LAW.coLAW.co

Foster, administrator, et al. v. Allen

Supreme Court of Georgia1946-10-09No. No. 15585
201 Ga. 348

Summary

Holding. A guardian of an insane widow may elect on her behalf to claim a child's share of an estate in lieu of dower rights, provided the guardian seeks and obtains advance court approval through proper proceedings. The judgment was affirmed.

A guardian petitioned an equity court to allow an institutionalized widow to elect to receive a child's share of an estate in lieu of her dower rights. The defendants challenged this action on multiple grounds, including that the parties had signed a contract purporting to waive the widow's interests and that a guardian lacks authority to make such an election on behalf of an incompetent ward. The trial court directed a verdict for the guardian, found the contract contrary to public policy, and refused to hear evidence supporting it. The trial court then granted the widow a child's share of the undevised realty rather than dower.

On appeal, the court rejected the argument that a guardian cannot exercise election rights on behalf of an insane widow. The court reasoned that a guardian's core function is to protect the incompetent person's interests when that person cannot act independently. Although the court acknowledged prior cases restricting elections by executors of deceased widows and noting that divorce suits cannot be maintained on behalf of incompetent persons, it found these authorities inapplicable. The court concluded that so long as the guardian seeks and obtains court approval—as occurred here through the equity petition—the guardian may properly elect to claim the child's share within the statutory time period to protect the ward's vital financial interests.

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

Key issues

  • Whether a guardian may exercise an election right on behalf of an incompetent ward
  • Whether a contract purporting to waive a widow's estate rights is contrary to public policy
  • The scope and limits of prior case law restricting elections by executors and next friends

Procedural posture

The guardian of an insane widow filed an equity petition seeking to annul a contract and to elect a child's share of realty in lieu of dower; the trial court directed a verdict for the guardian and entered judgment accordingly; the defendants appealed.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Jenkins, Presiding Justice.

In accordance with the rules of law set forth in the syllabus, the petition was not subject to demurrer, on the ground that the parties to the contract are in pari delicto, or on the ground of estoppel by judgment, where that part of the judgment in the previous probate proceedings setting up the contract had been sought by motion to be stricken, and had been in fact properly stricken at the time the demurrer was overruled. The main issue in the present equitable petition being whether or not the contract was contrary to public policy, it was not error for the court, upon proof of the material allegations in the petition, to direct a verdict for the plaintiff guardian, annulling the agreement referred to, and to refuse to permit the defendant administrator to introduce evidence in support of such agreement, which evidence was intended to show that the widow was sane at the time the contract was entered upon, or that the contract was supported by a good and valuable consideration as a family agreement.

But it is further contended that, under the rule announced by this court in LaGrange Mills v. Kener, 121 Ga. 429, 433 (2) (49 S. E. 300), the guardian of the insane widow could not elect for her to take a child’s share of the undevised realty in lieu of dower, and that therefore the verdict and judgment including the same, as entered for her in accordance with the prayers of her guardian’s petition, was unauthorized. The LaGrange Mills case, just referred to, stated the contention of one of the parties therein, and seems to have dealt with the case on the assumption that such an election by the widow must be a personal one, citing Worthy v. Worthy, 36 Ga. 45 (91 Am. D. 758), to the effect that a suit for a divorce is strictly personal, and can not be maintained by one bringing the action as next friend. The- LaGrange Mills case also cites as authority Beavors v. Winn, 9 Ga. 189, and see also Wilson v. Bell, 45 Ga. 514, to show that an election to take a child’s part of the estate instead of dower can not be made by the executor of the widow. However the ruling made in the LaGrange Mills case was solely to the effect that no election was required by the widow to claim dower, as was there sought, and that consequently the doctrine of election by the widow to claim a child’s share in lieu of dower had no application. Therefore it appears that no actual ruling by this court has been made upon the question as to whether or not the rights of an insane widow can be protected by permitting her guardian to elect to take for her a child’s share in lieu of dower. The cases which preclude any such right of election by the executor or administrator of a widow who had become deceased are manifestly not in point. In such a case the estate of the widow had vested under her will, or in favor of her heirs at law, according to the status as it existed at the time of her death. The normal right of the widow is for dower; it takes affirmative action on her part to claim in lieu thereof a child’s share. Nor do we think that the ruling that a divorce suit can not be maintained in behalf of an insane person by her next friend has any bearing upon the point here in issue. Frequently, as in the instant case, the widow has a vital interest in renouncing her right to dower, and claiming in lieu thereof a child’s share of the estate. If such an election be not made within twelve months the right to so elect, as was said in the LaGrange Mills case, is gone. One appointed guardian of the property of an insane person is required to give bond. His function is to stand in the shoes of the insane ward and protect her interest, which she, as an incompetent, is unable to do for herself. But the office being fiduciary in character, the guardian is hedged about in the exercise of his discretion, and except in the instances specified by statute, is required to obtain the approval in advance of the court to which he is amenable before exercising his own discretion in decisions which affect the interest of his ward. While, as was said in the LaGrange Mills ease, we can see no reason why the limitation as to the time for an election such as is here involved should not be made within the statutory period, we can likewise see no reason, why the interest of an insane widow, who is unable to elect for herself, should be sacrificed by holding that her guardian, appointed to protect and defend her interest and acting under the supervision and approval of the superior court, should he held helpless and powerless to function in her behalf, when and if he seeks and receives the sanction and approval of the court whose duty it is to safeguard her from imprudent acts of her guardian. This seems to be the settled trend of general authority. See 9 B. C. L. 604; 17 Am. Jur. 760. In the instant case the guardian is seeking the approval of the chancery court. His original petition in equity sought a decree to a child’s share in the realty. Although the defendants resist her right to recover anything except under the agreement which she had signed, it does not appear that at any stage of the trial they have questioned the election made, except for the one reason indicated.

Judgment affirmed.

All the Justices concur.