This proceeding is a bill in equity quia timet, and it comes before the court on preliminary objections under Rule 48 of the Rules of Equity Practice.
The bill avers, inter alia, that Alfred A. Lidflick, a resident of Buffalo Township, Perry County, died intestate on February 19, 1941, leaving to survive him as his heirs at law two children, namely, Sheridan C. Liddiek, the plaintiff, and Clyde Liddiek, seized of a tract of land situate in the said township, containing 164 acres, more or less; that on February 26,1941, letters of administration of the personal estate of the said decedent were granted by the Register of Wills of Perry County to Sheridan C. Liddiek, the plaintiff; that on April 16,1941, the said Clyde Liddiek and his wife, by their deed duly recorded, conveyed his undivided one-half interest in said tract of land to the said Sheridan C. Liddiek; that on September 3, 1942, defendant presented to the Orphans’ Court of Perry County her petition, by her attorney, averring that the said Alfred A. Liddiek did not leave a spouse to survive him but did leave to survive him three children, namely, the said
For the purpose of the preliminary objections, the facts averred in the bill and all proper inferences from them must be taken to be true, and no fact not averred in the bill should be considered. This is in harmony with the old rule that a demurrer admits the truth of the facts averred in the pleading to which the demurrer is filed.
The first objection is “That upon the facts averred plaintiff has a full, complete and adequate remedy at law.” This is the sixth reason allowed in Equity Rule 48 for objecting preliminarily to a bill. The answer containing the objections does not specify any remedy at law which counsel for defendant contends is full, complete, and adequate, and we do not understand that any such specification is necessary. At the argument on these objections, it was claimed that plaintiff’s proper remedy is a rule on defendant to bring ejectment or a rule for an issue to be tried before a jury and that plaintiff as administrator could file an account and
The Act of March 8, 1889, P. L. 10, as amended by the Act of April 16, 1903, P. L. 212, authorized the court of common pleas of the proper county, upon a proper application, to grant a rule upon a. person, not in possession but claiming an interest in lands in the possession of the applicant, to bring an action of ejectment for such land within six months. The Act of June 10, 1893, P. L. 415, authorizes the court of common pleas of the county where lands, the title to which is in dispute, are situate, upon the application of a person in possession of such lands, to grant a rule upon a person, not in possession but claiming an interest therein, for an issue to determine their respective rights and interests to and in such lands. Both acts were enacted for the purpose of quieting title to real estate, and under each the respondent in the rule may be forever barred from bringing any action to recover the land he claims. Both acts have been held to provide adequate remedies for one in possession of land against one not in possession to settle any controversy between them respecting the title to the land; but it has also been held that no one can initiate a proceeding under either act unless he is in possession at the time of his application: Heppenstall v. Leng, 217 Pa. 491; Hemphill v. Ralston et al., 278 Pa. 432; Girard Trust Co., Trustee, v. Dixon et al., 335 Pa. 253. In Heller et ux. v. Fishman et al., 278 Pa. 328, it was held that one in possession of disputed land may not proceed by bill quia timet but must invoke the remedy of one of these statutes. Since the bill avers that E. D. Beigh took possession of the said tract of land, it may be inferred that he was in possession when
Plaintiff as administrator of the estate of Alfred A. • Liddick may, and under certain conditions he must, file an account of the personal estate of the intestate, and if such account shows a balance in his hands for distribution he may file a statement of proposed distribution or may ask for the appointment of an auditor to make distribution. If an auditor should be appointed, he would have power to pass upon the claim of Edna Liddick Louden as a child and next of kin of Alfred A. Liddick, and his findings and conclusions, confirmed by the orphans’ court, would, if unreversed, become conclusive as to her right to share in the distribution of the fund before the orphans’ court for distribution. But the action of the auditor and the orphans’ court would not be res ad judicata of the right of Edna Liddick Louden to share in the distribution of any other fund or estate, real or personal, as a child, next of kin, or heir at law of Alfred A. Liddick: Lease, Exec., v. Ensminger, 5 Pa. Superior Ct. 329; Kellerman’s Estate, 242 Pa. 3; Reamer’s Estate, 331 Pa. 117; Laughlin’s Estate, 336 Pa. 529; Jankaitis v. Harleigh Brookwood Coal Co., 134 Pa. Superior Ct. 125. Besides, there is not sufficient identity between Sheridan C. Liddick, administrator of the estate of Alfred A. Liddick, and Sheridan C. Lid-dick as an owner of real estate of the intestate to meet the essential principles of the doctrine of res adjudicata. It must be concluded, therefore, that an adjudication by the orphans’ court of the claim of defendant to a share of the personal estate of the intestate would not adjudicate her claim to a share of his real estate, and the suggested remedy in the orphans’ court does not provide plaintiff with such a remedy as will oust the jurisdiction of the court to entertain the pending bill.
