HomeMy WebLinkAbout2005-6758 Civil
IN RE: PUBLIC UPSET SALE OF : IN THE COURT OF COMMON PLEAS OF
PROPERTIES HELD BY THE : CUMBERLAND COUNTY, PENNSYLVANIA
CUMBERLAND COUNTY TAX :
CLAIM BUREAU ON DECEMBER 8, :
2005 TAX SALE LAW :
:
(1827 Ritner Highway, Shippensburg, :
PA Tax Parcel #30-11-0304-001) : 05-6758 CIVIL TERM
IN RE: PETITION TO SET ASIDE TAX SALE OR
ORDER SATISFACTION OF MORTGAGE
OPINION AND ORDER OF COURT
Bayley, J., September 18, 2007:--
Steve L. Nenninger and Susan E. Nenninger were the owners of 1827 Ritner Highway,
North Newton Township, Cumberland County, Pennsylvania. They were in default of a
May 3, 2005
mortgage on the property for which an action in foreclosure was filed on by the
July, 2005
holder of the mortgage, Mortgage Electronic Registration Systems (MERS).1 In , as
a result of the Nenningers failure to pay taxes, the Cumberland County Tax Claim Bureau
December 7, 2005
notified them that their property would be sold at a tax sale. On , the
property was sold in foreclosure to MERS by the Sheriff of Cumberland County. The next day,
December 8, 2005
, the property was sold for the upset price at a tax sale to James Halkias.2
December 29, 2005
On , on the petition of the Tax Claim Bureau, this court entered an order
February 1, 2006
of confirmation nisi. On , no objections or exceptions having been filed, a
__________
1
The original lender on February 28, 2002, was Conseco Bank, Inc. That mortgage
was assigned to Conseco Finance Consumer Discount Company. That company then
assigned the mortgage to MERS. The assignment dated October 20, 2005, was
recorded on November 3, 2005, in the Office of the Recorder of Deeds of Cumberland
County at Miscellaneous Book 689, Page 330. The address of MERS on the
assignment is in Flint, Michigan.
05-6758 CIVIL TERM
January 30, 2006
final decree of absolute confirmation was entered. On , the Tax
February 13, 2006
Claim Bureau executed a deed, which was recorded on , to James Halkias.
February 7, 2006
The Sheriff of Cumberland County, by a deed executed on , and
February 8, 2006
recorded on , conveyed the property to Household Realty Corporation, the
March 20, 2006,
assignee from MERS.On for the consideration of $65,000, James Halkias
executed and recorded a deedtothe property to Wayne Z. Shirk and Susan S. Shirk.
July 12, 2006
On , Household Realty Corporation filed a petition to “set aside
and/or strike public tax upset sale of property or alternatively, to order upset tax sale
July 13, 2006
purchaser to satisfy mortgage.” On , a Rule was entered upon the
Cumberland County Tax Claim Bureau and James P. Halkias to show cause why
petitioner was not entitled to the relief requested. A hearing was scheduled for August
December 29, 2006
10, 2006, which was continued. On , Household filed an amended
petition “to set aside and/or strike public tax upset sale of property or alternatively, to
order petitioner to satisfy mortgage.” This petition included Wayne Z. Shirk and Susan
S. Shirk as respondents. A hearing was scheduled, which was continued. The hearing
July 16, 2007August 23,
was conducted on . The issues where briefed and argued on
2007
.
STANDING
Respondents maintain that Household Realty Corporation does not have
standing to seek the relief sought in its amended petition. The Real Estate Tax Sale
2
The bid was for $6,503.96.
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05-6758 CIVIL TERM
et seq.
Law, 72 P.S. Section 5860.101 , at Section 607(g), provides:
If no objections or exceptions are filed or if objections or
exceptions are finally overruled and the sale confirmed absolutely,
the validity
of the tax, its return for nonpayment, the entry of the claim, or
the proceedings of the bureau
the making of such claim absolute and
with respect to such sale, shall not thereafter be inquired into
judicially in equity or by civil proceedingsby the person in whose
name such property was sold, by a grantee or assignee, by any lien
creditor or by any other person, except with respect to the giving of
notice under the act, to the time of holding the sale, or to the time of
petitioning the court for an order of sale.
