Justia Alabama Supreme Court Opinion Summaries

The case involves a dispute over the ownership of real property following the death of Billy Skidmore. Billy died intestate in July 2015, leaving behind two sons, John and Billy Jr. The Marshall Probate Court awarded John letters of administration over Billy's estate. Billy Jr. later filed a claim asserting his entitlement to an equal share of the estate. John filed an inventory listing the estate's assets, including a one-third interest in a commercial building. Billy Jr. moved to compel a final settlement, leading to a hearing where John admitted to commingling estate rental proceeds with his personal funds. The probate court subsequently appointed Billy Jr. as the successor administrator and authorized him to list the estate's real property for sale.John discovered a 2004 deed conveying the property to him and Billy as joint tenants with rights of survivorship, which he recorded in July 2023. Despite this, the probate court declared the property to be owned one-third each by John, Jenna (John's ex-wife), and Billy's estate. John removed the administration of the estate to the Marshall Circuit Court and filed a motion to alter, amend, or vacate the probate court's judgment. The circuit court denied his motion, leading John to appeal to the Supreme Court of Alabama.The Supreme Court of Alabama held that the Marshall Probate Court lacked jurisdiction to adjudicate the dispute over the title to the real property. The court emphasized that probate courts do not have the authority to determine equitable issues or administer equitable remedies, such as setting aside a recorded deed. Consequently, the Supreme Court reversed the circuit court's order and remanded the case for further proceedings consistent with its opinion. View "Skidmore v. Skidmore" on Justia Law

The case involves the Mabel Amos Memorial Fund, a charitable trust established to provide financial assistance to beneficiaries seeking higher education. The plaintiffs, Megan Carmack and Leigh Gulley Manning, individually and on behalf of Carmack's minor children, and Tyra Lindsey, a minor, represented by her mother and guardian, alleged that the trustee and board members of the trust breached their fiduciary duties. They sought to remove the trustee and board members, appoint new ones, and restore the allegedly misappropriated assets of the trust. The Montgomery Circuit Court appointed a special master under Rule 53, Ala. R. Civ. P., and Attorney General Steve Marshall, who was added as a party to the underlying actions, petitioned the Supreme Court of Alabama for a writ of mandamus directing the circuit court to vacate its order appointing a special master.The Supreme Court of Alabama granted Marshall's petitions and ordered the circuit court to vacate its order referring the cases to a special master. The court found that the circuit court exceeded its discretion in referring all matters in these cases to a special master. The court noted that the referral of matters to be tried without a jury did not indicate that an "exceptional condition" necessitated the referral, and the referral of the accounting did not indicate that the accounting would prove complicated in some way. Even if the accounting was properly referred to a special master, the referral of an accounting does not justify the referral of all the other matters in the cases. View "Ex parte Marshall" on Justia Law

Nella Ruth Braswell passed away in 2014, leaving behind an estate valued at over $2,000,000, 6 cats, and 13 dogs. In her will, she provided for the care of her animals until their death, with the remaining funds to be given to The Humane Society of the United States. The Jefferson Probate Court accepted her will and appointed Marion Kristen McLeroy as the personal representative of the estate. However, The Humane Society became dissatisfied with McLeroy's management of the estate and had the estate proceeding removed from the probate court to the Jefferson Circuit Court. McLeroy objected to this move, but the circuit court refused to relinquish the case.The Humane Society and McLeroy had a working relationship initially, but it deteriorated over time. The Humane Society requested deeds to all the property Braswell had owned, as well as a formal accounting of both the estate and the Animal Trust. The Humane Society also asked the circuit court to remove McLeroy and her husband as cotrustees of the Animal Trust and to order them to reimburse the Animal Trust for any losses caused by their alleged breaches of their fiduciary duties.The Supreme Court of Alabama reviewed the case and found that once a probate court begins the final-settlement process for an estate, a circuit court cannot acquire jurisdiction over the administration of that estate. Therefore, when the probate court began the final-settlement process for Braswell's estate, the Humane Society's right to remove the proceeding to the circuit court was cut off. The Supreme Court of Alabama granted McLeroy's petition and issued a writ directing the circuit court to vacate its order consolidating the estate proceeding with the Humane Society's other action against McLeroy and her husband and to enter an order remanding the administration of Braswell's estate to the probate court. View "Ex parte McLeroy" on Justia Law

Dorothy Richey appealed a trial court judgment that set aside a deed conveying an interest in certain property to her on grounds that the grantor, Rodney Morris ("Rodney"), was incompetent at the time he purportedly executed the deed. Paul Morris, as guardian and conservator of the estate of his brother Rodney, an incapacitated person, initiated this action against Richey, seeking to set aside a deed in which Rodney had purported to convey his interest in the property to Richey. Morris alleged that Rodney had lacked the mental capacity to execute the deed in question and sought a judgment declaring the deed void and setting it aside. Morris also sought an accounting of any proceeds Richey had obtained from harvesting timber located on the property. The Alabama Supreme Court determined Richey's appeal was not from a final judgment, and therefore dismissed it. View "Richey v. Morris" on Justia Law

