Estate of Posey v. Bergin

299 S.W.3d 6, 2009 Mo. App. LEXIS 1866, 2009 WL 3614815
CourtMissouri Court of Appeals
DecidedNovember 3, 2009
DocketED 91483
StatusPublished
Cited by2 cases

This text of 299 S.W.3d 6 (Estate of Posey v. Bergin) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Posey v. Bergin, 299 S.W.3d 6, 2009 Mo. App. LEXIS 1866, 2009 WL 3614815 (Mo. Ct. App. 2009).

Opinion

KURT S. ODENWALD, Presiding Judge.

Introduction

This matter relates to the potential conflict between the personal rights of individuals placed under the supervision of a guardian and the broad powers granted to the guardian to care for persons placed under their supervision. In particular, we consider whether the trial court erroneously interpreted or applied the law when it denied Appellant’s Motion to Compel Visitation and Communication Privileges, and whether there was sufficient evidence to support the trial court’s finding of incapacity and denial of Appellant’s Petition to Terminate the Guardianship and Conser-vatorship and Motion to Remove Guardian. We affirm the trial court’s rulings.

Background

On April 22, 2003, the appellant, Wilbur Jack Posey (Father), was found by the Probate Division of the Circuit Court of Montgomery County to be incapacitated and disabled. Since April 2003, Father has been under the supervision of a guardian and conservator. Father’s daughter, Julia Posey Bergin (Daughter), has served as Father’s conservator since April 2003 and his successor guardian since September 2, 2003. The guardianship and conser-vatorship wei*e ordered in 2003 as a result of the effects of Father’s alcohol dependence and abuse on his physical and mental condition. On August 27, 2004, Father filed a petition to restore capacity and ability, and to terminate the guardianship and conservatorship. A trial was conducted on August 31, 2005, following which Father’s motion to terminate guardianship and conservatorship was denied. Father appealed the denial of his motion to this Court, which filed its mandate on October 20, 2006, affirming the trial court’s judgment. In re Posey, 202 S.W.3d 46 (Mo.App. E.D.2006).

On June 28, 2007, Father filed a Motion to Compel Visitation and Communication Privileges and/or for Removal of Guardian (Motion). Father subsequently filed a Petition to Restore Ward/Protectee and to Terminate Guardianship/ Conservatorship (Petition) on December 26, 2007. Father’s Motion challenges the restrictions placed on Father’s visits, phone calls, and mail privileges by Daughter in her capacity as guardian. In his Petition, Father claims he is no longer incapacitated under Missouri law and, therefore, his guardianship and conservatorship are no longer necessary and should be terminated. More specifically, Father claims that as a result of *9 his sobriety over the past several years, he has recovered from the cognitive and mental impairment first caused by his alcohol abuse, and the condition upon which his guardianship was first imposed no longer exists. A trial was conducted on May 14, 2008, at which time evidence was adduced by Father as well as Daughter.

1. Evidence Presented to the Trial Court

Both Father and Daughter presented evidence at trial on the various issues raised under Father’s separate Motion and Petition. Evidence was presented through numerous witnesses, deposition testimony, and exhibits. Evidence relevant to Father’s Motion focused primarily on the need for the various restrictions imposed on Father by Daughter during his residence at Parc Provence Care Center (Parc Provence), a residential facility providing care for persons suffering from various degrees of dementia and Alzheimer’s, and whether the restrictions deprived Father of being placed in the least restrictive environment. The evidence relating to Father’s Petition focused on Father’s alcohol dependency and abuse and the resulting medical conditions upon which the initial finding of Father’s incapacity was premised, his medical condition and cognitive state since the initial finding of incapacity, his interaction with the staff at Parc Provence, and his ability to evaluate the information necessary for him to provide for his own care. Of particular emphasis was evidence concerning Father’s ability to evaluate information that would allow Father to manage his alcohol dependency and resulting medical conditions, as well as his own medical care. During the trial, the following evidence was presented.

A. Daughter’s Testimony

Daughter testified that Father lives at Parc Provence. Prior to living at Parc Provence, Father resided at the New Florence Nursing Care Center. While Father has lived at Parc Provence, Daughter has placed various restrictions on his mailing privileges. Daughter required that any mail sent to Father from his sister Florence McGuire (Sister) or past “drinking buddy” Jim McDaniel (McDaniel) first go through her. Daughter sometimes reviewed mail sent by Father, too, depending on Father’s condition at the time. Daughter usually reviewed Father’s mail when he was going through a violent phase, because she wanted “to know what was going on.”

Daughter also restricted Father’s telephone privileges while at Parc Provence. Daughter compiled a list of persons from whom Father could receive phone calls and to whom Father was permitted to make phone calls. Persons who placed phone calls to Father, but were not on the list, were required to contact Daughter first before Father was allowed to call them back.

Daughter also placed restrictions on the visitors Father could receive while residing at Parc Provence. The restrictions on visits, mail and phone calls were directed at two individuals, Sister and McDaniel. Daughter testified that she imposed the restrictions regarding Sister and McDaniel because Daughter perceived a cause and effect pattern whenever Father had unmonitored contact with them. According to Daughter’s testimony, after Father had contact with Sister or McDaniel, “Dad began to have dissatisfaction with his living at New Florence Nursing Care Center, and began to petition me to go home, and began to leave more and more angry messages on my home phone. That he wanted to go home. That he would go home.” Daughter testified that Father would be angry with her after a visit with McDaniel. Daughter testified about a specific incident in 2002. Daughter also testified to an *10 incident in 2008, prior to the time she imposed visitation or communication restrictions, when McDaniel used bad judgment and pressured Father to go to a football game in heavy rain at a time there were medical concerns about Father’s heart. Daughter described another time when McDaniel visited Father and brought beer.

With regard to Sister, Daughter testified that Sister wrote letters to Father every week, which often commented negatively upon Father’s living situation in a nursing home. Daughter testified that Father often became “increasingly negative about the nursing home” after receiving letters from Sister.

Daughter explained that when the visitation and communication restrictions are in place, “Dad does well. He’s mellow, he’s acclimated to his surroundings. Whenever [Father and McDaniel have] gone around them and found a courier for themselves, Dad has altercations.”

Daughter testified that after the trial court denied Father’s first petition to terminate the guardianship in 2005, she decided to maintain the restrictions about which Father had complained.

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299 S.W.3d 6, 2009 Mo. App. LEXIS 1866, 2009 WL 3614815, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-posey-v-bergin-moctapp-2009.