Mangsen v. Costa

25 Mass. L. Rptr. 382
CourtMassachusetts Superior Court
DecidedMarch 4, 2009
DocketNo. 050313
StatusPublished
Cited by1 cases

This text of 25 Mass. L. Rptr. 382 (Mangsen v. Costa) is published on Counsel Stack Legal Research, covering Massachusetts Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mangsen v. Costa, 25 Mass. L. Rptr. 382 (Mass. Ct. App. 2009).

Opinion

Tucker, Richard T., J.

This matter came on for trial before the court without jury on December 8, 9 and 10, 2008. Plaintiffs claim of quantum meruit as an unmarried cohabitant with the defendant, the late Nancy Costa, originally sought a sum of $500,000 based upon an oral agreement that she would bequeath that amount to Everett Mangsen in her will. Mangsen would commit a like amount to her by naming her as beneficiary on life insurance policies and his 40 IK account. On the start of the third day of trial, December 10, 2008, Plaintiffs Motion to Amend Complaint to Conform to the Evidence was presented and allowed by the court. This Amended Complaint provided that in the oral agreement with Mangsen, Costa had agreed that should she die first, Mangsen “would inherit a sum of money” and that the Estate of Nancy Costa would be liable to Mangsen “for the value of the services he provided to Nancy Costa during his lifetime in reliance on their mutual promises.”

To the original Complaint and the Amended Complaint, the defendant, as Administrator of the Estate of Nancy Costa, entered general denials and sought by counterclaim that the Estate be awarded an amount of approximately $106,000 in repayment of monies Costa had paid to or for Mangsen, and in the amount of $1,659.70 for an unauthorized withdrawal by Mangsen from an E-Trade account allegedly belonging to Timothy Costa. On the last day of trial, the counter claim for monies due on the E-Trade account was withdrawn.

FINDINGS OF FACT

Upon the testimony presented and the review of the numerous exhibits, some containing hundreds of pages, I recite the facts as found, generally reserving detail for discussion of the issues hereafter.

The plaintiff, Everett Mangsen, Jr. (Mangsen) met the deceased, Nancy Costa (Costa) while both were employees at Digital Equipment Corp. during the late 1980s. Mangsen worked for Digital from 1986 to 1996 at which time he was released during a reduction in force. He was rehired in 1998 and stayed with Digital into 2001. He served as a Senior Assistant Analyst, an IT Technical Manager and Consulting Program Manager for Digital. After Digital was acquired by Compact Corporation in 2001, Mangsen remained employed by Compact for a period of time and thereafter with Hewlett-Packard Company, which purchased Compact in 2002.

Costa in the late 1980s was married with two children, Michael, date of birth 1984, and Timothy, date of birth 1982. At Digital she served as a Manager in the Business Management Group.

Mangsen had previously been married and divorced and had three children: Kim Mangsen, born during his first marriage, Cassandra, date of birth September 10, 1981 and Dana, date of birth January 25, 1983 bom during his second marriage. Thus, when Mangsen and Costa met on or about 1986, both were married with children.

By 1987 both Mangsen and Costa were separated from their spouses. Mangsen divorced his second wife on May 16, 1990. Costa, who was seeking or had received a divorce in 1990, provided Mangsen with $16,000 in August of 1990, an amount Mangsen was required to pay to his former spouse as set forth in the divorce decree. Costa also provided Mangsen with $16,263.24 to halt a bank foreclosure on property at 1020 West Boylston Street, Worcester that Mangsen received in the distribution of assets in the divorce. Mangsen did not, nor was he expected to, pay these amounts back.

By 1990, both Mangsen and Costa desired to live together and merge their families. To this end, Costa purchased a residence at 34 West River Street, Upton, Massachusetts on August 4, 1990. She paid for most of the purchase price of $235,000 from her own funds and obtained a $95,000 mortgage in her name for the balance. After the purchase, Mangsen moved into 34 West River Street.

At the time of the purchase, 34 West River Street was not fully finished in its interior. It was large, however, and presented opportunities for expansion. It was situated on a large two-acre lot. Mangsen, being in poor financial condition following his divorce, was a skilled builder with a large collection of tools even though this was not his chosen profession. It was agreed between Mangsen and Costa that she would [383]*383purchase the house and that they both would attempt to complete the interior and expand the property as necessary to provide for their merged families.

Mangsen, indeed, was a man of building skill and energy. During his off-hours and weekends, over the years, he performed renovations and/or finish work upon the bathrooms, laying of the kitchen floor, installing a marble floor in the front foyer, installing hardwood floors in the hallways and landing areas and in some of the rooms of the house, preparing and leveling the land for the installation of an in-ground swimming pool, removal of trees throughout the property, the conversion of the garage and the construction of a barn resulting in a mud room and work room as well as constructing new garages, a circular driveway, stonewalls, a farmer’s porch, hot tub and other improvements. Costa also worked on these projects, providing planning and reviewing of plans with Mangsen and painting of walls and other finish work. During much of this period of work and renovation, both Mangsen and Costa were employed. Mangsen performed the larger share of the renovation work, but Costa in addition to her planning and “lighter” construction services, performed the customary house work, cooking and grocery shopping and maintained the pool once it was completed. Additionally, Costa funded most of this work through money she had received in her divorce and money she had inherited in 1991 and in 1994. She also borrowed heavily by mortgage loans and lines of credit in the amount of $42,000 (line of credit) October 1, 1992, $129,700 (real estate mortgage) May 7,1998, and $250,000 (real estate-mortgage on September 19, 2003). In some instances, they both contributed equally to the purchase of equipment (e.g. backhoe) for these projects.

As Costa had taken on large financial obligations, it was agreed that Mangsen would provide some assistance financially for the ongoing bills and loan repayments. At times, these payments by Mangsen, which the court finds was an agreed amount of $150 per week, were categorized as “rent” and sometimes as “sharing of expenses.” In any event, it is clear that there was some expectation that Mangsen would contribute funds regularly. It is also clear that his payments in this regard were not consistent and during the period of time were not fully made.

In 1995, Costa purchased a newly built waterfront vacation home in New Hampshire at Deer Haven Road, Moultonboro, New Hampshire. The parties planned to rent it during the summer months to pay for its purchase and, as with the Upton property, it was agreed that they would both work towards making it livable and rentable. This they accomplished and rentals started in the summer of 1995.

The testimony established that the parties enjoyed many recreational pursuits which they provided for themselves and their children. Much testimony was given regarding the various boats, “Sea Doos," go-carts, all terrain vehicles, dirt bikes, canoes and other recreational equipment that was purchased. An admission was made by Timothy Costa at trial that all the children were “sort of spoiled” in this regard. The two families also vacationed with regularity. The funding for this equipment and recreational pursuits came mostly from Costa although Mangsen provided some of the funds.

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Bluebook (online)
25 Mass. L. Rptr. 382, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mangsen-v-costa-masssuperct-2009.