Justia Alabama Supreme Court Opinion Summaries

Evangela Skelton ("Angel"), as personal representative of the estate of Brian Lee Skelton, Sr. ("the estate"), requested the Alabama Supreme Court issue a writ of mandamus directing the Circuit Court (1) to vacate its order denying her motion to dismiss an action filed in the circuit court by Joshua Council ("Joshua") and (2) to enter an order dismissing Joshua's action on the ground of abatement. Frederick Skelton, Jr. ("Frederick Jr."), died on June 7, 1979. Frederick Jr. was survived by his wife, Rheta Skelton ("Rheta"), and four children: Brian Lee Skelton, Sr. ("Brian Lee"), Frederick Tildon Skelton III ("Frederick III"), Loretta Skelton ("Loree"), and Cindy Skelton ("Cindy"). The original trustee of the trust was Rheta. The trust named Frederick III as successor trustee to Rheta and Brian Lee as successor trustee to Frederick III. The trust named no successor trustee to Brian Lee. Rheta died on December 13, 2015. Rheta was predeceased by Frederick III, who died on January 1, 2014. Thus, Brian Lee became the successor trustee of the trust following Rheta's death. However, Brian Lee died on July 2, 2016, before dividing the trust property into shares and distributing those shares pursuant to the terms of the trust and before making a final settlement of the trust. Brian Lee was survived by his wife, Angel, by two adult children, Brian Lee Skelton, Jr. ("Brian Jr."), and Taylor Skelton Madsen ("Taylor"), and by a minor child, Olivia Jade Skelton ("Olivia"). Brian Lee's adult children sought appointment such that the Family Trust shares could be distributed. Joshua, as beneficiary, petitioned for termination, alleging that the trust should have terminated on Rheta's death, and asked the circuit court to distribute the trust assets. Angel moved to dismiss, which was ultimately denied. The Alabama Supreme Court determined the circuit court erred in denying Angel's motion, reversed the Circuit court and directed it to enter an order dismissing Joshua's action. View "Ex parte Evangela Skelton, as the personal representative of the Estate of Brian Lee Skelton, Sr., deceased." on Justia Law

Kimberly Blalock appealed a circuit court order holding Crimson Sutphin was the rightful beneficiary of a policy insuring the life of Loyd Sutphin, Jr. ("Loyd"), issued by New York Life Insurance Company. Loyd took out a $250,000 individual whole life-insurance policy, naming his daughter, Sutphin, as the sole beneficiary. In October 2012, Loyd married Blalock, and they lived together at his home in Henegar. Soon after, in December 2012, Loyd submitted a change-of-beneficiary-designation form to New York Life, designating Blalock and Sutphin each as a 50% beneficiary under the policy. A few years later, in February 2016, Loyd and Blalock divorced; however, the life-insurance policy was not addressed in the divorce judgment, and Loyd never changed the beneficiary designation following the divorce. Loyd died later that year on December 23, 2016. In April 2017, Sutphin filed a action seeking a judgment declaring that she was the rightful beneficiary of the entire proceeds of the New York Life policy because, she asserted, pursuant to section 30-4-17, Ala. Code 1975, Blalock's beneficiary designation had been revoked upon her divorce from Loyd. Blalock moved to dismiss the action, arguing that Tennessee, not Alabama, law should govern and, thus, that the DeKalb Circuit Court did not have subject-matter jurisdiction to hear the case. The circuit court denied the motion to dismiss; Blalock filed a motion to reconsider the denial. At an evidentiary hearing on her motion to reconsider, Blalock again argued that the DeKalb Circuit Court lacked subject-matter jurisdiction but also asserted that the application of 30-4-17 in this instance violated section 22 of the Alabama Constitution of 1901; the circuit court denied Blalock's motion to reconsider. The case proceeded to a bench trial, at which Blalock argued that she and Loyd had established a common-law marriage after their divorce and before his death, thereby reviving her beneficiary designation under the policy. The circuit court heard testimony from numerous witnesses on this issue, most of whom testified on Blalock's behalf. In 2018, the circuit court issued a final order in the case, holding that Sutphin was the rightful beneficiary under the policy because Blalock's beneficiary designation had been revoked by virtue of 30-4-17 and no common-law marriage existed to revive that designation before Loyd's death. Finding that Blalock's beneficiary designation was revoked under 30-4-17 by virtue of her divorce, the Alabama Supreme Court affirmed the circuit court. View "Blalock v. Sutphin" on Justia Law

