In re Guardianship & Conservatorship of Kaiser

295 Neb. 532
CourtNebraska Supreme Court
DecidedJanuary 13, 2017
DocketS-16-219
StatusPublished
Cited by2 cases

This text of 295 Neb. 532 (In re Guardianship & Conservatorship of Kaiser) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court 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 Kaiser, 295 Neb. 532 (Neb. 2017).

Opinion

Nebraska Supreme Court Online Library www.nebraska.gov/apps-courts-epub/ 01/13/2017 09:09 AM CST

- 532 - Nebraska Supreme Court A dvance Sheets 295 Nebraska R eports IN RE GUARDIANSHIP & CONSERVATORSHIP OF KAISER Cite as 295 Neb. 532

In Guardianship and Conservatorship of re Loyola Jane K aiser, an incapacitated and protected person. Heartland Trust Company, Conservator, appellant, v. Paula K aiser-Asmus and Carol H arris, appellees. ___ N.W.2d ___

Filed January 13, 2017. No. S-16-219.

1. Guardians and Conservators: Appeal and Error. An appellate court reviews guardianship and conservatorship proceedings for error appear- ing on the record in the county court. 2. Judgments: Appeal and Error. When reviewing a judgment for errors appearing on the record, an appellate court’s inquiry is whether the deci- sion conforms to the law, is supported by competent evidence, and is neither arbitrary, capricious, nor unreasonable. 3. Statutes: Appeal and Error. Statutory interpretation presents a ques- tion of law, for which an appellate court has an obligation to reach an independent conclusion irrespective of the decision made by the court below. 4. Statutes: Legislature: Presumptions. In enacting an amendatory stat- ute, the Legislature is presumed to have known the preexisting law. 5. Statutes: Appeal and Error. Statutory language is to be given its plain and ordinary meaning, and an appellate court will not resort to inter- pretation to ascertain the meaning of statutory words which are plain, direct, and unambiguous. 6. Statutes. It is not within the province of the courts to read a meaning into a statute that is not there or to read anything direct and plain out of a statute.

Appeal from the County Court for Fillmore County: Michael P. Burns, Judge. Affirmed. - 533 - Nebraska Supreme Court A dvance Sheets 295 Nebraska R eports IN RE GUARDIANSHIP & CONSERVATORSHIP OF KAISER Cite as 295 Neb. 532

Joseph H. Murray, P.C., L.L.O., of Germer, Murray & Johnson, for appellant. Joseph N. Bixby and Paul N. Bixby, Senior Certified Law Student, of Bixby Law Office, for appellees. Heavican, C.J., Wright, Miller-Lerman, Cassel, Stacy, K elch, and Funke, JJ. Miller-Lerman, J. NATURE OF CASE The appellant, Heartland Trust Company (Heartland), was appointed as the conservator for Loyola Jane Kaiser. After the death of Loyola’s husband, Albert A. Kaiser, Heartland filed an application in the county court for Fillmore County seeking authority to file the elective share it stated was due to Loyola as Albert’s surviving spouse. After a hearing, the county court denied Heartland’s application. Heartland appeals. We affirm. STATEMENT OF FACTS Albert and Loyola were married and had one child together, Paula Kaiser-Asmus (Paula). Loyola had two children from a previous marriage, James Votipka (James) and Carol Harris (Carol). The record does not specifically indicate when Albert and Loyola were married, but the county court noted in its order that “Paula was born in 1959, suggesting that the marriage between Albert and Loyola . . . spanned over many decades.” Albert and Loyola both executed wills on December 16, 2005, and these wills appear to mirror each other. The wills provided a life estate to the surviving spouse for certain prop- erty and devised all the residue of their property interests to the surviving spouse. They both also devised remainder inter- ests in certain property to James, Carol, and Paula. Loyola did not modify her 2005 will, but Albert executed a new will and a living trust on March 19, 2014. Albert’s 2014 - 534 - Nebraska Supreme Court A dvance Sheets 295 Nebraska R eports IN RE GUARDIANSHIP & CONSERVATORSHIP OF KAISER Cite as 295 Neb. 532

