In re the Judicial Settlement of the Account of Kaupper

141 A.D. 54, 125 N.Y.S. 878, 1910 N.Y. App. Div. LEXIS 3805
CourtAppellate Division of the Supreme Court of the State of New York
DecidedNovember 18, 1910
StatusPublished
Cited by41 cases

This text of 141 A.D. 54 (In re the Judicial Settlement of the Account of Kaupper) 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
In re the Judicial Settlement of the Account of Kaupper, 141 A.D. 54, 125 N.Y.S. 878, 1910 N.Y. App. Div. LEXIS 3805 (N.Y. Ct. App. 1910).

Opinion

Burr, J.:

In 1892 one Lorenz Kaupper purchased a farm, taking title in his own name. In October of the same year he conveyed to his wife, Catharina Kaupper, an undivided one-half part thereof, and on the same day she executed and delivered to him a release of her dower. Without determining the legal effect of this release,. I think it is apparent that the intent of the parties was to create a tenancy in common in the land. In 19.07 Kaupper and his wife conveyed the farm to Abraham Balinky, and took back a bond of the said Balinky, payable to Lorenz Kaupper and Catharina Kaupper, his wife, their executors, administrators or assigns. This bond was secured by a purchase-money mortgage upon the premises.

It appears from the testimony of the attorney, who represented the parties at the time of the sale, that a discussion arose respecting the person in whose name the mortgage should be taken. He testified : “ Mrs. Kaupper wanted the title to the mortgage ; she asked to have the title put in her name, and there was some talk about it [56]*56on account of the-"age1 of the ok! man ;he was -a very-old man. The old man said that he wanted [it] in both names so that one would receive. it ■ in case, of the death of the other; that he might ■die leaving -her $ L .think he said he, expected • not. to.- outlive,,¡her because he was about ten years older than she was.” This testimony was absolutely uncoil trad ie l: ed, and' was confirmed by that of two other witnesses. , One of them .testified that the old man skid that “ in .case he died she was to get. it, and in .ease .she, died he would,get it;” and that-Mrs. Eaupper expressed herself as; being , satisfied with "this. On September 25, 1906, an account was opened in-t-he-East ¡New York Savings Bank, entitled. “ East. New York Savings Bknk to Lorenz or Catharina Eaupper,”- and on the lith of February, T907, another.account was opened-in the" same-bank, entitled “East ¡New Yolk ¡Savings Bank " to: Oatharina -or 1 Lorénz1 Eaupper.”, There is1'no evidence to whom- the-money'belonged,that'was-thus .deposited. The teller Of the hank- testified’that Eaupper-andihis. wife came to the bank together and at' the. time" of opening the accounts stated that. “ they wished to open an account in both names, ¡and in case bf the death of either one the survivor to draw the balance of the money.” This- testimony also is uncontradicted. Lorenz Eaupper died July 6, 1908. At the time of his death the entire principal sum of the bond and mortgage was unpaid, and" there Was to the credit of one of the"-savings ■bank'accounts'the sum of $3,104:06, and. to the credit"of " the other the Slim bf $3,108.60.' 'Letters of administration--upon ' Lorenz Eauppcr’s" estate wéré" issued to his- wife"on July 29, 1908, Subsequently' a will was discovered, executed by him on February 18,1895,' which" wag proved1 March 22, 1909: This will, contained no provision" for "his "Wife" except the following': “Fifth. To my wife Catharina Eaupper 1 bequeath the sum of fine dollar, she having previously received "from me a conveyance of ."certain lands in lien' of her dower.” Shbsequéhtly to' the‘probate1 of the-will "these proceedings were started, requiring " the said Catharina Eatipper; as administratrix, to" account tó the "exétíutbrs named in said will,1 who . had" dhly" qualified',' : She " filed' such account,1 and15 objections: were filed upon the ground that she had.not .charged herself with ono-haif of : the Said bond and "mortgage and bn e-half of" the savings bank accounts. ; She ‘ claimed'tb ".'bé'thé" ‘óvtiier ‘of" tlie1 Whole'; thereof1 'as1 téurvivór' of [57]*57her husband. The objections were overruled, and the Surrogate’s Court in Eings county made its decree, holding in effect that as such survivor she did become absolute owner of the whole of the said property. Pending, this appeal Catharilia Eaupper died, and the proceedings were continued in the name of her administratrix.

I think that'the surrogate’s decree should be affirmed. Conceding that the law does not recognize such a thing as tenancy by the entirety in personal property (Matter of Albrecht, 136 N. Y. 91, 94), it still does recognize a joint tenancy in personal property, which may be created if the parties so intend, irrespective of whether the tenants be husband and wife, and in such case the right of survivorship does exist. (West v. McCullough, 123 App. Div. 846; affd., 194 N. Y. 518.) In the absence of direct evidence as to the intent, the law deals with presumptions. It has been held that if the husband and wife eacli contrib.ute. to a joint investment, or to the purchase of a security, and the title is taken in their joint names to be held by them, their -executors,'administrators or assigns, no presumption arises from the nature of the act that either intended to make a gift of his or her share to the survivor, and they would hold the same as tenants in common. (Matter of Albrecht, supra.) On the other hand, where a husband purchases with his own funds personal property, taking the title thereto in the joint name of hinrself and his wife, or makes a deposit in the savings bank of his own funds in their joint names, in the absence of other evidence the presumption will be that he intended to confer upon his wife tl'ieriglit of survivorship. (West v. McCullough, supra; Platt v. Grubb, 41 Hun, 447; McElroy v. Albany Savings Bank, 8 App. Div. 46; McElroy v. Nat. Savings Bank, Id. 192; Matter of Meehan, 59 id. 156.) Where it does not appear to whom the money belonged when it was placed in the bank, or who placed it there, although the bankbook may be in the joint name of husband . and wife; in the absence of other evidence of intent the presump- ' tión will obtain that each had an equal interest therein. (Wetherow v. Lord, 41 App. Div. 413.) In view of the. fact that the -real property; which was sold at the -time that the bond and purchase-money-mortgage 'Were taken, was held -under circumstances which would justify a conclusion that the "husband and wife owned' it as tenants in common, in the absence of other .evidence it might be presumed [58]*58that it was the intent that the securities should be held in the same ' way. But this presumption cannot prevail if there is uncontra-. dieted testimony of disinterested witnesses as to declarations by both ■ parties, each in the presence of the other,made at the time that the bond and mortgage were executed, that the intent was, to create a-joint tenancy with a right of' survivorship. The same rule would apply to the savings bank accounts. Although- this- evidence was received without objection, the contention is made that because of the statute relative to estates in land, the learned surrogate erred in holding that any right of survivorship existed. If I understand the . argument correctly, it-is this': The statute relating to real property declares: “Every estate, granted or devised.to two or more persons in their own right, shall be a tenancy in common, unless 'expressly declared to be in joint tenancy.” (Real Prop. Law [Laws of 1896, chap. 547], § 56.) “ The rules governing estates or. interests in lands, • whether founded upon statute’s or upon general principles of daw, should^ as: -far as practicable, be applied to estates • or interests of1 a like character in personal property.” (Mills v. Husson, 140 N. Y. 99; Matter of Kimberly, 150 id. 90.) The. express declaration referred to in the statute must be. contained , in the writing under which the parties derived their.rights to the property in question, or in an associated writing. In the absénce of .

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141 A.D. 54, 125 N.Y.S. 878, 1910 N.Y. App. Div. LEXIS 3805, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-account-of-kaupper-nyappdiv-1910.