Eduard Kennedy sued Tomlin Construction, LLC, and its employee, Stuart McQuaid Campbell, Jr., seeking damages for personal injuries Kennedy suffered when the Plymouth Grand Voyager passenger van he was driving collided with a 2007 Caterpillar motor grader belonging to Tomlin Construction and being operated by Campbell; the accident occurred in a construction zone. The jury returned a verdict in favor of Kennedy, awarding him compensatory damages in the amount of $3,000,000. Campbell and Tomlin Construction filed a postjudgment motion for a judgment as a matter of law ("JML"), a new trial, or a remittitur of damages; the trial court denied that motion. Campbell and Tomlin Construction appealed. The Alabama Supreme Court found the trial court entered a very detailed order finding no flaw in the jury’s verdict; the Court concluded Campbell and Tomlin Construction presented nothing to undermine that order, and that the record supported denial of their motion for JML, new trial or remittitur. Accordingly, the Court affirmed the trial court’s order and the jury’s verdict. View "Campbell v. Kennedy" on Justia Law

Sue Shadrick, as personal representative of the estate of William Harold Shadrick ("William"), appealed the grant of summary judgment in favor of Wilfredo Grana, M.D. In 2010, William presented to the emergency room reporting that he had been experiencing shortness of breath and chest pain. An emergency-room physician, Dr. Gary Moore, concluded that William had suffered a heart attack. Dr. Moore placed separate telephone calls to Osita Onyekwere, M.D., who was the cardiologist on call at the time, and to Dr. Grana, who is a board-certified internist and a hospitalist for the hospital. Dr. Moore discussed William's condition with Dr. Onyekwere and Dr. Grana. Thereafter, Dr. Grana admitted William to the hospital. Dr. Grana testified that, based on the echocardiogram, he believed that William was in cardiogenic shock, which means that his heart was unable to pump enough blood to meet his body's needs. Dr. Grana testified that he believed an emergency heart catheterization was necessary, which would have revealed the reason for the cardiogenic shock, such as a blocked blood vessel. As an internist, however, Dr. Grana could not perform that invasive procedure. After his telephone conversation with Dr. Grana, Dr. Onyekwere went home for the night without personally seeing William. The next morning, Dr. Grana learned that William's condition had worsened and that Dr. Onyekwere had not yet seen William. Dr. Onyekwere's nurse extender told Dr. Grana that William was being transferred to the hospital's intensive-care unit and that Dr. Onyekwere was en route to the hospital. William suffered cardiac arrest, later dying from insufficient oxygen to his brain. A heart catheterization performed after William had suffered cardiac arrest indicated that he had heart blockages that might have been bypassed through surgery had they been discovered earlier. Shadrick sued Dr. Onyekwere and Dr. Grana. She settled her claims against Dr. Onyekwere, and Dr. Grana filed a motion for a summary judgment. The Alabama Supreme Court determined Shadrick was required to support her claims against Dr. Grana with the expert testimony of a similarly situated health-care provider. The trial court did not err in determining that her expert did not qualify as such. Accordingly, the trial court did not err in entering a summary judgment in favor of Dr. Grana. View "Shadrick v. Grana" on Justia Law

