1. Under the following provision of the will here in question: "I desire that such executrix have full power to handle and dispose of my estate, without making any bond, and that such executrix be in no manner restricted in the handling of my said estate," in the absence of other provisions showing that the testator's intention was to authorize the executrix to sell the real and personal property of the estate at private sale, the executrix was without power to sell the real or personal property of the testator's estate at private sale.
(a) Consequently, the court did not err in permitting the defendant executrix to answer "No, sir" to the question, "No property was ever advertised, no personal property was ever advertised of the estate?"
2. There was no error in sustaining the objection made to the question, and the answer thereto of the witness, which question invoked a conclusion of such witness.
3. The court did not err in directing a verdict for the plaintiffs, or in overruling the defendants' motion for new trial as amended.
B. F. Banks died testate in 1932. By items 2, 3, and 4 of his will, he devised and bequeathed all of his real and personal property to his wife "during her natural life and during her widowhood," and provided that upon her death or remarriage certain special bequests be paid to his daughter, Joannah Bonner, and two of the testator's grandchildren. Item 5 provided: "After deducting the above special bequests, which are made for the purpose of equalizing the distribution of my estate to that extent, it is my will that the remainder of my estate be divided equally among my heirs at law." In Item 6, he appointed Joannah Bonner as executrix of the will, and provided: "I desire that such executrix shall have full power to handle and dispose of my estate, without making any bond, and that such executrix be in no manner restricted in the handling of my said estate."
Mrs. Cliff Bell and four other parties, alleging themselves to be heirs at law and legatees under the will of B. F. Banks, filed their petition in Heard Superior Court against Mrs. Joannah Bonner, in which they alleged: Mrs. Bonner qualified as executrix of said will, and together with her husband, L. L. Bonner, took over said estate. The life tenant died in 1943, and very *Page 99 little of the estate was consumed by her during her widowhood. At the time of the death of B. F. Banks, he was the owner and in possession of real estate, stock, bonds, and money, which Mrs. Bonner took possession and control of as executrix. The executrix has never made any return, but permitted her husband to take charge of the estate, and he deposited all the money and funds with his private money and funds. The executrix and her husband sold the real estate of said estate at private sale without obtaining an order of court. At the time of the death of the decedent, he owned and possessed "$25,500 shares of stock in cement stock," which the defendants sold at private sale for $2500. It was alleged that the sales of real estate were illegal and void, because such property was sold at private sale and without any order of court.
By amendments to the petition, L. L. Bonner, the husband of the executrix, and B. B. Payton, O. M. B. Taylor, and Paul Mulan, alleged purchasers of the real estate from the executrix, were made parties defendant.
The prayers of the petition as amended were: that the sales of real estate be declared to be null and void, and the deeds conveying the property described in the petition as amended be declared null and void, and title to said property be vested in the executrix for the use of petitioners; that the executrix and her husband be required to account and show what property was received and what disbursements were made; that the plaintiffs as legatees have and recover such amounts as may be shown to be due them; and that appeals from the court of ordinary pending on citations for settlement on the part of the executrix be consolidated and tried in this suit.
The defendant executrix filed an answer, denying the substantial allegations of the petition, and asserting that the sales of real estate and stock belonging to the estate were made under the power to sell contained in the will of the testator, and that she had made full accounting therefore. L. L. Bonner in his answer denied all the substantial and material allegations of the petition. The three parties who were alleged to have purchased the real estate from the executrix in their answers admitted they had purchased separately the tracts of land described in the petition, but denied that the sales were irregular or invalid. *Page 100
It appears from the record that when the case was called for trial, after one of counsel for the executrix had made a statement to the jury, a colloquy occurred between counsel for the parties and the court, in which the defendants' counsel admitted that all sales made by the defendant executrix were without order of court, without advertising, and at private sale. In this discussion, the judge stated in effect that, whether the executrix under the will was authorized thus to make private sales "is a question of law," and that there was "nothing to try before the jury except as to the personal property, what was done with reference to the personal property."
The case then proceeded to trial, and after the introduction of evidence the court directed a verdict for the plaintiffs, and a final decree was entered thereon. The defendants' motion for new trial as amended was overruled, and they excepted.
The parties will be referred to here in the positions which they occupied in the trial court. It appears from the foregoing statement that — counsel for the defendants having stipulated that the real and personal property of B. F. Banks' estate was sold by the executrix at private sale, without advertisement, and the question whether the will of the testator authorized the executrix to sell such property at private sale being one of law — the sole issue of fact remaining in the case was whether the executrix had made a proper accounting of the proceeds of the sales of personal property. Under the direction which the judge gave to this case, it is apparent that he held as a matter of law that the provisions of the will did not empower the executrix to sell either the real or personal property at private sale.
Special grounds 1 and 2 of the motion for new trial complain that the court erred in allowing answer to be made to two questions propounded to the executrix while she was being examined as a witness — as to whether or not she had obtained orders of court to sell the stock or other property of the estate; also whether the sale of the property had been advertised. Over objection of counsel for the defendants that under the will the *Page 101 executrix would not have to obtain an order, and did not have to advertise the property for sale, the judge permitted the witness to answer that she did not obtain an order, nor did she advertise the sale. The correctness of this ruling, therefore, depends upon the question as to whether or not the executrix, under the will of the testator, had the power to sell the real and personal property of the estate at private sale.
