Justia Alabama Supreme Court Opinion Summaries

Zambia Player appealed two circuit court orders issued in regard to her administration of the estate of her brother, Jabari Player. Jabari died intestate in 2013, leaving as his sole heir at law his 14-year-old daughter J.C. In 2017, Zambia filed a "Petition for Letters of Administration," and, after posting a bond, she was appointed administratrix of Jabari's estate. Zambia filed an "Inventory of the Estate of Jabari Player," which showed the value of Jabari's estate to be $20,862. J.C. protested this inventory through counsel. For reasons that were not clear, a guardian ad litem was not appointed on J.C.'s behalf until four years later. For several years Zambia did nothing to close the estate or to surrender the property in the estate to J.C. Through her guardian ad litem, J.C. filed a petition to remove the estate to the Etowah Circuit Court. Following the removal of the estate, J.C. moved to compel an accounting. Zambia failed to comply with the accounting order; thereafter, J.C. moved to remove Zambia as personal representative of the estate. In response, Zambia filed a “petition for final settlement” of the estate. The circuit court still insisted on a “formal accounting.” At the hearing on J.C.’s motion to remove Zambia, Zambia appeared pro se and testified concerning her administration of the estate. Zambia essentially testified that she had relied upon her former attorney for all of her actions and that she did not mean to mismanage the estate, but Zambia essentially admitted that she had commingled estate funds and property with her personal accounts and property. The following day, the circuit court entered an order that, among other things, removed Zambia as personal representative of the estate, and it denied Zambia's petition for approval of her final accounting. The Supreme Court determined Zambia's appeal of the order removing her as personal representative of Jabari's estate was not timely; therefore that part of Zambia's appeal was not properly before the Supreme Court and was dismissed. Zambia also did not demonstrate that the circuit court erred in its order assessing damages against her for malfeasance in administering the estate. Therefore, that order was affirmed. View "Player v. J. C." on Justia Law

William "Will" Willimon, the former bishop of the North Alabama Annual Conference, United Methodist Church, Inc. ("the Conference"), and Debra Wallace-Padgett, the current bishop, petitioned the Alabama Supreme Court for a writ of mandamus to direct the Talladega Circuit Court to grant them protective orders or, alternatively, to quash their deposition notices in an action against a former youth pastor alleging sexual abuse. Charles Terrell, one of the defendants in the underlying action, was a former youth pastor at First United Methodist Church of Sylacauga ("the Church"). The plaintiff, J.N., was a minor male congregant in the Church who filed the underlying action alleging Terrell had sexually abused him. The Supreme Court denied the petition, finding the bishops failed to demonstrate that J.N.'s requested depositions were merely a fishing expedition to discover impeachment evidence. Thus, they failed to demonstrate they had a clear legal right to a protective order or to an order quashing their deposition notices on that basis. View "Ex parte Willimon & Wallace-Padgett." on Justia Law

Sonya C. Edwards and Edwards Law, LLC (collectively, "Edwards"), petitioned the Alabama Supreme Court for a writ of mandamus to direct a trial court to enter a summary judgment in their favor in an action filed against them by Ivan Gray. Sonya previously represented Gray in proceedings in federal court. In 2015, after mediation and a settlement, those proceedings concluded with the entry of a final judgment. Thereafter, Gray sought to set aside the settlement, and Sonya terminated her representation of Gray. In 2017, Gray sued Edwards alleging Edwards had entered into a contract with Gray in June 2014 in which Sonya agreed to represent Gray in the federal proceedings in exchange for a contingency fee of 50%. Gray alleged that he paid a total retainer fee in the amount of $14,380.85 to cover expenses. According to Gray's complaint, when his federal case concluded, Edwards disclosed that the actual expenses amounted to $4,516.77, therefore, he felt he was entitled to a refund of $9,864.08. When the refund was not forthcoming, Gray alleged Edward converted his retainer and breached the contract between the two. The Supreme Court determined the "act or omission or failure giving rise to the claim" occurred on September 16, 2015, and that was the operative date from which to measure the applicable two-year limitations period. Gray did not file his action until October 27, 2017, which was beyond the two-year limitations period. Accordingly, Edwards has demonstrated a clear legal right to have a summary-judgment entered in her favor. View "Ex parte Sonya C. Edwards and Edwards Law, LLC." on Justia Law

GEICO Insurance Company appealed a trial court judgment entered in favor of plaintiffs Johnson Evans, Jimmy Smith, and Bernard Smith on plaintiffs' claims for damages resulting from an automobile accident caused by GEICO's insured, Bernard Grey. GEICO argued that the April 17, 2019, judgment entered against it was void because it did not receive notice of plaintiffs' claims against it or notice of the hearing on plaintiffs' claims. For their part, plaintiffs did not dispute that GEICO never received actual notice of any action pending against it in the present case. Instead, they argued GEICO had "constructive notice of potential litigation" because it had actual notice of Grey's accident involving plaintiffs -- which occurred in 2010 -- and that GEICO was aware that plaintiffs claimed to be injured by Grey's actions. The Alabama Supreme Court agreed with GEIDO that "constructive notice of potential litigation" clearly fell short of "even the most basic requirements of due process." Because it was undisputed GEICO never received notice of any claim pending against it, the April 17 judgment violated due process, and was therefore void. Because a void judgment would not support an appeal, the trial court was instructed to vacate its judgment, and GEICO's appeal was thus dismissed. View "GEICO Insurance Co. v. Evans" on Justia Law

