HAMON v. CONNELL ( 2023 )


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  • NOTICE: This opinion is subject to modification resulting from motions for reconsideration under Supreme Court
    Rule 27, the Court’s reconsideration, and editorial revisions by the Reporter of Decisions. The version of the
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    official text of the opinion.
    In the Supreme Court of Georgia
    Decided: February 7, 2023
    S22G0405. HAMON v. CONNELL et al.
    MCMILLIAN, Justice.
    Diane Dickens Hamon filed a medical malpractice action
    against William Clark Connell, M.D., and South Georgia Emergency
    Medicine Associates, P.C. (collectively “Appellees”), for the wrongful
    death of her father, James Isaac Dickens, Jr. Appellees moved for
    judgment on the pleadings asserting that, because Dickens had a
    surviving spouse, Hamon did not have the right to bring the claim.
    The trial court denied the motion, but the Court of Appeals reversed.
    See Connell v. Hamon, 
    361 Ga. App. 830
     (
    863 SE2d 744
    ) (2021). We
    granted Hamon’s petition for certiorari to consider the issue of
    whether the trial court erred in determining that Hamon had the
    right, under equitable principles, to pursue a claim under the
    Wrongful Death Act, OCGA § 51-4-1 et seq. (the “Act”), when
    Dickens’s widow allegedly refused to do so. Because we conclude, for
    the reasons discussed below, that the trial court properly denied the
    motion for judgment on the pleadings, we reverse.1
    1. “Our review of a trial court’s decision on a motion for
    judgment on the pleadings is de novo.” Polo Golf & Country Club
    Homeowners Assn., Inc. v. Cunard, 
    306 Ga. 788
    , 791 (2) (
    833 SE2d 505
    ) (2019). And, in reviewing such motions, “all well-pleaded
    material allegations of the opposing party’s pleading are to be taken
    as true, and all allegations of the moving party which have been
    denied are taken as false.” Id. at 791-92 (2) (citation omitted). See
    also Reliance Equities, LLC v. Lanier 5, LLC, 
    299 Ga. 891
    , 893 (1)
    (
    792 SE2d 680
    ) (2016) (“On appeal, we review de novo the trial
    court’s decision on a motion for judgment on the pleadings, and we
    construe the complaint in a light most favorable to the[non-movant],
    drawing all reasonable inferences in his favor.” (citations and
    1  We were aided in our consideration of this appeal by helpful amicus
    curiae briefs filed by the Georgia Trial Lawyers Association and by attorneys
    Kenneth J. Lewis and John J. Park, Jr. We thank them for their assistance.
    2
    punctuation omitted)).
    As alleged in Hamon’s complaint, Dickens died on February 15,
    2018. Hamon is an adult and Dickens’s sole surviving child. 2 At the
    time of his death, Dickens was married to, but had long been
    separated from, Hamon’s mother, Lisa Dickens, who “refused” to
    bring a wrongful death claim in her capacity as Dickens’s surviving
    spouse.3 In an effort to preserve the wrongful death claim, Hamon
    filed this action, in both her individual capacity as Dickens’s
    surviving child and in a representative capacity for Lisa Dickens. 4
    The complaint also asserted that Hamon intended to file a motion to
    add Lisa Dickens as an indispensable party to the action.
    2  The complaint also asserts that, as Dickens’s surviving child, Hamon
    had a “vested right” to a wrongful death claim under the Act. See OCGA § 51-
    4-2. However, we are not required to accept that legal conclusion as true. See
    Oasis Goodtime Emporium I, Inc. v. City of Doraville, 
    297 Ga. 513
    , 522 (3) (a)
    (
    773 SE2d 728
    ) (2015) (“While a trial court is required to consider a non-moving
    party’s factual allegations to be true, it is not required to accept the legal
    conclusions the non-[moving ]party suggests that those facts dictate.” (citing
    Trop, Inc. v. City of Brookhaven, 
    296 Ga. 85
    , 87 (1) (
    764 SE2d 398
    ) (2014)
    (punctuation omitted)).
