HomeMy WebLinkAbout96-1233 CivilLESTER ASSOCIATES, a general
partnership,
Plaintiff
Ve
GATEWAY SQUARE ASSOCIATES,
LLC, a Tennessee limited
liability company; and
DEPARTMENT OF REVENUE OF THE
COMMONWEALTH OF PENNSYLVANIA
Defendants
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION -- LAW
: 96-1233 CIVIL TERM
IN RE: PLAINTIFF'S MOTION FOR POST-TRIAL RELIEF
BEFORE BAYLEY and OLER, JJ.
FINAL DECREE
AND NOW, this ~ day of October, 1996, upon consideration
of Plaintiff's Motion for Post-trial Relief with respect to the
Adjudication and Decree Nisi dated July 26, 1996, and for the
reasons stated in the accompanying opinion, the relief requested is
granted in par't and denied in part, with the following facts being
found to have been established as between the parties as a
consequence of Defendant's failure to respond to Plaintiff's
complaint or amended complaint, or being otherwise demonstrated by
the record:
1. Plaintiff, Lester Associates, is a general partnership with its
principal office at 111 Presidential Boulevard, Suite 140, Bala
Cynwyd, Montgomery County, Pennsylvania 19004-1086.
2. Plaintiff is registered as a fictitious name with the
Pennsylvania Department of State, Corporation Bureau.
3. Defendant, Gateway Square Associates, LLC, is a Tennessee
limited liability company with its registered office at 408 North
Cedar Bluff Road, Suite 350, Knoxville, Tennessee 37923.
4. Defendant is not registered with the Pennsylvania Department of
State, Corporation Bureau, as a foreign limited company.
96-1233 CIVIL TERM
5. By way of a deed dated August 19, 1992, and recorded October
23, 1992, in the Cumberland County Recorder of Deeds Office in Deed
Book 35Y, Page 442, Plaintiff took title to a certain commercial
real property (hereinafter "Real Property") located in Hampden
Township, Cumberland County, Pennsylvania, bearing Tax Parcel
Number 10-20-1842-088A, and being a shopping center.
6. It is uncontroverted in the record that from October 23, 1992
to the present, Plaintiff has treated the Real Property as a
partnership property.
7. On March 20, 1995, a deed was recorded in Cumberland County
Deed Book 119, Page 916, in which Plaintiff conveyed the Real
Property to "Lester Associates, L.L.C."
8. At recording, an exclusion from transfer tax was claimed on the
basis that the transfer was in the nature of a corrective deed.
9. On August 23, 1995, a deed was recorded in Cumberland County
Deed Book 127, Page 62, in which Lester Associates, L.L.C, conveyed
the Real Property to Defendant.
10. At recording, an exclusion from transfer tax was claimed on
the basis that the transfer was in the nature of a corrective deed.
11. On December 8, 1995, a notice of determination was mailed by
the Department of Revenue notifying Plaintiff that realty transfer
tax had been assessed with respect to the March 20, 1995 deed.
12. On March 6, 1996, Plaintiff filed an appeal with the
Department of Revenue's Board of Appeals.
13. On March 6, 1996, Plaintiff also filed the instant action
asking that the two deeds recorded respectively on March 20, 1995,
and August 23, 1995, be declared null and void ab initio and that
title to the Real Property be vested in Plaintiff.
14. The instant action was brought as an action for declaratory
judgment pursuant to 42 Pa. C.S. §§7531-41~ with the expressed
purpose of determining a question of actual controversy between the
parties thereto; jurisdiction was based on 42 Pa. C.S. §7533.2
15. GateWay Square Associates, LLC, and the Department of Revenue
were named as defendants.
Declaratory Judgment Act of July 9, 1976, P.L. 586, §2.
Id.
16. An affidavit of service indicates that the complaint was
served on both parties and the Attorney General of Pennsylvania.
17. On March 19, i996, the Attorney General filed preliminary
objections on behalf of the Department of Revenue, contending that
the sole involvement of the Commonwealth concerned the imposition
of realty transfer tax and that that issue lay within the exclusive
jurisdiction of the Department of Revenue's Board of Appeals.
18. On April 19, 1996, Plaintiff filed an amended complaint which
eliminated the Department of Revenue as a defendant.
19. Defendant Gateway Square Associates, LLC, did not file an
answer to the complaint or amended complaint or otherwise respond.
20. On May 24, 1996, Lester Associates filed a praecipe for
default judgment with a notice to defend attached.
21. A certificate of service by Plaintiff's counsel indicates that
the praecipe for entry of judgment by default against Defendant was
served by first-class mail upon Defendant, the Department of
Revenue, and the Attorney General.
