Zimmerman, W. v. Zimmerman, T. ( 2021 )


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  • 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    NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37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.
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    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
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    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).
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    Docket, Order, 3/16/20, at 1. The Order authorized the president judges in
    the individual judicial districts to, inter alia, “suspend time calculations for the
    purposes of time computation relevant to court cases … as well as time
    deadlines[.]” Id. at 2. The Supreme Court extended and expanded the scope
    of the judicial emergency in several supplemental Orders, directing that
    the emergency shall cease on June 1, 2020. Supreme Court of Pennsylvania
    Nos. 531 & 532 Judicial Administration Docket, Order, 5/27/20.
    On June 30, 2020, Defendants filed a Praecipe for entry of judgment. 6
    Thereafter, Defendants filed a Notice of Appeal, which was docketed at 693
    WDA 2020. However, because a portion of the Rule 227.4 timeframe took
    place during the judicial emergency, on August 17, 2020, this Court entered
    an Order quashing the appeal, without prejudice, and permitting the trial court
    to rule on Defendants’ post-trial Motions on or before September 21, 2020.
    See Zimmerman et al. v. Zimmerman et al., 603 WDA 2020 (Pa. Super.
    filed August 17, 2020) (order). When the trial court failed to act upon this
    Court’s Order within the specified time frame, the post-trial Motions were
    deemed denied.        See Morningstar v. Hoban, 
    819 A.2d 1191
    , 1195 (Pa.
    Super. 2003) (explaining that post-trial motions are “denied by operation of
    ____________________________________________
    6 There is no indication of record or on the docket of a hearing on Defendants’
    post-trial Motions or an order disposing of the Motions.       Apparently,
    Defendants filed the Praecipe pursuant to Pa.R.C.P. 227.4(1)(b), which
    provides that the prothonotary may enter judgment when the trial court does
    not enter an order disposing of post-trial motions within 120 days of their
    filing. See Pa.R.C.P. 227.4(1)(b).
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    law at the expiration of the 120-day period” following their filing pursuant to
    Pa.R.C.P. 227.4).
    Defendants filed a Praecipe for entry of judgment on October 6, 2020.
    Thereafter, Defendants timely filed a Notice of Appeal, followed by a court-
    ordered Pa.R.A.P. 1925(b) Concise Statement of matters complained of on
    appeal.    The trial court filed its Pa.R.A.P. 1925(a) Opinion on January 18,
    2021.
    Defendants present the following claims for our review:
    1. Whether [the Property,] which is the subject of the action[,] is
    capable of division in kind without prejudice?
    2. Whether credible and admissible evidence was presented as to the
    market value of each parcel sufficient to support a finding as to
    such market value?
    3. Whether credible and admissible evidence was presented
    sufficient to support a determination that the contributions and
    maintenance made by Plaintiffs were necessary and substantial?
    Brief for Appellants at 5 (numerical emphasis omitted).
    Partition is an equitable remedy. Marchetti v. Karpowick, 
    667 A.2d 724
    , 727 (Pa. Super. 1995). This Court’s scope of appellate review in equity
    matters is narrow and is limited to determining whether findings of fact are
    supported by competent evidence, whether an error of law has been
    committed      or   whether    there   has   been   a     manifest   abuse   of
    discretion. Hercules v. Jones, 
    609 A.2d 837
    , 839 (Pa. Super. 1992). “[T]rial
    courts have broad equitable powers to effectuate justice and we will find an
    abuse of discretion only if the trial court has misapplied the law or failed to
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    follow proper legal procedures.” Nicholson v. Johnston, 
    855 A.2d 97
    , 102
    (Pa. Super. 2004).
    Further, we are mindful of the following:
    Partition of real property is governed by the Rules of Civil
    Procedure. See Pa.R.C.P. 1551-75[.] … [Reviewing a partition
    order is] a question concerning interpretation of these Rules, and
    thus is a question of law. Therefore, our standard of review is de
    novo. LaRue v. McGuire, 
    885 A.2d 549
    , 553 (Pa. Super.
    2005). Further, “[p]artition is a possessory action; its purpose
    and effect being to give to each of a number of joint owners the
    possession [to which] he is entitled ... of his share in severalty. It
    is an adversary action[,] and its proceedings are compulsory. The
    rule is that the right to partition is an incident of a tenancy in
    common, and an absolute right.” Lombardo v. DeMarco, … 
    504 A.2d 1256
    , 1260 ([Pa. Super.] 1985) (quotation and citations
    omitted).
    Bernstein, 
    902 A.2d at 1278
    .
    Pennsylvania Rules of Civil Procedure 1560 and 1561 provide, in
    relevant part, as follows:
    Rule 1560. Property Capable of Division without Prejudice
    If division can be made without prejudice to or spoiling the whole,
    the property shall be divided as follows:
    (a) into as many purparts as there are parties entitled thereto,
    the purparts being proportionate in value to the interests of the
    parties;
    (b) if it cannot be divided as provided in Subdivision (a), then into
    as many purparts as there are parties entitled thereto, without
    regard to proportionate value;
