaining the validity of the [Board’s] jurisdiction, the regularity of the proceedings, questions of law, and whether there has been an abuse of discretion. In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
A road is not “taken, deemed and allowed to be a lawful public road or highway, or private road, as the case may be[,]” until a final order of the court is entered. In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
In addition to being an error of law, it would be patently inequitable to order Respondents accept $5,500.00 in 2010 dollars as just compensation for the condemnation of property no long sitting in 1986. In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
“In laying out a private road under the Act, the location of the road is entirely within the discretion of the board of view[,]” whose decision will not be “disturb[ed] . . . absent a manifest abuse of discretion.” In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
Courts are not to hold that a board of view abused its discretion regarding the placement of a road if it (1) “viewed the properties in question”; (2) “held the appropriate hearings”; and (3) “considered both of the plans presented and made findings supported by competent evidence to justify its choice of plan.” In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
Neither the Board, nor the Court, has any discretion in determining whether a petitioner must erect a fence around the private road. Section 2735 of the Act plainly states “[a]ll private roads shall be opened, fenced and kept in repair by and at the expense of the person or persons respectively at whose request the same were granted and laid out, and be their heris and assigns.” In Re: Petition of J. Stuart Van Nosdeln and Joann Van Nosdeln, 64 Som.L.J. 369 (2010) (Klementik, J.).
RECREATION USE OF LAND & WATER ACT
The Recreation Use of Land and Water Act, 68 Pa. C.S.A. § 477-1, et seq., provides that a landowner will not be required to keep his premises safe or to warn of dangerous conditions, uses, structures, or activities thereon. Immunity from liability is lost if the landowner charges a fee or if injury results from the landowner's willful or malicious failure to warn. Bell v. PBS Coals, Inc., 55 Som. L.J. 7 (1997) (Fike, P.J.)
The phrase "willful or malicious" conduct under the RULWA is the same duty as is owed to gratuitous licensees under the Restatement (Second) of Torts § 342. Bell v. PBS Coals, Inc., 55 Som. L.J. 7 (1997) (Fike, P.J.)
Where there are factual disputes regarding visibility, warning and awareness of risks, summary disposition will be denied. Bell v. PBS Coals, Inc., 55 Som. L.J. 7 (1997) (Fike, P.J.)
It is well-settled in this Commonwealth that restrictive covenants must be construed in light of their language, their subject matter, the intent or purpose of the parties, and the conditions surrounding their execution. Parol or extrinsic evidence is not admissible to explain the intent of [a clear and incontrovertible restrictive covenant, but] is admissible to prove the intent of the parties when the written instrument is vague and ambiguous. Beamer v. Shockey, 63 Som.L.J. 137 (2005) (Fike, P.J.)
Interpreting an ambiguous contractual term [or restrictive covenant] is a matter of fact, while determining whether or not there is in fact an ambiguity in the contract [or covenant] is a matter of law. Beamer v. Shockey, 63 Som.L.J. 137 (2005) (Fike, P.J.)
The plaintiffs seek a judicial determination that the term "restaurant," as used in the restrictive covenant, encompasses an establishment that not only offers dine-in services, but also, take-out and drive-thru, as well. Because the defendant stands in opposition to such a legal declaration, it is apparent that an actual controversy exists, and that the defendant's Preliminary Objections must be overruled. Beamer v. Shockey, 63 Som.L.J. 137 (2005) (Fike, P.J.)
