141 So. 3d 1021
Ala.2013Background
- Henry and Emma owned roughly 100 acres in Dothan; Emma later held title after Henry’s 1988 death and executed wills in 1988 and 1995 affecting distribution to five children.
- In 1997 Emma conveyed the farm to Don and John with Emma’s life estate; in 1999, Don and John as Emma’s co-attorneys-in-fact conveyed Emma’s life estate to Don.
- In 2005 Robbie and Billy Joe petitioned to probate the 1995 will and to contest it, including a claim to set aside the 1997 deed; they sought transfer to circuit court.
- Probate court transferred the proceeding to the circuit court in February 2005; the file included the will copies, petitions, and related documents.
- The circuit court stayed proceedings in 2005; discovery occurred through the following years; in 2010 the court bifurcated will contest (jury trial) from the deed-set-aside claim (nonjury trial).
- The circuit court held a nonjury trial on the deed and found a constructive trust; it certified final judgment, which the supreme court later vacated for lack of jurisdiction over the deed claim.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the circuit court had jurisdiction over the deed-set-aside claim | Robbie/Billy Joe contend circuit court properly heard it as an equity matter after transfer. | Don/John argue probate court never validly transferred that claim; circuit lacked jurisdiction. | Circuit lacked jurisdiction over the deed claim; judgment void. |
| Whether probate court could transfer the entire proceeding to circuit court | Transfer was authorized to adjudicate the contest and related matters. | Transfer statutes permit only the will contest; the deed claim could not be transferred. | Probate court could not transfer the deed claim to circuit court. |
| Effect of filing an amendment in circuit court on equity jurisdiction | Amendment invoked circuit court equity powers to resolve the deed issue. | Circuit cannot hear non-contested issues joined to a transferred will contest. | Amendment did not vest circuit with proper jurisdiction; void as to deed claim. |
Key Cases Cited
- Bardin v. Jones, 371 So.2d 23 (Ala. 1979) (jurisdiction limited when will contest transferred to circuit court)
- Ex parte Boykin, 611 So.2d 322 (Ala. 1992) (court cannot transfer proceedings to another court absent proper authority)
- Lappan v. Lovette, 577 So.2d 893 (Ala. 1991) (probate court is generally not equity forum; jurisdiction limits apply)
- DuBose v. Weaver, 68 So.3d 814 (Ala. 2011) (estate administration and removal to circuit court; activation requires proper petition)
- Ex parte Alabama Dep’t of Human Res., 999 So.2d 891 (Ala. 2008) (void judgments when jurisdiction prerequisites are not satisfied)
- Solomon v. Liberty Nat’l Life Ins. Co., 953 So.2d 1211 (Ala. 2006) (subject-matter jurisdiction reviewed de novo)
