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IN RE: ESTATE OF
GERALDINE MAE
HOCKLEY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 21-04-10
IN RE: PETITON TO SATISFY MORTGAGES OF DECENDENT'S ESTATE
BEFORE OLER, J.
OPINION and ORDER OF COURT
OLER, 1., April 9, 2007
The Petitioner, Sammy Eugene Hockley, in his capacity as executor in the
estate of Decedent Geraldine Mae Hockley, through his counsel, Karl E.
Rominger, Esq., has filed a Petition To Satisfy Mortgages of Decedent's Estate.
The facts alleged in the Petition To Satisfy Mortgages can be summarized as
follows:
The Decedent died on December 25, 2003, and to date Petitioner's counsel
has been attempting to complete the administration of the estate. 1 The decedent's
property was subject to several outstanding mortgages, which the Petitioner
believes were paid and which need to be satisfied of record prior to settlement of
the estate? Petitioner's counsel has attempted, without success, to contact the
holders of the mortgages.3 No creditors to date, including the record Mortgagees,
have made a claim against the estate.4
1 Petitioner's Petition To Satisfy Mortgages of Decedent's Estate, paras. 1-2, filed February 6,
2007 (hereinafter Petition To Satisfy).
2 Petition To Satisfy, para. 3.
3 Petition To Satisfy, paras. 4, 8-10.
4 Petition To Satisfy, para. 14.
DISCUSSION
Counsel for the Petitioner seeks to act pursuant to 21 P.S. 9 688 to secure
satisfaction on the record of the mortgages. This statute reads as follows:
In all cases where the legal presumption of the payment of
mortgages shall exist from lapse of time, and no satisfaction
appears on the record thereof, it shall be lawful for the owner or
owners of the mortgaged premises to apply by petition to the
court of common pleas of the county where the mortgaged
premises are situate, setting forth the premises, and also the name
of the holder or holders of the mortgage, if known, and if not
known then stating that fact, whereupon the said court shall
direct the sheriff of the said county to serve a notice, stating the
facts set forth in the petition, on the holder or holders of the said
mortgage, if to be found in the said county, and, in case the
parties aforesaid cannot be found in the said county, then the said
sheriff shall give public notice as aforesaid, in one or more
newspapers published within or nearest the said county, once a
week for four weeks successively prior to the then next term after
the petition as aforesaid shall have been presented, requiring said
parties to appear at said term and answer the petition as aforesaid
at which term, should any person or persons appear, claiming to
be the holder or holders of the said mortgage, the said court shall
enter a rule on the person or persons claiming to sue out a writ of
scire facias to the next quarterly or monthly return day, to which
it shall be lawful for any party to appear and defend as is now
authorized by law, as to writs of scire facias, and in default of a
compliance with the said rule, and in the event of a
nonappearance of any person to answer the said petition as
aforesaid, the said court, being satisfied of the truth of the said
petition, are hereby authorized and required, at the same or any
subsequent term of the said court, to decree and direct that
satisfaction shall be entered on the record of the said mortgage by
the recorder of the proper county, on payment of the costs due
relative to the entry of said mortgage or any proceedings thereon;
which said satisfaction so entered shall forever thereafter
discharge, defeat and release the same, and shall likewise bar all
actions brought or to be brought thereon, as fully and effectually
to all intents and purposes as if the satisfaction had been entered
2
by the legal holder or holders of the said mortgage. When a
mortgage contains no fixed date of maturity or date of payment,
it shall be deemed, for the purpose of having satisfaction entered
on the record under the provisions of this act because of a legal
presumption of payment from lapse of time, to have matured and
the payment thereof to have become due one year from the date
of acknowledgment of such mortgage.
However, pursuant to Pennsylvania Rule of Civil Procedure 1068, 21 P.S. 9
688 has been suspended indefinitely. The note following Rule 1068 states that the
statute was suspended. It would appear that, depending on when the mortgages
were allegedly satisfied, Petitioner should have proceeded by an independent
action pursuant to 21 P.S. 9681 or the Mortgage Satisfaction Act of 2002, 21 P.S.
