Majority
Headnote
1. Wills—Interest on Legacy.This action was commenced in July, 1895, for the purpose, as expressed in the prayer for relief, of obtaining judicial construction of the will of Sarah Purdy, deceased, so far as related to the land in question, to require the defendants to account for the rents and profits of the premises, and for the direction of sale thereof. • The title to the land, up to. the time of her death, was in Sarah Purdy, who died in 1876, leaving her last will and testament, which was admitted to probate and record in June of that year, and letters testamentary were issued to her surviving husband, Underhill L. Purdy. By it she gave and devised to him, “and to his heirs and assigns, forever,” all her estate, real and personal (except some personal property bequeathed to another), subject to the charge upon such devise of a legacy of $10,000 given to her brother James Pine, which legacy she directed to be paid, without interest, within one year after the decease of her husband; and she added that, “by the above provisions, it is intended to give to my husband the use of all my estate,” with such exception, during his life. By another clause of the will, she empowered the
The court has found that the legatee, and those who succeeded him in the right to the legacy, and in the possession. of the premises, prevented the sale of them, and that, by reason of this action, the legacy has not been paid. As the evidence upon which those conclusions of fact were reached is not before us, they are entitled to the effect which thev necessarily import. The legatee and his personal representatives and successors in interest were advised by the terms of the will that the fund for the payment of the legacy was to be derived from the sale of the land, and in no other manner; and, by preventing the sale, they denied to the executor of the will of Underhill L. Purdy the right to pay it, and therefore they were not and are not entitled to the allowance of any interest upon the legacy. Nor were the defendants entitled to the item of $90 for insurance. It was in no sense beneficial to those having title to the premises, and could not be available to them, nor was it beneficial to the land. Faure v. Winans, Hopk. Ch. 283.
A different question arises as to the allowance to the defendants for the expense for repairs, and for taxes paid by them. When a person having possession of land is by an outstanding title required to surrender it to another, he may, if his occupancy has been in good faith, be allowed for permanent improvements made on the premises in abatement of the owner’s claim against him for rents and profits. This is an equitable defense. Green v. Biddle, 8 Wheat. 1 ; Jackson v. Loomis, 4 Cow. 168 ; Wood v. Wood, 83 N. Y. 575 ; Sedg. Dam. 126, 127. But while one who is not a bona fide occupant of land owned by another is not permitted to obtain affirniative relief by action to recover the expense of repairs made,
It is unnecessary to consider the question whether or not, in view of the provisions of the will of Mrs. Purdy, there was any opportunity for Pine to claim, in good faith, the right, as her heir, to-enter and occupy the premises.
These views lead to the conclusion that the judgment should be reversed, and a new trial granted, costs to abide the final award of costs, unless the defendants stipulate to reduce the amount allowed to them equal to that of the interest upon the legacy and the expenditure for insurance included in the allowance to the defendants; and in that event the judgment be so modified and affirmed,• without costs to any party. All concur.
Cases cited
- Haight v. Pine 3 App. Div. 434 p. 304
- Dana v. Fiedler 12 N. Y. 40 p. 305
- Southern Central Railroad v. Town of Moravia 61 Barb. 180 p. 305
- Gillespie v. Mayor 3 Edw. Ch. 512 p. 305
- Stevens v. Barringer 13 Wend. 639 p. 305
- Green v. Biddle 8 Wheat. 1 p. 305
- Jackson v. Loomis 4 Cow. 168 p. 305
- Wood v. Wood 83 N. Y. 575 p. 305
- Holmes v. Davis 19 N. Y. 488 p. 306
- Sands v. Codwise 4 Johns. 536 at 604 p. 306
- Loos v. Wilkinson 113 N. Y. 485 p. 306