In Re Brooks'estate

265 P.2d 833, 44 Wash. 2d 96, 1954 Wash. LEXIS 254
CourtWashington Supreme Court
DecidedJanuary 18, 1954
Docket32524
StatusPublished
Cited by1 cases

This text of 265 P.2d 833 (In Re Brooks'estate) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Brooks'estate, 265 P.2d 833, 44 Wash. 2d 96, 1954 Wash. LEXIS 254 (Wash. 1954).

Opinion

Finley, J.

— This appeal is from an order of the superior court for King county, approving the final account of Myrtle A. Brooks, as executrix of the nonintervention will of her deceased husband, Thomas I. Brooks, and overruling certain objections made by the residuary beneficiary regarding the final report.

The two significant questions in this case, outlined in very simple terms, are: (1) whether the expense (a) of a new roof and (b) of remodeling improvements, incurred during probate (involving a small combination apartment-retail-store building, devised by the decedent), may be *97 apportioned by.thé executrix between a life tenant and a remainderman;- and (2) whether the fees of the nonintervention will executrix and her attorney were fixed by the probate court in a sum so high, in proportion to the services rendered, as to amount to an abuse of discretion. In this opinion, we decide both questions in the negative.

As intimated above, the decedent, among other things, left to his widow, Myrtle A. Brooks, a life estate in a two-story corner building. The will provided that, upon the death of Myrtle A. Brooks, the building was to pass to Carl Schacht, as the remainderman.

Originally, the building had two separate store rooms on the ground floor and an apartment (the widow’s living quarters) on the upper floor. The roof needed repairs. Myrtle A. Brooks caused a new roof to be placed on the building, at a cost of $326.52. Also, at a cost of $338, she had a partition removed, and did some minor remodeling of the first floor store space. Prior thereto, the partition had separated the two store rooms. The decedent had rented the smaller of the two store rooms to an old friend for living quarters, at $18.50 per month. As a result of the removal of the partition and the remodeling of the building, rent on the smaller space was increased to $35 a month. The entire ground floor was thereafter occupied and used as a grocery and market, and its rental was increased ■ from $83.50 to $100 per month.

The real property of the estate was appraised at $44,500, and the personal property (including cash in banks) at $31,211.77. In addition to the life-estate interest in the real property, mentioned above, the decedent left the sum of $15,000 cash to his widow, in trust, from which $125 plus accrued interest on the principal was to be paid to her, monthly, during her lifetime, any remaining balance to pass to the residuary beneficiary, Carl Schacht. We note that a substantial portion of the estate was left directly to Carl Schacht (a stepson of decedent), and a portion of the real estate was left to Schacht’s daughter.

*98 Although not specifically required by statute, a final report was filed by Myrtle A. Brooks, the nonintervention executrix. There is no question as to the authority of-the probate court to act where a nonintervention executrix has invoked the jurisdiction of the court to approve her final account and to make a final order of distribution. In re Brown's Estate, 129 Wash. 84, 224 Pac. 678; In re Perry's Estate, 168 Wash. 428, 12 P. (2d) 595.

In an amended final report, the executrix charged against the estate assets of the-remainderman one half of the cost of the new roof, and one half of the cost of removing the partition and doing the minor remodeling; she charged the other one half of these costs to herself, as life tenant. The remainderman, Schacht, objected to the charges against his portion of the estate and has assigned error to the trial court’s approval thereof.

■ The weight of authority clearly supports the general principles, (a) that a grantee or devisee who accepts the benefits of a life estate must assume the burden or expense of the repairs; and (b) that a life tenant who voluntarily makes permanent improvement^ cannot apportion the cost thereof between himself and the remainderman. In Richardson v. McCloskey, 276 S. W. (Tex. Com. App.), 680, the following statement pertinent to the matter of repairs is found:

“The principle is that one who takes a life estate in the property of a decedent elects to take as a whole with the benefits of the income and profits, and under the corresponding burdens of the current expenses such as taxes, repairs, and other upkeep, viewing the estate as a whole.”

In a New York case, In re Very’s Estate, 24 Misc. Rep. 139, 53 N. Y. S. 389, the court stated:

“Nor can such tenant [who was also executor] make repairs of a permanent character upon the property at the expense of the inheritance. He is bound to make repairs at his own expense. The making of permanent improvements is a voluntary act on. his part, which gives no claim on the reversion.”

*99 As to the matter of improvements, we refer to 33 Am. Jur. 985, § 457, for a good textual statement on the problem, as follows:

“The general rule is clearly established that compensation for improvements made by a life tenant with full knowledge of his title to the property cannot be recovered from the reversioner or remainderman, either by way of a money judgment or decree or by the assertion of a lien against the property. Various reasons have been announced for the rule, but the ones usually advanced are that the life tenant should not be permitted to consume the interest of the remainder-man by making improvements that the remainderman can-, not pay for or that he does not desire, and also that improvements are usually made for the immediate benefit of the life estate and without reference to the wishes of the remainder-man.”

See, also, 128 A. L. R. 255 (Note — Improvements), and 1 American Law of Property 155, § 2.21.

While an exception is usually made as to the cost of street and sewer improvements on the theory that they are imposed by law and may not be characterized as being voluntarily assumed by a life tenant; and while an argument may be made along equitable lines when long-term repairs or permanent improvements have been made, which, reasonably, should result in benefits to a remainderman; nevertheless, we think that the rule supported by the weight of authority (as pointed out hereinbefore) is the better-reasoned, more practical, and more workable one. In this connection, it seems to us that the decision of this court several years ago in Stahl v. Schwartz, 81 Wash. 293, 142 Pac. 651, when analyzed quite closely, is in accord with the general rule supported by the great weight of authority in this country, as mentioned heretofore, that the cost of repairs and voluntary improvements must be borne by the life tenant in the absence of consent by a remainderman to be liable therefor.

In the Stahl case, supra, with reference to certain remodeling expenditures undertaken by two coexecutors (one of whom owned a life tenancy in one half of the estate), we first noted the fact that the life tenant-executor had agreed to *100 pay these costs from the income of his life estate, and then added:-

. “There is, moreover, another general rule applicable to . ' . .

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Bluebook (online)
265 P.2d 833, 44 Wash. 2d 96, 1954 Wash. LEXIS 254, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-brooksestate-wash-1954.