Mertz v. Mertz

35 Pa. D. & C. 26, 1938 Pa. Dist. & Cnty. Dec. LEXIS 60
CourtPennsylvania Court of Common Pleas, Delaware County
DecidedSeptember 2, 1938
Docketno. 987
StatusPublished

This text of 35 Pa. D. & C. 26 (Mertz v. Mertz) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Delaware County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mertz v. Mertz, 35 Pa. D. & C. 26, 1938 Pa. Dist. & Cnty. Dec. LEXIS 60 (Pa. Super. Ct. 1938).

Opinion

Broomall, J.,

The parties to this suit were divorced by a final decree, which was affirmed October 2, 1935, on appeal reported in 119 Pa. Superior [27]*27Ct. 538. At that time they were the owners of premises known as 152 Mohawk Avenue, Norwood, this county, by the entireties with the right of survivorship, having acquired title thereto on May 6,1921. Plaintiff brought this action in assumpsit on May 7, 1937, to recover her one-half share of the fair rental value of the premises, then occupied by her divorced husband, for the period from the date of the original decree of divorce in this court,* to wit, December 6, 1932, to April 30, 1937. By agreement the recovery upon the trial was limited to commence on the date the decree of divorce was affirmed on the appeal to the Superior Court.

The jury found the fair rental value of the premises to be $40 per month, allowed credits to defendant for amounts paid for taxes, interest on $1,100, the reduced principal of a building association mortgage, certain items for repairs and improvements, and rendered a verdict in favor of plaintiff against defendant for the sum of $170.63 as her proportionate share for the period from October 2,1935, to April 30,1937.

The jury was instructed that defendant should receive credit for any interest paid on the mortgage. Certain items for dues and premiums paid on the building association mortgage were excluded and the trial judge stated to counsel, at side bar, that if they were proper credits, the amounts not being in dispute, the verdict would be molded accordingly.

Defendant filed a motion for a new trial, which was argued before the court in banc. The only reason pressed at the argument was that the proper amount to be awarded against defendant should be ascertained by deducting the monthly payments for dues of $7.50 and premiums of $1.38, paid by defendant on the building association stock, from the fair rental value, in addition to the monthly interest thereon of $5.50 and the other items mentioned which were allowed.

Plaintiff’s right to recover under the circumstances is not questioned nor could it be under the decision in [28]*28O’Malley v. O’Malley, 272 Pa. 528, where the divorced husband leased the premises held by entireties and collected the rents. The gross inequity of one having an equal right with another taking all was pointed out in the opinion and it was held that, for all practical purposes, the parties should be treated as tenants in common, so far as the rents are concerned and as such each is entitled to a fair share of the income. This decision was followed by Cornelius v. Cornelius, 104 Pa. Superior Ct. 455, where the divorced husband occupied the premises as in the instant case, and, applying the same broad equitable principles, the court held, treating the parties as tenants in common as to the income, that the Act of June 24, 1895, P. L. 237, 68 PS §101, changed the rights of tenants in common of real estate under the common law, by providing that the one not in possession may recover from the one in possession his or her proportionate part of the rental value. These decisions clearly establish the right of plaintiff to recover in the instant case in assumpsit: Duggan v. Duggan, 291 Pa. 556; and there remains to determine the single question raised, namely, should the dues and premiums paid by defendant on the building association stock be deducted from the fair rental value in determining the proportionate part to which plaintiff is entitled.

Plaintiff contends that, while the interest is a proper allowance, no credit should be allowed for the amounts paid by defendant for the dues and premiums, unless defendant has directed the association to apply the same on the mortgage debt, which has not been done, citing Green et al. v. Second Allegheny Bldg. Assn, et al., 311 Pa. 305, Orient B. & L. Assn. v. Freud, 298 Pa. 431, and Hamilton Trust Co. v. Hoskins, 244 Pa. 1. Defendant contends that the dues and premiums are necessary for the preservation of the premises in order to prevent the foreclosure of the mortgage, citing Magee et ux. v. Morton B. & L. Assn., 103 Pa. Superior Ct. 331.