There shall be no period of
redemption after such sale and the sale shall be deemed to pass a good
and valid title to the purchaser, free from any liens or encumbrances
whatsoever, except such liens as are hereafter specifically saved, and in
all respects as valid and effective as if acquired by a sheriff’s deed.
(Emphasis added.)
Household Realty Corporation was not the owner of 1827 Ritner Highway when
this court entered an order of confirmation nisi on December 29, 2005. However, by a
letter to the Sheriff of Cumberland County dated January 26, 2006, and received by the
Sheriff on January 30, 2006, one day before the final decree of absolute confirmation of
the tax sale was entered on February 1, 2006, MERS provided notice that it was
“assigning the bid and requesting the DEED be recorded in the name of Household
Realty Corporation (MERS is acting/has acted as the agent for the real party in interest
or beneficial owner), 1270 Northland Drive, Ste 200, Mendota Heights, MN 55120.”
The assignment to Household by MERS of the ownership it obtained at the mortgage
foreclosure sale gives Household Realty Corporation standing in this post-confirmation
3
judicial challenge to the tax sale.
__________
3 First Horizon Loan Corporation v. Adams County Tax Claim
Contrast the facts in
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05-6758 CIVIL TERM
PROCEDURE
Respondents maintain that Household’s amended petition must be dismissed
because they did not seek permission nunc pro tunc to file objections or exceptions to
the tax sale. The Real Estate Tax Sale Law at Section 5860.607(a.1)(1) provides that
notice shall be given by the Tax Claim Bureau within thirty days of the actual sale to
each owner of the property:
that the owner may fileobjections or
that the property was sold and
exceptionsrelating to the regularity and procedures
with the court
followed during the sale
no later than thirty (30) days after the court has
4
made a confirmation nisi of the consolidated return. (Emphasis added.)
Subsection 607(a.1)(2) sets forth the actual warning to be provided to the owner in this
notice. Subsection 607(b.1), provides:
If notice is given under subsection (a.1)(2), proof that notice under
subsection (a.1)(1) was not received by the owner shall not defeat a sale
If the mailed or published notice
nor invalidate title to property.
required under this section is defective or was served in an untimely
manner, the court shall enter an order nunc pro tunc for cause and,
upon proof of prejudice, shall grant the owner leave to file objections
Bureau,
847 A.2d 774 (Pa. Commw. 2004).
4
Section 102 of the Real Estate Tax Sale Law contains the following definition:
“OWNER,” the person in whose name the property is last registered, if
registered according to law, or, if not registered according to law, the
person whose name last appears as an owner of record on any deed or
instrument of conveyance recorded in the county office designated for
recording and in all other cases means any person in open, peaceable
and notorious possession of the property, as apparent owner or owners
thereof, or the reputed owner or owners thereof, in the neighborhood of
such property; as to property having been turned over to the bureau
under Article VII by any county, “owner” shall mean the county.
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05-6758 CIVIL TERM
and exceptions.
(Emphasis added.)
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05-6758 CIVIL TERM
In re The Property of Continental Motels, Inc.,
In 32 Pa. Commw. 429 (1977),
an owner of property sold at a tax sale filed a petition for leave to file objections and
exceptions nunc pro tunc after the sale was confirmed and made absolute and a deed
was transferred to the purchaser and recorded. The trial court granted the petition, and
exceptions and objections were filed. The court then found the notice requirements
had
not been met, and an order was entered pursuant to Section 607(g), setting aside the
sale. On appeal, the Commonwealth Court of Pennsylvania stated:
The first issue before us is whether the use of a petition and rule to
show cause is an improper procedure for the challenging of the
validity of a tax sale after confirmation and recording of the tax deed.
We note that here the petition and rule were not used to challenge the
validity of the sale; rather, they were used simply to obtain leave to file the
objections and exceptions by which such challenge was made. Nor do we
find error in the lower court’s permitting the property owner to file its
objections and exceptions nunc pro tunc. While section 607(g) of the
Law, 72 P.S. §5860.607(g), establishes generally the invulnerability of
sales confirmed absolutely, that subsection expressly excepts allegations
“as to the giving of notice as required by the act . . .” and permits them to
be heard after confirmation. The allegations here clearly fall within that
exception.
