Palmore v. First Unum

841 So. 2d 233 (Ala. 2002) · Supreme Court of Alabama · June 28, 2002 · No. 1010802

Summary

The Supreme Court of Alabama declined to answer a certified question concerning whether Alabama's tort of bad-faith refusal to pay benefits regulates insurance under ERISA's savings clause. The court concluded that the question required interpretation of federal statutory language, which had already been addressed by the Eleventh Circuit, and therefore would not be determinative in the underlying federal case. Justice Johnstone concurred in part and expressed no opinion regarding a footnote addressing prior Alabama decisions.

Court
Supreme Court of Alabama
Writing for the Court
Houston; Moore; See; Lyons; Brown; Harwood; Woodall; Stuart; Johnstone
Jurisdiction
Alabama
Decision date
June 28, 2002
Docket number
1010802
Procedural posture
The United States District Court for the Northern District of Alabama certified a question concerning whether Alabama's tort of bad faith is limited to insurers and constitutes a law regulating insurance under Alabama law. The Supreme Court of Alabama declined to answer the certified question.
Precedential value
published precedential opinion
Disposition
other

Topics

appellate procedureinsurance bad faithstatutory interpretationfederalisminsurance

Practice areas

appellate procedureinsurance lawERISA preemptionfederalism

Questions Presented

  1. Whether the Alabama tort of bad faith, as codified in Ala. Code § 27-12-24 and as previously existing, is limited solely to insurers.
  2. Whether the Alabama tort of bad faith constitutes a law regulating the insurance industry under Alabama law and therefore falls within ERISA's insurance savings clause.
  3. Whether the Alabama Supreme Court should answer a certified question when answering it would require interpreting federal statutory language and would not be determinative of the underlying federal cause.

Holdings

  1. A certified question must be determinative of the underlying cause; the court therefore should not answer a question that would amount to an abstract or non-dispositive advisory opinion.
  2. The Alabama Supreme Court declined to interpret the federal statutory phrase "regulates insurance" because authoritative interpretation of federal statutory language is ultimately supplied by the federal courts, and the Eleventh Circuit had already addressed the issue.

Key quotations

Because either option would be an exercise in futility, it is clear that our acceptance of this question was erroneous, and we decline to answer it. (236)
QUESTION DECLINED. (236)

Factual background

Palmore was employed by Reliance Electrical Company for approximately sixteen years and allegedly developed debilitating conditions from on-the-job exposure to harmful substances. He obtained benefits under a long-term disability plan funded through a disability insurance policy issued by First Unum. Palmore alleged that First Unum wrongfully terminated his benefits in December 2000 and sought punitive damages based on bad faith.

Procedural history

Palmore sued First Unum after the insurer allegedly terminated long-term disability benefits under an ERISA welfare benefit plan and sought punitive damages for bad-faith failure to pay. The federal district court certified the question to the Alabama Supreme Court after the Eleventh Circuit reversed the district court's prior conclusion regarding ERISA preemption in Gilbert v. Alta Health & Life Insurance Co. The Alabama Supreme Court concluded that the question depended on interpretation of ERISA's federal savings clause and that its answer would not be determinative of the federal litigation, and therefore declined to answer.

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