In Re Guardianship of Gallagher

441 N.E.2d 593, 2 Ohio App. 3d 218
CourtOhio Court of Appeals
DecidedJuly 15, 1981
Docket741
StatusPublished
Cited by5 cases

This text of 441 N.E.2d 593 (In Re Guardianship of Gallagher) is published on Counsel Stack Legal Research, covering Ohio 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 Gallagher, 441 N.E.2d 593, 2 Ohio App. 3d 218 (Ohio Ct. App. 1981).

Opinion

Per Curiam.

This cause came on to be heard upon an appeal from the Court of Common Pleas of Madison County.

Now, therefore, the assignments of error having been considered, are passed upon in conformity with App. R. 12(A) as follows:

On January 16, 1979, the Court of Common Pleas, Probate Division, Madison County, Ohio, determined that Lucy M. Gallagher was an incompetent person by reason of advanced age and physical infirmity, whereupon Robert A. Kaveney was appointed guardian of her person and estate following an eviden-tiary hearing.

In February of 1980, the guardian resigned and on February 4, 1980, James W. Rolfes, Sr., was appointed as the successor guardian. No evidence was introduced prior to this appointment.

The appellant alleges that she does not need a guardian of the person as she is mentally competent to take care of herself; and that since she is mentally competent, she should be permitted to select her own guardian. This has been the position of the appellant ever since the 15th of February, 1980, when she filed an application for a change of guardian, which application was denied for the reason that the application failed to satisfy the requirements of the law, or the Rules of Civil Procedure.

Thereafter, on the 21st day of October, 1980, the appellant filed a motion to terminate the guardianship; and it is from the order overruling this motion that the appellant appeals.

The appellant’s fourth, fifth, sixth and seventh assignments of error challenge the constitutionality of R.C. Chapter 2111 and the various statutes for the appointment of a guardian. However, no such challenge was made in the trial court and we decline to rule upon these questions for that reason. See Moats v. Metropolitan Bank of Lima (1974), 40 Ohio St. 2d 47, 49 [69 O.O.2d 323].

The appellant’s first assignment of error is as follows:

“The trial court committed reversible error in failing to terminate the guardianship of Lucy M. Gallagher pursuant to appellant’s motions filed with the court for said termination on February 15, 1980, April 3, 1980, and October 21, 1980, said guardianship being void as a matter of law.”

The appellant, in her brief points out that the basis for the application for the appointment of a guardian was that the appellant is incompetent by reason of advanced age, infirmity and by reason thereof incapable of taking proper care of herself and her property. The judgment entry making the appointment of a guardian stated:

“The court finds that said Lucy M. Gallagher also known as Lucy Gallagher is an incompetent person by reason of advanced age and physical infirmity * *

R.C. 2111.02 provides, in part, as follows:

“If a person is incompetent due to physical disability, the consent of the incompetent must first be obtained before the appointment of. a guardian for him, and such person may select a guardian who shall be appointed if a suitable person.”

The original papers show that the consent of Lucy Gallagher was not obtained prior to the appointment of the guardian on January 16, 1979. However, the transcript of the proceedings does indicate that Mrs. Gallagher requested Robert A. Kaveney, the applicant, to be her guardian and that he was appointed guardian of the person and estate of Lucy *220 M. Gallagher on the 16th of January, 1979.

Subsequent to that time, differences arose between the guardian and Mrs. Gallagher after which Robert A. Kaveney submitted his resignation as her guardian; and on the 4th day of February, 1980, James W. Rolfes, Sr., was appointed the successor guardian. The application for the appointment of the successor guardian alleged that Lucy Gallagher is incompetent by reason of advanced age, infirmity, and by reason thereof is incapable of taking proper care of herself and her property. The judgment entry which was filed February 4, 1980, appointing James W. Rolfes, Sr., as guardian stated:

“The court finds that Lucy M. Gallagher is an incompetent person by reason of advanced age and physical infirmity and was so found by this court’s order of January 16, 1979, and that Robert A. Kaveney, guardian, has resigned and that the appointment of a successor guardian is necessary in that she is incapable of taking proper care of herself and her property.”

The Court of Appeals for Knox County in the case of In re Irvine (1943), 72 Ohio App. 405 [27 O.O. 332], considered an application to terminate a guardianship, which guardianship was almost identical to the case sub judice. In In re Irvine, the application for appointment of the guardian recited that:

“Flora B. Irvine is incompetent by reason of advanced age and physical disability.”

That court, in ordering the appointment of a guardian and making the finding of incompetency recited, “Flora B. Irvine is incompetent and therefore is incapable of taking care of and preserving her property.” In that case the only knowledge of the proposed ward’s consent to the appointment was a statement by the attorney for the applicant to the effect that the ward had consented to the guardian’s appointment. The court in the second.paragraph of the syllabus, in interpreting former G.C. 10507-2, which is comparable to the second paragraph of R.C. 2111.02, said:

“The spirit and purpose of the provision of Section 10507-2, General Code, ‘that if the incompetency’ of an incompetent ‘be due to physical disability or infirmity the consent of the incompetent’ to the appointment of a guardian ‘must first be obtained,’ requires that ‘the consent’ should be in writing or made in open court by the proposed ward who is mentally competent.”

An examination of the transcript of the proceedings of January 16, 1979, indicates that the only person who testified as to the mental alertness and competency of Lucy Gallagher was Paul Gallagher, a relative of her deceased husband, who stated that he based his opinion on the fact that “most of the time she forgets.” The required degree of proof of mental incompetency is by clear and convincing evidence. See, In re Guardianship of Corless (1981), 2 Ohio App. 3d 92. This is not clear and convincing evidence of her inability to provide for her personal needs. The evidence before the court did not meet that test. Thus, regardless of the actual mental condition of Lucy Gallagher at that time, the trial court did not have before it sufficient evidence to permit that court to conclude that Lucy Gallagher was mentally incompetent; and under those circumstances a guardian could not be appointed without the consent of the appellant. Therefore, as in the case of In re Irvine, supra, the guardian “must be removed and the ward restored to full control of her undiminished estate.”

Even if the necessary degree of proof had been met at the time of the initial appointment of a guardian, the deposition of W. Beale Lutz, M.D., which was admitted into evidence at the November 26, 1980, hearing and the testimony of Father Francis X. Sweitzer established that Lucy Gallagher was at that time mentally competent.

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441 N.E.2d 593, 2 Ohio App. 3d 218, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-of-gallagher-ohioctapp-1981.