In re Estate of Gamble

183 So. 2d 849, 1966 Fla. App. LEXIS 5615
CourtDistrict Court of Appeal of Florida
DecidedMarch 10, 1966
DocketNo. G-397
StatusPublished
Cited by6 cases

This text of 183 So. 2d 849 (In re Estate of Gamble) is published on Counsel Stack Legal Research, covering District Court of Appeal of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Estate of Gamble, 183 So. 2d 849, 1966 Fla. App. LEXIS 5615 (Fla. Ct. App. 1966).

Opinion

WIGGINTON, Judge.

This appeal is from an order entered by the County Judge of Leon County overruling objections made by one of the two residuary legatees of the estate to a petition filed by the executor for an order approving a proposed sale of certain described real estate owned by the estate. The question presented for our decision involves a construction of that provision of the will granting the executor the power to sell or dispose of property owned by the estate, together with a construction of the probate statutes of this state relating to the exercise of such power.

The testator’s will involved in this proceeding made several bequests of personal property to members of her family, a cash bequest to one of testator’s sons, and a small cash bequest to a faithful servant. The will contains a residuary clause in which all the rest and residue of the estate is devised and bequeathed in equal shares to testator’s two sons, Howard G. Gamble and John Grattan Gamble. The will appoints Howard Gamble as executor and contains the following power of sale:

“ * * * And I do hereby authorize and empower my said Executor to sell, transfer, assign and convey or to convert into cash such part of my Estate, real or personal, without order of Court, as may be deemed advisable to carry out the purpose of and to make distribution of my said Estate in accordance with the terms of this my Last Will and Testament, and the decision and judgment of my Executor in regard to the sale of any property and the price and terms thereof shall be final.”

Howard G. Gamble qualified as executor of the will and has discharged his duties thereunder in accordance with the directions contained therein.

In the course of administration the executor filed a petition with the court reciting that he has entered into a contract for the sale of a parcel of land owned by the estate for a specified price and under terms and conditions agreed upon between himself and the purchaser. The executor alleges in his petition that he deems the sale advisable for the purpose of paying the cost of administration of the estate, and for the purpose of making distribution thereof as directed by the will. He prays for an order approving the proposed sale.

John G. Gamble, brother of the executor and the remaining residuary legatee of the estate, was served with a copy of the petition to which he promptly filed his objection, urging a number of grounds in support of his position. Among the grounds asserted is one to the effect that the executor has no right or authority to make a sale of property owned by the estate under the terms of the will because the sale is not necessary in order to pay the costs of administration or to make distribution of the estate as alleged in the petition for sale. Thus one of the issues created by the pleadings, and the only one which we are asked to consider on this appeal, went directly to the authority of the executor to sell real property owned by the estate. Whether such authority existed depended upon the subordinate issue of whether the sale was necessary in order to pay the costs of administration or make distribution of the estate in accordance with the provisions of the will.

At the hearing on the objection to the executor’s petition for sale the court refused to permit any testimony or evidence to be adduced by the parties on the issues raised by the pleadings. The record reflects that an extended colloquy took place between the court and the attorneys representing the executor and the objector. In this colloquy the county judge expressed his view regarding the questions presented, and directed that an order be prepared for his signature overruling the objections to the sale urged by the residuary legatee.

By the order appealed the county judge ruled that under the terms of the applica[852]*852ble statute, F.S. Section 733.22, F.S.A., and under the terms of the will, the executor has the right to sell any real estate belonging to the estate at such price and on such terms as he may deem advisable, without order of the court. The order recites that nothing contained therein shall be construed as either approving or disapproving the proposed sale, the price and terms of which are held to be within the discretion of the executor.

From the foregoing it appears that the question with which we are confronted involves a determination of whether the power of sale granted the executor in testator’s will is a general power over which the probate court has no control, or whether it is a limited power under which the authority of the executor is restricted and over which the county judge does have some degree of control. This question must be resolved on the basis of what is found to have been the intent of the testator from the language employed in granting the power.

As noted above, the will grants to the executor the authority to sell such part of the estate, real or personal, without order of court, as may be deemed advisable to carry out the purpose of and make distribution of the estate in accordance with the terms of the will. In the exercise of this power the discretion and judgment of the executor in regard to the sale of any property, and the price and terms thereof, shall be final.

The statute relating to the exercise of the power of sale under the terms of a will provides as follows:

“In every case where a power is given in a will to sell or dispose of propert)' of the estate, or any interest therein, a sale made under authority of such will shall be valid. The sale and disposition of property under such power may be made by the executors, or such of them as qualify, or by the surviving executor or executors, or by the administrator with the will annexed, or by the administrator de bonis non, if no other person is appointed in the will for such purpose, or, if the person so appointed refuses to perform the trust or dies before he has completed the same or is otherwise rendered incompetent.” 1

The language employed in the provision of the will granting the executor the power of sale appears to be clear and unambiguous. The power is specifically limited to such sales of estate property as may be deemed advisable to carry out the purpose of the will and make distribution of the estate. It seems obvious that no sale would be required in order to make distribution of the personal property owned by the testator in accordance with the specific bequests contained in the will. It is possible that a sale of all or a portion of the real estate owned by the estate may be deemed advisable if such is necessary in order to pay the specific cash bequests made by the will, or to pay the costs of administration, or both. If the executor possesses sufficient funds in the estate with which to accomplish either or both of the purposes mentioned above, then the sale of additional real property owned by the estate would not be necessary in order to carry out the purpose of the will, or to make distribution of the estate as directed therein

In Standard Oil Company v. Mehrtens,2 the will there construed authorized the testamentary trustee in his discretion to sell all of the property owned by the estate and to invest the proceeds thereof in first mortgages on real estate in order to accomplish the purposes specified in the will. In holding that the authority of the trustee to sell property of the estate under the power granted by the will was restricted [853]

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Bluebook (online)
183 So. 2d 849, 1966 Fla. App. LEXIS 5615, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-gamble-fladistctapp-1966.