Peerless Candy Co. v. Kessler

123 Misc. 361, 205 N.Y.S. 884, 1924 N.Y. Misc. LEXIS 1159
New York Supreme Court·Decided June 23, 1924·Published·Cited by 1 cases

Opinion

Benedict, J.

This is a motion to confirm the report of the referee on title in an action for the partition of real property. The order of reference authorized the referee, among other things, to ascertain and report with respect to claims for restoration of and repairs to the premises and for taxes and other moneys paid by any party to the action. The plaintiff has made certain claims of this nature, and the referee has reported that it is entitled to reimbursement therefor out of the proceeds of the sale, prior to the distribution of the proceeds among the cotenants.

The premises involved in this action were formerly the property of Johanna D. Lane, who died on January 17, 1909, seized of the same. She left a will, whereby she devised said premises to James Kealy for life, with remainder to his lawful heirs ” (which the referee finds was intended by the testatrix to mean lawful issue ), subject to certain conditions, and in default of such issue to Mary Ann Fitzpatrick, Jane Fitzpatrick, Nellie Kealy (now Nellie Kealy Collins), and Annie Kealy (now Annie Kealy Albanese), in fee, with certain provisions as to survivorship in case of the decease of any of them. James Kealy afterwards died without issue, and the several surviving remaindermen are parties defendant to this action.

[363]*363On May 14, 1921, the plaintiff acquired a tax lien on said premises for $673.49, for taxes accrued prior to March 16, 1916. On June 10, 1921, to protect its said tax lien, plaintiff paid taxes for the years 1916 to 1920, inclusive, and water rents from 1915 to 1919, inclusive, amounting to $614.38. On July 19, 1921, plaintiff, through one Bella Kessler, acting as a dummy, acquired the life estate of said James Kealy in said premises. On August 3, 1921, the plaintiff, also through said Bella Kessler, as dummy, acquired the remainder interest of said Jane Fitzpatrick, who, as the survivor of her sister, said Mary Ann Fitzpatrick, had succeeded to the latter’s interest. On November 25, 1921, Bella Kessler conveyed all her right, title and interest in and to the premises to the plaintiff, subject to the said tax lien and all other claims of the plaintiff, without merging same. James Kealy, the life tenant, died July 3, 1922.

The life tenant, James Kealy, neglected the premises and suffered them to get into such disrepair that they were untenantable, and he .also neglected to pay the taxes and water rates. The plaintiff claims to have expended, and the referee has found that it did expend, for the repair and restoration of the premises, $2,367.85 in excess of rents received. The work was done and moneys expended during the lifetime of said James Kealy, but after he had parted with his ownership of the life estate.

I have already expressed the opinion that plaintiff is entitled to a prior claim or lien by reason of the tax hen aforesaid, and by reason of the taxes and water rents paid to protect the same prior to plaintiff’s acquirement, through Bella Kessler, of the life estate. See N. Y. L. J. (p. 766) May 23, 1924. I see no reason to change this ruling.

I reach the opposite conclusion with respect to the sums expended for the work of repair and restoration. It is elementary that it is the duty of a life tenant to keep the premises subject to the life estate in repair, or at least in as good condition as they are in at the inception of the life estate. The evidence shows that the premises were in good, tenantable condition at the decease of Johanna D. Lane, when the life estate began. Their condition at the time of the purchase of the life estate by the plaintiff appears to have been due to the neglect of the life tenant to perform his duty with regard to keeping them in repair, and clearly at that time the duty of restoration rested upon him. If he had expended his money for the repairs which plaintiff caused to be made he could not have recovered therefor from the remaindermen, and I think plaintiff, having succeeded to "the interest of the life tenant, is in the same position. It is not necessary to hold that plaintiff could have been [364]*364compelled by the remaindermen to restore the premises, but as it has done so voluntarily — has voluntarily performed the neglected duty of the life tenant whose interest it purchased — I think it is in no better position than the life tenant himself would have been to' claim reimbursement, either in whole or in part, from the remaindermen.

If it be claimed that some of the work done consisted of improvements, and not merely of repairs or restoration, the answer is that as to these there is no evidence either that they were necessary for the preservation of the property or that the remaindermen assented thereto, and the plaintiff must, therefore, be deemed to have made them on its own responsibility and-at its own expense. Most of the work, it seems clear, was necessitated by the neglect of the life tenant.

No authority has been cited, and I have been unable to find any authority in this state, precisely in point. The general rule is set forth in Jacobs v. Steinbrink, 164 App. Div. 715, in Prescott v. Grimes, 33 L. R. A. (N. S.) 669, and note, and in Frederick v. Frederick’s Admr., 13 id. 514, and note. These authorities make it clear that generally speaking the cost of ordinary repairs and such improvements as are voluntarily made by the life tenant must be borne by him, and that the same rules apply to one who acquires the interest of the life tenant. See 13 L. R. A. (N. S.) 516, and note. The rule*of the civil law in cases of usufruct was the same, as the following excerpts from 1 Domat’s Civil Law, Strahan’s Translation, Cushing’s Edition, part 1, book 1, pp, 424, 425, serve to show: “ The sixth engagement which the usufructuary lies under is to be at the necessary expenses for preserving and keeping in good case the places and other things of which he has the usufruct. Such as to make the small repairs of a house, to plant trees in the room of those which die in the ground, to manure and improve the lands, and to make the other lesser repairs, and to lay out the expenses which may be necessary for the cultivation and preservation of the places. But he is not bound to be at the charge of the greater repairs, such as the rebuilding of a house that is fallen without any neglect of his. * *• * All the engagements of the usufructuary are common to him who has the bare use, in proportion to his right of use. Thus, when his right gives him the whole thing, as if he has a right to inhabit a whole house, he ought to charge himself with what is delivered to him, to give the necessary security, take care of the places, use them without misusing or damaging them, make the repairs and bear- the other charges'which the usufructuary would be bound to do. But if his right is limited, as if he has only a part of a house, he is [365]*365liable to repairs and other charges only in proportion to what he possesses.”

There are exceptions and qualifications, to be sure, and some of the cases supporting such exceptions and qualifications will now be noticed.

In Thomas v. Evans, 105 N. Y. 601, the husband of a female life tenant, who became entitled on marriage to enjoy his wife’s life estate therein, purchased the remainder through a third party from the executors, who acted under a power of sale. Supposing that he had a valid fee title, he made improvements.

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Peerless Candy Co. v. Kessler, 123 Misc. 361, 205 N.Y.S. 884, 1924 N.Y. Misc. LEXIS 1159 (N.Y. Super. Ct. 1924).

123 Misc. 361 (Peerless Candy Co. v. Kessler) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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