22. The Cumberland County Prothonotary entered a default judgment
against the Defendant on May 24, 1996.
23. Notice of the entry of a default judgment was served on
Defendant.
24. On May 24~ 1996, Plaintiff filed a motion for adjudication and
final decree upon default judgment pursuant to Pennsylvania Rule of
Civil Procedure 1511(b). A certificate of service indicates that
Defendant, the Department of Revenue and the Attorney General were
served with copies of the motion.
25. By Order dated June 7, 1996, a hearing on the motion was
scheduled for June 27, 1996, and the Order was served on Defendant,
the Department of Revenue and the Attorney General.
26. The hearing on June 27, 1996, was attended by Plaintiff's
counsel, Mark E. Halbruner, Esq., and by Sidney Becker, one of
Plaintiff's general partners.
27. Mr. Becker testified that to the best of his knowledge there
never was an entity called Lester Associates, L.L.C., and that he
had simply made a mistake in preparing the deed in that regard.
28. It is uncontroverted in the record that Lester Associates,
L.L.C., is not registered as a fictitious name or as a limited
liability company in Pennsylvania, or in any other jurisdiction.
29. Also present at the hearing were Kathleen K. Shaulis, Esq.,
from the Department of Revenue, and Ronald H. Skubecz, Esq.,
assisted by John Bobber, legal intern, from the Attorney General's
Tax Litigation Section.
30. The court afforded Attorneys Shaulis and Skubecz an
opportunity to formally enter their appearances in this matter on
behalf of the Commonwealth.
31. Speaking on behalf of himself and Ms. Shaulis, Mr. Skubecz
acknowledged that the Commonwealth had been given a full
opportunity to intervene in the proceeding. Mr. Skubecz then
stated that the Commonwealth declined to enter its appearance, as
its only interest in the proceeding was the transfer tax associated
with the deed of March 20, 1995, an issue then pending before the
Department of Revenue's Board of Appeals.
32. Attorneys Shaulis and Skubecz observed but did not participate
in the remainder of the hearing.
33. As the instant action does not directly involve the transfer
tax associated with the deed of March 20, 1993, the Court believes
that the Department of Revenue's interests in this action have been
adequately represented as contemplated by 42 Pa. C.S. §7540(b).3
34. Defendant did not appear and was not represented at the
hearing.
35. At the conclusion of the hearing, the Court entered an Order
closing the record and taking the matter under advisement.
36. Plaintiff' has submitted a brief in support of its position
that title to the property in question remains in Plaintiff.
37. An adjudication and decree nisi was entered by the court on
July 26, 1996.
38. Plaintiff filed a motion for post-trial relief with respect to
the adjudication and decree nisi pursuant to Pennsylvania Rule of
Civil Procedure 227.1.
3 Act of July 9, 1976, P.L. 586, §2, 42 Pa. C.S. §7540(b)
provides that:
In any proceeding which involves the effect of any
asserted legal relation, status, right, or privilege upon
the determination of any tax, the appropriate taxing
authority shall be served with a copy of the proceeding,
but if such taxing authority does not enter its
appearance, the requirements of this section shall
nevertheless be satisfied if the court considers that the
interests of the taxing authority are adequately
represented.
96-1233 CIVIL TERM
It is DECLARED, ADJUDGED, AND DECREED that, by virtue of
Defendant's default, and as between the parties to this action,
title to the property bounded and described as follows shall be
deemed to be in Plaintiff, Lester Associates:
ALL THAT CERTAIN tract of land situated in Hampden
Township, Cumberland County, Pennsylvania, being
designated as Tract "A" on a Plan of Subdivision made for
Crossgates, Inc. and recorded in the Recorder of Deeds
Office of Cumberland County in Plan Book 51, Page 109,
and being bounded and described as follows:
BEGINNING at an iron pin on the Southern right of way
line Carlisle Pike, of U.S. Route 11, said point being
thirty (30) feet South of centerline of said Carlisle
Pike at the lands now or formerly of Hampden Township,
thence from said point of beginning South 10 degrees 3
minutes 57 seconds West 790.29 feet to an iron pin,
thence by the same lands South 88 degrees 34 minutes 24
seconds West 1113.75 feet to an iron pin in the
centerli~e of Brandy Lane, a 33 foot wide road; thence
along the centerline of said Brandy Lane and by the lands
