SUNTRUST BANK v. CHARLES DANIEL BICKERSTAFF

CourtCourt of Appeals of Georgia
DecidedFebruary 20, 2025
DocketA24A1702
StatusPublished

This text of SUNTRUST BANK v. CHARLES DANIEL BICKERSTAFF (SUNTRUST BANK v. CHARLES DANIEL BICKERSTAFF) 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
SUNTRUST BANK v. CHARLES DANIEL BICKERSTAFF, (Ga. Ct. App. 2025).

Opinion

FOURTH DIVISION DILLARD, P. J., BROWN 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

February 20, 2025

In the Court of Appeals of Georgia A24A1700. SUNTRUST BANK v. BICKERSTAFF et al.; A24A1701. BICKERSTAFF et al. v. SUNTRUST BANK; A24A1702. SUNTRUST BANK v. BICKERSTAFF et al.

PADGETT, Judge.

These related appeals arise from a complaint filed by Jeff Bickerstaff, Jr.,1 a

customer of SunTrust Bank (“SunTrust”). On July 12, 2010, Bickerstaff filed a

complaint against SunTrust on behalf of himself and all others similarly situated

asserting that SunTrust’s overdraft fees constitute unlawful interest charges and

1 Jeff Bickerstaff, Jr. passed away in 2014. In 2015, the Supreme Court corrected the style of the case to read as follows: Ellen Rambo Bickerstaff v. SunTrust Bank. In March 2023, the Court entered an Order substituting Charles Daniel Bickerstaff as Plaintiff and as Class Representative and the case was styled as: Charles Daniel Bickerstaff, as Administrator of the Estate of Jeff Bickerstaff, Jr., on behalf of himself and others similarly situated, Plaintiff v. SunTrust Bank, Defendant. raising claims for violation of Georgia’s civil and criminal usury laws (OCGA §§ 7-4-2

and 7-4-18, respectively), money had and received, and conversion.

Factual background and procedural history

This is the fifth appearance of this case on appeal. In Bickerstaff v. SunTrust

Bank, 332 Ga. App. 121, 122 (770 SE2d 903) (2015) (“Bickerstaff I”), this Court

affirmed the trial court’s order denying SunTrust’s motion to compel arbitration and

Bickerstaff’s motion for class certification. Our Supreme Court granted Bickerstaff’s

petition for certiorari review and Bickerstaff v. SunTrust Bank, 299 Ga. 459 (788 SE2d

787) (2016) (“Bickerstaff II”) followed. In Bickerstaff II, the Supreme Court reversed

our decision, holding “the terms of the arbitration rejection provision of SunTrust’s

deposit agreement [did] not prevent Bickerstaff’s class action complaint from tolling

the contractual limitation for rejecting that provision on behalf of all putative class

members until such time as the class may be certified and each member makes the

election to opt out or remain in the class.” 299 Ga. at 470.2 Thereafter, in Bickerstaff

v. SunTrust Bank, 340 Ga. App. 43 (796 SE2d 9) (2017) (“Bickerstaff III”), this Court

2 SunTrust filed a petition for writ of certiorari to the United States Supreme Court, which was denied. See SunTrust v. Bickerstaff, 580 U.S. 1020, 137 SCt 571 (196 LE2d 447) (2016). 2 remanded the case to the trial court to rule on the issue of whether SunTrust waived

its right to compel arbitration against putative class members other than Bickerstaff

if and when a class was certified. 340 Ga. App. at 44. The trial court ultimately found

that all the requirements of OCGA § 9-11-23 were met and certified the class as

follows:

[e]very Georgia citizen who had or has one or more accounts with SunTrust Bank and who, from July 12, 2006, to October 6, 2017 (i) had at least one overdraft of $500.00 or less resulting from an ATM or debit card transaction (the “Transaction”); (ii) paid any Overdraft Fees as a result of the Transaction; and (iii) did not receive a refund of those Fees.

SunTrust appealed, and in SunTrust Bank v. Bickerstaff, 349 Ga. App. 794 (824 SE2d

717) (2019) (“Bickerstaff IV”), this Court held the trial court did not abuse its

discretion in certifying the class. 349 Ga. App. at 804.

After the close of discovery, the trial court issued an omnibus order in March

2024 deciding several of the parties’ various motions. The trial court denied

SunTrust’s motion to dismiss for insufficiency of process, denied in part SunTrust’s

motion to compel arbitration as to certain account holders and class members, but

3 granted the motion to compel arbitration as to depositors who closed their accounts

before June 1, 2010, granted SunTrust’s motion to modify the class definition by

adding language that a class member is: “[a] person who was a Georgia citizen on the

date Plaintiff filed this Complaint, and has thereafter continuously remained through

October 6, 2017, a citizen of Georgia . . . [,]” denied SunTrust’s motion for summary

judgment on the question of whether overdraft fees constituted interest, found that

2014 legislative changes to the usury statute did not apply to this litigation, denied

SunTrust’s motion for summary judgment on the issue of intent, granted SunTrust’s

motion for summary judgment on Bickerstaff’s claims for criminal usury, and granted

SunTrust summary judgment as to claims that accrued before July 12, 2009, holding

they were barred by the one-year statute of limitations for usury. These appeals

followed.3

In Case Nos. A24A1700 and A24A1702, SunTrust argues that the trial court

erred in: (1) denying SunTrust’s motion to dismiss for insufficient service of process

3 Case No. A24A1700 is SunTrust’s appeal from portions of the March 2024 omnibus order. Case No. A24A1701 is Bickerstaff’s appeal from the same order. Case No. A24A1702 is SunTrust’s cross-appeal from Bickerstaff’s appeal. We granted SunTrust’s unopposed motion to consolidate Case Nos. A24A1700 and A24A1702, which are substantively the same. 4 ; (2) denying its motion to compel two groups of class members to arbitration ; (3)

denying its motion for summary judgment on the question of whether its overdraft

coverage is a loan or advance of money ; (4) denying SunTrust summary judgment on

the question of whether its overdraft fees were interest ; (5) holding that a usury

plaintiff “need not prove the defendant’s intent to violate the law, and therefore,

denying SunTrust summary judgment on the question of whether it intended to

violate the law by offering overdraft coverage ; and (6) denying SunTrust summary

judgment as to claims arising after the 2014 amendment to Georgia’s usury law.

In Case No. A24A1701, Bickerstaff argues that the trial court erred in: (1)

changing the class definition to require class members to have been Georgia citizens

continuously from the date the complaint was filed to October 6, 2017 ; (2) entering

summary judgment in favor of SunTrust and barring all claims accruing before July

12, 2009, due to the usury statute of limitations ; and (3) compelling class members

who closed their accounts before June 1, 2010, to arbitrate. For the reasons that

follow, we affirm in part, and reverse in part.

Case Nos. A24A1700 and A24A1702

5 1. SunTrust argues the trial court failed to enforce OCGA § 9-11-4’s

jurisdictional requirement that a summons must be issued and signed by the clerk.

SunTrust claims it was served with a proposed summons form eFiled by Bickerstaff’s

counsel and containing a blank signature line. “A trial court’s ruling on a motion to

dismiss a complaint for insufficient service of process will be upheld on appeal absent

a showing of an abuse of discretion. Factual disputes regarding service are to be

resolved by the trial court, and the court’s findings will be upheld if there is any

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