will named Loyola as his spouse, Paula as his child, and Carol as his spouse’s child, and it stated that “[a]ll references to ‘my children’ in this Will are to these children.” Albert’s 2014 will further stated: “My spouse has a son, JAMES . . . ; that I have intentionally and with full knowledge chosen not to provide for him or his descendants.” Albert’s 2014 will distributed all of his property into his living trust. Similar to his 2014 will, Albert’s living trust identified Loyola as his spouse, Paula as his child, and Carol as his spouse’s child, and it stated that “[a]ll references to ‘my chil- dren’ in this Agreement are to these children.” The living trust specifically excluded James, stating that Albert had “intention- ally and with full knowledge chosen not to provide for [James] or his descendants.” “Article Nine” of Albert’s living trust is titled “Distribution of My Trust Property,” and it specifically designated Paula and Carol as the only two beneficiaries of the trust, with each receiving a 50-percent share of the trust upon Albert’s death. Neither Loyola nor James were included as a beneficiary of Albert’s trust. On July 23, 2014, while Albert was still alive, the county court filed an order and letters in which it appointed Heartland as the conservator for Loyola. Albert died in January 2015. On April 24, Heartland, as Loyola’s conservator, filed an application in which it sought an order authorizing it to elect the statutory share due to Loyola as Albert’s surviving spouse. Heartland alleged that pursuant to Neb. Rev. Stat. § 30-2313 (Reissue 2016), Loyola, as the surviving spouse, had a right of election to take an elective share in any fraction not in excess of one-half of Albert’s augmented estate. In its application, Heartland additionally requested authorization to claim homestead, exempt property, and family allowances on behalf of Loyola. A hearing was held at which Heartland offered and the county court received 12 exhibits. The president of Heartland, Lucas Swartzendruber, testified on behalf of Heartland. Swartzendruber testified that Loyola was approximately 88 - 535 - Nebraska Supreme Court A dvance Sheets 295 Nebraska R eports IN RE GUARDIANSHIP & CONSERVATORSHIP OF KAISER Cite as 295 Neb. 532

years old at the time of the hearing. He stated that generally the life expectancy of an 88-year-old person is approximately 6 years, “but that could vary based on health.” Swartzendruber noted that Loyola was in hospice care and that he had not been given any indication from Loyola’s doctor as to how long the doctor expected Loyola to live. Swartzendruber testified that he attempted to locate all of Loyola’s assets, which are reflected in exhibit 8. The value of the assets listed in exhibit 8 is in excess of $1 million, and exhibit 8 states that Loyola’s only liabilities are her cur- rent expenses. Swartzendruber also testified that he prepared an estimate of Loyola’s anticipated income and expenses on an annual basis, which is reflected in exhibit 13. Loyola’s estimated annual income totaled $90,597.77, which included Social Security payments, long-term care insurance, and rent from certain properties. Loyola’s estimated annual expenses totaled $82,509.63. This estimate did not include conserva- tor or attorney fees, which Swartzendruber noted would vary depending on pending legal actions. Swartzendruber also stated at the hearing that Loyola had been named as a beneficiary of Albert’s single premium annu- ity in the principal sum of $200,000, but that at some point, the beneficiary was changed and Loyola was no longer listed as a beneficiary. Swartzendruber further testified that Loyola had been listed as a beneficiary of Albert’s life insurance policy in the amount of $25,000, but that she was no longer listed as a beneficiary at the time of Albert’s death. After the hearing but before the county court ruled on Heartland’s application, Heartland, as Loyola’s conservator, filed a petition for the elective share in Albert’s separate pro- bate matter, case No. PR-15-42.

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Bluebook (online)
295 Neb. 532, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-conservatorship-of-kaiser-neb-2017.