Bessie Kirksey v. Iris Johnson

166 So. 3d 633
CourtSupreme Court of Alabama
DecidedOctober 17, 2014
Docket1130385 and 1130403
StatusPublished
Cited by17 cases

This text of 166 So. 3d 633 (Bessie Kirksey v. Iris Johnson) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bessie Kirksey v. Iris Johnson, 166 So. 3d 633 (Ala. 2014).

Opinions

[636]*636PARKER, Justice.

Bessie Kirksey appeals an order of the Jefferson Probate Court (“the probate court”) vacating its order discharging Kirksey as administrator ad litem of the estate of Kirksey’s sister, Willie Mae Graves, deceased. Iris Johnson, Darryl Thomas, Dorothy McLemore, John McLe-more, Jr., Jerrick McLemore, Frederick Pryor, Jr., Rafeal Santeee Powell, Nyya Nicole Marshall, Brandon LeMar Marshall, and Jeffrey Sams (alleged heirs of Graves hereinafter collectively referred to as “the omitted heirs”) filed a cross-appeal from the probate court’s order insofar as it denied the omitted'heirs’ motion to transfer the case to the Jefferson Circuit Court based on the alleged lack of subject-matter jurisdiction in the probate court. For the reasons stated herein, we treat the cross-appeal as a petition for a writ of mandamus, and we have styled the case accordingly. We dismiss the appeal,. and we grant the petition and issue the writ.

Facts and Procedural History

On June 3, 2011, Graves died intestate. On June 21, 2011, Kirksey filed a petition in the probate court requesting appointment as administrator ad litem for the purpose of bringing a wrongful-death claim. On June 30, 2011, Kirksey sent the probate court a letter via facsimile stating: “Below is the information you needed regarding the next of kin for Willie Mae Graves.” The letter then listed Kirksey’s name and address and the names and addresses of Margaret Thompson and Sonya Gardner, whom the letter identified as Graves’s sisters. Kirksey’s letter to the probate court also stated that, “[a]t the time of death, Willie Mae Graves had no spouse or children.” On July 11, 2011, the probate -court issued an order granting Kirksey’s petition and stating:

“Kirksey is appointed as administratrix ad litem in the matter of the estate of Willie Mae Graves, deceased, [to gather] information to investigate a wrongful death claim, with the express order that any settlement of the case must first be approved by [the probate court]. In addition, [Kirksey] must immediately deposit the recovery of any funds into the Jefferson County Probate Court Trust Fund for proper distribution.”

Subsequently, Kirksey filed a wrongful-death action in the Jefferson Circuit Court. On. March 21, 2012, Kirksey filed a motion in the probate court stating that a proposed confidential settlement had been reached with the defendant in the wrongful-death action. However, instead of asking the probate court to approve the proposed settlement of the wrongful-death action, as the probate court required in its July 11, 2011, order, Kirksey requested that she be relieved of that condition to her appointment as administrator ad li-tem. Kirksey also requested that the probate court not require her to deposit the funds with the probate court for distribution. In support of her motion, Kirksey attached a copy of Alabama’s wrongful-death statute, § 6-5-410, Ala.Code 1975, which states, in pertinent part: “The damages recovered are not subject to the payment of the debts or liabilities of the testator or intestate, but must be distributed according to the statute of distributions.”

On May 1, 2012, the probate court held a hearing on Kirksey’s motion. On May 4, 2012, the probate court issued an order stating, in pertinent part:

[637]*637“(2) The court approves the wrongful death settlement of $2,250,000 on behalf of the estate of Willie Mae Graves.
“(B) Pursuant to [the] Wrongful Death Act codified in [Ala.Code 1975,] § 6-5-410(c), the proceeds ‘are not subject to the payment of the debts or liabilities of the testator or intestate, but must be distributed according to the statute of distributions.’
“(4) According to [Kirksey], the deceased leaves three lawful heirs:
“Sister. Bessie Kirksey (adult of sound mind)
“Sister. Margaret Thompson (adult of sound mind)
“Sister. Sonya Gardner (adult of sound mind)
“(5) The court orders [Kirksey’s attorney] to distribute the proceeds in accordance with [Ala.Code 1975,] § 43-8-42(3).
“(6) The court approves the distribution of these proceeds via the trust account of [Kirksey’s attorney]. Said proceeds are not to be paid into the [probate court].”1

Although the probate court did not require Kirksey to deposit the wrongful-death-settlement proceeds with the probate court, the probate court purported to approve the settlement of the wrongful-death action and the distribution of the wrongful-death-settlement proceeds to Kirksey, Thompson, and Gardner.

