Boozer v. Higdon
Decision Date | 14 March 1984 |
Docket Number | No. 40167,40167 |
Citation | 313 S.E.2d 100,252 Ga. 276 |
Parties | BOOZER v. HIGDON. |
Court | Georgia Supreme Court |
C. James Jessee, Jr., C. James Jessee, Jr., P.C., Atlanta, for Harriett F. Boozer.
M. Michael Egan, Jr., Phillips & Mozley, Atlanta, J. Eugene Wilson, College Park, Max D. Kaley, Marietta, for Doris H. Higdon.SMITH, Justice.
Harriet Boozer and Donna Higdon are sisters.In 1974 Higdon was adjudicated mentally incompetent and Boozer was appointed guardian of her person and property in Cobb County Probate Court.Higdon was declared restored to competency in 1979, and in June of 1980she sued Boozer in Fulton County Superior Court for alleged fraud and mismanagement of her estate during the period of her incompetency.The gravamen of Higdon's complaint is that Boozer wrongfully appropriated $11,527.50 from her estate and used the money to pay medical and funeral expenses of their mother, who passed away in 1975.Boozer defended in part by asserting that the mismanagement issue had already been litigated and decided in her favor in Cobb County Probate Court.In support of her res judicata plea Boozer offered a certified copy of a probate court judgment, dated April 27, 1981, which stated that a full accounting of the Higdon estate had been made and that no improper expenditures or mismanagement occurred.
The superior court judge rejected Boozer's res judicata defense, granting partial summary judgment for Higdon in the amount of $11,527.50 plus interest.Boozer and Continental Insurance Co., the surety on Boozer's guardian bond, appealed, and the Court of Appeals affirmed.Continental Ins. Co. v. Higdon, 167 Ga.App. 231, 306 S.E.2d 20(1983).Citing Watts v. Kuntdz, 128 Ga.App. 797, 197 S.E.2d 859(1973), for the proposition that the entire record of the prior action must be introduced into evidence for a plea of res judicata to lie, the court held that Boozer had failed to sufficiently prove her res judicata defense.We granted Boozer's application for certiorari to decide in part whether the party relying on the defense of res judicata must introduce the entire record of the prior suit, or whether that party need only introduce those parts of the record sufficient to prove the defense.We reverse.
1.We have examined the opinions of this court and the Court of Appeals pertaining to this issue, and we acknowledge that they are not entirely clear.In the leading case of Gibson v. Robinson, 90 Ga. 756, 16 S.E. 969(1892), Justice Lumpkin had this to say concerning the requirements for proving a res judicata defense: Id. at 763, 16 S.E. 969.(Emphasis in original.)
Since Gibson v. Robinson was decided, our courts have faithfully adhered to its "entire record" rule, with a few notable exceptions.SeeStringfellow v. Stringfellow, 112 Ga. 494, 37 S.E. 767(1900);Ranger Construction Co. v. Robertshaw Controls Co., 158 Ga.App. 179, 279 S.E.2d 477(1981).This court reaffirmed its continued allegiance to the rule as recently as 1975, in Drummond v. Fulton Co. Dept. of Family & Children Services, 237 Ga. 449, 454, 228 S.E.2d 839(1976).But in a 1981 decisionwe indicated, in dicta, that only "such portions of the other case as are necessary to support a plea of res judicata must be proved in a manner provided by law."Outz v. Whitworth, 248 Ga. 208, 281 S.E.2d 620(1981).(Emphasis supplied.)See alsoDrummond, supra, 237 Ga. at 459-60, 228 S.E.2d 839(Hill, J., concurring specially).
We now think that the interests of judicial economy and finality require that we modify the ruling in Gibson v. Robinson in order to bring it more in line with the realities of modern practice.In a time when the transcripts and records of cases routinely consist of several hundred pages of printed material and sometimes exceed a thousand pages, it is unrealistic and wasteful to require introduction of an entire record to prove a res judicata defense when excerpted portions of the record, selected testimony, or even a certified copy of the final judgment in the prior case may be sufficient to prove the defense.We therefore hold that a litigant seeking to prove a res judicata defense need introduce only those parts of the record of the prior proceeding, duly certified, which are necessary to prove the defense.
The requirements of proof will necessarily differ in each case, depending on the facts of the case and the precise defense raised.See1B Moore's Federal Practice Para. 0.408, p. 293 (2d ed. 1983).For example, a litigant who pleads res judicata must...
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