    3 The trial court’s order states that Lisa Dickens was estranged from
    Hamon, as well as Dickens, but no such allegation appears in the complaint.
    4 OCGA § 51-4-2 (d) (1) provides that “[a]ny amount recovered under
    subsection (a) of this Code section shall be equally divided, share and share
    alike, among the surviving spouse and the children per capita . . . .”
    3
    In their motion for judgment on the pleadings, Appellees
    argued that Hamon lacked the right to assert a claim for the
    wrongful death of her father because the Act gave Lisa Dickens, as
    Dickens’s surviving spouse, the sole right to bring the claim. See
    OCGA § 51-4-2 (a) (“The surviving spouse or, if there is no surviving
    spouse, a child or children, either minor or sui juris, may recover for
    the homicide of the spouse or parent the full value of the life of the
    decedent, as shown by the evidence.”). Hamon opposed the motion,
    and, following a hearing, the trial court issued an order denying a
    judgment on the pleadings. In making this ruling, the trial court
    noted that Georgia’s appellate courts previously have recognized
    equitable exceptions to the “spousal standing” rule in favor of a
    decedent’s surviving children. The trial court found that Lisa
    Dickens’s apparent refusal to bring a wrongful death action as
    surviving spouse left Hamon “with no other recourse or adequate
    remedy to recover from the parties that she alleges caused her
    father’s death but to file her own wrongful death action” and
    concluded that
    4
    [b]ased upon all of the above, and in consideration of the
    particular facts and circumstance of this case, the Court
    finds that the Plaintiff, as surviving child of the decedent,
    fits under an equitable exception to the “spousal
    standing” rule [and] is a proper party to bring the . . .
    wrongful death action.
    The Court of Appeals granted Appellees’ application for
    interlocutory appeal from this order and reversed the trial court’s
    denial of the motion for judgment on the pleadings, concluding that
    the trial court impermissibly applied the principles of equity “[to
    grant Hamon], an adult, standing to bring a wrongful death action
    where the surviving spouse, albeit estranged, elected not to do so.”
    Connell, 361 Ga. App. at 837. In making this determination, the
    court reasoned that “no Georgia statute or case gives adult children
    a right to file a wrongful death action to recover damages for the
    death of a parent even if a surviving spouse declines to exercise his
    or her right to bring such an action” and distinguished cases in
    which this Court and the Court of Appeals had permitted a child
    under similar circumstances to pursue a wrongful death action
    under equitable principles as only applying to minor children. Id. at
    5
    838. Hamon asserts on appeal that the Court of Appeals erred in
    reversing the trial court’s denial of the motion for judgment on the
    pleadings.
    2. In examining whether Hamon has the right to pursue a
    wrongful death claim, we look first to the text of the Act. The parties
    do not dispute that the Act grants a decedent’s surviving spouse the
    right to pursue a wrongful death claim and grants that right to the
    decedent’s “child or children, either minor or sui juris,” in the event
    there is no surviving spouse. OCGA § 51-4-2 (a).5 However, as the
    parties further acknowledge, under certain circumstances, Georgia
    courts have applied equitable principles to allow someone other than
    the decedent’s surviving spouse to pursue a wrongful death claim to
    5 Under the Act, if there is not a surviving spouse or children, “the right
    of recovery shall be in the parent or parents.” OCGA § 19-7-1 (c) (2). See also
    OCGA § 51-4-4 (“The right to recover for the homicide of a child shall be as
    provided in Code Section 19-7-1 and Code Section 53-1-5.”). And if the decedent
    leaves no surviving spouse, child, or parent, the Act provides as follows:
    When there is no person entitled to bring an action for the wrongful
    death of a decedent under Code Section 51-4-2 or 51-4-4, the
    administrator or executor of the decedent may bring an action for
    and may recover and hold the amount recovered for the benefit of
    the next of kin. In any such case the amount of the recovery shall
    be the full value of the life of the decedent.