Plaintiff Helene Hoehn Taylor, appealed a trial court's judgment on partial findings in favor of defendant Margaret Hoehn. John Alphonse Hoehn ("Hoehn") died on or about October 17, 2014. He was survived by his wife, Margaret, and four daughters: Helene Taylor, Barbara Roberts, Ann Self, and Roman Fitzpatrick. In 2015, Helene filed a petition requesting that a will of Hoehn's that was dated June 7, 2005, be admitted to probate and that letters testamentary be issued to her. She attached to the petition an unsigned copy of a the purported will, stated that she believed that Margaret had the original signed will in her possession, and requested that the probate court enter an order requiring Margaret to produce the signed will so it could be properly probated. Margaret ultimately moved to dismiss Helene's petition, alleging Hoehn had died intestate. Helene sought to compel Margaret to produce Hoehn's executed will. In response, Margaret asserted she had been married to Hoehn for 46 1⁄2 years and that she was not aware of any will that he had executed. She moved again for Helene's petition be dismissed. Helene attempted to probate a lost will. The circuit court dismissed the daughters' attempt to intervene. At a bench trial, Roman testified she was present when her father signed the will at issue; she also produced a signed copy of a revocable trust agreement, wherein the trust would be funded by the terms of the will. An attorney who drafted the will and trust agreement also testified; his office did not have an executed copy of Hoehn's will or the trust agreement. Further, the attorney testified that "knowing what [he] knew about the family and the potential for subsequent litigation, it would have been unusual for [him] to have Roman or anybody else sitting right there" while the Hoehns signed the documents. The attorney testified Hoehn asked the attorney to revoke the power of attorney and any other writing he had made which purported to gift anything of value to Roman or Helene. Margaret moved for judgment on partial findings at the close of Helene's case. The Alabama Supreme Court affirmed judgment in favor of Margaret, finding the circuit court could have reasonably concluded that Helene did not establish that Hoehn ever properly executed the purportedly lost will, and could have reasonably concluded that, even if Hoehn had signed the will, that will had been revoked. View "Taylor v. Hoehn" on Justia Law

James Cochran, the plaintiff in an unsuccessful personal-injury action, challenged a circuit court order setting aside a $2,000,000 default judgment entered against Pilar Engelland ("Pilar") after she initially failed to respond to his complaint. In 2012, Cochran was riding his motorcycle westbound on U.S. Highway 278 in Calhoun County, Alabama when he struck a horse that had entered the road. Cochran suffered significant injuries in the accident. Cochran retained attorney James Shelnutt to pursue legal remedies against any parties responsible for the presence of the horse in the road. Cochran and Shelnutt concluded that the horse struck by Cochran had escaped from a nearby farm. The owner of the farm was ultimately identified as Pilar. Shelnutt had telephone conversations with Pilar, her son, and Jerry Coley, who was leasing the farm from Pilar at the time of Cochran's accident. It appeared that the primary purpose of those conversations was to determine whether any insurance policies existed that might provide coverage for Cochran's accident. No such policies were identified, and there was no evidence that there was any more communication between Cochran and Pilar or her son after May 2013. Cochran sued Pilar and Coley alleging their negligence had caused the 2012 accident. Cochran attempted to serve Pilar by certified mail sent to the mailing address for the farm, but the notice was returned that same month marked "return to sender, not deliverable as addressed, unable to forward." The trial court record reflected that Coley was served and that he filed an answer denying liability for Cochran's injuries. Cochran proceeded to litigate his claim against Coley for approximately the next two years until May 31, 2016, when the claim against Coley was dismissed with prejudice. The trial court entered a $2,000,000 default judgment against Pilar after Cochran served her by publication with notice of his complaint and she failed to appear and file a response. When Pilar learned of the default judgment, she successfully moved to have the judgment set aside, arguing that service by publication was not proper because she had taken no steps to avoid service of process. Concurring with the trial court judgment setting aside the $2 million judgment, the Alabama Supreme Court affirmed, finding service by publication was improper. View "Cochran v. Engelland" on Justia Law

