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Transcript of Outline Property Rules
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PROPERTY OUTLINE
I. Natural deposits to the soil are not movable objects, but part of the soil, and thus
belong to the owner of the soil.
o Doctrine of Accretion- The gradual addition to land by naturalcauses, as a river adds soil to riverbank.
o Occupancy-The taking possession of a thing that belongs tonobody with the intention of becoming its owner.
II. Occupation or possession of lost or abandoned property requires the actual
taking of the property by the finder with the intent to possess it.
o To acquire occupancy over a thing, a person must both intend toexert exclusive control over it and actually do so.
o Intent and actual possession must occur together. Intent topossess (using buoys to mark the wreck) is not an act of
possession)
III. The finder of lost property has a title superior to all but true owner (Armory)
Establishes Prior Possessor Rule- achieves several social goals1. It protects an owner who cannot prove that he is the
true owner.
2. It protects the individuals who entrust goods to otherswhich promotes social welfare
3. It protects the expectations of prior possessors, whoexpect to prevail.
4. It promotes peaceable possession (were priorpossession not to prevail, individuals might begin to
steal property hoping the law would protect them)
A. When lost property is found in a shop that is open to the public, the finders claim
to the property is still greater than that of all but the true owner, including the shop
owner
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B. However, where a person has possession of land with a manifest intent toexercise control over it and the things on it, he has possession of anything found
on that land, and thus has a claim superior to that of the finder
Detinue- Action to recover an item from a person who acquiredit lawfully, as by finding, but who then kept it without right.
Ownership of a house does not include possession of lost property found there if the
owner has not occupied or had prior control over the house.
IV. The finder has no title to property that is mislaid. The right of possession of
mislaid property belongs to the owner of the premises where the property is found,
and that right is superior to all but that of the true owner
When mislaid, the shop owner has a duty to safeguard the property until the true
owner returns, therefore the finder can never gain title.
A. The classification of property as lost or mislaid depends on what the facts and
circumstances of the case indicate about the intent of the owner and how the
property came to be where it was found
Five types of personal property:1) Abandoned- The owner has intentionally discarded it
2) Lost Property- Property which the true owner has
unintentionally left in some location unknown to him.
3) Mislaid Property- Property which the owner intentionallyplaced where he could return for it, but then forgot where
that was
4) Embedded Property- it has become part of the earth (likepottery)
5) Treasure Trove- Treasure Found; money, coin, gold,silver, plate, or bullion that was hidden by an unknown
owner and later found
The court merged treasure trove into lost, and embeddedinto mislaid.
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A.A bailment is created when the owner of a thing allows another to lawfullypossess it for a time.
I. Control and Possession, a Matter of DegreeA. The degree of control and possession a customer delivers to the operator of
an enclosed, attended parking garage and the expectations of the parties
suffice to create a bailment. A bailment relationship makes the bailee
responsible for delivering the thing bailed to the bailor undamaged
A bailment for hire was created and proof of nondelivery therefore entitled the P to
the statutory presumption of negligence
To overcome this presumption, the bailee must prove that the lost did not result
from his negligence and even if he does, the bailee only succeeds in removing the
presumption and shifting the burden back to the bailor.
Bailments may be voluntary or involuntary and voluntary bailments may be for hire,
otherwise coupled with an interest, or gratuitous
A voluntary bailee, whether for compensation or gratuitous, has an absolute duty to
deliver the thing bailed to the right person.
Good faith or innocent mistake will not excuse delivery to the wrong person
Involuntary bailee, has no duty to care for the thing bailed or to deliver it to the right
person as long as he does not exercise any dominion over it and in good faith
Bailment- The transfer of possession of personal property, without a transfer of
ownership, from one person (bailor) to another (bailee) for a particular purpose,
which leaves the bailee responsible for returning the thing bailed in good condition
When two non-owners are competing against one another for control of an item ofproperty, some courts hold that the one who first acquired possession has a right to
retain that possession against the other.
1) This is true even if the property is wrongfully obtained (such as whenit is obtained while trespassing, though there is dispute as to whether
the rule applies to thieves
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Possession is 9/10 of the law
B. A handful of other courts have ruled differently, holding that in order to
recover the value of personal property from a party who unlawfully converts it for
his own benefit, a suing party must show both title to possession of the property. In
other words, a non-owner will not be able to recover, even if she was the first to
have possession of the property.