    OCGA § 51-4-5 (a).
    6
    benefit a decedent’s children. The parties disagree, however, as to
    whether these equitable principles apply with equal force to a
    decedent’s adult children as they do to minor children.
    In Brown v. Liberty Oil & Refining Corp., 
    261 Ga. 214
     (
    403 SE2d 806
    ) (1991), this Court applied equitable principles to allow a
    decedent’s children to pursue a wrongful death action when the
    surviving spouse refused to do so. In that case, the decedent’s minor
    children brought a wrongful death action arising out of a collision
    between their mother’s car and a truck operated by the defendant’s
    employee, which resulted in the mother’s death. Although the
    mother was survived by a spouse, the children alleged that he “has
    abandoned them; cannot be located; and would not, in any event,
    pursue the claim for wrongful death.” Brown, 
    261 Ga. at 214
    . The
    trial court dismissed the children’s complaint for failure to state a
    claim, and we reversed, holding that
    the factual circumstances of this case demand the
    exercise of [the trial court’s general equitable] powers to
    preserve the rights of the minor children. The trial court
    should have allowed these minors, who have no remedy
    at law, to maintain an action for the wrongful death of
    7
    their mother.
    
    Id. at 216
     (2) (b) (emphasis in original). 6
    In so holding, we pointed to the “general equitable powers in
    the superior court.” Brown, 
    261 Ga. at 215-16
     (2) (b).7 In addition,
    we noted that the children who wished to bring suit cited to two
    statutes that describe the scope of equity jurisdiction and the
    authority of courts to apply equity to enforce rights. OCGA § 23-1-3
    provides that “[e]quity jurisdiction is established and allowed for the
    6 Brown also overturned prior case law holding that a decedent’s children
    had no right to pursue a wrongful death claim where the decedent left a
    surviving spouse. See O’Kelley v. Hosp. Auth. of Gwinnett County, 
    256 Ga. 373
    (
    349 SE2d 382
    ) (1986); Mack v. Moore, 
    256 Ga. 138
     (
    345 SE2d 338
    ) (1986). See
    also Bloodworth v. Jones, 
    191 Ga. 193
    , 196 (
    11 SE2d 658
    ) (1940) (“[T]he statute
    vests the right to sue in the first instance in the widow, and so long as she lives
    neither the children nor any one for them can institute such action.”
    (construing Ga Code Ann. §§ 105-1302, 1304) (1933)); Lawrence v. Whittle, 
    146 Ga. App. 686
     (
    247 SE2d 212
    ) (1978) (“From the language of Code Ann. § 105-
    1302, it is clear that the cause of action for wrongful death of a husband vests
    in the widow: A widow, or, if no widow, a child or children, minor or sui juris,
    may recover for the homicide of the husband or parent. It is equally clear from
    case law that the children have no right to sue so long as the widow is in life.”
    (citation and punctuation omitted)).
    7 At the time of Dickens’s death, the Georgia Constitution granted
    exclusive jurisdiction over equity cases to the superior courts. See Ga. Const.
    of 1983, Art. VI, Sec. IV, Par. I. The Constitution has since been amended to
    grant the superior court “concurrent jurisdiction with the state-wide business
    court in equity cases.” See Ga. L. 2018, Act 410, § 4 (ratified Nov. 6, 2018).