Daniel Barefoot, as a personal representative and legatee of the estate of Danny Bryant Barefoot, appealed a probate court order that determined the estate of Donna Viola Barefoot was entitled to a share of Danny's estate on the basis that Donna was an omitted spouse under § 43-8-90, Ala. Code 1975. Danny executed a will in August 2012, while married to Merita Hall Barefoot. In the will, other than a specific bequest to his and Merita's son, Daniel, Danny devised his residuary estate to Merita. Danny specified that, if Merita predeceased him, his estate would be shared jointly in equal shares by Daniel and Marcie Jenkins, whom he identified in the will as his stepdaughter. Danny also named Daniel and Marcie as corepresentatives of his estate. Merita died on September 6, 2014. On January 21, 2018, Danny married Donna. Danny and Donna did not execute a prenuptial agreement, and Danny did not execute a new will or a codicil to his previous will to include any testamentary dispositions to Donna. Danny died on September 5, 2021. Twelve days later, on September 17, 2021, Donna died. The Alabama Supreme Court concluded the appeal was from a nonfinal order and dismissed the appeal for lack of jurisdiction. View "Barefoot v. Cole" on Justia Law

Consolidated appeals concerned the division of certain assets in the estate of R.E. Ivey ("R.E."). At the time of his death, R.E. was survived by his wife, Edwyna Ivey ("Edwyna"), and his four children from a previous marriage -- Sharyl Eddins ("Sharyl"), William Ivey ("Robbie"), Dell Ivey Moody ("Dell"), and Ty Ivey ("Ty"). In appeal no. SC-2022-0533, Mary Jo Fletcher, as the personal representative of Edwyna's estate, appealed the circuit court's determination that Edwyna's claims for certain statutory allowances were totally offset by the value of certain assets that Edwyna had retained from R.E.'s estate. She also appealed the circuit court's determination that three of Edwyna's stepchildren, Sharyl, Robbie, and Dell, were entitled to recover on their claims of conversion and breach of trust against Edwyna. In appeal no. SC-2022-0640, Sharyl, individually and as the executrix of R.E.'s estate, Dell, and Robbie filed a cross-appeal challenging the circuit court's determination that Edwyna was entitled to funds contained in an account known by the parties as the "farm account." In appeal no. SC-2022-0533, the Alabama Supreme Court affirmed the circuit court's order insofar as it denied Edwyna's claims for homestead, exempt-property, and family allowances pursuant to §§ 43-8-110 through -113 on the basis that those claims were completely offset by the value of the pickup truck. However, the Court reversed the circuit court's order insofar as it determined that Sharyl, Robbie, and Dell were entitled to recover the funds held in the POD accounts, and the case was remanded for further proceedings. In appeal no. SC-2022-0640, the Court affirmed the circuit court's determination that Edwyna, as R.E.'s surviving spouse, was entitled to the funds that Dell withdrew from the farm account. View "Fletcher v. Eddins, et al." on Justia Law

Arthur Smith, individually and as the personal representative of the estate of Sammie Wells Smith, appealed a judgment entered in favor of Michael Smith. Sammie's remaining living children were Michael, Arthur, Larry Smith, Charles Smith, Brenda Smith Watson, Sarah Smith, and Elizabeth Smith. During her lifetime, Sammie owned two tracts of land; her house was located on one of those tracts of land. On September 13, 2013, Sammie executed a general warranty deed in which she conveyed the property to Michael and Watson but reserved a life estate for herself. On October 12, 2015, Michael and Watson executed a "Corrective Deed Jointly for Life with Remainder to Survivor," in which they created a joint tenancy with rights of survivorship, subject to Sammie's life estate. On October 21, 2015, Sammie executed another deed in which she conveyed her life estate to Michael. On that same date, Watson executed a "Life Estate Deed," in which she conveyed a life estate in the property to Michael. Sammie died on February 15, 2018. Arthur was living in Sammie's house at the time of her death, and he remained in her house after her death. Michael and Watson commenced an ejectment seeking to remove Arthur from the property. During a bench trial, Michael and Watson presented evidence indicating that Sammie had executed deeds conveying the property to them and relinquishing her life estate; and that they were the exclusive owners of the property. However, Larry, Elizabeth, Charles, and Sarah testified that the signatures on the deeds were not Sammie's. Testimony was also presented indicating that Sammie had repeatedly stated that she wanted the property to be divided equally among her seven living children; that Sammie had wanted the property to be available if any of those children needed somewhere to stay. Ultimately, the trial court held that Michael and Watson were not entitled to relief and denied their ejectment petition. The Alabama Supreme Court reversed the trial court's judgment and remanded the case with instructions that the trial court "join [the remaining heirs] as [parties] to this action... If the trial court determined that any of the remaining heirs could not be made a party to the action, it "should consider the reasons [why any such heir] cannot be joined and decide whether the action should proceed in [any such heir's] absence." View "Smith v. Smith" on Justia Law