An action for trover can only succeed if the P has good title to the converted
property
Trover-A common law c/a through which damages are sought for the wrongful
conversion of personal property; the usual measure of damages in an action for
trover is the value of the converted property
Trover allows the recovery of value of the property as if the converter had
purchased it from the original owner
Yhe doctrine of adverse possession allows a person who has long-term possession
of real or personal property to gain a title to the property that is good against the
true owner.
1)To gain title by adverse possession (called limitation title), certain elements must
be present HAVEC
1.) Continuous- possession that is more than sporadic, though not
necessarily constant depending on the circumstances
2.) Actual- a person cant simply claim that property belongs to her, but
she must actually possess it
3.) Hostile-possession taken without permission of the true owner
4.) Visible (notorious)- possession that is visible to the true owner if he orshe takes the time to look.
5.) Exclusive- APer must act as the true owner and exclude all those who
do not have his permission to enter the land
All of these must be present for the duration of a period of time
established by the statute of limitations
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In replevin actions involving the conversion of art the discovery rule is more
appropriate means of determining ownership than the doctrine of adverse
possession.
Bona Fide Purchaser- A person who buys something for value w/o notice that
another person has a legitimate claim to the property and/or that the sellers title is
defective
Discovery Rule- A rule of law under which a c/a for replevin does not accrue until
the injured party discovers, or by exercise of reasonable diligence and intelligence
should have discovered, facts which form the basis of the c/a
o Tacking- the accumulation of consecutive periods of possession byparties in privity to each other.
In the majority of cases, adverse possession is used to gain title to real property. The
doctrine is occasionally used in cases involving chattels, and at least one court has
held that title to intangible interests, such as rights to a song, can be acquired by
adverse possession
When the SOL for an action for replevin of property has run, the original owner of
the property cannot circumvent the statute by physically repossessing the
converted or taken property.
One could not determine where the cave extended by entering alone (only a survey
can) and is therefore not notorious
o quiet (to make secure or unassailable by removing disturbingcauses or disputes) his title
Customarily use now satisfies the requirement of continuity and there need be only
a reasonable connection between successive occupants to tackClaim of Title- In the law of AP, possession of land while claiming it as ones own.
One way of expressing the requirement of histile or claim of right.
o Color of Title- The appearance of title. A claim founded on awritten instrument, or a judgment, or a decree that is for some
reason defective and invalidresults in shorter SOL
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o Constructive AP under Color of Title- if a claimant goes into actualpossession of some portion of prop under color of title, he is
deemed to be in Ap of the entire property described in the
instrument.
o Predecessor in Interest- The person who has possessed or ownedland before the current occupant or owner
o Privity- a relationship between two people of quality so as to havelegal consequences
o Privity of Estate- In the law of AP, that relationship betweensuccessors in interest that is required for tacking
o Squatter- one who has possessionDoctrine of Color of title helps you create a shorter title
If I have a deed and your only ap 5 acres color of title can give you full title we
want to clear the title of all 10 acres
State of mind as an element? Majority view = irrelevant 4) Color of Title: what is it? How does it affect AP? (2 ways)
The doctrine of title by accession (equitable doctrine) holds that a person who
either converts anothers personal property or performs labor on another persons
real property which benefits the owner can gain title to the converted property if
certain requirements are met
The doctrine applies where the trespasser has, in good faith, expended his own
labor on the property and the circumstances are such that it would be grossly unjust
to permit the other party to receive the full benefit of that labor with nothing being
paid to the laborer
1) The nature of the converted property was different enough from that of the
original property that the original timber could not simply be retaken2) There was such a great disparity in value between the standing timber and the
hoops that D had made that it would have been unfair to allow the p to take the
hoops in payment for his lost timber
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A. When it would be not grossly unjust to permit the other party to receive thefull benefit of the labor, such as when there is no great disparity in value
between the pre-conversion and post-conversion property, the doctrine of
accession does not apply
II. Improvements Built Upon Anothers Land
A. Where an occupant has, in good faith, made improvements to real propertyprior to eviction (such as the building of a building on the land), he is
permitted to sue in equity for the value of those improvements
o According to some, an occupants right in equity to compensationfor improvements made prior to eviction applies only when he is a
D in a lawsuit, and therefore does not give him the right to
reimbursement by way of direct suit against the owner unless the
owner has engaged in some type of fraud
Doctrine of Confusion of Goods: Note p. 196
-fungible means everything looks the same, (marbles, grain, guns
sometimes)I mixed my grain with your grain. Does accession work?