now or formerly of the United States Government the
following courses and distances: North 3 degrees 40
minutes 36 seconds West 275.55 feet to a spike; thence by
the same, North 00 degrees 40 minutes 36 seconds West
315.49 feet to a spike, said point being the Southerly
line of New Brandy Lane, as shown on the aforesaid Plan
of Subdivision for Crossgates, Inc.; thence by said line
of New Brandy Lane, with a curve to the right, having a
radius of 270.00 feet, (subtended by a chord North 59
degrees 42 minutes, 27 seconds East 266.86 feet) an arc
distance of 279.14 feet to a point; thence by the same
North 89 degrees 19 minutes 24 seconds East 152.81 feet
to a point; thence by the same with a curve the left,
having a radius of 390.00 feet (subtended by a chord
North 74 degrees 45 minutes 54 seconds East 196.06 feet)
an arc distance of 198.19 feet to a point; thence by the
same South 29 degrees 47 minutes 36 seconds East 15.00
feet to a point; thence by the same, with a curve to the
left, having a radius of 405.00 feet, (subtended by a
chord North 48 degrees 53 minutes 47 seconds East 158.86
feet) and arc distance of 159.89 feet to a point; thence
by the same, North 37 degrees 35 minutes 11 seconds East
175.65 feet to a point; thence by the same, with a curve
to the right, having a radius of 65.00 feet, (subtended
by a chord North 77 degrees 58 minutes 44 seconds East
84.24 feet) an arc distance of 91.65 feet to a point on
the southern right of way of Carlisle Pike aforesaid;
thence by the same, with a curve right, having a radius
of 7609.49 feet, (subtended by a chord south 59 degrees
57 minutes 47 seconds East 442.68 feet) an arc distance
of 442.74 feet to an iron pin at THE POINT OF BEGINNING;
CONTAINING 22.35 acres and being part of a tract of land
surveyed by D.P. Raffensperger and Associates for
Crossgates Inc last revised June 19, 1986.
NOTHING HEREIN is intended to express an opinion as to the
effect of this Decree, if any, upon any issues of real estate
transfer tax liability.
BY THE COURT,
Mark E. Halbruner, Esq.
1013 Mumma Ro~d, Suite 100
Lemoyne, PA 17043
Attorney for Plaintiff
Barnett & Weiskopf
408 North Cedar Bluff Road
Suite 350
Knoxville, TN 37923
Agents for Gateway Square
Associates, LLC
Ronald H. Skubecz, Esq.
Office of the Attorney General
Tax Litigation Section
15th Floor, Strawberry Square
Harrisburg, PA 17120
(Courtesy Copy)
Kathleen K. Shaulis, Esq.
Pennsylvania Department of Revenue
Office of Chief Counsel
Department 281061
Harrisburg, PA 17128-1061
(Courtesy Copy)
: rc
LESTER ASSOCIATES, a general
partnership,
Plaintiff
Vo
GATEWAY SQUARE ASSOCIATES,
LLC, a Tennessee limited
liability company; and
DEPARTMENT OF REVENUE OF THE
COMMONWEALTH OF PENNSYLVANIA
Defendants
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION -- LAW
96-1233 CIVIL TERM
IN RE: PLAINTIFF'S MOTION FOR POST-TRIAL RELIEF
BEFORE BAYLEY and OLER, JJ.
OPINION and FINAL DECREE
This case involves the question of title to commercial real
property located in Hampden Township, Cumberland County,
Pennsylvania, bearing Tax Parcel Number 10-20-1842-088A. Presently
before the court is Plaintiff's Motion for Post-trial Relief
requesting that the court add certain findings of fact and
conclusions of"law to the adjudication and decree of July 26, 1996,
delete other findings of fact and conclusions of law, and declare
two deeds purporting to convey title to the Real Property to Lester
Associates, L.L.C., and Defendant, respectively, to be null and
void ab initio.
STATEMENT OF FACTS; PROCEDURAL HISTORY
The pertinent facts in this case are as follows. On March 20,
1995, a deed was recorded in which Plaintiff conveyed certain real
property located in Hampden Township, Cumberland County,
Pennsylvania, bearing Tax Parcel Number 10-20-1842-088A
(hereinafter, Real Property) to "Lester Associates, L.L.C." Then,
96-1233 CIVIL TERM
in a deed recorded on August 23, 1995, "Lester Associates, L.L.C."
conveyed the Real Property to Defendant. An exemption from the
real estate transfer tax was claimed at each recording on the
ground that the transfer was in the nature of a corrective deed.
Nevertheless, a realty transfer tax was assessed against the March
20, 1995 deed by the Department of Revenue. Plaintiff filed an
.appeal with the Department of Revenue's Board of Appeals,
contesting the realty transfer tax assessment.
Plaintiff also filed a declaratory judgment action in this
court, asking that the two deeds be declared null and void ab
initio and that title to the Real Property be vested in Plaintiff.
