Justia Alabama Supreme Court Opinion Summaries

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Robert Louis Dill appealed a circuit court judgment entered on a jury verdict in favor of Douglas Dill in Douglas's action contesting the purported will of Walter Dill, Jr. Walter and his wife Alva purchased a house across the street from Douglas (his son) and his wife Peggy, and Douglas' children. After Alva died, Douglas and Peggy assisted Walter with things such as preparing his meals and taking him to his appointments. Robert, Walter's brother, did not visit with Walter much before Alva's death because Alva did not care for Robert. However, after Alva died, Robert started visiting Walter and spending time with him on a frequent basis. Robert began taking Walter to certain places and appointments. By 2008, Walter did not really trust anyone but Robert and that Robert had "spread his wings over Walter." Peggy further stated that Robert had started turning Walter against Douglas. Walter had approximately $80,000 in a joint checking account with Douglas that was intended to help pay for Walter's future care. Douglas and Peggy discovered that Walter had written approximately $40,000 worth of checks from the joint account to Robert, one of which had been used to purchase Robert a vehicle. Thereafter, Douglas removed the $39,000 from the joint account and placed the money in an account solely in his name to prevent Walter from giving more money to Robert. Douglas and Robert separately petitioned an Alabama Probate Court seeking letters of guardianship and conservatorship over Walter. It appeared from the record that Walter once had a will that made Douglas the primary beneficiary of his estate. However, on December 11, 2013, Walter executed a new will ("the 2013 will") naming Robert as the executor and sole beneficiary of his estate. The Alabama Supreme Court affirmed judgment in favor of Douglas, finding the 2013 will had been prepared by an attorney who had previously represented Robert, and Robert accompanied Walter to the attorney's office on the day the will was executed. Approximately one month after the 2013 will was executed, the probate court entered an order finding that Walter lacked the mental capacity to handle his affairs and appointed a permanent conservator for Walter. "Based on the foregoing, we cannot say that the circuit court erred in entering a judgment on the jury's verdict in favor of Douglas in the will contest." View "Dill v. Dill" on Justia Law

Posted in: Trusts & Estates
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Susan Runnels petitioned the Alabama Supreme Court for a writ of mandamus to direct the trial court to enter a summary judgment in her favor of a spoliation-of-evidence claim asserted against her by Amir Fooladi, as father and next friend of Malia Fooladi ("Malia"), was barred by the defense of State-agent immunity. This case arose from an incident in which Malia, a four-year-old student in the prekindergarten program at Elsanor Elementary School, was injured while playing on playground equipment located at the school. Runnels was the principal of the school, operated by the Baldwin County Board of Education. In February 2016, an attorney retained by Malia's family sent a letter to the Board advising it of Malia's injuries and requesting that it preserve the glider. Runnels received a copy of a response letter sent by an attorney for the Board agreeing that the glider would be stored for an indefinite period and that the Board would provide advance notification before disposing of the glider. In response to those requests, Runnels asked the head custodian at the school to put the glider into storage on school grounds, and the head custodian moved the glider into the boiler room of the school. At some point between February 2016 and March 2018, a new custodial assistant at the school removed the glider from the boiler room and placed the glider in the trash. Fooladi alleged Runnels had been negligent and wanton: (1) in failing to ensure that the glider was appropriate for use on a school playground; (2) in failing to ensure that the glider would be safe for children to play on; (3) in failing to maintain the glider in proper working order; and (4) in failing to inspect the glider for defects. Fooladi further alleged that, by permitting the disposal of the glider, Runnels had spoliated evidence, and that spoliation severely impacted Fooladi's ability to prove the product-liability claims asserted against the manufacturer of the glider. Because Fooladi presented no arguments or evidence regarding Runnels's entitlement to State-agent immunity with respect to the spoliation-of-evidence claim, the Supreme Court concluded Fooladi failed to carry his burden of either raising a genuine issue of material fact as to Runnels's entitlement to State-agent immunity or showing that one of the exceptions to State-agent immunity applied in this case. Runnels' petition was granted and the trial court directed to enter an order granting her motion for summary judgment. View "Ex parte Susan Runnels." on Justia Law

