HomeMy WebLinkAbout03-3022DAVID E. TAYLOR and
CYNTHIA S. TAYLOR,
husband and wife,
Plaintiffs
MELLON BANK, Trustee of the Paul Bogar:
Trust, Sole Shareholder of
Central Penn Builders, Inc.,
BETTY LOU PLANO,
ERIN PLANO KELLY
MARC PLANO,
Defendants
1N THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
QUIET TITLE
CIVIL ACTION-LAW
JURY TRIAL DEMANDED
NOTICE TO DEFEND
TO:
Mellon Bank, Trustee of the Paul Bogar Trust,
Sole Shareholder of Central Penn Builders, Inc.,
Betty Lou Piano, Erin Plano Kelly
Marc Piano,
Defendants
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth
in the following pages, you must take action within Twenty (20) days after this Complaint and
Notice are served, by entering a written appearance personally or by attorney and filing in writing
with the Court your defenses or objections to the claims set forth against you. You are warned that
if you fail to do so the case may proceed without you and a judgrnent may be entered against you
by the Court without further notice for any money claimed in the Complaint or for any other claim
or relief requested by the Plaintiffs. You may lose money or property or other fights important to
you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Cmberland County Bar Association
2 Liberty Avenue
Carlisle, PA 17013
Telephone: (717)249-3166
or
1-800-990-9108
Document #: 267041,1
DAVID E. TAYLOR and
CYNTHIA S. TAYLOR,
husband and wife,
Plaintiffs
V. :
:
MELLON BANK, Trustee of the Paul Bogar:
Trust, Sole Shareholder of
Central Penn Builders, Inc.,
BETTY LOU PLANO,
ERIN PLANO KELLY
MARC PLANO,
Defendants
1N THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
QUIET TITLE
CIVIL ACTION-LAW
JURY TRIAL DEMANDED
NOTICIA
TO:
Mellon Bank, Trustee of the Paul Bogar Trust,
Sole Shareholder of Central Penn Builders, Inc.,
Betty Lou Piano, Erin Piano Kelly
Marc Plano,
Defendants
USTED HA SIDO DEMANDADO/A EN LA CORTE. Si usted desea defenderse de las
demandas que se presentan mas adelante en las siguientes paginas, debe tomar acci6n dentro de los
proximos veinte (20) dias despues de la notificacion de esta Demanda v Aviso radicando personalmente
o por medio de un abogado una comparecencia escrita y radicando en la Corte pot escrito sus defensas
de, y objecciones a, las demandas presentadas aqui en contra suya. Se le advierte de que si usted falla de
tomar accion como se describe anteriormente, el caso puede proceder sin usted y un fallo pot cualquier
suma de dinero reclamado en la demanda o cualquier otra reclamacion o remedio solicitado pot el
demandante puede set dictado en contra suya pot la Corte sin mas aviso adicional. Usted puede perder
dinero o propiedad u otros derechos importantes para usted.
USTED DEBE LLEVAR ESTE DOCUMENTO A SU ABOGADO IMMEDIATAMENTA. SI
USTED NO TIENE UN ABOGADO O NO PUEDE PAGARLE A UNO, LLAME O VAYA A LA
SIGUIENTE OFIC1NA PARA AVERIGUAR DONDE PUEDE ENCONTRAR ASISTENCIA LEGAL.
Cumberland County Bar Association
2 Liberty Avenue
Carlisle, PA 17013
Telephone: (717) 249-3166
or
1-800-990-9108
Document #: 267041.1
DAVID E. TAYLOR and
CYNTHIA S. TAYLOR,
husband and wife,
Plaintiffs
MELLON BANK, Trustee of the Paul Bogar:
Trust, Sole Shareholder of
Central Penn Builders, Inc.,
BETTY LOU PLANO,
ERIN PLANO KELLY
MARC PLANO,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
No.
QUIET TITLE
CIVIL ACTION-LAW
JURY TRIAL DEMANDED
COMPLAINT TO OUIET TITLE
AND NOW, comes the Plaintiffs, David E. Taylor and Cynthia S. Taylor, by and
through their Attomeys, Metzger, Wickersham, Knauss & Erb, P.C., and represents the following
by way of Complaint to Quiet Title:
1. Plaimiffs are husband and wife, adult individuals, who reside at 6 Crain Circle,
Lemoyne, Cumberland County, Pennsylvania.
