Conservatorship of Elizabeth R. CA2/1

CourtCalifornia Court of Appeal
DecidedJuly 28, 2021
DocketB304601
StatusUnpublished

This text of Conservatorship of Elizabeth R. CA2/1 (Conservatorship of Elizabeth R. CA2/1) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Conservatorship of Elizabeth R. CA2/1, (Cal. Ct. App. 2021).

Opinion

Filed 7/28/21 Conservatorship of Elizabeth R. CA2/1 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION ONE

Conservatorship of the Person of B304601 ELIZABETH R.

PATSY LYNN R.-VALINE et al. (Los Angeles County Petitioners and Appellants, Super. Ct. No. 17AVPB00415)

v.

LINDA ATKINSON,

Conservator and Respondent,

ELIZABETH R.,

Conservatee and Respondent.

APPEAL from orders of the Superior Court of Los Angeles County, Randolph A. Rogers, Judge. Affirmed. MacCarley & Rosen, Mark MacCarley, Lisa MacCarley; Law Office of Ann C. Schneider and Ann C. Schneider for Petitioners and Appellants. Greenspoon Marder, Matthew D. Kanin; Law Offices of Nancy Reinhardt and Nancy Reinhardt for Conservator and Respondent. Gerald J. Miller for Conservatee and Respondent. ____________________________ Appellants Patsy Lynn R.-Valine and LaVerne Rae R. appeal from an order after trial appointing respondent Linda Atkinson, a professional fiduciary, as conservator of the person and estate of their mother, respondent Elizabeth “Betty” R.1 Appellants argued below that they, not Atkinson, should be placed in charge of their mother’s affairs. Appellants raise three contentions on appeal: (1) the probate court was biased against them; (2) Atkinson and a probate investigator failed to comply with requirements of the Probate Code; and (3) the probate court erroneously admitted documents containing hearsay, including the probate investigator’s reports. Appellants forfeited their first and second contentions by not raising them below, and those contentions also fail on the merits. As for their third contention, most of the challenged documents were not in fact admitted at trial, contrary to appellants’ assertion. Although it appears the probate investigator’s reports were admitted at trial, appellants fail to show any prejudice from their admission.

1 Because Betty, Patsy, and LaVerne share a last name, we refer to them by their first names. No disrespect is intended.

2 Accordingly, we affirm.

FACTUAL BACKGROUND The challenges on appeal are directed at the probate court’s conduct of the proceedings as opposed to the merits of the underlying dispute among the parties. We, however, provide some background information for context. The instant proceedings commenced in November 2017. At the time, Betty was 81 years old, and suffered from dementia and cognitive impairment. Betty was married to David Nelson, who was also in his 80’s. They had met in the late 1990’s and married in 2003, when Betty was approximately 67 years old. They divorced three or four years later—according to Nelson, they did so for income tax liability purposes. Their relationship did not otherwise change, and they continued to live together as if they were still husband and wife. LaVerne and Patsy are Betty’s daughters from a previous marriage. Betty and Nelson remarried on September 19, 2017. According to Nelson, they were motivated to do so following a meeting a few days earlier with LaVerne at which LaVerne announced that she was taking Betty to live with her, a proposition to which both Betty and Nelson objected.2 LaVerne

2 At trial, LaVerne testified she “brought up . . . possibly having [Betty] live with us” out of concern for Betty falling and Nelson being unable to pick her up. Betty’s counsel then confronted LaVerne with her earlier declaration stating she told Nelson, in front of Betty, “that due to my mother’s failing health

3 and Patsy’s position was that Nelson manipulated an infirm Betty into remarrying him so he could access her financial assets.

PROCEDURAL HISTORY The procedural history of this case is extensive. A brief summary of key points suffices for purposes of this appeal. Additional procedural history is summarized in the applicable parts of the Discussion, post. On November 28, 2017, Sydney Bailey, Nelson’s daughter from a previous marriage, filed a petition to be appointed Betty’s conservator. Bailey averred that Betty did not want LaVerne to remove her from her home and Nelson. Bailey further averred that LaVerne and Patsy had misappropriated Betty’s money and property without her consent, and that LaVerne’s husband had “forcibly entered Betty’s home, under the guise of performing a welfare check,” and had taken “all of Betty’s financial records, credit cards, a check book, social security card, and cash.” Included with the petition was a writing signed by Betty consenting to a conservatorship and nominating Bailey as conservator. LaVerne and Patsy filed an objection to Bailey’s petition. They contended that Nelson was manipulating Betty against them, and had taken advantage of her incapacity in order to marry her, thus overriding LaVerne’s power of attorney and giving Nelson access to Betty’s financial assets. LaVerne and Patsy also filed their own petition for appointment as Betty’s conservators, to which Bailey filed an objection.

and his age, that we were going to take my mother to our home to care for her. And that he was welcome to see her any time.”

4 On May 24, 2018, the probate court appointed professional fiduciary Atkinson as Betty’s temporary conservator. On August 1, 2018, Atkinson petitioned to be appointed Betty’s full, non-temporary conservator. The petition averred that Atkinson was aware of LaVerne’s “threats” to remove Betty from her home, and that Betty and Bailey believed LaVerne and Patsy had misappropriated Betty’s financial assets. Atkinson’s petition attached a signed writing from Betty consenting to the conservatorship and nominating Atkinson as conservator, with Bailey as her second choice. Nelson also provided a signed writing nominating Atkinson as conservator, with Bailey as a second choice. LaVerne and Patsy filed an objection to Atkinson’s petition, contending that Atkinson believed unreliable gossip from Nelson and Bailey, and that Betty was not competent to consent to the appointment of a conservator. Trial on the competing petitions took place between May 20 and May 31, 2019, with six days of witness testimony.3 Betty herself testified. Asked if she understood what a conservator was, Betty stated, “It’s someone that will take care of your money and everything.” She identified Atkinson as her current conservator, and said, “She’s great.” Asked if she would prefer LaVerne to be her conservator, she said, “No.” She testified she

3 Although not relevant to this appeal, in LaVerne’s trial brief and closing argument she appears to have changed her position, arguing that the probate court should deny LaVerne’s petition for conservatorship without prejudice and instead reinstate LaVerne’s power of attorney. She continued to argue that Bailey’s and Atkinson’s petitions should be denied with prejudice.

5 “wouldn’t like it at all” if the court allowed her daughters to take her out of her home.4 Following posttrial briefing, the probate court issued a proposed order and statement of decision appointing Atkinson as Betty’s conservator. LaVerne and Patsy filed a request for a supplemental statement on specific controverted issues, and requested the trial be reopened for submission of additional evidence. LaVerne and Patsy contended the probate court had relied on hearsay in favor of live testimony, there was insufficient evidence on a particular issue not relevant to this appeal, and that Nelson’s testimony was not credible.

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Conservatorship of Elizabeth R. CA2/1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conservatorship-of-elizabeth-r-ca21-calctapp-2021.