Summary
ruling that mere possibility of conflict did not automatically prelude service as guardian where guardian was estopped to seek to establish adverse interest in property and no such attempt had been made
Summary of this case from In re Estate of RodgersOpinion
48191.
SUBMITTED MAY 1, 1973.
DECIDED MAY 31, 1973. REHEARING DENIED JUNE 20, 1973.
Appointment of guardian. Gwinnett Superior Court. Before Judge Pittard.
Greer, Sartain Carey, Tifton S. Greer, for appellant.
Glyndon C. Pruitt, Merrell H. Collier, for appellee.
1. When the appointment of a guardian becomes necessary because of youth or mental incompetence, the next of kin is entitled if unobjectionable. Where, however, issues of fact are raised as to the fitness and qualifications of such person to manage the estate in the best interests of the ward, the ordinary in the first instance and the jury on appeal is vested with a discretion in the choice of the fiduciary.
2. The appointment of the widow of the incompetent's deceased son as her guardian is not illegal because of a possibility of a conflict of interest, the widow being also the administratrix of her husband's estate. Should the widow as administratrix in fact assume the legal position formerly adopted by her husband, to the effect that certain deeds from him to his mother should be set aside, and initiate any action based thereon, she would undoubtedly be disqualified from continuing as guardian, but the bare possibility that such action might be taken in the future is insufficient to disqualify her.
3. The fact that the jury was made aware of the prior decision in the court of ordinary, from which this appeal resulted, does not under the facts shown here necessitate a new trial.
4, 5. The remaining enumerations of error are without merit.
SUBMITTED MAY 1, 1973 — DECIDED MAY 31, 1973 — REHEARING DENIED JUNE 20, 1973.
Mrs. Ethel Kelley having become totally incompetent, a contest for appointment of a guardian arose in the Court of Ordinary of Gwinnett County in which her two sons, George and James, were ranged on opposite sides. A judgment was entered in November, 1971, appointing Willene Kelley, George's wife, as guardian, from which ruling James, who had unsuccessfully applied for letters of guardianship to himself, appealed to the Superior Court of Gwinnett County. About two months prior to the trial of the appeal in July, 1972, George died and Willene Kelley was appointed administratrix of his estate. The trial of the appeal resulted in a jury verdict in favor of the appellee guardian from which the incompetent's surviving son appeals.
1. The evidence of each of the parties to this lawsuit raises some doubt about the qualifications of the other to administer the estate held in trust for the ward in a completely disinterested manner. There was testimony concerning a purported deed from the incompetent to the appellant dated at a time when she was physically incapable of placing a mark on it or understanding its contents. There was other testimony regarding land in Forsyth County left by the ward's deceased husband to herself and her two sons; deeds dated in 1952 and recorded in 1971 were, according to the guardian's testimony, challenged by her husband while in life on the ground that his name signed as grantor was not in fact his signature or placed there with his consent. The deeds conveyed the one third interest of each son to the mother. Other evidence would have authorized a finding that both George and James Kelley were at one time jointly interested in setting aside the deeds on account of gift tax consequences. There were numerous other material contradictions in the testimony.
Code § 49-107 provides that among collaterals applying for guardianship the next of kin, if otherwise unobjectionable, is to be preferred, but the ordinary may exercise his discretion and if necessary appoint a stranger in blood. The nearest relative thus has an absolute right to the appointment if unobjectionable. Johnson v. Kelley, 44 Ga. 485; Armor v. Moore, 104 Ga. 579, 581 ( 30 S.E. 821). But the words objectionable, or even unfit, refer not to moral qualities exclusively but to any position or course of dealing which leads to the conclusion that the interest of the person selected is adverse to that of the estate. Davis v. Davis, 33 Ga. App. 628 ( 127 S.E. 779). Whether or not the positions taken by the appellant and the commingling of his personal funds with those of the incompetent were adverse to her interest cannot absolutely be decided as a matter of law. There was, then, a discretion vested in the ordinary in the original appointment, and that same discretion rests in the jury on appeal. Chalker v. Thornton, 31 Ga. App. 791 (1) ( 122 S.E. 244).
2. "It is difficult to conceive of a more confidential relation that can exist between two persons than that of guardian and ward, insofar as the property rights of the latter are concerned." Short v. Mathis, 107 Ga. 807, 810 ( 33 S.E. 694). The guardian may not use trust funds for his own profit. Code § 108-429; Swann v. Wright, 180 Ga. 323, 326 ( 179 S.E. 86). But a mere possibility of conflict of interest will not automatically preclude the exercise of the trust where the fiduciary is otherwise qualified. Gay v. Gay, 226 Ga. 90 ( 172 S.E.2d 690). While it is true that the appellee's testimony indicates that she believed testimony of her deceased husband that the latter's signature on the 1952 deed from him to the incompetent was spurious, she also testified that as administratrix of her husband's estate she was not claiming any interest in the property. As guardian she would of course be estopped to attempt to set up an adverse title (Code § 38-117) and proof of any attempt to do so would disqualify her for that position. No such attempt, however, has been made. The possible conflict of interest was one of the issues to be considered by the jury as a factual question rather than one of law for this court.
3. The trial court removed from the papers going to the jury room the order of the ordinary appointing Mrs. Kelley as guardian, but did leave the appeal bond, and instructed the jury that this was an appeal complaining of the order appointing her as such. The superior court trial is a de novo investigation. Is it reversible error to allow the jury to know what the outcome was in the Court of Ordinary? Code § 6-501 provides that the appeal "brings up the whole record from the court below, and all competent evidence shall be admissible on the trial thereof, whether adduced on the former trial or not; either party is entitled to be heard on the whole merits of the case." In a de novo damage suit for eviction an appeal to which this section was applicable was tried in the superior court and error assigned on allowing the appeal bond to go before the jury. As stated in Shuman v. Smith, 100 Ga. 415, 417 ( 28 S.E. 448): "It is the practice in the superior court in appeal cases to hand to the jury all the papers connected with the appeal. The jury, if they read the appeal bond, would necessarily see that the appellant lost his case in the lower court. This would not, we believe, in such a case be cause for granting a new trial and setting aside the verdict." Enumerations of error 5 and 7 are without merit.
4. We have examined the remainder of the court's instructions to the jury and find no reversible error. The statement that the papers sent out with the jury were not evidence but constituted contentions and actions of the court would not, if the papers were examined, cause the jury to believe the court was contending, or expressing an opinion, contrary to Code § 81-1104. In view of what has been said above it was also proper to inform them that "the ordinary, and in this case the jury, you the jury, however, in every case may exercise his or its discretion according to the circumstances and if necessary grant the letters to a stranger in blood."
5. Three enumerations of error go to rulings sustaining objections to questions asked of the appellee on cross examination. Since the questions were rephrased and substantially the same information adduced, no reversible error is shown. The question, relating to no state of facts in particular: "Which would you try to protect, your husband's interest or the interest of Mrs. George L. Kelley, Sr.?" was based on a hypothesis not established, that is, that the appellee's interests as administratrix and guardian were necessarily antithetical, and called for a conclusion as to a future event. It was properly disallowed.
Judgment affirmed. Bell, C. J., and Quillian, J., concur.