Borzencki v. Estate of Stakum

489 A.2d 341, 195 Conn. 368, 1985 Conn. LEXIS 695
CourtSupreme Court of Connecticut
DecidedMarch 5, 1985
Docket11808
StatusPublished
Cited by21 cases

This text of 489 A.2d 341 (Borzencki v. Estate of Stakum) is published on Counsel Stack Legal Research, covering Supreme Court of Connecticut primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Borzencki v. Estate of Stakum, 489 A.2d 341, 195 Conn. 368, 1985 Conn. LEXIS 695 (Colo. 1985).

Opinion

Arthur H. Healey, J.

The main issue in this appeal is whether the Superior Court properly ordered a par[369]*369tition by sale of certain real estate located in Oxford in which the parties1 owned varying fractional interests in their own rights and through the testate estate of Anthony J. Stakum (testator).

The testator, a widower, died on April 11, 1980, a resident of Oxford. His last will and testament was admitted to probate in the Probate Court for the district of Oxford. The residuary clause of the will devised to certain parties interests in three contiguous parcels of land in Oxford comprising in total approximately 105.3 acres. We refer to these parcels, as have the parties, as parcels 1, 2 and 3. Parcel 1 contains approximately 81.8 acres; parcel 2 contains approximately 21.5 acres; and parcel 3 contains approximately 2 acres of land. The interests of the parties in parcels 1 and 3 arise out of ownership acquired by them prior to the testator’s death as well as from his estate.2 Parcel 2 was owned entirely by the testator at the time of his death. Under his will, the devisees of that parcel and the interests devised are:

Lucy Stakum Borzencki 1/3 interest
William Stakum 1/3 interest
Linda Stakum Baker 1/6 interest
Janice Stakum 1/6 interest

Parcels 1 and 3 consist of approximately 83.8 acres of land3 in which the testator held an undivided one half [370]*370interest upon Ms death. The ownership interests and the interests devised under the testator’s will are the following:

Interest Interest by
by Prior Devise from Total
Ownership Testator Interest
Lucy Stakum Borzencki 1/6 1/6 1/3
William Stakum 1/6 1/6 1/3
Linda Stakum Baker Janice Stakum Ida Stakum 1/18 1/12 1/18 1/12 1/18

On October 20, 1980, pursuant to General Statutes § 45-247, now § 45-257a,4 the defendant William [371]*371Stakum, both as executor and as an heir, and the defendants Linda Stakum Baker and Ida Stakum,5 requested permission of the Probate Court for an order of partition by sale of parcels 1 and 3, which were owned by the plaintiff, the defendants and the estate as tenants in common.6 The plaintiff opposed this motion. On December 20,1980, after notice and hearing, the Probate Court entered an order authorizing and empowering the executor to sell the real property involved at a private sale. Thereafter, the plaintiff appealed to the Superior Court. Following a two day trial de novo, the Superior Court affirmed the decree [372]*372of the Probate Court and ordered a partition by sale. In doing so, the Superior Court concluded that a sale and division of the net proceeds would best promote the interests of the parties. This appeal followed.

On appeal, the plaintiff claims that the trial court erred: (1) in granting a partition by sale under § 45-257a of a 105 acre parcel of land which could be physically divided when, in the plaintiffs view, the defendants failed to prove that a partition by sale would better promote the best interests of the decedent’s estate and the other parties concerned; and (2) in granting a partition by sale it failed to consider the public policy of this state favoring the preservation of farmland. We find no error.

In examining the plaintiff’s first claim of error, we learn that it is essentially three-fold. First, the trial court, in ordering a partition by sale under § 45-257a, did so in derogation of the settled preference for partition in kind over partition by sale. Second, the 105 acre parcel could have been physically divided. Third, the defendants failed to sustain their burden of proving that partition by sale would better promote the interests of the estate and all the interested parties.

“It has long been the policy of this court, as well as other courts, to favor a partition in kind over a partition by sale.” (Citations omitted.) Delfino v. Vealencis, 181 Conn. 533, 536, 436 A.2d 27 (1980); Coxe v. Coxe, 2 Conn. App. 543, 550, 481 A.2d 86 (1984). In Delfino, we also said that “[s]ince our law has for many years presumed that a partition in kind would be in the best interests of the owners, the burden is on the party requesting a partition by sale to demonstrate that such a sale would better promote the owners’ interests.” (Citations omitted.) Delfino v. Vealencis, supra, 538; see Johnson v. Olmsted, 49 Conn. 509, 517-18 (1882). This presumption in favor of a partition in kind, a [373]*373threshold issue upon an application for a partition by sale, remains viable. In order to prevail, the proponents of a partition by sale must demonstrate that two conditions are satisfied: “(1) the physical attributes of the land are such that a partition in kind is impracticable or inequitable; and (2) the interests of the owners would better be promoted by a partition by sale.” (Citations omitted.) Delfino v. Vealencis, supra, 537-38; Kaiser v. Second National Bank, 123 Conn. 248, 256, 193 A. 761 (1937); Contaldi v. Errichetti, 79 Conn. 276, 277-78, 64 A. 219 (1906); Coxe v. Coxe, supra.

The inequity of a near absolute preference for partition in kind under certain circumstances long ago led to statutory enactments permitting partition by sale. Johnson v. Olmsted, supra, 517. Because “as it might sometimes happen that by partition [in kind] the property would be practically sacrificed, the statute has opened a way of escape from such a result” by permitting a court of equity to order a partition by sale when the court’s opinion is that “a sale will better promote the interest of the owners.” Id.

The statutory right to partition by sale must be examined in light of the particular statute in effect, its language and historical derivation. Penfield v. Jarvis, 175 Conn. 463, 466, 399 A.2d 1280 (1978). Our early decisions “dealing with the new statutory remedy of partition by sale emphasized that ‘[t]he statute giving the power of sale introduces . . . no new principle; it provides only for an emergency, when a division cannot be well made, in any other way.’ ” (Citations omitted.) Id., 471.

The parties in this case agree that the defendants petitioned the Probate Court for a partition by sale pursuant to § 45-257a and that the plaintiff appealed to the Superior Court from the Probate Court decree approving such a sale. That statute provides, inter alia, [374]*374that the Probate Court, after a full hearing “shall . . . make all orders as the interests of the parties and the estate demand. . and that partition by sale shall not be ordered “unless . . . it appears that the best interests of the estate and of the parties concerned will be promoted thereby. ...” General Statutes § 45-257a (b).

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Bluebook (online)
489 A.2d 341, 195 Conn. 368, 1985 Conn. LEXIS 695, Counsel Stack Legal Research, https://law.counselstack.com/opinion/borzencki-v-estate-of-stakum-conn-1985.