Conservatorship of Browne

370 N.E.2d 148, 54 Ill. App. 3d 556, 12 Ill. Dec. 525, 1977 Ill. App. LEXIS 3667
CourtAppellate Court of Illinois
DecidedNovember 23, 1977
Docket76-303
StatusPublished
Cited by10 cases

This text of 370 N.E.2d 148 (Conservatorship of Browne) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Conservatorship of Browne, 370 N.E.2d 148, 54 Ill. App. 3d 556, 12 Ill. Dec. 525, 1977 Ill. App. LEXIS 3667 (Ill. Ct. App. 1977).

Opinions

Mr. JUSTICE STOUDER

delivered the opinion of the court:

Petitioner-appellant, Stewart F. Winstein, public conservator for Rock Island County, appeals from the judgment of the circuit court of Rock Island County appointing respondent-appellee, Bestor F. Witter, as conservator for the person and the estate of Rose A. Browne.

This matter was previously before this court in In re Conservatorship of Browne, 35 Ill. App. 3d 962, 343 N.E.2d 61. We held there that insufficient evidence had been introduced at trial to prove Rose A. Browne incompetent. The judgment was reversed and remanded with directions to the trial court to enter an order vacating the order which adjudicated Rose A. Browne incompetent and appointed Bestor F. Witter as the conservator of her person and estate. All parties were allowed to file new petitions.

Following our decision in Browne I, on March 29, 1976, respondentappellee Bestor F. Witter filed a petition praying he be appointed conservator of the person and the estate of Rose A. Browne. He stated he was Rose Browne’s attorney and alleged she was incapable of handling herself or her business affairs. The petition listed three persons as Rose Browne’s closest blood relatives: Jessie L. Miller, sister, of Hannibal, Missouri; Mary Elizabeth Crawford, niece, of Girard, Illinois; and Donna M. Campbell, niece, of Platt City, Missouri. On March 31, 1976, petitioner-appellant filed a similar petition praying he be appointed conservator of the person and the estate of Rose A. Browne. Summons was served on Rose A. Browne and a guardian ad litem was appointed to represent her throughout the proceeding. Notice of hearing scheduled for April 6, 1976, was sent to all the parties and the three relatives.

At the hearing, the testimony of Dr. Theodore Grevas was introduced. All the parties stipulated that he was a competent physician and competent to express an opinion on Rose Browne’s physical and mental condition. Dr. Grevas testified that he first became acquainted with Browne in 1960. On June 30, 1974, Browne was in an accident and Dr. Grevas treated the injuries she received as a result of that accident. These injuries were in part responsible for the subsequent deterioration in Rose Browne’s physical and mental capabilities. It was Dr. Grevas’s opinion that as a result of head injuries Browne sustained in the accident, she was incapable of handling herself or her business affairs. Testimony of other witnesses indicated that Browne was in a completely disoriented state.

Bestor F. Witter testified that he had known Rose Browne 12 or 15 years. Browne cleaned Witters offices and they became well acquainted. Witter drafted two or three wills for Browne and did some tax work for her. Witter considered her one of his clients. After the accident on June 30, Witter visited Browne at the hospital and she requested Witter “to take care of things.” As a result Witter prepared a power of attorney which he explained to Browne on August 4,1974, and which she signed on the same day. No question was raised at trial as to Browne’s competency on the day the power of attorney was signed. Witter is not related to Rose Browne.

Jessie Miller and Donna Campbell both testified that they preferred that appellee be appointed conservator. Both witnesses confirmed much of Witters testimony concerning the relationship between Witter and Browne. Browne’s other niece, Mary E. Crawford, in a letter directed to the “Probate Clerk” notified the court that her preference for conservator was Witter. There are no questions as to the adjudication of incompetency or the sufficiency of evidence of incompetency. The parties sole dispute on appeal relates to who should be appointed conservator. There is no question but that both guardians are well qualified and have no interests adverse to those of Rose Browne.

Petitioner-appellant presents several reasons why he, the public conservator, should be appointed conservator. He submits that the list of statutory preferences for awarding letters of administration that is set forth in section 9 — 3 of the Probate Act of 1975 (Ill. Rev. Stat. 1975, ch. 3, par. 9 — 3, effective January 1,1976) is controlling and relies on Rathbun v. Rimmerman, 6 Ill. App. 2d 101, 126 N.E.2d 856, to support his position. However, based on isolated language from In re Estate of Lamont, 13 Ill. App. 3d 714, 300 N.E.2d 574, petitioner-appellant argues that persons who come under any of the categories in section 9 — 3, but who are nonresidents, are not entitled to a preference in nominating a resident conservator. Since Witter is a stranger, he falls below the public conservator in the hierarchy of section 9 — 3, and his appointment as conservator is therefore contrary to law. Respondent-appellee Witter contends that the appointment of conservators is governed exclusively by provisions of section 11 — 3 of the Probate Act of 1975 (Ill. Rev. Stat. 1975, ch. 3, par. 11 — 3, effective January 1, 1976) which does not establish any preferences for such appointments and the first of the preferences for letters of administration set forth in section 9 — 3 should not be judically read into section 11 — 3. For reasons that will become evident, we hold that the rigid statutory preferences established by section 9 — 3 do not apply to appointment of conservators.

It should appear evident that the responsibilities of a conservator differ greatly from those of an administrator. The paramount concern in the selection of a conservator is the best interest and well-being of the incompetent. (See Annot., 65 A.L.R.3d 991 (1975).) The differences between administratorship and conservatorship prescribe a rule which avoids any artificial method of determining who is to be conservator and which allows the choice of a conservator based upon the best interest of the incompetent. By rejecting the application of section 9 — 3 to the appointment of conservators, we do not imply that relatives have no voice in selecting a conservator. The recommendations of persons with kinship or familial ties are to be considered by the court when selecting a conservator, but only because it is presumed that such persons are likely to be more solicitous of the incompetent’s welfare than would someone else. If evidence establishes that the relative seeking a preference had theretofore been relatively unconcerned with the incompetent, their recommendations should be accorded much less weight than a relative who had maintained close personal ties with the incompetent.

While the preference of relatives is important, there are other factors to be considered. One such factor is the relationship between the proposed conservator and the incompetent. A court should give serious consideration to any conduct by the incompetent prior to being adjudicated incompetent which manifests trust or confidence in the proposed conservator. Prior actions by the proposed conservator which indicate a concern for the well-being of the incompetent should also be considered. Other factors to be considered which are not in issue here include the ability of the conservator to manage the incompetent’s estate and the extent to which the proposed conservator is committed to discharging responsibilities which might conflict with his duties as a conservator.

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Conservatorship of Browne
370 N.E.2d 148 (Appellate Court of Illinois, 1977)

Cite This Page — Counsel Stack

Bluebook (online)
370 N.E.2d 148, 54 Ill. App. 3d 556, 12 Ill. Dec. 525, 1977 Ill. App. LEXIS 3667, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conservatorship-of-browne-illappct-1977.