In re Guardianship & Conservatorship of Hunt

CourtNebraska Court of Appeals
DecidedOctober 24, 2017
DocketA-16-1044
StatusPublished

This text of In re Guardianship & Conservatorship of Hunt (In re Guardianship & Conservatorship of Hunt) is published on Counsel Stack Legal Research, covering Nebraska 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 & Conservatorship of Hunt, (Neb. Ct. App. 2017).

Opinion

IN THE NEBRASKA COURT OF APPEALS

MEMORANDUM OPINION AND JUDGMENT ON APPEAL (Memorandum Web Opinion)

IN RE GUARDIANSHIP & CONSERVATORSHIP OF HUNT

NOTICE: THIS OPINION IS NOT DESIGNATED FOR PERMANENT PUBLICATION AND MAY NOT BE CITED EXCEPT AS PROVIDED BY NEB. CT. R. APP. P. § 2-102(E).

IN RE GUARDIANSHIP AND CONSERVATORSHIP OF DOROTHY J. HUNT, AN INCAPACITATED AND PROTECTED PERSON.

KAREN J. ANTHONY, INTERESTED PARTY, APPELLANT, V.

BERNICE L. PFINGSTEN AND RANDALL S. HUNT, COGUARDIANS, AND PINNACLE BANK, CONSERVATOR, APPELLEES.

Filed October 24, 2017. No. A-16-1044.

Appeal from the County Court for Gage County: STEVEN B. TIMM, Judge. Affirmed. Terry K. Barber, of Barber & Barber, P.C., L.L.O., for appellant. Jeffrey A. Gaertig, of Smith, Schafer, Davis & Gaertig, L.L.C., for appellees Bernice L. Pfingsten and Randall S. Hunt. Andrew K. Carothers, of Willet & Carothers, for appellee Pinnacle Bank.

INBODY, PIRTLE, and RIEDMANN, Judges. RIEDMANN, Judge. INTRODUCTION Dorothy J. Hunt’s sister, Bernice L. Pfingsten, filed a petition asking the court to appoint a guardian and conservator for Dorothy. Dorothy’s daughter, Karen J. Anthony, objected to the petition. The Gage County Court found that Dorothy was in need of a guardian and conservator and appointed Pfingsten and Dorothy’s son, Randall S. Hunt, as coguardians and Pinnacle Bank as conservator. Anthony appeals. Finding no merit to the arguments raised on appeal, we affirm.