-no you do not lose title, we are going to put the burden on you todetermine how much goes to each person. We put the burden on the
commingler if it was in bad faith (strict rule)
I. A bona fide purchaser is a person who buys property from a seller with no noticethat a third person, not the seller owns the property
A. The general rule is that the title remains in the true owner, not the bonafide purchaser, since no one can convey better title than he has.
B. There are, however, many exceptions to this rule. Title to property sold toa bona fide purchaser will shift from the true owner to the BFP where:
a. The owners conduct estops him from asserting title against the bonafide purchaser (entrusts something to a normal seller)
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b. The owner is a beneficiary of the property which held in trust, suchthat the owner has only equitable title, and the trustee had legal title,
which he conveyed to the BFP
c. The owner was fraudulently induced to sell his property to a personwho then sold it to a BFP, since the owner conveyed voidable title to
the defrauder and that the title became absolute when the defrauder
sold it to the BFP and
d. The transaction falls under the UCC which gives good title to a goodfaith purchaser for value even if the seller has only voidable title
II. Equitable estoppel and statutory estoppel are defenses available to a BFPconfronting a claim by the true owner.
A. Equitable estoppel precludes a party from denying any material fact whichhe has induced another to rely upon
a. Thus, if an owner clothes another with indica of ownership orapparent authority to sell his property, equitable estoppel will
preclude him from denying the others ownership or authority to
sell, and he will not be able to recover against the BFP
b. However, merely transferring possession of property to another,without more, is insufficient to induce reliance by a BFP and
therefore does not create estoppel.
B. Statutory estoppel may arise under the UCCs entrustment provision.When an owner entrusts his goods to a merchant who deals in goods of
that kind, this gives the merchant power to transfer all of the owners
rights to a buyer in the ordinary course of business
a. A buyer in the ordinary course of business is a purchaser in goodfaith who buys from a merchant dealing in goods of that kind. Apurchaser of a work of art is not purchaser in good faith if he is
indifferent as to the sellers status as an art merchant and his
authority to sell the work of art.
III. Voidable Title
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A. The UCC allows a person with voidable title to pass good title to a BFP forvalue even if that person acquired the goods through a bad check or
through fraud criminally punishable as larceny.
B. However, more particularized statutes may impose other requirementsthat prevent good title from passing to a BFP. For example, under a
certificate of title statute, a person with only voidable title cannot pass
good title to a motor vehicle to a BFP if he does not have a title certificate
because until he has the certificate, his voidable title is not perfected
Sheridan Suzuki Inc. v. Caruso Auto Saleso Buyers Beware: State law may prevent a BFP from
taking good title to a car if the seller has no title
certificate
o Abrogate- To annul or set asideo Perfect- To make valid and effective, free from legal
defects
Chapter 12. Donative Transfers (Gift Law)
I. Future Gifts Invalid: The intent, or promise, to donate (give) a giftlaterisinvalid without more.
II. Gift Requirements: A gift is valid if:A. Accompanied by an instrument of gift, andB. Made with (proven) intent to make a gift. (The property need not be
delivered at that time, if there is a reasonable and satisfactory excuse.)
In re Cohno A dying mans birthday gift locked in his companys vault is
valido Promises to give gifts later are usually unenforceableo Executrix: Female executor (person who administers a dead
or bankrupt persons estate, or remaining possessions)
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o In Re: In the matter of. Used to introduce cases in certainspecialty courts
o Probate: Matter of handling a dead persons will and estateo Surrogate: the judge in probate courto Testator: Person who leaves a will, or otherwise transfers
property, usually after death.
III. Gifts Effective After Donors Death: Donors may make living gifts while reservingthe right to keep the item during their lifetime
Gruen v. Grueno Gift of painting only after donors death is valido Donors may give an item now, but keep it for their lifetimeo Inter Vivos [Gift]- between the living Gift made while the
person is still alive
o Life Estate: Right to property for the persons lifetimeo Remainder: Right to acquire property after its current owner
dies.
o Special Term: An extra session of court, outside its normalschedule
o Testamentary: By will, i.e., after the donors death.. The issuehere is that, if this gift is ruled testamentary (as opposed to
inter vivos), then it is invalid for failure to follow a wills
formalities.
