Helmer v. Helmer

125 S.E. 849, 159 Ga. 376, 37 A.L.R. 1137, 1924 Ga. LEXIS 455
CourtSupreme Court of Georgia
DecidedDecember 15, 1924
DocketNo. 4351
StatusPublished
Cited by13 cases

This text of 125 S.E. 849 (Helmer v. Helmer) 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
Helmer v. Helmer, 125 S.E. 849, 159 Ga. 376, 37 A.L.R. 1137, 1924 Ga. LEXIS 455 (Ga. 1924).

Opinions

Hill, J.

J. Harry Helmer Jr., as executor of the last will and testament of James H. Helmer, brought an equitable petition against C. E. Helmer and others for a settlement of his account with the estate of 'testator. The case was submitted to his honor Judge Bell for decision on questions both of law and of fact. The facts in the ease are not disputed. The main question in the case [378]*378is what was the legal effect of a certain endorsement which had been made by James H. Helmer, deceased, more than a year prior to his death on a certain note which he held against his son, Harry Helmer, the defendant in error. The note was given by Harry Helmer to his father, James H. Helmer, deceased, for $25,000, and in October, 1921, was in the possession of Willis M. Everett, who was then the attorney at law for decedent. During the month of October, 1921, the decedent came to the law office of Mr. Everett and asked to see the note in question. The record shows that Mr. Everett took the note out of his safe, and the decedent dictated to him the following which Mr. Everett wrote on the back of the note:. “Atlanta, Ga., October 25, 1921. Received on within note $5000, and said note is hereby extended for one year from April 12, 1922, making the maturity of said note April 12, 1923. The interest on said note shall remain $100.00 per month until the maturity of same.” After the endorsement was written the» decedent signed the endorsement, and handed the note back to Mr. Everett, who placed it in his safe. The note remained there until after decedent’s death,' which occurred more than a year later. At the time of the endorsement on the note it was not due. No money was paid by the son, or by any one for him. Harry Helmer did not know of the endorsement on the note until after his father’s death. Mr. Everett was not the attorney for the son, nor his agent. It was contended by the defendant in error, Harry Helmer, that the foregoing facts constituted a valid gift to him by his father in October, 1921, of the $5000 mentioned in the endorsement, and that he should not be required to account for this $5000, but should be discharged of all liability on the note when he paid $20,000 with interest. On the other hand, C. E. Helmer, plaintiff in error, one of the distributees of decedent’s estate, contended that the facts above set out did not constitute a valid gift, and that Harry Helmer should be required to account .for the entire $25,000. The evidence tended to show that the note had been given by Harry Helmer to his father as a part of the purchase-price of certain real estate with which he had had “bad luck;” also that Harry Helmer had made substantial contributions to the support of his sister and her children. The mother of Harry Helmer, the wife of the decedent, testified that decedent had told her that he thought Harry had paid too much for the land and that he, decedent, should [379]*379make some amends, and that this was the reason why he had made the endorsement on the note given him by his son. There is no evidence tending to show that Mrs. TIelmer ever told the defendant in error about the endorsement on the note; in fact the defendant in error himself testified that he knew nothing about it until after his father’s death. Judge Bell, who heard the case both as to the law and facts, decided in favor of the defendant in error, holding in effect that the facts above stated constituted a valid gift, and that Harry Helmer should not be required to account for the $5000 endorsed on the note. The plaintiff in error excepted to the above order of the court.

Counsel for plaintiff in error in his original brief argues the case on the sole question whether the evidence was sufficient to . establish a valid gift inter vivos from the deceased to his son Harry Helmer, and insists that no question of a gift causa mortis (Civil Code of 1910, § 4154) was involved, and that the endorsement on the note was a gift inter vivos or nothing. “To constitute a valid gift there must be the intention to give by the donor, acceptance by the donee, and delivery of the article given, or some act accepted by the law in lieu thereof.” Civil Code (1910), § 4144. From the above provisions of the statute, in order to constitute a valid gift it is essential that certain elements be present: 1. Intention to give by the donor. 3. Acceptance by the donee. 3. Delivery of the article given. Section 4145 provides: “If the donation be of substantial benefit, the law presumes the acceptance unless the contrary be shown. A parent, guardian, or friend may accept for an infant. The officers of a corporation accept for it.” Therefore, • if the donation be of a substantial benefit,- the law presumes an acceptance, unless the contrary be shown.

In Burt v. Andrews, 112 Ga. 465, 467 (37 S. E. 736), it was held: “To constitute a valid gift of a chattel, there must be not only an intention to give by the donor, but a delivery of the article 'given, or some act done which will be accepted as delivery.” And see Anderson v. Baker, 1 Ga. 595; Evans v. Lipscomb, 31 Ga. 71; Mims v. Ross, 42 Ga. 121, 123; Harrell v. Nicholson, 119 Ga. 458 (46 S. E. 623); Knight v. Jackson, 156 Ga. 165 (118 S. E. 661); Cowdrey v. Barksdale, 16 Ga. App. 387 (85 S. E. 617); Lanier v. Holt, 18 Ga. App. 185 (89 S. E. 182). In order to make out a • complete gift there must'be proof not only of present intention to [380]*380give, but a complete renunciation without power of revocation, and a full delivery of possession of the thing given. Burt v. Andrews, supra. In that case the language of the donor was clear. She said to the donee in the presence of another witness, “There is the china set and the washstand set, and you may have them.” Another witness testified that the language used by the deceased to the plaintiff was, “There is my china set and washstand set, which you may have for your kindness in waiting oh me.” It appeared in that ease that the parties were sisters; that the donor had been ill for several months, and the donee had nursed her and cared for her wants for a considerable length of time; that during her sickness and before her death her sister told the witness that for her kindness in staying-with her and waiting on her she might have the articles sued for. Yet this court decided that there had been no delivery and no relinquishment of dominion by the donor, and consequently under the strict rules of law that there had been no gift. ' It is stated in the opinion in the Burt case that “it is not contested that the articles, after this statement of the deceased, remained just where they were at the time the words were spoken.” In the instant case, after the decedent had written the endorsement, the note remained in the safe of his attorney, exactly where it had been previously. In the Burt case the donee knew of the gift, the declaration of it having been made directly to her, and she presumably accepted it. In the instant case the donee knew nothing about the gift until after the donor had died. So the presumption that the donee had accepted the gift is rebutted by the evidence of the donee himself, who testified that he did not know of it until after the death of his father. In line with the Burt case, the Court of Appeals in Lanier v. Holt, supra, held: “Proof of a gift requires evidence of three essentials: 1. Intention. 2. Acceptance. 3. Delivery.” And see.to the same effect Cowdrey v. Barksdale, supra.

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Cite This Page — Counsel Stack

Bluebook (online)
125 S.E. 849, 159 Ga. 376, 37 A.L.R. 1137, 1924 Ga. LEXIS 455, Counsel Stack Legal Research, https://law.counselstack.com/opinion/helmer-v-helmer-ga-1924.