In Pennsylvania, “Restrictive covenants [that] restrict the use of property, although not favored by the law, are legally enforceable.” To determine whether one is enforceable, a court is to “ascertain the intentions of the parties by examining the language of the covenant in light of the subject matter thereof, the apparent purpose of the parties and the conditions surrounding execution of the covenant.” J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
A particular use of one’s property or the erection of a particular building upon it violates “a restrictive covenant only if it is in clear defiance to the provisions imposed by the covenant.” J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
It is well established that “the intent of the parties governs and that such intent must be ascertained from the . . . instrument.” However, “[w]here an ambiguity exists[,] [a court] may consider extrinsic evidence of the parties’ intent.” J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
An ambiguity may be either patent or latent. “A patent ambiguity appears on the face of the instrument and arises from the defective, obscure, or insensible language used. Latent ambiguities arise from extraneous or collateral facts [that] render the meaning of a written contract uncertain although the language, on its face, appears clear and unambiguous.” J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
“It is only in the case of latent ambiguity that the court is permitted to go outside the writing to make the initial determination of where an ambiguity exists.” J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
Thus, the Court must first determine whether an ambiguity exists. If, and only if, one does, it may consider evidence extrinsic to the instruments in which the Covenant appears. J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
Restrictions limiting the right of the owner to deal with his land as he may desire fall naturally into two distinct classes, the one consisting of restrictions of the type and number of buildings to be erected thereon, and the other on the subsequent use of such buildings. The restrictions in the former class are concerned with the physical aspect or external appearance of the buildings, those in the latter class with the purposes for which the buildings are used, the nature of their occupancy, and the operations conducted therein as affecting the heath, welfare, and comfort of the neighbors. J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
The Court holds that the intention of the Covenant is to prevent the construction of the “prefab home” that is the subject of the contingent land sale agreement. J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
The term “modular home,” which is also known as a “prefabricated” or “industrialized” home is unambiguous. It refers to a home that is erected or constructed on a permanent foundation with standardized sections that were fabricated by a manufacturer off-site and transported to a residential lot. It is not a mobile home: a mobile home is a home that has a permanent chassis and may be used as a dwelling with or without a permanent foundation. It is also not a “stick-built” home: a “stick-built” home is a home that is constructed of a permanent foundation with one ordinary building material – not prefabricated, standardized section - at a time. J.S. Land Company v. Tamburino, 64 Som.L.J. 402 (2010) (Loughran, S.J.).
SHERIFF’S SALE OF REAL PROPERTY
Mere inadequacy of price is not sufficient to set aside an execution sale of real estate; gross inadequacy of price, however, may constitute grounds to set aside a sheriff's sale, if equity compels such a result. Emigrant Savings Bank v. Plaza Nine, Inc., 51 Som. 173
The objecting party has the burden to prove the gross inadequacy by providing accurate appraisals by experts or other competent evidence. Emigrant Savings Bank v. Plaza Nine, Inc., 51 Som. 173
Factors involved in determining value of shopping mall discussed infra. Emigrant Savings Bank v. Plaza Nine, Inc., 51 Som. 173
Where the sale price is not grossly inadequate and where there is insufficient evidence that a resale would bring a higher price and no assurance of additional prospective bidders or of the probability of a higher bid, resale will not be ordered. Emigrant Savings Bank v. Plaza Nine, Inc., 51 Som. 173
Gross inadequacy of price may constitute grounds to set aside a sheriff's sale, if equity compels such a result. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
It is the objecting party's burden to prove gross inadequacy of price by providing accurate appraisals by experts or other competent evidence. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
Outstanding liens and judgments must be considered in determining adequacy of the sale price at a sheriff's sale. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
Petitioner has presented insufficient evidence of the probability of a substantially higher sales price or potential bid being obtained in the sale of real property, where petitioner testifies that he had presented proposals to prospective buyers yet produces no details or witnesses; there exists no evidence of a definite offer to purchase during the last several years in which the property had been placed on the market; and petitioner did not offer to post a bond in order to guarantee a higher bid. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
