In Re Forbeck

310 S.W.3d 740, 2010 Mo. App. LEXIS 686, 2010 WL 1976755
CourtMissouri Court of Appeals
DecidedMay 18, 2010
DocketED 93195
StatusPublished
Cited by2 cases

This text of 310 S.W.3d 740 (In Re Forbeck) 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
In Re Forbeck, 310 S.W.3d 740, 2010 Mo. App. LEXIS 686, 2010 WL 1976755 (Mo. Ct. App. 2010).

Opinion

GARY M. GAERTNER, JR., J.

Introduction

Joann Mulkey (Mulkey), David S. Purcell (Purcell), Purcell & Amen, L.L.C. (Purcell & Amen), and Alphonse Forbeck appeal from the judgment entered by the probate division of the circuit court (probate court) approving the dismissal by James L. Forbeck and Joseph A. Schneider (Petitioners) of their “Petition for Appointment of Guardian and Conservator for Forbeck” (Petition). We dismiss the appeal.

Procedural and Factual Background

Petitioners filed their Petition on or about February 26, 2009, alleging that they were nephews of Alphonse Forbeck (Forbeck), a ninety-year-old man who had never married, had no children, but had three surviving siblings. The Petition alleged that Forbeck, a resident at Elsberry Healthcare Center, owned real property worth more than $1,000,000.00, and personal property with a value also exceeding $1,000,000.00. Petitioners alleged that they sought appointment of a guardian for Forbeck because he was nearly blind; suffered from cancer; and was unable to manage his legal or financial affairs due to his advanced age. Petitioners further alleged that the Department of Health and Senior Services (DHSS) was investigating a complaint involving suspected abuse and financial wrong-doings by Mulkey, who had been Forbeck’s health care assistant. Petitioners requested that they be issued Letters of Co-Guardianship and Co-Con-servatorship.

In support of their Petition, Petitioners attached, and incorporated by reference, their own affidavit and the affidavit of Linda M. Haake (Haake), Administrator of Elsberry Health Care Center. In their affidavit, Petitioners reiterated their allegation concerning the DHSS investigation of Mulkey, and additionally stated that Mul-key unduly influenced Forbeck, and alienated him from his family to such an extent that his health and financial well-being were at risk.

In her affidavit, Haake stated that For-beck had been a resident of Elsberry Health Care Center since December 3, 2008, and had confided to Haake on several occasions during his residency at the nursing facility. Haake attested that, during the week of February 26, 2009, For-beck told Haake he was going to see his attorney. When Haake asked him why he was going to see an attorney, Forbeck said that he did not know, but that Mulkey told him he had to go. Haake further attested that Mulkey, against doctors’ orders, advised Forbeck not to take his medication. *742 Haake attested that, although Forbeck was excited about going to a family party, he confided to Haake that Mulkey would not allow him to attend it, and that Mulkey told Forbeck that if he went to the party, Mulkey would never see him again and would never do anything for him again. Haake stated that she and her staff once saw Mulkey take Forbeck outside of the health care facility, grab him by both sides of his jacket, and pull him close to her in an aggressive manner. Haake opined that Mulkey exerted undue influence on For-beck and that Forbeck feared Mulkey.

Thereafter, the probate court entered an order appointing attorney Chris Mennem-eyer (Mennemeyer) to represent Forbeck and setting the matter for hearing at 4:30 p.m. on February 26, 2009. Forbeck was served with notice of the hearing that day at 12:50 p.m. Petitioners and Mennemeyer appeared at the hearing for emergency appointment of Conservator ad Litem and Guardian ad Litem. During this hearing, Petitioners and Mennemeyer stipulated to the admission of Petitioners’ and Haake’s affidavits.

As Forbeck’s guardian ad litem (GAL), Mennemeyer testified that she had visited Forbeck at the nursing home and that she had also met with Haake. During Men-nemeyer’s visit, Forbeck told her that he realized that he could not live independently at home, and said that he was happy living at the nursing home. Mennemeyer testified that Forbeck related the names of his family members and indicated to her that he was on good terms with all of them, including Petitioners. Forbeck told Mennemeyer that it did not matter to him who took care of his affairs and finances, and that Mulkey had told him she would do it. However, Mennemeyer stated that when she would bring Mulkey’s name into a discussion, Forbeck “seemed to really shift mannerism and seemed nervous [.]” Mennemeyer testified that Forbeck had difficulty seeing and that Mennemeyer believed he had signed multiple documents without knowing what he was signing. Mennemeyer further testified that Mulkey, a healthcare worker unrelated to Forbeck, transferred large assets belonging to For-beck into Mulkey’s name. Mennemeyer opined that she believed it would be prudent for Forbeck’s family to step in and care for him and to obtain an accounting of his assets. She further opined:

[Tjhere would be no harm if the Court entered the order temporarily because he’s in a good place. There’s not a financial issue where he’s going to be kicked out. He doesn’t have anything that needs to be managed between now and when you can have a hearing that would be detrimental if the Court issues the order.
If the Court doesn’t issue this order, I think he’s at grave risk for the person that the allegations are against will continue to take immediate action and further deplete his assets and things of that nature. Kind of perpetuate the cycle, if you will, that’s going on. So I would recommend that the Court entertain what has been asked for by the petitioners to protect the respondent.

Although Mennemeyer indicated that she did not see a medical emergency for the order, Petitioners argued that, as stated in Haake’s affidavit, Mulkey unduly influenced Forbeck, and had told him not to take his prescribed medication. Petitioners further argued Mulkey had told For-beck that she would remove him from the nursing facility due to the DHSS investigation. Mennemeyer confirmed that Haake had confided to her that during Haake’s twelve-year tenure at the nursing facility, she had never been as concerned about an individual being unduly influenced as she was about Forbeck. Mennemeyer testified *743 that Haake was not the first person to whom Forbeck had confided at the nursing home; he had previously confided to two nurses, reporting similar instances that suggested Mulkey was exerting undue influence on Forbeck.

At the close of the hearing, the probate court entered a temporary order, appointing Mennemeyer as Forbeck’s temporary emergency guardian, appointing Petitioners temporary emergency co-guardians and temporary emergency co-conservators, issuing Temporary Letters of Emergency Guardianship and Conservatorship to Petitioners, and setting the matter for hearing on March 25, 2009. The probate court concluded:

This Court, based upon the petition for appointment, based upon the affidavit by both petitioners Forbeck and Schneider, as well as Linda M. Haake, and not in small part upon the testimony of Ms. Mennemeyer, finds that it is necessary to appoint a co — a temporary emergency co-guardian and co-conservator at this time for Forbeck’s benefit.
The Court has clear concerns as to whether or not this gentlemen is incapacitated, which by law is required for a finding here. And I’m telling you that right now. There are other avenues available for what is being sought here, tort actions and other actions.

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Related

In re Gurgel
543 S.W.3d 135 (Missouri Court of Appeals, 2018)
In Re Knichel
347 S.W.3d 127 (Missouri Court of Appeals, 2011)

Cite This Page — Counsel Stack

Bluebook (online)
310 S.W.3d 740, 2010 Mo. App. LEXIS 686, 2010 WL 1976755, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-forbeck-moctapp-2010.