Pacos v. Pacos

15 Misc. 3d 699
CourtNew York Supreme Court
DecidedNovember 17, 2005
StatusPublished

This text of 15 Misc. 3d 699 (Pacos v. Pacos) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pacos v. Pacos, 15 Misc. 3d 699 (N.Y. Super. Ct. 2005).

Opinion

OPINION OF THE COURT

Paula L. Feroleto, J.

The plaintiffs have moved for partial summary judgment seeking a sale of certain real property located in Fredonia, New York, and dismissing the affirmative defense of the defendant, Thomas Pacos.

The defendant Thomas Pacos has opposed the motion and moved by notice of cross motion for dismissal of the plaintiffs’ summons and complaint which seeks a sale of the real property.

Facts

The plaintiffs and defendant are siblings. On December 22, 1996 Blanche Pacos, the owner of real property located at 2987 Straight Road, Fredonia, New York, signed a document which stated as follows “Thomas Pacos has the right of life-long tenancy of house and contents located at 2987 Straight Road, Fredonia, NY paying taxes, insurance, upkeep of house.” Her signature is on the document and in parentheses after her name is (Mother). The document is dated at the top. There is a notary stamp at the bottom and notary signature but no acknowledgment by the notary as to whose signature she is verifying. The document also contains the signature of the four siblings of Thomas, the plaintiffs herein. (Exhibit A to defendant’s cross motion.)

On December 30, 1996 Blanche Pacos executed a formal deed which appears to have been prepared by an attorney. It is witnessed by attorney Albert Foley. Blanche Pacos, as the grantor, transfers the property to Thomas, Albin, Ronald and David Pacos and Julianne DiLorenzo reserving to herself a life estate. The deed sets forth that as the life use tenant, she will be responsible for payment of all taxes, fire and liability insurance and maintenance. The deed is duly recorded in the Chautauqua County Clerk’s office and makes no mention of the life estate to Thomas.

[701]*701Blanche Pacos died, on September 3, 2004. An action by the plaintiffs against their brother demanding the sale of the property was commenced on September 16, 2005. The complaint states “said property is so situate that partition thereof among the parties entitled thereto, according to their respective rights and interests, cannot be had without great prejudice to the owners thereof.” (Exhibit A to plaintiffs’ motion.) Plaintiffs are seeking a sale not a partition.

Law

Section 243 of the Real Property Law states, in pertinent part,

“A grant in fee or of a freehold estate, must be subscribed by the person from whom the estate or interest conveyed is intended to pass, ... If not duly acknowledged before its delivery ... its execution and delivery must be attested by at least one witness, or, if not so attested, it does not take effect as against a subsequent purchaser . . . until so acknowledged.”

This statute has been in substantially the same form since the 1800s and the pertinent cases the court has found are from the late 1800s.

Starting with the document dated December 22, 1996, there is no dispute that the document is signed by Blanche Pacos. She meets the requirement of the statute as being “the person from whom the estate or interest conveyed is intended to pass.” She conveys a life estate in the writing to her son Thomas.

At the time the December 22, 1996 document was signed Blanche Pacos owned the property and could be the grantor of a life estate. The document is also signed by the named plaintiffs. While the plaintiffs argue this means the document has no legal significance since they did not agree to Mr. Pacos having a life use of the property, it did not require their agreement for him to have a life use because at that time they did not own it. The document only needed to be signed by Blanche Pacos. However, by having the plaintiffs sign it, it appears Blanche Pacos was making the plaintiffs aware of the grant of the life estate and her wishes. There is no argument from any of the plaintiffs that their signatures are not on the document and the plaintiff, Ronald Pacos, states in his affidavit that his mother did request the plaintiffs sign the document “indicating the Defendant Thomas Pacos could live at the property for his life time.” Indeed the defendant Thomas Pacos has lived at the property long before [702]*702the document was signed in 1996, after the document was signed in 1996, right up to the present.

There is also no dispute the document is not duly acknowledged and is not in a form which would allow the document to be recorded in the clerk’s office. According to statute, an improperly executed grant “does not take effect as against a subsequent purchaser” (Real Property Law § 243).

The issue is whether the plaintiffs in this case are “subsequent purchasers” against whom the document is not effective.

In Chamberlain v Spargur (86 NY 603 [1881]) the Court in a case of first impression rendered an opinion on how the word “purchaser” in the predecessor statute to section 243 should be construed. In Chamberlain, a grantor gave the plaintiff a deed that was not acknowledged by the grantor nor attested to by a subscribing witness. The grantor subsequently gave another deed which was duly executed and properly acknowledged to the defendants. The defendants were apparently not “purchasers in good faith and for value” as argued by the plaintiffs although they held the duly executed and properly acknowledged deeds. The plaintiffs therefore argued that the term “purchaser” must mean a purchaser “in good faith and for value” thereby rendering the later perfected deeds ineffective as against the earlier imperfect deeds.

The very similarly worded statute (3 Rev Stat of NY, part II, ch I, tit II, § 137 [7th ed 1882]) which required the Court’s interpretation of “purchaser” read as follows: “Every grant in fee of a freehold estate shall be subscribed and sealed by the person from whom the estate or interest conveyed is intended to pass ... if not duly acknowledged ... it shall not take effect as against a purchaser.” The Court noted (at 607-608), “The grantor who has signed a deed, unattested and unacknowledged, is left with the power of effectively conveying by a later deed properly executed. The party who has taken the imperfect instrument does so at his peril, and with eyes open to the consequences.” The Court (at 608) went on to state, “The imperfect and unattested deed has no affect against any purchaser or incumbrancer; but the perfect grant, duly acknowledged or attested so as to be fully operative as such, is conclusive against subsequent purchasers.” The Court noted the statute did not say “purchasers in good faith and for value” and the omission of the descriptive words in the statute could not be deemed an inadvertence but must be intentional and therefore the statute must be construed literally and just as it reads.

[703]*703The word “purchaser” in section 243 has no additional descriptive terms and therefore is not limited to a “purchaser in good faith and for value.” The plaintiffs herein while not having paid any money for their interest in the property are “purchasers” pursuant to long held statutory construction. Black’s Law Dictionary 1235 (6th ed) defines “purchaser” in pertinent part as follows: “One who acquires real property in any other mode than by descent.” Had Mrs. Pacos not executed the deed which was recorded in 1996 and the children inherited the land, the grant of the life estate would be effective. However, having given a deed, plaintiffs are “purchasers” under section 243.

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Related

Strough v. . Wilder
23 N.E. 1057 (New York Court of Appeals, 1890)
Chamberlain v. . Spargur
86 N.Y. 603 (New York Court of Appeals, 1881)

Cite This Page — Counsel Stack

Bluebook (online)
15 Misc. 3d 699, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pacos-v-pacos-nysupct-2005.