Dunckel v. Parsons

274 A.D. 539, 86 N.Y.S.2d 543
CourtAppellate Division of the Supreme Court of the State of New York
DecidedDecember 29, 1948
StatusPublished
Cited by1 cases

This text of 274 A.D. 539 (Dunckel v. Parsons) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dunckel v. Parsons, 274 A.D. 539, 86 N.Y.S.2d 543 (N.Y. Ct. App. 1948).

Opinion

Russell, J.

This is an appeal by the plaintiff from a judgment and order of the Supreme Court, entered July 21, 1948, in Chenango County Clerk’s Office, dismissing the complaint herein and granting summary judgment in favor of the respondent, Ruth Hollenbeck.

A similar order and judgment were made on the same motion in favor of the defendants-respondents Parsons, but said order and judgment have not been entered as said defendants-respondents had counterclaimed in ejectment and noticed said counterclaim for trial, which trial has not been reached and is still pending.

The action is one to reform and modify two certain deeds, one from G-race P. Dunckel and the plaintiff to the defendant Ruth Hollenbeck, dated July 9, 1941, and the other from the defendant, Ruth Hollenbeck, to the defendants John A. Parsons and Julia 1ST. Parsons, dated February 28, 1948, by reserving and excepting therein a life estate for the benefit of Grace P. Dunckel and the plaintiff, her husband, with respect to the premises conveyed.

The complaint, among other things, also asks that said deeds be delivered up and cancelled; that proof be taken of the amount paid by any defendant in payment of a mortgage, which was a lien upon said premises; that plaintiff have judgment for the sale of the premises and payment to him of the value of his life estate, and also of various moneys paid out at the request of the defendant Ruth Hollenbeck. It also asks that the defendants be restrained from making any conveyance or encumbering the aforesaid property, and that a receiver of the property be appointed.

In or about the year 1933, Grace P. Peckham married the plaintiff. Before her marriage to the plaintiff she became [541]*541possessed of the property in question by the will of her mother. The defendant, Ruth Hollenbeck, lived in said premises with her grandparents and thereafter with her aunt, Grace P. Dunckel. From the time she was an infant these premises were her home.

In 1937 or 1938, the plaintiff and his wife (Grace P. Dunckel) bought a home at Fort Plain, New York. In May, 1941, while said plaintiff and his wife were living at Fort Plain, his wife suffered a serious fall and was hospitalized at the Cooperstown Hospital, Cooperstown, New York. Due to this illness the plaintiff and his wife became involved in serious financial troubles. At this time the defendant, Ruth Hollenbeck, was teaching in Cooperstown and visited her aunt, Grace P. Dunckel, at the hospital. While in the hospital the aunt informed Ruth Hollenbeck that she and the plaintiff were about to lose their Fort Plain property and she was worried about having a place where she could go. She then asked the defendant, Ruth Hollenbeck, to take over the Bainbridge house and informed her that she would pay rent for it. She also told Ruth Hollenbeck that she was having a lawyer transfer the Bainbridge house to her, because the Bainbridge property was also in serious danger of being lost. The Dunckels lost their home at Fort Plain.

On July 9, 1941, Grace P. Dunckel and the plaintiff conveyed the premises in question to the defendant, Ruth Hollenbeck, by a quitclaim deed. The plaintiff joined in the conveyance not as a tenant by the entirety, but as the holder of a tax deed dated November 2, 1935, which deed was executed and delivered to him by the Treasurer of Chenango County for the payment of delinquent taxes in the amount of $37.75, plus fees amounting to $2.42. There appears to be contradictory evidence over the source of the money derived for the redemption of the property for delinquent taxes. A niece of Grace P. Dunckel, Ethel McLave, states in her affidavit that at the request of her aunt, Grace P. Dunckel, she sent $45 as a loan for the redemption. However, the plaintiff states that said tax title was purchased with his own money.

At the time Grace P. Dunckel conveyed the property to Ruth Hollenbeck the premises in question were subject to a mortgage of $866.60, which together with interest amounted to $1,050, held by the Greenlawn Cemetery Association. After the conveyance Ruth Hollenbeck paid all interest due upon said mortgage and on or about February 28, 1948, the defendant Ruth Hollenbeck satisfied the amount of the mortgage remaining unpaid and also the accrued interest. The mortgage was then discharged. It appears in the proof that this property was [542]*542assessed for $1,500. The plaintiff in his complaint alleges that the fair and reasonable value of the premises in question is approximately $6,500. However, in 1948, when the defendant, Euth Hollenbeck, brought a proceeding for an increase in the rent of a part of the building occupied by plaintiff, the plaintiff filed a statement that the full value of said property was $2,500. The defendant Hollenbeck conveyed the premises to the defendant, John A. Parsons, for the sum of $4,250 on the 28th day of February, 1948.

The defendant, Euth Hollenbeck, also paid both the principal and interest due on a certain judgment recovered by the creditors of the plaintiff’s wife and secured from the judgment creditors a reconveyance of the interest they had in the premises by virtue of a sheriff’s deed dated May 25, 1940.

The defendant Hollenbeck not only collected and retained all-the rents paid by other tenants in the premises, but also between November 1, 1941 and August 28, 1947, received at irregular intervals the monthly rent of $25 paid by plaintiff or his wife in cash or in kind. Further proof supporting sole title of the premises in the defendant Hollenbeck appears by the fact that she paid all fire insurance premiums, taxes, water rents and other charges assessed against the premises from the time of conveyance to her and also most all the repairs and improvements, together with the cost of heating, except certain items that were paid by the plaintiff, but which items were credited to him on the rent due. At the time rent payments were made by him there was a rent registration statement filed with the Office of Price Administration. That statement named Hollenbeck as landlord and plaintiff as tenant.

After the death of the plaintiff’s wife friction developed between the plaintiff and Euth Hollenbeck. An oral agreement was then entered into which continued his occupancy of a part of the premises upon a monthly rental of $25 until February 28, 1948, when the defendant conveyed said premises to the Parsons.

The plaintiff in his affidavit states at the time the deed was drawn, which conveyed the premises to the defendant, he instructed the attorney to reserve and except from said deed a life estate in the real property for himself and wife and states “ I certainly believed that we were reserving a life estate in said property, otherwise I would not have signed, neither would my wife have signed. ’ ’ Dunckel himself was a real estate broker at the time. It is difficult to understand how the plaintiff’s attorney could omit such a vital interest to his own client in the preparation of a deed. In order to reinforce the theory that [543]*543there was an understanding between the plaintiff, the plaintiff’s wife and Ruth Hollenbeck, that he and his wife were to have a life estate in the premises upon the conveyance to the defendant, the plaintiff relies upon statements which appear in letters written to him by his wife when she was in the hospital. Said letters contain statements to the effect that if the conveyance were made to Ruth Hollenbeck they could live without relief; and that so long as she, the plaintiff’s wife, had a roof over her head he would share it.

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Related

Kress v. LPN 1st Ave. Corp.
37 Misc. 2d 570 (New York Supreme Court, 1962)

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Bluebook (online)
274 A.D. 539, 86 N.Y.S.2d 543, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dunckel-v-parsons-nyappdiv-1948.