The fact that plaintiff-execution creditor's judgment was entered in an amount comparable to appraisals of the value of real property subject to a sheriff's sale, coupled with the lack of evidence that the property could have been sold for price hoped for by petitioner, makes it obvious that petitioner's claim of inadequacy of price against creditor-buyer is meritless. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
There are certain specific circumstances under which the sheriff or the court may adjourn a sheriff's sale. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
Pa.R.C.P. 3129.2(b) provides that handbills advertising a sheriff's sale shall be posted upon the property at least 30 days before the sale. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
The doctrine of marshaling is not applicable, where, in a sheriff's sale, petitioner has not shown the existence of more than one fund or source of satisfaction. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
Petitioner fails to show that sheriff erred in selling property as a whole where there is no evidence that property has been subdivided or is comprised of discrete parcels; no evidence was offered to indicate values of proposed separate portions of the property; and there is insufficient evidence that a higher price could be obtained if sold by this method. Christian Mutual Life Ins. Co. v. Freedom Baptist Church of Somerset, 51 Som. 191
The failure of the plaintiff to attend a sheriff's sale on his own writ of execution may not be the basis for overturning the sale even when the resultant sale price is alleged to be grossly inadequate. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
Upon petition of any party in interest before delivery of the sheriff's deed to real property, the court may, upon proper cause shown, set aside the sale and order a resale or enter any other order which may be just and proper under the circumstances. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
The burden of proving circumstances warranting the exercise of the court's equitable powers is on the applicant, and the application to set aside a sheriff's sale may be refused because of the insufficiency of proof to support the material allegations of the application which are generally required to be established by clear evidence. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
Gross inadequacy of the sales price may provide justification to set aside a sheriff's sale where equity compels such a result. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
The burden of proving that equity compels such a result requested rests with plaintiff. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
Failure to establish the actual value of the property can result in a finding that equity will not compel the conclusion that a sale should be overturned based upon gross inadequacy of the price. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
Courts of equity will not relieve a party from the consequences of an error due to his own ignorance or carelessness when there were available means which would have enabled him to avoid the mistake if reasonable care had been exercised. North American Mortgage Company v. Sabo, 59 Som.L.J. 44 (2001) (J. Cascio).
TAXATION – ASSESSMENT (VALUATION) OF REAL PROPERTY
In an assessment appeal, the procedure requires that the taxing authority first present its assessment record into evidence. Such presentation makes out a prima facie case for the validity of the assessment in the sense that it fixes the time when the burden of coming forward with evidence shifts to the taxpayer. Gilmour Properties v. Board of Assessment Appeals, 61 Som.L.J 461, 464 (2005) (Cascio, J.)
The taxpayer still carries the burden of persuading the court of the merits of his appeal, but that burden is not increased by the presence of the assessment record in evidence. Gilmour Properties v. Board of Assessment Appeals, 61 Som.L.J. 461, 465 (2005) (Cascio, J.)
Consideration of factors based upon pure speculation, such as what the property would be worth in an altered condition are irrelevant to the issue of fair market value. Gilmour Properties v. Board of Assessment Appeals, 61 Som.L.J. 461, 472 (2005) (Cascio, J.)
The trial court has the discretion to decide which of the methods of valuation is the most appropriate and applicable to the given property. Gilmour Properties v. Board of Assessment Appeals, 61 Som.L.J. 461, 475 (2005) (Cascio, J.)
The Single Assessment Test requires “common ownership;” not merely common control. Shade-Central City School District v. Somerset County Board of Assessment Appeals, et al., 65 Som.L.J. 275 (2014) (Geary, J.)
The fundamental nature of the assessment of coal lands is the valuation of the land containing the coal; not the coal itself. “In the assessment of a coal mining operation, the mine as an entity is to be valued and if the total value as fixed by the Board is not incorrect, the taxpayer is not harmed by a failure to assign a proper value to one of the factors affecting its value.” Shade-Central City School District v. Somerset County Board of Assessment Appeals, et al., 65 Som.L.J. 275 (2014) (Geary, J.)
Uniformity of taxation is guaranteed by Article VIII, § 1 of the Pennsylvania Constitution. Shade-Central City School District v. Somerset County Board of Assessment Appeals, et al., 65 Som.L.J. 275 (2014) (Geary, J.)
A taxing authority that applies differing valuation methodologies to properties in the same class violates the Uniformity Clause. Shade-Central City School District v. Somerset County Board of Assessment Appeals, et al., 65 Som.L.J. 275 (2014) (Geary, J.)