In the present case, the petition of Household is not brought under Section
607(b.1) which allows an owner leave to file objections and exceptions if published
notices are defective or were served in an untimely manner in which case the court
shall enter an order nunc pro tunc for cause and, upon proof of prejudice, grant the
owner leave to file objections and exceptions. Rather, Household brought its petition,
for which a rule was entered under Section 607(g), after the tax sale was confirmed
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05-6758 CIVIL TERM
absolutely. Section 607(g) limits relief “except with respect to the giving of notice under
the act, to the time of holding the sale, or to the time of petitioning the court for an order
of sale.” There is no time limit in Section 607(g) for seeking relief judicially, in equity or
In re The Property of
by civil proceedings. While the Commonwealth Court in
Continental Motels, Inc., supra,
concluded that a petition and rule to show cause was
a proper procedure for challenging the validity of a tax sale after confirmation and
recording of the tax deed, that procedure was not used to challenge the validity of the
sale but was “used to simply obtain leave to file the objections and exceptions by which
such a challenge was made.” Notwithstanding, we are satisfied that Household’s
petition for a rule under Section 607(g) to judicially set aside this tax sale, even though
it did not petition for leave to file objections and exceptions, is not precluded because
there is no time limit under the Section for seeking relief. Household’s judicial
challenge is limited to the type of relief allowed under Section 607(g) after final
confirmation and the Tax Bureau’s transfer of the deed to Halkias, i.e., relief based on a
claim of inadequate notice under the Real Estate Tax Sale Law. Therefore, no petition
to proceed nunc pro tunc is required and Household is not limited to seeking relief in
equity or in another civil proceeding such as an action to quiet title.
PETITION TO SET ASIDE TAX SALE
Until 1827 Ritner Highway was sold to the mortgagee MERS at the Sheriff’s sale
on December 7, 2005, the owners were the Nenningers. Household and respondents
agree that the issue Household now raises pursuant to Section 607(g) as to “the giving
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05-6758 CIVIL TERM
of notice under the act,” involves any notice that was required to be given to MERS. In
Parkton Enterprises, Inc. v. Krulac,
53 Cumberland L.J. 84 (2003), the Sheriff of
Cumberland County, on September 4, 2002, sold the property of Torres and Malave in
foreclosure to the first mortgagee and executing creditor. On September 26, 2002, the
property was sold at an upset tax sale to the Krulacs, to whom a deed from the
Cumberland County Tax Claim Bureau was recorded on December 2, 2002. The Tax
Claim Bureau knew that the property was listed for a Sheriff’s sale but did not check
before the tax upset sale to determine if it was sold by the Sheriff. The Tax Claim
Bureau did not provide the purchaser at the Sheriff sale with any notice of the tax sale.
We concluded that even though the purchaser had knowledge that taxes were owed
and overdue on the property, such knowledge did not equate to implied actual notice of
the tax sale. We held that it was incumbent upon the Tax Claim Bureau, having
received notice of a pending Sheriff sale, to use common sense business practices to
make inquiry of the Sheriff before the tax upset sale on September 26, 2002, to
determine if the property was sold. A check by the Tax Claim Bureau would have
disclosed the sale by the Sheriff twenty-two days before the upset tax sale. We held
that “[a]lthough the Tax Claim Bureau served all of the notices on the record owner
within the timeframes required by the Real Estate Tax Law, the Bureau was
constitutionally required to give notice to any new owner if reasonably ascertainable,
which Parkton was.” An order setting aside the tax sale was entered. The
Commonwealth Court affirmed, stating:
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05-6758 CIVIL TERM
Certainly, as the trial court stated, it would have been reasonable for the
Bureau to contact the Sheriff prior to the tax sale to determine whether
there was a new owner of the Property. Because the Bureau failed to
make a reasonable effort to discover the identity of the new owner of the
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05-6758 CIVIL TERM
Property, i.e., Parkton, we conclude that the trial court properly set aside
5
the Tax Upset Sale and quieted title in Parkton.
sub judice,
In the case 1827 Ritner Highway was sold by the Sheriff in
foreclosure to MERS on December 7, 2005. The next day, December 8, 2005, the
property was sold at the upset tax sale to James Halkias. Although the Cumberland
County Tax Claim Bureau was not under any legal obligation to give any pre-sale
notice
6
to MERS as the mortgagee, it nevertheless, having been involved in the Parkton case,
and anticipating that the property might be sold to MERS at the Sheriff sale, sent MERS
October 6, 2005
notice on , of the tax sale scheduled for December 8, 2005, by two
letters. One letter was sent to the address in Flint, Michigan, which is its address on
the mortgage assignment to MERS recorded at Miscellaneous Book 689, Page 330.