Both Gateway Square Associates, L.L.C., and the Department of
Revenue were °named as defendants in this action. Preliminary
objections were filed by the Department contending that the sole
involvement of the Commonwealth in the matter concerned the
imposition of realty transfer tax, an issue that was required to be
resolved by the Department of Revenue's Board of Appeals.
Plaintiff then voluntarily filed an amended complaint which
eliminated the Department of Revenue as a defendant in this action.
When Defendant Gateway failed to file an answer to the
complaint or amended complaint or otherwise respond, a default
judgment was entered against it, in favor of Plaintiff. Plaintiff,
then, filed a motion for adjudication and final decree pursuant to
96-1233 CIVIL TERM
Pennsylvania Rule of Civil Procedure 1511(b). A hearing on the
motion was held on June 27, 1996.
Following the hearing, the court entered an adjudication and
decree nisi dated July 26, 1996. In response, Plaintiff filed the
pOst-trial motion presently before the court requesting several
forms of relief. First, Plaintiff requests that the following
findings of fact be added to the Adjudication and Decree: (1) From
October 23, 1992, to the present, Plaintiff has treated the Real
Property as a partnership property; (2) the Complaint was duly
served on both parties and the Attorney General of Pennsylvania,
and an Affidavit of Service was filed; (3) a copy of the default
notice was served on the Department of Revenue and the Attorney
General; (4) notice of the default judgment was served on
Defendant, the Department of Revenue and the Attorney General by
first-class mail on May 24, 1996; (5) on May 24, 1996, Plaintiff
filed a motion for adjudication and final decree upon default
judgment and served Defendant, the Department of Revenue and the
Attorney General with copies of the motion; (6) by Order dated June
7, 1996, a hearing on the motion was scheduled for June 27, 1996,
and the Order was served on Defendant, the Department of Revenue
and the Attorney General; (7) at the outset of the hearing and
after an in camera discussion with all counsel, the Court afforded
Attorneys Shaulis and Skubecz an opportunity to formally enter
their appearances in this matter on behalf of the Commonwealth; (8)
3
96-1233 CIVIL TERM
speaking on behalf of himself and Ms. Shaulis, Mr. Skubecz
acknowledged that the Commonwealth had been given a full
opportunity to intervene in the proceeding and stated that the
Commonwealth declined to enter its appearance; and (9) attorneys
Shauli$ and Skubecz observed but did not participate in the
remainder of the hearing.
Plaintiff maintains that the first requested finding of fact
is necessary to determine whether Plaintiff or Defendant is liable
for taxes, expenses, and damages incurred in connection with the
Real Property. The remaining requested findings of fact are,
according to Plaintiff, important to the issue of notice given to
the Department of Revenue.
Second, Plaintiff requests that the following finding of fact
be deleted from the Adjudication and Decree: The Department of
Revenue determined that one of the two deeds may have been
corrective; therefore, one tax determination was made on the March
20, 1995 deed. Plaintiff maintains that this finding of fact is
not supported by the record.
Third, Plaintiff asks that the following be added as
conclusions of law: (1) This is an action for declaratory judgment
pursuant to 42 Pa. C.S. S7531 et seq., for the purpose of
determining a question of actual controversy between the parties
hereto; (2) jurisdiction of this action is based on 42 Pa. C.S.
S7533; (3) Lester Associates, L.L.C. does not exist as a legal
4
96-1233 CIVIL TERM
entity; (4) as a non-existent entity, Lester Associates, L.L.C.
could neither receive nor convey title to the Real Property; (5)
this action involves the effect of the parties' legal relation,
status, right and privilege upon the aforesaid determination of
realty transfer tax, and Revenue may therefore have entered its
appearance in this action pursuant to 42 Pa. C.S. S7540(b); and (6)
Revenue's interests in this action have been adequately represented
as contemplated by 42 Pa. C.S. §7540(b).
Plaintiff maintains that the first two conclusions of law are
necessary to describe the nature of these proceedings and the
court's jurisdiction over them. The third and fourth conclusions
of law are said by Plaintiff to be the foundation of the court's
determination'that the deeds in question had no legal effect. The
remaining conclusions of law are purportedly necessary to explain
why the Department of Revenue and the Attorney General were given
notice of the proceeding and the opportunity to intervene in the
hearing.
FOurth, Plaintiff requests that the Court declare that the
deeds of March 20, 1993 and August 23, 1993, were null and void ab
initio, that the said deeds did not convey, transfer, devise, vest,
confirm or evidence any transfer or devise of real estate, and that
the said deeds should be expunged from the public record. This is
necessary, according to Plaintiff, to make clear that the deeds had
no effect, in order to resolve any questions that might arise as to
5
96-1233 CIVIL TERM
Plaintiff's liability for taxes, expenses, and damages incurred
between the time of the recording of the March 20, 1995 deed and
the time of this court's decree.
