In re: Guardianship and Conservatorship of Stanley M. Zedalis, an Incapacitated Person

533 P.3d 1007, 153 Haw. 264
CourtHawaii Intermediate Court of Appeals
DecidedAugust 16, 2023
DocketCAAP-18-0000040
StatusPublished

This text of 533 P.3d 1007 (In re: Guardianship and Conservatorship of Stanley M. Zedalis, an Incapacitated Person) is published on Counsel Stack Legal Research, covering Hawaii Intermediate 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: Guardianship and Conservatorship of Stanley M. Zedalis, an Incapacitated Person, 533 P.3d 1007, 153 Haw. 264 (hawapp 2023).

Opinion

NOT FOR PUBLICATION IN WEST'S HAWAI I REPORTS AND PACIFIC REPORTER

Electronically Filed Intermediate Court of Appeals CAAP-XX-XXXXXXX 16-AUG-2023 07:56 AM Dkt. 69 SO

NOS. CAAP-XX-XXXXXXX and CAAP-XX-XXXXXXX

IN THE INTERMEDIATE COURT OF APPEALS OF THE STATE OF HAWAI I

CAAP-XX-XXXXXXX IN THE MATTER OF THE GUARDIANSHIP AND CONSERVATORSHIP OF STANLEY M. ZEDALIS, AN INCAPACITATED PERSON

APPEAL FROM THE CIRCUIT COURT OF THE THIRD CIRCUIT (CG NO. 13-1-0003)

CAAP-XX-XXXXXXX IN THE MATTER OF STANLEY M. AND MARTHA B. ZEDALIS LIVING TRUST DATED JUNE 24, 2004

APPEAL FROM THE CIRCUIT COURT OF THE THIRD CIRCUIT (TR NO. 14-1-00020)

SUMMARY DISPOSITION ORDER (By: Ginoza, Chief Judge, Wadsworth and Nakasone, JJ.)

This consolidated appeal1 arises out of disputes among the nine children of Stanley M. Zedalis (Zedalis) and Martha B. Zedalis (Martha) (collectively, the parents) following the death

1 On October 18, 2019, we consolidated the appeal from the trust petition in CAAP-XX-XXXXXXX (Trust appeal), with the appeal from the conservatorship petition in CAAP-XX-XXXXXXX (Conservatorship appeal).

All orders and judgments at issue in this consolidated appeal were entered by the Third Circuit Court sitting in probate (Probate Court). Honorable Henry T. Nakamoto entered the judgments and orders denying the motions for reconsideration in both appeals. Honorable Glenn S. Hara entered the orders deciding the conservatorship and trustee petitions in both appeals. NOT FOR PUBLICATION IN WEST'S HAWAI I REPORTS AND PACIFIC REPORTER

of Martha in 2012, regarding the guardianship and conservatorship of Zedalis, who died in 2013, and concerning who should serve as successor trustee of the parents' trust (Zedalis Trust). The Conservatorship appeal was filed by self- represented Petitioner-Appellant Lillian J. Zedalis (Lillian), Zedalis's daughter, who served as temporary guardian and conservator of Zedalis. Lillian appeals from the (1) May 13, 2016 "Decision and Order and Decree as to Conservator's Petitions for Discharge and for Approval of Accounts Filed on May 2, 2014, and Also on August 24, 2015" (Conservatorship Petition Order); (2) June 27, 2017 Amended Final Judgment (Amended Conservatorship Judgment); and (3) December 22, 2017 "Court Order Denying Petitioner's Motion for Reconsideration and Relief From Amended Judgment Entered June 27, 2017, and to Reopen Matter, Make New Findings of Fact and Amend Its Judgment, and Motion for Leave to File an Interlocutory Appeal, Filed on July 14, 2017" (Conservatorship Reconsideration Order). On appeal, Lillian raises multiple points of error, 2 challenging the May 13, 2016 Conservatorship Petition Order on grounds that the Probate Court erred by: determining that there was a "budget overage, breach of duty, and surcharge"; finding Lillian made wrongful transfers from the trust; ordering Lillian to personally pay the guardian ad litem's fees "as punishment" for the trust transfers; and failing to issue a written order of assignment and to order an evidentiary hearing for this "contested accounting matter" under Hawai i Probate Rules (HPR) Rules 19 and 20.3 While it is not raised as a point of error, Lillian also argues the Probate Court erred in denying Lillian's motion for reconsideration, which

2 Lillian's points of error have been restated and consolidated for clarity. 3 HPR Rule 19 defines what is a "contested matter." HPR Rule 20, entitled "Disposition of Contested Matters," allows the probate court to retain a contested matter or to assign it to the circuit court civil trials calendar; the rule also provides guidelines for such assignment determinations.

