Garner v. Redwine
309 Ga. App. 158
Ga. Ct. App.2011Background
- Elizabeth Redwine Garner sought a declaratory judgment regarding the third amendment to her father's revocable trust, specifically about the contents of his personal residence.
- The trustee filed a competing declaratory judgment petition and sought to resign due to health issues; a settlement with the Redwines followed.
- The settlement required the Redwines to hold the personal contents in trust and not distribute until resolution of Garner's civil action.
- A temporary restraining order and injunction preserved the status quo regarding the personal contents of the home.
- The third amendment provides that the trust becomes irrevocable at death and contains a specific bequest structure (7.1.1) and a trust remainder (7.2), with Garner's share including the personal contents if she elects to receive them and the contents' value deducted from her share.
- At death, the trust was over $30 million, but assets were insufficient to fund the $8 million specific bequest plus taxes and administration.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Garner has a declaratory-judgment right to the personal contents | Garner seeks guidance on her rights to the contents. | Redwines contend settlement/disposition moots the issue. | Court held declaratory-judgment jurisdiction exists; status quo preserved. |
| Whether trustee was a necessary party to Garner's declaratory action | Trustee omission should not bar review since no ruling on joinder occurred. | Trustee should have been joined as a necessary party. | No reversible error; no ruling below on joinder to review. |
| Whether Garner is precluded by a consent decree from contesting the amendment's meaning | Consent decree bars any challenge to the third amendment. | Consent decree precludes only contesting validity, not construction. | Consent decree does not bar Garner from seeking guidance on interpretation. |
| Whether the language creates a specific gift to Garner or renders it general for abatement purposes | The specific instruction to distribute the contents to Garner makes it a specific bequest. | Even with a stated deduction, the gift could be general if intended as a residue. | Language shows Garner's entitlement to the personal contents as a specific bequest, not a general legacy. |
| Whether the trust had funds to satisfy the $8 million bequest, taxes, and expenses | Sufficient funds exist to fund the specific bequests before remainder. | There were insufficient funds to meet all obligations. | Case A10A1694 deemed moot after reversal in A10A1693. |
Key Cases Cited
- Henderson v. First National Bank of Rome, 189 Ga. 175 (1939) (specific devise interpreted by language and intention; not rendered general by remainder)
- Sinclair v. Sinclair, 284 Ga. 500 (2008) (liberal construction of declaratory judgments to resolve rights in estate administration)