    (c) if it cannot be divided as provided in Subdivisions (a) or (b),
    then into such number of purparts as shall be most advantageous
    and convenient without regard to the number of parties.
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    Rule 1561. Property Capable of Proportionate Division.
    Award
    Property divided under Rule 1560(a) shall be awarded to the
    parties according to their respective interests….
    Pa.R.C.P. 1560-1561.
    Defendants combine their first two claims in the Argument section of
    their appellate brief. Accordingly, we will address them together.
    Defendants argue that the trial court erred in ordering an in-kind
    partition of the Property, where Plaintiffs had failed to establish the value of
    each proposed parcel. See Brief for Appellants at 12-13.           In particular,
    Defendants challenge the admissibility of Kerstetter’s testimony regarding the
    acreage and value of the two parcels. Id. at 11-12. Defendants point out
    that Kerstetter was not qualified as an expert.       Id. at 12.    According to
    Defendants, “the testimony of [] Kerstetter as to her calculation of the acreage
    contained within the two parcels should have been precluded by the
    application of [Pa.R.E.] 701[,] and it was error for the court to allow it.” Id.
    Further, Defendants assert that there was no evidence establishing
    Kerstetter’s expertise in the area of subdivision of real property, or regarding
    local subdivision ordinances. Id. at 13. Thus, Defendants argue, Kerstetter’s
    testimony regarding the soil conditions, food plots for wildlife, and the planting
    of trees have no relevance in the calculation of the fair market value of the
    parcels. Id. at 13-14. Further, Defendants point out that Plaintiffs’ appraisal
    makes no mention of such items.        Id.   Because Plaintiffs failed to obtain
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    appraisals for each parcel, Defendants assert that the trial court erred in
    granting an in-kind partition of the Property. Id. at 14.
    Plaintiffs counter that Pennsylvania Rule of Civil Procedure 1560 “begins
    with the presumption that a property should be physically divided if such
    division does not prejudice the whole.” Brief for Appellees at 10. Plaintiffs
    argue that the trial court’s decision is based upon substantial evidence that
    the property (1) is a very large farm parcel with diverse positive features at
    various locations throughout the property, and (2) is naturally divided by
    Pennsylvania State Route 879, which allows for easy physical division. Id.
    Further, Plaintiffs argue that the evidence established that there is excellent
    road access to both the House Parcel and the Barn Parcel.          Id.   Plaintiffs
    further assert that the evidence established the total acreage of the Property.
    Id. at 10-11. Plaintiffs rely upon the appraisal conducted by Sonja Flanagan
    (“the Flanagan Appraisal”), of Provost Real Estate Appraisers, which included
    numerous photographs depicting the rural nature of the Property, its bisection
    by State Route 879, and the improvements on the Property.             Id. at 11.
    Plaintiffs also direct our attention to additional exhibits, including aerial maps
    depicting the physical attributes of the Property.      Id. at 11-12.     Finally,
    Plaintiffs direct our attention to the testimony of Kerstetter.       Id. at 12.
    According to Plaintiffs, they presented evidence of Kerstetter’s personal
    knowledge of the Property, including its acreage and soil conditions. Id. at
    13.
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    In essence, Defendants challenge the admissibility of Kerstetter’s
    testimony regarding the size and attributes of each parcel, and the trial court’s
    reliance on her testimony in determining that an in-kind partition may be
    effectuated without prejudice to, or spoiling of the Property. “[A] trial court
    has      broad   discretion    with    regard     to    the    admissibility   of
    evidence....” Schuenemann v. Dreemz, LLC, 
    34 A.3d 94
    , 102 (Pa. Super.
    2011). “To constitute reversible error, an evidentiary ruling must not only be
    erroneous, but also harmful or [unduly] prejudicial to the complaining
    party.” Ettinger v. Triangle-Pacific Corp., 
    799 A.2d 95
    , 110 (Pa. Super.
    2002).
    Additionally, “this Court has stated that we will respect a trial court’s
    findings with regard to the credibility and weight of the evidence unless the
    appellant can show that the court’s determination was manifestly erroneous,
    arbitrary and capricious or flagrantly contrary to the evidence.” Gutteridge
    v. J3 Energy Grp., Inc., 
    165 A.3d 908
    , 914 (Pa. Super. 2017) (en banc)
    (citation omitted). Further, we reiterate that,
    [i]n a non-jury trial, the factfinder is free to believe all, part, or
    none of the evidence, and the Superior Court will not disturb the
    trial court’s credibility determinations. Assessments of credibility
    and conflicts in evidence are for the trial court to resolve; this
    Court is not permitted to reexamine the weight and credibility
    determinations or substitute our judgments for those of the
    factfinder. The test is not whether this Court would have reached
    the same result on the evidence presented, but rather, after due
    consideration of the evidence the trial court found credible,
    whether the trial court could have reasonably reached its
    conclusion.
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    Id. at 916 (internal citations and quotation marks omitted).
    Pursuant to Pennsylvania Rule of Evidence 602, “[a] witness may testify
    to a matter only if evidence is introduced sufficient to support a finding that
