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Tony Lenoy Strangev.Bertha Mae Towns et al.

CourtCourt of Appeals of Georgia
Docket No.A14A0983
DecidedMarch 4, 2015
Reporter330 Ga. App. 876; 769 S.E.2d 604
JudgesCourt of Appeals of Georgia, Fourth Division; Presiding Judge Doyle and Judges Miller and Dillard; Judge Miller authored the opinion
Tags
CivilProperty LawContract LawContract InterpretationStatutory InterpretationDeclaratory JudgmentReversal
Case Summary

Tony Lenoy Strange brought a declaratory judgment action seeking a ruling that he was the sole trustee of his mother Pauline’s inter vivos trust. After Pauline’s 2011 trust amendment named Tony and two relatives as successor co-trustees, she signed a July 2012 durable power of attorney stating that Tony should serve as executor of her estate and the trust and had full ownership pursuant to her final wishes. Pauline later died, and the trial court rejected Tony’s claim that the document validly revised the trust. The Court of Appeals of Georgia reversed. The trust expressly reserved Pauline’s power to amend, and OCGA § 53-12-40 required only a written instrument signed by the settlor. The trial court therefore erred in finding the power of attorney invalid because of notarization; the notary’s identifying stamp satisfied the governing statute. The document also unambiguously showed Pauline’s intent to modify the trust, despite her use of “executor” and “revoke,” because it identified Tony as the person with full ownership and Georgia law treats a power to revoke as including a power to modify. Pauline’s later letter asking the law firm to update the trust did not undo the completed written modification. The judgment was reversed.

Opinion

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Tony Lenoy Strange v. Bertha Mae Towns et al. — The Atlanta Gleaner