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In May 2018, Howard Cole Burton ("Cole") and Nicholas Hood ("Nicholas") were Auburn University students enrolled in the field-camp course offered by the Department of Geosciences. As part of that geology course, students participated in a series of field exercises, including traveling to geologically significant sites in Alabama. One of the geologically significant sites in Alabama is known as "the Gadsden site," considered a "world-renowned example of a foreland-fold-and-thrust belt." Before the field-exercise portion of the course began, the faculty conducted an informational meeting to brief the students on safety and the specifics of what they could expect to encounter during the field exercises. At that meeting, the students were told to wear bright colors during field exercises for the purpose of staying visible to drivers when near a roadway and to hunters when in a wooded area. No safety cones, signs, or flags were placed along the section of the highway where the group was conducting the field exercise to alert oncoming traffic as to the presence of the group. The students began working on the field exercise approximately 12 to 15 feet from the edge of the highway. Jennifer Fulkerson was driving southbound on Highway 431 in an impaired state and under the influence of several prescription medications. Fulkerson's driver's side tires ran off the highway into the median, causing Fulkerson to react and overcorrect, ultimately striking Cole and Nicholas. Cole suffered severe injuries, and Nicholas died approximately one month after the accident from the injuries he had sustained. Caitlin Hood, as the personal representative of Nicholas's estate, and Cole individually sued Fulkerson, among others, asserting various claims arising out of the accident. At issue in this appeal was whether the University faculty were entitled to State-agent immunity from suit. The Alabama Supreme Court concluded the University defendant were indeed entitled to such immunity, and affirmed summary judgment entered by the trial court in defendants' favor. View "Burton v. Hawkins, et al." on Justia Law

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Equivest Financial, LLC, bought property owned by Mark Stiff and Jim Stiff at a tax sale. The Alabama Supreme Court later declared that sale void. After the case was remanded for further proceedings, including consideration of Equivest's alternative claim for relief, the trial court entered judgment in Equivest's favor. Mark appealed that judgment, arguing that the trial court erred: (1) by awarding Equivest interest on the amount it bid in excess of the delinquent taxes; and (2) by awarding Equivest interest that accrued, and by failing to award him costs that he incurred, after he tendered an offer of judgment. The Supreme Court rejected these arguments and affirmed the trial court's judgment. View "Stiff v. Equivest Financial, LLC" on Justia Law

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Cahaba Riverkeeper, Inc., Cahaba River Society, David Butler, and Bradford McLane ("the conservation parties") appealed a circuit court's dismissal of their action for declaratory and injunctive relief against the Water Works Board of the City of Birmingham ("the Board") and the State of Alabama, on the relation of Alabama Attorney General Steve Marshall. At the heart of this case was a settlement agreement executed by the Board and a former attorney general executed in 2001. In 1998, the City of Birmingham ("the City") and its then-mayor began exploring ways to increase funding for its school system, and ultimately sold the assets of the system, including land, reservoirs, and filtration systems, to a private investor to retire debts and to establish an education trust fund. In 2000, the City's newly elected mayor sought to establish a new arrangement in which the Board would operate as a City department. Members of the city council opposed that plan, wishing to keep the Board independent and have it buy back the system assets. In July 2000, the city council approved an ordinance to transfer the assets back to the Board. The mayor later filed suit against the Board and city council in an attempt to prevent the Board from repurchasing the assets. The State Attorney General intervened and counterclaimed against the mayor and city council, all of which ended in the settlement agreement. In their complaint here, the conservation parties alleged that, in 2016, a parcel of land "subject to the settlement agreement was sold for a gas station after unanimous approval by the Board." In 2021, the conservation parties contended the Conservation Easement Agreement ("the CEA") did not establish a valid conservation easement that fulfilled the requirements dictated in paragraph 7 of the settlement agreement. The Alabama Supreme Court found that based on paragraph 6 of the settlement agreement, the conservation parties had a third-party right to seek enforcement of the terms of paragraph 7 of the settlement agreement. The Court also concluded the conservation parties stated a viable justiciable controversy with respect to whether the Board fulfilled its obligation in paragraph 7 of the settlement agreement "to place a conservation easement on the System's real estate described in paragraph 7 of the Acquisition Agreement ...." Therefore, the circuit court's judgment dismissing the conservation parties' claims against the Board is reversed, and the cause is remanded for further proceedings. View "Cahaba Riverkeeper, Inc., et al. v. Water Works Board of the City of Birmingham, et al." on Justia Law

