Montra McKenzie v. Estate of John Lewis, Sr.

CourtCourt of Appeals of Georgia
DecidedDecember 19, 2025
DocketA25A1921
StatusPublished

This text of Montra McKenzie v. Estate of John Lewis, Sr. (Montra McKenzie v. Estate of John Lewis, Sr.) 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
Montra McKenzie v. Estate of John Lewis, Sr., (Ga. Ct. App. 2025).

Opinion

THIRD DIVISION DOYLE, P. J., MARKLE and PADGETT, JJ.

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

December 19, 2025

In the Court of Appeals of Georgia A25A1921. McKENZIE v. ESTATE OF JOHN LEWIS, SR.

MARKLE, Judge.

Montra McKenzie appeals from the trial court’s order denying her possession

of certain real property, finding her in arrears on her rental payments, and instructing

her to pay the funds into the court’s registry. For the reasons that follow, we reverse

in part and vacate in part the trial court’s order, and remand the case for further

proceedings.

The record shows that McKenzie operates a non-profit charity called Veterans

Excelling for Life Foundation (“VELF”), which assists veterans in transitional

housing situations. John Lewis, Sr., owned property that he rented to McKenzie and

VELF to be used as housing. At some point after Lewis died in 2020, McKenzie ceased making the rental payments, and Lewis’s estate filed a dispossessory action.

McKenzie answered and proffered a contract she had entered into with Lewis, which

purported to transfer the property to her and VELF upon Lewis’s death. She also filed

counterclaims for specific performance, declaratory judgment, and attorney fees.

McKenzie also moved to compel and for sanctions after the estate failed to

timely and completely respond to discovery. At the subsequent hearing, no

representative of the estate appeared.1 The trial court dismissed the dispossessory

action for failure to prosecute and instructed McKenzie to brief her counterclaims.2

In her brief, which the trial court apparently construed as a motion for summary

judgment,3 McKenzie argued that, per the terms of the contract and under OCGA

1 There is no transcript of this hearing in the record on appeal. 2 The dismissal of the dispossessory action did not deprive the trial court of jurisdiction to consider the counterclaims. Record Town v. Sugarloaf Mills Ltd. Partnership of Ga., 301 Ga. App. 367, 371(4) (687 SE2d 640) (2009) (recognizing that involuntary dismissal of dispossessory does not bar consideration of counterclaims); Moran v. Mid-State Homes, 171 Ga. App. 618 (320 SE2d 625) (1984). 3 “[U]nder our rules of pleading, it is substance and not mere nomenclature that controls; pleadings are judged by their function and not the name given by a party.” Manning v. Robertson, 223 Ga. App. 139, 142(2) (476 SE2d 889) (1996) (citations omitted). See also All Tech Co. v. Laimer Unicon, 281 Ga. App. 579, 580(1) (636 SE2d 753) (2006) (treating brief as cross motion for summary judgment despite failure to label it as such). 2 § 44-17-2 et seq., the property transferred to her upon Lewis’s death. She further

asserted that the contract satisfied all the requirements for a will. She submitted an

affidavit from one of the witnesses confirming that she had seen the parties sign the

document. The estate did not move to dismiss or for summary judgment on the

counterclaims, or submit any evidence in response to McKenzie’s brief.4

The trial court found that the contract was void because it was indefinite,

contained errors and typographical mistakes, and used different font styles within the

document. For example, the lease did not included a specific end date, instead listing

“December 2035” as the termination.5 The court also noted a dispute over the

amount of rent, with the contract showing $750 per month, but the dispossessory

listing $1,500 per month. In addition to finding the entire contract void, the trial court

also struck the transfer-on-death provision in the contact for the failure to adhere to

the requirements of OCGA § 44-17-2. The court then found that McKenzie had failed

to make rent payments totaling $42,750, and it ordered McKenzie to vacate the

4 The estate also failed to file a brief in this appeal, despite receiving an extension of time in which to do so. 5 The trial court also found that this would create a usufruct. 3 property and deposit the arrearage into the court’s registry if she wished to remain

there during the pendency of her appeal. McKenzie now appeals.

