Urban v. Lemley; and v.ce v.rsa., 232 Ga. App. 259, 501 S.E.2d 529 (1998)
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Summary
Judgments affirmed in part and reversed in part. McMurray, P. J., and Eldridge, J., concur.
Summary
Judgments affirmed in part and reversed in part. McMurray, P. J., and Eldridge, J., concur.
Text
Brennan & Wasden, Joseph P. Brennan, James V. Painter, for appellant.
Jessie G. Beck died in December 1993, leaving a will naming Isamae Bullard Urban and Julian M. Head as co-executors of her estate. At the time of her death, Beck and Head were listed as joint holders of a checking account at Wachovia Bank and a money market account at Trust Company Bank. They also jointly owned a tax-free municipal bond issued by the Macon-Bibb County Hospital Authority. Head died in February 1994, naming Ann E. Lemley as executrix of his estate.
Urban, as executrix of Beck's estate, sued Lemley, as executrix of Head's estate, contending that the bond and the funds in the two accounts were the property of Beck's estate. Lemley claimed that the funds and the bond were solely the property of Head's estate. The trial court denied both parties' motions for partial summary judgment with respect to the joint accounts and granted Lemley's motion for partial summary judgment with respect to the municipal bond. In these cross-appeals, the parties appeal these rulings.
"Summary judgment is proper when there is no genuine issue of material fact and the movant is entitled to judgment as a matter of law. OCGA
1. The joint bank accounts. At the time of Beck's death, she and Head were listed as joint holders of a checking account at Wachovia Bank and a money market account at Trust Company Bank. Urban and Lemley each moved for partial summary judgment, contending that the funds in such accounts belonged solely to their respective estates. The trial court denied both motions, and the parties appeal.
Both parties rely on OCGA
Urban relies on several pieces of evidence to support her contention that Beck did not intend for the funds to go to Head at her death. Urban testified that, in 1989, when Beck was in ill health, Beck told her she had a joint account that Head could use to buy groceries for her and pay her bills when she could not take care of herself. However, this testimony regarding Beck's alleged statement constitutes hearsay. As such testimony is in the interest of Beck's estate, it does not come within the hearsay exception for statements against interest, and the fact that Beck is now deceased does not change this result. See Chrysler Motors Corp. v. Davis,
Moreover, even if admissible, Beck's alleged statement would not constitute evidence of her intent at the time the accounts were opened. The statement was made in 1989, years before the accounts at issue in this case were established. The Wachovia account was not opened until April 1992, and the Trust Company account was made a joint account in February 1993. Urban had no discussions with Beck or Head about these accounts. Beck's alleged statement to Urban years earlier, relating to a separate account, does not create a jury question as to her intent in opening the accounts at issue in this case. Furthermore, with respect to the Trust Company account, the record contains a copy of a signature card signed by Beck acknowledging the survivorship features of the joint account. Thus, the only direct evidence relating to Beck's intent at the time she opened the accounts shows that she intended the survivorship provisions to apply to the Trust Company account.
Urban also relies on an affidavit submitted by Robert Schivera, an attorney who represented Beck's estate. Schivera stated that, about a week after Beck's death, he had a meeting with Urban and Head, who were named joint executors of Beck's estate, to discuss the probate of Beck's will. Schivera said that, at this meeting, the parties discussed Head's possible claim to the funds in the accounts. According to Schivera, Head "stated that he did not consider the funds in those accounts to be his, but rather that they belonged to the estate of Jessie Beck."
Even if Schivera's account of this discussion is believed, it relates only to Head's understanding, after Beck's death, of his claim to the funds in the accounts. However, Head's understanding is not the critical issue. Under OCGA
Urban also testified that, in 1988 or 1989, Head began collecting certain rents on Beck's behalf, and that Beck on one occasion indicated that Head was not sufficiently vigilant in collecting payment. However, this testimony does not in any way relate to Beck's intent in setting up the joint accounts at issue in this case.
As Urban has not presented any admissible evidence raising a factual issue regarding Beck's intent, she has not overcome the statutory presumption that the funds in the accounts belonged to Head at Beck's death. Accordingly, the trial court erred in denying Lemley's motion for summary judgment with respect to the funds in the accounts at the time of Beck's death. The trial court correctly denied Urban's motion for summary judgment on the same issue.
2. The house funds. After Beck's death, Head deposited $22,760.78 into the Wachovia account, representing proceeds from the sale, pursuant to his power of attorney, of certain real property owned by Beck (the house money). Urban contends that the house money is property of Beck's estate and that the trial court erred in failing to grant summary judgment to her with respect to such funds.
In her motion for summary judgment, Urban did not advance a separate rationale for her entitlement to the house money, merely contending that she was entitled to all of the funds in the two accounts (including the house money) due to the application of OCGA
In an attempt to defeat the survivorship provision of the bond, Urban relies on OCGA
Thus, in order to constitute a "joint account" for purposes of OCGA
Apart from OCGA
Weiner, Shearouse, Weitz, Greenberg & Shawe, Aron G. Weiner, Edwin R. Byck, for appellee.
1998
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