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These consolidated appellate proceedings arose from a quo warranto action filed by the State of Alabama, on the relation of Charles Driggars, challenging Governor Kay Ivey's appointment of James Naftel II to the office of Judge of Probate of Jefferson County, place no. 1. In case no. 1200755, Judge Naftel, individually and in his official capacity, and Governor Ivey appealed a circuit court order denying their motion for a summary judgment. After review, a majority of the Alabama Supreme Court reversed that order and the case remanded for the circuit court to enter summary judgment in Judge Naftel and the Governor's favor. The Court's resolution of the appeal in favor of Judge Naftel and Governor Ivey made the relief sought in their petition for a writ of mandamus moot; the petition was therefore dismissed. View "Naftel v. Alabama ex rel. Driggars" on Justia Law

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Richard Glass appealed a circuit court judgment upholding the constitutionality of a municipal ordinance and a corresponding local act that authorized automated photographic enforcement of traffic-light violations within the corporate limits of the City of Montgomery ("the City"). Glass claimed the ordinance and the local act violate dArt. VI, sections 89, 104, and 105, Ala. Const. 1901 (Off. Recomp.). On August 7, 2017, Glass ran a red light at an intersection within the corporate limits of the City. The automated camera equipment at the intersection detected and photographed Glass's vehicle running the red light. As a result, the City issued Glass a civil citation. At the hearing, Glass did not dispute that his vehicle was photographed running the red light. Instead, Glass challenged the constitutionality of the Ordinance and the Act. The municipal court concluded that it lacked jurisdiction to decide Glass's constitutional claims, and it found Glass liable for the red-light violation. After review, the Alabama Supreme Court concluded Glass did not demonstrate the Ordinance and Act violated sections 89, 104, or 105 of the Alabama Constitution. Accordingly, the Court affirmed the trial court's judgment upholding the constitutionality of both. View "Glass v. City of Montgomery" on Justia Law

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Yulanda Haddan appealed the grant of summary judgment entered in favor of Norfolk Southern Railway Company and Norfolk Southern Corporation (collectively referred to as "Norfolk Southern"). She also sought review of a circuit court order striking certain deposition testimony. Haddan was injured when a pickup truck in which she was riding collided with a Norfolk Southern train at a railroad crossing. In its summary judgment, the circuit court concluded that Haddan could not recover against Norfolk Southern because, it determined, the driver of the truck failed to stop, look, and listen before entering the crossing and that failure was the sole proximate cause of Haddan's injury. The Alabama Supreme Court affirmed the circuit court's order striking the testimony, but reversed summary judgment and remand the matter to the circuit court for further proceedings. "Haddan presented substantial evidence ... from which a reasonable person could conclude that Norfolk Southern contributed to cause the collision resulting in Haddan's injuries, calling into question whether Cox's contributory negligence rose to the level of a superseding, intervening cause and creating a jury question as to whether Cox's conduct was that of a concurrent tortfeasor. The evidence of Norfolk Southern's failure to install lights and a gate at the crossing further raises doubt as to whether Cox's failure to stop, look, and listen was truly unforeseeable. Haddan has raised enough of a factual issue to preclude the entry of a summary judgment in favor of Norfolk Southern. Ultimately, 'the jury must decide whose actions are the proximate cause of the injury, or whether both [parties'] actions concurred and combined to proximately cause the injury.'" View "Haddan v. Norfolk Southern Railway Co." on Justia Law

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After sustaining injuries in a one-vehicle accident, Terry and Jane Pruitt filed a complaint against several defendants, including AAA Interstate Transportation, LLC ("AAA"), in the Walker Circuit Court. The court dismissed their claims against AAA for lack of personal jurisdiction, and it certified that dismissal as a final judgment under Rule 54(b), Ala. R. Civ. P. The Pruitts appealed. Because the circuit court did not have either general or specific personal jurisdiction over AAA, the Alabama Supreme Court affirmed. View "Pruitt v. AAA Interstate Transportation, LLC" on Justia Law

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The issue this case presented for the Alabama Supreme Court's review was one of first impression. Yamil Alexsander Hare and Jose Sosa filed a state-court action to recover personal property that a Gulf Shores police officer seized without a warrant under state law and then transferred to two Baldwin County Sheriff's Office ("BCSO") deputies, acting in their capacity as federally deputized agents of the Drug Enforcement Administration ("the DEA"). The circuit court ruled that it lacked in rem jurisdiction based on the Court of Civil Appeals' caselaw. The Supreme Court held that, under 21 U.S.C. 881(c), exclusive federal jurisdiction attached when the deputized DEA agents took possession of the property and no state court had prior in rem jurisdiction. Accordingly, the Supreme Court affirmed the circuit court. View "Hare v. Mack" on Justia Law