IV. Deathbed Gifts Valid Without Will: A gift causa mortis(gift in contemplation ofdeath) is usually made by a dying person. It is valid without a formal will, but
only if it meets strict requirements.A. A gift causa mortis is valid if it is:
1. A gift2. Of personal property3. Made in imminent expectation of death,4. By a competent donor,
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5. With the intent6. And upon the condition that the property should belong to the
donee if:
1. The donor dies,2. The donee accepts,3. The delivery is actual, unequivocal, and complete during
the donors lifetime, wholly divesting the owner of control,
AND
4. The donor dies of the anticipated peril.B. The gift must be returned to the donor if:
1. The donor survives,2. The donor changes his mind before dying, OR3. The donee dies before the donor.
Foster v Reiss Dying womans note to ex-husband to take
property she stashed in the house they share is
not valid delivery (overruled in part)
Courts recognize gifts made in anticipation ofimminent death without formal wills.
Defeasible: For property, that which will notnecessarily pass to another, or which may not
pass if certain conditions arise
Donatio Causa Mortis: Same as gift causamortis, the slightly more modern term
Gift Causa Mortis: Transfer of chattels by aperson expecting to die soon, which may be valid
without a formal will.
Legacy: Gift by willC. Imperfect Delivery: Some courts impute constructive delivery if:
1. Donative intent is proven by concrete, undisputed evidence,
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2. The donor intended to transfer possession immediately, AND3. The donor took steps he believed sufficient to effectuate transfer
Scherer v. Hyland (N.J)o Suicidal womans endorsement of check to
boyfriend is valid under circumstances
o Some Jxs allow constructive delivery for a giftcausa mortis
o Ad Litem: For the litigationo Administrator: Person appointed by the court to
represent the estate of people who die leaving
without leaving wills
o Per Curiam: By the court Collective court opinionnot ascribed to any single judge.
o But See: Woo v. Smart (VA)
o Dying mans personal check is not valid gift causamortis until accepted by bank
V. Engagement Rings: What happens when a suitor gives a wedding ring, but thewedding is called off?
A. Fault-Based: Some jurisdictions courts decide the issue based on whowas responsible for the engagement failing
B. Modified No-Fault: In others, the groom is entitled to his ring back only ifhe did not break off the wedding
C. No-Fault Approach: In some states, engagement rings must be returned tothe donor anytime the marriage does not occur
Lindh v. Surmano No fault approach in PN
Chapter 13: Historical Development of Estates Doctrine
-tenure- land that residents owed various specified services to the king
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-Escheat- reversion of uninherited land to the state
-State and federal law provides that, if a landowner dies without suitable
heirs, his property escheat (reverts to ownership of) the state or federal
government. (So if you own land, make a will
-Usually in such cases the state need not pay inheritance tax on the land
In re OConnors Estateo Nebraska inheritance tax laws inapplicable to escheato When landowners die without heirs, their land reverts to
the government
o Escheat: To [have land] revert back to the state, if its ownerdoes not leave it to capable heirs
o Fee: the ownership in lando Probated: Litigation in probate (will/inheritance) courto Reversion: Right to reclaim property, granted to another
for his lifetime, upon the holders death
o Tenure: [archaic] Duties required of vassals (landholders)in old England as a condition of keeping land granted to
them by the Crown (e.g. providing soldiers or money for the
army, harvesting crops, doing housework for the king/lord)
o But see: In re Estate of OBrine
o When personal property escheats to federal government,the state can first collect inheritance taxes
Chapter 14: Freehold Estates
I. The greatest estate in land is the fee simple absolute, which may lastindefinitely, and which, if not sold or passed by will, passes to the owners heirs.
A. Traditionally, to create a fee simple under common law, a deed orconveyance used words to A and his heirs
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1. In modern practice, almost all state have statutes that favor fee simpletitle and give fee simple effect to any conveyance that expresses the
grantors intention to pass a fee simple
2. In a common law jurisdiction, the lack of the words and his heirs in adeed in the chain of title is sufficient to make title unmarketable.
