Shirley Denise Turner v. Carl Angelo Green

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REL: 12/2/11 Notice: T h i s o p i n i o n i s s u b j e c t t o formal r e v i s i o n b e f o r e p u b l i c a t i o n i n t h e advance s h e e t s o f Southern R e p o r t e r . R e a d e r s a r e r e q u e s t e d t o n o t i f y t h e R e p o r t e r o f D e c i s i o n s , Alabama A p p e l l a t e C o u r t s , 300 D e x t e r A v e n u e , M o n t g o m e r y , A l a b a m a 3 6 1 0 4 - 3 7 4 1 ((334) 2 2 9 - 0 6 4 9 ) , o f a n y t y p o g r a p h i c a l o r o t h e r e r r o r s , i n o r d e r t h a t c o r r e c t i o n s may b e made b e f o r e t h e o p i n i o n i s p r i n t e d i n Southern R e p o r t e r . ALABAMA COURT OF CIVIL APPEALS OCTOBER TERM, 2011-2012 2100998 S h i r l e y Denise Turner v. C a r l Angelo Green Appeal from Etowah C i r c u i t (CV-09-19) Court BRYAN, J u d g e . S h i r l e y Denise Turner ("Shirley") appeals from a judgment i n f a v o r o f C a r l A n g e l o G r e e n ( " C a r l " ) . We d i s m i s s t h e a p p e a l . On who J a n u a r y 14, 2009, C a r l , i s one o f C a r l ' s s i b l i n g s , a c t i n g p r o s e , sued Shirley, i n t h e Etowah C i r c u i t Court 2100998 ("the trial court"). Carl's complaint alleged that S h i r l e y ' s deceased mother, H e l e n A u r t m i s h e l l Green had d e v i s e d a p a r c e l o f r e a l p r o p e r t y ("the property") to him i n her w i l l had b e e n p r o b a t e d , and J a n e Ann Devereaux ("the will"), determination was the subsequently t h a t S h i r l e y had had also a c h i l d The on 22, 2009. Acting c o m p l a i n t on F e b r u a r y 17, she had and averred that Helen, i n t e r e s t she c o m p l a i n t sought a pro se, served with process Shirley answered the 2009. I n h e r a n s w e r , S h i r l e y d e n i e d done a n y t h i n g known what she was of property. r e c o r d i n d i c a t e s t h a t S h i r l e y was January that t o S h i r l e y . The t h a t C a r l owned t h e ("Helen"), that e x e c u t e a q u i t c l a i m d e e d p u r p o r t i n g t o c o n v e y any m i g h t have i n t h e p r o p e r t y and l o c a t e d i n Etowah County will ( " J a n e " ) , who his improper, s i g n i n g when she H e l e n was very averred that Jane had s i g n e d the q u i t c l a i m deed, s i c k when she executed the will. On F e b r u a r y 20, On May Carl's court 7, 2009, the 2009, C a r l moved f o r a summary j u d g m e n t . trial summary-judgment entered an order court motion. held On May s t a t i n g that a hearing 8, i t was r u l i n g on C a r l ' s summary-judgment m o t i o n and 2 2009, regarding the trial reserving granting Carl its 30 2100998 d a y s t o amend h i s c o m p l a i n t t o s t a t e a q u i e t - t i t l e c l a i m a n d to a d d any a d d i t i o n a l n e c e s s a r y On June 3, 2009, C a r l requested that the s h e r i f f p r o c e s s on t h e r e s t o f H e l e n ' s Bernard other Green than surviving Radford of ("Dale"), C a r l ; Alonzo one o f H e l e n ' s H. who serve next of k i n , i . e . , Jane; Green two s u r v i v i n g ("Alonzo"), s o n ; and T i f f a n y R a d f o r d ("Terrence"), Helen parties. ("Tiffany") Helen's 1 sons other and Terrence the c h i l d r e n of Walter Lee B e l l , had predeceased Dale her. Thereafter, the a son sheriff attempted