2. Defendant, Mellon Bank ("Mellon") is a federally chartered national financial
institution and Trustee of the Paul Bogar Trust (the "Trust"), Sole Shareholder of Central Penn
Builders, Inc. ("CP Builders"). Mellon's office located at Suite 5010, 1201 Third Avenue,
Seattle, WA 98101-3202 is handling the affairs of the Trust through J. Kim Cacace, Senior
Director-Portfolio Management ("Ms. Cacace").
3. Defendants, Betty Lou Piano, Erin Piano Kelly and Marc Piano are adult
individuals, who are all the beneficiaries of the Trust (the "Beneficiary Defendants"), which
Trust was created by the Wills of Paul Bogar and Catherine Bogar, his Wife, as more
Document #: 267041.1
specifically described below. The Beneficiary Defendants live in the Northwestern United
States and their mailing address for service purposes is the address set forth for Mellon, above.
4. Paul Bogar died on November 21, 1991, testate, and his Estate was probated in
Franklin County at 28-91-0559 creating a Trust, naming Mellon Bank as Trustee.
5. Catherine Bogar, Paul Bogar's wife, and Defendant Betty Lou Plano, Paul Bogar's
daughter, were bequeathed by Patti E. Bogar's Will, a life estate interest in the Trust, which, inter
alia, controls all the outstanding shares of CP Builders.
6. Catherine R. Bogar died on October 13, 1992, and her Estate was probated in
Franklin County at 28-92-0495. Her Will contains the same provisions for the Trust as Patti
Bogar's Will, referenced above.
7. Defendants Erin Plano Kelly and Mark Piano are Betty Lou Piano's children who
were bequeathed a remainder interest in the Trust, vesting upon Betty Lou Piano's death.
8. CP Builders is a corporation no longer in existence, but which in 1954, by virtue of
a deed dated September 15, 1954 from Ralph A. Scrafford and Anne Scrafford, his wife, to
Central Penn Builders, Inc., recorded in Deed Book Z- ! 5, page 313, on September 15, 1954,
obtained title to a larger tract of land, which it later subdivided (the "CP Tract").
9. Plaintiffs own in fee simple, possess and are entitled to possess real property
situated in the Township of Hampden, Cumberland County, further described as follows:
ALL THAT CERTA1N piece or parcel of land situate in the township of Hampden,
County of Cumberland and Commonwealth of Pennsylvania, more particularly bounded and
described as follows:
BEGINNING at a stake on the southern side of the Carlisle Pike (U.S. Route 11), said
stake being 190* feet in a westerly direction from the intersection of said Carlisle Pike and the
western line of the road known as Sunset Circle; thence in a southerly direction along land of
Central Penn Builders, Inc., a distance of 140 feet to a stake; thence in a northwesterly direction
along other land of said Central Penn Builders, Inc., a distance of 221.1 feet to a stake on the
southern side of said Carlisle Pike; thence in an easterly direction along said southern side of
said Carlisle Pike a distance of 164.9 feet to a stake, the place of BEGINNING.
Document #: 267041.1
BEING all of Lot No. 13 and the Western 40 feet of Lot No. 12 in the Plan of Lots of
Sunset Circle, Central Penn Builders, Inc., said Plan of Lots being recorded in the Recorder's
Office, Carlisle, Pennsylvania, in Plan Book No. 6, Page 46.
HAVING thereon erected a single one story frame dwelling house.
BEING THE SAME PREMISES which Leah A. Groff, widow conveyed unto Calvin B.
G-toff and Darla D. Groff, husband and wife, by deed dated March 6, 1987 and recorded March
6, 1987 in the Recorder's Office in and for Cumberland County, Pennsylvania, in Record Book
N, Volume 32, Page 400.
BEING the same premises which Central Penn Builders, Inc., by deed dated October 18,
1955 and recorded October 20, 1955 in the Office of the Recorder of Deeds in and for Cumberland
County at Carlisle, Pennsylvania, in Deed Book "U", Volume 16, Page 48, granted and conveyed
to Guy H. Groff and Leah A. Groff, husband and wife. Guy H. Groff died on October 6, 1984
thereby vesting the entire fee simple title to the above-described premises in Leah A. Groff.
