Estate of Lucille M. Horstmeier, deceased, Mary E. Scott, Executor - Page 14




                                        - 14 -                                         
          for “bills”--but this is too late to have much bearing on the                
          parties’ intent at the time of purchase.                                     
               The Court accepts Ms. Scott’s testimony, which is                       
          corroborated, that she provided all of the services required to              
          maintain the household, including significant maintenance work.              
          Obviously, these services were valuable and benefited Ms.                    
          Horstmeier.  Nonetheless, because Ms. Horstmeier was providing               
          Ms. Scott with money for her living expenses, we believe the                 
          facts in this record are susceptible of another reasonable                   
          explanation; namely, that Ms. Scott’s services in the 1970’s were            
          repayment for her living expenses, including rent.  Ms. Scott has            
          not shown that the value of her services so exceeded both the                
          money being given her by Ms. Horstmeier and a fair market rent               
          that the services must have been repayment for a half interest in            
          the Glenview house.  It is not unreasonable to interpret the                 
          services as reimbursement for living expenses and rent, rather               
          than repayment of half the acquisition costs for the property.               
          Certainly this interpretation is consistent with Ms. Horstmeier’s            
          retention of legal title for nearly 20 years while relinquishing             
          it in other circumstances; i.e., with respect to the Wisconsin               
          property.  It is also consistent with Ms. Scott’s contention that            
          she would not have agreed to live with Ms. Horstmeier without                
          paying her fair share.                                                       








Page:  Previous  1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  Next

Last modified: May 25, 2011