u n s u c c e s s f u l l y t o serve Jane, Dale, A l o n z o , T i f f a n y , and Terrence. On June 8, 2009, Shirley filed a pleading titled " O b j e c t i o n " i n w h i c h she a s s e r t e d t h a t H e l e n h a d b e e n m e n t a l l y i n c o m p e t e n t when she e x e c u t e d t h e w i l l , t h a t C a r l h a d p r o c u r e d Helen's over execution of the w i l l b y e x e r c i s i n g undue h e r , and, t h e r e f o r e , t h a t C a r l judgment determining that he was influence was n o t e n t i t l e d the sole owner to a of the property. T i f f a n y ' s name i s s p e l l e d " T e f f a n y " i n some p a r t s o f t h e r e c o r d and " T e r r a n y " i n o t h e r p a r t s o f t h e r e c o r d ; however, t h e r e c o r d c o n t a i n s a document s i g n e d b y h e r i n w h i c h she s p e l l s h e r name as T i f f a n y . T h e r e f o r e , we r e f e r t o h e r i n t h i s o p i n i o n as T i f f a n y . 1 3 2100998 On November 9, 2009, an attorney filed a notice of a p p e a r a n c e on b e h a l f o f C a r l . On December 14, 2009, t h e t r i a l court s e t the action f o r t r i a l On F e b r u a r y Although on F e b r u a r y 1, 2010. 1, 2 0 1 0 , t h e t r i a l c o u r t h e l d a b e n c h t r i a l . t h e r e c o r d does n o t i n d i c a t e t h a t C a r l h a d amended his complaint i n accordance w i t h the t r i a l c o u r t ' s i n s t r u c t i o n in i t s May 9, 2009, o r d e r , a n d a l t h o u g h t h e r e c o r d i n d i c a t e s that Jane, Dale, Alonzo, been Tiffany, served with process, and Terrence the t r i a l 2010, e n t e r e d a j u d g m e n t , w h i c h had not y e t c o u r t , on F e b r u a r y stated, 2, i n pertinent part: " T h i s m a t t e r h a v i n g come b e f o r e t h e C o u r t on t h e 1 s t d a y o f F e b r u a r y , 2010 on t h e C o m p l a i n t o f [ C a r l ] s e e k i n g t o q u i e t t i t l e t o [ t h e p r o p e r t y ] and the o b j e c t i o n f i l e d by [ S h i r l e y ] and t h e Court h a v i n g taken testimony, ore tenus, t h e Court hereby f i n d s as f o l l o w s : "1. T i t l e t o t h e [ p r o p e r t y ] i s h e r e b y v e s t e d i n t h e name o f t h e [ C a r l ] "2. The C o u r t f i n d s t h a t [ S h i r l e y ] , [ A l o n z o ] , [ D a l e ] , [ J a n e ] , [ T i f f a n y ] , a n d [ T e r r e n c e ] have no i n t e r e s t i n t h e above d e s c r i b e d p r o p e r t y . "3. The Tax A s s e s s o r i s d i r e c t e d t o a s s e s s t h e p r o p e r t y i n t o t h e name o f [ C a r l ] . ... " Shirley postjudgment neither filed motion within a Rule 30 d a y s 59(e), after A l a . R. C i v . P., the entry of the F e b r u a r y 2, 2010, j u d g m e n t n o r f i l e d a n o t i c e o f a p p e a l w i t h i n 4 2100998 42 d a y s a f t e r t h e e n t r y o f t h e F e b r u a r y 2, On March 30, F e b r u a r y 2, 2010, "Motion part, to 2010, 56 days after 2010, the judgment. entry j u d g m e n t , an a t t o r n e y f i l e d a m o t i o n Reconsider" on behalf of Shirley. In of titled pertinent that motion s t a t e d : "COMES NOW, counsel, and Reconsider and counterclaim. In follows: [ S h i r l e y ] , by and t h r o u g h h e r l e g a l hereby submits this Motion to f o r leave of court to a s s e r t [ a ] s u p p o r t t h e r e o f , [ S h i r l e y ] a v e r s as "1) On F