Leone Hall Price Foundation v. Baker, 276 Ga. 318

577 S.E.2d 779 (2003) · Supreme Court of Georgia · March 10, 2003 · No. S03A0081

Summary

The Supreme Court of Georgia held that a charitable foundation had standing to appeal a probate court's approval of a will-contest settlement. Because the proposed settlement would dissolve the foundation, the foundation was a beneficiary affected by the settlement under OCGA § 53-5-25 and its consent was required. The court reversed the probate court's judgment because the foundation had not assented to the agreement.

Holdings

  1. The Foundation had standing to appeal the ruling that its consent to the settlement was unnecessary.
  2. The Foundation was a beneficiary under the decedent's will and was affected by the proposed settlement; therefore, its written assent was required under OCGA § 53-5-25(b).
  3. Because the Foundation did not consent, the settlement did not bind it and there was no valid settlement among all beneficiaries.

Questions Presented

  1. Whether the Foundation had standing to appeal the probate court's ruling that its consent to the settlement was unnecessary.
  2. Whether the Foundation was a beneficiary affected by the proposed settlement under OCGA § 53-5-25(b), such that its written assent was required.
  3. Whether a settlement lacking the Foundation's assent could bind all beneficiaries or constitute a valid settlement among them when statutory compliance was not mandatory.

Disposition

reversed

Cases Cited (9)

  • Wammock v. Smith, 143 Ga. App. 186, 237 S.E.2d 668 (1977)(followed)
  • Bagwell v. Henson, 124 Ga. App. 92, 183 S.E.2d 485 (1971)(followed)
  • Astin v. Callahan, 222 Ga. App. 226, 474 S.E.2d 81 (1996)(followed)
  • Henderson v. Collins, 245 Ga. 776, 267 S.E.2d 202 (1980)(followed)
  • Woodruff v. Trust Co. of Ga., 233 Ga. 135, 210 S.E.2d 321 (1974)(distinguished)
  • Warren v. Bd. of Regents of the Univ. Sys. of Ga., 247 Ga. App. 758, 544 S.E.2d 190 (2001)(followed)
  • King v. King, 199 Ga. App. 496, 405 S.E.2d 319 (1991)(followed)
  • Beckworth v. Beckworth, 255 Ga. 241, 336 S.E.2d 782 (1985)(followed)
  • Weill v. Brown, 197 Ga. 328, 29 S.E.2d 54 (1944)(followed)

Cited In (0)

No citing cases on record yet.

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