Justia Mississippi Supreme Court Opinion Summaries

Articles Posted in Trusts & Estates
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Daniel Tewksbury and Bobbie Young were previously married and were the parents of two minor children, Lane and Emma. They divorced in May 2006, and Daniel was ordered to pay child support. Daniel stopped making child-support payments in 2008. Bobbie later married Gerald Young, Jr. Gerald filed a petition to adopt Lane and Emma. In the adoption, Daniel’s parental rights were terminated. As of the termination of his parental rights, Daniel owed Bobbie $34,759 for child support. On April 5, 2015, Daniel died in an automobile accident. The accident occurred while Daniel was in the course and scope of his employment with Air Masters Mechanical, Inc. Bobbie then filed a petition with the Workers’ Compensation Commission on behalf of Lane and Emma, claiming that the children were entitled to Daniel’s workers’ compensation death-benefit proceeds and sought the payment of the $34,759 in outstanding child support. The Workers’ Compensation Commission Administrative Judge (AJ) determined that the child-support lien of $34,759 was valid and payable under Section 71-3-129. Air Masters and Associated General Contractors filed a petition for review with the Commission. The Commission concluded that Lane and Emma were not entitled to Daniel’s death benefits because they were not his statutory dependents under Mississippi Code Section 71-3-25 (Supp. 2019). The Commission reversed the AJ’s order and dismissed Bobbie’s petition. On appeal, a divided Court of Appeals reversed the Commission’s decision, concluding the child-support lien was valid. The Mississippi Supreme Court reversed, finding Section 71-3-129 did not authorize a lien on death benefits payable directly to the deceased employee’s statutory dependents. Accordingly, the child-support lien did not apply to Daniel’s death benefits. Further, because Daniel had no statutory dependents, there were simply no benefits to which the lien can attach in this case. As a result, the Commission properly dismissed the claim. The judgment of the Court of Appeals was reversed. The judgment of the Mississippi Workers’ Compensation Commission was reinstated and affirmed. View "Young v. Air Masters Mechanical Inc." on Justia Law

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Sixteen-year old Julisa Matute, along with her sister and father, were involved in a motor-vehicle accident in Harrison County, Mississippi. Julisa was transported to Mobile, Alabama, and was admitted to University of South Alabama Medical Center, a hospital operated by University of South Alabama (USA). Julisa died there intestate. Julisa’s mother and sister executed an authorization for the donation of Julisa’s organs with the Alabama Organ Center (AOC). An estate was opened; Julisa’s mother was appointed administratrix of the Estate. Shortly thereafter notice was served to creditors, USA probated a claim against the Estate for medical expenses. The Estate filed a “complaint to contest illegal probated claim and compulsory counterclaim,” alleging that before Julisa’s death, USA representatives approached Julisa’s family and asked that they donate her organs and, in turn, Julisa’s hospital bill incurred at USA would be “totally wiped out and not be collected.” As a result of this alleged agreement, the Estate contested USA’s probated claim and asserted that the “probated claim [wa]s null and void and uncollectable.” In a counterclaim, the Estate alleged emotional distress, fraud, and punitive damages because, according to the Estate, “[t]he hospital told [Julisa’s family] that the bill would be wiped clean for allowing them to have [Julisa’s] organs . . . .” A wrongful-death lawsuit related to the motor-vehicle accident was filed then by the Estate. A settlement was reached among the parties in September 2018. Months later, a hearing was held on USA’s contested probated claim. The chancellor entered a judgment approving the Estate’s Petition to Receive First and Final Accounting, Discharge Administratrix and Close Estate. USA filed a motion to alter or amend the order granting the Estate’s Petition to Approve Settlement of Claims of Wrongful Death Beneficiaries of Julisa, and asserted that the chancellor’s reference to a “hospital lien claim” was erroneous. The chancellor denied the motion. USA timely appealed. The Mississippi Supreme Court determined that while the chancellor properly denied USA's probated claim as uncollectable, the chancellor erred in finding the probated claim was invalid and erroneously ruled on USA's hospital-lien claim. As a result, the chancery court's judgment was affirmed in part, reversed in part, and remanded for further proceedings. View "In the Matter of the Estate of Julisa Matute" on Justia Law