2 NOT FOR PUBLICATION IN WEST'S HAWAI I REPORTS AND PACIFIC REPORTER

"point[ed] out the Court's errors" and requested "the Court to re-open the matter to fix the errors." 4 The Trust appeal was filed by Lillian and her sister, self-represented Petitioner-Appellant Maryann Jolin (Maryann). Lillian and Maryann appeal from the (1) June 23, 2016 "Amended Findings of Fact, Conclusions of Law and Order (1) Denying Petition to Confirm [Lillian] and [Maryann] as Co-Trustees of the [Zedalis Trust] Dated June 24, 2004, and (2) Confirming Respondent-Appellee William P. Zedalis as Successor Trustee Said [sic] Trust" (Amended Trust Petition Order); (2) June 14, 2017 Final Judgment (Trust Judgment); and (3) December 22, 2017 "Order Denying Motion for Reconsideration, and Relief, and to Make New Findings of Fact and Conclusions, Filed June 26, 2017 and Motion for Leave to File an Interlocutory Appeal, Filed July 13, 2017" (Trust Reconsideration Order).5 On appeal, Lillian and Maryann 6 raise multiple points of error, on various legal and evidentiary grounds, challenging the Probate Court's June 23, 2016 Trust Petition Order. They contend that the Probate Court erred by removing Lillian and Maryann as trustees and replacing them with Zedalis's son, William P. Zedalis (William), as successor

4 While Lillian appeals from the Conservatorship Reconsideration Order, Lillian does not specifically challenge this order in her points of error, yet presents argument regarding the Probate Court's denial of her motions for reconsideration. See Hawai i Rules of Appellate Procedure (HRAP) Rules 28(b)(4) (requiring statement of each alleged error committed by the lower court in the points of error section); 28(b)(7) (requiring argument on each point presented). Despite noncompliance with HRAP Rule 28, in view of the policy of deciding cases on their merits, we nevertheless address Lillian's argument to the extent we can discern it. See Marvin v. Pflueger, 127 Hawai i 490, 496, 280 P.3d 88, 94 (2012) (addressing cases on their merits despite noncompliance with HRAP Rule 28, "where the remaining sections of the brief provide the necessary information to identify the party's argument"); Erum v. Llego, 147 Hawai i 368, 380-81, 465 P.3d 815, 827-28 (2020) (liberally interpreting pleadings by self-represented parties to promote access to justice despite noncompliance with court rules). 5 No argument regarding the December 22, 2107 Trust Reconsideration Order is presented in the Opening Brief, and we do not address this order. See HRAP Rule 28(b)(7) ("Points not argued may be deemed waived."). 6 Lillian and Maryann's points of error have been restated and consolidated for clarity.

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trustee; and by failing to order a contested evidentiary hearing or issue an order of assignment under HPR Rules 19 and 20, because there were genuine issues of material fact. Upon careful review of the record and the briefs 7 submitted by Lillian and Maryann, we dismiss in part and affirm in part. Conservatorship proceedings On April 15, 2013, Lillian filed a petition for appointment of a guardian and conservator of Zedalis (conservatorship petition) based on the allegation that he was incapacitated, and proposing Lillian and Maryann as co- conservators. Marcia B. Zedalis Maire (Marcia), another one of Zedalis's daughters, filed an objection. On June 18, 2013, the Probate Court entered an order appointing Lillian as the temporary guardian and conservator of Zedalis, and appointed attorney G. Kay Iopa as the Guardian Ad Litem (GAL) for Zedalis. On September 6, 2013, the Probate Court entered an order appointing Lillian as the permanent guardian and conservator of Zedalis, and appointing the GAL long term for Zedalis. On April 1, 2014, the Probate Court entered an order discharging the GAL and awarding the GAL her fees.

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Related

Marvin v. Pflueger.
280 P.3d 88 (Hawaii Supreme Court, 2012)
Sousaris v. Miller
993 P.2d 539 (Hawaii Supreme Court, 2000)
Cho v. State
168 P.3d 17 (Hawaii Supreme Court, 2007)
Erum v. Llego.
465 P.3d 815 (Hawaii Supreme Court, 2020)

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Bluebook (online)
533 P.3d 1007, 153 Haw. 264, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-and-conservatorship-of-stanley-m-zedalis-an-hawapp-2023.