In Re Guardianship of Estate of Tucker

606 N.W.2d 868, 9 Neb. Ct. App. 17, 2000 Neb. App. LEXIS 62
CourtNebraska Court of Appeals
DecidedMarch 7, 2000
DocketA-99-511
StatusPublished
Cited by4 cases

This text of 606 N.W.2d 868 (In Re Guardianship of Estate of Tucker) 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 of Estate of Tucker, 606 N.W.2d 868, 9 Neb. Ct. App. 17, 2000 Neb. App. LEXIS 62 (Neb. Ct. App. 2000).

Opinion

Carlson, Judge.

Dawn Muff and Alicia Lauridsen, coguardians and coconservators of the estate of Lettie Tucker, appeal from a judgment of the county court for Dodge County, objecting to the court’s award of attorney fees and costs to Thomas Thomsen in the amount of $798. For the reasons set forth below, we affirm.

BACKGROUND

On March 3, 1999, Thomsen filed a petition at the request of Raymond Calkins (Calkins). The record is unclear regarding Calkin’s exact relationship to Tucker, although the record shows that Calkins is either Tucker’s brother or her son. In the petition, Calkins alleged that Tucker is incapacitated and that the appointment of a guardian and a conservator for Tucker is necessary and desirable as a means for providing for Tucker’s continuing care and supervision. Calkins alleged that at the time the *18 petition was filed, Tucker resided at Arbor Manor, a skilled-care nursing facility, and was 87 years old, Tucker’s date of birth being October 31, 1911. Calkins requested that the court appoint Nebraska Trust Company as Tucker’s conservator and Muff and Walter Calkins, two of Tucker’s grandchildren, as coguardians.

Calkins also alleged that it was necessary for the court to appoint a temporary guardian and a temporary conservator for Tucker. Specifically, Calkins stated that Tucker had granted Muff a power of attorney and that Muff indicated her intention to move Tucker from Arbor Manor to an apartment or assisted living arrangement. Calkins stated that Tucker needs to be in a nursing home in order to receive 24-hour care and supervision and that removing Tucker from the nursing home would be detrimental to Tucker’s health. Calkins stated that the court should appoint either a visitor, physician, guardian ad litem, or attorney to represent Tucker’s interests. Calkins stated that he believed that Tucker has an interest in certificates of deposit totaling $41,000, $6,000 or $7,000 in cash, a coin collection, and a house in O’Neill, Nebraska. Calkins alleged that the court’s appointment of a temporary conservator for Tucker is necessary to avoid the unnecessary wasting of Tucker’s assets.

In an order filed on March 3, 1999, the court appointed Nebraska Trust Company as temporary conservator, Walter Calkins and Muff as temporary guardians, and Leta Fomoff as Tucker’s guardian ad litem. The court ordered that Dr. Virgil Ottun, Tucker’s physician, examine Tucker and that Ottun submit a written report to the court. The court noted that Tucker did not appear to have counsel of her own choice at that time.

In an amendment filed March 5, 1999, the court removed Muff as temporary guardian because Muff refused to sign the acceptance of appointment. On the same date, letters of temporary conservatorship and temporary guardianship were filed with the court.

A hearing on Calkins’ petition was held on March 25, 1999. Tucker was represented by counsel of her own at this hearing, and Tucker, Tucker’s counsel, Calkins, Thomsen, and Fomoff were present. At this hearing, Calkins offered into evidence Ottun’s report. Tucker’s attorney objected to this exhibit, and although the court stated that it would make a ruling upon fur *19 ther presentation of evidence, the trial court never ruled on Tucker’s objection and the admission of Ottun’s report.

Fomoff testified without objection that she talked to Ottun and that Ottun stated that because of various medical conditions, Tucker was in need of a guardian and that it was in Tucker’s best interests to have a conservator. Fomoff testified that Ottun stated that Tucker had the mental competency to choose her own guardian and conservator. Fornoff also testified that Ottun expressed the opinion that Tucker could be transferred from Arbor Manor to an assisted living facility and that this new facility would meet Tucker’s needs.

Fomoff also stated that she had spoken to Tucker and that Tucker stated that she had appointed Muff as her attorney in fact. Fomoff stated that Tucker thought that Muff was serving in the same capacity as a guardian and conservator and that Tucker told Fornoff that she wants a guardian and conservator to take care of her medical needs, to generally assist her, and to help her with her finances. Fomoff testified that Tucker had consistently expressed the desire that Muff and Lauridsen serve as her coguardians and coconservators. Fomoff recommended that the court appoint Muff and Lauridsen as coguardians and that Fomoff would not be opposed to the appointment of Muff and Lauridsen as coconservators, as long as both Muff and Lauridsen were required to sign any checks or financial documents.

In an order filed March 30, 1999, the court stated that Tucker had indicated a desire for the appointment of a guardian and conservator and that the appointment of both was the least restrictive alternative available. The court stated that the appointment of a guardian and conservator is necessary to provide Tucker with continuing care and supervision and to preserve her assets. The court appointed Muff and Lauridsen as coguardians and coconservators.

On April 15, 1999, Thomsen moved for an order “directing the payment of his attorney’s fees by the Conservator herein for services rendered to the estate of Lettie Tucker.”

On April 19, 1999, Muff and Lauridsen filed an objection to Thomsen’s motion for attorney fees, stating that Thomsen did *20 not represent Tucker, but at all times acted as counsel for Calkins, Walter Calkins, and Reena Stoffer.

A hearing was held on Thomsen’s motion for attorney fees on April 26,1999. At this hearing, Thomsen testified that he filed a petition on Calkin’s behalf as an interested person, seeking the appointment of a guardian and conservator for Tucker. Thomsen testified that he prepared all of the court orders, applications, motions, notices in the file, and letters of guardianship and conservatorship. Thomsen testified that he also formalized the court’s order appointing coguardians and coconservators for Tucker.

Thomsen testified that he filed a motion for attorney fees and attached a statement to his motion, stating that he spent 8.6 hours on the appointment of a guardian and conservator for Tucker and that he performed those services at a rate of $90 per hour. Thomsen also testified that he advanced expenses to the Dodge County Court in the amount of $24. Thomsen testified that the services he performed were to benefit Tucker, specifically to protect Tucker’s assets and her person. On cross-examination, Thomsen testified that he did not have any conferences with Tucker and that Calkins, not Tucker, retained his services.

In an order filed April 26, 1999, the court ordered that Muff and Lauridsen pay Thomsen $798 in attorney fees and costs.

Muff and Lauridsen appeal.

ASSIGNMENTS OF ERROR

On appeal, Muff and Lauridsen contend that the county court erred in granting Thomsen attorney fees and costs in the amount of $798. Specifically, Muff and Lauridsen argue that the county court erred in awarding Thomsen fees because (1) there is no such office as an attorney for an estate and (2) at all times Thomsen was proceeding contrary to Tucker’s expressed desires and wishes.

STANDARD OF REVIEW

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Cite This Page — Counsel Stack

Bluebook (online)
606 N.W.2d 868, 9 Neb. Ct. App. 17, 2000 Neb. App. LEXIS 62, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-of-estate-of-tucker-nebctapp-2000.