Baker v. Baker

390 S.E.2d 892, 194 Ga. App. 477, 1990 Ga. App. LEXIS 163
CourtCourt of Appeals of Georgia
DecidedFebruary 12, 1990
DocketA90A0416
StatusPublished
Cited by19 cases

This text of 390 S.E.2d 892 (Baker v. Baker) is published on Counsel Stack Legal Research, covering Court of Appeals of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baker v. Baker, 390 S.E.2d 892, 194 Ga. App. 477, 1990 Ga. App. LEXIS 163 (Ga. Ct. App. 1990).

Opinion

Birdsong, Judge.

Appellant widow, Virginia Akers Baker, appeals the judgment entered in her behalf of an award of $10,000 for a year’s support from the estate, of the deceased, Harry C. Baker. Appellant enumerates three errors. Held:

1. Appellant asserts that the $10,000 award for a year’s support was contrary to law and evidence, and is arbitrary and grossly insufficient. We disagree.

*478 “[Entitlement to a year’s support award is a matter of status. This is established by demonstrating the applicant belongs within one of the classes of intended beneficiaries of the year’s support statute codified in OCGA § 53-5-2 (b). Among those named as eligible applicants is the spouse of the deceased. When one establishes that he or she is the spouse of the deceased, eligibility for year’s support is also established. The amount of the award remains as a separate inquiry.” (Emphasis supplied.) Gentry v. Black, 256 Ga. 569, 570 (351 SE2d 188). Effective July 1, 1986, and not affecting the resolution of issues in Gentry, “[t]he method of determining the amount of the year’s support award [was] redefined in . . . OCGA § 53-5-2. . . .” Gentry, supra at 571, n. 1.

OCGA § 53-5-2 (b), as amended, reflects the express legislative intent that a sufficient award shall be made for “support and maintenance for the space of 12 months from the date of death of the testator or intestate, to be determined using the criteria established in subsection (c) of this Code section and keeping in view also the solvency of the estate,” and further mandates a minimum statutory award of $1,600 provided the estate is of that value. (Emphasis supplied.)

Subsection (c) of OCGA § 53-5-2, as amended, establishes the following statutory method for determining the amount of the year’s support: “The amount to be set apart under subsection (b) of this Code section shall be an amount sufficient to maintain the standard of living that the surviving spouse and each minor child had prior to the death of the testator or intestate, taking into consideration the following: ... (1) The support available to the person, for whom the property or money is to be set apart, from sources other than year’s support, including but not limited to any separate estate and earning capacity of that person', and ... (2) Such other relevant criteria as the court deems equitable and proper.” (Emphasis supplied.) “Under the 1986 amendments, dependency is clearly a factor in the amount of the award.” Redfearn, Wills & Administration in Ga. (5th ed.), Year’s Support, § 324, p. 4. Thus, “consideration of other resources of the applicant is a [relatively] new feature in determining the amount of year’s support. . . .” Redfearn, supra at § 338, p. 80.

Examining the evidence of record in its totality, including but not limited to appellant’s living expenses for 1987 and 1988, her gross income reported on her pertinent federal tax returns, her monthly Social Security benefit, and the rental income of a room in her house, we are satisfied that the trial court did not abuse its discretion in the manner in which it applied the statutory year’s support determination methods of OCGA § 53-5-2 (b) & (c).

2. Appellant asserts that error of constitutional magnitude was created when the trial court merged her request for a second year’s *479 support with her request for a first year’s support without giving timely notice.

In its final order awarding $10,000 year’s support to appellant, the trial court stated, “[t]his order is intended to grant the Applications for Year’s Support filed on August 25, 1988 and on June 21, 1989.” The original application was for first year’s support and the second application was for second year’s support.

In response to a request for clarification by appellee’s counsel, the trial court provided the following explanation: “Before any hearing was held or order issued on [the original application for year’s support], [appellant] filed another application for year’s support . . . requesting the same real property and furnishings be set aside, deleting only an IRA account. . . . An application for a second year’s support can only be made if there are no debts of the estate, [cit.] ‘A year’s support is the highest claim against an estate. . . . Based on these two rules of law and the fact that the later application requested that the same assets be set aside with the exception of the IRA account which had passed to the designated beneficiary, the court treated the later application as an amendment to the first year’s support. Thus, my order . . . covered both year’s support applications. . . . Because we are within 3 years of the date of death [January 20, 1988], (see OCGA § 53-5-2 (c)), [appellant] would not be precluded [from bringing] a second year’s support.”

Pretermitting the questions of whether the trial court erred in merging the two applications and by, in effect, denying the request for jury trial contained only in the subsequent application for second year’s support, is the question whether appellant currently had a valid claim for second year’s support. We find that she did not, and that the second request was invalid.

OCGA § 53-5-4, as amended, pertinently provides that “[w]hen an estate is to be kept together for more than 12 months and there are no debts to pay, the surviving spouse . . . shall, upon application and proceedings thereon . . . have a year’s support for each year that the estate may be kept together.” (Emphasis supplied.) But, “[w]here it is shown that there are debts against an estate which is being kept together for a time longer than twelve months, a widow is not entitled to have a second year’s support set apart out of such estate of her deceased husband. ...” (Emphasis supplied.) Crummey v. Crummey, 58 Ga. App. 57 (1) (197 SE 501); see Redfearn, supra at § 338, p. 80; 29 EGL, Year’s Support, § 20; 40 Mercer Law Rev., Wills, Trusts & Administration of Estates, § 2. A., p. 475. In Woodall v. First Nat. Bank &c., 118 Ga. App. 440, 441 (2) (164 SE2d 361), “the estate [had] outstanding obligations for executor’s fees, attorney’s fees for representing the estate, funds borrowed by the executor in the exercise of authority under the will, and interest thereon, to pay estate taxes, *480 first year’s support,

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Bluebook (online)
390 S.E.2d 892, 194 Ga. App. 477, 1990 Ga. App. LEXIS 163, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-v-baker-gactapp-1990.