    8
    protection and relief of parties where, from any peculiar
    circumstances, the operation of the general rules of law would be
    deficient in protecting from anticipated wrong or relieving for
    injuries done.” OCGA § 23-4-20 further provides that “[a]ny person
    who may not bring an action at law may complain in equity and
    every person who is remediless elsewhere may claim the protection
    and assistance of equity to enforce any right recognized by the law.”8
    Since our decision in Brown, the appellate courts of this State
    have acknowledged and applied Brown’s equity-based rule. See, e.g.,
    Blackmon v. Tenet Healthsystem Spalding, Inc., 
    284 Ga. 369
    , 370-71
    (
    667 SE2d 348
    ) (2008) (explaining that “both this Court and the
    Court of Appeals have allowed other persons acting in a
    8 Some of us are skeptical that Brown was rightly decided, given the
    statutory text of OCGA § 51-4-2 (a), which expressly limits the right of a child
    to pursue a wrongful death claim to circumstances in which there is no
    surviving spouse. But Brown was decided over three decades ago, the statutory
    stare decisis effect of Brown would be likely difficult to overcome, and the
    parties do not ask us to overrule it. Accordingly, we faithfully apply Brown. See
    Radioshack Corp. v. Cascade Crossing II, 
    282 Ga. 841
    , 843 (
    653 SE2d 680
    )
    (2007) (“Even those who regard ‘stare decisis’ with something less than
    enthusiasm recognize that the principle has even greater weight where the
    precedent relates to interpretation of a statute.” (citation and punctuation
    omitted)).
    9
    representative capacity to maintain a wrongful death action on
    behalf of a minor child where the surviving spouse declines to pursue
    the claim” and holding that case involving wrongful death claim filed
    by minor child’s legal guardian on child’s behalf where surviving
    spouse was incarcerated should have been transferred to superior
    court, which had the requisite equity jurisdiction to consider the
    issue); Emory Univ. v. Dorsey, 
    207 Ga. App. 808
    , 809-10 (2) (
    429 SE2d 307
    ) (1993) (affirming trial court’s exercise of equitable powers
    to allow minor child to bring wrongful death claim where the
    surviving spouse was not the child’s parent or guardian and had left
    the state with no intention of filing a wrongful death claim). 9
    9 In addition, under circumstances not applicable here, our appellate
    courts have permitted a child, parent, or administrator of the estate to pursue
    a wrongful death action under equitable principles when the surviving spouse
    was the wrongdoer. See, e.g., Rai v. Reid, 
    294 Ga. 270
    , 274-75 (2) (
    751 SE2d 821
    ) (2013) (determining no error in trial court’s decision to allow minor child’s
    adoptive father to pursue wrongful death claim on child’s behalf where
    surviving spouse was involved in decedent’s murder); McIver v. Oliver, 
    353 Ga. App. 106
    , 109-10 (
    836 SE2d 535
    ) (2019) (holding that administrator of
    decedent’s estate, rather than surviving spouse who caused decedent’s death,
    could bring wrongful death action and directing that case be transferred from
    state to superior court for the exercise of the latter court’s equitable powers);
    Belluso v. Tant, 
    258 Ga. App. 453
    , 455 (
    574 SE2d 595
    ) (2002) (noting that “it
    is within the equitable powers of the superior court to permit the prosecution
    10
    Nevertheless, in this case, the Court of Appeals determined
    that the application of these equitable principles was available only
    to minor children and not to a decedent’s adult children. See Connell,
    361 Ga. App. at 837-38. See also Northeast Ga. Med. Center, Inc. v.
    Metcalf, 
    363 Ga. App. 676
    , 679 (1) (
    871 SE2d 454
    ) (2022) (relying on
    Connell to hold that decedent’s two adult children had no right to
    bring a wrongful death claim where the decedent was survived by a
    spouse, who was estranged from the decedent; lacked a relationship
    with his son, who is one of the two children; was not the father of
    the other child; and elected not to pursue a wrongful death claim).
    We see no basis in the relevant case law, however, for drawing
    such a distinction. Although Brown and the cases before Connell
    each involved minor children, there is nothing in the language of
    those cases or the equity statutes themselves to suggest that only
    minor children may benefit from the equitable principles at issue
    here. None of the cases based the application of those principles on
    of the wrongful death action by a parent when the surviving spouse is the
    alleged wrongdoer,” in construing OCGA § 19-7-1 (c)).
