Bleckley v. Bleckley

5 S.E.2d 206, 189 Ga. 47, 1939 Ga. LEXIS 646
CourtSupreme Court of Georgia
DecidedSeptember 16, 1939
Docket12894.
StatusPublished
Cited by21 cases

This text of 5 S.E.2d 206 (Bleckley v. Bleckley) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bleckley v. Bleckley, 5 S.E.2d 206, 189 Ga. 47, 1939 Ga. LEXIS 646 (Ga. 1939).

Opinion

1. From the allegations and prayers it is apparent that the plaintiff was seeking conventional subrogation, of which only a court of equity has jurisdiction. Accordingly, this court, and not the Court of Appeals, is the proper court to review the judgments overruling a demurrer to the petition, and refusing to grant a new trial after verdict for the plaintiff.

2. The plaintiff's allegations were sufficient to show the rendition of services of value to his mother, under an agreement with her that he would be subrogated to the annuity provided for her in the will of her husband, the plaintiff's father.

3. Such being the basis of the suit, the cause of action was not barred by the statute of limitations, since the plaintiff had the same period of time in which to sue that his mother would have had, the time being ten years from the qualification of the defendant executor, plus the twelve-months exemption period, which time had not expired.

4. An agreement for subrogation is not required to be in writing.

5. Services rendered by a son for his mother are presumed to be voluntary; but this presumption may be rebutted by alleging facts which plainly indicate that it was the intention of both parties that compensation should be made. It is unnecessary for this purpose to allege an express agreement, either written or oral. *Page 48

6. It was unnecessary for the plaintiff to allege an agreement with the testator or his legal representative, in order to claim subrogation. The alleged agreement with his mother was sufficient for this purpose.

7. Where a legacy consisted of an annuity payable unconditionally to the widow of the testator so long as she lived, but the will further provided that any portion of the property bequeathed to her which was not disposed of by her during her life should revert on her death to the children and grandchildren of the testator, an agreement made by her for subrogation of another to her claim to the legacy constituted a disposition by her during her life, within the meaning of the will, to the extent of the consideration received, and prevented reversion to that extent. An agreement for subrogation differs from a present equitable assignment, in that it requires a decree of court to make it effective.

8. The petition did not show upon its face that the cause of action was barred by laches.

9. The court did not err in admitting evidence of the value of the plaintiff's services, over objection on the ground that he had sued upon an express agreement but was seeking by the evidence to recover on a quantum meruit. This evidence was relevant and admissible, for the reason that the plaintiff's right to subrogation was limited to the value of the services rendered.

10. Testimony of the wife and employees of the plaintiff in regard to the kind and value of the services rendered, and in reference to the alleged agreement between the plaintiff and his mother, was not inadmissible under the Code, § 38-1603, for the reason urged, since the testimony did not relate, as contended, to transactions or communications with the testator whose executor was being sued.

11. The charge to the jury on the subject of payment was not erroneous in that it was not adjusted to any contention made by the defendant. Other instructions were not subject to the assignments of error made thereon.

12. There was no merit in other special assignments of error contained in the motion for new trial. The evidence was sufficient to prove the case as laid, and did not show as a matter of law that the alleged cause of action was barred by laches. The court did not err in overruling the motion for new trial. The record presents no question as to error in the form of the decree.

No. 12894. SEPTEMBER 16, 1939, REHEARING DENIED OCTOBER 14, 1939.
George L. Bleckley and T. H. Bleckley are sons of J. S. Bleckley and Mrs. J. S. Bleckley, otherwise referred to as Mrs. Sallie Bleckley. Both the father and the mother are now deceased. George L. Bleckley sought to recover of T. H. Bleckley, as executor of their father, a sum of money originally payable under the will as an annuity to their mother, basing his claim on an assignment by the mother or on subrogation, the exact nature of the claim being one *Page 49 of the matters of contention. The executor's demurrer was overruled, a recovery was had, a motion for new trial was overruled, and the executor excepted.

J. S. Bleckley died on January 15, 1925. In his will George L. Bleckley and T. H. Bleckley were named as executors, and both qualified on February 2, 1925. There were other suits between them in different capacities before the present case arose. In December, 1930, at the instance of T. H. Bleckley and others interested, George L. Bleckley was removed by the court of ordinary from his trust as executor, for failure to co-operate with T. H. Bleckley as coexecutor, mismanagement of part of the estate, and refusal to account to his coexecutor or permit him to have access to details of certain sales made by George L. Bleckley. Afterwards, in October, 1931, T. H. Bleckley, as sole executor of J. S. Bleckley, filed a suit against George L. Bleckley as executor of the estate of J. M. Bleckley, deceased, on promissory notes executed by J. M. Bleckley to J. S. Bleckley as purchase-money for land sold under bond for title, in which suit the plaintiff recovered a verdict and judgment for more than $9000. J. S. Bleckley also left outstanding a deed by which he conveyed the same land to the Federal Land Bank of Columbia to secure a debt of about $1500. T. H. Bleckley, as executor, was without funds with which to pay this debt. In view of the facts regarding the land and other facts alleged, the estate of J. S. Bleckley was placed in the hands of a receiver in February, 1935, by consent of all of the parties in a suit instituted for that purpose by George L. Bleckley and others against T. H. Bleckley as executor of the estate of J. S. Bleckley. T. H. Bleckley was made receiver, and was not removed as executor. The land covered by the bond for title and the security deed was sold by the receiver for $7000. After payment of the debt of the Federal Land Bank, receiver's and attorneys' fees, and other expenses, there remained in the hands of the receiver about $3000 as the proceeds of sale. This appears from an order of the superior court rendered on October 5, 1935, confirming the sale and directing disposition of the proceeds in part. The will of J. S. Bleckley, copy of which was attached to the petition for receiver, contained the following provisions: "2. I will and declare that with reasonable promptness my executors hereinafter named shall pay over to my beloved wife the sum of five hundred dollars ($500) per year, to be hers absolutely." *Page 50 Item 3 divided the residue of the estate equally among the wife and children of the testator, with some qualification as to children. Item 4 declared that the provisions made for the wife were intended to be in lieu of dower and year's support. Item 5 was as follows: "If on the death of my wife she leaves undisposed of any portion of the property going to her under this will, I will and desire that it shall be divided among my children, one share going to the children of my deceased children, as in the case of my other property."

On November 23, 1935, the present action was filed by George L. Bleckley against T. H. Bleckley as executor of the estate of J. S. Bleckley. This proceeding was instituted, not as an independent suit, but as an intervention in the receivership case. There is not contention that George L. Bleckley could not proceed in this manner. It is

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Bluebook (online)
5 S.E.2d 206, 189 Ga. 47, 1939 Ga. LEXIS 646, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bleckley-v-bleckley-ga-1939.