G. H. Bass & Co. v. Fulton County Board of Tax Assessors

486 S.E.2d 810, 268 Ga. 327
CourtSupreme Court of Georgia
DecidedJune 16, 1997
DocketS96G1677
StatusPublished
Cited by36 cases

This text of 486 S.E.2d 810 (G. H. Bass & Co. v. Fulton County Board of Tax Assessors) 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
G. H. Bass & Co. v. Fulton County Board of Tax Assessors, 486 S.E.2d 810, 268 Ga. 327 (Ga. 1997).

Opinions

Hunstein, Justice.

This Court granted certiorari to consider the permissible scope of requests for admission under OCGA § 9-11-36 and whether the request at issue in G. H. Bass & Co. v. Bd. of Tax Assessors, 222 Ga. App. 118 (1) (473 SE2d 253) (1996) was proper thereunder.

1. OCGA § 9-11-36 (Code Ann. § 81A-136) was amended in 1972 to provide, inter alia, that

[a] party may serve upon any other party a written request for the admission ... of the truth of any matters within the scope of [OCGA § 9-11-26 (b)] which are set forth in the request and that relate to statements or opinions of fact or of the application of law to fact.

Id. at (1), Ga. L. 1972, pp. 510, 528, § 9.1

The purpose of the 1972 amendment to OCGA § 9-11-36 was to conform the discovery provisions of the Georgia Civil Practice Act to the 1970 amendments to the Federal Rules of Civil Procedure. Cielock v. Munn, 244 Ga. 810, 812 (262 SE2d 114) (1979). Federal Rule 36 (a) is identical to OCGA § 9-11-36 (1) in its provision that requests “relate to statements or opinions of fact or of the application of law to fact.” Thus, decisions of the Federal courts construing and applying Federal Rule 36 should be persuasive as to the permissible scope of requests for admission under § 36 of the Georgia Civil Practice Act. Ambler v. Archer, 230 Ga. 281 (1) (196 SE2d 858) (1973); Worley v. Worley, 161 Ga. App. 44 (288 SE2d 854) (1982).

[328]*328The 1970 amendment to Federal Rule 36 was intended “to liberalize the practice with regard to the discovery of opinions, conclusions, and contentions” and to make explicit the rule that

discovery could be had of opinions related to fact or to the application of law to fact. The change makes it possible to discover the contentions of the parties. Opinions on abstract propositions of law are still objectionable, but requests seeking admission of the truth of statements applying law to the facts of the case are specifically sanctioned under [Federal Rule 36].

(Footnotes omitted.) 4A Moore’s Federal Practice (2d ed.), Par. 36.04[4] at 36-32 through 33. Consistent with this view, Federal courts applying Federal Rule 36 have recognized that requests for admission are not objectionable

even if they require opinions or conclusions of law, as long as the legal conclusions relate to the facts of the case. Requests to admit pure conclusions of law unrelated to facts in the case are objectionable.

Ransom v. United States, 3 Fed Rules Serv 3d 174, 175 (Cl. Ct. 1985) (discussing language identical to Federal Rule 36 in RUSCC 36 (a)). See also Audiotext Communications Network v. US Telecom, 1995 U. S. Dist. LEXIS 15395, Civil Action No. 94-2395-GTV (D. Kan. October 5, 1995) (requests that seek neither abstract opinions of law nor opinions of law unrelated to the facts of the case are permissible and accomplish the goals of Rule 36); Reliance Ins. Co. v. Marathon LeTourneau Co., 152 FRD 524, n. 2, 1994 U. S. Dist. LEXIS 916 (S.D. W. Va. 1994) (request for admission involving pure matter of law unrelated to facts of case is improper).2

[329]*329The language of OCGA § 9-11-36 (a) as amended in 1972 clearly indicates the Legislature’s intent to broaden the scope of requests and thereby liberalize the use of this valuable discovery tool. The Federal cases persuasively illustrate the advantages of eliminating the pre-amendment confusion over requests involving mixed questions of fact and law by allowing requests to seek admission of the truth of those statements that apply the law to the specific facts in the case and by holding objectionable only those opinions on abstract propositions of law. We find that the Federal courts’ interpretation of Rule 36 best accomplishes the goal of OCGA § 9-11-36. We therefore conclude that requests for admission under OCGA § 9-11-36 (a) are not objectionable even if they require opinions or conclusions of law, as long as the legal conclusions relate to the facts of the case. Ransom v. United States, supra; 4A Moore, supra at Par. 36.04[4], We overrule A & D Barrel &c. Co. v. Fuqua, 132 Ga. App. 827 (2) (b) (209 SE2d 272) (1974) (rendered after 1972 amendment to OCGA § 9-11-36 but which applied a pre-amendment standard to request for admission in that appeal) to the extent that it applies to the scope of requests for admission under current OCGA § 9-11-36 (a) (1).

We recognize that liberalization of the scope of requests for admission opens the possibility for abuse of this discovery tool, especially given that OCGA § 9-11-36 (a) (2) provides that the subject matter of an admission is deemed admitted unless a written answer or objection addressed to the matter is made within 30 days after service of the request.3 However, the statute specifies the manner in which objection can be made and stresses the importance of responding to requests by providing that even where the answering party lacks information or considers the requested matter to involve a genuine issue of fact, the party must nevertheless answer the request, in [330]*330a manner consistent with the ways set forth in OCGA § 9-11-36 (a) (2). The statute sets forth the relief available to the requesting party if there are objections to the response, and expressly allows the trial court to defer final disposition of the request until pretrial conference or another designated time prior to trial. Id. at (a) (3).

Furthermore, although OCGA § 9-11-36 provides that any matter admitted under the statute is “conclusively established,” id. at (b), the statute also expressly authorizes the court to permit withdrawal or amendment of the admission and vests broad discretion in the trial court in this regard. Specifically, the statute provides that

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Bluebook (online)
486 S.E.2d 810, 268 Ga. 327, Counsel Stack Legal Research, https://law.counselstack.com/opinion/g-h-bass-co-v-fulton-county-board-of-tax-assessors-ga-1997.