Justia Alabama Supreme Court Opinion Summaries

Milton Turner died on July 25, 2018. On September 20, 2018, Mildred Williamson petitioned for letters of administration of Turner's estate in the probate court. In her petition, Williamson asserted that Turner had died intestate and that Williamson was Turner's only surviving heir. In 2019, Williamson, individually and in her capacity as the personal representative of Turner's estate, entered into a contract agreeing to sell to Matthew Drinkard and Jefferson Dolbare ("the purchasers") real property belonging to the estate for $880,650. The real-estate sales contract specified that the closing of the sale was to occur on or before May 31, 2019. On February 7, 2019, Williamson, individually and in her capacity as personal representative of Turner's estate, executed a deed conveying other real property that was part of Turner's estate to Marcus Hester. On February 13, 2019, Callway Sargent, alleging to be an heir of Turner's, filed a claim of heirship in Turner's estate. Sargent also moved for injunctive relief in which he acknowledged the February 7, 2019, deed, but asserted that Williamson had agreed to sell and had conveyed real property belonging to Turner's estate without the approval of the probate court, and requested that the probate court enjoin "Williamson from engaging in any further administration of [Turner's] estate until so ordered by [the probate court]." Williamson petitioned to have the case removed fro probate to the circuit court. From February 28, 2019, to March 18, 2019, a number of individuals came forward, all claiming to be Turner's heirs. Williamson moved to have the circuit court approve the pending property sales. Williamson and the purchasers did not close on the sale of the property that was the subject of their real-estate sales contract by May 31, 2019, as required by the contract. Some of the purported heirs petitioned the circuit court to stay or vacate the order approving the purchasers contact until matters regarding the heirs was resolved. Drinkard and Dolbare filed a motion to intervene in the proceedings regarding the administration of Turner's estate, but the circuit court denied the motion. The Alabama Supreme Court affirmed the circuit court's denial of the purchasers' motion to intervene in the administration of Turner's estate. View "Drinkard, et al. v. Perry, et al." on Justia Law

Dalen Gaines sought monetary and equitable relief against Walker County law-enforcement officers for their role in what Gaines claimed was a delayed bond hearing. After Gaines failed to appear at the Walker Circuit Court to answer criminal charges, the court issued a warrant for his arrest. Three months later, Walker County Sheriff's Deputy Christopher Doeur executed the warrant and took Gaines into custody. Afterward, Deputy Doeur filed a certificate of execution, informing the Circuit Court that he had arrested Gaines and placed him in the County jail. After about a month, Gaines remained incarcerated and had not yet appeared in court. The trial court granted the law-enforcement officers' motion to dismiss Gaines complaint here, and Gaines asked the Alabama Supreme Court to overturn that decision. The Court declined to do so, and affirmed dismissal. View "Gaines v. Smith" on Justia Law

Defendant Merlyn Clay appealed the grant of summary judgment in favor of plaintiff Charles Chavis, Clay's grandfather. The dispute concerned Clay's purchase of real property from Chavis and Clay's alleged failure to fulfill certain requirements of a sale contract for the real property executed by the parties. The Alabama Supreme Court found there were several discrepancies between the stated terms of the sale contract and the terms the parties agreed were part of the transaction, as well as discrepancies between the stated terms of the sale contract and the performance of the parties. "Those discrepancies are crucial to the outcome of this dispute because Chavis's claims are premised on the contention that Clay breached the sale contract by failing to provide a promissory note and a mortgage and by ceasing to make monthly loan payments to Chavis. Yet, under the terms of the sale contract, Chavis likewise did not provide the deed to the river property in a timely manner, and the sale contract does not expressly state that Clay had to make monthly loan payments. Those discrepancies are also crucial to the relief granted to Chavis by the circuit court." Judgment was reversed and the case remanded for further findings and proceedings. View "Clay v. Chavis." on Justia Law

Joshua Greer, a student at the University of Alabama in Huntsville ("the University"), and Young Americans for Liberty, a student organization at the University ("the plaintiffs"), appealed a judgment dismissing their action challenging the legality of the University's policy regulating speech in outdoor areas of the University's campus ("the policy"). The policy allowed University students and student organizations, among others, to reserve and use outdoor spaces on campus to engage in speech. Whether a reservation is required depends on the nature of the students' activities and expression. The general rule was that students had to make reservations for activities that make use of the outdoor areas of campus. No reservation was needed for "casual recreational or social activities," a term that the policy did not define. Similarly, no reservation was needed for "spontaneous activities of expression, which are generally prompted by news or affairs coming into public knowledge less than forty-eight (48) hours prior to the spontaneous expression." The policy then lists 20 designated areas on campus where spontaneous speech was allowed. Plaintiffs alleged that the policy violated the "Alabama Campus Free Speech Act" insofar as the policy generally required reservations for speech, creates the exception for "spontaneous" speech, and creates designated areas on campus for that spontaneous speech. The Alabama Supreme Court reversed the judgment dismissing the action on two grounds: (1) the policy plainly violates the Act insofar as the policy creates designated areas for spontaneous speech; and (2) there is at least one unresolved factual issue concerning the evaluation of the policy's time, place, and manner restrictions. View "Young Americans for Liberty at the University of Alabama in Huntsville, et al. v. St. John IV, et al." on Justia Law