    11
    a consideration of the child’s minority. Although this Court
    described the children in Brown as minors, there is no indication
    that this Court’s analysis turned on that fact. Rather, we held that
    the application of equity was necessary to preserve their rights
    where they had “no remedy at law to maintain an action for the
    wrongful death of their mother.” Brown, 
    261 Ga. at 215-16
     (2) (b)
    (emphasis omitted).
    Moreover, the Act draws no distinction between minor and sui
    juris children: it permits recovery to each on the same terms. In fact,
    we addressed this question nearly a century ago when we construed
    an earlier version of OCGA § 51-4-2 that permitted “minor or sui
    juris” children to recover for their father’s homicide. See Peeler v.
    Central of Ga. R. Co., 
    163 Ga. 784
    , 790 (
    137 SE 24
    ) (1927). In Peeler,
    we noted that the statute had recently been amended to add a right
    of recovery for sui juris children in addition to minor children, and
    we reasoned that the amendment meant the statute now permitted
    recovery to “all children without regard to actual dependency, or the
    dependency which might be implied from minority.” 
    Id.
     See also
    12
    Wausau Ins. Co. v. McLeroy, 
    266 Ga. 794
    , 796 (2) (
    471 SE2d 504
    )
    (1996) (when General Assembly amends a statute to add new text,
    “we must presume that the legislative addition of language to the
    statute was intended to make some change in the existing law”).
    We concluded therefore that the prior version of the wrongful
    death statute gave an unqualified right of action “upon the sole
    ground of [the] relationship existing between parent and child” and
    that the question of dependency was “absolutely immaterial.” Peeler,
    163 Ga. at 789-90. Accordingly, the Court determined that the
    decedent’s adult daughter could assert a claim for his wrongful
    death. Id. We conclude here that the use of the same language in the
    Act supports that no distinction may be drawn between minor and
    adult children with regard to the right of recovery for wrongful
    death.     10
    Hamon alleged that she is Dickens’s child and that Lisa
    10It also follows that Hamon’s failure to allege in her complaint that she
    was dependent on Lisa Dickens was immaterial, and the Court of Appeals
    erred to the extent that it relied on that omission in reversing the trial court’s
    order. See Connell, 361 Ga. App. at 835.
    13
    Dickens “refused” to bring a wrongful death action as the surviving
    spouse. Because the allegations of Hamon’s complaint do not
    disclose with certainty that she would not be entitled under Brown
    to pursue her wrongful death claim “under any state of provable
    facts,” Hinson, 256 Ga. at 397, the Court of Appeals erred in
    reversing the trial court’s denial of Appellees’ motion for judgment
    on the pleadings.11 See, e.g., Brown, 
    261 Ga. at 214
     (applying equity
    to allow decedent’s children to pursue a wrongful death claim where
    children represented that surviving spouse “has abandoned them;
    cannot be located; and would not, in any event, pursue the claim for
    wrongful death,” and court found that children thus had no legal
    remedy (emphasis supplied)); Dorsey, 
    207 Ga. App. at 809-10
     (2)
    (affirming trial court’s exercise of equitable powers to allow minor
    child to bring wrongful death claim where the surviving spouse had
    11 For the same reasons, we also overrule Northeast Ga. Med. Center, 363
    Ga. App. at 679, which relied on Connell to hold that two adult children had
    no right to bring a wrongful death claim where the decedent was survived by
    a spouse, and we also disapprove of Parrish v. St. Josephs/Candler Health
    System, Inc., 
    364 Ga. App. 228
    , 238 (4) (
    874 SE2d 413
    ) (2022), to the extent
    that it relied on Connell with approval.
    14
    left the state with “no intention of pursuing a wrongful death action”
    (emphasis supplied)).
    Judgment reversed. All the Justices concur.
    15