Justia Alabama Supreme Court Opinion Summaries

Melissa Bain, in her capacity as the personal representative of the estate of her deceased husband Christopher Heath ("Heath"), appealed the grant of summary judgment in favor of Colbert County Northwest Alabama Health Care Authority d/b/a Helen Keller Hospital ("HKH"). Dr. Preston Wigfall was the emergency-room physician working at the hospital on the night Heath was taken to the emergency room. Dr. Wigfall ordered certain tests to be run, but he was unable to determine from the results of those tests the cause of Heath's symptoms. Heath was discharged approximately six hours after his arrival with an "unspecified" diagnosis with instructions to follow up with his primary-care physician. Approximately 20 days after his visit to the emergency room at the hospital, Heath died when a 45-millimeter ascending aortic aneurysm dissected. Bain, in her capacity as the personal representative of Heath's estate, filed a medical-malpractice action against HKH and several other defendants, arguing that that the emergency-department nurses at the hospital and Dr. Wigfall breached the applicable standards of care when they treated Heath; that Dr. Wigfall, at all relevant times, was acting within the line and scope of his duties and employment as an actual or apparent agent or employee of HKH; and that HKH was vicariously liable for the actions of its nurses and Dr. Wigfall. After review, the Supreme Court concluded Bain failed to demonstrate that the trial court erred in entering a summary judgment in favor of HKH as to all of Bain's claims and affirmed the circuit court's judgment. View "Bain v. Colbert County Northwest Alabama Health Care Authority" on Justia Law

Sherri Hurst and Brenda Ray had been friends and neighbors for approximately 20 years before the incident that is the basis of the underlying action. One day in 2013, Ray telephoned Hurst and asked her to accompany her to a Wal-Mart. Ray was taking Nona Williams, her elderly aunt, to purchase Williams's medication and other merchandise that day, in preparation for Williams's move to Ohio. Williams testified that Ray asked Hurst to accompany them to the Wal-Mart because "both [Ray] and I had limited mobility, and [Ray] wanted [Hurst] to come along in case either of us needed help moving around." When they arrived at the Wal-Mart, Ray pulled her vehicle along the curb in front of the store to allow Williams to get out of the vehicle at the entrance. After Williams got out of the vehicle, Ray asked Hurst to stand with Williams on the curb while she parked the car. Hurst then began to get out of the vehicle, but, before she had completely exited the vehicle, Ray pulled the vehicle forward, causing Hurst to fall to the ground. Hurst sustained injuries when the back tire of the vehicle ran over her leg. Hurst sued Ray's estate ("the estate"), alleging negligence and seeking to recover damages for her injuries. The estate answered the complaint, raising as a defense, among other things, the Alabama Guest Statute. The estate moved for a summary judgment, arguing that Hurst's negligence claim was barred by the Guest Statute. The trial court entered an order granting the estate’s motion and denying Hurst’s cross-motion for a summary judgment. The Alabama Supreme Court found that the Guest Statute did not apply in this matter, reversed and remanded for further proceedings. View "Hurst v. Sneed" on Justia Law

FMR Corp. n/k/a FMR LLC, Fidelity Management Trust Company, and Fidelity Brokerage Services LLC (collectively, "Fidelity") appealed a circuit court order denying their motion asking the court to compel Elizabeth Howard n/k/a Elizabeth Hart ("Hart") to arbitrate Fidelity's dispute with her regarding her responsibility to indemnify Fidelity for losses it might suffer if Hart's stepchildren prevailed on claims they asserted against Fidelity that were the subject of a separate pending arbitration proceeding. In 2006, Hart's husband, Frederick Howard, opened an individual retirement account with Fidelity ("the Fidelity IRA"), funding it with money previously been held in a retirement account administered by Howard's former employer. Although Howard had previously designated his three children from a prior marriage as beneficiaries of the employer's retirement account, he did not designate any beneficiary for the Fidelity IRA at the time it was opened or at anytime thereafter. Howard died in 2011. His will left all his personal property to the children, explaining that Hart "has a sizeable separate estate of her own." However, because Howard never designated a beneficiary for the Fidelity IRA, Fidelity distributed the money held in that account to Hart in accordance with the terms of the Fidelity IRA, which provided that any assets in the account would become the property of a surviving spouse when the account holder died if no beneficiary had been named. The Howard children unsuccessfully challenged that distribution in Probate Court. Then the Howard children sued Fidelity and Hart, asserting claims of undue influence, fraud, and conversion against Hart and a claim of negligence against Fidelity, contending their father was incompetent at the time the Fidelity IRA was opened and that Hart was the impetus behind the opening of the Fidelity IRA, Fidelity was negligent for failing to implement adequate procedures governing its online-account-opening process that would prevent either fraudulent activity or invalid actions by incompetent individuals. Fidelity moved the Circuit Court to compel arbitration, noting in its motion that Howard, Hart, and the Howard children had all executed documents related to accounts with Fidelity that contained arbitration provisions. The Supreme Court reversed, finding that the circuit court denied Fidelity's motion notwithstanding the submission of competent evidence establishing Fidelity had a right to arbitrate these claims. View "FMR Corp. n/k/a FMR LLC, et al. v. Howard n/k/a Hart" on Justia Law

