Justia Trusts & Estates Opinion Summaries

Plaintiff filed a wrongful death action against Defendant Cox Retirement Properties, alleging Richard Douglas died as a result of the facility's negligent care and treatment. Defendant moved to dismiss the case for Plaintiff's failure to comply with 12 O.S. Supp. 2009 19. Section 19 was enacted in 2009 as part of H.B. 1603, known as the Comprehensive Lawsuit Reform Act of 2009. Plaintiff responded to the motion to dismiss, arguing the CLRA of 2009 was unconstitutional logrolling in violation of the single-subject rule of Article 5, section 57 of the Oklahoma Constitution. The trial court granted the Defendant's Motion to Dismiss and certified the dismissal order for immediate review. The Supreme Court granted Plaintiff's Petition for Certiorari and held that hold that H.B. 1603 violated the single-subject rule of Article 5, section 57 of the Oklahoma Constitution and was unconstitutional and void in its entirety. View "Douglas v. Cox Retirement Properties, Inc." on Justia Law

Tyson Foods, Inc. petitioned the Supreme Court for a writ of mandamus to direct the Blount Circuit Court to dismiss Reba Kirkley's action against it, brought in her capacity as administratrix of her father's estate, on the ground that Kirkley lacked standing. On April 15, 2008, Allen Hayes died in a workplace accident at the Tyson Foods plant in Blount County. A tractor operated by an employee of Tyson Foods hit Hayes, who was working as a security guard. His widow Mildred Hayes collected $40,964.19 in workers' compensation death benefits against the account of DSI Security Services, Allen's employer at the time of the accident. On June 26, 2008, Kirkley, the personal representative of Allen's estate and Allen and Mildred's daughter, filed a wrongful-death action against the Tyson petitioners, who answered and removed the case to federal court. In early March 2011, the federal court remanded the case to state court. The trial judge denied the motion to dismiss. Finding that Tyson did not demonstrate a clear legal right to the remedy it sought seek, the Supreme Court denied the petition. View "Kirkley v. Tyson Foods, Inc." on Justia Law

Petitioners petitioned to be appointed permanent guardians of their elderly uncle, Thomas Lankford. The district court dismissed the guardianship petition after finding Petitioners were not qualified to serve as guardians because their potential to inherit from Lankford created a disqualifying conflict of interest. Petitioners appealed, asserting (1) the district court erred in finding a conflict of interest, and (2) in the alternative, the guardianship conflict waiver statute, which allows a court of waive conflicts but limits that authority to conflicts of a spouse, adult child, parent, or sibling of a ward, violated their due process and equal protection rights. The Supreme Court affirmed, holding (1) the district court did not err in finding a conflict of interest; and (2) Petitioners' constitutional claims were not properly before the Court. View "Utley v. Lankford" on Justia Law

Martin Vance filed a medical-malpractice/wrongful-death action on behalf of Mamie Vance Hemphill, alleging that Dr. Charles H. Laney was negligent in his treatment of the decedent, Hemphill. Vance initially sued other medical providers, but all but Dr. Laney were dismissed. Trial was held; Dr. Laney was the sole defendant. The jury returned a verdict of $1,000,000 to Vance. In response, Dr. Laney filed this appeal, presenting three issues to the Supreme Court: (1) whether the trial court erred in remitting plaintiff's economic damage award to $103,688 when the substantial weight of the evidence proved that the award should have been zero; (2) whether the trial court erred in its jury instructions; and, (3) whether plaintiff's counsel made inappropriate comments, and, when taken with the erroneous jury instructions, should have warranted Dr. Laney a new trial. Because the trial judge committed reversible error in instructing the jury that they could consider the "value of life" of the deceased in awarding damages, and because counsel for Vance made improper and prejudicial comments to the jury during closing arguments, the Supreme Court reversed and remanded for a new trial. View "Laney v. Vance" on Justia Law

Plaintiff, on behalf of herself and the Estate, challenged the district court's grant of summary judgment to Zenith on the Estate's breach of the insurance contract claim. After review and oral argument, the court certified questions to the Florida Supreme Court: (1) Does the estate have standing to bring its breach of contract claim against Zenith under the employer liability policy? (2) If so, does the provision in the employer liability policy which excludes from coverage "any obligation imposed by workers' compensation . . . law" operate to exclude coverage of the estate's claim against Zenith for the tort judgment? (3) If the estate's claim was not barred by the workers' compensation exclusion, does the release in the workers' compensation settlement agreement otherwise prohibit the estate's collection of the tort judgment? View "Morales v. Zenith Ins. Co." on Justia Law

