Casey v. Casey

88 So. 3d 822 (Ala. 2012) · Supreme Court of Alabama · January 20, 2012

Summary

The Alabama Supreme Court grants a petition for a writ of mandamus challenging a circuit court's removal of a guardianship and conservatorship proceeding from the probate court. The Court holds that removal under Alabama Code § 26-2-2 is premature unless the probate court has acted on the petition and created a guardianship or conservatorship subject to administration or conduct. The circuit court is directed to vacate its removal order, lift its stay, and dismiss the removal petition.

Court
Supreme Court of Alabama
Writing for the Court
Murdock, Justice; Murdock; Malone; Woodall; Main; Bolin
Jurisdiction
Alabama
Decision date
January 20, 2012
Procedural posture
James G. Casey, Sr., and Julie Toner petitioned for a writ of mandamus directing the Jefferson Circuit Court to dismiss Jo Ann Casey's petition to remove a guardianship and conservatorship proceeding from the Jefferson Probate Court to the circuit court.
Standard of review
Subject-matter jurisdiction is reviewable by petition for a writ of mandamus, and the Supreme Court reviews de novo whether the trial court had subject-matter jurisdiction. Mandamus requires a clear legal right, an imperative duty accompanied by refusal, no other adequate remedy, and properly invoked jurisdiction.
Precedential value
Published Alabama Supreme Court opinion; precedential
Parties
James G. Casey, Sr., Julie Toner v. Jo Ann H. Casey
Disposition
writ_granted

Topics

guardianshipsconservatorshipappellate jurisdictionsubject matter jurisdictionwrit of certiorari

Practice areas

guardianshipsconservatorshipappellate proceduresubject matter jurisdictionwrit of certiorari

Questions Presented

  1. Whether the Jefferson Circuit Court had subject-matter jurisdiction under Alabama Code § 26-2-2 to remove a guardianship or conservatorship proceeding from the probate court before the probate court had acted on the petition for appointment.
  2. Whether mandamus was an appropriate remedy to review the circuit court's subject-matter jurisdiction.

Holdings

  1. The filing of a petition for letters of guardianship or conservatorship does not begin the administration or conduct of a guardianship or conservatorship. The probate court must act on the petition and create the guardianship or conservatorship before the proceeding may be removed to the circuit court.
  2. The circuit court lacked subject-matter jurisdiction to remove the guardianship proceeding because no guardianship or conservatorship had yet been created in the probate court.
  3. Mandamus was appropriate because subject-matter jurisdiction is reviewable by mandamus and the petitioners established that the circuit court lacked jurisdiction to enter the removal order.

Key quotations

The filing of a petition for letters of guardianship or conservatorship does not begin “[t]he administration or conduct of [the] guardianship or conservatorship”; rather, the probate court must act upon the petition before the guardianship or conservatorship may by subject to removal to the circuit court. (829)
For the foregoing reasons, the circuit court lacked subject-matter jurisdiction to remove the guardianship proceeding from the probate court. (831)

Factual background

James G. Casey, Sr., and Julie Toner petitioned the Jefferson Probate Court for letters of guardianship and conservatorship concerning Jo Ann Casey. The probate court appointed court representatives and ordered medical examinations, but had not determined that Jo Ann was incapacitated or appointed a guardian or conservator when Jo Ann sought removal to the circuit court. The circuit court granted removal under Alabama Code § 26-2-2 even though the probate court proceeding remained a pending petition for appointment rather than an existing guardianship or conservatorship.

Procedural history

James Casey, Sr., and Julie Toner filed a petition in the Jefferson Probate Court seeking appointment as Jo Ann Casey's guardians and conservators. Before the probate court entered an order determining that Jo Ann was incapacitated or appointing a guardian or conservator, Jo Ann petitioned the Jefferson Circuit Court to remove the proceeding under Alabama Code § 26-2-2. The circuit court granted removal and stayed the probate proceeding. The Alabama Supreme Court stayed further proceedings, granted mandamus relief, and directed the circuit court to vacate its removal order, lift the stay, and dismiss the removal petition.

Remand instructions

The circuit court was ordered to vacate its February 10, 2011, removal order, lift its stay of the guardianship proceeding, and dismiss the removal petition.

Court Document

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