Dolores Aderholt, as administrator of the estate of her deceased son Bobby Wayne Aderholt, appealed appeals the summary judgment entered by the Walker Circuit Court in favor of Sandra Aderholt McDonald, Bobby's ex-wife, holding that Sandra was entitled to the proceeds of a $150,000 life-insurance policy Bobby held at the time of his December 2014 death. Finding no reversible error, the Supreme Court affirmed. View "Aderholt v. McDonald" on Justia Law

Todd Hill, Roy Hill, Brian Hill, and Debra Hill Stewart were the children of Leroy Hill, who died testate in 2009. Deborah D. Hill, Leroy’s second wife, offered Leroy's will for probate. The Hill children hired attorneys Vincent Kilborn III and David McDonald to bring a breach-of-contract action against the estate and Deborah, alleging breach of an agreement between Leroy and the Hills' mother at the time Leroy divorced the Hills' mother in 1984 to make a will leaving the Hills a coffee company and a family ranch. The Hills and the attorneys entered into a retainer agreement, which required the Hills to pay the attorneys "40% of any recovery, in the event there is a recovery, with or without suit." According to the agreement, "recovery" included cash, real or personal property, stock in the Leroy Hill Coffee Company, and all or part ownership in the family ranch. After a trial, a judgment was entered for the Hills ordering specific performance of the contract, which required the conveyance of the coffee company and the ranch to the Hills. The Alabama Supreme Court affirmed the trial court's judgment, without an opinion. At issue before the Supreme Court involved the attorney fee. The Supreme Court found that the circuit court exceeded the scope of its discretion when it failed to order the payment of the attorney fee in accordance with the retainer agreement. The Hills petitioned for a writ of mandamus to direct the circuit court to vacate two order for lack of subject-matter jurisdiction. Specifically, they argued that the circuit court did not have jurisdiction to determine the 40% contingency fee owed the attorneys was an administrative expense of the estate and, consequently, that the circuit court did not have subject-matter jurisdiction when any subsequent order at issue in this case. The Supreme Court concluded the circuit court had jurisdiction over the administration of the estate, so the petition for a writ of mandamus (case no. 1150162) was denied; the orders pertaining to payment of the retainer were reversed (case no. 1150148) and the matter remanded for further proceedings. View "Hill v. Kruse" on Justia Law

Brian Ray appealed a circuit court judgment in a will contest transferred to the circuit court from the Tallapoosa Probate Court. The will contest in this case was transferred to the circuit court pursuant to 43-8-198, Ala. Code 1975. The Alabama Supreme Court held previously that the jurisdiction conferred on the circuit court by this section was statutory and limited. A circuit court, however, was not limited to the issues presented to the probate court prior to the transfer, and a circuit court could, in accordance with the Alabama Rules of Civil Procedure, allow additional issues in the will contest, "provided those issues can properly be raised in a will contest." In this case, it appeared that the only issues raised by the contestants were those issues set forth in their complaint contesting Huett's will, and the only ones properly before the trial court. The Supreme Court concluded after Ray's arguments on appeal, that the circuit court should have decided the case on the issues actually raised in the contest -- i.e., testamentary capacity, valid execution, and undue influence. Because it did not stick to the issues raised, the Supreme Court reversed the circuit court and remanded the case for the circuit court to decide the specific will contest issues before it, and to enter a judgment either upholding or denying the contest. View "Ray v. Huett" on Justia Law

Bessie Maae Turner was a widower and had no children. In 1994, Bessie executed a will leaving her entire estate to a nephew, Claude Wilbur Moye. In 2010, Bessie executed a new will and revoked all former wills. In the May 2010 will, Bessie left her entire estate to Claude Michael Moye and his wife, Barbara. She also named Claude’s son and her grandnephew Michael Moye as the executor of the May 2010 will. Bessie died in 2012, leaving her estate to Claude and other nieces, nephews and grandnieces and grandnephews. Claude would go on to marry several times. Those marriages produced four children in addition to Michael. Claude also died in 2012. Michael admitted Bessie’s will into probate. Despite the existence of numerous other heirs at law of Bessie's, Michael represented in the verified petition to admit the will to probate that he and his wife Barbara were Bessie's only heirs and next of kin. The probate court entered an order admitting the will to probate. Michael then petitioned to admit Claude’s will to probate; the probate ultimately admitted the will into probate and issued letters testamentary to Michael. The heirs of Bessie and Claude appealed the dismissal of their claims in these separate but almost identical actions contesting, respectively, the validity of Turner's and Moye's wills. After careful consideration of the issues presented by the parties, the Alabama Supreme Court remanded case no. 1140819 back to the circuit court for the entry of an order removing the administration of Claude's estate from the probate court to the circuit court. The Court further reversed the circuit court's judgment in case no. 1140819 dismissing the will contest filed by the contestants of Claude's will. The Court remanded case no. 1140820 to the circuit court for the entry of an order removing the administration of Bessie's estate from the probate court to the circuit court. The Court also reversed the circuit court's judgment in case no. 1140820 dismissing the will contest filed by the contestants of Bessie's will. View "Daniel v. Moye" on Justia Law