In 2002, Pojoaque Tribal Police Officer Kevin Schultz drowned while rescuing a twelve-year-old boy from the Rio Grande near Pilar. On the day of the accident, he had taken the day off from work to chaperone a group of children from his church on a recreational outing. This case arose when Schultz's widow, Cheryl, filed a claim for workers' compensation benefits resulting from her husband's death, but only after the statute of limitations had expired. Notwithstanding the late filing, Mrs. Schultz contended that the conduct of the Pojoaque Tribal Police Department caused her to file after the deadline, and thus, the Supreme Court should consider her complaint timely filed. Both the Workers' Compensation Judge (WCJ) and the Court of Appeals decided that Mrs. Schultz's complaint was not timely filed. However, upon review, the Supreme Court found that based on the fact of this case, the statute was tolled. Therefore the Court reversed and remanded the case back to the Court of Appeals for further proceedings. View "Schultz v. Pojoaque Tribal Police Department" on Justia Law

When Dr. Virgil Becker, Jr. died, his will left everything to his youngest daughter. His three older daughters contested the will, and the issue before the Supreme Court on appeal was whether his surviving spouse, Dr. Nancy Becker, had standing to participate in that will contest. Upon review, the Supreme Court held that because Nancy had a direct, immediate, and legally ascertainable interest in the decedent's estate if the will was declared invalid, she would have standing in the will contest. View "In re Estate of Becker" on Justia Law

Harold Keith Hunt, the surviving son of Harold Guy Hunt, who died testate in 2009, appealed a November 2011 circuit court order among other things, refused to issue him a deed to the real property devised to him in his father's will until all debts, claims, and costs of administration of the estate had been paid. Upon review of the matter, the Supreme Court dismissed the appeal as having been taken from a nonfinal judgment. View "Hunt v. Estate of Harold Guy Hunt" on Justia Law

Claimant brought a claim before the Claims Commissioner seeking damages from the State as the coadministrator of the estate of her deceased daughter, who had died while confined in a correctional institution. In the course of Claimant's case, the Commissioner issued subpoenas to the Charlotte Hungerford Hospital requesting information about the decedent's treatment there. The Hospital refused to comply with the subpoena, arguing that the Commissioner had no authority to issue subpoenas to nonparties. The trial court enforced the Commissioner's subpoena, and the appellate court affirmed. Subsequently to the Supreme Court's certification of the Hospital's appeal, Claimant settled underlying case, and consequently, the State no longer sought to enforce the subpoenas. The Supreme Court dismissed the Hospital's appeal as moot and vacated the judgments of the lower courts, as the Court could no longer grant relief. View "State v. Charlotte Hungerford Hosp." on Justia Law

The issue before the Supreme Court in this case involved the interplay between rulings and requirements relating to zoning in connection with a planned development and enforcement of restrictive covenants and deed restrictions applicable to property within the development. Plaintiff obtained municipal zoning approval to reconfigure the lot lines in her two-lot farmstead parcel within the Quechee Lakes subdivision, as well as to construct a dwelling on the second, yet-to-be-developed lot. The Environmental Division affirmed the zoning board's award of the latter permit. Notwithstanding that order, in a declaratory judgment action also initiated by plaintiff, the civil division concluded that plaintiff's proposed construction violated the applicable restrictive covenants and deed restrictions. On appeal, plaintiff argued that the Environmental Division's decision resolved the dispute, that the civil division improperly considered extrinsic evidence when the disputed deed restrictions were clear on their face, that defendants' challenge to plaintiff's right to build the proposed dwelling was time-barred, and that the character of the development had changed so much that the disputed deed restrictions are no longer valid. Upon review, the Supreme Court found that Plaintiff's theory of the case was that the deed language was ambiguous; plaintiff was instrumental in framing the trial court's task as one of construing ambiguous deed language; and plaintiff led the way in introducing extrinsic evidence in support of plaintiff's own interpretation. "Given this record, plaintiff cannot now challenge the trial court's consideration of extrinsic evidence to interpret the documents." The Court concluded that plaintiff suffered no prejudice from the trial court's decision to consider the testimony about the context surrounding the disputed deed language - both that offered by plaintiff and by defendants. Finding no error in the trial court's decision to deny the motion for declaratory judgment, the Court reached no other issues plaintiff raised in her appeal and affirmed the trial court's judgment. View "Marsh Inter Vivos Trust v. McGillvray, et al." on Justia Law