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Tuesday, June 27, 2023

LIDIA BRANCO VS. FRANCISCO ANDRE RODRIGUES,

 Plaintiff and decedent were partners for twenty-five years but never married.  During their relationship, decedent owned an income-producing property in fee simple, which, unbeknownst to plaintiff, he transferred during his lifetime to himself and plaintiff as joint tenants with rights of survivorship.  Decedent signed and recorded the transfer deed.  Plaintiff discovered her interest in the property only after decedent passed away.  Plaintiff sought injunctive relief to quiet title and was granted summary judgment, based on the trial court's holding that all elements of a valid inter vivos gift were present.

Defendant, who is decedent's son and administrator of the estate, urges reversal, claiming material issues of fact precluded summary judgment, specifically challenging the validity of the inter vivos gift of real property.

The court affirms.  Defendants presented no evidence to rebut the presumptions of donative intent, delivery and acceptance raised by the recorded transfer deed.  Acceptance is presumed subject to plaintiff's right to disclaim her interest within a reasonable time of becoming aware of it.  The additional element of relinquishment required for a valid inter vivos gift in New Jersey was also satisfied upon recordation of the transfer deed because decedent could not unilaterally restore his former fee simple estate.