Beekman Youngblood, M.D. ("Dr. Youngblood"), a board-certified anesthesiologist, appealed a circuit court judgment entered on a jury verdict in favor of Anthony Martin, as personal representative of the estate of Lanesha Martin. On May 25, 2006, Lanesha Martin underwent outpatient sinus surgery at Vaughan Regional Medical Center. During the surgery, Mrs. Martin was administered general anesthesia and was intubated (i.e., an endotracheal tube was inserted into her throat to help her breathe). After the surgery, Mrs. Martin developed pulmonary edema while in the post-anesthesia care unit ("the PACU") and began experiencing problems with her oxygen saturation. Mrs. Martin was subsequently reintubated and transferred to the intensive-care unit of the medical center for further treatment, but she died on May 29, 2006. On May 28, 2008, Mr. Martin, as the personal representative of Mrs. Martin's estate, commenced a wrongful- death action against Dr. Youngblood and Vaughan Regional Medical Center, Inc. ("VRMC"), the owner and operator of the medical center, which eventually settled before trial, under § 6-5-410, Ala. Code 1975. In his complaint, Mr. Martin alleged that Dr. Youngblood had failed to meet the applicable standard of care in administering anesthesia and in caring for and treating Mrs. Martin after the surgery. the Alabama Supreme Court determined Mr. Martin's expert was not qualified to testify, therefore the the trial court should have entered a JML in favor of Dr. Youngblood. Accordingly, the judgment was reversed and the case remanded for the trial court to enter a JML in favor of Dr. Youngblood. View "Youngblood v. Martin" on Justia Law

On April 1, 2016, Lasonya Lindsey agreed to purchase real property located in Selma from Doris Wallace. Attorney Charles Sims III was retained by one or both of the transacting parties in connection with the sale. On April 26, Sims incorrectly represented to Lindsey that the property was unencumbered by any liens. The transaction closed two days later. In November 2017, Lindsey received written notice that the property had been sold two days earlier at a foreclosure sale after Wallace defaulted on a mortgage on the property. Lindsey and her family were ordered to immediately vacate the property, on which they had already spent $20,000 improving. In early 2018, Lindsey brought a single-count complaint against Sims under the Alabama Legal Services Liability Act, alleging that Sims breached his duty of care by misrepresenting the property. Lindsey filed a first amended complaint on January 31 for the sole purpose of correcting the spelling of Sims's name. Neither the original complaint nor the first amended complaint contained a jury demand. Sims answered the first amended complaint on March 8, and on April 25 he submitted a response to Lindsey's interrogatories in which he stated that he had never represented Lindsey, that his only involvement in the transaction had been to prepare a warranty deed at Wallace's direction, and that he did not perform any title work as part of his representation of Wallace. Lindsay amended the complaint a second time, which included, for the first time, a jury demand on all counts. Relevant here, Sims moved to strike the jury demand, asserting it was made more than 30 days after service of the last pleading on the triable issue: Sims' March 8, 2018, answer. The trial court granted this motion, and Lindsay petitioned the Alabama Supreme Court for mandamus relief, directing the trial court to vacate its order. Because any error could be adequately remedied on appeal, the Supreme Court denied Lindsey's petition for a writ of mandamus to the extent it asks the Court to direct the trial court to vacate its order dismissing counts III and IV of the second amended complaint. The Court granted the petition for a writ of mandamus, however, to the extent it asks the Court to direct the trial court to vacate its order striking the jury demand in the second amended complaint with respect to new issues. The second amended complaint included two new issues –- the conflict-of- interest allegation against Sims in count I and the fraud claim against Wallace in count II –- and Lindsey made a timely demand for a trial by jury on both of those issues. View "Ex parte Lasonya Lindsey" on Justia Law

Tania Burgess petitioned the Alabama Supreme Court for a writ of mandamus to direct the Jefferson Circuit Court to vacate its order transferring the underlying action to the Shelby Circuit Court. On April 22, 2019, a vehicle driven by Burgess collided with a vehicle driven by Jonathan Aaron Stephens; the accident occurred in Shelby County. Burgess sued Stephens and Patti Mollica in the Jefferson Circuit Court, alleging as to Stephens negligence and wantonness and as to Mollica negligent entrustment of her vehicle to Stephens, and seeking damages for her accident-related injuries. Burgess, Stephens, and Mollica were all Jefferson County residents. The Supreme Court concluded, after review of the trial court record, that the Jefferson Circuit Court exceeded its discretion in transferring this case to the Shelby Circuit Court. It, therefore, granted the petition for a writ of mandamus and directed the Jefferson Circuit Court to vacate its July 29, 2019, order transferring this action to the Shelby Circuit Court. View "Ex parte Tania Burgess" on Justia Law

Consolidated petitions for a writ of mandamus required the Alabama Supreme Court to consider the objections of four nonparty witnesses to subpoenas issued by the Utilities Board of the City of Daphne ("Daphne Utilities"). In case no. 1171028, two of the witnesses asked the Court to vacate an order entered by the trial court requiring them to produce certain electronic information. In case no. 1180360, three of the witnesses asked the Court to vacate an order entered by the trial court allowing subpoenas for their past employment records to be issued to their current employers. The Court denied the petition in case no. 1171028, finding a favorable decision resulting from a review would not alter the parties' already existing discovery obligations; the Court granted the petition and issued a writ of mandamus in case no. 1180360, finding that because Daphne Utilities' subpoenas demanding employment records from whistleblowers' employers were not proportional to the needs of the case and were not reasonably calculated to lead to the discovery of admissible evidence. View "Ex parte Michael Wade Hogeland, Robert Miller, Vanna Trott." on Justia Law