Cole v. Steinlaufo Fee Simple Absolute: The greatest estate in land
someone can have and it can potentially last forever; it
passes to the heirs of the owner if he dies without a will
3. As used in the law of wills and estates, the word heirs is a term of artthat refers to persons who take property under relevant statutes of
descent (usually when a person dies without a valid will); individuals
who take property under a will are not heirs
B. Prior to the passage of the Statute of Wills (1540), English law did notusually allow freehold estates in land, unlike personalty, to be passed by
will.
1. The differences between the treatment of real and personalproperties was accentuated by the jx of the Ecclesiastical Courts over
probate
2. Primogeniture, the idea that a person had only one legal heir (usuallythe oldest male descendent), was the primary rule of inheritance
developed in England.
3. The development of primogeniture tended to prefer passing propertyto successors rather than wives or ancestors, even if the latter were
closer relations than the successors.
C. Under modern statutes, if a person dies intestate (without a will), theproperty will usually be divided by giving half of the estate to a surviving
spouse and dividing the other half between the surviving descendants per
stripes.
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1. When there is a surviving spouse but no descendants, the entire estategoes to the spouse; when there are descendants, but no surviving
spouse, the entire estate goes to the descendants per stripes
2. When there is neither a surviving spouse nor descendants, theproperty passes to the collaterals or ancestors through a statutorily
determined calculation of degrees of relatedness to the deceased
3. Most state statutes provide that someone causing a wrongful deathcannot inherit from the deceased
D. At common law, illegitimate children inherited nothing if their naturalparent died intestate, but modern statutes usually include illegitimate
children to inherit from their mothers and fathers, where the father has
acknowledged paternity or paternity has been proved
II. Although it gives the owner the right to enjoy his or her land and to reap theprofits of its use, the life estate is not inheritable, and upon the death of the life
tenant either reverts to the grantor or passes to the remaindermen named in the
deed.
A. The common law required no special words to create the life estate.1. A will creates a fee simple estate absent express language limiting the
devise to a life estate, since the law (often due to statute) disfavors
forfeitures.
Lewis v Searleso Life Estate: An estate in land that lasts for the duration
of a specific persons life; the holder of the life estate has
a duty to maintain the property in good condition for
the remainderman, the person to whom the propertywill pass at the end of the life estate
o Fee Simple Determinable: A fee simple estate in landthat in the event of a certain, specified occurrence or
action automatically ends and reverts to the grantor
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o Condition: A condition attached to a conveyance of landis language stating that in the even of a certain
occurrence the size, extent or nature of the estate
conveyed will change.
o Limitation: Words of limitation in a will create anestate less extensive than a fee simple
o Testator/Testatrix: Person who has died leaving a will.Testatrix is the female version
2. A will may make a devise contingent upon the devisees marital statusfor legitimate reason, such as the devisees support or protection
Lewis v SearlesB. A life tenant has a fiduciary duty to reasonably maintain her property for
the benefit of the remainderman, so, absent prejudice to the life tenant,
laches will not bar the remaindermans suit for waste
Moore v. Phillipso Waste: Damage to a property beyond normal
depreciation due to a tenants affirmative acts
(Commissive Waste) or neglect of upkeep
o (Permissive Waste)o Remainderman: The person who has the right to a
future interest in land, typically, the person to whom
the land will pass upon the death of a life tenant.
C. In the past, under common law, life tenancies were not inheritable, butnow, a life estatepur autre vie (where the estate terminates upon the death
of someone other than the holder) may be inherited in some cases.
III.Defeasible EstatesA. There are two importantdefeasible estates:
1. The fee simple determinable, which will automatically revert to thegrantor upon the occurrence of a certain event
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2. The fee simple subject to a condition subsequent, which gives thegrantor the right to reenter and terminate the estate upon the
occurrence of a certain event
B. Generally, a court will look at the language of the will or deed to determinethe intention of the parties to create a particular defeasible fee.
1. Where the intent of the parties is unclear from the language of a deed,the court will look to the circumstances to determine the type of
defeasible fee created by the deed.
