In Re Estate of Smith

200 So. 2d 547
CourtDistrict Court of Appeal of Florida
DecidedJune 16, 1967
Docket7284
StatusPublished
Cited by5 cases

This text of 200 So. 2d 547 (In Re Estate of Smith) 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 Smith, 200 So. 2d 547 (Fla. Ct. App. 1967).

Opinion

200 So.2d 547 (1967)

In re ESTATE OF Robert C. SMITH, Deceased.

No. 7284.

District Court of Appeal of Florida. Second District.

June 16, 1967.

*548 D.J. Bradshaw, of Bradshaw & Edwards, Inverness, and W.B. Hunter, Tavares, for appellant.

Robert Stebbins, of Stebbins & Stebbins, and Harry E. Gaylord, Eustis, for appellees.

PIERCE, Judge.

This is an appeal in the above estate matter by the Executrix, June F. Creighton, from an order entered on June 8, 1966, by the County Judge of Lake County, *549 Florida, which order, among other things, required the Executrix to make final distribution to the residuary beneficiaries named in decedent's Will of all remaining assets of the estate, including certain described real property which had been previously conveyed by the Executrix to a third party grantee.

Robert C. Smith, a resident of Lake County, Florida, died on March 31, 1963, and his will was admitted to probate on April 17, 1963, by the County Judge of said County. Said Will, which was dated December 11, 1961, after making the usual provision for his burial and payment of debts and funeral expenses, bequeathed and devised —

"* * * all my estate, of whatever nature and whereever situate, both real, personal and mixed, in equal shares, share and share alike, to Dorothy Watkins of Oak Park, Illinois, and Alice Timmer of Maywood, Illinois, to be and become their property in fee simple absolute."

The Will also named —

"* * * June F. Creighton as Executrix of this my Last Will and Testament and * * * direct that she shall have power to dispose of any of my property and to execute all instruments of conveyance therefor without order or confirmation of any court or courts."

On April 13, 1966, the County Judge entered order approving the Executrix's "last partial accounting", directing payment of her attorney's fee and her own fee as Executrix, and then ordering —

"* * * that upon payment of said costs of administration and final court costs, said Executrix shall distribute to the two beneficiaries under the last Will and Testament of the said Robert C. Smith, to-wit: Alice Timmer and Dorothy Watkins the remaining assets of said Estate * * *".

Three days later, on April 16, 1966, without further Order of Court, the Executrix conveyed by warranty deed to one Hazel A. Johnson, of Elyria, Ohio, the sole parcel of real estate owned by decedent at the time of his death, described as follows, to-wit:

The South 210 feet of the West 156 feet of Lot 7 of Hough's Plat as shown on the official map of the Town of Mount Dora, filed 8 May 1918 and recorded in Plat Book 3, page 37, of the public records of Lake County, Florida;

which deed was recorded on April 19, 1966.

The two residuary beneficiaries, Timmer and Watkins, thereupon filed Objections to such conveyance, setting forth that said deed had been executed by the Executrix "without any authority" and in "violation of the Order * * * on April 13, 1966" aforesaid, and that she allegedly "sold the property to prevent your Petitioners [beneficiaries] from selling the property for purposes other than residential; and it is known to your Petitioners [beneficiaries] that the said Executrix, individually, owns property adjoining the premises so sold and conveyed".

The Executrix filed written Reply to said Objections, admitting the conveyance to Johnson, but contending that said conveyance was "pursuant to the authority given her by said Last Will and Testament", and setting forth further that the aforesaid Order of April 13, 1966, directed distribution "of the remaining assets of said estate but said order did not direct that the real property be distributed to the beneficiaries as real property but merely that the assets be distributed without mentioning specifically real or personal property" * * * and that the Executrix stood "ready, willing and able to distribute the proceeds of said sale one-half to each of said heirs (sic)".

On June 8, 1966, the County Judge, after hearing and taking of sworn testimony, made the Order now being here appealed, which Order made findings —

— that the "partial accounting" of the Executrix for the period ending December *550 31, 1965, showed assets of the estate in her possession aggregating a total valuation of $69,307.65; consisting of a bank account of $2,004.02; savings and loan certificates of $25,125.00; two I.S. Government Bonds, $18,618.63; a watch valued at $10.00; furniture and furnishings valued at $150.00; plus the Mount Dora real estate in question;
— that pursuant to the order of April 13, 1966, the Executrix had distributed to the beneficiaries, after paying the fees and administration costs, assets of personalty aggregating $50,718.63, consisting of savings and loan certificates and the two U.S. Government bonds;
— that the Executrix did not apply to the Court for previous authority to sell the real estate to Johnson, nor for confirmation thereafter;
— that "there was no necessity to sell said real estate for the purpose of paying the debts of the Decedent nor of the costs and expenses of administration," nor were there any "outstanding and unpaid debts, except Executor's fees and Attorney's fees and the accounting showed ample money on hand with which to pay these";
— that "there was no necessity to sell said real estate for the purpose of making distribution" and no reason why "said property could not be distributed in kind"; and
— that the language of the will indicated "a testamentary intent that all real and personal property not needed in the administering of the Will should descend to the devisees and legatees in kind", and also indicated no intent to empower the Executrix "in her uncontrolled discretion to liquidate" the estate for "no purpose other than to make distribution to the beneficiaries "in cash rather than in kind".

The Order thereupon adjudged that, under the facts found as aforesaid, the Executrix had no authority under the Will to convey the property to Johnson without authorization or confirmation by Court order, and thereupon required her to "complete the transfer, distribution and delivery of all assets of the estate", remaining undistributed, to the beneficiaries, including the described real property in question.

We have examined the transcript of testimony taken personally before the Judge and hold it to be amply sufficient to sustain the findings of fact made by him, as hereinbefore set forth. This leaves for us to consider only the conclusions of law so drawn from such findings.

The Executrix contends here that: (1) the County Judge lacked "jurisdiction to determine a dispute" between the beneficiaries and grantee in the Will; (2) the "general power of sale" granted in the Will to the Executrix permitted the conveyance to Johnson without Court authorization; and (3) the Court was without authority to "set aside the deed" in the absence of grantee Johnson being made a party to the proceeding.

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Bluebook (online)
200 So. 2d 547, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-smith-fladistctapp-1967.