There remains for our consideration a proceeding under the Uniform Declaratory Judgments Act. Section 1 of the original Act of June 18, 1923, P. L. 840, provides:
Section 4 of the same act provides:
“Any person interested, as or through an executor, administrator, trustee, guardian, or other fiduciary, creditor, devisee, legatee, heir, next of kin, or cestui que trust, in the administration of a trust, or of the estate of a decedent, an infant, lunatic, or insolvent, may have a declaration of rights or legal relations in respect thereto—
“(a) To ascertain any class of creditors, devisees, legatees, heirs, next of kin, or others; or . . .
“(c) To determine any question arising in the administration of the estate or trust, including questions of construction of wills and other writings.”
Section 5 of the same act provides:
“The enumeration in sections two, three and four does not limit or restrict the exercise of the general powers, conferred in section one, in any proceeding, where declaratory relief is sought, in which a judgment or decree will terminate the controversy or remove an uncertainty.”
Section 12 of the same act provides:
“This act is declared to be remedial. Its purpose is to settle and to afford relief from uncertainty and insecurity with respect to rights, status, and other legal relations, and is to be liberally construed and administered.”
Defendant, by her claim, asserts a status and legal relation with respect to Alfred A. Liddick, and if her claim is true she is entitled to a share of his estate,
Section 6 of the said act gave the court entertaining jurisdiction of such a proceeding a certain discretion to refuse to render or enter a declaratory judgment, and the Supreme Court, in a line of cases which it is not necessary to consider, laid down certain conditions controlling the exercise of such discretion. Then followed the Act of April 25,1935, P. L. 72, amending section 6
“Relief by declaratory judgment or decree may be granted in all civil cases where an actual controversy exists between contending parties, or where the court is satisfied that antagonistic claims are present between the parties involved which indicate imminent and inevitable litigation, or where in any such case the court is satisfied that a party asserts a legal relation, status, right, or privilege in which he has a concrete interest and that there is a challenge or denial of such asserted relation, status, right, or privilege by an adversary party who also has or asserts a concrete interest therein, and the court is satisfied also that a declaratory judgment or decree will serve to terminate the uncertainty or controversy giving rise to the proceeding
The petition of defendant to the orphans’ court has started an actual controversy over the distribution of the personal estate of plaintiff’s father and asserts a claim so antagonistic to plaintiff as to indicate future litigation between these parties over the real estate mentioned and described in the bill. Plaintiff asserts that Alfred A. Liddick had only two children surviving him, and defendant asserts that he had three and that
“This act is declared to be remedial. Its purpose is to settle and afford relief from uncertainty and insecurity with respect to rights, status, and other legal relations, and [it] is to be liberally construed and administered.”
A judgment would surely accomplish that purpose.
The second sentence of section 6 as amended by the Act of 1943 reads thus:
“Where, however, a statute provides a special form of remedy for a specific type of case, that statutory remedy must be followed; but the mere fact that an actual or threatened controversy is susceptible of relief through a general common law remedy, or an equitable remedy, or an extraordinary legal remedy, whether such remedy is recognized or regulated by statute or not, shall not debar a party from the privilege, of obtaining a declaratory judgment or decree in any case where the other essentials to such relief are present; but proceedings by declaratory judgment shall not be permitted in any case where a divorce or annulment of marriage is sought.”