2. Because of the principle that forfeitures are disfavored, courtsgenerally prefer to interpret an unclear deed as creating FSSCS rather
than an FSD
Oldfield v. Stoeco Homes, Inc.o Fee Simple Subject to a Condition Subsequent: This is a
fee estate under which the grantor may take affirmative
action to have the land forfeited back to him if a certain
condition occurs; it is usually created by using language
such as To A on the condition that. Or To A
provided that
C. By itself, a clause providing that a conveyance is made for certain purposeswill not create a limited estate in a grant of land
Roberts. v. RhodesD. The passage of time alone does not terminate grantors rights or grantees
obligation to perform under a FSSCS
Martin v. City of Seattleo Impossibility: Impossibility of performance may be
advanced as a defense for failure to perform under a K
or deed when a material change in the circumstances
outside the control of the non-performing party or a
change in the law makes it impossible to perform the
terms of the K
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E. A statute of limitations may bar grantors untimely lawsuitto reenter landsunder an FSSCS
Johnson v. City of Wheat RidgeF. A governmental entity that holds a defeasible fee cannot condemn the
grantors reversionary interest and pay merely nominal damages
Leeco Gas & Oil Co. v. County of Nueces
IV.At common law after the year 1285, a conveyance to A and the heirs of hisbody created a fee tail estate, which may be inherited only by specified natural
decedents of the grantee; the fee tail lasts until the holder dies without issue
A. Most state have statutes which abolish the fee tail and make conveyance toA and his heirs into a fee simple in A
B. Where a will conferred a fee simple with the qualification that if granteedied without issue, then the land passed to another, grantee received a fee
tail.
Caccomo v. Banningo Fee Tail: Title to land that can pass only to certain
natural descendants of the grantor; if the grantee dies
without having had natural issue, the title will pass to
the heirs of another (no illegal)
o Disentailment: The process usually created by statute,allowing a person to bar a fee tail and prevent another
person from asserting his rights under the fee tail;
disentailment usually resulted in the creation of a fee
simple absolute in the grantee
o Issue: In the law of wills and property, issue refers tothe natural offspring; in many cases, the term issue is
interpreted to exclude adopted children..
Chapter 16: Concurrent Ownership
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I. Concurrent Ownership in the legal sense refers to two or more persons whoconcurrently have equal rights in real or personal property.
II. Types of Concurrent OwnershipA. Tenants In Common
1. Tenants in Common are individuals each owning a fractional undividedinterest--equal or unequal
2. UndividedInterest refers to an ownership interest where none own anidentifiable segment of the property, and none can assert a paramount
right of possession of any segment.
3. When Disputes arise among tenants in common, available legal remediesinclude partition, leasing and apportioning the rent, or purchase by one
cotenant of the others interest
B. Joint Tenancy1. Joint Tenancy means individuals comprising a single legal entity which
owns the property.
2. JT involves right of survivorshipupon the death of a JT, the survivingJTs own the property.
3. Prior to the 19th century, JT existed, unless there was evidence of a clearintent by the transferor to create a tenancy in common. Today, statutes
often declare that a tenancy in common will be created uncles there is an
intent to create a JT.
4. It is often said that JTs are seised pur my et pur touteach JT is anowner of an undivided interest and an owner of the whole as well.
5. JTs may compel partition, either in kindthrough physically dividingthe propertyby salewith proceeds of the sale paid to the JT
6. JTs may effect a severance of their interestby conveying the interestby deed to another. The grantee becomes a tenant in common, with no
right of survivorship.
7. Four Unities of Joint Tenancy
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1. Unity ofInteresteach has equal undivided interest in theproperty
2. Unity ofTitleeach has derived their interest in the propertythrough the same event, such as a single will or conveyance
3. Unity ofTimethe interests vest as the same time (a limitation toa class will create a JT even if the members of the class come into
being at different times.)
4. Unity ofPossessioneach is seised of the whole estate, not just anundivided interest therein.
C. Tenancy by the Entirety1. Tenancy by the entirety is concurrent ownership available only to a
married couple.
2. At common law, a married woman was subject to the husbands control
and power of disposal of the property of the marital estate. Now, through
legislation and judicial action, husband and wife have equal rights in the
control and enjoyment of their property.
3. Husband and wife are seised pur tout et not pur myneither is an
individual owning an undivided interest. Thus, neither can effect a
severance by conveying an undivided interest and neither can compel a
partition.
III. General Aspects of Concurrent OwnershipA. At common law, JTs were favored. The courts in the US, however, favor the
presumption of all tenants holding jointly as tenants in common, unless
there is a clear showing of an intention to create a JT with the right of
survivorship. In re Estate of Michael
1. Where one seeks the courts assistance in interpreting a deed, the court
will only look to the deed, and will not consider any other evidence, such
as language from a will, to determine the intention of the party.
