Kim J. Washington, Katrina J. Williams v. Elrick Earl Johnson (Appeal from Baldwin Circuit Court: CV-22-900835).

Supreme Court of Alabama·Decided April 19, 2024·No. SC-2023-0464·Published

Opinion

Rel: April 19, 2024

Notice: This opinion is subject to formal revision before publication in the advance sheets of Southern Reporter. Readers are requested to notify the Reporter of Decisions, Alabama Appellate Courts, 300 Dexter Avenue, Montgomery, Alabama 36104-3741 ((334) 229-0650), of any typographical or other errors, in order that corrections may be made before the opinion is printed in Southern Reporter.

SUPREME COURT OF ALABAMA OCTOBER TERM, 2023-2024

SC-2023-0464

Kim J. Washington and Katrina J. Williams v.

Elrick Earl Johnson

Appeal from Baldwin Circuit Court (CV-22-900835)

SHAW, Justice.

The sibling plaintiffs below, Kim J. Washington and Katrina J.

Williams ("the plaintiffs"), appeal from the judgment as a matter of law

entered by the Baldwin Circuit Court in favor of the defendant, their brother Elrick Earl Johnson ("Johnson"), in their action seeking to partition jointly owned real property. The real property at issue in this case is indisputably "heirs property" subject to partition under the mandatory application of the Alabama Uniform Partition of Heirs Property Act ("the Heirs Act"), § 35-6A-1 et seq., Ala. Code 1975. See § 35-6A-2(5), Ala. Code 1975 (defining "heirs property"), and § 35-6A-3(a)- (b), Ala. Code 1975 (explaining the mandatory application of the Heirs Act "to partition actions filed on or after January 1, 2015," that involve "heirs property"). Applying the Heirs Act, we affirm in part, reverse in part, and remand.

Facts and Procedural History In August 2022, the plaintiffs filed in the trial court a "Complaint for Partition of Real Property by Sale and Division of Proceeds" against Johnson. The complaint identified the real property at issue as jointly held "heirs' property" comprising 2.8 unimproved acres located in Fairhope ("the property"), which the plaintiffs proposed to sell -- a plan to which, they said, Johnson would not agree. The complaint further alleged that the property was "incapable of being equally and equitably

partitioned in kind." Thus, the plaintiffs requested that the trial court order the property sold and divide the proceeds among the parties in accordance with their respective ownership interests. In his subsequent answer, Johnson essentially admitted the basic facts underlying the parties' disagreement but disputed that the property was not subject to partition in kind.

Although the record is silent as to whether there was compliance with the various pretrial procedural requirements of the Heirs Act, 1 on March 22, 2023, the trial court conducted a bench trial on the matter. During that proceeding, Washington was the sole witness for the plaintiffs. She confirmed that the plaintiffs were "asking the Court to order that the property be sold and the [sale] proceeds be divided equally" among the parties. Washington indicated that she and Williams had previously met and corresponded with Johnson in an effort to "work out a fair split of the property" but that Johnson had declined to sell and instead had expressed a desire to keep the property. During Washington's testimony, the plaintiffs admitted into evidence a survey of the property as well as an accompanying appraisal valuing the property

1See, e.g., §§ 35-6A-6 and 35-6A-7(e)-(f), Ala. Code 1975.

at $258,000 and determining that its highest and best use was for residential purposes.

When asked to explain to the trial court why she desired to sell the property, Washington indicated that she is approaching retirement and that both she and Williams, who Washington described as disabled, could use the money that the sale of the property would provide. She further explained that the property had been vacant since her father's death in 2012, that the plaintiffs' children had no interest in returning to the property, and that the parties were "paying taxes every year on it." More specifically, according to Washington, she had been personally responsible for ensuring that the annual taxes totaling approximately $400 on the property were paid and had often paid both her one-third of the tax bill as well as Johnson's one-third. Washington further testified that Johnson had neither offered to purchase her interest in the property nor proposed a way to equitably divide the property among the parties.

Washington opined that it would be impossible to divide the essentially L-shaped property to ensure that each sibling received "a fair piece." She attributed this to the fact that only an 87-foot-wide portion along the front of the property had road access and explained that "the

back two lots" do not have an alternate means of road access. When asked whether she had explored the possibility of first dividing the property and then selling it in subdivided parcels, Washington testified that she had done so and had learned the following in response to her inquiries:

"[B]ecause the land is locked on the back, it would be very difficult. I would have to go through the City, there was something about egresses and ingresses or getting the neighbors and having to put a driveway all the way back. It just seems that the back property would be too difficult to sell separately from the front piece."

Thus, Washington stated that, in her opinion, the property was worth more as a whole than as three individual parcels. Finally, Washington denied being aware of any purported sentimental attachment to the property by any of its owners and also noted that Johnson neither lived on the property nor used it for any business purpose.

During cross-examination, Washington confirmed that there was no residence on the property. She did note that Johnson lives directly across the street from the property and voluntarily mowed and maintained the property. Washington also explained that she and her siblings had not, since receiving the property from their mother in 2013,

entered into any type of written agreement regarding the property's upkeep, the payment of the annual taxes on the property, or the future disposition of the property.

Washington further noted that she believed the $258,000 appraisal value represented a fair price for the property. When asked what evidence she possessed suggesting that, were the property partitioned in kind, her portion would be worth less than one-third of that appraised value, Washington reiterated her belief "that the back lots would be less because they're landlocked." Upon being presented with the possibility of creating a 30-foot right-of-way on the property to provide access from the road frontage to the rear of the property, Washington expressed her lack of qualification to say whether that was a viable option for equitably dividing the property into three lots. She did note that the property possessed no natural impediments to the creation of such a right-of-way and conceded that, while potentially "costly," that solution was "probably possible." Washington also conceded that, were that to occur, she possessed no evidence to suggest that she would be unable to sell her resulting one-third portion of the property and receive as much as she would if the property was sold as a whole and she received one-third of

the sales price. Finally, Washington agreed that the property had "been in [their] family for a long period of time." She also admitted that Johnson had previously informed her that he did not want the property sold because he wanted it to remain in the family. Washington also agreed that the impetus behind the lawsuit was her desire for the money she would receive from the requested sale and that, if the property was, instead, partitioned in kind, she and Williams could, in fact, sell their parcels.

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Kim J. Washington, Katrina J. Williams v. Elrick Earl Johnson (Appeal from Baldwin Circuit Court: CV-22-900835)., (Ala. 2024).

Kim J. Washington, Katrina J. Williams v. Elrick Earl Johnson (Appeal from Baldwin Circuit Court: CV-22-900835). (Kim J. Washington, Katrina J. Williams v. Elrick Earl Johnson (Appeal from Baldwin Circuit Court: CV-22-900835).) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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