IN RE ESTATE OF FREDERIC C. COLLIN, DECEASED
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The widow of a decedent appeals a county judge's order authorizing the executor to sell estate real property without the requisite factual findings. The appellate court reverses, holding that when a will grants no power of sale and an interested party opposes the sale, the executor must demonstrate to the court that the sale is necessary and in the estate's best interest.
The court held that the executor bears the burden of demonstrating that the proposed sale is necessary and in the best interest of the estate when the will grants no power of sale and the petition is contested by an interested party. The trial court's role is not merely to rubber-stamp the executor's petition but to make a factual determination based on evidence presented.
[1] When a will does not grant an executor a power of sale, and the executor petitions for authorization to sell estate property under F.S. …
[2] A county judge must make a factual determination based on presented evidence regarding the necessity and best interest of an estate sale when authorizing or confirming a sale under F.S. …
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Join FLexlaw to unlock all legal intelligence“where the will contains no power of sale, and the executor files a petition for an order authorizing the sale pursuant to the provisions of F.S. Section 733.23, F.S. A., which petition is traversed by one having an ostensible interest in the estate, the executor has the burden of demonstrating to the court that the sale is necessary and in the best interest of the estate.”
Establishes the controlling legal standard for executor's burden of proof when contested petition to sell is filed.
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Join FLexlaw to unlock all legal intelligenceFrederic C. Collin's will contained no power of sale for the executor. The executor petitioned to sell certain real property under Florida Statute § 7…
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The widow of Frederic C. Collin, deceased, appeals from an order of the County Judge’s Court of Palm Beach County which authorized the executor of decedent’s estate to sell, over appellant’s objection, certain real property belonging to the estate.
Decedent’s will conferred no power of sale on the executor. Pursuant to the provisions of F.S. Section 733.23, F.S.A., the executor filed a petition for an order authorizing sale of certain described real property upon the terms of a contract for sale attached to the petition, alleging therein that “the petitioner considers that it is expedient, necessary, and to the best interest of the Estate to sell the above-described real property in order to provide funds for paying taxes, claims against the estate, and other expenses of administration in the above estate”. Appellant filed a response in which she denied that it was *49in the best interest of the estate to sell the said property and further alleged that the price proposed for the property was inadequate.
Thereafter, the matter came on for hearing. The court, without taking any evidence, ruled (in essence) that it was the executor’s prerogative to determine whether the sale was necessary and in the best interest of the estate; and that since the contract of sale was for a proposed sale price which would net as much or more to the estate as would a sale at the appraised value (if made through a broker), the sale would be authorized. Pursuant to this announced ruling the court thereafter entered the order appealed, which order authorized the sale but contained no finding by the court that such sale was necessary or that it was in the best interest of the estate.
Appellant contends, and we agree, that where the will contains no power of sale, and the executor files a petition for an order authorizing the sale pursuant to the provisions of F.S. Section 733.23, F.S. A., which petition is traversed by one having an ostensible interest in the estate, the executor has the burden of demonstrating to the court that the sale is necessary and in the best interest of the estate.
True, F.S. Section 733.23, F.S.A., states that whenever an executor, whose testator has not conferred upon him a power of sale, considers that it is for the best interest of the estate and those interested therein that the property of the estate be sold for distribution or for any other purpose, he may sell the same at public or private sale. But this statutory authorization is immediately followed by the proviso that no title shall pass until by order of the County Judge the sale shall be authorized or confirmed. Such a proviso would be meaningless if the County Judge’s role is merely to “rubber-stamp” approval of the petition. Necessarily implied in the proviso [that the sale be authorized or confirmed by order of the County Judge] is the requirement that the judge make a factual determination upon such evidence as may be presented, as to whether the proposed sale is necessary and in the best interest of the estate. This the trial court did not do and on the record before us we are satisfied that such findings cannot be fairly implied from the mere entry of the order authorizing the sale.
Appellant also contends that since she has not consented to the sale, and the time for election to take dower had not expired, such sale is precluded by F.S. Section 733.25, F.S.A. At no time did appellant raise this point below. The record reflects that subsequent to her marriage to decedent, appellant executed (and decedent caused to be recorded) an instrument entitled Quit-Claim Deed and Release of Dower, which included the subject real estate. Although appellant informs us that she has presently pending in another court a suit seeking to set aside this instrument as invalid, we conclude that the existence of the instrument, valid on its face, satisfies the requirements of F.S. Section 733.25, F.S.A. so that sucn statute will not act as a bar to the sale. By way of caveat, we express no opinion as to appellant’s dower rights in the real property should she ultimately be successful in the suit to invalidate this instrument.
The order appealed is reversed and this cause remanded for further proceedings consistent herewith.
Reversed and remanded.
REED, C. J., and CROSS, J., concur.
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Taylor v. Lessie B. Hopkins, 472 So. 2d 1355 (Fla. 5th DCA 1985)…f the petition to confirm the sale was served on each heir at law and other interested persons, but based on the record before us it appears that the court considered only the pleadings and made no findings of fact. The court in Re Estate of Collin, 279 So. 2d 48 (Fla. 4th DCA 1973) held that the executor has the burden of proving that the proposed sale is necessary and in the best interest of the estate. The court also warned against “rubber stamp approval” by the trial court and required the judge to make…
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Richards v. Richards, 528 So. 2d 972 (Fla. 4th DCA 1988)…l shall operate to relieve the personal representative of liability or responsibility for the compromise. To hold otherwise would be to invite error and possible overreaching or favoritism. I would reverse upon authority of In re: Estate of Collin, 279 So. 2d 48 (Fla. 4th DCA 1973); Taylor v. Hopkins, 472 So. 2d 1355 (Fla. 5th DCA 1985), and remand for a proper evidentiary hearing.…
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In re Est. OF Hazel Cooper Corbin. Bill Corbin, Sr. v. Sherman, 637 So. 2d 51 (Fla. 1st DCA 1994)…tive petitions for court approval of a sale, the court is required to “make a factual determination upon such evidence as may be presented, as to whether the proposed sale is necessary and in the best interest of the estate.” In re Estate of Collin, 279 So. 2d 48, 49 (Fla. 4th DCA 1973). Contrary to the requirements of the statute, the personal representative’s motion did not specify “a description of the property sold or to be sold, and the price and terms of the sale.” Furthermore, the trial court did no…