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B. Cotenants who have mortgage obligations concerning their real propertyare obligated to pay their pro rata share of the expenses. However, if one
cotenant does not pay, and the other prevents the property from being
lost through sale, the nonpaying cotenant retains a right of redemption.
1. A co-tenant who pays more than his share of a debt secured by a mortgage
or other lien on the common property is entitled to
reimbursement (contribution) from his cotenants to the extent to
which he paid their shares of the indebtedness.
Laura v. Christian Constructive Trust: Involuntary trust created by operation of
law where one gains a thing by fraud, accident, mistake, undue
influence, etc., and imposed by a court of equity to prevent
unjust enrichment
Mortgagee: The creditor who possesses the mortgage onproperty, as a lien to secure payment of an obligation by the
mortgagor
Perfect on Appeal: Exercising all steps necessary to pursue anappeal.
2. A cotenant who pays a mortgage or taxes to avoid a foreclosure sale
usually cannot obtain a personal judgment for contribution from
the nonpaying cotenant because the nonpaying cotenant is not
personally liable for the nonpaymente.g., a mortgagee obtains
the property through foreclosure proceedings, rather than
obtaining personal liability against e nonpaying mortgagor.
C. The right to compel partition is an inherent right of JT and TnCD. If a partition suit is filed to terminate a co-tenancy, there must be
accounting.
IV. Creation of Concurrent Estates and Severance Thereof
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A. If two JTs exist, and one transfers his interest to a thirdperson, the JT issevered and a TnC is created between the grantee and the former JT
B. If there are three JTS, and one conveys his interest to a thirdparty, the JT isdestroyed as to the part conveyed, and the third party becomes a TnC
with the other two JTs; however, the latter still holds the remaining two-
thirds as JTs.
C. If three or more JTs exist, the conveyance by one JT to another joint tenantdoes not sever the entire joint tenancy; the grantee remains a JT as to his
original interest but becomes a TnC as to the interest conveyed by the
grantor JT.
Jackson v. OConnell Master: A quasi judicial officer who has been appointed to help
the judge and court, by acting as a referee, hearing officer,
person who resolves discover issues, or makes calculations,
etc.
Quitclaim Deed: a deed that conveys real property but withoutwarranty of title and without covenants
Severance of JT: conduct by a JT that destroys the JT andconverts it into a TnC without right of survivorship
D. In an action for reformation of the deed (as opposed to judicialinterpretation of a deed), if clear and convincing evidence exists showing
that the grantor intended for a deed conveying real property to contain
language concerning JT with right of survivorship, but such language was
absent due to the scriveners negligence, the deed can be reformed to
include the omitted language.
Matter of Estate of Vadney Reform a Deed: Referring to reformation of a legal document
wherein the court orders the document modified according to
the parties intent, usually based upon fraud or mistake
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Clear and Convincing Evidence: Evidence that provessomething by more than a preponderance of the evidence but
less proof than beyond a reasonable doubt.
E. The express language often used to create JT estates is: as joint tenantsand not as tenants in common.
1. Some courts hold that a deed from the grantor to two grantees containing
the phrase, as joint tenants, and not as tenants in common, to
them and their assigns and to the survivor, and the heirs and
assigns of the survivor forever conveys a JT, and not a joint life
estate to the grantees with a contingent remainder in fee to the
survivor.
Palmer v. Flint Bill of Complaint: a written petition submitted to the court
requesting certain relief from the defendant
Granting Clause: The language in a deed or other documentthat expresses the transfer of an interest
Habendum Clause: Also called a to have and to hold clause,and referring to that portion of a deed that describes the
interest granted and any conditions relating thereto
2. However, other courts hold that a deed conveying property as joint
tenants with full rights of survivorship and not as tenants in
common does not create a JT, but instead joint life estates
followed by a contingent remainder in fee to the survivor.
Jones v. Green Inter Alia: Latin for among other things Moiety: A small segment of an interest, half or less than half Per Contra: Latin for by contrast
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Per Curiam: an opinion by the whole court, rather than onejudge
Reversible Error: An error that is significant enough topossibly cause prejudice to a party so as to require the reversal
of a judgment
F. Whether a mortgage severs a joint tenancy depends upon the particularjurisdiction
1. If a jurisdiction treats a mortgage as a lien, the execution of a mortgage by
one of two JTs will not sever the JT
1. However, if the jurisdiction treats a mortgage as a conveyance of title,then a severance will result
2. In those jurisdictions that treat mortgages as a lien, a mortgage upon real
property executed by one of two JTs in not enforceable after the death of
that JT.
