Estate of Blevins CA4/1

California Court of Appeal·Decided April 1, 2016·No. D067653·Unpublished

Opinion

Filed 4/1/16 Estate of Blevins CA4/1 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

COURT OF APPEAL, FOURTH APPELLATE DISTRICT DIVISION ONE

STATE OF CALIFORNIA

Estates of BAILEY NICOLE BLEVINS et al., Minors.

D067653

SONJA K. BLEVINS,

Petitioner and Appellant, (Super. Ct. No.

37-2007-00101025-PR-GE-CTL)

v.

HEATHER LEIGH BLEVINS, Objector and Respondent.

SELTZER CAPLAN McMAHON VITEK et al.,

Respondents.

APPEAL from an order of the Superior Court of San Diego County, Julia C.

Kelety, Judge. Motion denied; order affirmed.

Jennifer S. Betts, for Petitioner and Appellant.

Valerie N. Lankford, under appointment by the Court of Appeal, for Objector and Respondent.

Seltzer Caplan McMahon Vitek and Parisa Weiss, Andrea N. Myers, for Respondents.

Sonja Blevins, as guardian of the estate of her daughters Bailey and Heather Blevins, appeals an order denying her petition to terminate the guardianship, dispense with an accounting, and for other relief. Sonja contends the court erred in various respects by denying her petition and awarding attorney's fees to a guardian ad litem it had appointed for Heather. We disagree with Sonja's contentions and affirm the order.

FACTUAL AND PROCEDURAL BACKGROUND As required by the rules of appellate procedure, we state the facts in the light most favorable to the appealed order. (Orthopedic Systems, Inc. v. Schlein (2011) 202 Cal.App.4th 529, 532, fn. 1.) Additional facts will be discussed where relevant in the following section.

Sonja and her daughters Bailey and Heather entered into a settlement agreement with the City of San Diego (City) to resolve claims arising from the accidental death of Scot Blevins, Sonja's husband and the father of Bailey and Heather. (Blevins v. City of San Diego (Super. Ct. San Diego County, 2006, No. GIC853685).)

As part of the settlement, the City agreed to make periodic payments to Sonja, Bailey, and Heather. The settlement agreement provided for monthly payments of $1,100 to "Sonja Blevins as Guardian of the Estate of Bailey Blevins" from 2007 through 2014 and $1,100 to "Sonja Blevins as Guardian of the Estate of Heather Blevins" from 2007 through 2016. The settlement agreement also provided for increasing monthly payments to "Sonja Blevins, Individually," structured as follows: $1,100 from 2007

through 2014; $2,200 from 2014 through 2016; $3,300 for two months in 2016; and $1,961.76 thereafter. Bailey and Heather also received lump sum payments on their sixteenth birthdays, monthly college stipends ($1,000 for Bailey from 2014 through 2018 and $1,100 for Heather from 2016 through 2020), and semiannual college tuition payments ($11,900.52 for Bailey from 2014 through 2018 and $13,500.37 for Heather from 2016 through 2020). In the settlement agreement, the City reserved the right to fund the payments through the purchase of an annuity from the Metropolitan Life Insurance Company (MetLife Insurance) and to assign the obligation to make payments to MetLife Tower Resources Group, Inc. (Tower).1 The guardian ad litem for Bailey and Nicole, by and through her counsel Alan Pinkerton (who was also counsel for Sonja), petitioned the trial court for approval of the settlement agreement. The petitions described the periodic payments contained in the settlement agreement, including the monthly payments of $1,100 to Sonja Blevins "as Guardian of the Estate[s]" of Bailey and Heather. The petitions characterized the payments to Sonja Blevins "as Guardian for the Estate[s]" of Bailey and Heather as payments to or for the benefit of Bailey and Heather and as part of each minor's

1 The settlement agreement followed a written mediation agreement outlining the terms of the settlement. Among other terms, the mediation agreement included the City's commitment to pay $900,000 to Sonja, Bailey, and Heather "to be structured, all or part, by agreement of plaintiffs." Sonja and her counsel requested quotations for structured annuity policies from MetLife Insurance based on this sum. The quotations reflected three annuities, one each for Sonja, Bailey, and Heather. The annuity quotation for Sonja generally provided for monthly payments of $3,300 from 2007 through 2016 and monthly payments of 1,961.76 thereafter. The annuities for Bailey and Heather generally provided for the same lump sum payments on their sixteenth birthdays, monthly college stipends, and semiannual college tuition payments described above.

individual settlement. The petitions stated, "There is no guardianship of the estate of the minor . . . . Petitioner requests that the balance of the proceeds of the settlement or judgment be disbursed as follows . . . . [¶] $186,803.06 [or, for Heather, $207,340.59] of money will be invested in a single-premium deferred annuity, subject to withdrawal only upon the authorization of the court."

The trial court approved the settlements. The court's orders described the payment terms in the same manner as the petitions, including the two monthly payments of $1,100 to Sonja Blevins "as Guardian of the Estate[s]" of Bailey and Heather. Following approval, MetLife Insurance issued three annuities, all of which were owned by Tower. The first annuity named Sonja as the "Measuring Life" and provided for monthly payments (to a payee designed by Tower) of $3,300 from 2007 through 2016 and $1,961.76 thereafter. The second and third annuities named Bailey and Heather as their respective "Measuring Li[ves]" and provided for the sixteen birthday, college stipend, and college tuition payments described in the settlement agreement, all to payees designated by Tower.

Sonja, through counsel, petitioned the probate court for guardianship over Bailey and Heather's estates. The petition explained the reason for the guardianship as follows: "A settlement was reached in said case which included, inter alia, payments of $1,100 per month for each of the minor children payable to petitioner as guardian of the estate of the minor children. On November 8, 2006, [an] order was made in that proceeding approving the compromise of the action and the settlement agreement reached by the parties. . . . The appointment of petitioner as guardian for the estate of the minor

children is necessary to carry out the terms of the minor's compromise." The probate court approved the appointment.

Sonja, through counsel, filed an initial inventory and appraisal of Bailey and Heather's guardianship estates. Each included an appraisal of their structured settlement, consistent with the disbursement statement in the petitions to approve Bailey and Heather's settlements: $186,803.06 and $207,340.59. Sonja, again through counsel, later obtained an order allowing her to support Bailey and Heather with their monthly payments from the settlement.

A year later, through counsel, Sonja filed a first accounting of the guardianship estates. The accounting listed the monthly $1,100 payments to Bailey and Heather as part of the guardianship. The structured settlements also continued to be included as guardianship assets. The court approved Sonja's first accounting and awarded attorney's fees from the guardianship estate. Soon thereafter, Sonja's counsel filed a motion to be relieved and for additional attorney's fees, which the court granted.

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