In related enumerations of error, McKenzie argues that the trial court erred in

making factual and legal determinations that the contract was void and ordering her

to vacate the property when the dispossessory action was no longer pending and the

estate submitted no evidence. We agree that the trial court erred by ordering her to

vacate the property or pay the alleged arrearage of rent, and further conclude that

there remains a jury question as to the validity of the contract.

“In reviewing the denial of a summary judgment motion, we owe no deference

to the trial court’s ruling and we review de novo both the evidence and the trial

court’s legal conclusions.” Sowell v. Solomon, 362 Ga. App. 717 (870 SE2d 39) (2022)

(citations omitted). With this standard in mind, we turn to McKenzie’s claims on

appeal.

(a) Validity of the contract.

“Georgia contract law requires a meeting of the minds of the parties, and

mutuality, and in order for the contract to be valid the agreement must ordinarily be

expressed plainly and explicitly enough to show what the parties agreed upon.”

4 Bedsole v. Action Outdoor Advertising JV, 325 Ga. App. 194, 198(1) (750 SE2d 445)

(2013) (citation omitted). See also OCGA § 13-3-1. Because McKenzie argued that

there was a valid contract, she bears the burden to show that she and Lewis entered

into a contract, as well as the contract terms. Guise v. Leoni, 366 Ga. App. 659, 662(a)

(883 SE2d 892) (2023).

Once the plaintiff has shown the existence of a contract, “the next question is

whether the parties reached a verbal agreement as to all essential terms. The law does

not favor destroying contracts on the basis of uncertainty, and a contract that may

originally have been indefinite may later acquire more precision and become

enforceable because of the subsequent words or actions of the parties.” Bedsole, 325

Ga. App. at 198-99(1) (citation modified).

Here, McKenzie submitted an affidavit from a witness to the contract that she

observed both Lewis and McKenzie sign the contract. There was no other evidence

submitted by either party; indeed, the estate submitted nothing at all to contradict any

of McKenzie’s evidence.

5 Nevertheless, the trial court concluded that the contract had been altered and

was invalid because it was indefinite and contained provisions in different fonts.6 But,

these types of procedural irregularities do not automatically void a contract. See

Stoudemire v. HSBC Bank USA, 333 Ga. App. 374, 375 (776 SE2d 483) (2015). See

also Whitley v. Patrick, 226 Ga. 87, 88(1) (172 SE2d 692) (1970) (generally, whether

a copy of a contract has been altered is a question for a jury). Accordingly, we must

vacate the trial court’s order finding the contract void. On remand, the trial court

should properly consider the validity of the contract under the proper rules for

contract formation. OCGA § 13-3-1.

(b) Transfer-on-death provision.

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Related

Manning v. Robertson
476 S.E.2d 889 (Court of Appeals of Georgia, 1996)
Moran v. Mid-State Homes, Inc.
320 S.E.2d 625 (Court of Appeals of Georgia, 1984)
Smith v. ATLANTIC MUTUAL COMPANIES
641 S.E.2d 586 (Court of Appeals of Georgia, 2007)
All Tech Co. v. Laimer Unicon, LLC
636 S.E.2d 753 (Court of Appeals of Georgia, 2006)
Record Town, Inc. v. Sugarloaf Mills Ltd. Partnership of Georgia
687 S.E.2d 640 (Court of Appeals of Georgia, 2009)
Whitley v. Patrick
172 S.E.2d 692 (Supreme Court of Georgia, 1970)
Bac Home Loans Servicing, L.P. v. Wedereit
773 S.E.2d 711 (Supreme Court of Georgia, 2015)
STOUDEMIRE Et Al. v. HSBC BANK USA, N.A.
776 S.E.2d 483 (Court of Appeals of Georgia, 2015)
Montgomery v. Morris
745 S.E.2d 778 (Court of Appeals of Georgia, 2013)
Bedsole v. Action Outdoor Advertising JV, LLC
750 S.E.2d 445 (Court of Appeals of Georgia, 2013)

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Montra McKenzie v. Estate of John Lewis, Sr., Counsel Stack Legal Research, https://law.counselstack.com/opinion/montra-mckenzie-v-estate-of-john-lewis-sr-gactapp-2025.