In re Estate of Hubert
325 Ga. App. 276
Ga. Ct. App.2013Background
- Four siblings serve as co-executors of Ruth S. Hubert’s estate and seek to equalize assets per her plan.
- A 2010 mediated settlement designated an accountant to value assets and resolve open items before equalization.
- The accountant produced a draft report with unresolved issues; the probate court proceeded to perform the final equalization calculations.
- Appellants contend the court modified the settlement by skipping steps and applying Paragraph 2 directly, contrary to the agreement.
- The court removed all four siblings as executors and awarded attorney fees to Judith Manning; bonds were required on appeal.
- On appeal, the court reverses in part, remands for compliance with the settlement procedures, and affirms in part.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the court properly enforced the settlement | Manning | Huberts | Remand to follow settlement procedures |
| Whether discounts must be removed in equalization | Huberts | Manning | Fact-intensive; remand to determine intermediate discounts |
| Whether interest may be imposed on certain payments | Huberts | Manning | Ambiguity resolved for overpayment interest; remand as needed |
| Whether removal of co-executors was appropriate | Huberts | Manning | There was good cause; removal affirmed |
Key Cases Cited
- Anaya v. Coello, 279 Ga. App. 578 (Ga. Ct. App. 2006) (de novo review of settled-agreement enforcement when facts undisputed)
- In re Estate of Huff, 287 Ga. App. 614 (Ga. Ct. App. 2007) (upholds appellate review of contract-interpretation claims in estate actions)
- Scherer v. Testino, 291 Ga. 75 (Ga. 2012) (enforce contracts as made; cannot rewrite terms)
- King Cotton v. Powers, 200 Ga. App. 549 (Ga. Ct. App. 1991) (duty to construe contracts as written)
- Beale v. O'Shea, 319 Ga. App. 1 (Ga. Ct. App. 2012) (lay opinion admissibility based on familiarity with subject matter)
- Ludwig v. Ludwig, 281 Ga. 724 (Ga. 2007) (trustee duties; damages requirement for fiduciary claims)