e b r u a r y 2, 2010, t h i s C o u r t e n t e r e d an Order which e s t a b l i s h e d r i g h t s to [ t h e p r o p e r t y ] . "2) A t t h e t i m e o f s a i d h e a r i n g , [ J a n e ] , [ D a l e ] , [ A l o n z o ] , [ T i f f a n y ] , and [Terrence] had n o t b e e n s e r v e d . D e s p i t e s a i d f a c t , a h e a r i n g was h e l d on F e b r u a r y 1, 2010. A f t e r s a i d h e a r i n g , t h i s C o u r t e n t e r e d an O r d e r w h i c h p r o v i d e d t h a t t h e D e f e n d a n t s , i n c l u d i n g t h o s e who were n o t y e t s e r v e d , d i d n o t have any i n t e r e s t i n t h e above d e s c r i b e d p r o p e r t y . "3) Due t o t h e f a c t t h a t t h e r e a r e s t i l l c l a i m s pending a g a i n s t the non-served p a r t i e s , [Shirley] a s s e r t s t h a t t h e O r d e r d a t e d F e b r u a r y 2, 2010 i s n o n - f i n a l . As a r e s u l t , t h i s M o t i o n t o R e c o n s i d e r i s timely f i l e d . "4) [Shirley] r e s p e c t f u l l y requests that t h i s C o u r t w i l l r e c o n s i d e r i t s O r d e r d a t e d F e b r u a r y 2, 2010 to consider the following facts and c o u n t e r c l a i m s w h i c h a p p e a r t o have n o t b e e n a s s e r t e d d u r i n g the p r e v i o u s h e a r i n g . "5) to grant [Shirley] r e s p e c t f u l l y requests t h i s l e a v e t o a s s e r t [a] c o u n t e r c l a i m . " 5 the Court 2100998 (Emphasis added.) The m o t i o n stating claims of adverse against Carl. The gravamen then asserted possession had been of S h i r l e y ' s years. if i n adverse possession enrichment adverse-possession because, she a l l e g e d , o f i t f o r more t h a n The gravamen o f h e r u n j u s t - e n r i c h m e n t the property counterclaim and u n j u s t c l a i m was t h a t she owned t h e p r o p e r t y she a was owned b y C a r l , 10 c l a i m was t h a t , she was e n t i t l e d t o be c o m p e n s a t e d f o r i m p r o v e m e n t s s h e h a d made t o t h e p r o p e r t y t h a t C a r l h a d a l l o w e d h e r t o make w i t h o u t o b j e c t i o n . Carl filed Shirley's trial had response i n which as i t p u r p o r t e d Alonzo, n o t been February service he (1) a s s e r t e d t o r e c o n s i d e r was u n t i m e l y ; court t o s e t aside the February insofar Dale, motion a T i f f a n y , and Terrence served with process (2) moved t h e 2, 2010, j u d g m e n t to adjudicate the rights only of Jane, on t h e g r o u n d t h a t before that the entry they of the 2, 2010, o r d e r ; a n d (3) s o u g h t an o r d e r a u t h o r i z i n g b y p u b l i c a t i o n on J a n e , Dale, Alonzo, T i f f a n y , and Terrence. The t r i a l court h e l d a hearing regarding S h i r l e y ' s motion on J u n e 2, 2010. On J u n e 3, 2010, t h e t r i a l order that stated: 6 c o u r t e n t e r e d an 2100998 "THIS CAUSE c o m i n g b e f o r e t h e C o u r t on t h e 2 n d day of June, 2010 on [Shirley's] Motion to Reconsider f i l e d h e r e i n , w i t h the Court having heard arguments of counsel the following i s hereby ORDERED, ADJUDGED, a n d DECREED: "1. The C o u r t ' s O r d e r o f F e b r u a r y h e r e b y SET ASIDE a n d h e l d f o r n a u g h t . 