“A governmental body must apply the same methodology for valuing real property to all property within its jurisdiction.” Shade-Central City School District v. Somerset County Board of Assessment Appeals, et al., 65 Som.L.J. 275 (2014) (Geary, J.)
TAXATION – TAX SALE OF REAL PROPERTY
72 P.S.§5860.607(g) addresses the situation where a tax sale of real estate has been held and no objections were filed or the objections were overruled. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
It is clear that failure to file timely objections to a tax sale, which is what happened in this case, does not prevent a court of equity from addressing the issue of statutory notice requirements at a later time. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Under §5860.607(g), a property owner is entitled to have the issue of notice prior to the tax sale examined and adjudicated by the Court in an equity action. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
When real property has been sold at a tax sale as a result of delinquent taxes and the tax sale has been challenged, the tax claim bureau has the burden of proving compliance with the statutory requirements of the Pennsylvania Real Estate Tax Sale Law. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
The statutory requirements of the Pennsylvania Real Estate Tax Sale Law are so fundamental that strict adherence to them by the tax claim bureau is required in order to prevent deprivation of property without due process of law. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
With regard to notice of a tax sale to the owner of the property, the Real Estate Tax Sale Law requires that: (1) the tax claim bureau provide published notice of a tax sale in two newspapers of general circulation in the county and in the legal journal, at least thirty days prior to the tax sale; (2) the tax claim bureau provide notice by certified mail, restricted delivery, return receipt requested, at least thirty days prior to the tax sale, and (3) the tax claim bureau must post a notice of the tax sale on the property which is subject to the tax sale, at least ten days prior to the tax sale. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Compliance with all three notice requirements is necessary in order for the sale of real estate at a tax sale to be valid. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
If proper notice by certified mail, restricted delivery, is not successful, then the alternate procedure set forth in 72 P.S. §5860(e)(2) must be followed. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
The fact that the property owner failed to receive actual notice of the tax sale is not determinative of the issue before the Court because actual notice is not required in order for a tax sale to be valid. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Although actual notice need not be achieved, a tax claim bureau must make a reasonable effort to provide actual notice of a tax sale to the owner of record of the property to be sold, in order to comply with due process requirements. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Due process does not require the tax claim bureau to perform the equivalent of a title search, but the tax claim bureau is required to conduct a reasonable investigation to ascertain the identity and address of the latest owners of record of a property which is to be sold at tax sale. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Notice provisions of the Real Estate Tax Sale Law are to be strictly construed, and there must be strict compliance with such provisions to guard against deprivation of property without due process of law. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Grove v. Franklin County Tax Claim Bureau, 705 A.2d. 162 (Pa. Cmwlth.1997), establishes that even if the certified mail notice is sent to the correct address, the notice will not be adequate unless a proper signature is obtained on the return receipt card. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Where a separate certified mail notice of tax sale was sent to the husband and to the wife who were the joint owners of entireties property, but the return receipt card addressed to the husband was signed by the wife, this notice to the husband was not proper or sufficient, and the additional notice requirements contained in 72 P.S. §5860.607a and §5860.602 must be followed or the notice will be invalid. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Where the tax claim bureau does not comply with all statutory notice requirements, the tax sale is valid only if the property owner had actual notice of the tax sale. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
Actual notice encompasses both express actual notice and implied actual notice. Matesic v. County of Somerset, et al., 59 Som.L.J. 383 (2002) (Gibson, J.).
The Tax Claim Bureau is required to conduct a reasonable investigation to ascertain the identity and whereabouts of the latest owner of a property subject to an upset sale for the purpose of providing notice to that party. 72 P.S. § 5860.607a(a). In Re: Tax Sale of Real Property Situated in Jefferson Twp., Ruffner v. Beeghly, 61 Som.L.J. 249 (2004) (Cascio, J.)
