Bates v. Bates

293 S.E.2d 515, 163 Ga. App. 268, 1982 Ga. App. LEXIS 2463
CourtCourt of Appeals of Georgia
DecidedJuly 13, 1982
Docket63786
StatusPublished
Cited by2 cases

This text of 293 S.E.2d 515 (Bates v. Bates) 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
Bates v. Bates, 293 S.E.2d 515, 163 Ga. App. 268, 1982 Ga. App. LEXIS 2463 (Ga. Ct. App. 1982).

Opinions

McMurray, Presiding Judge.

In August 1975, J. Newton Bates purchased a tract of land by warranty deed from his father, Hugh F. Bates. Although the deed recited “$10.00 and other valuable consideration,” the parties, in a separate agreement with reference to the consideration and of the [269]*269mutual promises and obligations, reduced to writing a statement as to the actual consideration, the same being the payment of $5,000 per year on December 1 of each year beginning December 1,1975, not to exceed 15 payments, the last payment becoming due December 1, 1989. This instrument also recited that in the event of the death of the seller prior to December 1, 1989, each payment accruing thereafter during the lifetime of the seller’s wife shall be payable to her, and no payment shall accrue “after the death of the survivor of the seller and his wife.” Hugh F. Bates died on June 29, 1979.

On June 11,1981, Rose L. Bates, the widow of Hugh F. Bates and mother of J. Newton Bates, as the executrix of the last will and testament of Hugh F. Bates, and individually, filed suit against J. Newton Bates contending he had failed to pay under the terms of the agreement above and was indebted to Hugh F. Bates in the sum of $20,000 at the time of his death. Further, that since the death of Hugh F. Bates defendant was indebted to Rose L. Bates, individually under terms of the agreement, in the sum of $10,000.

The defendant answered, admitting jurisdiction, the plaintiff is executrix of the estate of his father, the terms of the agreement, but denied he was indebted either to the estate or to the plaintiff. He also added as a defense that plaintiff shortly after the death of his father, informed him (defendant) that he would not be required to make the payments specified in the agreement and she has made no further claim or demand upon him, the same amounting to an accord and satisfaction and full payment of the amounts due under the agreement. By amendment defendant added that the actions of the plaintiff “amounted to a full payment of the amounts due under the agreement.”

The deposition of the defendant was taken in which he deposed that he had made one payment to his father during his lifetime, the same being a $5,000 check, but same had never been cashed, and after his father’s death his mother informed him that he would not be required to make payments under the agreement. He further deposed that he had been helping plaintiff go over some insurance papers, the formalities of getting death certificates and, in the process, she informed him that the $5,000 he had been receiving “from the pecans each year, that is intended to pay on the note, just don’t worry about that. I know you need the money and I don’t.”

The plaintiff moved for summary judgment based upon the deposition and the pleadings. The defendant responded by affidavit stating that prior to his father’s death he had made one $5,000 payment on the amount specified in the agreement, that he was supposed to use the proceeds from the sale of pecans from his mother’s trees to make the payments called for in the agreement but [270]*270since his father’s death she had informed him he would not be required to make any more payments called for in the agreement. However, she later informed him he would not be allowed to retain the proceeds from the sale of the pecans from her trees and would no longer be allowed to use her barn and storage building, thus necessitating him to construct his own storage facilities, but that he had relied on her in considering that “the debt has been paid.” Summary judgment was granted to plaintiff in her capacity as executrix to recover the sum of $20,000 and in her individual capacity to recover the sum of $10,000. Defendant appeals. Held:

1. Based upon the cases of Jones v. Federal Deposit Ins. Corp., 151 Ga. App. 619 (260 SE2d 751), and Slappey Builders, Inc. v. Federal Deposit Ins. Corp., 157 Ga. App. 343, 347 (277 SE2d 328), the defendant contends that his defense of accord and satisfaction had not been pierced and no showing had been made to authorize the granting of summary judgment under the circumstances. In Slappey Builders, Inc. v. Federal Deposit Ins. Corp., supra, which cited Jones v. Federal Deposit Ins. Corp., supra, there was a novation with consideration flowing as to an agreement separate and apart from the original agreement. See Herrington v. Herrington, 70 Ga. App. 768, 773 (29 SE2d 516). We therefore examine the evidence here to determine if there be an agreement to forbear and a good and valuable consideration for same. Further, as between parent and child a gift or gifts might have occurred.

2. We first consider whether or not a gift had been effected with reference to the $5,000 check, which had never been cashed by the deceased father and as to whether a gift had been effected with reference to the payments due the mother. To constitute a valid gift there shall have been (1) intention to give by the donor; (2) acceptance by the donee, and (3) delivery of the article given or some act accepted by law in lieu thereof. Thus, for the father to have intended a gift of the payments and in particular the check for $5,000 which was never cashed, the above must be fully satisfied. We find a complete absence of any intention as to the father to give or return the check, a subsisting chose in action representing the funds it described. See Philpot v. Temple Banking Co., 3 Ga. App. 742 (60 SE 480); Underwood v. Underwood, 43 Ga. App. 643, 644 (2) (159 SE 725); Cannon v. Williams, 194 Ga. 808 (3a) (22 SE2d 838). The record is completely silent as to the return of the check which may have been lost or destroyed and never found. The record is also silent as to any intention by the father to forbear, waive or transfer in any respect the gifts of the remaining payments which admittedly were never made.

3. In consideration of the evidence on summary judgment the record is not silent, however, as to an intention to give by the plaintiff [271]*271mother with reference to her statements amounting to a forbearance to collect the payments or renunciation of dominion by her, if in fact she be the sole beneficiary and there be no other beneficiaries under the will. We note the complete absence of any testimony by the plaintiff as executrix or in her individual capacity.

Under Code § 48-103, actual manual delivery is not essential to the validity of a gift but any act which indicates renunciation of dominion by the donor (a forbearance to collect), and the transfer of dominion to the donee who was told he would not have to make the payments to her “shall be a constructive delivery.” The delivery may be inferred by acts of the donor. See Burney v. Ball, 24 Ga. 505, 506 (3), 514; Poullain v. Poullain, 79 Ga. 11, 12 (5c), 19 (4 SE 81). Further, as to whether or not the relinquishment of dominion or forbearance to collect is “effected constructive delivery is a question of fact for the jury to determine.” Ward v. Sebren, 242 Ga. 782, 783 (251 SE2d 524). See also Williams v. McElroy, 35 Ga. App. 420, 421 (2) (133 SE 297). Particularly, this is so as between parent and child. See in this connection Adams v. Pafford, 79 Ga. App. 477, 480 (54 SE2d 329); Ward v. Sebren, 146 Ga. App. 867 (247 SE2d 532), s.c. 242 Ga. 782, 783, supra.

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Cite This Page — Counsel Stack

Bluebook (online)
293 S.E.2d 515, 163 Ga. App. 268, 1982 Ga. App. LEXIS 2463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bates-v-bates-gactapp-1982.