The Tax Bureau also sent MERS a notice at another address in Elmhurst, Illinois. Each
was sent by certified mail. The letter sent to Flint, Michigan, was signed for and
delivered on October 9, 2005, and the one sent to Elmhurst, Illinois, was signed for and
delivered on October 11, 2005. Each letter described the property at 1827 Ritner
Highway, North Newton Township, Cumberland County, Pennsylvania, the owner as
Steve L. and Susan E. Nenninger, and stated:
__________
5 Parkton Enterprises, Inc. v. Krulac
, 865 A.2d 295 (Pa. Commw. 2005).
6
Properties sold at an upset tax sale are conveyed “subject to the lien of every
recorded obligation, claim, lien, estate, mortgage, ground rent and Commonwealth tax
lien not included in the upset price with which said property may have or shall become
charged or for which it may be come liable.” 72 P.S. § 5860.609.
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05-6758 CIVIL TERM
The above property is scheduled for an Upset Tax Sale for the
collection of delinquent real estate taxes on December 8, 2005. To avoid
said sale, the following amount must be paid to the Tax Claim Bureau
before the date of sale at the above address:
Tax parcel no. 30-11-0304-001 $4,610.03
If you have any questions regarding these matters, please contact
the Cumberland County Tax Claim Bureau at (717) 240-6366. Enclosed
please find a copy of your mortgage.
December 9, 2005
On , the Cumberland County Tax Bureau sent MERS a post-
sale notice that the property had been sold on December 8, 2005. Notice was sent to
the Flint, Michigan, address and signed for and delivered on December 15, 2005; to the
Elmhurst, Illinois, address and signed for and delivered on December 11, 2005; and to
another address at 1270 Northland Drive, Suite 200, Mendota Heights, Minnesota,
which was signed for and delivered on December 16, 2005. In each letter the 1827
Ritner Highway property was set out with a parcel number, and the notice, pursuant to
Section 607(a.1)(2) of the Real Estate Tax Sale Law, set forth:
WARNING
“THE ABOVE PROPERTY HAS BEEN SOLD AT A TAX UPSET
DECEMBER 8, 2005
SALE ON FOR THE COLLECTION OF
NORTH
DELINQUENT TAXES INCURRED IN THE MUNICIPALITY OF
NEWTON TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
YOU MAY FILE OBJECTIONS OR EXCEPTIONS TO THE SALE
IMMEDIATELY BUT NO LATER THAN THIRTY (30) DAYS FOLLOWING
THE COMFIRMATION [SIC] NISI OF THE RETURN BY THE COURT.
IF YOU HAVE ANY QUESTIONS PLEASE CALL YOUR
ATTORNEY, THIS TAX CLAIM BUREAU AT THE FOLLOWING
TELEPHONE NUMBER (717) 240-6366, OR THE COUNTY LAWYER
REFERRAL SERVICE.”
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05-6758 CIVIL TERM
Household now argues that the tax sale should be set aside because the pre-
sale notice sent to MERS was not in the form required by Section 602(g) of the Real
Estate Tax Sale Law, which provides:
All notices required by this section other than the newspaper notice
and notice in the legal journal shall contain the following provision which
shall be conspicuously placed upon said notices and set in at least 10-
point type in a box as follows:
WARNING
“YOUR PROPERTY IS ABOUT TO BE SOLD WITHOUT YOUR
CONSENT FOR DELINQUENT TAXES. YOUR PROPERTY MAY
BE SOLD FOR A SMALL FRACTION OF ITS FAIR MARKET
VALUE. IF YOU HAVE ANY QUESTIONS AS TO WHAT YOU
MUST DO IN ORDER TO SAVE YOUR PROPERTY, PLEASE
CALL YOUR ATTORNEY, THE TAX CLAIM BUREAU AT THE
FOLLOWING TELEPHONE NUMBER , OR THE COUNTY
LAWYER REFERRAL SERVICE.”
