Brosnan v. Gaffney

209 A.D. 430, 204 N.Y.S. 846, 1924 N.Y. App. Div. LEXIS 8647
Appellate Division of the Supreme Court of the State of New York·Decided May 9, 1924·Published·Cited by 3 cases

Opinion

Manning, J.:

John Brosnan, plaintiff’s intestate, on or about the 12th day of September, 1903, purchased a lot of land, with a house thereon, known as No. 381 Third street, in the borough of Brooklyn, from one Annie E. Mingus, and continued to own that property from the date of its purchase down to July 29, 1919. He was a widower [431] with several children. Fifteen years after he bought the property he married his second wife, Margaret L. Brosnan. On or about July 29, 1919, and about a year after this marriage, he sold the property to one Carmelo Mammi and his wife, the consideration for the conveyance being $7,200. In the deed his second wife, Margaret L. Brosnan, joined, thus extinguishing her right of dower in the premises. Upon the sale, and in part payment of the purchase price thereof,- Mammi and his wife, the purchasers, made, executed and delivered to said John Brosnan and Margaret L. Brosnan, his wife, a bond and purchase-money mortgage for the sum of $5,200. The mortgage was dated simultaneously with the deed. Thereafter, and on or about the 7th day of August, 1921, John Brosnan died, leaving him surviving his widow, Margaret L. Brosnan, ’ and several children 'by his former deceased wife. He left no will, and letters of administration upon his estate were issued to his son, Frank J. Brosnan, the plaintiff in this action, by the surrogate of Kings county, wherein Brosnan resided at the time of his death. Thereafter, and on or about July 1, 1922, his widow, Margaret L. Brosnan, died, leaving her surviving two brothers, John M. Gaffney and Edward E. Gaffney. She left no will, and letters of administration upon her estate were issued to John M. Gaffney, the defendant herein, by the surrogate of Kings county.

The claim of the plaintiff is that the bond and mortgage referred to constitute property belonging to the said John Brosnan and Margaret L. Brosnan, as partners, or tenants in common, and he asks judgment that one-half thereof, or of the value and proceeds thereof, together with one-half of the interest collected thereon since the death of John Brosnan, be paid over to him. The defendant claims that the bond and mortgage referred to constitute property of which the said Margaret L. Brosnan was the sole owner, as the surviving widow of said John Brosnan, and judgment is asked that the plaintiff’s complaint be dismissed, and for such other relief as may be just.

In support of the claim of the defendant it is pointed out that the mortgage in question and the bond accompanying the same were given in part payment of the purchase price of the house and lot conveyed to Carmelo Mammi and his wife, which Brosnan had bought in 1903. .And further, that when Brosnan sold the property and took the bond and mortgage in part payment, he had the bond and mortgage made in the name of himself and his wife, thereby evidencing an intention to make a gift to her in case she should survive him.

The defendant cites Matter of Niles (142 App. Div. 198, 200), West v, McCullough (123 id, 846), and Sanford v. Sanford (45 N. Y. [432]*432723; 58 id. 69). In the Sanford Case (58 N. Y. 69, 72). the court said that when a party loaned money and took a note therefor payable to the order of himself and wife, it constituted a gift of the note to the wife if it remained unpaid in the hands of the husband at the time of his death and the wife survived him.” And in Matter of Niles (142 App. Div. 198) it was also held that where a husband and wife took an assignment of a mortgage in place of an original mortgage to them, the husband paying the entire consideration, the wife, bn the death of the husband, succeeds to the entire interest. The defendant, in addition to the authorities mentioned, also refers us to Matter of Kaupper (141 App. Div. 54, 57) and Matter of Thompson (167 id. 356). These cases, and others, including Matter of Baum (121 App. Div. 496, 2d Dept.); West v. McCullough (123 id. 846; affd., 194 N. Y. 518), and Matter of Kennedy (186 App. Div. 188, 3d Dept.), are not entirely in accord with each other; in fact, there are conflicting opinions in some of them, notably in the Kennedy case, the Baum case, and in West v. McCullough. In the very recent case entitled Matter of Blumenthal (236 N. Y. 448), Judge Ceane, writing for the majority of the court, refers to these authorities and points out the distinguishing features in some of them; and also the reasons why there was an apparent conflict in judicial reasoning as to the succession to property by right of survivorship. In the Blumenthal case the estate of the husband and wife was by the entirety. The property was sold and a purchase-money mortgage was taken back in the name of the husband and wife. No proof other than this was offered to show whose money it was, and the husband and wife having died, the question arose there, as in the case before us, who was entitled to the property, the proceeds of the bond and mortgage, those representing the husband, or those representing the wife? Each claimant invoked the doctrine of presumption as applying to their particular claim under the circumstances. Judge Ceane says in his opinion: “ So in this case of the estate by the entirety, the real estate was sold, the estate ended and in its place we find a purchase-money mortgage in the name of husband and wife without knowing whose money it represents. The furthest a reasonable presumption will carry us is that each owns one-half. * * * To say that ‘ the mortgage took the place of the real estate/ as was said in the Kennedy case, is merely to jump at a conclusion; Such could be said about a mortgage given in part payment if it covered other property than that sold or could likewise be said about any security given in payment. True it would take- the place of the real estate as a possession of like value but not necessarily of like ownership. Estates by entirety are peculiar to real estate. No such [433] thing exists, except by analogy, as to personal property. (Matter of Albrecht, 136 N. Y. 91; Matter of McKelway, 221 N. Y. 15.) ”

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Brosnan v. Gaffney, 209 A.D. 430, 204 N.Y.S. 846, 1924 N.Y. App. Div. LEXIS 8647 (N.Y. Ct. App. 1924).

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