Mother G.L.C. petitioned the Alabama Supreme Court for certiorari review of a court of Civil Appeals judgment that denied her appeal as untimely. C.E.C. III ("the father") filed a petition with the Juvenile Court seeking to terminate Mother’s parental rights, alleging she had abandoned their son, A.B.C. ("the child"). The juvenile court appointed an attorney to represent the mother, and the juvenile court subsequently conducted a hearing on the father's petition. On August 16, 2017, the juvenile court entered a final judgment terminating the mother's parental rights to the child. The mother did not file a postjudgment motion challenging the juvenile court's judgment; therefore, pursuant to Rule 4(a)(1)(E), Ala. R. App. P., and Rule 28(C), Ala. R. Juv. P., the mother had 14 days, or until August 30, 2017, to file her notice of appeal. The notice of appeal and docketing statement that appear in the record were stamped filed on August 31, 2017, but that date had been changed by hand to August 30, 2017. The notice of appeal and the docketing statement were signed by the mother, not the court-appointed attorney who represented her during the termination-of-parental-rights proceeding. The date next to the mother's signature on the notice of appeal was August 31, 2017, but it had been changed to August 30, 2017; the date next to the mother's signature on the docketing statement was August 31, 2017. When considering the particular circumstances of this case, the Alabama Supreme Court determined the mother did everything she was supposed to do but was prevented from timely filing her notice of appeal based on erroneous information given to her by someone in the circuit clerk's office. Together with the fact that the mother was appealing the termination of her parental rights, the Court concluded equity required the Court deem the mother's notice of appeal timely filed. Accordingly, the dismissal was reversed and remanded for further proceedings. View "Ex parte G.L.C." on Justia Law

Patricia Campbell appeals from an order of the Mobile Circuit Court adjudicating J.R.C., J.L.C., R.L.C., and J.H.S., minor children, as the heirs of the estate of her son, Remano Campbell. Remano died intestate in October 2011, the victim of a homicide perpetrated by his wife, Eugenia Campbell. At the time of his death, Remano was the insured under a $200,000 life-insurance policy issued by United of Omaha Life Insurance Company ("Omaha"). Because Eugenia was not considered to be Remano's surviving spouse, the proceeds of the insurance policy would pass to Remano's issue; if there was no surviving issue, then to his parent or parents equally. Remano and Eugenia were legally married in June 2002. During their marriage, Remano and Eugenia had three children, J.R.C., J.L.C., and R.L.C. Eugenia also had another child, J.H.S., who was born approximately 18 months before her marriage to Remano and who lived with Remano and Eugenia throughout their marriage. In January 2017, the administrator ad litem of Remano's estate filed a complaint in the interpleader action, seeking a judgment declaring that the Campbell children and J.H.S. were Remano's heirs and thus were entitled to the life insurance proceeds. After a hearing, the circuit court entered an order adjudicating the Campbell children and J.H.S. to be Remano's heirs and further finding that Patricia lacked standing to challenge the paternity of the children. Accordingly, the circuit court ordered disbursement of the insurance proceeds in the interpleader action and directed that the estate administration be remanded to the probate court. Patricia filed a postjudgment motion, which was denied. This appeal followed. Finding no reversible error in the circuit court’s judgment, the Alabama Supreme Court affirmed adjudication of the children as Remano’s heirs. View "Campbell v. J.R.C." on Justia Law

Linda Unger, as personal representative of the estate of Marshall Unger ("Unger") deceased, appealed the grant of summary judgment in favor of Wal-Mart Stores East, L.P., and its employees, Naomi Phillips (the store greeter) and Billy Odom (the store manager, collectively referred to as "the Wal-Mart defendants" or “defendants”). On May 20, 2014, Unger, who was 77 years old, and his wife, Linda, visited a Wal-Mart discount store in Mobile. In an attempt to dislodge a stuck shopping cart from the front of the store, Unger lost his balance and fell to the floor, allegedly suffering two fractured vertebrae in his thoracic spine. Several Wal-Mart employees went to Unger's assistance and offered to call an ambulance, but Unger told the employees that he did not require an ambulance. In January 2015, Unger sued Wal-Mart Stores East, L.P., Billy Odom, and fictitiously named defendants alleging that, on the day he was injured, Phillips, the store greeter, had been negligent and/or wanton in failing to "stage a clean [shopping] cart for easy access in violation of Wal-Mart's policies"; that "the Wal-Mart employee collecting carts from outside the store overloaded the machine used for collecting carts creating an unsafe condition that consumers would have no knowledge of"; and that Wal-Mart had been negligent and/or wanton in failing to train and/or supervise its employees. Unger died in April 2016, while his action was pending. The Alabama Supreme Court concluded plaintiff failed to establish by substantial evidence that Wal-Mart had a legal duty to provide Unger, a business invitee, with a staged shopping cart when he entered the store on May 20, 2014. Accordingly, the summary judgment in favor of the Wal-Mart defendants was affirmed. View "Unger v. Wal-Mart Stores East, L.P." on Justia Law

