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Jones v. Ross

Court: Oregon Supreme Court
Date filed: 1917-02-06
Citations: 82 Or. 706, 162 P. 974
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Lead Opinion
Mb. Justice Harris

delivered the opinion of the court.

The plaintiff is not attempting to compel Frances Boss to carry out the contract as an individual, but the object of the suit is to enforce the performance of the contract by her as executrix. The complaint proceeds upon the theory that the written option binds Frances Boss as executrix, and that it was her duty as such executrix to report the sale to the county court; for it is expressly alleged that it “was the duty of Frances Boss, as executrix” of the estate, “to receive the. $1,000 as the first payment of the purchase price of said estate and report the sale of said estate to the county court as provided by law.” For the purposes of .this, discussion we shall assume, without deciding, that the written.option is the contract of Frances Boss as executrix, and that she is obligated in her repre*709sentative capacity to whatever extent the writing* would be enforceable if it had been signed by her as executrix. The defendants contend that the option is a nullity, because the statute was not followed; while the plaintiff argues that the will itself conferred ample power upon the executrix to make the contract.

The Code prescribes the procedure for the sale of real property by executors or administrators. A petition must be filed and notice given to the devisees and heirs (Sections 1248, 1253, 1254 and 1255, L. O. L.); a hearing must be had and an order of sale made (Section 1256, L. O. L.); if the land is sold at public auction, the sale must be made in the same manner as like property is sold on execution, and, if sold at private sale, the executor must publish a prescribed notice (Section 1257, L. O. L.); a return of the sale must be made to the County Court (Section 1258, L. 0. L.); and upon the hearing the court confirms the sale or a resale may be ordered (Section 1260, L. 0. L.). Before proceeding further, attention is especially directed to Section 1263, L. 0. L., which, so far as it is material, reads thus:

“When a testator shall make provision in his will for the sale or disposition of all or any particular portion of his estate, the same may be sold or disposed of as directed, by the executor or administrator with the will annexed, without an order of the court therefor, but he shall be bound to conduct the sale and make a return thereof in all respects as if it were made by order of the court, unless there are special directions in the will concerning the manner and terms of sale, in which ease he shall be governed by such directions in such respects. * * ”

1. Turning to the will, we observe that the testator has granted to the executrix a naked power of sale, which is accompanied with a command, however, that *710she shall execute the power; but no directions are given concerning the manner or terms of sale. Since the will clothes the executrix with authority to sell the land, it follows that it was not necessary for her to secure an order of the court permitting the sale, for the reason that Section 1263, L. O. L., provides that the power of sale may be exercised without an order of the court: Brown v. Brown, 7 Or. 286, 299; Northrop v. Marquam, 16 Or. 173, 187 (18 Pac. 449).

2. If a testator supplements the power of sale with directions concerning the manner and terms of sale, then the executor or administrator “shall be governed by such directions in such respects”; but, if the will contains no directions concerning the manner and terms of sale, then every step must be taken which the statute prescribes shall be taken subsequent to the order of sale, for the reason that the executor or administrator is then “bound to conduct the sale and make a return thereof in all respects as if it were made by order of the court.” One of the steps marked out by statute is the giving of notice of the sale, and this notice must be given whether the sale is public or private : Estate of Durham, 49 Cal. 490, 495; Perkins v. Gridley, 50 Cal. 97. The executrix was powerless to make a binding contract without giving notice of the sale, and the writing relied upon by the plaintiff is therefore a nullity.

3. The will did not devise the land to the executrix with directions to sell. The power to sell was not coupled with an interest held by the executrix. While she is, of course, a trustee in a certain sense of the term, even when acting as executrix, yet the will does hot make Prances Boss the executrix, and also name her as the technical trustee to carry out a specific trust.' The complaint alleges that what Prances Boss *711did was done by her as executrix, and the plaintiff is seeking to hold her as executrix. Even if it be conceded that the will provides for the creation of a trust and the appointment of a trustee as distinguished from an executrix, there is nothing in the amended complaint to show that Frances Eoss has metamorphosed from an executrix into a trustee by having fully discharged her duties as executrix: Roach’s Estate, 50 Or. 179, 187 (92 Pac. 118). If the will had devised the land to Frances Eoss in trust, with directions to sell, and if the debts of the testator and the expenses of administration had been paid, and if the duties of the executrix had been fully performed, and the duties of testamentary trustee assumed, then there would be room for the contention that she could sell the land without following the steps prescribed for the sale of land by executors or administrators. In the instant case, however, the power conferred upon Frances Eoss was granted to her as an executrix, and, therefore, when she acts in that capacity, she is governed by the statutes which prescribe the procedure for the sale of lands by executors and administrators. The distinction between an executor and a testamentary trustee is recognized and the difference between their powers is noted in Brown v. Brown, 7 Or. 286, 299. See, also, Thorsen v. Hooper, 57 Or. 75 (109 Pac. 388); Id., 50 Or. 497 (93 Pac. 361); Jasper v. Jasper, 17 Or. 590, 597 (22 Pac. 152); Edgar v. Edgar, 26 Or. 65 (37 Pac. 73).

California has a statute much like Section 1263, L. O. L., and the Supreme Court of that state has in numerous adjudications pointed out the difference between the authority of a testamentary trustee and the power of an executor. Ordinarily the executor acts pursuant to the directions of the Probate Court, and *712is guided by tbe statutes regulating tbe doings of executors, while a testamentary trustee is usually subject to tbe directions of tbe Circuit Court, and is freed from tbe statutory limitations imposed upon executors and administrators: Estate of Matthew Delaney, 49 Cal. 76; In re Williams, 92 Cal. 183 (28 Pac. 227, 679); In re Pearsons, 98 Cal. 603 (33 Pac. 451); Bennalack v. Richards, 116 Cal. 405 (48 Pac. 622); Estate of Pforr, 144 Cal. 121 (77 Pac. 825); Bennalack v. Richards, 125 Cal. 427 (58 Pac. 65).

If tbe testator bad devised tbe land to a designated person with directions to sell and execute a specified .trust, and if the testamentary trustee had made a contract to sell, quite a different question would be presented. The Dangerfield will confers the naked power to sell upon the executrix, who must exercise the power as executrix, and not as a testamentary trustee, in the administration of the estate pursuant to the statutes governing the sale of land by executors and administrators and subject to the jurisdiction of the Probate Court. The so-called option to purchase is a nullity, and cannot be enforced against the executrix in any court.

The decree is affirmed. Affirmed.

Mr. Chief Justice McBride, Mr. Justice Bean and Mr. Justice Benson concur.