Untitled Texas Attorney General Opinion

THE ATTORNEY GENERAL OFTEXAS AUSTIN II. Texan December 16, 1959 Mr. E. B. Camlade Opinion No. ~-758 Chief Aocountant Texas State Parks Board Re: Authority of the State Austin, Texas Parks Board to withdraw shares of stock from the Varner-Hogg State Park Trust Account No. 941 for the purpose of Dear Mr. Csmiade: sale or trade. Your request for an opinion reads as follows: “Enolosed is a photocopy of a letter dated December 19, 1958 from Alice N. Hanszen to the State Parks Board concerning the gift or a stock certifioate evidencing 1,425 shares of Fifteen Oil Company Stock. “Based on Attorney ffeneral Opinion number WW-122 the State Parks Board aooepted said stock. The stook was deposlted with the State Treasury In Varner-Hogg State Park Trust Aacount number 941, an aocount that was oreated for another stook donation (the stook donation refersed to in said oplnlon number W-122). The reason for using the came Trust Acaount was beoauss of the eimilarity of the u8e for which the two separate donations vrere made--operation and malntenanoe of Varnsr-Hogg State Park. “However, the donors are different parties and the latter oovering the gift of the Fi.ftron Qll Company Stoak provides for the use of the proaaadr from tho sale of said shares as wo%L as any lnoome r@aLbe’i therefrom, “Your opinion is rsnpsotfully requested on the f&llowlng queetlons: ”1 * Does the State Parks Board have the authority to withdraw said 1,425 shares from said Varner-Hog State Park Truat Aocount number 9 f:1 for the Mr. E. B. Camiade, Page 2 (Opinion No. ~-758) purpose of sale and then redeposit with the State Treasury the funds ac- quired from the sale thereof; “2. Does the State Parks Board have the authority to withdraw said 1,425 shares from said Varner-Hogg State Park Trust Account number 941 for the purpose of trade or exchange for other stock and then redeposit with the State Treasury the stock acquired under the trade transaction?” Opinion No. WW-122, referred to in y-cur letter, concluded that the State Parks Board has implied power to accept gifts of personal property for the purpose of main- taining a system of public parks. The donor’s transmittal letter accompanying this gift of stock contained the following language: “It is my intention and desire in making this gift of the shares evidenced by said cer- tificate, that you use the proceeds from the sale of said shares, as well as any income realized therefrom, for current expenses and costs incurred in the operation, maintenance and upkeep of what has formerly been known as the Varner Plantation House and the premises on which the same is situated and which is now known as the Varner-Hogg State Park, near the Town of West Columbia, in Brazoria County, Texas.” The Parks Board here occupies the position of a trustee, and as such is subject to rules of law governing trustees generally. The quoted portion of the settler’s letter shows that a sale of these shares by the Board was contemplated with approval. This language is sufficient authorization for the sale of the donated shares by the trustee; there- fore your first question is answered “yes.” However, it does not follow that the Board also has the power to trade or exchange the stock for other securi- ties. The rule is that “A mere exchange of property is not a valid exercise of the power to sell. . . .” (Corpus Juris Secundum, Vol. 84, Sec. 288 (f), p. 482.) Again, "A trustee has no power to invest trust funds unless such power has Mr. E. B. Camiade, Page 3 (Opinion NO. ~~-758) been expressly or impliedly conferred on him; and power to reinvest will not be inferred mere1 from a power to sell." (Tex.Jur., Vol. 42, Sec. 98, p. 7137 A trustee's investment power must depend solely upon the settler's intentions, as determinable from the trust in- strument. (C.J.S., vol. 84, Sec. 325, p. 521.) The instru- ment here involved is silent as to any power other than the power to sell. The terms of the trust instrument do not empower the State Parks Board to reinvest proceeds from the sale of the stock in question. Furthermore, without specific statutory authority the Board has no general authority to invest its funds. (See A.G. Opinion No. WW-725, November 16, 1959.) We therefore answer your second question "no." SUMMARY The State Parks Board has the author- ity to withdraw 1,425 shares of donated stock from the Varner-Hogg State Park Trust Account No. 941 and sell the shares, redepositing the proceeds from such sale in that account. The Board does not have the authority to trade or exchange these shares for other stock. Very truly yours, WILL WILSON Attorney General JRI:bct APPROVED: OPINION COMMITTEE: W. V. Geppert, Chairman J. Arthur Sandlln L. P. Lollar Phocion S. Park, III Tom I. McFarling REVIEWEDFOR THE ATTORNEYGENERAL By: Leonard Passmore