Peterson v. Anderson
Peterson v. Anderson
Opinion
On August 17, 1994, Vallie Peterson Bender executed a will that had been prepared for her by her attorney, W. Mark Anderson III. Anderson was named as executor of the will and was named as a beneficiary of 75 shares of AT T stock. In addition, Michael L. Reeves, M.D., Mrs. Bender's physician, was named as a beneficiary of certain other stock. The will also contains a nocontest clause.
In June 1995, Mrs. Bender died. In August 1995, once they had been made aware of the contents of the will, Robert Earl Peterson and James Peterson (the "Petersons"), residual beneficiaries under the will, filed a will contest. The Petersons alleged that Mrs. Bender had not had testamentary capacity and that certain, unnamed beneficiaries had exerted undue influence over Mrs. Bender. They amended their complaint in August 1996 to include two additional counts, one against Anderson and one against Reeves, alleging that each had violated his fiduciary duty to Mrs. Bender. Both Anderson and Reeves filed a motion to dismiss. The trial court granted Anderson's motion.1 The Petersons appealed to the Alabama Supreme Court, which transferred the case to this court pursuant to Ala. Code 1975, §
Id."[T]he trial court, in its order, should list the factors which it considered in reaching its decision regarding whether to certify the judgment, pursuant to Rule 54(b), in order that the appellate court is better equipped to review the trial court's action.
". . . The trial court should consider all factors, in addition to the fact that multiple parties and/or multiple claims were involved, that there has been a final decision as to one of the claims and/or the rights and responsibilities of one of the parties, and that there is `no just reason for delay.' The trial court should indicate why it considers that there is `no just reason for delay.'"
The trial court did not comply with the remand order. The order entered by the trial court simply states the legal theories and the case law the court relied upon in granting Anderson's motion to dismiss. Nothing in the trial court's attempted order *Page 218
of certification indicates "why it is necessary that appellate review of the dismissal of [the claims against Anderson] be conducted prior to adjudication of the entire case." SeeBrown,
Despite the trial court's failure to comply with Brown
on remand, this court has concluded that the Rule 54(b) order was appropriate and that we should consider the merits of this case. We are aware that a Rule 54(b) certification should be granted only in an exceptional case. Parrish,
The Legal Service Liability Act consolidates all actions against all legal service providers into one action, known as a "legal service liability action." Ala. Code 1975, §
"Any action against a legal service provider in which it is alleged that some injury or damage was caused in whole or in part by the legal service provider's violation of the standard of care applicable to a legal service provider. A legal service liability action embraces all claims for injuries or damages or wrongful death whether in contract or in tort and whether based on an intentional or unintentional act or omission."
Ala. Code 1975, §
In support of his contention that the Petersons have no standing to pursue a legal service liability action against him, Anderson cites Shows v. NCNB National Bank of NorthCarolina,
The Petersons argue that the statement in Shows can be traced back to an opinion rendered by this court, which gave no citation of authority for the proposition. See Williams v.Jackson Co.,
AFFIRMED.
ROBERTSON, P.J., and YATES, MONROE, and THOMPSON, JJ., concur.
Reference
- Full Case Name
- Robert Earl Peterson v. Mark Anderson III
- Cited By
- 7 cases
- Status
- Published