Ellis v. Turner

23 So. 3d 589, 2009 Miss. App. LEXIS 873, 2009 WL 4592781
CourtCourt of Appeals of Mississippi
DecidedDecember 8, 2009
DocketNo. 2008-CA-01993-COA
StatusPublished
Cited by1 cases

This text of 23 So. 3d 589 (Ellis v. Turner) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ellis v. Turner, 23 So. 3d 589, 2009 Miss. App. LEXIS 873, 2009 WL 4592781 (Mich. Ct. App. 2009).

Opinion

IRVING, J.,

for the Court.

¶ 1. This appeal arises out of Bobbie L. Ellis’s attempt to have Stephanie Chism Turner removed from her position as conservator of the person and estate of Ruby Chism Ellis, Bobbie’s "wife. Stephanie is Ruby’s granddaughter.1 The Lee County Chancery Court, which appointed Stephanie as conservator, declined to remove her from her position as conservator. Feeling aggrieved, Bobbie appeals and asserts three contentions of error, which we quote verbatim:

1. Whether or not the lower court erred in establishing a conservator-ship and appointing Ms. [sic] Ellis’s granddaughter as a conservator of the person and estate of Mrs. Ellis who at such time had in place a valid durable power of attorney and a valid healthcare directive each duly executed in 2002 when she was competent.
2. Whether or not the lower court’s judgment appointing Mrs. Ellis’s [591]*591granddaughter as conservator of her person and estate is invalid as a result of failure to adhere to the requirement that the husband, a next of kin or other descendant be given prior notice by personal service of the time and place for the hearing.
3. Alternatively, if the appointment of a conservator is deemed reasonably necessary then whether or not her granddaughter should be discharged as conservator due to her perjury, unlawful entry into Mr. Ellis’s residence, unlawful conversion of Mr. Ellis’s funds, failure to adhere to statutory requirements, failure to give inventory and accounting as specifically directed by the court on two (2) occasions and her other abuses of power under color of law while substituting Mrs. Ellis’s spouse who, prior to the interruptions by the granddaughter, had been exclusively handling his wife’s health decisions and financial affairs.

¶ 2. Finding no reversible error, we affirm the judgment of the chancery court.

FACTS

¶ 3. Ruby and Bobbie were married on July 29, 2000. Within a few years, it became clear that Ruby’s mental state was deteriorating, and Ruby was finally admitted to a nursing home in May or June 2006. Ruby has severe Alzheimer’s disease and can no longer communicate with anyone, nor does she recognize family members.

¶4. On April 10, 2008, after becoming suspicious that Bobbie had let a paramour move into Ruby’s home, Stephanie filed a petition to be appointed as Ruby’s conservator. In the petition, Stephanie stated that Ruby no longer possessed “the mental or physical capacity to manage ... her estate or live independently.” Attached to the petition were statements from two physicians, both of whom opined that Ruby was mentally incompetent. The petition did not mention that Ruby was married. On April 19, 2008, Jerry Chism, Stephanie’s father and Ruby’s son, signed a join-der to Stephanie’s petition, although the joinder was not filed until July 1, 2008.

¶ 5. On June 30, 2008, a hearing was set for July 8, 2008, regarding Stephanie’s petition. At the hearing, Stephanie informed the chancellor that her grandmother was married and that Ruby’s present husband, Bobbie, lived in Ruby’s house in Saltillo, Mississippi. Stephanie was asked whether Bobbie had been made aware of the proceedings, and she responded in the affirmative. She further testified that she had told Bobbie about the July 8 hearing. After the July 8 hearing, the chancery court ordered that Stephanie be appointed as Ruby’s conservator. The order, which was entered on July 8, found that Ruby “is 76 years of age and is physically and mentally incapable of managing her own estate.” The chancery court found “that a conser-vatorship should be established for Ruby Chism Ellis and f[ound] and [o]rder[ed] that Stephanie C. Turner should be and is hereby appointed conservator of the person and estate of Ruby Chism Ellis.... ” The court also ordered Stephanie to “file an inventory of the estate of Ruby Chism Ellis within ninety days of the date of this [ojrder....”

¶ 6. On July 24, 2008, Bobbie filed a complaint requesting that Stephanie’s appointment as conservator be set aside or, in the alternative, that he be appointed conservator if one was deemed necessary. Bobbie’s pleadings stated that he first received notice of Stephanie’s conservator-ship on July 19, 2008, “at which time Stephanie ... presented him with a photostatic copy of Letters of Conservator-[592]*592ship in conjunction with demanding as [conservator that he immediately vacate his and his wife’s residential home.” Bobbie’s complaint alleged that a conser-vatorship was unnecessary because Ruby had executed a valid power of attorney prior to her incompetency. The power of attorney at issue applies to both Bobbie and Stephanie. The complaint further claimed that Jerry’s April joinder did not prove that he had received valid notice of the July 8 hearing.

¶7. On August 6, 2008, Bobbie filed a motion requesting the return of funds that Stephanie had taken; the motion also requested that Stephanie file an accounting and inventory of Ruby’s estate with the chancery court. The motion alleged that on August 1, 2008, Stephanie withdrew all of the funds from a joint account that Bobbie and Ruby shared. Bobbie alleged that the removal of the funds had caused numerous overdrafts.

¶ 8. On August 27, 2008, the chancery court entered an order (1) appointing Jonathan Martin as guardian ad litem on Ruby’s behalf, (2) continuing the case to August 22, 2008, and (3) prohibiting Stephanie from exercising her fiduciary powers as Ruby’s conservator. On August 28, 2008, Martin filed his report as guardian ad litem with the chancery court. We find his report helpful and, therefore, quote from it at length:

The current investigation of the GAL [guardian ad litem] relates to whether a conservatorship of the [w]ard’s person and estate is necessary, and if so, who should be appointed conservator. The GAL’s report will not address the alleged procedural defects of the original conservatorship appointment.
INVESTIGATION
The investigation of the Guardian Ad Litem includes interviews with the following persons:
1. ward, Ruby Chism Ellis;
2. ward’s granddaughter, Stephanie C. Turner,
3. ward’s husband, Bobbie L. Ellis;
4. nursing home administrator, David Horn;
5. nursing home administrative office manager, Katié Joe Lindley.
The undersigned’s investigation of this matter also included a review of the court file in this matter and a review of additional photographs and documents provided by both parties and their counsel.
RUBY CHISM ELLIS
Ruby Chism Ellis, born January 7, 1933, is 75 years old. She has been diagnosed with Alzheimer’s disease and suffers from extreme dementia. She has been a resident of Landmark Personal Care Home since April 10, 2007.
* * * *
Ruby was diagnosed with Alzheimer’s in 2002 by a neurologist in Tupelo. According to Stephanie and Bobbie, she exhibited signs of dementia well prior to the diagnosis.
Ruby Chism owned the home [in] Saltil-lo, [Mississippi,] prior to the marriage.

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Bluebook (online)
23 So. 3d 589, 2009 Miss. App. LEXIS 873, 2009 WL 4592781, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ellis-v-turner-missctapp-2009.