2, 2010 i s "2. [ C a r l ] i s h e r e b y ORDERED a n d DIRECTED t o g e t a l l Defendants s e r v e d pursuant t o t h e a p p r o p r i a t e method u n d e r A l a . R. C i v . P. 4.2." (Capitalization i n original.) On June service 14, 2010, C a r l on Jane, publication. Dale, The t r i a l moved f o r an o r d e r Alonzo, Tiffany, authorizing and Terrence court granted that motion by on June 2 1 , 2010. After service was effected on T i f f a n y , and Terrence by p u b l i c a t i o n , bench trial regarding Carl's Jane, Dale, the t r i a l complaint Alonzo, court held a and Shirley's c o u n t e r c l a i m on F e b r u a r y 14, 2 0 1 1 . On F e b r u a r y 22, 2 0 1 1 , t h e trial court judgment entered a judgment. In pertinent part, stated: "[H]aving taken testimony, h e r e b y f i n d s as f o l l o w s : ore tenus, the Court "1. T i t l e t o t h e [ p r o p e r t y ] i s h e r e b y q u i e t e d i n t h e name o f [ C a r l ] . "2. The C o u r t finds that 7 [Shirley], [Alonzo], that 2100998 [ D a l e ] , [ J a n e ] , [ T i f f a n y ] , a n d [ T e r r e n c e ] have no interest i n t h e ... p r o p e r t y . Only [Shirley] appeared t o c o n t e s t the c l a i m o f [ C a r l ] . "3. The Tax A s s e s s o r i s d i r e c t e d t o a s s e s s t h e p r o p e r t y i n t o t h e name o f [ C a r l ] "4. The c l a i m s of [Shirley] f o r Adverse P o s s e s s i o n and U n j u s t Enrichment a r e hereby d e n i e d . " On M a r c h 18, 2 0 1 1 , S h i r l e y moved to alter, amend, o r v a c a t e t h e F e b r u a r y 22, 2 0 1 1 , j u d g m e n t . The t r i a l c o u r t d e n i e d t h a t motion on May 18, 2 0 1 1 . The F e b r u a r y 22, 2 0 1 1 , j u d g m e n t was a p p e a l e d t o t h e supreme c o u r t b y S h i r l e y o n l y . The supreme court t r a n s f e r r e d S h i r l e y ' s appeal t o t h i s court pursuant t o ยง 1 2 - 2 - 7 ( 6 ) , A l a . Code 1975. As a t h r e s h o l d m a t t e r , C a r l a s s e r t s t h a t t h e t r i a l court l a c k e d j u r i s d i c t i o n t o v a c a t e t h e F e b r u a r y 2, 2010, j u d g m e n t insofar as i t r u l e d i n h i s favor with respect to h i s claim a g a i n s t S h i r l e y . R u l e 4 ( f ) , A l a . R. C i v . P., p r o v i d e s : "When t h e r e a r e m u l t i p l e d e f e n d a n t s a n d t h e summons ... a n d t h e c o m p l a i n t have b e e n s e r v e d on one o r more, b u t n o t a l l , o f t h e d e f e n d a n t s , t h e p l a i n t i f f may p r o c e e d t o j u d g m e n t as t o t h e d e f e n d a n t o r d e f e n d a n t s on whom p r o c e s s h a s b e e n s e r v e d a n d , i f t h e j u d g m e n t as t o t h e d e f e n d a n t o r d e f e n d a n t s who have b e e n s e r v e d i s f i n a l i n a l l o t h e r r e s p e c t s , i t s h a l l be a f i n a l judgment. A f t e r t h e e n t r y o f judgment, i f t h e p l a i n t i f f i s a b l e t o o b t a i n s e r v i c e on a d e f e n d a n t o r d e f e n d a n t s n o t p r e v i o u s l y s e r v e d (except, however, defendants designated as f i c t i t i o u s p a r t i e s as a l l o w e d b y R u l e 9 ( h ) , [ A l a . R. 8 2100998 C i v . P.,] who s h a l l be deemed t o have b e e n d i s m i s s e d v o l u n t a r i l y when t h e c a s e was a n n o u n c e d r e a d y f o r t r i a l a g a i n s t o t h e r d e f e n d a n t s s u e d by t h e i r t r u e names), t h e c o u r t s h a l l h e a r and d e t e r m i n e t h e m a t t e r as t o s u c h d e