Hartford Casualty Insurance Co. v. Morton

141 S.W.3d 220, 2004 Tex. App. LEXIS 2657, 2004 WL 583857
CourtCourt of Appeals of Texas
DecidedMarch 24, 2004
Docket12-03-00015-CV
StatusPublished
Cited by7 cases

This text of 141 S.W.3d 220 (Hartford Casualty Insurance Co. v. Morton) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hartford Casualty Insurance Co. v. Morton, 141 S.W.3d 220, 2004 Tex. App. LEXIS 2657, 2004 WL 583857 (Tex. Ct. App. 2004).

Opinion

OPINION

JAMES T. WORTHEN, Chief Justice.

Hartford Casualty Insurance Company (“Hartford”), in its capacity as a surety, appeals a summary judgment granted in favor of George Robert Morton (“Morton”), in his capacity as independent executor of the estate of James McNeal Clark, in the amount of $73,492.06. In two issues, Hartford contends the probate court erred in granting Morton’s motion for summary judgment and denying its own. We affirm.

Background

In 1992, James McNeal Clark (“Clark”) made a will naming Morton as the sole devisee and also naming Morton as the independent executor of his estate. 1 In August of 1997, Clark’s son, Larry Land (“Larry”), filed an application in the Tar-rant County probate courts to be appointed as Clark’s temporary guardian. 2 Larry’s application was denied because he is a convicted felon. In May of 1998, attorney *222 Roger S. Jones (“Jones”) filed an application in Tarrant County Probate Court Number Two (“Probate Court #2”) requesting that Sharon Land (“Sharon”) be appointed Clark’s temporary guardian. 3 Sharon was married to Larry and was therefore Clark’s daughter in law. On May 21, 1998, the Probate Court # 2 entered an order appointing Sharon as Clark’s temporary guardian and stating thirty specific powers that Sharon possessed as temporary guardian (the “May 21 order”). Power number 26 was the power “[t]o pay all bills, including insurance premiums, and make any and all reasonable and necessary expenditures from the estate.” At the same time, the court appointed Peter H. Keim (“Keim”) as Clark’s attorney ad litem. 4 One week later, on May 28, the court entered an order extending the temporary guardianship (the “May 28 order”). The powers listed in the May 28 order were identical to those in the May 21 order. Keim questioned Jones specifically about the language of enumerated power number 26 because it did not seem to be limited. Jones told him that this was standard language, that he would explain it to Larry and Sharon, and that any expenditures from Clark’s estate would require a further court order. On July 16, Jones told Keim that Clark had terminal cancer and did not have long to live. Keim did not want to incur any unnecessary attorney’s fees and, therefore, he was not active in the case for several months after his conversation with Jones.

On November 11, Clark’s eighty-fifth birthday, the Gardens Care Nursing Home contacted Keim about Clark. Keim then telephoned Sharon about Clark’s situation. During their conversation, Sharon told Keim about improvements made to Clark’s house located at 4020 Ryan Avenue in Fort Worth. Keim wanted to see the improvements because he had not seen any orders from the court permitting an expenditure of funds and from what Sharon told him, he believed significant construction had been performed on Clark’s house. On November 12, Keim visited Clark’s house. Larry and Sharon, who were living in the house, gave Keim a tour and even showed him a photo album documenting all stages of the remodeling. During the tour, they also showed Keim a new computer and a parrot. Keim was shocked by what he had been shown and immediately phoned Jones in the presence of Larry and Sharon. Sharon began crying and Larry became angry, making negative comments about Jones. The next day, Keim sent Jones the following letter:

November 13,1998
Mr. Roger S. Jones, P.C.
Attorney At Law
2263 8th Ave.
Fort Worth, Texas 76110-1896
Re: James McNeal Clark Guardianship
Dear Mr. Jones:
In July of this year, you informed me that you had been told that Mr. Clark had cancer, and that you thought it might be terminal. As a result, you suggested that there may not need to be a permanent guardianship hearing, and that we await the developments on Mr. Clark’s health.
After waiting for several months, I decided yesterday to visit Mr. Clark and the temporary Guardian to get an up *223 date on the status of Mr. Clark and his estate. Unfortunately I was not able to visit with Mr. Clark or review his medical records due to an overly cautious administration at the nursing home. This is a matter that I would ask for your assistance. If you could talk with the nursing home and straighten this out I would appreciate it.
I did, however, find out from Sharon and Larry Land that Mr. Clark is not, in fact, suffering from cancer, nor is he terminal. Unfortunately, when I visited with Sharon and Larry, I found out that they had expended a substantial amount of Mr. Clark’s money on the refurbishing of Mr. Clark’s house. While some of the repairs were no doubt necessarily performed in the reasonable maintenance of Mr. Clark’s home, much of the work that was done would not, in my view, qualify as reasonable or necessary.
As I understand it, the Lands spent around $30,000.00 from Mr. Clark’s account on these repairs without the prior approval of the Court, and certainly without my knowledge. This, of course, may create some serious difficulties for your clients. Their response to me was that they were advised by you that the Court had preapproved this work. They also said that the reason for this expenditure was so that they would “spend down” Mr. Clark’s estate in order to qualify him for medicaid, and to set up a “Miller” trust. They informed me that them actions were directed by you, and that they only acted under your advise[sic]. Whether this is the case or not, I am not going to speculate. I will leave that for the court.
Since the Nursing home will not let me talk with Mr. Clark, I am unable to ask him for his opinion on this matter. However as his attorney, and until further developments in this case, I wait to register my objection to the actions of your clients, and request that you advise them that they are not to spend anymore of Mr. Clark’s money unless and until I have had the opportunity to voice my objections, if any, and the Court has approved same.
As I understand it from speaking with the Lands, Mr. Clark’s bank account has been reduced from over $90,000.00, per the last submitted inventory, to approximately $2,000.00. To my belated knowledge, a substantial part of this amount has not been approved by the Court. While the value of Mr. Clark’s home has, no doubt, been increased, I am not qualified to evaluate the present value of the home. As a result, I do not know the true state of Mr. Clark’s present estate.
Therefore, I am requesting that you provide me with an itemized list of all funds, from Mr. Clark’s estate, that were expended by your clients since the granting of the temporary guardianship in Sharon Land, including copies of the receipts in connection thereto, and any bid proposals that were submitted for any work. I would also like an updated inventory showing the current state of Mr. Clark’s estate, and a copy of all bank statements for Mr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
141 S.W.3d 220, 2004 Tex. App. LEXIS 2657, 2004 WL 583857, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartford-casualty-insurance-co-v-morton-texapp-2004.