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Carolyn Bowen Young had medical problems affecting her ability to make financial decisions, so a chancery court appointed a conservator over her estate. When Carolyn’s conservatorship no longer was necessary, the chancery court terminated the conservatorship by agreement of Carolyn’s husband, her sons, her conservator, and the guardian ad litem. But the judgment also made provisions for Carolyn’s funds to be retained in the registry of the court, an agreement to which Carolyn was not privy. Carolyn later requested release of the entirety of her funds, which the chancery court denied. Carolyn appealed, but died shortly after filing the appeal. Jim Young, Carolyn’s husband, filed, substituted himself as a party. The Mississippi Supreme Court found the chancery court erred by continuing to hold Carolyn’s funds in the registry of the court after the conservatorship was terminated. Furthermore, the Court found the chancery court abused its discretion by sua sponte ordering that the sons’ attorneys’ fees be paid out of Carolyn’s funds held in the registry of the court. Because Carolyn was deceased, issues on cross-appeal were moot. View "In the Matter of the Conservatorship of Carolyn Bowen Young" on Justia Law

Posted in: Trusts & Estates
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The Chancery Court set aside an interviews gift of about forty acres of land fronting Highway 6 near Oxford, Mississippi. Ninety-year-old grantor Mary Saunders Waller, hard of hearing and legally blind, allegedly granted the land to Waller’s daughter and son-in-law, Brenda and Craig Gordon. A conservator for Waller’s estate petitioned the probate court to set aside the deed to the Gordons. The chancellor found the Gordons were unable to rebut the presumption of undue influence. On appeal, the Gordons contended the Chancery Court erred in excluding certain testimony of Waller’s attorney and her physicians. The Mississippi Supreme Court found, however, the Gordons failed to make an offer of proof: since the Supreme Court would have no way of knowing what the physicians would have said had they testified, the Court could not conclude excluding their testimony was an error. The Court determined the Chancery Court did not abuse its discretion denying the Gordons’ motion for a new trial “based on arguments that could have, and should have, been raised at trial.” View "In The Matter of The Last Will & Testament of Mary Saunders Waller" on Justia Law

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Larry Seward worked for Illinois Central Railroad Company from 1961 to 2004. In 2005, Seward settled an asbestosis claim with Illinois Central. He subsequently developed and passed away from anaplastic oligodendroglioma, a type of brain cancer. In 2012, Andrew L. Ward sued Illinois Central on behalf of Seward. Ward alleged that Illinois Central breached its duty of care and failed to provide Seward with a safe place to work. The complaint detailed specific issues with the work environment, including Seward’s exposure to chemicals and hazardous conditions. The complaint alleged that the working environment “caused, in whole or in part,” Seward’s brain cancer. Illinois Central filed a motion for summary judgment based on a previous settlement and release that Seward had entered into with Illinois Central before his death. The trial court granted Illinois Central’s motion for summary judgment. Ward appealed the trial court’s grant of summary judgment. The Mississippi Supreme Court determined there were no remaining issues of material fact, therefore, affirmed the trial court's judgment. View "Ward v. Illinois Central Railroad Company" on Justia Law

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Marquan Stover moved to contest the second codicil to his great aunt Tamora Robinson’s last will and testament, alleging that the second codicil was the product of undue influence by Robinson’s sister Elaine Davis. After a hearing, the Chancery Court found no undue influence and dismissed Stover’s motion to contest. Stover appealed, arguing that the chancellor had erred by not requiring Davis to rebut the presumption of undue influence and that the decision was not supported by substantial, credible evidence. The Court of Appeals issued a plurality decision, affirming the ruling of the chancellor. The Mississippi Supreme Court granted Stover’s petition for a writ of certiorari, and held that the court must find by clear and convincing evidence that a presumption of undue influence, which arises when a confidential relationship is coupled with suspicious circumstances, is rebutted. Therefore, the Supreme Court reversed the decisions of the Court of Appeals and of the chancery court, and remanded for further proceedings. View "Stover v. Davis" on Justia Law

