Gessler v. Miller

419 N.W.2d 541, 1988 N.D. App. LEXIS 1
CourtNorth Dakota Court of Appeals
DecidedFebruary 11, 1988
DocketCiv. No. 870198CA
StatusPublished
Cited by3 cases

This text of 419 N.W.2d 541 (Gessler v. Miller) is published on Counsel Stack Legal Research, covering North Dakota Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gessler v. Miller, 419 N.W.2d 541, 1988 N.D. App. LEXIS 1 (N.D. Ct. App. 1988).

Opinion

ILVEDSON, Chief Judge.

Gertrude Gessler appealed from a county court order appointing the Burleigh County Public Administrator, Meredith Baarstad, as conservator of her estate. We affirm.

Gessler is 87 years old. She has no known living relatives. She had cataract surgery in 1985 and cancer surgery in February 1987. Her eyesight is impaired and she has arthritis in her hands. She needs assistance with many activities, such as shopping, cleaning, grooming, and transportation, which is provided by friends, the people with whom she lives, members of her church, and social service agencies. She needs assistance making bank deposits, securing cash, and writing checks. That assistance is provided by Pastor Ronald Craig of the Antioch Baptist Church. Pastor Craig also assists Gessler in computing her share of the rent and other living expenses.

By petition dated May 6, 1987, Carole Miller, a friend of Gessler’s for a number of years, sought the appointment of Baar-stad as conservator of Gessler’s estate. Pursuant to § 30.1-29-07(U.P.C. § 5-407), N.D.C.C., the court appointed an attorney to represent Gessler; appointed a visitor, Marian Sorenson; and appointed a physician, Robert E. Vigesaa, to examine Ges-sler and to submit a report concerning her ability to manage her property and affairs. After a three-day hearing, the court appointed Baarstad as conservator of Ges-sler’s estate. In its order, the court found:

“5. Gertrude Gessler is incapacitated as a result of her advanced age and physical and medical problems. Gertrude Gessler experiences what the Court-appointed physician, Dr. Vigesaa, describes in layman’s terms as ‘hardening of the arteries’ which is a physical deterioration resulting in impairment of mental faculties, particularly memory. [542]*542These conditions result in an inability to manage her property.
“6. Gertrude Gessler is vulnerable in that she is easily persuaded and unable to assert herself with regard to issues involving her property.
“7. Gertrude’s physical problems have created a situation in which she must necessarily rely on others and the Court finds that she has done so in ways not entirely consistent with her earlier handling of her affairs.
“8. The Court is concerned about the fact that Gertrude Gessler’s plan to confer with counsel regarding her estate plan was apparently interfered with by Pastor Craig.
“9. Gertrude Gessler has substantial property and the appointment of a conservator is necessary to the preservation of this property and its proper application.”

Gessler appealed, contending that the trial court erred in appointing a conservator and erred in specifically appointing Baar-stad as such conservator.

Section 30.1-29-01(5-401), N.D.C.C., provides in part:

“2. Appointment of a conservator or other protective order may be made in relation to the estate and affairs of a person if the court determines that:
“a. The person is unable to manage his property and affairs effectively for reasons such as mental illness, mental deficiency, physical illness or disability, advanced age, chronic use of drugs, chronic intoxication, confinement, detention by a foreign power, or disappearance.
“b. The person has property which will be wasted or dissipated unless proper management is provided, or that funds are needed for the support, care, and welfare of the person or those entitled to be supported by him and that protection is necessary or desirable to obtain or provide funds.”

The Legislature did not provide detailed standards or a standard of proof to be applied in the initial determination of whether a conservator should be appointed. Compare § 25-08.1-19, N.D.C.C., (a petition for involuntary treatment must be sustained by clear and convincing evidence). The Editorial Board Comment to Uniform Probate Code § 5-407 (§ 30.1-29-07, N.D. C.C.) states:

“The section establishes a framework within which professionals, including the judge, attorney, and physician, if any, may be expected to exercise good judgment in regard to the minor or disabled person who is the subject of the proceeding. The National Conference accepts that it is desirable to rely on professionals rather than attempt to draft detailed standards or conditions for appointment.”

While asserting that some courts require proof beyond a reasonable doubt and asserting that in no jurisdiction is a preponderance of the evidence sufficient, Gessler contends that “[t]he standard to be applied in these cases is that the evidence of an incompetency should be by ‘clear and convincing evidence’.” 1

In its memorandum opinion, the trial court stated that “[i]t was clear during the respondent’s testimony that she has had difficulty remembering recent events and is at times confused as to issues involving the management or disposition of her property.” The court also stated that “the evidence clearly indicates that the respondent is subject to the influences which might be brought to bear on her by others.” We believe those statements indicate that the trial court viewed the evidence as clearly and convincingly establishing the need to appoint a conservator and thus applied the clear and convincing standard of proof. Because we conclude that the trial court applied the clear and convincing standard of proof, we need not decide whether a preponderance of the evidence or clear and convincing evidence is necessary [543]*543to support an initial determination to appoint a conservator.

Our supreme court has applied Rule 52(a), N.D.R.Civ.P., in reviewing conservatorship matters. See Matter of Bo, 365 N.W.2d 847, 850 (N.D.1985) (“A trial court’s findings concerning competency are questions of fact which will not be overturned on appeal unless they are clearly erroneous.”). See also In Interest of Kupperion, 331 N.W.2d 22 (N.D.1983) (a determination under Ch. 25-03.1, N.D.C.C., that a person is in need of treatment, which must be shown by clear and convincing evidence, is a question of fact subject to the clearly erroneous rule on appeal). Thus, regardless of the standard of proof applicable to the initial determination of whether or not to appoint a conservator, a trial court’s determinations under § 30.1-29-01(5-401), N.D.C.C., will not be reversed on appeal unless they are clearly erroneous.

“From evidence it viewed as clear and convincing” [In Interest of Gust, 392 N.W.2d 824, 825 (N.D.1986)], the trial court found a basis for appointing a conservator. Our review of the record has not left us with a definite and firm conviction that the trial court made a mistake in finding that Gessler is incapacitated as a result of her advanced age and physical and medical problems, resulting in an inability to manage her property and that she has substantial property necessitating the appointment of a conservator for the preservation of the property and its proper application. The trial court’s findings are, therefore, not clearly erroneous, and the trial court did not err in appointing a conservator.

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Bluebook (online)
419 N.W.2d 541, 1988 N.D. App. LEXIS 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gessler-v-miller-ndctapp-1988.