Fifth, Plaintiff asks that the court delete the following
statement from the Adjudication and Decree: "NOTHING HEREIN is
intended to represent a determination as to any issues of real
estate transfer tax liability, nor to bind any entity not now a
captioned party to this litigation." Plaintiff claims that this
statement is unnecessary and that the court does not have
jurisdiction to state what effect its decree will have on such
issues.
Finally, Plaintiff requests that the court delete the
following underlined passage from the Adjudication and Decree: "It
is DECLARED, ADJUDGED, AND DECREED that by virtue of Defendant's
default, and as between the parties to this action, title to the
property bounded and described as follows shall be deemed to be in
Plaintiff, Lester Associates." Plaintiff contends that the court
should not indicate impact, or lack of impact, its decree will have
on non-parties.
For the reasons stated below, the relief requested will be
granted in part and denied in part.
6
96-1233 CIVIL TERM
DISCUSSION
The purpose of the Declaratory Judgment Act "is to settle and
to afford relief from uncertainty and insecurity with respect to
rights, status, and other legal relations, and [the act] is to be
liberally construed and administered." Act of July 9, 1976, P.L.
586, S2, 42 Pa. C.S. S7541(a). However, "the presence of
antagonistic claims indicating imminent and inevitable litigation
coupled with a clear manifestation that the declaration sought will
be of practical help in ending the controversy are essential to the
granting of relief by way of declaratory judgment." Gulnac v.
South Butler School District, 526 Pa. 483, 487, 587 A.2d 699, 701
(1991). "A declaratory judgment must not be employed to determine
rights in ant'icipation of events which may never occur or for
consideration of moot cases or as a medium for the rendition of an
advisory opinion." Id. at 488, 587 A.2d at 701.
Furthermore, declaratory relief is not available with respect
to any "[p]roceeding within the exclusive jurisdiction of a
tribunal other than a court [or any] proceeding involving an appeal
from an order of a tribunal." Act of July 9, 1976, P.L. 586, §2,
as amended, 42 Pa. C.S. §7541(c)(2), (3) (Supp. 1996). If
declaratory judgment proceedings are "used to prejudge issues that
are committed for initial resolution to an administrative forum ...
then the trial court can be said to have exceeded the limitations
7
96-1233 CIVIL TERM
of the Act." Clearfield Bank & Trust Co. v. Shaffer, 381 Pa.
Super. 259, 262, 553 A.2d 455, 456 (1989).
Under the Realty Transfer Tax Act, Act of March 4, 1971, P.L.
6, §~ll01-C to 1113-C, as amended, 72 P.S. §§8101-C to 8113-C,
appeals from determinations of realty transfer tax are to be heard,
in the first instance, by the Department of Revenue's Board of
Appeals. Jurisdiction over any further appeal from the Board's
determination is conferred upon the Board of Finance and Revenue,
Act of March 4, 1971, P.L. 6, §llll-C, as amended, 72 P.S. §8111-
C(c), and, thereafter, upon the Pennsylvania Commonwealth Court,
Act of June 2, 1915, P.L. 736, §427, as amended, 42 Pa. C.S.
§763(a). Thus, declaratory relief is unavailable in matters
relating to ta'x assessments. See Deigendesch v. County of Bucks,
505 Pa. 555, 565-66, 482 A.2d 228, 233 (1984).
First, regarding Plaintiff's requested additions to the
findings of fact, the Court has added those findings of fact
requested by Plaintiff to the extent that they are supported by the
record. As to the service of the notice of the default judgment on
the Department of Revenue and the Attorney General, the record
includes a certificate of service by Plaintiff's counsel indicating
that the praecipe for entry of judgment by default against
Defendant was served by first-class mail upon Defendant, the
Department of Revenue, and the Attorney General. The record is
less clear that the Prothonotary's entry of judgment in compliance
8
96-1233 CIVIL TERM
with the praecipe was served upon the Department or the Attorney
General, and no finding will be made that it was.
Second, regarding the deletion requested by Plaintiff, the
record does not explicitly contain the Department of Revenue's
determination that one of the two deeds may have been corrective
and the court has removed this finding of fact in the final decree.
The record does indicate that a tax assessment was made by the
Department of Revenue as to the March 20, 1995 deed; however, since
this finding of fact is included in paragraph 11 of the Decree, it
need not be retained in the finding which Plaintiff finds
offensive.
