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Pearce, executor, et al. v. Smith, administrator, et al.; et vice versa

Supreme Court of Georgia1925-04-18No. Nos. 4745, 4746
160 Ga. 337

Summary

Holding. The court affirmed the judgment, holding that the trial judge properly overruled the plaintiffs' exceptions of fact and law, that the case did not require jury submission of factual issues because it was an equitable matter decided by an auditor and judge, and that the motion to recommit was correctly denied because the asserted grounds should have been raised as exceptions to the auditor's report rather than as grounds for recommittal.

An executor and other estate beneficiaries filed an equitable action seeking receivership, accounting, and related relief concerning a decedent's estate. The case was submitted to an auditor who prepared a report; the plaintiffs then filed exceptions to both the auditor's findings of fact and conclusions of law, along with a motion to recommit the case. By consent order, the trial judge was authorized to rule on these exceptions and render a final decree in chambers, with full appellate rights preserved.

The trial judge overruled certain exceptions of fact and some exceptions of law while sustaining others. The plaintiffs appealed, challenging the judge's rulings on their exceptions. The appellate court upheld the trial judge's decisions, including the rejection of amendments to the defendant's answer that sought to characterize certain services as compensable rather than gratuitous and to relieve one defendant from forfeiture of her administrative commission.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether amendments to defendant's answer adequately pleaded grounds for compensating services and relieving forfeiture of commission
  • Whether equitable cases referred to auditors must be submitted to jury when exceptions are filed
  • Proper procedure for raising errors in an auditor's report through exceptions versus motions to recommit

Procedural posture

The plaintiffs appealed by writ of error from a judgment of the trial court that overruled their exceptions of fact and law to an auditor's report in an equitable action concerning an estate.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Beck, P. J.

D. R. Pearce, executor, filed against the defendants an equitable petition praying for receivership, accounting, and other equitable relief. Parties other than the original plaintiff, who were interested in the estate in controversy, became plaintiffs by intervention. The case was referred to an auditor, who heard the case and in due course made and filed his report containing findings of fact and of law. The plaintiffs filed exceptions of law and fact, and a motion to recommit the case to the auditor. Subsequently an order was passed by consent, under the terms of which the presiding judge “took said exceptions of law and said exceptions of fact and said motion to recommit under consideration in vacation; and by the terms of which said order the said judge was authorized and empowered to rendera judgment upon said exceptions of law and.fact and said motion to recommit, and to render •a final or such other judgment in said cause, in vacation, as he might deem proper; the judgment and decision of said judge so rendered in vacation to have the same force and effect as if rendered in term, and with the right of exception and appeal preserved to all parties in said cause.” In the judgment rendered certain exceptions of fact filed by the plaintiffs were overruled. Certain exceptions of law were sustained and others overruled. To the judgment overruling exceptions of law and fact the plaintiffs excepted and brought the questions thus raised by writ of error to this court. Held:

1. The demurrer to the amendment to the answer of the defendant was properly overruled. The amendment referred to set forth certain grounds and reasons showing why the services of the sister of the decedent whose estate was involved in this case and the services of her husband should not have been regarded as gratuitous, and the various paragraphs of this amendment to the answer were sufficient as against the demurrer criticising them upon the ground that they were vague, indefinite, and uncertain.

2. This ruling also applies to the paragraph of the amendment which set forth reasons showing why the defendant, Mrs. E. E. Smith, should be relieved of the forfeiture of her commission as administratrix.

3. This was an equitable action and was referred to an auditor, who duly filed a report, to which exceptions of law and fact were filed by the plaintiff, and the court was not required to submit the issues- of fact to a jury, it not appearing that there was any approval by the judge of the exceptions of fact; and especially is this true in view of the order submitting the case to the judge, by the terms of which order he might render a final decree, or such other decree as he saw fit, in vacation.

4. The motion to recommit in this case was properly overruled. The grounds upon which it was predicated were such as should properly be made in exceptions to the report of the auditor, and it is not alleged as a ground for recommittal that the auditor failed separately to state rulings, to classify and state findings, or that there was lack of fullness in his report. The court is not required to recommit for errors of law or errors of calculation, or unauthorized findings of fact, though he may do so in certain eases; for errors in those respects may be pointed out in exceptions to the findings and a judgment of the court thereon invoked. Civil Code, § 5139.

Nos. 4745, 4746.

April 18, 1925.

Equitable petition. Before Judge Crum. Pulaski superior court. November- 25, 1924.

Lawson & Ware and Duncan & Nunn, for plaintiffs.

H. E. Coates and Jones, Parle & Johnston, for defendants.

5. The judge was authorized, under the evidence, to overrule the exceptions of fact.

Judgment affirmed on the main hill of exceptions; cross-hill dismissed.

All the Justices concur.