Cleys v. Cleys

363 N.W.2d 65, 1985 Minn. App. LEXIS 3828
CourtCourt of Appeals of Minnesota
DecidedFebruary 12, 1985
DocketCO-84-1111
StatusPublished
Cited by13 cases

This text of 363 N.W.2d 65 (Cleys v. Cleys) is published on Counsel Stack Legal Research, covering Court of Appeals of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cleys v. Cleys, 363 N.W.2d 65, 1985 Minn. App. LEXIS 3828 (Mich. Ct. App. 1985).

Opinion

OPINION

PARKER, Judge.

This is an action to quiet title to two parcels of real property and personal property located in Lake County, Minnesota. During their marriage Ted and Phyllis *68 Cleys purchased the two parcels known as “Farm Lake” and “Moose Lake” in joint tenancy. Subsequently, Phyllis and Ted separated, although the marriage was never dissolved. During the separation Ted operated a resort at the Moose Lake property.

After discovering he had cancer in 1981, Ted attempted to convey his interest in the properties to his brother, Florian Cleys. Ted also prepared a will leaving his entire testamentary estate to his brother without making provision for his wife or emancipated daughter, Cathleen.

After Ted’s death, Phyllis and Cathleen sought to quiet title to the properties. Flo-rian counterclaimed for contribution for payments made in connection with those parcels.

The trial court found Ted’s actions effective only to sever the joint tenancy and awarded interests in the properties accordingly. The court denied Florian’s claim for contribution but found Ted had ’made a valid intervivos gift of the Moose Lake personal property to him.

Florian appeals, and Phyllis and Cathleen raise additional issues by notice of review. We affirm.

FACTS

In 1967 Theodore V. Cleys (Ted) and Phyllis R. Cleys (Phyllis), a married couple, purchased a house and land in Lake County, Minnesota (the “Farm Lake” property), and moved there with their daughter, Cathleen. The property was purchased in joint tenancy and later mortgaged.

In 1970 Ted and Phyllis purchased Tan-glewood Trails Resort on Moose Lake (the “Moose Lake” property). This property was purchased in joint tenancy on a contract for deed.

Phyllis and Ted separated in 1973 but never divorced. Phyllis became self-supporting and never returned to the properties.

Meanwhile, Ted established a pattern of living at the resort during the tourist season, at Farm Lake for a week or two during the late fall and early spring, and in his mother’s home in Illinois during the rest of the year. While in Illinois Ted worked in the electrical contracting firm owned by his brother, Florian Cleys.

Throughout the period of their separation, Ted collected the income from the resort and paid the expenses. As personal property wore out, he replaced it. Phyllis did not participate in the management of either of the properties after 1973.

Ted discovered he had cancer in 1981. Just before his death in October 1981, Ted transferred his interest in the Moose Lake property to Florian by quit-claim deed and assignment of the contract for deed. In these documents Ted excepted the portion of the Moose Lake property upon which the “main house” was situated, which he referred to as his homestead. Ted also conveyed to Florian by quit-claim deed all of his interest in the Farm Lake property. Phyllis did not join in or consent to the conveyances of any of the property.

Ted also executed his last will and testament in October 1981, naming Florian personal representative and leaving his entire testamentary estate to Florian without making any provision for either his wife or daughter. The will has never been offered for probate.

After Ted’s death, Phyllis initiated an action to quiet title to the Farm Lake and Moose Lake properties. Florian counterclaimed for contribution for payments made in connection with those parcels. He also requested reimbursement for funeral expenses. Cathleen intervened.

The trial court concluded:

1. The Moose Lake property was jointly owned by Ted and Phyllis, and Ted occupied it as his homestead until his death.
2. The conveyances from Ted to Florian severed the joint tenancies of Ted and Phyllis in the Farm Lake and Moose Lake properties but were not effective to convey Ted’s interest in those properties because Phyllis did not join in them.
3. The conveyances created tenancies in common between Ted and Phyllis, with *69 each person owning an undivided one-half interest in each property.
4. Cathleen became the owner of Ted’s undivided one-half interest in the Moose Lake property, subject to a life estate in Phyllis.
5. Phyllis became the owner of an undivided three-quarters interest in the Farm Lake property, and Florian became the owner of an undivided one-fourth interest.
6. Ted was declared owner of the personal property on the Moose Lake property since it was perishable and had been replaced from time to time at his expense. In addition, the statute of limitations barred Phyllis’ claim to any of this property.
7. Ted effectively conveyed his interest in the personal property of Moose Lake to Florian before his death.
8. Phyllis is entitled to 50 percent of the personal property at Farm Lake along with her statutory maintenance and selection of personal property from Ted’s 50 percent.
9. Ted was not entitled to contribution from Phyllis for payments made on the contracts and taxes on either property during his lifetime, and his representative is not now entitled to contribution.

ISSUES

1. Was the “Moose Lake” property Ted Cleys’ homestead at the time of his death?

2. Is the trial court’s determination that the resort on the Moose Lake property had no value attributable to goodwill clearly erroneous?

3. Is Florian Cleys entitled to contribution from Phyllis Cleys for payments made by Ted Cleys toward the obligations existing against the property held in joint tenancy by Phyllis and Ted?

4. Is Florian Cleys entitled to reimbursement from the estate of Ted Cleys for the latter’s funeral expenses?

5. Did Ted Cleys make a valid intervi-vos gift of the personal property at Moose Lake to Florian Cleys?

6.Are Phyllis Cleys and Cathleen Cleys Rank entitled to attorney’s fees in this action?

DISCUSSION

Standard of Review

This dispute was tried before the court sitting without a jury. On review by an appellate court, “a finding of the trial court is not to be disturbed unless clearly erroneous, either upon a clear demonstration that it is without substantial evidentia-ry support or that it was induced by an erroneous view of the law.” Ortendahl v. Bergmann, 343 N.W.2d 309, 311 (Minn.Ct.App.1984). See also Estate of Serbus v. Serbus, 324 N.W.2d 381, 385 (Minn.1982).

I

A. Definition of homestead.

Minnesota has enacted two statutes which prevent one spouse from disposing of a homestead without the consent of the other. Minn.Stat. § 525.145(1)(b) (1982) provides in relevant part:

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Cite This Page — Counsel Stack

Bluebook (online)
363 N.W.2d 65, 1985 Minn. App. LEXIS 3828, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cleys-v-cleys-minnctapp-1985.