Justia Alabama Supreme Court Opinion Summaries
Articles Posted in Civil Procedure
Saylor v. Saylor
Korie Saylor appealed the grant of summary judgment denying her claim for an elective share of the estate of her deceased husband, Woodie Saylor. Woodie and Korie married in October 2005. Woodie died in May 2011. In addition to Korie, Woodie was survived by Jonathan Saylor, an adult son from Woodie's previous marriage. Contemporaneously with the filing of the petition to probate Woodie's will, Jonathan, as personal representative of the estate, also filed a document executed by Korie. In that document, Korie acknowledged that she had received notice of the filing of the petition to probate Woodie's will, and she consented to the admission of the will to probate without further notice to her. Korie did not file a petition for an elective share within six months after the will was admitted to probate. Jonathan objected objected to Korie's request for an extension of time to file her petition for an elective share. The probate court entered an order granting Korie's request for an extension of time and an order allowing Korie's claim to take an elective share of the estate. The latter order did not adjudicate the amount of that elective share; it set a date on which the probate court would conduct a hearing to determine that amount and then enter a further order with respect thereto. In November 2012, the personal representative filed a motion for a summary judgment at the circuit court as to Korie's claim for an elective share, alleging that the probate court should have denied Korie's claim on grounds that her petition was not timely filed and that, under the circumstances presented, the probate court had no authority to extend the time for Korie to exercise her right of election. The Supreme Court concluded that the circuit court was correct in rejecting Korie's untimely petition for an elective share. View "Saylor v. Saylor" on Justia Law
Posted in:
Civil Procedure, Trusts & Estates
Willis v. Alaska Bush Adventures, LLC et al.
The Alabama Supreme Court consolidated cases that arose out of an action brought by Guy Willis against three defendants: Alaska Bush Adventures, LLC ("Alaska Bush") and Hugh and Ryan Krank (collectively, the defendants). The Kranks are the owners and operators of Alaska Bush, an outfitter that provided guided hunting trips in Alaska. In December 2011, Willis entered into a written contract with Alaska Bush pursuant to which Alaska Bush would lead a guided hunting trip in Alaska. Willis also claimed that he entered into a separate oral contract to hunt black bears during that guided hunting trip. The guided hunting trip took place in September 2012. A few months after the trip, Willis sued the defendants in Alabama seeking damages for breach of contract, misrepresentation, and suppression. Willis's claims against defendants centered primarily on his allegations that the equipment Alaska Bush provided for the hunting expedition was inadequate in number, unsafe, and inoperable, and he also alleged that he lost hunting time because the defendants were providing services to other hunters who were apparently not included in the guided hunting trip. Willis claimed that he lost most of his personal hunting equipment and had to leave the trip early because he "was caused to be thrown from an improperly repaired, inspected, and/or working motorized boat ...." Willis further alleged that the defendants misrepresented the quantity of wild game that would be available on the hunt. Willis filed an application for the entry of a default judgment against Ryan, and, on the following day, he filed a similar application against Alaska Bush and Hugh. On December 21, 2012, defendants filed an answer to Willis's complaint and an objection to Willis's applications for entry of a default judgment. Thereafter, defendants filed a motion to compel Willis to arbitration pursuant to an arbitration agreement found in the written contract. Defendants then each filed an individual motion to dismiss Willis's complaint for lack of personal jurisdiction. The trial court issued an order denying the defendants' respective motions to dismiss and their motion to compel arbitration. In case no. 1130184, defendants petitioned the Alabama Supreme Court for a writ of mandamus to challenge the denial of their motions to dismiss for lack of personal jurisdiction; in case no. 1130231, they appealed the trial court's denial of their motion to compel arbitration. The Supreme Court concluded after review that defendants were not entitled to mandamus relief on the jurisdiction question, but met their burden in their motion to compel arbitration. View "Willis v. Alaska Bush Adventures, LLC et al." on Justia Law
Anderson v. Jackson Hospital & Clinic
Joanne Anderson sued Jackson Hospital and Clinic, Inc., Dr. Stephen K. Kwan, and Dr. Kwan's practice group, Capital Cardio-Thoracic, P.C. asserting medical-malpractice claims against them. The trial court granted a motion to substitute bankruptcy trustee Daniel Hamm for Anderson as the real party in interest because Anderson had filed a petition for Chapter 7 bankruptcy after her medical malpractice claim had accrued. The Jackson Hospital defendants subsequently petitioned the Alabama Supreme Court for permission to file an interlocutory appeal, arguing that Hamm's attempt to be substituted as the real party in interest was untimely. Anderson filed a separate Rule 5 petition for permission to appeal challenging the trial court's decision to remove her as the plaintiff in this case. The Supreme Court granted both petitions; however, treated the parties' petitions for permissive appeals as petitions for writs of mandamus, found that neither were entitle to mandamus relief, and denied the petitions. View "Anderson v. Jackson Hospital & Clinic" on Justia Law