* Shown as 100 feet on the former Deed, recorded March 6, 1987, Record Book N, Volume 32,
Page 400.
currently known as 5016 Carlisle Pike ("Plaintiffs' Property"), by virtue of a deed dated April
27, 1990, recorded on May 7, 1990 in and for the Recorder of Deeds Office, Cumberland
County, in Deed Book "N"-34, page 1130.
10. Plaintiffs' Property is one of the parcels subdivided from the CP Tract.
11. CP Builders, by virtue of certain errors in the various deeds for the subdivided
parcels out of the CP tract, is the owner of a small tract of land, more specifically described below
(Defendants' Property), which is contiguous to Plaintiffs' Property.
12. On information and belief, Paul Bogar, dtwing his lifetime, as president of CP
Builders, intended to deed out all of the real estate owned by CP Builders including, but not limited
to, Defendants' Property. Nevertheless, Defendants' Property was accidentally excluded from
transfer to any other grantee, and over the years, Defendants' Property inadvertently remained titled
Document #: 267041.1
in CP Builders, but any rights to Defendants' Property have been abandoned by CP Builders and
Defendants as set forth below.
13. Defendants' Property cannot be located on the County Tax Map, and it is believed,
and therefore averred, that Plaintiffs and their predecessors have been paying tax on Defendants'
Property since 1955.
14. The legal description of Defendants' Property is as follows:
A gap of land created by the difference in the boundaries between the toe of slope
easement line from the Permsylvania Department of Transportation record plans, the boundary
described in a deed dated September 15, 1954 between Ralph A. Scrafford and Anne Scrafford,
his wife to Central Penn Builders, Inc., recorded in Deed Book Z-15 page 313 and the calculated
boundary line along the rear of lot 13 and in part lot 12 of Plat Book 6 page 46, said gap being
part of Deed Book Z-15 page 313 and containing approximately 1,769 square feet of area. Said
gap being more particularly bounded and described as follows:
BEGINNING AT A POINT being a capped iron rod set, said point being referenced
South 05 degrees 55 minutes 21 seconds West 140.00 feet from a drill hole set in the concrete
pavement of Carlisle Pike and being the northwest comer of land now or formerly Robert L.
Creason, Et. Al. (Deed Book H-31 Page 854) and the northeast comer of land now or formerly
David E. Taylor and Cynthia S. Taylor (Deed Book N-34 page 1130); thence through land
formerly Central Penn Builders, Inc. (Deed Book Z-1 5 page 313) South 46 degrees 16 minutes
42 seconds West 12.81 feet to a capped iron rod set, said point being fifty-five (55) feet left and
radial from old Penn. DOT baseline "A" Station 36+01.08; thence along the toe of slope
easement line according to Penn. DOT record plans of S.R. 0581 the following four (4) courses
and distances 119.347 feet on a curve to the right having a radius of 3070.360 feet, a central
angle of 2 degrees 13 minutes 38 seconds, and a chord bearing and distance of North 42 degrees
36 minutes 29 seconds West 119.34 feet to a capped iron rod set at the point of tangency, said
point of tangency being fifty-five (55) feet left and at right angles to old Penn. DOT baseline
"A" station 34+79.60; thence North 41 degxees 29 minutes 40 seconds West 4.60 feet to a
capped iron rod set fifty-five (55) feet left and at right-angles to old Penn. DOT baseline "A"
station 34+75; thence North 48 degrees 30 minutes 20 seconds East 5.00 feet to a capped iron
rod set sixty (60) feet left and at right angles to old Penn. DOT baseline "A" station 34+75;
thence North 41 degrees 29 mim:tes 40 seconds West 81.21 feet to a capped iron rod set at the
intersection of the toe of slope easement line with the southern fight-of-way line of Carlisle Pike
and being sixty (60) feet left and at right angles to old Penh. DOT baseline "A" station
33+93.78; thence along the southern right-of-way line of Carlisle Pike South 83 degrees 44
minutes 13 seconds East 3.22 feet to a capped iron rod set thence along the rear lot line of lot 13
and in part lot 12 of Plat Book 6 page 46 the following two courses and distances, South 43
degrees 43 minutes 49 seconds East 149.974 feet to a point; South 43 degrees 47 minutes 47
seconds East 52.433 feet, to the point or place of beginning. Containing 1,769 square feet or
0.041 acre of land more or less.