Third, regarding the conclusions of law requested by Plaintiff
on the subjec~' of whether Lester Associates, L.L.C., existed as a
legal entity, the findings which the court is willing to make have
been supplied in paragraphs 27 and 28 of the Decree.
Regarding the conclusion of law sought on the effect which
this court's decree should have on the issue of the realty transfer
tax assessed, it is noted that the tax issue is the subject of an
administrative appeal to the Department of Revenue's Board of
Appeals. A declaratory judgment on this issue is not within the
jurisdiction of this court; we must, instead, under the Declaratory
9
96-1233 CIVIL TERM
Judgment Act, limit our determination to a controversy which exists
between named Plaintiff and Defendant.4
In this regard, a controversy purportedly exists between
Plaintiff and Defendant over whether title to the Real Property is
vested in Plaintiff or Defendant. In response to Defendant's
default, the court has resolved this controversy by decreeing that,
as between Plaintiff and Defendant, title to the property is vested
in Plaintiff and not in Defendant. It is unnecessary for this
court to involve itself through conclusions of law in an area
within the jurisdiction of another body.
Fourth, regarding the requested declaration that the deeds
were null and void ab initio; such a declaration would primarily
serve to advance Plaintiff's interests against a nonparty in an
area within another body's jurisdiction.5 Such a declaration would
probably not have the desired effect,6 and the court is not willing
to participate in this endeavor in the context of a default
judgment.
4 See Gulnac v. South Butler School District, 526 Pa. 483,
587 A.2d 699 (1991).
~ See Generally Bolus v. United Penn Bank, 360 Pa. Super.
234, 520 A.2d 433 (1987).
6 See Sabatine v. Commonwealth, 497 Pa. 453, 442 A.2d 210
(1981) (parties to an executed conveyance of real estate held not
entitled to refund of taxes paid thereon solely by reason of fact
that the deed was subsequently declared null and void ab initio
by a consent decree entered in equity action).
10
96-1233 CIVIL TERM
Finally, regarding Plaintiff's request that the court delete
statements from the Decree that the Decree is not "intended to
represent a determination as to any issues of real estate transfer
tax liability, nor to bind any entity not now a captioned party to
this litigation," and that the court's declaration is meant to
resolve the controversy "as between the parties to this action"
only, the statements represent the court's intent and understanding
of the law. The former statement will, however, be modified
somewhat to be less dispositive in tone.
For the above stated reasons, the following Final Decree will
be entered:
FINAL DECREE
AND NOW, {his 7th day of October, 1996, upon consideration of
Plaintiff's Motion for Post-trial Relief with respect to the
Adjudication and Decree Nisi dated July 26, 1996, and for the
reasons stated in the accompanying opinion, the relief requested is
granted in part and denied in part, with the following facts being
found to have been established as between the parties as a
consequence of Defendant's failure to respond to Plaintiff's
complaint or amended complaint, or being otherwise demonstrated by
the record:
1. Plaintiff, Lester Associates, is a general partnership with its
principal office at 111 Presidential Boulevard, Suite 140, Bala
Cynwyd, Montgomery County, Pennsylvania 19004-1086.
11
96-1233 CIVIL TERM
2. Plaintiff is registered as a fictitious name with the
Pennsylvania Department of State, Corporation Bureau.
3. Defendant, Gateway Square Associates, LLC, is a Tennessee
limited liability company with its registered office at 408 North
Cedar Bluff Road, Suite 350, Knoxville, Tennessee 37923.
4. Defendant is not registered with the Pennsylvania Department of
State, Corporation Bureau, as a foreign limited company.
5. By way of a deed dated August 19, 1992, and recorded October
23, 1992, in the Cumberland County Recorder of Deeds Office in Deed
Book 35Y, Page 442, Plaintiff took title to a certain commercial
real .property (hereinafter "Real Property") located in Hampden
Township, Cumberland County, Pennsylvania, bearing Tax Parcel
Number 10-20-1842-088A, and being a shopping center.
6. It is uncontroverted in the record that from October 23, 1992
to the present, Plaintiff has treated the Real Property as a
partnership property.
7. On March 20, 1995, a deed was recorded in Cumberland County
Deed Book 119, Page 916, in which Plaintiff conveyed the Real
Property to "Lester Associates, L.L.C."
8. At recording, an exclusion from transfer tax was claimed on the
basis that the transfer was in the nature of a corrective deed.
9. On August 23, 1995, a deed was recorded in Cumberland County
Deed Book 127, Page 62, in which Lester Associates, L.L.C, conveyed
the Real Property to Defendant.
