How to Calculate and Recover Carrying Costs from a Co-Owner in a Joint Sale Agreement in Nebraska | Nebraska Partition Actions | FastCounsel
NE Nebraska

How to Calculate and Recover Carrying Costs from a Co-Owner in a Joint Sale Agreement in Nebraska

Disclaimer: This article provides general information about Nebraska law and does not constitute legal advice. Consult a licensed attorney for advice specific to your situation.

Detailed Answer

When co-owners jointly hold property and agree to sell, each owner must contribute their share of carrying costs—expenses incurred to maintain the property until sale. Carrying costs typically include:

  • Mortgage interest
  • Property taxes
  • Insurance premiums
  • Homeowners association (HOA) fees
  • Utility bills and maintenance

Step 1: Identify and total each cost. For example, suppose a property has the following monthly expenses:

  • Mortgage interest: $1,000
  • Property taxes: $200
  • Insurance: $100
  • HOA fees: $50

Total monthly carrying costs: $1,350. If you pay these costs alone for six months, your total outlay is 6 × $1,350 = $8,100.

Step 2: Determine each co-owner’s share. For equal owners, divide total costs by two: $8,100 / 2 = $4,050. This amount is your co-owner’s contribution.

Step 3: Document and demand repayment. Compile mortgage statements, tax bills, insurance invoices, HOA statements, and receipts. Send a written demand to your co-owner, specifying the total owed and attaching documentation.

Step 4: Pursue recovery through court if necessary. Under Nebraska’s partition statutes, you may file for partition by sale and seek reimbursement of carrying costs:

Neb. Rev. Stat. § 25-21,185 allows a co-tenant to obtain contribution for necessary repairs and expenses, including taxes and insurance.

In a partition action, the court can order that net sale proceeds first reimburse co-owners who advanced carrying costs before dividing the remainder. You must present a detailed accounting of expenses in court.

Helpful Hints

  • Keep detailed records: Save invoices, bank statements, and receipts for all property-related expenses.
  • Communicate in writing: Send emails or letters outlining expense shares and deadlines for payment.
  • Get agreements in writing: If possible, draft a co-ownership agreement defining how carrying costs will be split.
  • Consider mediation: A neutral mediator can help resolve disputes before court.
  • Consult an attorney: A Nebraska real estate attorney can guide you through partition actions and statutory requirements.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.