Council v. Estate of Skelton (Ex Parte Skelton)
Decision Date | 26 October 2018 |
Docket Number | 1160641 |
Citation | 275 So.3d 144 |
Parties | EX PARTE Evangela SKELTON, as the personal representative of the Estate of Brian Lee Skelton, Sr., deceased (In re: Joshua M. Council, as beneficiary under the Frederick Tildon Skelton, Jr., Family Trust v. The Estate of Brian Lee Skelton, Sr., et al.) |
Court | Alabama Supreme Court |
Thomas A. Woodall and Barry A. Ragsdale of Sirote & Permutt, P.C., Birmingham, for petitioner.
Andrew P. Campbell, Todd Campbell, and Yawanna N. McDonald of Campbell Guin, LLC, Birmingham; and Matthew C. McDonald of Jones Walker LLP, Mobile, for respondent Joshua M. Council.
G. Dennis Nabors, William G. Somerville, and Andrew P. Walsh of Baker Donnelson Bearman Caldwell & Berkowitz, P.C., Birmingham; and Matthew C. McDonald of Jones Walker LLP, Mobile, for respondent Loree J. Skelton.
Evangela Skelton ("Angel"), as personal representative of the estate of Brian Lee Skelton, Sr., deceased ("the estate"), requests that this Court issue a writ of mandamus directing the Jefferson Circuit Court (1) to vacate its order denying her motion to dismiss an action filed in the circuit court by Joshua M. Council ("Joshua") and (2) to enter an order dismissing Joshua's action on the ground of abatement.
We grant the petition and issue the writ.
The materials submitted by the parties show the following. Frederick Tildon Skelton, Jr. ("Frederick Jr."), died on June 7, 1979. Frederick Jr. was survived by his wife, Rheta S. Skelton ("Rheta"), and four children: Brian Lee Skelton, Sr. ("Brian Lee"), Frederick Tildon Skelton III ("Frederick III"), Loretta Joyce Skelton ("Loree"), and Cindy Marie Skelton ("Cindy"). Frederick Jr.'s will was admitted to probate in the Birmingham Division of the Jefferson Probate Court on October 7, 1979.
Frederick Jr.'s will included provisions for a testamentary trust known as the Frederick Tildon Skelton, Jr., Family Trust ("the trust"). The trust apparently was funded during the administration of Frederick Jr.'s estate, which was closed by final consent settlement on or about April 7, 2000. The original trustee of the trust was Rheta. The trust named Frederick III as successor trustee to Rheta and Brian Lee as successor trustee to Frederick III. The trust named no successor trustee to Brian Lee.
Under the terms of the trust, Rheta was to receive the net income of the trust during her life. The trust further provided:
Rheta died on December 13, 2015. Rheta was predeceased by Frederick III, who died on January 1, 2014. Thus, Brian Lee became the successor trustee of the trust following Rheta's death. However, Brian Lee died on July 2, 2016, before dividing the trust property into shares and distributing those shares pursuant to the terms of the trust and before making a final settlement of the trust. See Ala. Code 1975, § 19-3B-205(a) ( ); see also Ala. Code 1975, § 19-3B-111(d)(7) ( ). Brian Lee was survived by his wife, Angel, by two adult children, Brian Lee Skelton, Jr. ("Brian Jr."), and Taylor Skelton Madsen ("Taylor"), and by a minor child, Olivia Jade Skelton ("Olivia").
The petition for appointment further alleged:
The petition for appointment alleged that Frederick III and Cindy were deceased and that the following other persons had an interest in the trust and were to be made parties to the proceedings:
The petition for appointment requested that the probate court appoint a successor trustee and that the court direct that trustee to proceed with dividing the trust property into appropriate shares, to distribute the trust property as required by the terms of the trust, and "to take all other such action as may be appropriate to administer the Trust pursuant to [its] terms ... and prudent fiduciary practice, including, without limitation, exercising control over the ... stock or other ownership interest in South Haven."
On August 18, 2016, Joshua, as a beneficiary of the trust, filed a "Petition for Termination" ("the petition for termination") in the circuit court. The petition for termination named as respondents Brian Lee's estate; the trust; Loree; Frederick IV; and Brian Rutledge. The petition for termination alleged that the trust should have terminated on Rheta's death and requested the following relief:
On August 23, 2016, Angel filed a "Petition for Letters Testamentary Without Bond" ("the petition for letters testamentary") in the probate court as to Brian Lee's estate. The petition for letters testamentary alleged that Brian Lee's will "ha[d] been ... duly probated and admitted to record" in the probate court and that Angel was nominated as personal representative in that will. The petition for letters testamentary requested that the probate court...
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