9 721-1 et seq. If the mortgages were satisfied prior to the February 7, 2003
effective date of the Mortgage Satisfaction Act of 2002, Section 681 would apply;
if not, Sections 721-1 et seq. would apply.
Section 681 provides:
Any mortgagee of any real or personal estates in the
Commonwealth, having received full satisfaction and payment of
all such sum and sums of money as are really due to him by such
mortgage, shall, at the request of the mortgagor, enter satisfaction
either upon the margin of the record of such mortgage recorded in
the said office or by means of a satisfaction piece, which shall
forever thereafter discharge, defeat and release the same; and shall
likewise bar all actions brought, or to be brought thereupon.
Section 721-4 provides a similar process for satisfying mortgages:
Every mortgagee shall, upon receipt of payment of the entire
mortgage obligation and tender of all required satisfaction and
recording costs, present for recording in the office where the
mortgage is recorded a duly executed satisfaction piece in
substantially the form set out in section 5 and acknowledged as
provided by law. The satisfaction piece when recorded shall
forever thereafter discharge, defeat and release the lien and debt of
the mortgage.
3
Section 721-6 reqUIres that a mortgagor send notice to the mortgagee
requesting that a satisfaction piece be entered in a similar fashion to the terms of
section 681. Where service can not be made in a conventional manner, a special
order in the context of the suit regarding service may be sought.
One legal problem which may arise in the attempted satisfaction of the
mortgages is that the Petitioner is not the actual "Mortgagor" as is required in
both Section 681 and 721-6. The Superior Court in Noel v. First Financial Bank,
2004 Pa. Super. 278, 855 A.2d 90 (2004), recently held that the "Mortgagor" had
to be the party who fully paid the mortgage. This issue has also recently been
addressed in this county by Judge Guido in Lyons v. Wachovia Bank National
Association, No. 2002-5032 Civ., Slip Opinion (Cumberland County Ct. of
Common Pleas June 21, 2006). In Lyons, the plaintiff was a subsequent
purchaser of property and thus under Noel, lacked standing because the plaintiff,
not the party who paid the mortgage in full as required by section 681. The
present case however, would appear to be distinguishable from Lyons, because
here it is the personal representative of the payor/mortgagor who is attempting to
secure record satisfaction, whereas in Lyons it was a subsequent purchaser of the
property.
F or the foregoing reasons, the following order of court will be entered:
ORDER OF COURT
AND NOW, this 9th day of April, 2007 upon consideration of Petitioner
Sammy E. Hockley's Petition To Satisfy Mortgages of Decedent's Estate, and for
the reasons stated in the accompanying opinion, the relief requested will be denied
without prejudice the Petitioner's right to utilize the procedures delineated in
either 21 P.S. 9 681 or the Mortgage Satisfaction Act of 2002, 21 P.S. 9 721-1 et
seq., as the case may be.
4
Karl E. Rominger, Esquire
155 South Hanover Street
Carlisle, P A 17013
Attorney for Petitioner
BY THE COURT,
s/ 1. Wesley Oler, Jr.
1. Wesley Oler, Jr., 1.
5
6
IN RE: ESTATE OF
GERALDINE MAE
HOCKLEY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-10
IN RE: PETITON TO SATISFY MORTGAGES OF DECENDENT'S ESTATE
BEFORE OLER, J.
ORDER OF COURT
AND NOW, this 9th day of April, 2007 upon consideration of Petitioner
Sammy E. Hockley's Petition To Satisfy Mortgages of Decedent's Estate, and for
the reasons stated in the accompanying opinion, the relief requested will be
denied, without prejudice the Petitioner's right to utilize the procedures delineated
in either 21 P.S. 9 681 or the Mortgage Satisfaction Act of 2002, 21 P.S. 9 721-1
et seq., as the case may be.
BY THE COURT,
1. Wesley Oler, Jr., 1.
Karl E. Rominger, Esquire
155 South Hanover Street
Carlisle, P A 17013
Attorney for Petitioner