People v. Nogarr Condemnation: An action by the government to determine if
property should be declared for public use upon reasonable
compensation to the owners of the property
Doctrine of Equitable Conversion: Where equity acts to makethat which ought to be done; for example, real property will be
treated as personal property in order to acknowledge transfer
of real property based upon written agreement to sell, but
where party dies before title is transferred
Justice Pro Tem: Pro tem is the abbreviation for protemporeLatin, for the time beingand as applied to
justice refers to appointing one to act temporarily as a justice
G. A divorce alone does not sever a JT estate
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1. The provisions of a divorce property settlement agreement may, however,
convert a JT into a TnC
Mann v. Bradley Administratrix: A female administrator who is appointed to
handle the estate of one who dies intestate
Sin Qua Non: without which not
H. Murder1. In some states, murder by one JT of another JT severs a JT
Duncan v. Vassaur Bona Fide Innocent Purchaser for Valuable Consideration: One
who purchases property in good faith, for valuable
consideration and without notice of any defect in title
Judgment of the Pleadings: Deciding the case as a matter of lawbased upon the allegations contained in the complaint
2.Other states have contrary views, such as:
a. A murderer is deprived of the entire interest except for a lifeinterest in one-half;
b. A murderer is entitled to keep all the property;c. A murderer holds upon a constructive trust to the extent of the
computed value of one-half of the property as of the date of the
victims death for the period of the victims expectancy;
d. A murderer is chargeable as constructive trustee of the entireproperty for the benefit of the victims estate;
e. A murderer is chargeable as constructive trustee of one-half of theproperty for the benefit of the victims estate;
f. By the murder, the JT has separated and terminated and on-half ofthe property should go to the heirs of the murdered person and the
other one-half to the murderer, or to his heirs, when deceased
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V. Condominiums ( she said dont worry about condos for the exam)
Bonus Material
Support of Land
Under theories of strict liability and negligence, adjoining landowners have aduty to provide lateral support to each others land
Noone v. Price
o Strict Liability for removal of lateral support is limited to land thatwould be subside while in its natural state
If the land subsides from removal of lateral weight of a building, the adjacentlandowner is only liable in cases of negligence
o Adjacent lateral support may be removed provided that artificialsupport, such as a retaining wall, is provided to replace such support
o The duty to maintain the artificial support becomes a covenant thatruns with the land
Drainage.
Courts apply three different rules: (Armstrong v. Francis Corp):
1) Common Enemy Rule: A landowner has the unrestricted right to rid his landsof surface waters, without liability for harm it may cause others
2) Civil Law Rule: A landowner who interferes with the natural flow of surfacewaters so as to cause an invasion of a neighbors interests in the use and
enjoyment of his land is subject to liability to the other
3) Reasonable Use Rule: A landowner is legally privileged to make alterations tothe natural flow of surface water until there is an unreasonable interference
with a neighbors use of his land. Courts look a the following factors:
a. The utility o the possessors use of his land
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b. The degree of harm that resultsc. The foreseeability of harm that resultsd. The feasibility of alternatives
Damnum Absque Injuria: A loss or damage without injury
Surface Water: Water coming from rain, snow, and streams that spreads over the
ground or collects in pons as opposed to stream water that runs in defined channels
Rights to Water
1) Water in Watercoursesa. A riparian landowner may use all the water in a stream to satisfy
natural needs for water, such as thirst. But for artificial needs for water,
such as manufacturing and irrigation, it is up to a jury to decide on a
case-by-case basis how the water should be divided
b. In Colorado and other western states, the first appropriator of waterfrom a natural stream for a beneficial purpose has a prior right to the
water to the extent of the appropriation
Coffin v. Left Hand Ditch Co. Patent: A grant of government land, including the official
certificate granting the land.
2) Groundwatera. Under the rule of capture, landowners may pump as much
groundwater as they want without liability to neighbors who claim that
the pumping depleted their wells.
Sipriano v. Great Spring Waters of America Inc. Groundwater: Water that has percolated through the soil and
does not flow in an underground stream or a defined channel.
b. In western states, where the ground is more arid, courts usually applythe reasonable use doctrine or an appropriation rule
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