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793 So. 2d 801

Richardson v. Gibson

Court of Civil Appeals of Alabama

Decided January 12, 2001

Court of Civil Appeals of Alabama · decided 2001-01-12

Relies on Gordon v. McLemore · Fundaburk v. Cody

Decided 2001-01-12

CRAWLEY, Judge.

¶1In March 1998, Ginger Richardson (the “daughter”) sued her stepmother Martha Gibson (the “widow”) for a sale of the real property of her father George W. Nichols (the “decedent”) and a division of the proceeds. The decedent had died intestate in July 1995. The trial court ordered the *802property sold and the proceeds divided evenly between the daughter and the widow. The trial court also awarded the widow reimbursement from the daughter for expenses she had incurred in tending that real estate, specifically, expenses for insurance, taxes, pest control, and replacement of the water heater. The daughter appeals, arguing that the trial court erred by awarding the widow reimbursement for these expenses.

¶2The widow and the daughter agree that upon the decedent’s death they became cotenants of the decedent’s real property, which consisted of the decedent’s home-place. The widow lived in the homeplace at the time the decedent died, and she continued to live there until the property was sold as a result of the daughter’s sale-for-division action.

¶3Ala.Code 1975, § 35-6-23, provides that the trial court in a sale-for-division action “may adjust the equities between and determine all claims of the several cotenants or claimants.” Although the widow incurred the expenses at issue for repairs, tax liabilities, and maintenance of the property, the daughter argues that the widow, because she was in sole possession of the property at the time the expenses were incurred, is not entitled to reimbursement for those expenses.

¶4The daughter relies on the following language from Fundaburk v. Cody, 261 Ala. 25, 32, 72 So.2d 710, 717 (1954):

“ ‘ “A cotenant in sole possession and receiving all the profits derived from the property ... is deemed to have undertaken the discharge of certain duties to his cotenants, such as preserving the property by making needful ordinary repairs ... and payment of taxes and other annually maturing liens, and is not entitled to contribution from them.” ’ ”

¶5This language is quoting Gordon v. McLemore, 237 Ala. 270, 274, 186 So. 470, 474 (1939), which, in turn, is quoting 7 R.C.L. 824. The Fundaburkcourt states that the issue in that case was whether the occupying cotenants were entitled to reimbursement for payments made toward the mortgage principal. The Fundaburkcourt resolved the issue by stating:

“The answer to this, we think, may properly be resolved in adjusting the equities between the cotenants. The trial court found that the rental value for the use and occupation by the tenants in possession was a complete offset for all of the items of expenditure made by them, including the payments on the mortgage principal. We see no basis for a reversal of such finding.”

¶6261 Ala. at 34, 72 So.2d at 718 (emphasis added).

¶7Although Gordonlike Fundaburkcites with approval the rule from 7 R.C.L. 824 quoted above, the Gordoncourt concludes that the nonoccupying cotenant is liable for the proportionate amount of tax liability, but is not liable for any expenses for improvements to the property. The Gordoncourt reasons that all the cotenants are liable for their proportionate share of the taxes, by stating:

“We do not think the principle [that an occupying cotenant is not entitled to reimbursement] implies an obligation [on the occupying cotenant] to pay taxes. What [the occupying cotenant] paid out in that respect was a legal charge, necessary to be paid by some one.”

¶8We conclude that a proper interpretation of § 35-6-23, Fundaburk, and Gordonis that the trial court properly allowed the widow to be reimbursed for the taxes she paid while she was in possession of the property, but that the trial court erred in allowing the widow to be reimbursed for the insurance, pest control, and replacement of the water heater. The taxes are *803“legal charges,” and, applying the holding of Gordon, we conclude that that expense is the only one sought by the widow that is reimbursable.

¶9Therefore, the trial court’s judgment is reversed and the cause is remanded for proceedings consistent with this opinion.

¶10REVERSED AND REMANDED WITH INSTRUCTIONS.

YATES and THOMPSON, JJ., concur.ROBERTSON, P.J., concurs in the result.MONROE, J., not sitting.
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