Where the record reflects that the notices were sent to an incorrect address and the address information necessary to provide proper notice was available in the County's records, even full compliance with the minimum provisions of § 5860.607a(a) will be deemed insufficient. The Bureau's obligation to search will be determined by what is found to have been available to provide a proper address and review of this issue in every case is very fact specific. In Re: Tax Sale of Real Property Situated in Jefferson Twp., Ruffner v. Beeghly, 61 Som.L.J. 252 (2004) (Cascio, J.)
The Tax Claim Bureau did not fail to exercise reasonable efforts to discover the whereabouts of the property owner who chose not to go to the post office to claim the notice of the tax sale sent to her by certified mail, return receipt requested, even though the Bureau did not check records outside of Somerset County for the owner's address, where the Bureau checked the assessment records and determined that notice had been sent to the owner's correct address, and first class notice forwarded to her at that mailing address was not returned to the Bureau. 72 P.S. § 5860.607a(a). In Re: Tax Sale of Real Property Situated in Jefferson Twp., Ruffner v. Beeghly, 61 Som.L.J. 252 (2004) (Cascio, J.)
The Tax Sale Law's procedures for selling a property at either an upset sale or a judicial sale are detailed and precise. At an upset sale, all recorded obligations not included in the upset price survive the sale, but at a judicial sale no liens or claims survive the sale. In Re: Proposed Distribution of Proceeds of Judicial Tax Sale, 62 Som. L.J. 24, 27 (2005) (Cascio, J.).
The provisions in the Tax Sale Law relating to judicial sale do not categorize the taxes extinguished by the tax sale, whether delinquent or current. In Re: Proposed Distribution of Proceeds of Judicial Tax Sale, 62 Som. L.J. 24, 27 (2005) (Cascio, J.).
The law is well settled in Pennsylvania that a valid tax sale requires strict compliance with all three of the notice provisions of Section 602 of the Law, 72 P.S. § 5860.602: publication, certified mail, and posting. In Re Somerset County Tax Sale of Real Estate Assessed in the Name Norman D. Wildenmann & Mary L. Wildenmann, Assessed and Identified as Control No. 42-14910, 64 Som.L.J. 97 (2009) (Klementik, J.)
If any of the notices are defective, the sale is void. In Re Somerset County Tax Sale of Real Estate Assessed in the Name Norman D. Wildenmann & Mary L. Wildenmann, Assessed and Identified as Control No. 42-14910, 64 Som.L.J. 97 (2009) (Klementik, J.)
Section 607a requires . . . that when actual notice is not assured based on the certified mailing receipt, the TCB must use and document “reasonable efforts” to notify the owner. 72 P.S. § 5860.607a. In Re Somerset County Tax Sale of Real Estate Assessed in the Name Norman D. Wildenmann & Mary L. Wildenmann, Assessed and Identified as Control No. 42-14910, 64 Som.L.J. 97 (2009) (Klementik, J.)
The Act directs, as a minimum, a search of current telephone directories for the county, the dockets and indices of the county tax assessment offices, recorder of deeds office, prothonotary’s office. 72 P.S. § 5860.607a. In Re Somerset County Tax Sale of Real Estate Assessed in the Name Norman D. Wildenmann & Mary L. Wildenmann, Assessed and Identified as Control No. 42-14910, 64 Som.L.J. 97 (2009) (Klementik, J.)
When such reasonable efforts are exhausted, regardless of whether or not the notification efforts have been successful, a notation is to be placed in the property file describing the efforts made and the results thereof. 72 P.S. § 5860.607a. In Re Somerset County Tax Sale of Real Estate Assessed in the Name Norman D. Wildenmann & Mary L. Wildenmann, Assessed and Identified as Control No. 42-14910, 64 Som.L.J. 97 (2009) (Klementik, J.)
Notice of the judicial sale must similarly be given to each owner to satisfy due process requirements. In Re Somerset County Tax Sale of Real Estate Assessed in the Name Norman D. Wildenmann & Mary L. Wildenmann, Assessed and Identified as Control No. 42-14910, 64 Som.L.J. 97 (2009) (Klementik, J.)