f e n d a n t o r d e f e n d a n t s i n t h e same manner as i f s u c h d e f e n d a n t o r d e f e n d a n t s h a d originally been brought into court, but such d e f e n d a n t o r d e f e n d a n t s s h a l l be a l l o w e d t h e b e n e f i t o f any payment o r s a t i s f a c t i o n t h a t may have b e e n made on t h e j u d g m e n t p r e v i o u s l y e n t e r e d i n t h e action." The February against Shirley, with 2, 2010, was a adjudicated t h e o n l y d e f e n d a n t who p r o c e s s . Thus, u n d e r judgment judgment final, Rule a l l claims had t h e n been s e r v e d 4 ( f ) , t h e F e b r u a r y 2, a p p e a l a b l e judgment with 2010, respect to S h i r l e y . See F r a n k l i n v. C a t l e d g e , 59 So. 3d 738, 740-41 ( A l a . C i v . App. 344 2 0 1 0 ) ; B e d e l l v. Q u a l i t y Cas. ( A l a . C i v . App. 2006); S t a t i o n s of Birmingham, and I n s . Co., Williams v. I n c . , 959 So. 2d 1120 Fox 958 So. Television ( A l a . C i v . App. 2 0 0 6 ) , o v e r r u l e d on o t h e r g r o u n d s by Ex p a r t e L u k e r , 25 So. 1152 2d 3d ( A l a . 2007). Although t h e F e b r u a r y 2, 2010, judgment a l s o c o n t a i n e d language p u r p o r t i n g t o a d j u d i c a t e C a r l ' s c l a i m a g a i n s t Dale, Alonzo, T i f f a n y , and Terrence, that l a n g u a g e was Jane, void b e c a u s e J a n e , D a l e , A l o n z o , T i f f a n y , and T e r r e n c e h a d n o t t h e n b e e n s e r v e d w i t h p r o c e s s and, t h e r e f o r e , 9 the t r i a l court d i d 2100998 n o t have i n p e r s o n a m j u r i s d i c t i o n Indem. Co. v. W e s t g a t e , o v e r them. See Northbrook L t d . , 769 So. 2d 890, 893 ( A l a . 2000) ( " ' F a i l u r e of proper s e r v i c e under Rule 4 d e p r i v e s a c o u r t of jurisdiction 673 and r e n d e r s i t s judgment v o i d . ' So. 2d 427, 428-29 With Ex p a r t e P a t e , (Ala. 1995)."). respect to Shirley, h o w e v e r , t h e F e b r u a r y 2, 2010, j u d g m e n t was a v a l i d , f i n a l j u d g m e n t f o r t h e r e a s o n s d i s c u s s e d above. R u l e 59(e) p r o v i d e s t h a t a t r i a l of a p a r t y , can a l t e r , c o u r t , on t h e m o t i o n amend, o r v a c a t e a f i n a l judgment i t has e n t e r e d i f t h e m o t i o n i s f i l e d w i t h i n 30 d a y s o f t h e e n t r y of t h e judgment. file a Rule The r e c o r d i n d i c a t e s 59(e) motion within that Shirley d i d not 30 d a y s o f t h e e n t r y o f t h e F e b r u a r y 2, 2010, j u d g m e n t . R u l e 59 a l s o a l l o w s a t r i a l court, a c t i n g s u a s p o n t e , t o a l t e r , amend, o r v a c a t e a f i n a l judgment i t h a s e n t e r e d w i t h i n 30 d a y s o f t h e e n t r y o f t h a t judgment. See P i e r c e v. American (Ala. 2008). However, Gen. F i n . , I n c . , 991 So. 2d 212, 215 the record indicates that the trial c o u r t d i d n o t e n t e r a sua sponte o r d e r a l t e r i n g , amending, o r v a c a t i n g t h e F e b r u a r y 2, 2010, judgment w i t h i n 30 d a y s after i t was e n t e r e d . R u l e 6 0 ( b ) , A l a . R. C i v . P., p r o v i d e s t h a t a t r i a l 10 court, 2100998 on the motion o f a p a r t y made more t h a n 30 d a y s a f t e r the e n t r y o f a f i n a l judgment, can r e l i e v e a p a r t y from t h a t f i n a l