[29]*29The mortgage debt was incurred by both parties for the purpose of securing funds to cover the expenses incident to the appeal to the Superior Court by plaintiff from the divorce decree entered by this court. It was originally for $1,500. After the decree of this court was affirmed there remained $400 of the fund, which the parties applied on account of the principal, reducing it to $1,100. At the time the mortgage was executed the parties subscribed to the number of shares which at maturity will pay off the mortgage debt and assigned them to the association as collateral security. The amount of interest due was reduced by this payment on the principal but the number of shares was not reduced.

It is not necessary for a decision in this case to hold that the equitable principles applied to income in the O’Malley and Cornelius cases, supra, be extended to include liens against real estate as suggested by counsel for defendant. Both parties would then be equally liable for his or her proportionate share of the obligation as tenants in common, and if one paid for the benefit of both the other must contribute his or her proportionate share to the one paying: Condran v. Kennedy, 56 Pa. Superior Ct. 356, 363. Such a holding would necessarily be an exception to the rule that contribution must be for the benefit of both, as the payments here are for the benefit of the survivor and not for the benefit of both. Both the real estate and stock have the same status in this respect.

We prefer to base our decision upon the equitable principle of estoppel, under the circumstances in the instant case. Neither party may now set up against the other that the dues and premiums are not a proper expense of maintaining the premises. The parties were fully aware of all the facts. They incurred the indebtedness after the entry of the decree of divorce by this court, they made it a lien upon their real estate, and they subscribed to and assigned to the building association the stock as collateral security for the payment. By these acts they reduced their equity in the premises to the detriment of the sur[30]*30vivor, and this whether the divorce decree should be affirmed or reversed on the appeal. The purpose for which the money was obtained is immaterial in this issue.

The status of the parties from the time of the execution of the mortgage until the final decree was entered remained the same. As between them this should not be changed to the detriment of either. Either one up to the date the divorce decree became final could collect the entire income, but both were entitled to have it used for their joint benefit. In Gasner v. Pierce et al., 286 Pa. 529, the court said at page 533:

“ ‘While the marriage subsists it is a matter of indifference which of the parties leases the property or which of them obtains the rents; presumptively the moneys received will be expended for the benefit of both of them. The unity of the relation of the parties results in a unity of the estate; the leasing by either is for the benefit of them in that relation, and the rents paid to either is to him or her in that relation only’ ”. Again, on the same page, the court said: “neither may deprive the other of the use of the rents accruing, unless by agreement.”

Before the decree of divorce became final the entire transaction was completed by the parties.

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Related

Duggan v. Duggan.
140 A. 342 (Supreme Court of Pennsylvania, 1927)
Madden v. Glosztonyi Savings & Trust Co.
200 A. 624 (Supreme Court of Pennsylvania, 1938)
Gasner v. Pierce
134 A. 494 (Supreme Court of Pennsylvania, 1926)
Green v. Second Allegheny Building Ass'n
166 A. 865 (Supreme Court of Pennsylvania, 1933)
Newhard v. Newhard
154 A. 500 (Supreme Court of Pennsylvania, 1931)
Orient Building & Loan Ass'n v. Freud
148 A. 841 (Supreme Court of Pennsylvania, 1929)
Magee Et Ux. v. Morton B. L. Ass'n.
158 A. 647 (Superior Court of Pennsylvania, 1930)
Cornelius v. Cornelius
160 A. 150 (Superior Court of Pennsylvania, 1932)
Mertz v. Mertz
180 A. 708 (Superior Court of Pennsylvania, 1935)
Hamilton Trust Co. v. Hoskins
90 A. 541 (Supreme Court of Pennsylvania, 1914)
O'Malley v. O'Malley
116 A. 500 (Supreme Court of Pennsylvania, 1922)
Condran v. Kennedy
56 Pa. Super. 356 (Superior Court of Pennsylvania, 1914)

Cite This Page — Counsel Stack

Bluebook (online)
35 Pa. D. & C. 26, 1938 Pa. Dist. & Cnty. Dec. LEXIS 60, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mertz-v-mertz-pactcompldelawa-1938.