In Re Guardianship of Hartwig

656 N.W.2d 268, 11 Neb. Ct. App. 526, 2003 Neb. App. LEXIS 11
CourtNebraska Court of Appeals
DecidedJanuary 14, 2003
DocketA-02-088
StatusPublished
Cited by3 cases

This text of 656 N.W.2d 268 (In Re Guardianship of Hartwig) 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 Hartwig, 656 N.W.2d 268, 11 Neb. Ct. App. 526, 2003 Neb. App. LEXIS 11 (Neb. Ct. App. 2003).

Opinion

Hannon, Judge.

INTRODUCTION

Amelia Hartwig’s grandson, Mick Hartwig, filed a petition requesting that he be appointed guardian and conservator of Amelia’s estate. John Hartwig, Amelia’s attorney in fact and adult son, objected to the proceedings. The county court found that a guardian and conservator needed to be appointed for Amelia, and it appointed Mick. John appeals, alleging that there was not clear and convincing evidence that a guardian or conservator needed to be appointed for Amelia, since he was her attorney in fact, nor was there evidence that he had wasted or dissipated assets so as to warrant appointing a guardian or conservator and bypassing his priority for appointment. The evidence shows Amelia to have few assets, and her durable power of attorney gives John a broad grant of power such that the appointment of a conservator and a guardian is unnecessary. The evidence does not support a finding that John wasted or dissipated Amelia’s assets, and we find that John is a suitable and proper person to continue acting as Amelia’s attorney in fact. We therefore conclude that the evidence does not disclose the need for the county court’s appointment of a guardian and conservator for Amelia. Accordingly, we reverse, and remand with direction to dismiss the proceedings.

*528 BACKGROUND

For most of their lives, Amelia and her husband lived together in their home in Scottsbluff, Nebraska. John, one of their sons, spent the majority of his days from around 1988 to January 1998 visiting and caring for his parents. Amelia and her husband had three other children: Larry Hartwig, Don Hartwig, and Caroline Hughes (Caroline). The evidence showed Caroline and John have a strained and tenuous relationship. Caroline lives in Arizona, but the other children, along with Mick, Larry’s son, all reside in Scottsbluff.

In a durable power of attorney dated December 17, 1992, Amelia appointed John as her attorney in fact. The document gives John a broad grant of powers, including but not limited to the power to manage Amelia’s affairs; to acquire and dispose of any real or personal property; to open, deposit into, withdraw from, and close any bank accounts; to collect, withdraw, and receive any moneys owing; to add or remove any contents of safe deposit boxes; to apply for and receive any government, insurance, and retirement benefits to which Amelia may be entitled; to employ professionals to render services for and to Amelia and to pay the reasonable fees and compensation of such persons for their services; to give consent for medical treatment to be performed; and to prepare, sign, and file tax returns of all kinds and claims for refunds.

The durable power of attorney contains a clause that states: “If it becomes necessary to appoint a Conservator of my Estate or Guardian of my person, I nominate the following: JOHN E. HARTWIG.” The power of attorney stated that it could only be revoked by (1) the execution by Amelia of a subsequent durable power of attorney, (2) the recordation of her express written revocation, or (3) the lawful revocation by the conservator of her estate. Another clause states that the power shall not be affected by Amelia’s disability or incapacity and that the power may be accepted and relied upon by anyone to whom it is presented until that person receives written notice of revocation by Amelia or a conservator of her estate or until that person has actual knowledge of Amelia’s death. There is no evidence that Amelia revoked this power of attorney.

*529 On December 3, 1997, Amelia and her husband conveyed their home to John, subject to a joint life estate in the grantors, via a quitclaim deed for $1 “and other good and valuable consideration.” John recorded the deed on December 5. At the time of trial, the value of the house was $45,000 to $50,000. Amelia continued living in the home until January 23, 1998, and her husband lived in it until June 2, 2000. Since June 2000, no one has occupied the home, and no one has asserted that the house should be rented. The evidence suggested that the personal property of Amelia and her late husband remained in the house, since John testified that he did not distribute any of his father’s personal property, and when asked if such property was still in the house, John testified, “Everything is the same as always.” John has continued to pay utilities on the residence from Amelia’s accounts.

Amelia was placed in the Heritage Health Care Center (Heritage) in Gering, Nebraska, in 1998, because according to John, her doctor said that John “was unable to take care of her because every time she fell, she broke a bone and she would have to go to a nursing home to recuperate.” Her husband was moved into Heritage on June 2, 2000, and he died on February 22, 2001. Virginia Nolan, director of nursing at Heritage, testified that she saw Amelia a minimum of four times a week and that Amelia’s medical needs were being cared for. Carol Hintergardt, Heritage’s administrator, said that all of Amelia’s financial matters with regard to Heritage have been adequately cared for by John since January 1998. Heritage is paid $386 a month from Amelia’s account.

Amelia’s checking account statement from First National Bank for a period ending October 12, 2001, showed that she had an ending balance of $4,503.26. Amelia regularly received $436 per month from Social Security and a small amount of interest which, on the October 12 statement, was $3.49. Amelia’s U.S. Bank statement on her “Interest Checking” account for the period ending September 27, 2001, showed a balance of $3,064.12, and $1.56 of that amount represented interest paid. The house was Amelia’s only asset other than this money in bank accounts.

*530 On or about August 15, 2001, Mick submitted a verified petition in the county court for Scotts Bluff County, alleging that 93-year-old Amelia was incapacitated due to advanced age and senility, and he requested to have a guardian and conservator appointed for Amelia. The petition stated that no steps had been taken to find less restrictive alternatives and that John “may hold a Power of Attorney.” John contested the action.

A hearing was held on November 8, 2001. John testified that he would be 70 years old in December and that he visited Amelia at Heritage daily. Workers at Heritage testified that they frequently saw John visiting Amelia but that they did not know Mick. Mick is a 33-year-old teacher and coach for Gering Junior High. Mick testified that prior to the time Amelia went to Heritage, he saw her on average once or twice a week. For the current calendar year, he had visited her for 10 to 15 minutes four or five times. He guessed that he saw her five or six times in each of the years 1998, 1999, and 2000.

Mick testified that the problem with John is that John is non-communicative about issues. Mick said that as a grandchild of Amelia, he is “really not involved directly” in her affairs and that he tries “to let the adults deal with it.” Mick testified that he was willing to manage Amelia’s assets and pay her bills. Caroline testified that her relationship with John had been distant since the summer of 1994, when she came home to visit her parents and John tried to throw her out of the house. Caroline testified that John had been very cruel and abusive toward her.

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Related

Nebraska Department of Health & Human Services v. Gilmore
662 N.W.2d 221 (Nebraska Court of Appeals, 2003)

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Bluebook (online)
656 N.W.2d 268, 11 Neb. Ct. App. 526, 2003 Neb. App. LEXIS 11, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-of-hartwig-nebctapp-2003.