Document #: 267041.1
Being a remainder portion of a deed dated September 15, 1954 from Ralph A. Scrafford
and Anne Scrafford, his wife to Central Penn Builders, Inc., recorded in Deed Book Z-15 page
313 on September 15, 1954.
15. The Pennsylvania Department of Transportation currently has a slope easement on
certain of the land which burdens the entirety of Defendants' Property and Plaintiffs' Property. The
slope easement acts as lateral support for Route 581, which is above the Plaintiffs' Property and
Defendants' Property.
16. Plaintiffs and their predecessors have occupied Defendants' Property in a manner
which is open, exclusive, hostile, adverse, and Plaintiffs are in actual possession of Defendants'
Property under a claim of right for a period in excess of twenty-one (21) years.
17. Through the abandonment of Defendants' Property, Plaintiffs and their
predecessors-in-interest, have been since prior to 1955, acting in derogation of or in actual
possession of any property right that was or might have been retained by CP Builders or by Paul
Bogar's heirs, executors, administrators, or assigns.
18. Plaintiffs' possession (or such possession by their predecessors-in-interest) of any
property right that was or might have been claimed or asserted by CP Builders or by Paul Bogar's
heirs, executors, administrators, or assigns is, and has continuously been since at least 1955, of such
a manner as to put a reasonable person on notice that Plaintiffs are holding any such right or
purported right as their own.
19. Plaintiffs' possession (or such possession by their predecessors-in-interest) of any
property right that might have been retained or claimed by CP Builders or by Paul Bogar's heirs,
executors, administrators, or assigns, is and has continuously been since at least 1955 visible and
notorious.
Document #: 267041.1
20. Plaintiffs' possession (or such possession by their predecessors-in-interest) of any
property right that might have been retained or claimed by CP Builders or by Paul Bogar's heirs,
executors, administrators, or assigns, is and has continuously been since at least 1955 the type of of
possession that is consistent with an owner's use of those fights.
21. Plaintiffs' possession (or such possession by their predecessors-in-interest) of any
property fight that might have been retained or claimed by CP Builders or by Paul Bogar's heirs,
executors, administrators, or assigns, is and has continuously since at least 1955 been distinct and
exclusive.
22. Plaintiffs' possession (or such possession by their predecessors-in-interest) of any
property fight that might have been retained or claimed by CP Builders or by Paul Bogar's heirs,
executors, administrators, or assigns, has been continuous since at least 1955.
23. Plaintiffs' possession (or such possession by their predecessors-in-interest) of any
property fight that might have been retained or claimed by CP Builders is, and has continuously
been since at least 1955, adverse to CP Builders or Paul Bogar's heirs, executors, administrators,
assigns and all others claiming any purported fights by virtue of the deed to Plaintiffs' Property.
24. Plaintiffs' possession (or such possession by their predecessors-in-interes0 of any
property right that might have been retained or claimed by CP Builders is, and has been
continuously since at least 1955, hostile to CP Builders or Paul Bogar's heirs, executors,
administrators, assigns and all others to the extent that any of them are or may be the true owners of
those rights.
25. All claims of Defendants are without any right whatever and were extinguished
and barred by adverse possession in excess of twenty-one years. Plaintiffs possess the
Defendants' Property free from any claim by Defendants.
Document #: 267041. l
WHEREFORE, Plaintiffs pray that this Honorable Court issue an adjudication:
1. That Defendants and all persons claiming under them be required to set forth the
right and nature of their claims to the real property;
2. That all adverse claims of Defendants and all persons claiming under them in and
to the Defendants' Property be determined by decree of this Court;
3. That Plaintiffs own in fee simple, and are entitled to the lawful, peaceful, and
continuous possession of Defendants' Property, and Defendants, and all persons claiming under
them, have no estate, right, title, lien or interest whatever in or to the Defendants' Property, or
any part thereof;
4. That Defendants and all persons claiming under them be permanently enjoined
from asserting any adverse title to Plaintiffs' title to the Defendants' Property; and
5. That the Plaintiffs be granted such other and further relief as the Court may deem
just and proper.