Nelson v. Megginson
Madeline Nelson and 25 other individuals formerly employed as nontenured teachers or probationary classified employees in the Mobile County Public School System appealed the dismissal of their action against the members of the Board of School Commissioners of Mobile County -- Ken Megginson, Judy P. Stout, Reginald A. Crenshaw, Levon C. Manzie, and William Foster -- and against the superintendent of the school system, Martha Peek. In 2009, the plaintiffs filed an action against the Board of School Commissioners of Mobile County which was voluntarily dismissed without prejudice three years later in light of the Supreme Court's decision in "Board of School Commissioners of Mobile County v. Weaver," (99 So. 3d 1210 (Ala. 2012)). In 2012, the plaintiffs refiled their action , alleging that their employment was terminated "pursuant to a reduction-in-force implemented by Defendants in response to alleged financial constraints." The plaintiffs further alleged that the failure to rehire them by the conclusion of the following school year was a violation of a written policy of the school system. The circuit court granted defendants' motion to dismiss the complaint: "[t]his action was brought more than three (3) years from the date of accrual. All of the Plaintiffs' claims for mandamus, declaratory or injunctive relief would be barred by the two (2) year statute of limitations set out in 6-2-38(l). Finally, any of the Plaintiffs' claims for backpay or other monetary relief would be barred by the same two (2) [year] statute of limitations under 6-2-38(m)." On appeal to the Supreme Court, plaintiffs primarily contended that the circuit court erred in concluding that their claims were barred by the applicable statute of limitations because they stated a breach-of-contract claim, which had a six-year statute of limitations. Upon review, the Supreme Court concluded that the plaintiffs stated a claim of breach of contract and that therefore their claim was subject to a six-year, rather than a two-year, statute of limitations. Accordingly, the circuit court's dismissal was reversed, and the case remanded for further proceedings.
View "Nelson v. Megginson" on Justia Law
Craig v. Anderson
Robert E. Anderson, M.D. and Selma Doctors Clinic, PC, d/b/a Selma Doctors Clinic ("SDC") petitioned for a writ of mandamus to direct the Circuit Court to vacate its order granting plaintiff Barbara Craig's Rule 60(b), Ala. R. Civ. P., motion, and to reinstate the final judgment entered in favor of Dr. Anderson and SDC. This matter stemmed from a medical-malpractice/wrongful-death action filed by Barbara G. Craig as the administrator of the estate of her husband William Craig. Dr. Anderson performed hernia surgery on Mr. Craig at Vaughan Regional Medical Center ("VRMC"), following which, he died. Mrs. Craig sued Dr. Anderson, SDC, and VRMC alleging that the defendants were negligent in their care and treatment of Mr. Craig and that their conduct proximately caused his death. The trial court found that Mrs. Craig failed to qualify her expert on the applicable standard of care, and accordingly, was unable to establish that Dr. Anderson violated the applicable standard of care. Mrs. Craig filed a Rule 59, Ala. R. Civ. P., motion to vacate the judgment or for a new trial. In the motion, Mrs. Craig contended that the trial court erred in excluding the expert's testimony. The trial court denied this motion, but granted her Rule 60(b)(3), Ala. R. Civ. P., in which she argued that Dr. Anderson had committed perjury and had perpetrated a fraud upon the trial court by testifying that he had performed an ulcer surgery when, in fact, he had not done so. Upon review of the record, the Supreme Court concluded the trial court exceeded its discretion in granting Mrs. Craig's Rule 60(b)(3) motion. The Court therefore granted Dr. Anderson's request and issued the writ.
View "Craig v. Anderson" on Justia Law
Crossfield v. Limestone County Commission
Sara Crossfield appealed the grant of summary judgment in favor of the Limestone County Commission in her action to reverse the Commission's decision to vacate a portion of Dogwood Flats Road in Limestone County. In early 2013, the Commission proposed to vacate a portion of Dogwood Flats Road. Crossfield's property did not abut the portion of Dogwood Flats Road proposed to be vacated; it abutted Dogwood Flats Road approximately 400 feet north of the portion of the road that the Commission proposed to vacate. At a hearing on the matter, Crossfield alleged that she was a "party affected by the vacation of a portion of Dogwood Flat[s] Road" and asked the trial court to set aside the vacation of the road. Crossfield alleged, among other things, that the Commission had obstructed her access to Piney Creek, east and south of Crossfield's property. The Commission moved to dismiss, arguing Crossfield was not affected by the vacation and therefore lacked standing to appeal the Commission's decision regarding Dogwood Flats. The trial court granted the Commission's motion for a summary judgment and dismissed Crossfield's appeal. Crossfield's evidence, even when viewed in the light most favorable to her as the nonmovant, did not create a genuine issue of material fact that would preclude a summary judgment for the Commission. Therefore, the Supreme Court affirmed summary judgment in favor of the Commission.