Alabama resident Joan McCullough Scott petitioned the Alabama Supreme Court for a writ of mandamus to direct the Probate Court to vacate its order requiring all Alabama resident-beneficiaries of the estate of Kathryn Marie Lange to pay the probate court distributions they received from a concurrent administration of the estate in London, England. Lange was born in Birmingham, Alabama, in 1930. In 1953 she married a Danish citizen and moved to Copenhagen. She divorced her husband in 1961, and in 1962 she became a resident of London, where she resided until her death in 2010. Despite living overseas for the majority of her adult life, Lange retained her United States citizenship, and she never became a British citizen. At her death, Lange owned the several parcels of real property in England, a small sum of money in an English bank account, some personal property located in England, and approximately $350,000 in personal property located in Alabama. The probate court granted Lange's nephew, Charles Lange Clark's petition on the day it was filed and issued him letters of administration. Clark hired legal counsel in London to assist in the administration of the estate overseas. At some point in the relationship, Clark terminated the London firm, and the firm invoiced Clark for work done to the point of termination. Clark did not pay the invoice, and the firm sued him in England. Clark sought indemnification as to costs incurred in defending against the London law firm, and asked the Alabama Probate Court for relief. At the time of Clark's motion, he had already distributed all but approximately $70 of the assets under his control. Scott did not object to the motion for indemnification, nor the probate court's order granting the motion. An "Order of Escrow" was entered, requiring all beneficiaries of the estate in Alabama to pay the probate all monies that had been previously paid out so that a determination could be made about Clark's indemnification claim. The monies asked for included money any Alabama beneficiary received from the English administration of the estate. In her writ application, Scott argued that the probate had no jurisdiction as to the estate assets she received from the English administration. The Alabama Supreme Court agreed, granted Scott's petition, issued the writ, and directed the probate court to vacate the escrow order. View "Ex parte Joan McCullough Scott." on Justia Law

Margie Wylie appealed the circuit court's affirmance of the Montgomery Probate Court's decision removing her as personal representative of the estate of Derrell Cockrell, appointing a successor personal representative for the estate, and assessing over $19,000 in costs against Wylie. The Supreme Court concluded after review that the circuit court did not exceed its discretion in affirming the probate court's decision to remove Wylie as personal representative. The record lacked supporting documentation of the probate court's fee award to the guardian ad litem, however, and orders from neither the probate court nor the circuit court provided sufficient information to perform a meaningful review of that decision. The Court therefore reversed that portion of circuit court's judgment affirming that award and remanded the case for further proceedings. View "Wylie v. Estate of Derrell Cockrell" on Justia Law

Defendants Providence Hospital and Bio-Medical Applications of Alabama, Inc., d/b/a BMA Magnolia a/k/a Fresenius Medical Care Magnolia Grove separately petitioned the Alabama Supreme Court for a writ of mandamus to direct the Mobile Circuit Court to enter a summary judgment in their favor. Pamela Howard died in 2012. One of Pamela's sons, Michael Darrick Howard ("Darrick"), petitioned the probate court to probate her will and to grant him letters testamentary. Attached to Darrick's petition was a document in which Pamela's other son, William Corey Howard ("Corey"), agreed that Darrick should be granted letters testamentary. In 2014, the probate court granted Darrick letters testamentary, establishing him as the personal representative of Pamela's estate. Under 6-5-410, Ala. Code 1975, only Darrick, as personal representative, had the authority to bring a wrongful-death action. However, Corey filed a wrongful-death action against the defendants, which had provided health-care services to their mother shortly before her death. Defendants subsequently moved for summary judgment, arguing that that Corey's wrongful-death action was a nullity because it had not been initiated by Darrick as personal representative of Pamela's estate. Because the Supreme Court concluded that the wrongful-death action filed against the defendants was indeed a nullity, it granted the petitions and issue mandamus relief. View "Ex parte Providence Hospital." on Justia Law