We have already concluded that, because plaintiff is not in possession of the lands in dispute, he cannot avail himself of the statutory remedy of a rule to bring ejectment or a rule for an issue and that an adjudica
The jurisdiction of a court of equity to remove a cloud on title to real estate has been well settled in Pennsylvania and other States, but whether the petition of defendant to the orphans’ court, in which she claims the rights of a legitimate child of Alfred A. Liddick, is a cloud on the title to plaintiff’s real estate devolving, as he claims, on him and his brother only, is a question that must be decided sooner or later in this action.
“The technical term ‘cloud on title’ is thus defined: ‘A cloud upon title is a title or encumbrance apparently valid but in fact invalid’; Words & Phrases, 1st Series,
“A cloud upon a title which a court of equity has jurisdiction to remove is where there is an apparently good title or claim against that of the plaintiff, which, however [meaning the claim against the plaintiff], is really defective by reason of something not appearing of record. . . Born et al. v. Pittsburgh, 266 Pa. 129 (syllabus), per Shafer, J., whose opinion was adopted by the Supreme Court.
“Some color of title in defendant must be shown to constitute a cloud, and if the alleged cloud has not even the appearance of validity, there is no ground for invoking the aid of equity to remove it”: 51 C. J. 150.
“Equity will not interfere to remove a cloud on title where the invalidity of the instrument or claim complained of appears on its face, or is established conclusively by matters of record; where extrinsic facts must be proved for the purpose of establishing its validity; or where the party claiming under it must, in order to recover thereon, necessarily offer evidence inevitably showing its invalidity and destroying its effect”: 51 C. J. 150,151.
For other definitions and principles we refer to the extensive note on “Cloud on Title” in 78 A. L. R. 24-
We think the doctrine may be briefly stated in these words, taken from the opinion in Trustees of Schools v. Wilson et ux., 334 Ill. 347, 166 N. E. 55, 78 A. L. R. 22, 24:
“Clouds which may be removed by a court of equity consist of instruments or other proceedings in writing
Now, the alleged cloud is a writing, filed in the Orphans’ Court of Perry County and, we assume, recorded in its docket, but it is made and executed by the defendant only and is a self-serving declaration; it is not a title apparently valid, or a semblance or color of title, or a claim to land in some legal form; it would not be admissible in evidence in any action, has no probative force, would not meet any burden of proof, and would not drive the true owner to the production of his own title in defense. Of course, if the defendant can substantiate her claim by competent, credible, and sufficient evidence, then her claim can be enforced if she moves in due time, but for the purposes of the preliminary objections the averment in the bill that the defendant is not a legitimate child of Alfred A. Liddiek must be deemed to be true. Hence, we must hold that the defendant’s petition to the orphans’ court does not constitute a cloud on title, and that the pending bill cannot be maintained.
It follows that the controversy or threatened controversy between the parties to this bill is, to paraphrase the language of the first subjunctive clause of the second sentence of section 6 of the Act of 1923 as amended in 1943, unsusceptible of relief through a general common-law remedy, or an equitable remedy, or an extraordinary legal remedy, and that the plaintiff has a full, complete, and adequate remedy under the Uniform Declaratory Judgments Act.
The second preliminary objection is that “the pleadings objected to in the bill in equity do not legally constitute a cloud on title”. This objection is not clearly stated. By reference to the bill we find that the only writing mentioned in the bill which may be called a pleading and to which the plaintiff may be said to object is defendant’s petition to the orphans’ court, and we will treat this objection as if it asserted that the said
Rule 49 of the Equity Rules provides: “If the only objection sustained is that plaintiff has a full, complete and adequate remedy at law, the bill shall not be dismissed, but shall be certified to the law side of the court for further proceedings.”
This does not apply because we sustain both objections.
Decree
And now, February 1, 1945, upon consideration of the foregoing case, it is ordered, adjudged, and decreed that the preliminary objections to the bill be and are sustained, that the bill be and is hereby dismissed, and that plaintiff pay the costs. Exception granted.