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Claire Clements Flowers (Claire) and Brenda Jane Flowers Paixao (Jane) appealed a chancery court judgment denying their request for an accounting of the estate and testamentary trust of their mother, Brenda Bargas Flowers. The chancery court concluded that the daughters did not have a current interest in their mother’s estate. On appeal, the daughters argued that they were specifically named in the will to be remainder beneficiaries and thus have standing to request an accounting. The Court of Appeals found that Claire and Jane had standing to request an accounting from limited rights as holders of a shifting executory interest to prevent future waste. The estate petitioned the Mississippi Supreme Court for a writ of certiorari, claiming that the daughters’ appeal was untimely and that the Court of Appeals misapplied caselaw related to shifting executory interests and standing to request an accounting. The Court granted certiorari not to determine whether the sisters have standing (because it agreed that they did), but to determine whether the chancellor abused his discretion in denying the sisters’ accounting request. The Court found no manifest error in the chancery court’s decision to deny Claire and Jane’s request for an accounting, and reversed that portion of Court of Appeals’ judgment. The Court reinstated the chancery court’s decision denying Claire and Jane’s request for an accounting. View "In the Matter of the Estate of Brenda Louise Bargas Flowers" on Justia Law

Posted in: Trusts & Estates
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This appeal arose after Matthew DeForest petitioned for a Determination of Heirs-At-Law and Wrongful Death Beneficiaries following the death of his natural father, Jeff Underhill. Joe Alexander, Underhill’s brother, filed a responsive pleading to DeForest’s petition raising numerous affirmative defenses; however, the Chancery Court held in favor of DeForest. The Chancery Court entered a judgment declaring DeForest to be sole heir at law for the purpose of the pending wrongful death action. Finding no reversible error in the Chancery Court's judgment, the Mississippi Supreme Court affirmed. View "Alexander v. DeForest" on Justia Law

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The issue this case presented for the Mississippi Supreme Court's review centered on whether Appellant Marilyn Newsome's claims could survive summary judgment against Appellees, People’s Bank and Chris Dunn. The claims addressed the issuance of cashier’s checks by People’s Bank and Chris Dunn without Newsome's signature or approval, the conservatorship account holder. Victoria Newsome had settled a medical malpractice case, but she was unable to manage her affairs. The trial court appointed Newsome, Victoria's mother, as conservator. A trial court denied a request to purchase a home for Victoria, and instead, ordered that a house be built for her. In the interim, the trial court ordered a mobile home to be purchased. With the help of Dunn, a Bank employee, Newsome opened a checking account for the conservatorship with the Bank. When Newsome opened the conservatorship account, she signed a Deposit Agreement as the sole authorized signor on the account. Newsome testified that she did not have any discussions with the Bank about who would be authorized to sign on the account. The Deposit Agreement also provided that Newsome had thirty days to review her statements for errors or unauthorized activity. The estate attorneys prepared court orders for release of funds to pay for construction of the house; the trial court would in turn approve the orders, and the attorney would deliver the orders to the Bank for release of funds. The Orders did not provide any guidance, particularly whether cashier's checks could be issued to disburse the money. Despite frequent visits to the bank herself, Newsome allegedly never sought monthly accounting of the conservator account. Newsome filed suit, alleging the Bank and Dunn were liable for failing to require Newsome's signature on any checks negotiated on the conservatorship account. The Mississippi Supreme Court determined Newsome's case could indeed survive summary judgment, reversed the trial court in part, affirmed in part, and remanded for further proceedings. View "Newsome v. Peoples Bancshares" on Justia Law

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The chancery court examined the principles underlying quantum meruit and found that Vincent Castigliola and David Kiyhet, attorneys for the estate of Dane Eubanks, should have been awarded attorneys’ fees from two minors out of a settlement they, and only they, obtained. After remand from the Mississippi Supreme Court, the chancery court again heard arguments as to whether Castigliola and Kiyhet should be awarded attorneys’ fees from the two minors based on quantum meruit out of the settlement they obtained. The remand required that the chancery court make specific findings of fact. This time, without making any findings of fact and without any contradictory evidence being introduced, the chancery court reversed course and found that the factors for quantum meruit were not met. Because the chancery court failed to follow remand instructions by failing to make findings of fact, and, because no contradictory evidence was adduced suggesting the factors for quantum meruit were suddenly not met, the Supreme Court reversed and remanded the case for a further determination of attorneys’ fees. View "In the Matter of the Estate of Dane Richard Eubanks, Deceased" on Justia Law