Douglas Martinson II and Caleb Ballew ("the lawyers") represented Lesley Hatch in probate court in a dispute over the guardianship of her aunt, Brenda Cummings. During the proceedings, the lawyers withdrew from representing Hatch and filed a claim for attorney fees to be paid from Cummings's estate. The probate court entered a judgment on the merits of the underlying case and denied the lawyers' claim for fees. Over 30 days later, the lawyers moved the probate court to reconsider their claim. After a hearing, the probate court reversed course and entered an order awarding them their fees. Elizabeth Cummings Hill, acting on behalf of Cummings under a power of attorney, appealed. She argued the probate court did not have jurisdiction to grant the lawyers' motion because it was untimely. After review, the Alabama Supreme Court agreed and dismissed the appeal, with instructions to vacate the order awarding attorney fees. View "Hill v. Martinson, et al." on Justia Law

These consolidated appellate proceedings consisted of an appeal filed by Regina Daily ("Regina") and The Daily Catch, Inc., d/b/a Gulf Shores Seafood ("The Daily Catch") (case number SC-2022-0672); a cross-appeal by Greg Esser ("Greg") (case number SC-2022-0673); and a petition for a writ of mandamus filed by Patrick Daily ("Patrick"), Regina, The Daily Catch, White Sands, Inc., d/b/a Remax of Orange Beach ("White Sands"), and Blue Palms, LLC (case number SC-2022-0992). The appeal, the cross-appeal, and the mandamus petition all involved the same underlying action filed by Greg -- in his individual capacity, in his capacity as the trustee of the Wallene R. Esser Living Trust ("the trust"), and in his capacity as an administrator ad litem of the estate of Wallene R. Esser ("the estate") -- against Patrick, Regina, The Daily Catch, White Sands, and Blue Palms. Following a bench trial, the circuit court entered a judgment awarding damages in favor of Greg and against Regina and The Daily Catch; the circuit court denied Greg's claims as to all the other defendants. Regina and The Daily Catch filed their appeal, and Greg filed his cross-appeal. Later, Patrick, Regina, The Daily Catch, White Sands, and Blue Palms petitioned for mandamus relief. Greg and Regina were Wallene's children and were beneficiaries to Wallene's estate. Generally, Greg alleged that "[t]he trust has been harmed and depleted by the acts and omissions of the defendants." Greg asserted claims of breach of fiduciary duty and unjust enrichment, requesting money damages and declaratory relief. After review, the Alabama Supreme Court affirmed the circuit court's judgment in case numbers SC-2022-0672 and SC-2022-0673, and granted the mandamus petition filed in case number SC-2022-0992. View "Daily, et al. v. Esser" on Justia Law

Consolidated appellate proceedings involved a dispute between the trustees and beneficiaries of the Bellingrath-Morse Foundation Trust ("the Trust"). In appellate case no. SC-2023-0001, beneficiaries of the Trust, Rhodes College, Huntingdon College, and Stillman College, petitioned the Alabama Supreme Court for a writ of mandamus directing the circuit court Court to vacate its November 23, 2022, order granting the trustees of the Trust relief from a final judgment pursuant to Rule 60 (b)(5), Ala.R.Civ.P. In appellate case no. SC-2023-0011, the beneficiaries appealed the same circuit-court order granting Rule 60(b)(5) relief to the trustees. Walter Bellingrath (deceased) established the charitable Trust in 1950. Bellingrath contributed to the Trust, including the Bellingrath Gardens ("the Gardens"). The trustees and beneficiaries disagreed as to whether the Trust indenture contemplated a subsidy of the Gardens by the Trust: the trustees believed the Gardens were a "purpose" of the Trust requiring perpetual funding; the beneficiaries believed the Gardens were merely an asset of the Trust and subject to closure if not profitable. A 1981 agreement limited the payments or distributions by the Trust for the support of the Gardens. In a 2003 amendment to the 1981 agreement, the beneficiaries gave up their right to request the trustees seek court instructions concerning whether the Gardens should be open or not, and the trustees agreed that they would not increase the payments for the support of the Gardens above 20% of the total annual distribution amount without the unanimous consent of the beneficiaries. In 2017, the trustees contended their ability to maintain the Gardens had been substantially impaired by the funding restraints of the 1981 agreement and the 2003 amendment, and they sought instructions on how the existing funding agreement regarding the Gardens should be revised. After the Alabama Supreme Court released its opinion in "Ex parte Huntingdon College," the trustees immediately moved the circuit court seeking relief from the 2003 judgment pursuant to Rule 60(b)(5), alleging that new circumstances had arisen since the 2003 judgment was entered, rendering prospective application of the 2003 judgment inequitable. In appellate case no. SC-2023-0001, the Alabama Supreme Court concluded the beneficiaries demonstrated a clear legal right to a writ of mandamus directing the circuit court to vacate its November 2022, Rule 60(b) order. In appellate case no. SC-2023-0011, the Court dismissed the appeal filed by the beneficiaries concerning that same order. View "Ex parte Huntingdon College, et al." on Justia Law