judgment b a s e d on t h e f o l l o w i n g grounds: "(1) mistake, i n a d v e r t e n c e , s u r p r i s e , o r excusable n e g l e c t ; (2) n e w l y d i s c o v e r e d e v i d e n c e w h i c h b y due d i l i g e n c e c o u l d n o t have b e e n d i s c o v e r e d i n t i m e t o move f o r a new t r i a l u n d e r R u l e 5 9 ( b ) ; (3) f r a u d (whether heretofore denominated intrinsic or e x t r i n s i c ) , m i s r e p r e s e n t a t i o n , or other misconduct o f an a d v e r s e p a r t y ; (4) t h e j u d g m e n t i s v o i d ; (5) the judgment has been s a t i s f i e d , released, or d i s c h a r g e d , o r a p r i o r judgment upon w h i c h i t i s based has been r e v e r s e d o r o t h e r w i s e v a c a t e d , o r i t i s no l o n g e r e q u i t a b l e t h a t t h e judgment s h o u l d have p r o s p e c t i v e a p p l i c a t i o n ; o r (6) any o t h e r r e a s o n justifying relief from the operation of the judgment." However, Shirley's 30 d a y s "Motion after to Reconsider," which was filed more t h a n the entry of the February 2, 2010, j u d g m e n t , d i d n o t s e e k r e l i e f f r o m t h e F e b r u a r y 2, 2010, j u d g m e n t b a s e d on any o f t h e g r o u n d s e n u m e r a t e d i n R u l e 6 0 ( b ) ; r a t h e r , i t m e r e l y a s s e r t e d t h a t t h e F e b r u a r y 2, 2010, j u d g m e n t was not f i n a l with respect to Shirley because Jane, Dale, A l o n z o , T i f f a n y , and T e r r e n c e had n o t been s e r v e d w i t h p r o c e s s b e f o r e t h e F e b r u a r y 2, 2010, judgment was e n t e r e d . the o r d e r e n t e r e d by t h e t r i a l Moreover, c o u r t on J u n e 3, 2 0 1 0 , w h i c h purported to vacate the February entirety, d i d n o t c i t e any o f t h e g r o u n d s e n u m e r a t e d b y R u l e 11 2, 2010, judgment in i t s 2100998 60(b) as i t s b a s i s . court lacked jurisdiction insofar as C o n s e q u e n t l y , we i t purported conclude t h a t the t o e n t e r the June to vacate the judgment w i t h r e s p e c t t o S h i r l e y because 2010, j u d g m e n t was a final 3, trial 2010, February order 2, 2010, (1) t h e F e b r u a r y judgment w i t h r e s p e c t t o Shirley u n d e r R u l e 4 ( f ) , (2) S h i r l e y d i d n o t f i l e a t i m e l y R u l e motion challenging the February 2, 2010, 2, judgment, 59(e) (3) the trial c o u r t d i d not a c t sua sponte t o v a c a t e the F e b r u a r y 2010, judgment w i t h i n 30 d a y s a f t e r i t was e n t e r e d p u r s u a n t t o Rule 59, (4) Shirley's "Motion r e l i e f f r o m t h e F e b r u a r y 2, 2010, g r o u n d s e n u m e r a t e d by R u l e J u n e 3, 2010, to R e c o n s i d e r " d i d not seek j u d g m e n t b a s e d on any o f t h e 6 0 ( b ) , and (5) t h e t r i a l court's o r d e r p u r p o r t i n g t o v a c a t e t h e F e b r u a r y 2, 2010, j u d g m e n t w i t h r e s p e c t t o S h i r l e y d i d n o t p u r p o r t t o do so t h e b a s i s o f any g r o u n d Moreover, 2, e n u m e r a t e d by R u l e on 60(b). we c o n c l u d e t h a t t h e F e b r u a r y 2, 2010, judgment b a r r e d S h i r l e y f r o m a s s e r t i n g t h e c o u n t e r c l a i m she i n c l u d e d i n her "Motion Ala. R. to R e c o n s i d e r . " In p e r t i n e n t part, Rule 13(a), C i v . P., p r o v i d e s : "A p l e a