Bouchat v. Uphoff

522 P.2d 1168, 11 Wash. App. 369, 1974 Wash. App. LEXIS 1240
CourtCourt of Appeals of Washington
DecidedJune 3, 1974
Docket2080-1
StatusPublished
Cited by8 cases

This text of 522 P.2d 1168 (Bouchat v. Uphoff) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bouchat v. Uphoff, 522 P.2d 1168, 11 Wash. App. 369, 1974 Wash. App. LEXIS 1240 (Wash. Ct. App. 1974).

Opinion

Williams, J.

The controversy in this case is over the business affairs of an elderly gentleman, Lawrence Bouchat. A church, First United Methodist Church of Seattle, Inc., claims an equitable lien upon his real property for moneys advanced and services rendered. Mr. Bouchat asks that the church be considered an intermeddler and required to return his property and moneys which it collected upon his behalf. The cause was tried to the court without a *370 jury and resulted in findings favoring the position of each party, in part. From the judgment entered, the church appeals and Mr. Bouchat cross-appeals.

The findings of the trial court are not challenged by either party and so constitute the facts of the case. In brief, they are that in the spring of 1970, Mr. Bouchat, then 83 years of age and a resident of Seattle, became ill. At the request of the church, he was placed in Bayview Manor, a facility wholly owned by the church through a subsidiary corporation, Seattle First Methodist Home, Inc. There, Mr. Bouchat was given food, lodging and nursing services. The church petitioned the King County Superior Court for the appointment of its business manager as guardian of the person and estate of Mr. Bouchat. Although the petition was granted on June 12, 1970, no notice of the hearing on the petition was given to Mr. Bouchat. The church’s business manager entered upon his duties as guardian, caused Mr. Bouchat’s estate to be inventoried and made certain collections and expenditures on his behalf.

With the exception of a few small items, the estate consisted of 3y% lots of business property in Seattle which were subject to a substantial mortgage. One of these lots was leased to a business concern at a rental of $550 per month. The guardian conveyed this property to the church in exchange for the promise of the church to provide for Mr. Bouchat during his remaining years. The exchange was held pursuant to an order of court entered upon the guardian’s petition and following the appointment of a guardian ad litem, who stated in his report that the sale was to the best interest of Mr. Bouchat.

The church then mortgaged the 3% lots and some real estate contracts which it owned to a bank to secure a loan of $92,000. The proceeds of this loan were used to pay off the existing mortgage indebtedness of $52,363.50, to refund construction loans of $35,659.35 made by the bank to the church to build an addition to the building on the leased property, and $3,977.15 for loan expense. As a result of the *371 construction of the addition to the building, the tenant agreed to pay rental of $800 rather than $550 per month.

On February 24, 1972, Mr. Bouchat filed a petition which challenged the jurisdiction of the court and asked that all orders entered in the guardianship proceedings be vacated, that all deeds and mortgages made pursuant thereto be set aside, and that his property be restored to him. Following the hearing on this petition, the trial court found that service of the initial notice upon Mr. Bouchat was defective and that all actions of the court and guardian in the guardianship proceeding were void. This was correct. In re Teeters, 173 Wash. 138, 21 P.2d 1032 (1933); Mayer v. Rice, 113 Wash. 144, 193 P. 723 (1920); State ex rel. Lowary v. Superior Court, 41 Wash. 450, 83 P. 726 (1906).

Also, the court found that the agreement for Mr. Bouchat’s support in return for the transfer of his property to the church “was in his best interest at that time” and that:

At the time he was placed by the church in Bayview Manor and for an indefinite period of time thereafter, the evidence does not show for how long a period of time, Bouchat was confused, disoriented and incapable of managing his property and of caring for himself.

Further, the court found that

The church, its attorneys and Robison were interested in being fair with Bouchat, in doing what was in the best interest of Bouchat and in obtaining fair compensation for the services rendered by the church and/or Bayview Manor. *372 fides, one is entitled to reasonable and proper credits for maintenance of the beneficiary and for expenditures incurred on his account. Such a guardian is a trustee of the beneficiary’s estate, and the accounting must be deemed in the nature of an accounting in equity, where it is presented in the probate court subsequent to the inception of the de jure status, and must be determined on equitable principles the same as in an action in equity for an accounting by such trustee. The criterion for determining whether a past maintenance should be allowed is whether a chancery court would have authorized it in advance. [Cases cited.] A guardian de facto is subject to all the duties and liabilities of a guardian. [Case cited.]

*371 The first question is whether the court erred in not reimbursing the church for the net amount it had expended on Mr. Bouchat’s behalf. In view of the fact that the probate jurisdiction of the, court was never successfully invoked, it could only proceed in the exercise of its equity jurisdiction. Donaldson v. Winningham, 48 Wash. 374, 93 P. 534 (1908). Although there appears to be no decisional authority in the state of Washington bearing upon the point, the following rule should be applied:

As quasi guardian or guardian de facto acting with bona

*372 In re Estate of Giambastiani, 1 Cal. App. 2d 639, 37 P.2d 142 (1934).

Giambastiani is of particular importance because the de facto guardian was reimbursed for moneys which he had expended in good faith out of his own funds for the benefit of his ward, as happened in this case. Other decisions from foreign jurisdictions support recognition of a de facto guardian. Alexander v. Hillebrand, 140 Mich. 490, 103 N.W. 849 (1905); Kelly v. Kelly, 89 Mont. 229, 297 P. 470 (1931); In re Estate of Gilfillen, 170 Pa. 185, 32 A. 585 (1895). The church should be reimbursed for sums to which it would be entitled if the jurisdiction of the court in the guardianship proceeding had been successfully invoked.

The formal findings of the court, which are unchallenged and so constitute the facts of the case, contain a detailed accounting of the receipts and expenditures of the church in Mr. Bouchat’s behalf. It will be necessary for the court to enter additional findings specifying which expenditures it would have authorized had it had jurisdiction.

The next question is whether the church is entitled to an equitable lien upon Mr. Bouchat’s real property in the amount paid by the church for construction of the addition to the building. There is case support for Mr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Irrevocable Trust of McKean
144 Wash. App. 333 (Court of Appeals of Washington, 2008)
In Re Irrevocable Trust of McKean
183 P.3d 317 (Court of Appeals of Washington, 2008)
In Re the Guardianship of York
723 P.2d 448 (Court of Appeals of Washington, 1986)
McGill v. Wood
654 P.2d 705 (Court of Appeals of Washington, 1982)
Department of Labor & Industries v. City of Kennewick
644 P.2d 1196 (Court of Appeals of Washington, 1982)
Freise v. Walker
619 P.2d 366 (Court of Appeals of Washington, 1980)
In Re the Guardianship of Evans
587 P.2d 372 (Montana Supreme Court, 1978)
Bouchat v. Uphoff
533 P.2d 858 (Court of Appeals of Washington, 1975)

Cite This Page — Counsel Stack

Bluebook (online)
522 P.2d 1168, 11 Wash. App. 369, 1974 Wash. App. LEXIS 1240, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bouchat-v-uphoff-washctapp-1974.