    the witness has personal knowledge of the matter. Evidence to prove personal
    knowledge may consist of the witness’s own testimony….”          Pa.R.E. 602.
    Moreover, Pennsylvania Rule of Evidence 701 provides as follows:
    If a witness is not testifying as an expert, testimony in the form
    of an opinion is limited to one that is:
    (a) rationally based on the witness’s perception;
    (b) helpful to clearly understanding the witness’s testimony or to
    determining a fact in issue; and
    (c) not based on scientific, technical, or other specialized
    knowledge within the scope of Rule 702.
    Pa.R.E. 701.   By contrast, Rule 702 provides as follows:
    A witness who is qualified as an expert by knowledge, skill,
    experience, training, or education may testify in the form of an
    opinion or otherwise if:
    (a) the expert’s scientific, technical, or other specialized
    knowledge is beyond that possessed by the average layperson;
    (b) the expert’s scientific, technical, or other specialized
    knowledge will help the trier of fact to understand the evidence or
    to determine a fact in issue; and
    (c) the expert’s methodology is generally accepted in the relevant
    field.
    Pa.R.E. 702.
    Generally, an “owner is competent to testify to the value of his property
    … since [s]he has at least a general knowledge of what [s]he owns.” Sgarlat
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    Estate v. Commonwealth, 
    158 A.2d 541
    , 545 (Pa. 1960); see also Glanski
    v. Ervine, 
    409 A.2d 425
    , 431 (Pa. Super. 1979). As this Court has explained,
    “[t]he real owner is deemed qualified, by reason of h[er] relation as owner, to
    give estimates of the value of what [s]he owns, regardless of h[er] knowledge
    of property values, and the weight of such evidence is for the [fact-
    finder].”   Guntrum v. Citicorp Tr. Bank, 
    196 A.3d 643
    , 648-49 (Pa. Super.
    2018) (citation omitted).
    At trial, Kerstetter testified that she has lived on the Property since she
    was five years old, when her parents acquired the Property. N.T., 11/15/19,
    at 8. Further, Kerstetter acknowledged that she owns a one-fifth, undivided
    interest in the Property. 
    Id.
    Kerstetter stated that she has reviewed the deed to the Property and
    aerial photographs. Id. at 9. Kerstetter testified that she is employed as a
    soil conservationist for the United States Department of Agriculture. Id. at
    15.    According to Kerstetter, her employment includes mapping and
    calculating acreages of real property. Id. Kerstetter calculated the acreages
    of the Property and the respective parcels using digitizing software that traces
    the boundaries of the parcels. Id. at 16. According to Kerstetter, she uses
    the same software as part of her employment. Id. Kerstetter testified that
    she calculated the House Parcel to be 71.5 acres in size, and the Barn Parcel
    to be 86.6 acres in size. Id. at 14, 26.
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    More importantly, Kerstetter stated that she lived at, and grew up on
    the Property. Id. at 18. From aerial photographs, Kerstetter described the
    various features of the Property, including the tillable acreage, the wooded
    acreage, and the stream running across the Property.              Id. at 17-23.
    Kerstetter also described the acres of the Property amenable to subdivision,
    in her personal opinion, as they have access to utilities and the highway. Id.
    at 23. In particular, Kerstetter described the differences between the quality
    and quantity of the two parcels. Id. at 26-27.
    Kerstetter testified that she has planted “a variety of different food plots
    and stuff here [on the Property] to benefit the soils on the [P]roperty and to
    benefit the pollinator habitat ….” Id. at 29. According to Kerstetter, the food
    plots are planted on both the House Parcel and the Barn Parcel.               Id.
    Specifically, Kerstetter testified that she planted approximately five acres on
    the Barn Parcel and three acres on the House Parcel. Id. at 30. Further,
    Kerstetter and William planted approximately 200 trees on the Barn Parcel.
    Id.
    Kerstetter also testified that she created “custom soil research reports”
    for the parcels. Id. at 32. According to Kerstetter, “that’s something anybody
    can do” by using the Internet. Id. Kerstetter testified that in July 2018, she
    mowed the fields on the Property. Id. at 40. In 2013, Kerstetter testified,
    she seeded the Property, sprayed the House Parcel, and mowed fields on the
    Property. Id. at 43.    Every year, Kerstetter testified, she has cleared the
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    Property of downed tree branches. Id. at 45. In fact, Kerstetter testified, she
    had spent approximately 627 hours laboring at the Property. Id. at 48. Thus,
    while Kerstetter used some of her expertise calculating the size of the parcels,
    she also used her intimate knowledge of the Property, as owner, over many
    years. In light of the foregoing, we cannot conclude that the admission of
    Kerstetter’s testimony regarding the size of the parcels violated Pa.R.C.P. 701.
    See Guntrum, 
    196 A.3d at 648-49
    .
    The trial court determined that the Property could be partitioned in kind,
    without prejudice to Plaintiffs or Defendants.        See Trial Court Opinion,
    2/10/20, at 1; Trial Court Opinion, 1/18/21, at 4. In so holding, the trial court
    credited the testimony of Kerstetter, “as she spent much more time there than
    the other siblings[.]”7 Trial Court Opinion, 2/10/20, at 5. Further, the trial
    court relied upon Kerstetter’s testimony regarding the acreage of each parcel.
    