1. Code § 113-1717 provides: "If a will shall authorize a private sale by the executor, an administrator with the will annexed may execute the power and sell the property without order from the ordinary. If the will shall merely designate the property to be sold, without specifying the mode of sale, no application for leave to sell shall be necessary; but in other respects the executor or administrator with the will annexed shall comply with the requisitions before specified." The "requisitions" referred to in this section have reference to advertising and public sale. Anderson v. Holland,
Sales by executors, if not otherwise provided by the will, must be at public outcry to the highest bidder. The purchaser is bound to see that the executor is apparently proceeding under the forms prescribed by law. Neal v. Patten,
Item 6 of the will, after appointing Joannah Bonner executrix, provided: "I desire that such executrix have full power to handle and dispose of my estate, without making any bond, and that such executrix be in no manner restricted in the handling of my said estate." There is no other provision in the will that deals with the method or manner of how the executrix should "handle and dispose of my estate," other than Item 5, which provides: "After deducting the above special bequests, which are made for the purpose of equalizing the distribution of my estate to that extent, it is my will that the remainder of my estate be divided equally among my heirs at law." There being no express power to sell the property of the estate at private sale, we must determine whether or not the testator intended or impliedly authorized the executrix to sell such property at private sale.
In Turner v. Baird,
In Turner v. Peacock,
It is insisted by counsel for the defendants that, under the rulings of this court in Mattox v. Eberhart,
In Mattox v. Eberhart,
In Anderson v. Holland,
In Chattanooga Iron c. Corp. v. Shaw,
In Turner v. Baird,
It will thus be seen, from an examination of these cases, that in each one the court held that, in view of peculiar and particular circumstances, it was the intention of the testator or testatrix to authorize sales of real or personal property of the estate at private sale. We are unable to find from a reading of the entire will here involved that the testator intended that his executrix should have the power to sell the property of his estate at private sale, even if it be conceded that he authorized the executrix to sell and dispose of the estate without an order of court. There is no other provision in the will that expressly or impliedly shows an intent that the testatrix, after payment of debts and complying with special bequests, would be authorized to sell the remainder of the estate at private sale. Under the provisions of the will, after directing that the executrix pay the testator's debts, including funeral expenses, he first gave and devised all of his estate to his wife for life or widowhood, and after her death or remarriage certain specific bequests were made to his daughter Joannah and two of his grandchildren; and after making such disposition, he provided in Item 5 that, after deducting a stated bequest, "it is my will that the remainder of my estate be divided equally among my heirs at law." It will thus be *Page 105 seen that, except for a direction as to the payment of debts and funeral expenses and special bequests, there was no other object of the will under which it was necessary that the remainder of the estate be sold. It thus appears that it was the intent of the testator that, after such payments, the estate should be divided, and, unlike the cases relied on by the defendants, there are no special circumstances that placed any discretion and power in the executrix to sell the estate and divide the proceeds among the heirs.
We are therefore of the opinion that the trial judge properly held that the will did not vest any power or discretion in the executrix to sell the real and personal property of the estate at private sale. Consequently, it was not error, as claimed in special grounds 1 and 2, for the court to admit in evidence proof that the executrix had sold real and personal property of the estate without advertising and at private sale.
2. During the trial, while the executrix was testifying, counsel for the defendants asked this question, "Was all the money taken in from the estate of B. F. Banks accounted for?" and the witness answered, "It was." On objection of counsel for the plaintiffs, the question and answer were ruled out. In a special ground of the motion for new trial, complaint is made that this ruling was error. The issue before the jury was whether the executrix had accounted for all the moneys of the estate. The question called for a conclusion, and sought to elicit an answer to the question that the jury were to determine. This ground is without merit.
3. The sole remaining question is whether there was any issue of fact on the question of whether or not the executrix had properly accounted for funds arising from sale of the cement stock, to submit to the jury. It is our opinion that there was no issue in this regard to submit to the jury, but that the evidence demanded a verdict for the plaintiffs. The executrix testified that she sold the shares of capital stock of Portland Cement Company, but did not remember how many shares there were or to whom they were sold. She testified that she "got ten cents on the dollar," and actually received only $2575 in money therefor. She did not remember whether she deposited the money received from the sale to her credit as executrix, but testified that she did *Page 106 not have any banking account in her name as executrix; that her husband looked after all of it, and made all of the sales; that she sold the stock before her mother's death, and had no record of amounts of disbursements, but that her husband kept these records, and deposited every dollar of it in his own name as his own funds; that she did not know how much money had been collected on accounts and notes owing to the estate; that her husband kept up with all of that for her; that her mother had some property of her own when she died in 1943, and had some money in the bank; the witness got that money; her mother during her life had money to pay her individual bills; there had never been an appraisement made of the value of her father's estate; and the witness never got any order of court to sell the cement stock, nor did she advertise its sale.
L. L. Bonner, the husband of the executrix, identified a paper which appears as an exhibit in the evidence, containing a list of notes and debts due the estate, and assets of the estate for a period from November 1932 to March 1945, as well as a list of disbursements of the estate. This paper shows the receipt of approximately $8000, which includes $2525.50 from the sale of the cement stock at $2575.50, less an attorney's fee of $50, and "from sale of land" $1250. The total amount paid out aggregates approximately $1200. This witness testified that the cement stock was sold to a man in Birmingham, Alabama, whose name he did not remember, and was paid for by a check made payable to Mrs. Bonner as executrix; that after his wife endorsed it he deposited the check in his, Bonner's, account; and that in his opinion the amount received represented the fair value of the stock, but that he does not remember how many shares were received.
If an executor sells the personal property of an estate without lawful authority at private sale, he is liable for the real value of such property. Smith v. Griffin,
The court having correctly ruled as a matter of law that the executrix had no authority to sell the real or personal property of the estate at private sale, and it appearing without dispute *Page 107 that the proceeds of the sale of stock were turned over to the executrix and her husband, and were never accounted for by the executrix to the heirs and legatees to whom accounting should have been made, it was not error to direct the jury to return a verdict for the plaintiffs, nor to overrule the motion for a new trial.
Judgment affirmed. All the Justices concur, except Wyatt, J.,disqualified.