Dennis Morgan Hicks was convicted of one count of capital murder for the killing of Joshua Duncan. The murder was made capital because Hicks committed it while he was under a sentence of life imprisonment. Hicks was also convicted of one count of second-degree theft of property. By a vote of 11-1, the jury recommended that Hicks be sentenced to death on the capital-murder conviction. The Circuit Court followed the jury's recommendation and sentenced Hicks to death on the capital-murder conviction; it sentenced him to time served on the second-degree theft-of-property conviction. Hicks appealed to the Alabama Court of Criminal Appeals, and, on original submission, that court affirmed Hicks's conviction but remanded the case for the trial court to address some sentencing issues. The Court of Criminal Appeals ultimately affirmed the death sentence. To the Alabama Supreme Court, Hicks argued the Court of Criminal Appeals erred: (1) in holding his right to counsel was not violated at the time of a pretrial mental evaluation; and (2) in holding that Dr. Karl Kirkland's testimony regarding Hicks' pretrial mental evaluation was admitted properly. Finding no reversible error, the Supreme Court affirmed the appellate court's judgment. View "Ex parte Dennis Morgan Hicks." on Justia Law

Progressive Direct Insurance Company ("Progressive") appealed a circuit court order granting a motion for a partial summary judgment filed by Madison Keen and joined by Robert Creller and Alfa Mutual Insurance Company ("Alfa"); the trial court certified its order as final pursuant to Rule 54(b), Ala. R. Civ. P. In September 2019, Keen was involved in a motor-vehicle accident. She sought compensation from Creller, who was the driver of the other vehicle involved in the accident. The vehicle Creller was driving was owned by his parents and was insured by Alfa. The evidence suggested that Creller and his spouse were living with Creller's parents at the time of the accident. Alfa paid Keen the limits of the insurance policy, and Keen executed a settlement agreement and a release in favor of Creller and Alfa. In June 2021, Keen filed the lawsuit at issue here seeking underinsured-motorist benefits from two different policies, namely, a policy issued by Progressive covering the vehicle Keen was driving at the time of the accident and a policy issued by State Farm Automobile Insurance Company ("State Farm") covering a second vehicle in Keen's household. Because Keen was driving the vehicle insured by Progressive at the time of the accident, her Progressive underinsured-motorist coverage was the primary insurance and the State Farm underinsured-motorist coverage was the secondary insurance. During the litigation, Creller was deposed and revealed the existence of an additional insurance policy covering his spouse's vehicle, which had been issued by Allstate Insurance Company ("Allstate") and which identified Creller as a named insured. The discovery of the Allstate policy raised the possibility that Creller might have had additional liability insurance coverage that could have compensated Keen for her injuries. Based on the alleged existence of additional insurance benefits, she asserted that there had been a mutual mistake among the parties to the settlement agreement and the release. Keen eventually moved for partial summary judgment, arguing the Allstate policy did not provide coverage. For its part, Progressive opposed Keen's motion, because the availability of benefits under the Allstate policy might affect Progressive's interests with respect to Keen's underinsured- motorist claim. The trial court granted Keen's motion and certified its order as final pursuant to Rule 54(b). Progressive appealed. Because it appeared there was a question of fact based on the evidence before the trial court existed when it entered the partial summary judgment, the Alabama Supreme Court reversed that judgment and remanded the case for further proceedings. View "Progressive Direct Ins. Co. v. Keen, et al." on Justia Law