When an owner-occupied property is subject to tax sale, the Tax Claim Bureau must prove compliance with both Section 602 and Section 601(a)(3) of the Real Estate Tax Sale Law—compliance with only one of the sections is insufficient and will void the sale. In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
Section 602 requires three different forms of notice to property owners prior to a tax sale: (1) publication, (2) posting, and (3) certified mail…As a general rule, a tax sale is void if any of these three types of notice is defective…However, strict compliance with the notice requirements of Section 602 is not necessary when the Tax Claim Bureau proves that a property owner received actual notice of a pending tax sale. In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
In addition to the notice requirement of Section 602, if the property is, as here, occupied by the owner, Section 601(a)(3) requires that owner-occupants receive additional written notice of a tax sale by personal service. In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
The Tax Claim Bureau failed to satisfy the personal service requirement of Section 601(a)(3) in two separate ways. In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
First, the Tax Claim Bureau failed to give the owner-occupant written notice of the tax sale at least ten days prior to the date of the sale by personal service. In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
Second, the Tax Claim Bureau failed to effectuate service of the Section 601(a)(3) notice by an authorized person…Section 601(a)(3) specifically provides that personal service must be completed by “the sheriff or his deputy or person deputized by the sheriff for this purpose unless the county commissioners, by resolution, appoint a person or persons to make all personal services required by this clause.” In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
The notice requirement of Section 601(a)(3) can be satisfied and the sale will be valid only if (1) the owner-occupant receives personal notice by the sheriff, the sheriff’s deputies, or persons appointed by resolution of the county commissioners or (2) the Tax Claim Bureau successfully petitions the court of common pleas to waive the requirement of personal notice for good cause shown when personal notice cannot be served within twenty-five days of the Tax Claim Bureau’s request to make such service. In re Tax Sale of Real Property Situate in Berlin Borough, Somerset County, Pennsylvania Tax Identification No. 5-0-004849, 66 Som.L.J. 29 (2016) (Bittner, J.)
ZONING – ZONING APPEALS – TIMELY FILING OF ZONING APPEALS
The procedures in the Pennsylvania Municipalities Planning Code (MPC) are the exclusive methods for securing review of a zoning decision. 65 Som. L.J. 29 (2010) (Klementik, J.)
All appeals from all land use decisions ... shall be taken to the court of common pleas of the judicial district wherein the land is located and shall be filed within 30 days after entry of the decision as provided in 42 Pa. C.S. § 5572 (relating to time of entry of order) or, in the case of a deemed decision, within 30 days after the date upon which notice of said deemed decision is given. 65 Som. L.J. 29 (2010) (Klementik, J.)
The date of service of an order of a government unit, which shall be the date of mailing if service is by mail, shall be deemed to be the date of entry of the order for the purposes of this subchapter. The date of entry of an order of a court or magisterial district judge may be specified by general rules. 65 Som. L.J. 29 (2010) (Klementik, J.)
Under 42 Pa. C.S. § 5572, the date of “entry of the decision” is “[t]he date of service of an order of a government unit, which shall be the date of mailing if service is by mail.” 65 Som. L.J. 29 (2010) (Klementik, J.)
The decision of the governing body or the planning agency shall be in writing and shall be communicated to the applicant personally or mailed to him at his last known address not later than 15 days following the decision. 65 Som. L.J. 29 (2010) (Klementik, J.)
MPC § 1002-A, triggers the running of the appeal period not upon the occurrence of the decision, but upon “entry of that decision.” 65 Som. L.J. 29 (2010) (Klementik, J.)
By its terms, then, § 508 requires reduction of the Board's disposition to a writing that is mailed, handed, emailed, faxed, or otherwise transmitted in written form to the applicant. Hence, the Board's oral [decision]…did not constitute “ entry” of that decision. Only the mailing of the writing to the applicant…after the decision was announced constituted entry of that decision. 65 Som. L.J. 29 (2010) (Klementik, J.)
The timeliness of an appeal relates to the jurisdiction of a court and its competency to act. 65 Som. L.J. 29 (2010) (Klementik, J.)
