In Re Conservatorship of Kocemba

429 N.W.2d 302, 1988 Minn. App. LEXIS 893, 1988 WL 97936
CourtCourt of Appeals of Minnesota
DecidedSeptember 27, 1988
DocketC2-88-308
StatusPublished
Cited by5 cases

This text of 429 N.W.2d 302 (In Re Conservatorship of Kocemba) is published on Counsel Stack Legal Research, covering Court of Appeals of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Conservatorship of Kocemba, 429 N.W.2d 302, 1988 Minn. App. LEXIS 893, 1988 WL 97936 (Mich. Ct. App. 1988).

Opinion

OPINION

NORTON, Judge.

Helen Kocemba, conservatee, appeals from an order appointing a successor general conservator. Appellant contends that findings in reference to incapacity of the conservatee are unnecessary and superfluous in the case of a voluntary petition for appointment of a conservator, and that more evidence should have been allowed prior to the trial court’s order. Luana Webster, former conservator, appeals from the order removing her as conservator of the estate. We affirm.

FACTS

After Helen Kocemba’s husband died in June 1985, she became confused and depressed. Her family, consisting of nieces and nephews and one sister, believed that she was unable to care for herself. Respondent Luana Webster was appointed the conservator of the person and estate of Helen Kocemba on December 18, 1985, based on her petition for appointment of general conservator made in November 1985. Prior to being appointed conservator, Luana Webster had enjoyed a close relationship with her aunt.

From December 1985 until the petition for removal was filed on June 8, 1986, much bickering occurred between Kocemba and Webster. The primary point of contention was that Kocemba wanted to return to her home and Webster believed that her aunt would be better off in a nursing home, where she had been living since fall 1985.

Along with the petition for removal of Luana Webster as conservator, Kocemba also filed a voluntary petition for the appointment of a successor conservator. A hearing on the petitions was held August 5-7, 1986. The court heard medical testimony from Drs. Mulvahill and Rosenbaum, witnesses for respondent. Both doctors testified that Kocemba exhibited signs of dementia and depression and that her recent memory was severely impaired. Both doctors concluded that Kocemba continued to need a conservator and could not live independently by herself. Kocemba offered no medical testimony regarding her present capacity.

There was much testimony by Kocemba’s nieces and nephews who believed that her mental state had greatly improved since December 1985. Kocemba’s relatives believed that she had good judgment and that *304 she understood what people were saying to her. The relatives also testified that Webster should be removed as conservator, because she ignored Kocemba’s request to remove her from the nursing home, and because of the constant bickering between Kocemba and Webster.

No other hearing was held on this matter prior to the entry of the trial court’s orders in December 1987. However, the trial court and the attorneys continued to correspond on this case and had several conferences. The trial court received several additional reports from the court appointed social service organization which was developing a plan so that Kocemba could be returned to her home. All reports filed with the court, pursuant to the trial court’s request and Minn.Stat. § 525.61 (1986), stated that Kocemba was unable to care for herself at home, and and that she could not remember such things as shutting off the stove, taking medicine, and things which she had done a short time earlier. These reports stated that Kocemba would be able to live in her home if someone else lived with her and reminded her to do these everyday things.

On December 31, 1987, the trial court issued an order removing Luana Webster as conservator of Helen Kocemba, and ordered that a successor general conservator of the estate and person be appointed. In removing Luana Webster as conservator of the person and the estate, the trial court found that Webster’s views of Kocemba’s best interests were not compatible with the goal of placing Kocemba in her home, that there was a conflict of interest due to pending litigation between Webster and other relatives, and that a neutral and disinterested conservator was needed to protect the assets of the estate.

In appointing a successor general conservator of the person and estate, the trial court found that Kocemba was still lacking in sufficient understanding or capacity to make or communicate responsible decisions concerning financial affairs and daily needs. In its conclusions of law, the trial court stated that Helen Kocemba continues to be an incapacitated person and that a successor of the person and estate should be appointed.

Kocemba appeals from the finding and conclusion that she continues to be an incapacitated person, claiming that such finding is unnecessary in a voluntary petition for successor conservator and unsupported by the evidence. Luana Webster has filed a notice of review alleging that she was improperly removed as conservator of the estate.

ISSUES

I. Did the trial court err in finding that Helen Kocemba is an incapacitated person?

II. Did the trial court abuse its discretion in removing Luana Webster as conservator of the estate?

ANALYSIS

I.

Appellant Helen Kocemba objects to any reference or any finding regarding her capacity or lack of capacity, and states that such a finding is not necessary in a voluntary petition for successor conservator. Appellant claims that the finding of incapacity is needed only if the conservatorship is based on an involuntary petition for conservator.

Kocemba’s argument is flawed in several respects. A conservatee is defined as “an incapacitated person for whom the court has appointed a conservator.” Minn.Stat. § 525.539, subd. 5 (1986). Upon a petition, a court may appoint a conservator of the person or the estate, or of both, of any incapacitated person if the court is satisfied of the need therefor. Minn.Stat. § 525.54, subd. 1 (1986). The definition of an incapacitated person in the case of a conserva-torship of the person is:

any adult person who is impaired to the extent of lacking sufficient understanding or capacity to make or communicate responsible personal decisions, and who has demonstrated deficits in behavior which evidence an inability to meet personal needs for medical care, nutrition, clothing, shelter, or safety.

*305 Minn.Stat. § 525.54, subd. 2 (1986). An incapacitated person in the case of a con-servatorship of the estate is:

any adult person who is impaired to the extent that the person lacks sufficient understanding or capacity to make or communicate responsible decisions concerning the person’s estate or financial affairs, and who has demonstrated deficits in behavior which evidence an inability to manage the estate. * * *

Minn.Stat. § 525.54, subd. 3 (1986).

Based on the involuntary petition for appointment of conservator filed by Luana Webster, the trial court found in December 1985, by clear and convincing evidence that appellant Kocemba was an incapacitated person. See Minn.Stat. § 525.551, subd. 3 (1986). Such findings are needed pursuant to Minn.Stat. § 525.551, subd. 5 (1986). Minn.Stat. § 525.551, subd. 5 provides in part:

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Related

In re Guardianship of Pates
823 N.W.2d 881 (Court of Appeals of Minnesota, 2012)
In Re the Conservatorship of Geldert
621 N.W.2d 285 (Court of Appeals of Minnesota, 2001)
In Re Conservatorship of Nelsen
587 N.W.2d 649 (Court of Appeals of Minnesota, 1999)
In Re Conservatorship of Lundgaard
453 N.W.2d 58 (Court of Appeals of Minnesota, 1990)

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Bluebook (online)
429 N.W.2d 302, 1988 Minn. App. LEXIS 893, 1988 WL 97936, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-conservatorship-of-kocemba-minnctapp-1988.