    Id.
     It was solely within the province of the trial court to assess the credibility
    of Kerstetter’s testimony and the weight to give it. See Mackay v. Mackay,
    
    984 A.2d 529
    , 533 (Pa. Super. 2009) (stating that ”[w]hen the trial court sits
    as fact[-]finder, the weight to be assigned the testimony of the witnesses is
    within its exclusive province, as are credibility determinations, and the court
    is free to choose to believe all, part, or none of the evidence presented.”
    (citation and brackets omitted)).
    ____________________________________________
    7 It does not appear that the trial court relied on Kerstetter as an expert, but
    rather, on Kerstetter’s familiarity with the Property as an owner.
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    In reviewing the trial court’s partitioning of the Property, and its reliance
    on Kerstetter’s testimony, we are cognizant that the trial court had available
    to it the Flanagan Appraisal. Plaintiffs’ Trial Exhibit P-7. According to the
    Flanagan Appraisal, 30% of the Property is described as “One-Unit,” and 70%
    is described as “Vacant.” Id. at 2 (unnumbered). The Flanagan Appraisal
    calculated the total size of the Property to be 139.78 acres. Id.; see also id.
    at 4 (unnumbered). Further, the Flanagan Appraisal noted that the Property
    was not zoned, and the lack of zoning “offers no adverse [e]ffect on
    marketability or market value.” Id.
    The Flanagan Appraisal, using comparables and prior land sales, applied
    a cost approach to value, which resulted in a value of $176,822, “or $177,000
    rounded[,]” for the Property. Id. at 3 (unnumbered). However, the Flanagan
    Appraisal opined that “[t]he cost approach is not considered to be applicable
    or relevant and thus was not developed as depreciation would render this
    approach unreliable.” Id. Ultimately, the Flanagan Appraisal determined the
    fair market value of the Property to be $284,000. Id. at 1 (unnumbered).
    The parties stipulated to the fair market value of the Property, as set forth in
    the Flanagan Appraisal. N.T., 11/15/19, at 6.
    The trial court additionally had available to it aerial photographs of the
    Property, admitted into evidence as Plaintiffs’ Exhibits P-2 through P-6. See
    N.T., 11/15/19, at 96 (wherein the aerial photographs were admitted into
    evidence).   Each Exhibit includes scale bars denoting 1000 feet.         Another
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    exhibit, Joint Exhibit 1, is a 1986 survey of the Property. See N.T., 11/15/19,
    at 7 (wherein Joint Exhibit 1 is admitted into evidence). Joint Exhibit 1 notes
    that one inch equals 400 feet on the survey. See Joint Exhibit 1.
    Thus, we discern no error or abuse of discretion by the trial court in
    admitting Kerstetter’s testimony and relying on that testimony to effectuate
    an in-kind partition of the Property.      See Gutteridge, 165 A.3d at 914.
    Further, the trial court’s determination that an in-kind partition of the Property
    would not spoil the whole, or prejudice the parties, is supported by the
    evidence of record.    See Pa.R.C.P. 1560-1561.      As such, we cannot grant
    Defendants relief on their first two claims. See id.
    In their third claim, Defendants challenge the trial court’s determination
    of owelty.   Brief for Appellants at 15.    Defendants assert that Kerstetter’s
    efforts did not constitute a “material enhancement to the value of the common
    [P]roperty.” Id.
    Pennsylvania Rule of Civil Procedure 1562 provides that “[s]ums
    payable as owelty shall be secured and paid in such manner as the court shall
    direct.” Pa.R.C.P. 1562.
    In its Opinion, the trial court explained its decision as to owelty as
    follows:
    Evidence was presented by [] Kerstetter [] as to contributions and
    maintenance of the [P]roperty, as she spent much more time
    there than any of the [Zimmerman] siblings, although she never
