Lois E. DeAngelis v. Joseph A DeAngelis, Jr., and Cynthia L. DeAngelis

CourtCourt of Chancery of Delaware
DecidedMay 16, 2017
DocketC.A. No. 11646-MA
StatusPublished

This text of Lois E. DeAngelis v. Joseph A DeAngelis, Jr., and Cynthia L. DeAngelis (Lois E. DeAngelis v. Joseph A DeAngelis, Jr., and Cynthia L. DeAngelis) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lois E. DeAngelis v. Joseph A DeAngelis, Jr., and Cynthia L. DeAngelis, (Del. Ct. App. 2017).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

Lois E. DeAngelis, ) C.A. No. 11646-MA Petitioner, ) v. ) ) Joseph A. DeAngelis, Jr., and Cynthia L. ) DeAngelis, ) Respondents. )

MASTER’S REPORT

Date Submitted: February 3, 2017 Draft Report: Final Report: May 16, 2017

Seth L. Thompson, Esquire, of SERGOVIC CARMEAN WEIDMAN MCCARTNEY & OWENS, P.A., Georgetown, Delaware; Attorney for Petitioner

Albert M. Greto, Esquire, R. Joseph Hrubiec, Esquire, of the LAW OFFICES OF ALBERT M. GRETO, Wilmington, Delaware; Attorneys for Respondent

AYVAZIAN, Master

Page 1 of 18 Introduction

A widow is seeking to partition a small parcel of real property located in

Millville, Delaware, which she and her husband had purchased with her husband’s son

and daughter-in-law in March 2006. The recorded deed reflects that each married

couple originally held title to an undivided fifty percent interest in the property as

tenants by the entireties. Following her husband’s death in January 2012, the widow

filed in the Register of Wills Office in Sussex County an affidavit of jointly held

property, showing title of an undivided fifty percent interest in the real property was

now in her sole name. In May 2015, the widow moved to an assisted living facility in

New Jersey. After the widow and her stepson were unable to agree on a price for the

widow’s interest in the property, she filed this action, which is opposed by her stepson

and stepdaughter-in-law. They deny that the widow has any ownership interest,

alleging instead that she had only a life estate in the real property which terminated

when she moved out of state in May 2015. According to the stepson and his wife, title

to the real property then passed to the deceased husband’s two sons. The stepson and

his wife have filed a counterclaim, seeking the imposition of a resulting trust over the

real property for the benefit of the deceased husband’s sons. Pending before me are

the parties’ motions for summary judgment. For the reasons that follow, I recommend

that the Court approve the partition of the real property and dismiss the counterclaim

seeking imposition of a resulting trust.

Page 2 of 18 Factual Background

In 1994, Petitioner Lois DeAngelis (formerly known as Lois McKenna,

hereinafter “Lois”) married Joseph DeAngelis, Sr. (“Joseph, Sr.”) in New Jersey, where

they both resided.1 A few days before they were married, the couple executed an Ante-

Nuptial Agreement.2 Paragraph 2.1 of the Agreement defines separate property

acquired during the marriage as:

Any property acquired during the marriage in the name of one party or under circumstances in which it is clear that such property was intended to be acquired separately by one party or where the source of the funds or assets by which such separate property was acquired is premarital assets, shall remain the separate property of the party acquiring such assets, including but not limited to any property into which same is converted, any income or other usufruct thereon, increments, accretions, or increases in value of such assets, whether due to market conditions or the services, skills, or efforts of either party, at any time thereto.3 Paragraph 2.3 of the Agreement defines interspousal gifts as:

Any gift or other gratuitous transfers made by one party to the other during the contemplated marriage shall be treated and deemed the separate property of the donee to the extent that the source of funds or assets used in the acquisition of such property was the separate property of the donor, and shall include but not be limited to any property into which same is converted, any income or other usufruct thereon, increments, accretions, or increases in value of such assets, whether due to market conditions or the services, skills, or efforts of either party, to the extent thereof and governed by paragraph 2.1.4

1 I use first names here for the sake of clarity and intend no disrespect by this practice. 2 Opening Brief in Support of Lois E. DeAngelis’ Motion for Summary Judgment, Ex. A. 3 Id., Ex. A at 3. 4 Id., Ex. A at 4. Page 3 of 18 Paragraph 2.4 defines marital property as “[a]ny property acquired during the marriage

not deemed to be separate property under Paragraphs 2.1 or 2.2 hereof,5 shall be treated

and deemed to be joint assets acquired during the marriage, except, however, subject

to the provisions of Paragraph 2.3.”6

Paragraph 6.1 of the Agreement provided that upon the death of Joseph, Sr., his

widow would receive:

a life estate in the property located at 5612 Central Avenue, located in the City of Sea Isle, County of Cape May and State of New Jersey, subject to [the widow] being responsible for all expenses of the property, including but not limited to, taxes, sewer, water, insurance, utilities and maintenance and upkeep, and she hereby waives and relinquishes all rights that she may now have or hereafter acquire under present or future laws of any jurisdiction to share in the property of the estate of [Joseph, Sr.] as a result of the marital relationship, including, but not limited to, dower, courtesy, statutory allowances, widow allowances, homestead rights, or rights under N.J.S.A. 3A:35-5 or any other right to take against his last will and testament even if named as a beneficiary therein (unless such last will and testament is executed subsequent to the execution of this agreement), and the right to act as administrator or executor of his estate (unless such right is contained in a last will and testament executed subsequent to the execution hereof).7

5 Paragraph 2.2 defines inheritances or gifts from third parties which are not involved in this case. Id., Ex. A at 3-4. 6 Id., Ex. A at 3. 7 Id., Ex. A at 7. In Paragraph 6.2 of the Agreement, Joseph Sr. waived his rights to a share in Petitioner’s estate as a result of their marital relationship in the event he survived her. Id., Ex. A at 8. Page 4 of 18 On December 20, 2001, Joseph, Sr. and Lois executed an Ante-Nuptial Agreement

Modification, in which they agreed to delete Paragraphs 6.1 and 6.2 and to insert a new

Paragraph 6.1 that stated:

Each party hereto agrees to and accepts the terms and provisions of the Last Wills and Testament each has executed the 20th day of December, 2001. Each party agrees that such Last Wills and Testaments are to be in full force and effect and that such Last Wills and Testaments are not to be changed or modified in any way without the written consent of both parties hereto. In consideration of the above, each party hereto waives and relinquishes his or her right to an elective share or any right or claim he or she may have against the other party’s estate other than claims or rights arising out of the Last Wills and Testaments dated December 20, 2001.8 On the same date, the couple executed their wills. In his Last Will and Testament,

Joseph, Sr., gave his spouse:

The right to reside in my real property known as 5612 Central Avenue, Sea Isle City, New Jersey, for her lifetime subject to the following provisions. i. My spouse shall have the right to reside at the property for her life time, provided she pays all bills in a timely manner and resides at such property at least six (6) months per year. ii. In the event she fails to pay the bills of the residence in a timely manner, or fails to reside at the property for six (6) months a year, then at such time, the life estate shall end and the property shall pass as set forth hereafter. iii. Upon the death of my spouse, or earlier, in the event she shall fail to satisfy the conditions above, the aforesaid real estate shall pass equally to my children then surviving.9

8 Id., Ex. A at JCD 15-16.

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Bluebook (online)
Lois E. DeAngelis v. Joseph A DeAngelis, Jr., and Cynthia L. DeAngelis, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lois-e-deangelis-v-joseph-a-deangelis-jr-and-cynthia-l-deangelis-delch-2017.