Ashby v. Ashby

46 A. 522, 59 N.J. Eq. 547, 14 Dickinson 547, 1900 N.J. Ch. LEXIS 107
New Jersey Court of Chancery·Decided May 12, 1900·Published·Cited by 6 cases

Opinion

Grey, V. C.

The first point to be determined in this case is whether the continued occupancy of the mill property, &c., after November 18th, 1888, by the complainant was under the terms prescribed by the testator in his will or under some special agreement with the life tenant, Lydia G. Ashby.

The status of the complainant, in his occupancy of the mill, is a most important factor in the settlement of the question whether he is entitled to be allowed for the repairs by him made to the mill. If he held the mill under the terms prescribed by the testator in the will, and the work done was within the class of repairs which he was by the will required to do at his own cost, then his expenses for repairs made cannot be charged against the defendants, who are his co-tenants in common. If the complainant held the premises as tenant of the widow, the expenses of repairs must be borne by the person who, under the terms of their agreement of letting, was obliged to meet them. If he occupied free from any obligation to do the work under the-terms of the will or of the lease from the widow, but simply as co-tenant, then expenditures for necessary repairs and proper betterments, if honestly made by him as tenant in common in good faith for the improvement of the property, may present an equitable claim.

By the operation of the testator’s will, the widow, Lydia G. Ashby, took an estate for life, in the premises, subject to a privilege permitting Amos to continue in the occupancy of the mill, &c., upon the terms prescribed by the testator, which were that Amos should “ pay all taxes and all needed repairs at his own proper cost and expenses” and a yearly rental of $425 per annum, payable to the widow in four quarterly payments, during her natural life. He was also, to quote the words of the [555] will, to occupy the Burlington mill, “subject to the same conditions, provisions and requests * * * as above made regarding my son Timothy.” In the preceding part of the same paragraph Timothy was required, touching the Mansfield mill, to “keep the said property in good repair at his own proper cost.” Amos was therefore to hold the Burlington mill, charged by the testator with an obligation to keep that in good repair and to pay for all needed repairs. But should Amos not elect to continue to occupy, or should he desire to vacate, the premises, then the widow might rent the same to any other tenant on the best terms that could be obtained by her.

By the residuary clause the title in fee to the Burlington mill, &c., passed to the residuary devisees, but subject to an option given to Amos to purchase'it at the price of $10,000 within three months after the death of the widow, and if the option was not exercised during the period specified, then further subject to a power of sale, under which the executors were authorized, but not directed, to sell the property.

At the time of the testator’s death, May 15th, 1888, the complainant was a lessee in possession of the Burlington mill property. He continued in possession during the further six months to November 15th, 1888, after the death of the testator and lessor, as provided in the lease. He further continued in possession from that time to the death of the widow and life tenant, on October 23d, 1897, And up to the present time, and he did not, though notified so to do, exercise his option to purchase at the price of $10,000 fixed by the testator.

The complainant in his bill of complaint alleges that he did not hold the mill under the conditions prescribed by the will, and has sought to sustain this allegation by proof. That he did in fact continue in the occupancy of the mill after his term of his lease had expired, is not denied. He admits that he continued to pay $425, the same rental prescribed by the will. He attempted to show that he had declared that he-was not bound by the will, but his testimony was quite contradictory. He stated in one part that he told this to his sister Ella about September 22d, 1890, but to no one else. At this time he had continued [556] in the occupancy of the mill for over two years after the will was proven, and about eighteen months after his 'lease had expired. In another part of his testimony he declared that when the will was'read he had stated that he would not abide by the will in the presence of all the heirs and of the executors. This was denied by several of the heirs, and the proof is undisputed that he continued in possession without any other arrangement than that fixed by the will. He attempted to show that he made an agreement to hold under his mother the life tenant. When probed, this supposed agreement was shown to have been a mere claim set up by the complainant that his mother had accepted a settlement of the rent due from him by which she allowed him for repairs made by him, and this he insists should be held to have been a recognition of his rights to such an allowance. The proof does not sustain his claim that any such statement was made, and if there were, it would, in the absence of some binding contract to allow for repairs, have been a mere gratuity. Furthermore, no agreement of the widow to allow for repairs could charge the estate of the remaindermen with such expenses.

The weight of the evidence goes to show that the complainant, ever since the expiration of his term as lessee, six months after the death of the testator, has “continued in the occupany ” of the Burlington mill by acceptance of the terms of the testator’s will in that particular. This, under the proofs, he did in actual fact. There is an entire failure to prove any refusal to accept the terms of the will, or that the complainant’s occupancy was under any other agreement.

The course of the defendant in continuing in the occupancy of the mill under the terms prescribed by the will, and accepting the legacy and devise therein given to him, have imposed upon him an obligation to perform the conditions prescribed by the testator. He cannot accept a benefit under the will and disappoint the intent of the testator. He might decline to occupy and vacate, but he might not continue to occupy, except upon the terms prescribed by the testator.

The benefit of the gifts conferred upon the complainant by the [557] same will do not appear to have been in any way disclaimed by him. He was forgiven $1,000, which he owed his father’s estate, and received the gift of a one-fifth interest in the residue. His bill of complaint shows that he is now asserting rights of ownership in the Burlington mill which he claimed under this residuary devise. Having continued in the occupancy of the mill and accepted the benefits of the will, he must be held to have assumed the coincident obligations imposed upon him by the testator. Blake v. Bunbury, 1 Ves. Jr. 523; Bird v. Hawkins, 13 Dick. Ch. Rep. 229, and eases there cited. He was bound to keep the mill in good repair at his own proper cost, and to pay for all needed repairs.

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Ashby v. Ashby, 46 A. 522, 59 N.J. Eq. 547, 14 Dickinson 547, 1900 N.J. Ch. LEXIS 107 (N.J. Ct. App. 1900).

46 A. 522 (Ashby v. Ashby) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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