Yung v. Blake

156 A.D. 211, 141 N.Y.S. 300, 1913 N.Y. App. Div. LEXIS 5781
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 11, 1913
StatusPublished
Cited by3 cases

This text of 156 A.D. 211 (Yung v. Blake) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Yung v. Blake, 156 A.D. 211, 141 N.Y.S. 300, 1913 N.Y. App. Div. LEXIS 5781 (N.Y. Ct. App. 1913).

Opinion

Laughlin, J.:

This is an action in partition. The premises were formerly owned hy the plaintiff and his wife, Anna Louise Yung, since deceased, as tenants in common. She had been married before to one Blake, and during his lifetime she made a will by which among other things in effect the premises in suit were devised to the appellants as executors and trustees, in trust, to devote the income thereof to the care, protection and education of her two daughters during their minority, and upon their arriving at the age of twenty-one years to divide the corpus between them equally. One of the daughters predeceased the testatrix. The respondent Anna May Blake is the surviving daughter, arid, so far as material to this appeal, she took the interest of her sister. After the death of her former husband the testatrix married the plaintiff, and the respondent Charles Francis Yung was born to them on the 28th day of September, 1904. The testatrix died on the 12th day of March, 1908, when the respondent Charles Francis Yung was about three and one-half years of age. The premises sought to be partitioned consist of thirteen parcels of land, all of which with one exception are improved.

Since the death of the testatrix they have been managed and cared for by the plaintiff, and by him and Macpeak as [213]*213executors and trustees. They have collected the rents and paid the running expenses, and, according to the answers of the appellants, they have expended large sums of money over and above the rents received in making necessary repairs to the buildings upon the premises, and in making necessary improvements thereon, and in paying taxes and assessments and mortgage liens thereon. Of these expenditures the plaintiff individually contributed one-half, and the appellants contributed the other half from funds which they held as trustees for the: respondent Arma May Blake. By virtue of the provisions of section 26 of the Decedent Estate Law (Consol. Laws, chap. 13; Laws of 1909, chap. 18), which re-enacted the provisions of the Revised Statutes (2 R. S. 65, §49, as amd. by Laws of 1869, chap. 22), the infant Charles Francis Yung took the interest in the premises in question which he would have taken had his mother died intestate. That interest, it is claimed on the part of the plaintiff and by the appellants, is an undivided one-fourth interest in remainder, subject to an interest equal to a tenancy by the curtesy in favor of the plaintiff had his wife died intestate; but the plaintiff claims that an estate by the curtesy is vested in him, whereas the executors and trustees claim that they took it as part of the trust estate. The trust had not expired when the action was commenced, but the beneficiary under the trust became of age on July 24, 1911. The original answer of the executors and trustees was verified on July 25, 1911, and served the next day, and in it they asserted in behalf of their cestui que trustent an undivided one-fourth interest in the premises. In this answer they asserted no .claim again the interest of Charles Francis Yung, the infant, for a proportionate amount of the expenditures made for repairs and improvements over and above the rents received. At that time they evidently contemplated that that was a claim to be asserted in behalf of their former cestui que trustent, respondent Anna May Blake, and that they would be allowed on their accounting in the Surrogate’s Court for the amount of such expenditures; but on an accounting in the Surrogate’s Court which covered the period ending December 31, 1909, and on which they claimed a credit for such expenditures, the surrogate disallowed the items. Thereafter and on the [214]*21412th day of December, 1911, they interposed an amended answer, in which they asserted in the form of' a counterclaim a lien against the interest of the infant, Charles Francis Yung, for these expenditures. Thereafter and! on September 24, 1912, pursuant to an application duly granted, they interposed a second amended; answer nunc pro tunc as of the date of the service of the first amended answer, in which they made claim for the first timé that they took an estate by the curtesy in the undivided one-fourth. interest which passed to the. infant, Charles Francis' Yung, as part of the trust estate, and in which they also ¡ asserted a lien against the interest of said infant for expenditures made after the 31st day of December, 1909, which was - the date of the accounting in the Surrogate’s Court. The original order of reference, which was granted after the service of the first amended answer, provided, among other things, as follows:.

“And it is further ordered .that said. referee take and state the accounts of the defendants Joseph A. Macpeak and Charles Yung as executors of and trustees under the last will and testament of Anna Louise Yung (formerly Anna Louise Blake), deceased, as prayed for in the said amended answer of said defendants, and : that said referee report whether there is any balance due said defendants, and if so,' whether said balance is a lien on the interest in said premises of any party to this action. ”

After proceedings before the referee had begun and continued for some time, ttie respondent Anna May Blake made a motion to strike out thisiprovision of the order.

It appears to be well settled that where one cotenant expends money in making repairs or improvements on the premises held in common without authority from his cotenant he is not entitled to a lien theiefor against the interest of. the latter (Ford v. Knapp, 102 N Y. 135; Satterlee v. Kobbe, 173 id. 91; Cosgriff v. Foss, 152; id. 104. See, also, Prentice v. Janssen, 79 N. Y. 478); and; therefore, it is unnecessary to consider the various questions ¡which have been presented with respect to the construction of the provisions of the Code of Civil Procedure concerning the rights of lienors. '

The Legislature has expressly provided that any party to such' an action may be required to account for rents and profits (Code [215]*215Civ. Proc. § 1589); and courts of equity require as a condition of decreeing a' sale in partition that the equitable rights of the tenants in common as between themselves with respect not only to liens (See Halsted v. Halsted, 55 N. Y. 442), hut to contribution for expenditures made by one without the consent of the others for necessary repairs where at common law an action to recover therefor could not be maintained, be ascertained and adjusted. (Cosgriff v. Foss, 152 N. Y. 104, and other cases supra.)

The reported cases on this point arose with respect to contribution claimed against the plaintiff in the action and stress appears to have been laid upon that fact; but the Court of Appeals, in Satterlee v. Kobbe (supra), stated the rule more broadly as follows: In a partition action the court will always adjust equities between tenants in common arising out of expenditures and improvements made by one of them as against the other. (Ford v. Knapp, 102 N. Y.

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Bluebook (online)
156 A.D. 211, 141 N.Y.S. 300, 1913 N.Y. App. Div. LEXIS 5781, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yung-v-blake-nyappdiv-1913.