Mary Ann Farmer v. Kim Terrell Farmer

Court of Appeals of Georgia·Decided March 15, 2024·No. A23A1302·Published

Opinion

THIRD DIVISION

DOYLE, P. J.

MCFADDEN, P. J. AND GOBEIL, J.

NOTICE: Motions for reconsideration must be physically received in our clerk’s office within ten days of the date of decision to be deemed timely filed.

https://www.gaappeals.us/rules

March 15, 2024

In the Court of Appeals of Georgia A23A1302. FARMER v. FARMER.

MCFADDEN, Presiding Judge.

At issue are the enforceability of a verbal promise to convey a life estate, an alternate claim of unjust enrichment, and a derivative claim for attorney fees. The trial court entered summary judgment rejecting those claims. We reverse.

In 1995, Rose Mary Farmer told her daughter, appellant Mary Ann Farmer, and her son, Terrell Farmer, that she had decided to give the 17.62-acre tract of land on which the family’s home place was located to Terrell Farmer, but that she and Mary Ann Farmer would “have the house and . . . the surroundings” for the rest of their lives. She subsequently conveyed the tract to Terrell Farmer by warranty deed — but did not reserve the promised life estate. Nevertheless, Terrell Farmer honored his

mother’s promise until he conveyed the tract to his son in 2015. His son honored it, only until Terrell Farmer died in 2020. Then, appellee Kim “Bo” Farmer began the process of evicting his aunt. Litigation ensued.

We hold that a jury would be authorized to find that the oral promise is enforceable. The trial court erred in holding that a statutory exception to the statute of frauds is unavailable on the basis that Mary Ann Farmer cannot show “entry into possession pursuant to the gift” and on the basis that the house and its surroundings were not adequately described. Alternately, we hold that the evidence would authorize a jury to find merit in her unjust enrichment claim. And consequently, we hold that a jury would be authorized to find merit in her derivative claim for attorney fees.

1. Facts

On appeal from the grant of summary judgment this Court conducts a de novo review of the evidence to determine whether there is a genuine issue of material fact and whether the undisputed facts, viewed in the light most favorable to the nonmoving party, warrant judgment as a matter of law.

Jones v. Kirk, 290 Ga. 220, 221 (719 SE2d 428) (2011) (citation and punctuation omitted).

So viewed, the record shows that Mary Ann Farmer and Terrell Farmer are the children of Rose Mary Farmer and George Washington (“Pete”) Farmer. In 1953, Pete Farmer purchased 23.62 acres of land in Hall County, Georgia, and moved his family into the original home on that property (the “home place”).

Then, in 1971, Pete Farmer sold six acres of his land to his son, Terrell Farmer.

Terrell Farmer built a house on that land and lived there until his death in 2020. Terrell Farmer’s son, appellee Bo Farmer, currently resides in that house.

In 1983, Pete Farmer died and his remaining 17.62 acres of land were conveyed to Rose Mary Farmer under his will. His will, and substantially identical language in his wife’s will, set out a metes and bounds description of “the home place,” which is set out in the margin.1 Notwithstanding that metes and bounds description, the 17.62- acre tract has never been subdivided, the 3-acre tract has not been platted, and the

1 [T]he home-place . . . [consists] of approximately three (3)

acres [of the 17.62-acre tract], fronting on the highway between Gainesville and Cleveland, beginning at [Terrell Farmer’s] line . . . and running along the right of way of said Cleveland Road or Highway the entire distance of [Pete Farmer’s] property line opposite that of [Terrell Farmer’s], and running back between the two (2) property lines to the creek in the rear.

description of the tract in each will does not establish the precise location of the home place on the 17.62-acre tract.

Mary Ann Farmer lived at the home place for most of her life. She moved into it with her parents in 1953 when she was one year old. Around 1972, she lived elsewhere for a year while she was married. Then, in 1987, she moved out and lived on her own for several years.

During this time, Rose Mary Farmer repeatedly asked her to return to the home place. Mary Ann Farmer refused her mother’s requests until 1995, when Rose Mary Farmer was hospitalized and her doctors would not allow her to return home alone. Rose Mary Farmer told her daughter that she “would make everything right” if Mary Ann Farmer brought her home and stayed with her at the home place. Although Mary Ann Farmer “did not know exactly what [her mother] meant by that,” she moved back to the home place to care for her mother in spring or early summer of 1995.

Then in late June of 1995, Rose Mary Farmer called a meeting with her two children and told them she had decided to give the land to Terrell Farmer, but that she and Mary Ann Farmer would “have the house and . . . the surroundings” for the rest of their lives. Rose Mary Farmer did not elaborate on what she meant by

“surroundings,” but Mary Ann Farmer interpreted this word to include the “yard, meaning grass, trees, garden,” and believed that this arrangement was how her mother intended to “make everything right.” Mary Ann Farmer and Terrell Farmer looked at one another and said, “Okay,” so their mother knew that they understood and accepted her plan.

In August 1995, Rose Mary Farmer transferred fee simple title to her 17.62 acres by warranty deed to Terrell Farmer. But, she did not reserve a life estate to herself or Mary Ann Farmer in the deed. Nevertheless, Rose Mary Farmer and Mary Ann Farmer continued to live together in the home place until September 1995, when Rose Mary Farmer was placed in a nursing home. Mary Ann Farmer continued to reside at the home place on her own, even after her mother died in 2002, and has spent approximately $46,000 on repairs and renovations for the house since 1995.

In 2015, Terrell Farmer conveyed the 17.62 acres to his son Bo Farmer without reserving a life estate for Mary Ann Farmer. Even so, Mary Ann Farmer continued to reside undisturbed at the home place until shortly after her brother died in March 2020.

In June 2020, Bo Farmer sent his aunt an eviction letter notifying her that he was terminating her “tenancy at will.” Thereafter, Mary Ann Farmer filed suit against her nephew. In her complaint, she sought specific performance of her mother’s oral promise of “a life estate in the home place and its premises – three (3) acres as generally described in the Last Will and Testament of Rose Mary Farmer,” or, in the alternative, $46,000 in damages for unjust enrichment concerning the improvements she made to the home place. She also sought, among other things, attorney fees and expenses of litigation.

Bo Farmer moved for partial summary judgment on the issues of specific performance, unjust enrichment, and attorney fees. Following a hearing, the trial court granted Bo Farmer’s motion. This appeal followed.

2. Enforceability of the promise to convey a life estate In two related enumerations of error, Mary Ann Farmer contends that the trial court erred by entering a partial summary judgment that rejected her claim for a specific performance order enforcing her right to a life estate. Specifically, she argues that the court erred in holding that there was no evidence that she entered into

possession pursuant to the gift of a life estate, and that the trial court erred in holding that the land at issue was not sufficiently described. We agree.

Under Georgia’s statute of frauds, any contract concerning an interest in real property must be in writing. See OCGA § 13-5-30 (a) (4). But OCGA § 23-2-132 sets out an exception that obtains here:

Specific performance will not be decreed of a voluntary agreement or merely gratuitous promise. If, however, possession of lands has been given under such an agreement, upon a meritorious consideration, and valuable improvements have been made upon the faith thereof, equity will decree the performance of the agreement.

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