The thirty-day period during which appeals to land-use decisions may be filed begins to run at the time of the entry of the decision. The entry of the decision occurs when the Board’s written opinion is finalized and mailed to the parties. 65 Som. L.J. 29 (2010) (Klementik, J.)
ZONING – PERMITS
Five factors must be considered if a vested right has been acquired in an erroneously issued permit. Those factors are, (1) the property owner's due diligence in attempting to comply with the law, (2) the property owner's good faith throughout the proceedings, (3) the expenditure of the property owner of substantial unrecoverable funds, (4) the expiration without appeal , of the period during which an appeal could have been taken from the issuance of the subject permit, and (5) the insufficiency of the evidence to prove that individual property rights of the public health, safety or welfare would be adversely affected by the use of the permit. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
The property owner who seeks to acquire a vested right in the erroneously issued permit has the burden of proof. With regard to the fifth factor, however, the burden is on those who oppose acquisition of vested rights. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
Landowners are entitled to rely on information obtained from those municipal officials who are responsible for zoning. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
Initiation of construction prior to the issuance of a permit does not automatically translate into a finding of lack of diligence or bad faith where plans and an application for a permit have been submitted, the party has been advised that all appeared to be satisfactory, the early initiation does not relate to the violation which occurred, and a permit is issued. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
Where a party is let to believe that their project is in compliance with Borough standards, both before and after permit issuance, attempts to comply with requests for additional information, and is given no reason to suspect that there is any violation, that party is entitled to rely on the permit which is issued and which confirms prior discussions with Borough authorities. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
Where a party does not attempt to hide construction efforts, attempts to ameliorate neighbor's concerns about the construction, does not misrepresent any of its activities, and is not informed of any other complaints until litigation appears imminent, the party's actions in proceeding with construction without additional personal contact with the neighbor may be a breach of etiquette, but will not rise to the level of bad faith. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
Concerns regarding deposits of mud, obstruction of view, increase in traffic, loss of privacy and increase in slope between the subject property and adjoining land, without evidence of specific adverse effects, is insufficient to prove that individual property rights or the public health, safety or welfare would be adversely affected if the erroneously issued permit is used. Borough of Windber v. Zoning Hearing Board of the Borough of Windber, et al., and Jerley v. Zoning Hearing Board of the Borough of Windber, 58 Som.L.J. 246 (1997) (P.J. Fike).
ZONING – VARIANCE
Every municipality of the Commonwealth is granted the authority under the State's police powers to specifically enact zoning related to airport hazard areas. Stonycreek Windpower, LLC v. Somerset County Board of Adjustment, County of Somerset, 61 Som.L.J. 420 (2004)(Fike, II, P.J.)
The Airport Zoning Act and the Ordinance clearly provide that a variance may only be granted where, in addition to receiving an FAA no hazard determination, an applicant also demonstrates that a literal application of the Ordinance will result in practical difficulty or unnecessary hardship to the applicant, and that the relief granted will not be contrary to the public interest, but will do substantial justice in accordance with the spirit of the regulations. Stonycreek Windpower, LLC v. Somerset County Board of Adjustment, County of Somerset, 61 Som.L.J. 420 (2004)(Fike, II, P.J.)
Neither a purely economic hardship nor a self-inflicted economic hardship are grounds for a variance; therefore, a non-landowning developer who is aware of the Ordinance and who will face purely economic hardship upon purposely subjecting itself to the Ordinance is not entitled to a variance. Stonycreek Windpower, LLC v. Somerset County Board of Adjustment, County of Somerset, 61 Som.L.J. 420 (2004)(Fike, II, P.J.)
A non-landowning developer is not entitled to a variance merely because it expends time and money investigating whether it can develop windmills upon land restricted by an Ordinance or, alternatively, upon some other appropriate site. Stonycreek Windpower, LLC v. Somerset County Board of Adjustment, County of Somerset, 61 Som.L.J. 420 (2004)(Fike, II, P.J.)