    excluded anyone from the [P]roperty. A detailed list is included
    within Plaintiffs’ [Proposed Findings and Conclusions], which
    outlines the contributions and labor effectuated by Kerstetter, and
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    services provided by William []. Pursuant to Pennsylvania Rule of
    Civil Procedure 1570, there will be no adjustments for credit as to
    Kerstetter or William [], as the [trial court] has determined [that]
    this amount shall comprise the owelty to equalize the purpart
    values awarded to each sibling.
    Trial Court Opinion, 2/10/20, at 2.
    Our review of the Proposed Findings and Conclusions discloses that
    Kerstetter rendered improvements to the Property, which included, inter alia,
    the following: seeding, spraying the house to prevent infestation, cleaning
    the porches with a pressure washer, placing “No Trespass” posters annually,
    trimming tree limbs annually to facilitate mowing, revising a timber contract,
    patching a tear in the barn roof, painting the porches of the house, mowing,
    maintaining the alarm system, maintaining the mower, planting trees, etc.
    See Proposed Findings and Conclusions at ¶ 46. At trial, Kerstetter testified
    regarding these improvements. See, e.g., N.T., 11/15/19, at 38-41 (wherein
    Kerstetter testified regarding her costs in mowing the fields, and how her
    planting improved the soil conditions on the Property), 43 (wherein Kerstetter
    testified regarding seeding and spraying performed on the Property), 44
    (wherein Kerstetter testified regarding posting between 50 and 70 “No
    Trespass” signs on the Property and trimming low-hanging limbs), 45
    (wherein Kerstetter testified regarding her efforts to clean fallen limbs from
    the Property and yearly trimming a walnut tree next to the house), 46
    (wherein Kerstetter testified about placing four tree stands on the Property).
    Kerstetter presented detailed records regarding the hours and charges for
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    each of her activities to improve the Property. Id. at 47-49; see also Exhibit
    P-10 (setting forth on a spreadsheet each activity undertaken by Kerstetter,
    the date of the activity, and the hours to complete the activity to improve the
    Property). Kerstetter valued her costs to improve the Property at $9,348.95.
    Id. at 49.
    Further, the Proposed Findings and Conclusions detail William’s efforts
    to improve the Property. See Findings and Conclusions at ¶ 49. These efforts
    included fixing the hot water heater, the bathtub, the house roof, the barn
    roof, and the installation of gates. See id. William additionally painted the
    front of the barn, inspected timber harvesting, as well as grass mowing in
    2019. See id. At trial, William confirmed the detailed listing of his efforts to
    improve the Property. See N.T., 11/15/19, at 79-82; see also Exhibit P-14
    (depicting each activity undertaken by William to improve the Property, his
    mileage, costs of equipment rental and the type of “job.”).
    Thus, the trial court’s determination of owelty is supported in the record,
    and we discern no abuse of discretion or error of law. See Nicholson, 
    855 A.2d at 102
     (recognizing a trial court’s “broad equitable powers to effectuate
    justice[,]” and explaining that this Court will find an abuse of discretion only
    if “the trial court has misapplied the law or failed to follow proper legal
    procedures.”). On this basis, we cannot grant Defendants relief on their third
    claim. Accordingly, we affirm the Order of the trial court.
    Order affirmed.
    - 18 -
    J-A14040-21
    Judgment Entered.
    Joseph D. Seletyn, Esq.
    Prothonotary
    Date: 9/9/2021
    - 19 -
    

Document Info

Docket Number: 1069 WDA 2020

Judges: Musmanno

Filed Date: 9/9/2021

Precedential Status: Non-Precedential

Modified Date: 11/21/2024