10. At recording, an exclusion from transfer tax was claimed on
the basis that the transfer was in the nature of a corrective deed.
11. On December 8, 1995, a notice of determination was mailed by
the Department of Revenue notifying Plaintiff that realty transfer
tax had been assessed with respect to the March 20, 1995 deed.
12. On March 6, 1996, Plaintiff filed an appeal with the
Department of Revenue's Board of Appeals.
13. On March 6, 1996, Plaintiff also filed the instant action
asking that the two deeds recorded respectively on March 20, 1995,
and August 23, 1995, be declared null and void ab initio and that
title to the Real Property be vested in Plaintiff.
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96-1233 CIVIL TERM
14. The instant action was brought as an action for declaratory
judgment pursuant to 42 Pa. C.S. ~§7531-41? with the expressed
purpose of determining a question of actual controversy between the
parties thereto; jurisdiction was based on 42 Pa. C.S. ~7533.8
15. Gateway Square Associates, LLC, and the Department of Revenue
were named as defendants.
16. An affidavit of service indicates that the complaint was
served on both parties and the Attorney General of Pennsylvania.
17. On March 19, 1996, the Attorney General filed preliminary
objections on behalf of the Department of Revenue, contending that
the sole involvement of the Commonwealth concerned the imposition
of realty transfer tax and that that issue lay within the exclusive
jurisdiction of the Department of Revenue's Board of Appeals.
18. On April 19, 1996, Plaintiff filed an amended complaint which
eliminated the Department of Revenue as a defendant.
19. Defendant Gateway Square Associates, LLC, did not file an
answer to the complaint or amended complaint or otherwise respond.
20. On May 24, 1996, Lester Associates filed a praecipe for
default judgment with a notice to defend attached.
21. A certificate of service by Plaintiff's counsel indicates that
the praecipe for entry of judgment by default against Defendant was
served by first-class mail upon Defendant, the Department of
Revenue, and the Attorney General.
22. The Cumberland County Prothonotary entered a default judgment
against the Defendant on May 24, 1996.
23. Notice of the entry of a default judgment was served on
Defendant.
24. On May 24, 1996, Plaintiff filed a motion for adjudication and
final decree upon default judgment pursuant to Pennsylvania Rule of
Civil Procedure 1511(b). A certificate of service indicates that
Defendant, the Department of Revenue and the Attorney General were
served with copies of the motion.
Declaratory Judgment Act of July 9, 1976, P.L. 586, ~2.
Id.
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96-1233 CIVIL TERM
25. By Order dated June 7, 1996, a hearing on the motion was
scheduled for June 27, 1996, and the Order was served on Defendant,
the Department of Revenue and the Attorney General.
26. The hearing on June 27, 1996, was attended by Plaintiff's
counsel, Mark E. Halbruner, Esq., and by Sidney Becker, one of
Plaintiff's general partners.
27. Mr. Becker testified that to the best of his knowledge there
never was an entity called Lester Associates, L.L.C., and that he
had simply made a mistake in preparing the deed in that regard.
28. It is uncontroverted in the record that Lester Associates,
L.L.C., is not registered as a fictitious name or as a limited
liability company in Pennsylvania, or in any other jurisdiction.
29. Also present at the hearing were Kathleen K. Shaulis, Esq.,
from the Department of Revenue, and Ronald H. Skubecz, Esq.,
assisted by John Bobber, legal intern, from the Attorney General's
Tax Litigation Section.
30. The court afforded Attorneys Shaulis and Skubecz an
opportunity to formally enter their appearances in this matter on
behalf of the Commonwealth.
31. Speaking on behalf of himself and Ms. Shaulis, Mr. Skubecz
acknowledged that the Commonwealth had been given a full
opportunity to intervene in the proceeding. Mr. Skubecz then
stated that the Commonwealth declined to enter its appearance, as
its only interest in the proceeding was the transfer tax associated
with the deed of March 20, 1995, an issue then pending before the
Department of Revenue's Board of Appeals.
32. Attorneys Shaulis and Skubecz observed but did not participate
in the remainder of the hearing.
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96-1233 CIVIL TERM
33. As the instant action does not directly involve the transfer
tax associated with the deed of March 20, 1993, the Court believes
that the Department of Revenue's interests in this action have been
adequately represented as contemplated by 42 Pa. C.S. §7540(b).9
34. Defendant did not appear and was not represented at the
hearing.
35. At the conclusion of the hearing, the Court entered an Order
closing the record and taking the matter under advisement.
36. Plaintiff has submitted a brief in support of its position
that title to the property in question remains in Plaintiff.
37. An adjudication and decree nisi was entered by the court on
July 26, 1996.