This appeal arose from a quo warranto action initiated by a February 2022 complaint filed Frederick A. Burkes, Sr., on the relation of the State of Alabama, in which he alleged that James Franklin "has unlawfully usurped the public office of the constable for District 59 in Jefferson County, Alabama." Franklin moved to dismiss the quo warranto action in June 2022, which the circuit court granted. In July 2022, the Alabama Supreme Court issued its decision in a case related to this quo warranto action, holding the circuit court lacked subject-matter jurisdiction because Burkes had not given the circuit court security for costs, as required by § 6-6-591(b), Ala. Code 1975, and that the circuit court's judgment in the prior action was therefore void. This Court then dismissed the appeal because a void judgment will not support an appeal. Burkes argued here that, because the circuit court did not have subject-matter jurisdiction over the prior action, the circuit court erroneously dismissed the quo warranto action on the grounds of res judicata and collateral estoppel. To this the Supreme Court concurred, reversed dismissal of the quo warranto action, and remanded for further proceedings. View "Burkes v. Franklin" on Justia Law

T&J White, LLC, d/b/a Brown Heating & Cooling ("Brown Heating & Cooling"), and its employee, Bobby Morse ("the defendants"), appealed a circuit court’s denial of their motions seeking a judgment as a matter of law ("JML") and a new trial following the entry of judgment on a jury verdict against the defendants and in favor of the plaintiff, Timothy Williams. Morse, while engaged as an employee of Brown Heating & Cooling, rear-ended Williams in a motor-vehicle collision. Thereafter, Williams filed a complaint asserting, among other things, negligence and wantonness claims against the defendants. The case proceeded to trial. After the trial court instructed the jury but before the jury retired, counsel for the parties discussed the verdict form and the jury instructions that had been given. Ultimately, the defendants requested, and received, an additional blank line on the verdict form to allow the jury to award compensatory/nominal damages with respect to the wantonness claim; this additional line was placed just before the line for an award of punitive damages. The court then read the final verdict form to the jurors, and no objections were made. The jury returned a verdict in favor of Williams, awarding the following: $500,000 in compensatory damages for negligence, $250,000 in compensatory damages for wantonness, and $750,000 in punitive damages for wantonness. After the jury was polled, defense counsel orally renewed its motion for a JML based on, among other grounds, the alleged insufficiency of the evidence of wantonness and alleged inconsistency of the verdict. The court denied the motion, concluded the trial proceedings, and entered a final judgment on the verdict. The defendants, appealing the denial of a JML on the wantonness claim and that the trial court exceeded its discretion by denying their motion for a new trial. Finding no reversible error, the Alabama Supreme Court affirmed the trial court. View "Brown Heating & Cooling v. Williams" on Justia Law

After being indicted by a grand jury for unlawful possession of a controlled substance -- delta-9- tetrahydrocannabinol (synthetic marijuana), Charlie Byrd filed a motion to suppress the evidence that was the basis of his indictment on the ground that it was the product of an unlawful search and seizure. The motion was denied, and Byrd conditionally pled guilty, reserving the right to appeal the denial of the motion to suppress. Byrd was sentenced to 60 months in prison, with 12 served and 24 months of supervised probation. The Court of. Criminal Appeals affirmed Byrd’s conviction, and he appealed to the Alabama Supreme Court. Finding no reversible error, the Supreme Court affirmed the Court of Criminal Appeals. View "Ex parte Charlie Byrd" on Justia Law

Consolidated appeals stemmed from an action filed by The Citizens Bank ("Citizens Bank") against Steve Matherly ("Steve"); Sue E. Matherly a/k/a Sue Ellen Stratten, Steve's former spouse ("Sue"); and Penn Waters, LLC ("Penn Waters"). The initial complaint sought: (1) to quiet title to certain real property in Steve; (2) an accounting from Penn Waters as to the balance allegedly owed on a mortgage securing a home-equity line of credit on the same real property; (3) damages from Steve for breach of contract and fraud based on his failure to pay on his personal guaranty of a corporate debt; and (4) a judicial foreclosure of the mortgage securing the indebtedness owed Citizens Bank by Steve. In the course of the proceedings, Steve's current spouse, Jenny Matherly ("Jenny"), intervened as a defendant, claiming a homestead interest in the real property at issue. Eventually, the circuit court entered two orders granting summary judgment in favor of Citizens Bank. The first order awarded the real property in question to Citizens Bank and granted it immediate possession thereof, requiring Steve and Jenny to vacate the property, awarded Jenny $5,000 based on a homestead claim, and required Steve to pay the deficiency balance owed by him to Citizens Bank following foreclosure on the subject real property. The second order concluded that the mortgage held by Penn Waters was void because it had been previously satisfied. Both Jenny and Penn Waters appealed the circuit court's judgments, and Citizens Bank cross-appealed the circuit court's judgment awarding $5,000 to Jenny. Steve did not appeal the judgment against him, and Sue was not a party to the appeals. Finding no reversible error, the Alabama Supreme Court affirmed the circuit court's judgments. View "Penn Waters, LLC v. The Citizens Bank" on Justia Law