Date:
METZGER, WICKERSHAM, KNAUSS & ERB
///fl~uce~shawsky~
Attorney I.' -- VD. No. 58799
3211 North Front Street
P. O. Box 5300
Harrisburg, PA 17110-0300
(717) 238-8187
Attorneys for Plaintiffs
Document #: 267041.1
VERIFICATION
I, David E. Taylor, hereby certify that I have read the foregoing Complaint and believe it
to be true and correct to the best of my knowledge, information, and belief. I understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. §4904 relating to
unsworn falsification to authorities.
Date :
VERIFICATION
I, Cynthia Rowe Taylor, hereby certify that I have read the foregoing Complaint and
believe it to be true and correct to the best of my knowledge, information, and belief. I
understand that false statements herein are made subject to the penalties of 18 Pa. C.S. §4904
relating to unsworn falsification to authorities.
Cy/lthia Rowe Tayl6r
Date: ~fT///~/
Document #: 267041.
CERTIFICATE OF SERVICE
I, Milton Bernstein, Esquire, of the law firm of Metzger, Wickersham, Knauss & Erb,
P.C., hereby certify that I served a true and correct copy of Complaint to Quiet Title with
reference to the foregoing action by United States mail, first class mail, postage prepaid, this 25*
day of June, 2003 on the following:
Mellon Bank
Trustee of the Paul Bogar Trust
c/o J. Klm Caeace
Senior Director- Portfolio Management
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
Betty Lou Piano
c/o & Kim Cacace
Senior Director - Portfolio Management
Mellon Bank
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
Erin Piano Kelly
c/o J. }Om Cacace
Senior Director- Portfolio Management
Mellon Bank
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
Marc Piano
c/o J. Kim Cacace
Senior Director - Portfolio Management
Mellon Bank
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
METZGER, WICKERSHAM, KNAUSS & ERB, P.C.
Milton Berustein, Esquire
285402~1
DAVID E. TAYLOR and
CYNTHIA S. TAYLOR,
husband and wife,
Plaintiffs
Vo
MELLON BANK, Trustee of the Paul Bogar:
Trust, Sole Shareholder of
Central Penn Builders, Inc.,
BETTY LOU PLANO,
ERIN PLANO KELLY
MARC PLANO,
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
QUIET TITLE
CIVIL ACTION-LAW
JURY TRIAL DEMANDED
PRAECIPE TO SETTLE AND DISCONTINUE
TO THE PROTHONOTARY:
Please mark the above-referenced matter settled, discontinued and ended.
Date:
METZGER, WICKERSHAM, KNAUSS & ERB
Milton Bernstein, Esquire
Attorney I. D. No. 21520
3211 North Front Street
P. O. Box 5300
Harrisburg, PA 17110-0300
(717) 238-8187
Attorneys for Plaintiffs
Document #: 267041.1
CERTIFICATE OF SERVICE
I, Milton Bernstein, Esquire, of the law firm of Metzger, Wickersham, Knauss & Erb,
P.C., hereby certify that I served a true and correct copy of Praecipe to Settle and Discontinue
wit~.f renee to the foregoing action by United States mail, first class mail, postage prepaid, this
c~day of July, 2003 on the following:
Mellon Bank
Trustee of the Paul Bogar Trust
e/o J. Kim Caeace
Senior Director - Portfolio Management
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
Betty Lou Piano
c/o J. Kim Caeaee
Senior Director - Portfolio Management
Mellon Bank
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
Erin Piano Kelly
c/o J. Kim Cacace
Senior Director - Portfolio Management
Mellon Bank
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
Mare Piano
c/o J. Kim Cacace
Senior Director- Portfolio Management
Mellon Bank
1201 Third Avenue, Suite 5010
Seattle, WA 98101-3202
METZGER, WICKERSHAM, KNAUSS & ERB, P.C.
Milton Bernstein, Esquire
283402-1