The record includes an affidavit of Kirk-sey, which lists Kirksey, Thompson, and Gardner as a “full and exhaustive list” of Graves’s siblings. The affidavit further states:

“6. I understand that a settlement was reached in the [wrongful-death action] in the Circuit Court of Jefferson County (Bessemer Division), Alabama. This case was brought pursuant to [Ala. Code 1975,] § 6-5-410, which is the Wrongful Death Statute of Alabama. According to the Wrongful Death Act, any damages recovered must be distributed according to the Statute of Distributions. Because my sister was not married at the time of her death and had no children, I understand that all of the proceeds from the wrongful death case pass to her heirs pursuant to [Ala. Code 1975,] § 43-8^2(1). Pursuant to this statute, all proceeds will pass to the heirs as long as they are of the same degree of kinship and then they take equally.
“7. Therefore, all siblings of Willie Mae Graves would share equally in the proceeds. I understand and agree that the list of heirs above is a complete and final list. I affirm that I do not have any knowledge of any other spouse, children, siblings or heirs of Willie Mae Graves. I further attest and affirm that all of the listed heirs are true and accurate heirs of Willie Mae Graves, pursuant to [Ala.Code 1975,] § 43-8-48. Therefore, by signing this declaration, I attest and affirm that I agree to this distribution, I agree with the accuracy of the list of heirs, I have no knowledge of any additional heirs, and I would waive any potential legal claim based on any [638]*638assertion that any of the listed heirs are not legal heirs entitled to a share of these wrongful death proceeds.”

On June 28, 2012, Kirksey, Thompson, and Gardner filed acknowledgments of the receipt of a distributive share of the wrongful-death-settlement proceeds. On the same day, the probate court issued a certificate of discharge stating that Kirk-sey “is hereby discharged and is released, in so far as her liability appears from her account, evidences and reports filed in this court.”

Sometime thereafter, the omitted heirs learned about the distribution .of the wrongful-death-settlement proceeds and filed in the probate court an “emergency petition to reopen estate, set aside discharge, appoint county administrator to handle estate and for other relief.” In their petition, the omitted heirs challenged Kirksey’s distribution of the wrongful-death-settlement proceeds. Specifically, the omitted heirs argued that they are heirs of Graves, known to Kirksey at the time of her appointment as administrator ad litem, and that, therefore, they are entitled to a share of the wrongful-death-settlement proceeds along with Kirksey, Thompson, and Gardner.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Untitled Case
N.D. Alabama, 2026
Ra'Drecia Reynolds v. Barry Adereti
Court of Civil Appeals of Alabama, 2025
McCants v. United States
N.D. Alabama, 2022
Barnhart v. Ingalls
275 So. 3d 1112 (Supreme Court of Alabama, 2018)
Goldstein v. Cont'l Motors, Inc. (In re Cont'l Motors, Inc.)
270 So. 3d 1148 (Supreme Court of Alabama, 2018)
Richardson v. Chambless
266 So. 3d 684 (Supreme Court of Alabama, 2018)
Harper v. Taylor (Ex parte Taylor)
252 So. 3d 637 (Supreme Court of Alabama, 2017)
Ex parte J.L.P.
230 So. 3d 396 (Court of Civil Appeals of Alabama, 2017)
Ex parte Arvest Bank
219 So. 3d 620 (Supreme Court of Alabama, 2016)
Hosan M. Azomani v. State of Mississippi
222 So. 3d 343 (Court of Appeals of Mississippi, 2016)
McCall ex rel. Estate of McCall v. Reed
157 F. Supp. 3d 1192 (M.D. Alabama, 2015)
McCall v. Reed
107 F. Supp. 3d 1249 (M.D. Alabama, 2015)

Cite This Page — Counsel Stack

Bluebook (online)
166 So. 3d 633, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bessie-kirksey-v-iris-johnson-ala-2014.