Conservatorship of the Person & Estate of Bower v. Bower

247 Cal. App. 4th 495, 202 Cal. Rptr. 3d 297
CourtCalifornia Court of Appeal
DecidedApril 15, 2016
DocketG050468
StatusUnpublished
Cited by11 cases

This text of 247 Cal. App. 4th 495 (Conservatorship of the Person & Estate of Bower v. Bower) 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 the Person & Estate of Bower v. Bower, 247 Cal. App. 4th 495, 202 Cal. Rptr. 3d 297 (Cal. Ct. App. 2016).

Opinion

Opinion

BEDSWORTH, J.

I. INTRODUCTION

In 1800, Lord William Thompson Kelvin—the great scientist who first conceived the temperature scale that now carries his name—lamented that, “There is nothing new to discover in physics now. All that remains is more and more precise measurement.” Today, in the 144th year of the Field Codes, we wrestle with an issue of first impression. Law students, take note: there is plenty left to be discovered.

Probate Code section 3089 gives authority to probate courts to divide a married couple’s community property, even when there is no divorce, if one spouse has a conservator and the remaining competent spouse refuses to “comply” with an order made under article 3 of chapter 2 of part 6 of *498 division 4 the Probate Code. 1 This case turns on what the Legislature meant by an order under article 3. As we show below, article 3 provides for orders for the support and maintenance of a conservatee spouse. But it does not provide for conservatorship or attorney fee orders. Those matters are the subject of a different part of the Probate Code altogether, and entail a set of safeguards and protections that simply don’t mesh with the family law style periodic payment of support orders generally contemplated under article 3.

The probate judge here equated fees for attorneys and conservators with support and maintenance. In essence he confused the support of a conserva- torship with the support of the conservatee. We understand the impulse behind the trial judge’s thinking. From an institutional point of view, probate judges are concerned on a regular basis with fee claims by attorneys and conservators, and courts necessarily look to a conservatee’s estate as a source of payment for those claims. By dividing the property, the probate judge made the administration of the conservatorship easier. But article 3 is concerned with orders for the support and maintenance of the conservatee spouse, not with expediting professional fee claims. Professionals can collect their fees pursuant to court orders independently of article 3.

In this case the competent spouse, Lynn Bower (Lynn), unquestionably paid for the support and maintenance of her conservatee husband, David. In fact she devoted about 72 percent of the couple’s $200,000 marital estate income to making the $12,000 a month payments for David to a home specializing in Alzheimer’s care. What she did not do was comply with the letter of an order of the probate court to pay lump-sum large professional fee claims directly to David’s conservator and several other creditors. Instead she either paid those claims directly herself, or those claims were paid indirectly from escrows based on liens asserted by the relevant professionals. The probate judge was concerned that Lynn had acted, as he put it, like “Frank Sinatra, she gets to do it her way.”

Based on the literal noncompliance with the terms of the order, the probate judge ordered the community estate of the Bowers divided, with the conservator receiving David’s share. Because the probate court erroneously proceeded on the premise that section 3089 is triggered by noncompliance with orders to pay professional fees directly to the conservator in a lump sum, rather than refusal to comply with an order to support the conservatee spouse under article 3, we must reverse the order dividing the estate and remand the matter to the trial level for application of the proper standard to the facts at hand.

*499 II. FACTS

Lynn and David were married in 1983. During their marriage they acquired no less than 30 separate parcels 2 of real property, including a family home in Anaheim Hills. Essentially, they each worked as full-time landlords managing their small real estate empire.

Sometime around 2007, when David would have been about 51 years old (and Lynn about 47), he was diagnosed with frontotemporal dementia, otherwise called FTD. 3 Frontotemporal dementia is a term that describes a group of mental disorders affecting both an individual’s memory and personality. Often the afflicted person will begin to act out of character. (See Streisand & Spar, A Lawyer’s Guide to Diminishing Capacity and Effective Use of Medical Experts in Contemporaneous and Retrospective Evaluations (2008) 33 ACTEC J. 180, 188.) In David’s case, his dementia appears to have precipitated a craving for alcohol and a hostility toward his family (his wife, Lynn, and their three young adult children). While FTD is sometimes described as a fatal disease (see In re Guardianship & Conservatorship of Roberts (Minn.Ct.App., Dec. 24, 2012, A12-0701) [2012 Minn.App. Unpub. Lexis 1223]), we should note here the record does not indicate David’s disease is terminal. In November 2013, for example, Lynn submitted a declaration to the court stating that the latest research on FTD patients suggests a life expectancy between three and 17 years.

The record does show David’s condition has been more specifically classified as “semantic” dementia, which impairs parts of the brain affecting language. While David appears to have lost the ability to articulate words, or read or write, there is some indication in the record he can communicate his thoughts and feelings through gestures, like a thumbs up sign for yes or crossing his arms over his chest for no. Whether or not his thoughts and feelings are themselves the product of his dementia appears to be an open question.

Beginning in 2007, Lynn began to manage the couple’s real property empire alone. During this period, David began more and more to perceive his wife, Lynn, and his children as his enemies. He wasn’t exactly banished, like Rochester’s wife in Jane Eyre, to an attic, but—apparently, at Lynn’s direction—he did begin living in a cottage in back of the family home.

Perhaps because of this estrangement from his family, in June 2009, David signed a power of attorney form giving his sister Andrea control over all his *500 financial matters. A little more than a year later, in September 2010, Andrea caused David to file a petition for dissolution of his marriage to Lynn. 4 But the proceeding went nowhere. In February 2011, at Lynn’s behest, the family law court dismissed the dissolution action, finding that David lacked the “necessary mental capacity to form or express his independent resolve, free of any undue influence, to legally dissolve his long term marriage based on irreconcilable differences.” The family law judge continued: “The evidence is overwhelming that David lacks the requisite mental capacity to maintain these proceedings and any evidence to the contrary is characterized as de minimis, if any at all.”

As if to confirm the family court’s characterization of David’s lack of capacity, the day after the family law judge dismissed the dissolution action there was an incident in the family home that prompted his temporary hospitalization under section 5150 of the Welfare and Institutions Code.

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Bluebook (online)
247 Cal. App. 4th 495, 202 Cal. Rptr. 3d 297, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conservatorship-of-the-person-estate-of-bower-v-bower-calctapp-2016.