Lerman v. Levine

541 A.2d 523, 14 Conn. App. 402, 1988 Conn. App. LEXIS 174
CourtConnecticut Appellate Court
DecidedMay 10, 1988
Docket5881
StatusPublished
Cited by14 cases

This text of 541 A.2d 523 (Lerman v. Levine) is published on Counsel Stack Legal Research, covering Connecticut Appellate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lerman v. Levine, 541 A.2d 523, 14 Conn. App. 402, 1988 Conn. App. LEXIS 174 (Colo. Ct. App. 1988).

Opinions

O’Connell, J.

The defendants, Jack and Tobey Levine,1 husband and wife, appeal from a judgment for the plaintiff in an action for reformation of a deed and for partition and sale of real estate. The defendants counterclaimed seeking contribution from the plaintiff for property-related expenses. The defendants claim the trial court erred (1) in reforming the deed, (2) in ordering partition, (3) in refusing to order reimbursement for various payments made by the defendants, and (4) in ordering that the plaintiff be paid one half of the mortgage payoff upon sale, in addition to one half of the net proceeds obtained. In her cross appeal, the plaintiff alleges error in the trial court’s denial of her claim for payments for use and occupancy of the premises by the defendants following her departure from the property. We find no error on the appeal and error on the cross appeal.

The trial court could reasonably have found the following facts. The defendants wished to move from New York to Connecticut, but could not afford to do so. In 1973, at the defendants’ solicitation, the plaintiff, mother of the defendant Tobey Levine, sold her New [404]*404York home and paid approximately $40,000 toward the purchase of an $80,000 Ridgefield property and related items of personalty. In exchange, the plaintiff was to receive a one-half interest in the Ridgefield property. The defendants agreed to pay the remaining $45,000 mortgage and all other “shelter expenses” excepting real estate taxes, which the parties agreed to pay jointly. Although the parties own the property as joint tenants, the deed as prepared granted the plaintiff only a one-third, rather than the promised one-half, interest in the property.2 The plaintiff and the defendants lived together in the Ridgefield house until their relationship began to deteriorate to the extent that, on three occasions, the plaintiff suggested the house be sold and the parties go their separate ways. This proposal, however, was never acted on. The plaintiff left the house in 1984 for open-heart surgery and, because of the breakdown in her relationship with the defendants, she declined to return to the house after the surgery. The defendants, however, were not opposed to her returning. The plaintiff subsequently instituted this action, and the trial court ordered reformation of the deed and partition by sale, but denied the plaintiff her claim for use and occupancy payments. The trial court also denied the defendants’ counterclaim for property related expenses.

I

The defendants’ claims of error all concern determinations made by the court based upon the testimony and evidence presented at trial. It is not the function of this court, upon claims of evidentiary error, to duplicate the work of the trial court. “The trier of the facts is free to accept or reject, in whole or in part, the evidence of either party.” Holmes v. Holmes, 2 Conn. App. [405]*405380, 382, 478 A.2d 1046 (1984). Upon appeal, we will not retry the facts nor will we evaluate the credibility of witnesses. See Bowman v. Williams, 5 Conn. App. 235, 238, 497 A.2d 1015 (1985), cert. dismissed, 201 Conn. 366, 516 A.2d 1351 (1986), and cases cited therein. “After a review of the record in this case, we find that the trial court’s conclusions on these [four] issues were legally correct and factually supported. The decision of the trial court was not clearly erroneous in light of the evidence and the pleadings in the record as a whole. Practice Book § [4061]; Damora v. Christ-Janer, 184 Conn. 109, 113, 441 A.2d 61 (1981); Pandolphe’s Auto Parts, Inc. v. Manchester, 181 Conn. 217, 221-22, 435 A.2d 24 (1980).” MacArthur/Nathan Associates v. Edson Realty, Inc., 3 Conn. App. 675, 676, 491 A.2d 1111 (1985).

II

The plaintiff’s cross appeal alleges that the trial court erred in denying her claim for use and occupancy payments from the defendants for their exclusive use of the property after the plaintiff’s departure therefrom. The trial court held that without proof of ouster, such payments could not be collected from a joint tenant. We disagree.

Although not recently addressed by the courts of this state, the law of cotenancy boasts a long and complex history. One respected treatise makes the astute observation that “[w]hether cotenants must account to each other for rents and profits they have received from their property is not susceptible of a simple answer. [Among other contingencies] the answer would be affected by applicable statutes.” American Law of Property (1st Ed. 1952), Concurrent Estates § 6.14. As will be seen, infra, we have an “applicable statute” in Connecticut.

Our analysis commences in the ancient common law of property. Under the early rule “a cotenant in pos[406]*406session was not chargeable by his cotenant for the use of the property, since his occupancy was presumed to be his own right as the owner of one half of all and every part of the common property. Woolley v. Schrader, 116 Ill. 29, 39, 4 N.E. 658 [1886], citing Bacon’s Abridgement, 32; Coke on Littleton, 209 b. Unless he was bailiff for his cotenant he was not accountable to him for anything he received from the common estate, and could lawfully appropriate all the rent and profits to his own benefit. 7 R. C. L. p. 826.” Hill v. Jones, 118 Conn. 12, 17, 170 A. 154 (1934).3 In 1709, the English parliament remedied this unfair situation by passage of the Statute of Anne. 4 “This statute made any tenant in common who received more than his just share of the rents and profits liable to his cotenants for the excess; and it was no longer necessary that he should take as bailiff by appointment in order to make him responsible.” 20 Am. Jur. 2d, Cotenancy and Joint Ownership § 40. Because of its early passage, the Statute of Anne is generally considered to be ingrained in the common law, emigrating to this country with the settlors long before the Revolutionary War, a common historical point of demarcation in legal analysis. See Friend v. Childs Dining Hall Co., 231 Mass. 65, 120 N.E. 407 (1918); Johnson v. Johnson, 38 N.D. 138, 164 N.W. 327 (1917). This statutory remedy, however, was [407]*407limited to property that produced rental payments or other tangible receipts from a third party. The English courts did not construe the Statute of Anne as applicable to an action for benefits enjoyed by a cotenant who occupied common property to the exclusion of his cotenants. Phrased differently, mere sole occupancy did not render the occupying cotenant liable to his co-owners. “This has also been the view of many American courts, which have supported the rule that in the absence of a statute requiring a different result, a cotenant who has enjoyed occupancy of the common premises ... is not liable to the others ... for the reasonable value of his occupancy, where they have not been ousted or excluded . . . .” (Emphasis added.) 20 Am. Jur. 2d, supra, § 41.5

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Bluebook (online)
541 A.2d 523, 14 Conn. App. 402, 1988 Conn. App. LEXIS 174, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lerman-v-levine-connappct-1988.