38. Plaintiff filed a motion for post-trial relief with respect to
the adjudication and decree nisi pursuant to Pennsylvania Rule of
Civil Procedure 227.1.
It is DECLARED, ADJUDGED, AND DECREED that, by virtue of
Defendant's d~'fault, and as between the parties to this action,
title to the property bounded and described as follows shall be
deemed to be in Plaintiff, Lester Associates:
ALL THAT CERTAIN tract of land situated in Hampden
Township, Cumberland County, Pennsylvania, being
designated as Tract "A" on a Plan of Subdivision made for
Crossgates, Inc. and recorded in the Recorder of Deeds
Office of Cumberland County in Plan Book 51, Page 109,
and being bounded and described as follows:
9 Act of July 9, 1976, P.L. 586, ~2, 42 Pa. C.S. ~7540(b)
provides that:
In any proceeding which involves the effect of any
asserted legal relation, status, right, or privilege upon
the determination of any tax, the appropriate taxing
authority shall be~served with a copy of the proceeding,
but if such taxing authority does not enter its'
appearance, the requirements of this section shall
nevertheless be satisfied if the court considers that the
interests of the taxing authority are adequately
represented.
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96-1233 CIVIL TERM
BEGINNING at an iron pin on the Southern right of way
line Carlisle Pike, of U.S. Route 11, said point being
thirty (30) feet South of centerline of said Carlisle
Pike at the lands now or formerly of Hampden Township,
thence from said point of beginning South 10 degrees 3
minutes 57 seconds West 790.29 feet to an iron pin,
thence by the same lands South 88 degrees 34 minutes 24
seconds West 1113.75 feet to an iron pin in the
centerline of Brandy Lane, a 33 foot wide road; thence
along the centerline of said Brandy Lane and by the lands
now or formerly of the United States Government the
following courses and distances: North 3 degrees 40
minutes 36 seconds West 275.55 feet to a spike; thence by
the same, North 00 degrees 40 minutes 36 seconds West
315.49 feet to a spike, said point being the Southerly
line of New Brandy Lane, as shown on the aforesaid Plan
of Subdivision for Crossgates, Inc.; thence by said line
of New Brandy Lane, with a curve to the right, having a
radius of 270.00 feet, (subtended by a chord North 59
degrees 42 minutes, 27 seconds East 266.86 feet) an arc
distance of 279.14 feet to a point; thence by the same
North 89 degrees 19 minutes 24 seconds East 152.81 feet
to a point; thence by the same with a curve the left,
having a~radius of 390.00 feet (subtended by a chord
North 74 degrees 45 minutes 54 seconds East 196.06 feet)
an arc distance of 198.19 feet to a point; thence by the
same South 29 degrees 47 minutes 36 seconds East 15.00
feet to a point; thence by the same, with a curve to the
left, having a radius of 405.00 feet, (subtended by a
chord North 48 degrees 53 minutes 47 seconds East 158.86
feet) and arc distance of 159.89 feet to a point; thence
by the same, North 37 degrees 35 minutes 11 seconds East
175.65 feet to a point; thence by the same, with a curve
to the right, having a radius of 65.00 feet, (subtended
by a chord North 77 degrees 58 minutes 44 seconds East
84.24 feet) an arc distance of 91.65 feet to a point on
the southern right of way of Carlisle Pike aforesaid;
thence by the same, with a curve right, having a radius
of 7609.49 feet, (subtended by a chord south 59 degrees
57 minutes 47 seconds East 442.68 feet) an arc distance
of 442.74 feet to an iron pin at THE POINT OF BEGINNING;
CONTAINING 22.35 acres and being part of a tract of land
surveyed by D.P. Raffensperger and Associates for
Crossgates Inc last revised June 19, 1986.
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96-1233 CIVIL TERM
NOTHING HEREIN is intended to express an opinion as to the
effect of this Decree,
transfer tax liability.
if any, upon any issues of real estate
BY THE COURT,
s/ J. Wesley Oler, Jr.
J. Wesley Oler, Jr., J.
Mark E. Halbruner, Esq.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
Attorney for Plaintiff
Barnett & Weiskopf
408 North Cedar Bluff Road
Suite 350
Knoxville, TN 37923
Agents for Gateway Square
Associates, LLC
Ronald H. Skubecz, Esq.
Office of the Attorney General
Tax Litigation Section
15th Floor, Strawberry Square
Harrisburg, PA 17120
(Courtesy Copy)
Kathleen K. Shaulis, Esq.
Pennsylvania Department of Revenue
Office of Chief Counsel
Department 281061
Harrisburg, PA 17128-1061
(Courtesy Copy)
: rc
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