Davis v. Parris
289 Ga. 201
Ga.2011Background
- In 1980 Grady and Fronice Price executed a joint and mutual will, providing that the survivor would take all property in fee simple, with residue to be divided equally among their four children after the survivor's death.
- Grady died in 2005; Fronice probated the 1980 will and, as executor, conveyed Grady's estate to herself.
- In 2005 Fronice executed a new will leaving 20% to Deana and the residue to Deana and Diane's children, with nothing for Darrell or his child.
- Deana obtained Fronice's power of attorney and conveyed Fronice's real estate to her and to Diane's child.
- Fronice died in 2008; Deana probated the 2005 will and Diane caveated, seeking to probate the 1980 will as Fronice's last will.
- The trial court held the 1980 will was joint and mutual under pre-1998 law and that a contract not to revoke existed, ordering specific enforcement; appeal followed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Does the 1998 probate code apply? | Deana argues code applies to contracts entered after 1998. | Diane/Darrell contend contract law as of 1980 governs, not 1998 code. | No; prior law applied to pre-1998 contracts. |
| Was the 1980 will mutual such that a contract not to revoke existed? | Will shows mutuality and survivor benefits; contract exists. | Mutuality unclear; no express contract required by earlier law. | Yes; the 1980 will was mutual and created an enforceable contract not to revoke. |
| Was the 1980 fee simple conveyance to Fronice a marital trust? | Conveyance resembled a marital trust enabling survivor's flexibility. | Not a marital trust; described as an effortless substitute. | No; not a marital trust; the court's analogy was without merit. |
| Did Fronice's 2005 will evidence a contract not to revoke the 1980 will? | Question of contract remains; could affect enforcement. | No ruling on whether 2005 will created a contract. | Not decided on appeal; issue not resolved. |
| Is specific performance proper given the contract not to revoke? | Remedy should operate to enforce the contract. | Unclear or insufficiently definite contract. | Yes; specific performance appropriate given clear, definite terms. |
Key Cases Cited
- Webb v. Smith, 220 Ga. 809 (1965) (joint will treated as mutual when reciprocal consideration exists)
- Johnson v. Harper, 246 Ga. 124 (1980) (express mutuality supports irrevocable contract to not revoke)
- C & S Nat. Bank v. Leaptrot, 225 Ga. 783 (1969) (contract-like effect of mutual wills; irrevocability if contract exists)
- Hodges v. Callaway, 279 Ga. 789 (2005) (pre-1998 statute required express expression of mutuality)
- Simmons v. Davis, 240 Ga. 282 (1977) (reliance on Simmons assumed mutuality without explicit statutory context)
- Magnetic Resonance Plus, Inc. v. Imaging Systems Intl., 273 Ga. 525 (2001) (tolls to determine applicable law for pre/post-code contracts)
- Bandy v. Henderson, 284 Ga. 692 (2008) (interpretation of former OCGA § 53-2-51(b) on mutual wills)
- Lampkin v. Edwards, 222 Ga. 289 (1966) (mutual wills may be separate or joint; revocation affects all)
- Simmons v. Davis, 240 Ga. 282 (1977) (citation appears again; mutuality in earlier context)