d i n g s h a l l s t a t e as a c o u n t e r c l a i m any c l a i m which a t the time of s e r v i n g the p l e a d i n g the p l e a d e r has a g a i n s t any o p p o s i n g p a r t y , i f i t a r i s e s out of the t r a n s a c t i o n or o c c u r r e n c e t h a t i s the 12 2100998 s u b j e c t m a t t e r o f t h e opposing p a r t y ' s c l a i m and does n o t r e q u i r e f o r i t s a d j u d i c a t i o n t h e p r e s e n c e o f t h i r d p a r t i e s o f whom t h e c o u r t c a n n o t a c q u i r e jurisdiction." I n Ex p a r t e C i n c i n n a t i I n s u r a n c e C o s . , 806 So. 2d 376, 379-80 ( A l a . 2 0 0 1 ) , t h e supreme c o u r t s t a t e d : "The d r a f t e r s o f R u l e 13, A l a . R. C i v . P., i n t e n d e d t o adopt t h e ' l o g i c a l - r e l a t i o n s h i p ' t e s t for determining whether a counterclaim is c o m p u l s o r y . 'A c o u n t e r c l a i m i s c o m p u l s o r y i f t h e r e i s any l o g i c a l r e l a t i o n o f any s o r t b e t w e e n t h e o r i g i n a l c l a i m and t h e c o u n t e r c l a i m . ' Committee Comments on 1973 a d o p t i o n o f R u l e 13, 5 6. U n d e r t h e l o g i c a l - r e l a t i o n s h i p standard, a counterclaim i s c o m p u l s o r y i f '(1) i t s t r i a l i n t h e o r i g i n a l a c t i o n would a v o i d a s u b s t a n t i a l d u p l i c a t i o n of e f f o r t or (2) t h e o r i g i n a l c l a i m a n d t h e c o u n t e r c l a i m a r o s e o u t o f t h e same a g g r e g a t e c o r e o f o p e r a t i v e f a c t s . ' Ex p a r t e C a n a l I n s . Co., 534 So. 2d 582, 584 ( A l a . 1988) ( q u o t i n g Brooks v. Peoples N a t ' l Bank o f H u n t s v i l l e , 414 So. 2d 917, 919 ( A l a . 1 9 8 2 ) ) . I n d e t e r m i n i n g whether t h e c l a i m s 'arose o u t o f t h e same a g g r e g a t e c o r e o f o p e r a t i v e f a c t s , ' t h i s C o u r t must d e t e r m i n e w h e t h e r '(1) t h e f a c t s t a k e n as a w h o l e s e r v e as t h e b a s i s f o r b o t h c l a i m s o r (2) t h e sum t o t a l o f f a c t s upon w h i c h t h e o r i g i n a l c l a i m r e s t s c r e a t e s l e g a l r i g h t s i n a p a r t y which would o t h e r w i s e r e m a i n d o r m a n t . ' C a n a l I n s . , 534 So. 2d a t 584 . "The U n i t e d S t a t e s C o u r t o f A p p e a l s f o r t h e Eleventh Circuit has also adopted a l o g i c a l - r e l a t i o n s h i p t e s t f o r d e t e r m i n i n g whether a c o u n t e r c l a i m i s c o m p u l s o r y u n d e r R u l e 1 3 ( a ) , F e d . R. C i v . P. See R e p u b l i c H e a l t h C o r p . v . L i f e m a r k H o s p s . o f F l o r i d a , I n c . , 755 F.2d 1453, 1455 ( 1 1 t h C i r . 1985) . T h e r e i s a l o g i c a l r e l a t i o n s h i p 'when " t h e same o p e r a t i v e f a c t s s e r v e as t h e b a s i s o f b o t h c l a i m s o r t h e a g g r e g a t e c o r e o f f a c t s upon w h i c h t h e 13 2100998 claim rests activates additional legal rights, o t h e r w i s e dormant, i n t h e d e f e n d a n t . " ' Republic H e a l t h , 755 F.2d a t 1455 ( q u o t i n g P l a n t v. B l a z e r Fin. S e r v s . , I n c . , 598 F.2d 1357, 1361 ( 5 t h C i r . 