View "Crossfield v. Limestone County Commission " on Justia Law
Gray v. Bain
Jean S. Gray appealed two circuit court orders in an action filed against Larry Bain and Sharon Johnston in which Gray sought a judgment declaring that she owned a parcel of land and an injunction preventing Bain and Johnston from asserting any rights to the parcel. The Supreme Court concluded after review that the trial court erred in granting a Rule 60(b), Ala. R. Civ. P., motion filed by Bain and Johnston that set aside a settlement of the action.
View "Gray v. Bain" on Justia Law
Posted in:
Civil Procedure, Real Estate & Property Law
Cadence Bank N.A. v. Goodall-Brown Associates, L.P.
In consolidated appeals and petition for a writ of mandamus arose out of litigation stemming from the alleged breach of a lease agreement, which litigation was originally initiated by the lessor, Goodall-Brown Associates, L.P. Following the entry of an order compelling the matter to arbitration, the defendants Sloss Real Estate Group, Inc. ("SREG"), the lessee; Sloss Goodall-Brown, LLC, the assignee of SREG; Cadence Bank, N.A., and Second Avenue Holdings, LLC, the successors in interest to Goodall-Brown's original mortgage lender; and Leigh Ferguson, Catherine Crenshaw, Jack Peterson, A. Page Sloss, Jr., Ronald Capello, and Vicki Bolton (collectively, "the individual defendants"), and Sloss Real Estate Company ("SREC"), the alleged alter ego of the individual defendants in conjunction with SREG and Sloss Goodall, unsuccessfully sought dismissal of Goodall-Brown's claims based on the trial court's alleged lack of subject-matter jurisdiction to order the matter to arbitration because, they argued, Goodall-Brown lacked standing to assert the claims. In case no. 1111422, Cadence appealed the trial court's order effectively compelling it to arbitration. In case no. 1111449, the Sloss defendants renewed their contention that the trial court lacked the requisite subject-matter jurisdiction to compel the parties to arbitration. Alternatively, in case no. 1111526, the Sloss defendants petitioned the Supreme Court for a writ of mandamus to direct the trial court to void its order compelling the matter to arbitration and to dismiss the underlying action based on Goodall-Brown's alleged lack of standing and that court's resulting lack of subject-matter jurisdiction. In case no. 1121455 and case no. 1130054, Second Avenue appealed the trial court's denial of its request to enjoin discovery in the arbitration proceeding ordered by that court as to Second Avenue, pending resolution of the other appeals and petition. Upon review of the cases, the Supreme Court: affirmed in case 1111422; denied the petition in 1111526; and dismissed the appeals in cases nos. 1111449, 1121455, and 1130054. View "Cadence Bank N.A. v. Goodall-Brown Associates, L.P. " on Justia Law
Posted in:
Arbitration & Mediation, Civil Procedure
John Lauriello et al. v. CVS Caremark Corporation et al.
In case no. 1120010, CVS Caremark Corporation; American International Group, Inc.; National Union Fire Insurance Company of Pittsburgh, PA; AIG Technical Services, Inc.; and American International Specialty Lines Insurance Company appealed a trial court order certifying as a class action the fraud claims asserted by plaintiffs John Lauriello; James O. Finney, Jr.; Sam Johnson; and the City of Birmingham Retirement and Relief System. In case no. 1120114, the plaintiffs cross-appealed the same class-certification order, alleging that, though class treatment was appropriate, the trial court erred
in certifying the class as an "opt-out" class pursuant to Rule 23(b)(3), Ala. R. Civ. P., rather than a "mandatory" class pursuant to Rule 23(b)(1), Ala. R. Civ. P. Finding no reversible error in either case, the Supreme Court affirmed in both. View "John Lauriello et al. v. CVS Caremark Corporation et al. " on Justia Law
Posted in:
Civil Procedure, Class Action
Watkins v. Morton
In 2011, Elizabeth Morton, a resident of Greene County, and Annie Watkins, a resident of Jefferson County, were involved in a motor-vehicle collision in Jefferson County. Watkins was treated at a hospital in Jefferson County and subsequently received medical treatment at four health-care facilities located in Jefferson County. In 2013, Watkins filed a complaint in Greene County against Morton, asserting claims arising out of the 2011 collision. Morton filed a motion to transfer this case to the Jefferson Circuit Court pursuant to the doctrine of forum non conveniens. Watkins responded, and the Greene Circuit Court entered an order denying Morton's motion, stating: "After review of [Watkins's] response, the Motion to Transfer Venue of defendant [. . .] is hereby denied. . ." Morton then filed a petition for a writ of mandamus. The Supreme Court granted the writ: Jefferson County had a significantly stronger connection to this case than did Greene County, "which is connected to this case only by the fact that Morton resides there –- a connection this Court has characterized as 'weak.' Morton has met her burden of showing that transfer of this action to Jefferson County is justified in the interest of justice."
View "Watkins v. Morton " on Justia Law
Posted in:
Civil Procedure, Injury Law