William Norvell appealed the grant of summary judgment in an action he filed against his brothers Carter and Samuel Norvell. This case arose from a dispute concerning a transaction in which their mother, Martha, sold Carter a certain house on lakefront property ("the lake house"). Martha established a revocable trust ("the trust") and executed a deed transferring title to the lake house to the trust. Carter was both the trustee and the beneficiary of the trust. Martha also executed a will that, because her husband has preceded her in death, divided her estate in equal shares among three of her four sons, Carter, Samuel, and Neal Norvell, expressly excluding William. A few years later, Martha executed a "revocation of trust agreement" pursuant to which she revoked the trust and expressed her desire to transfer title to the lake house from the trust to herself; shortly thereafter, Carter, as the trustee, executed a deed transferring title to the lake house to Martha. Martha also executed a codicil to her will to devise and bequeath her assets to Carter, Samuel, Neal, and William in equal shares and to appoint Carter and William co-personal representatives of her estate. The Alabama Supreme Court determined William failed to demonstrate the circuit court erred by entering a summary judgment in the defendants' favor on his "interference-with-inheritance-expectancy" and undue influence claims. Accordingly, the Court affirmed summary judgment with respect to those claims. However, the circuit court erred by entering a summary judgment in the defendants' favor based on William's lack of "standing" to prosecute his declaratory-judgment, breach-of-fiduciary-duty, and conspiracy claims. Accordingly, the Court reversed summary judgment with respect to those claims and remanded the case for further proceedings. View "Norvell v. Norvell" on Justia Law

Jessie Phillips was sentenced to death for the intentional killing of his wife and their unborn child. The Court of Criminal Appeals affirmed Phillips's conviction but remanded the case for the trial court to address certain defects and errors in its sentencing order. The Alabama Supreme Court granted certiorari review 13 issues raised in Phillips's petition related to jury instructions on transferred intent and intent and knowledge; the application of section 13A-1-6, Ala. Code 1975, known as "the Brody Act," to the facts of this case; the chain of custody of a urine sample taken during Erica's autopsy and used to conduct a pregnancy test and the requirements of the Confrontation Clause in regard to the sample; the trial court's consideration of nonstatutory aggravating circumstances; the use of peremptory strikes under Batson v. Kentucky, 476 U.S. 79 (1986); the admission into evidence of an autopsy photograph; the amendment of or material variance from the indictment; the comments that the jury's sentencing verdict was advisory; the "double counting" of capital offenses; and the disparate nature of Phillips's sentencing. After review, the Supreme Court concurred with the Court of Criminal Appeals, and affirmed its judgment. View "Ex parte Jessie Livell Phillips." on Justia Law

Rhonda Stephan as the personal representative of the Estate of Bobby Gene Hicks, appealed an order granting a motion to compel arbitration filed by Millennium Nursing and Rehab Center, Inc. Stephan contends that Hicks, her father, died in 2015 while he was a resident at Millennium Nursing and Rehabilitation Center, a skilled-nursing facility owned and operated by Millennium ("the Rehab Center"). During Hicks's hospitalization at Crestwood Medical Center ("Crestwood"), Stephan signed all the paperwork arranging for her father to be discharged from the hospital and transferred to the Rehab Center; however, she did not hold a power of attorney or other actual legal authority to act on Hicks's behalf or to contract in his name. Hicks did not sign any of the paperwork, but he is named as a party to the contracts included within that paperwork. On October 26, 2015, Hicks was transferred from Crestwood to the Rehab Center. The Alabama Supreme Court concluded Stephan could not be bound to the arbitration provision in her capacity as personal representative to Hicks' estate when she signed the agreement at issue here in her capacity, in what amounted to, Hicks' relative or next friend. View "Stephan v. Millennium Nursing and Rehab Center, Inc." on Justia Law