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Davis v. Parris
289 Ga. 201
Ga.
2011
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Background

  • 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)
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Case Details

Case Name: Davis v. Parris
Court Name: Supreme Court of Georgia
Date Published: May 16, 2011
Citation: 289 Ga. 201
Docket Number: S11A0374
Court Abbreviation: Ga.