Household forgets that when the notices of the tax sale scheduled for December
8, 2005, were sent to MERS on October 6, 2005, MERS was a mortgagee and there
was no requirement to send it notice. Therefore, Household’s position that the tax sale
should now be set aside because of the form of the notices is chutzpah. MERS
purchased the property at a tax sale on December 7, 2005, one day before the upset
Parkton
tax sale on December 8, 2005. The holding in , where the foreclosure sale
occurred twenty-two days before the tax sale, thus triggering a requirement to send the
purchaser notice of the tax sale, cannot realistically be applied here where the
foreclosure sale was one day before the tax sale. Furthermore, the Tax Claim Bureau
sent MERS a post-sale notice on December 9, 2005, one day after the tax sale, in the
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05-6758 CIVIL TERM
form required in Section 607(a.1)(2) of the Real Estate Tax Sale Law. It is inexplicable
that MERS, having received pre-sale and post-sale notices, did not protect its interest
prior to the final decree of absolute confirmation entered on February 1, 2006.
PETITION TO ORDER SATISFACTION OF MORTGAGE
Household maintains in this Judicial proceeding to set aside a tax sale, that this
court should order the purchaser, James Halkias, to satisfy the MERS mortgage. There
is no such remedy. Besides, the Sheriff’s sale discharged the lien of MERS’ mortgage
Pennsylvania Company v. Emmons,
on 1827 Ritner Highway. See 338 Pa. 513
7
(1940). Therefore, there was no lien of the MERS’ mortgage on the property when it
was purchased by Halkias and later purchased by the Shirks.
ORDER OF COURT
AND NOW, this day of September, 2007, the relief sought by
IS DENIED.
petitioner, Household Realty Corporation,
By the Court,
Edgar B. Bayley, J.
Alan M. Minato, Esquire
Woodcrest Corporate Center
111 Woodcrest Road, Suite 200
Cherry Hill, NJ 08003
For Household Realty Corporation
Stephen D. Tiley, Esquire
__________
7
However, the unpaid mortgage indebtedness continued to exist against the
Nenningers.
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5 South Hanover Street
Carlisle, PA 17013
Solicitor, Cumberland County Tax Claim Bureau
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05-6758 CIVIL TERM
Norman M. Yoffe, Esquire
214 Senate Avenue, Suite 404
Camp Hill, PA 17011
For James P. Halkias
Robert Frey, Esquire
5 South Hanover Street
Carlisle, PA 17013
For Wayne Z. Shirk and Susan S. Shirk :sal
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IN RE: PUBLIC UPSET SALE OF : IN THE COURT OF COMMON PLEAS OF
PROPERTIES HELD BY THE : CUMBERLAND COUNTY, PENNSYLVANIA
CUMBERLAND COUNTY TAX :
CLAIM BUREAU ON DECEMBER 8, :
2005 TAX SALE LAW :
:
(1827 Ritner Highway, Shippensburg, :
PA Tax Parcel #30-11-0304-001) : 05-6758 CIVIL TERM
IN RE: PETITION TO SET ASIDE TAX SALE OR
ORDER SATISFACTION OF MORTGAGE
ORDER OF COURT
AND NOW, this day of September, 2007, the relief sought by
IS DENIED.
petitioner, Household Realty Corporation,
By the Court,
Edgar B. Bayley, J.
Alan M. Minato, Esquire
Woodcrest Corporate Center
111 Woodcrest Road, Suite 200
Cherry Hill, NJ 08003
For Household Realty Corporation
Stephen D. Tiley, Esquire
5 South Hanover Street
Carlisle, PA 17013
Solicitor, Cumberland County Tax Claim Bureau
Norman M. Yoffe, Esquire
214 Senate Avenue, Suite 404
Camp Hill, PA 17011
For James P. Halkias
Robert Frey, Esquire
5 South Hanover Street
Carlisle, PA 17013
05-6758 CIVIL TERM
For Wayne Z. Shirk and Susan S. Shirk :sal
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