-1- BACKGROUND On January 23, 2015, Pfingsten filed a petition for appointment of temporary and permanent guardian and conservator for Dorothy. Pfingsten sought the appointment of Randall and herself as temporary and permanent coguardians. She also requested that Pinnacle Bank be appointed as temporary and permanent conservator for Dorothy’s property and property affairs. Anthony filed a notice of objection to the petition, asserting that Dorothy had signed a power of attorney in December 2014 which appointed Anthony as attorney-in-fact for Dorothy, and through it, Anthony was able to properly care for Dorothy. Anthony therefore requested that the court dismiss the petition. The court appointed Pfingsten and Randall as temporary coguardians and Pinnacle Bank as temporary conservator. A trial was held on November 13, 2015, during which the court was to determine whether Dorothy was incapacitated and in need of a permanent guardian and conservator as well as who should be appointed guardian and conservator. During opening statements, Dorothy’s counsel did not contest the need for a guardian and conservator, and Anthony’s counsel indicated that the evidence would show that Anthony was best suited to be appointed guardian. At the time of trial, Dorothy was 91 years old and suffered from hypertension, type 2 diabetes, macular degeneration with functional blindness, hypercholesterolemia, and progressive cognitive impairment. The evidence was virtually undisputed that Dorothy was no longer able to make appropriate decisions regarding her person and property on her own. Dr. David Gloor who had been Dorothy’s primary physician for over 30 years authored a letter in December 2014 which was received into evidence. In it, he reported that Pfingsten had been instrumental in assisting Dorothy, whereas Anthony had become increasingly involved, and although she may be well-intentioned, the changes she attempted to implement with respect to Dorothy’s medical conditions could have a significant deleterious effect on Dorothy’s health. These changes included purchasing numerous vitamins and supplements for Dorothy to take, unilaterally adjusting Dorothy’s insulin and instructing Dorothy to discontinue her diabetic and blood pressure medications, and purchasing an oxygen concentrator for Dorothy to use in an attempt to correct her vision. In addition, Dr. Gloor noted that Anthony has a strong opinion that Dorothy’s medical problems are a result of her diet, an opinion with which Dr. Gloor disagreed. Dr. Gloor authored a second letter in March 2015 reporting that Dorothy had recently moved to an assisted living facility, which afforded much better management of her medical care. The letter stated that Dorothy’s cognitive decline had significantly impaired her ability to manage her own affairs, and Pfingsten had been instrumental in assisting her. Dr. Gloor opined in the letter that Pfingsten and Randall have and would continue to act in Dorothy’s best interests, and he would support their request for guardianship. At trial, Dr. Gloor testified that he was familiar with both Pfingsten and Anthony because they had each accompanied Dorothy to appointments at various times. He explained that there had been occasions where Anthony would take action contrary to his medical advice or recommendations but not Pfingsten. In April 2015, Dr. Lee Zlomke, a licensed psychologist, performed a psychological assessment of Dorothy in order to determine whether she was in need of a guardian. The evaluation revealed that Dorothy’s general cognitive abilities fell within the significant likelihood of functional dementia. Specifically, Dr. Zlomke determined that Dorothy’s ability to conceptualize,

-2- organize, and synthesize complex information in order to help make decisions and effective plans of action was significantly diminished, she had a deteriorated ability to recall pertinent information beyond a few minutes past presentation and a deteriorated ability to think abstractly such as forming hypothetical options and using cognitive processing to draw conclusions about future plans of action, and she had an impaired ability to examine likely scenarios and cognitively process through alternative actions to assist in decision-making. Dr. Zlomke concluded that Dorothy’s cognitive abilities were significantly diminished due to age-related cognitive decline and impeded her capacity to care for her personal safety and to attend to and provide for her basic necessities such as food, shelter, clothing, finances beyond personal spending money, and medical treatments. She therefore lacks the sufficient complex executive functioning capacities to make reasoned informed major decisions and consistently report her desires. Dorothy underwent a neuropsychological evaluation with Dr. Robert Arias in July 2015. Dr. Arias determined that Dorothy has severe impairments in memory retention for verbal information as well as mild impairments in verbal and visual attention, abstract thinking, and social problem solving. He noted that Dorothy indicated that she feels confused at times about matters, and she was of the opinion that she was unable to manage her finances independently. Given her cognitive difficulties, Dr. Arias therefore considered Dorothy to be a vulnerable individual from a financial standpoint. And although he opined that she was able to contribute to some extent to decision making, he believed that she did not possess the full mental capacity to independently make, communicate, and carry out responsible decisions regarding person and property. Her prognosis for improvement was guarded given the likelihood that her deficits will either remain as they are now or gradually progress. Accordingly, Dr. Arias recommended maintaining a legal guardian and conservator on a permanent basis. The record is also replete with evidence of the discord between Pfingsten and Randall on one hand and Anthony on the other with respect to Dorothy’s best interests. Pfingsten and Randall admitted that they do not have a good relationship with Anthony, and Anthony admitted the same. Dr. Zlomke’s report repeatedly references the strong differences of opinion as to Dorothy’s best interests held by her family members. Likewise, Dr. Arias noted that there is obviously discord between the involved family members, and Dorothy told him that the family discord is stressful for her.

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Bluebook (online)
In re Guardianship & Conservatorship of Hunt, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-conservatorship-of-hunt-nebctapp-2017.