1979)). Moreover, t h e E l e v e n t h C i r c u i t has s t a t e d t h a t '[a] d e t e r m i n a t i o n o f w h e t h e r a c o u n t e r c l a i m i s compulsory i s not d i s c r e t i o n a r y ; r a t h e r , such a d e t e r m i n a t i o n i s made a s a m a t t e r o f l a w . ' Republic H e a l t h , 755 F.2d a t 1454. See a l s o Owens v. B l u e Tee C o r p . , 177 F.R.D. 673, 680 (M.D. A l a . 1 9 9 8 ) . " "Failure to properly a s s e r t a compulsory counterclaim i n the o r i g i n a l p r o c e e d i n g b a r s f u t u r e l i t i g a t i o n b y t h e p a r t i e s on t h a t c l a i m . " S a n d e r s v. F i r s t Bank o f G r o v e H i l l , 869, 564 So. 2d 872 ( A l a . 1990) C a r l ' s c l a i m and b o t h o f t h e c l a i m s assert i n her "Motion t o Reconsider" who owned t h e p r o p e r t y . claims Shirley Reconsider" were to compulsory assert we c o n c l u d e i n her counterclaims j u d g m e n t was a f i n a l action with Bedell; to Shirley, Williams, and, subsequently asserting those Reconsider," see Sanders. judgment and respect judgment entered 14 see Rule therefore, claims Thus, by t h e t r i a l that "Motion she to was The F e b r u a r y 2, terminated 4(f); barred i n her t o the extent court that the that r e q u i r e d t o f i l e i n C a r l ' s a c t i o n against her. 2010, to s h a r e d a common i s s u e : Consequently, purported S h i r l e y purported on F e b r u a r y Carl's Franklin; her "Motion that from to the 22, 2 0 1 1 , 2100998 purported claim to r u l e against S h i r l e y both with respect to C a r l ' s against her and her claims against him, i t was a nullity. Shirley after the d i d not entry therefore, this j u d g m e n t . See P. of file a n o t i c e of appeal w i t h i n 42 days the February judgment, and, court Rules has no 2, 2010, jurisdiction Moreover, because the February v o i d i n s o f a r as i t p u r p o r t e d 22, review that 4 ( a ) , A l a . R. 2 ( a ) ( 1 ) , 3 ( a ) ( 1 ) , and to App. 2011, judgment was t o r u l e a g a i n s t S h i r l e y , she was n o t a g g r i e v e d by t h a t j u d g m e n t . "A p a r t y t h a t i s n o t by a t r i a l c o u r t ' s judgment cannot a p p e a l See Sho-Me M o t o r L o d g e s , 466 So. 1271, 2d 1272 2d 1295, 83, 88 v. App. Jehle-Slauson ( A l a . C i v . App. 2006). Therefore, Constr. D.W.M., 723 1 9 9 8 ) ; and Rush v. H e f l i n , 1 9 8 2 ) . " Buco B l d g . I n c . v. Mayer E l e c . S u p p l y Co., Civ. from t h a t judgment. ( A l a . 1 9 8 5 ) ; S.W.M. v. ( A l a . C i v . App. 1297 Inc. aggrieved 960 So. not confer Under R u l e Jane, Dale, Alonzo, 411 2d So. 2d 707, 711-12 ( A l a . the n o t i c e of appeal Shirley filed j u r i s d i c t i o n on t h i s 4 ( f ) , the So. Constructors, w i t h i n 42 d a y s o f t h e e n t r y o f t h e F e b r u a r y 22, 2011, did Co., judgment court. a c t i o n p r o p e r l y proceeded T i f f a n y , and 15 Terrence after against they were 2100998 s e r v e d w i t h p r o c e s s , a n d t h e F e b r u a r y 22, 2011, j u d g m e n t was valid with appealed respect to the February them. APPEAL none of them have 22, 2 0 1 1 , j u d g m e n t . A c c o r d i n g l y , t h i s c o u r t h a s no j u r i s d i c t i o n we h a v e no j u r i s d i c t i o n However, over the appeal b e f o r e us. Because o v e r t h e a p p e a l , we must d i s m i s s i t . DISMISSED. Thompson, concur. P . J . , and Pittman, 16 Thomas, and Moore, J J . ,

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