In Re Guardianship of Ronald William Layton

CourtMichigan Court of Appeals
DecidedAugust 11, 2022
Docket359851
StatusUnpublished

This text of In Re Guardianship of Ronald William Layton (In Re Guardianship of Ronald William Layton) is published on Counsel Stack Legal Research, covering Michigan 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 Ronald William Layton, (Mich. Ct. App. 2022).

Opinion

If this opinion indicates that it is “FOR PUBLICATION,” it is subject to revision until final publication in the Michigan Appeals Reports.

STATE OF MICHIGAN

COURT OF APPEALS

In re Guardianship of RONALD WILLIAM LAYTON.

BRIAN LAYTON, UNPUBLISHED August 11, 2022 Petitioner-Appellant,

v No. 359851 Allegan Probate Court CHARLENE DISTLER, LC No. 19-061553-GA

Respondent-Appellee,

and

KEITH LAYTON and JOHN LAYTON,

Other Parties-Appellees.

In re Conservatorship of RONALD WILLIAM LAYTON.

BRIAN LAYTON,

Petitioner-Appellant,

v No. 360017 Allegan Probate Court CHARLENE DISTLER, LC No. 19-061554-CA

-1- KEITH LAYTON and JOHN LAYTON,

In re ESTATE OF JULIA ANNE LAYTON.

Appellant,

v No. 360018 Allegan Probate Court JOHN LAYTON and KEITH LAYTON, LC No. 19-061563-DE

Appellees.

In re RONALD WILLIAM LAYTON AND JULIA ANN LAYTON TRUST.

v No. 360019 Allegan Probate Court CHARLENE DISTLER, Successor Trustee of the LC No. 21-062981-TV RONALD WILLIAM AND JULIA ANN LAYTON TRUST, KEITH LAYTON, and JOHN LAYTON,

Before: RICK, P.J., and BOONSTRA and O’BRIEN, JJ.

PER CURIAM.

-2- In these consolidated appeals,1 appellant, Bryan Layton, appeals by right the probate court’s order adopting a referee’s findings and recommendations after an evidentiary hearing. The evidentiary hearing concerned—in part—the probate court’s earlier decision to adopt an agreement between Bryan,2 his brothers (Keith Layton and John Layton), and their father, Ronald Layton, in which they agreed to ratify a contested lease with modifications. In the original agreement, Ronald purportedly leased Bryan real property owned by the Ronald William Layton and Julia Ann Layton Trust (the Layton Trust) for 10 years without requiring the payment of rent. The agreed-to modifications provided that Bryan could continue occupying the real property only until Ronald’s death. Unfortunately, Ronald died a few days after the parties reached the agreement and before the probate court signed the order implementing the agreement.

On appeal, Bryan primarily challenges the probate court’s authority to adopt the agreement to modify the lease; he argues that the probate court should have enforced the original lease and allowed him to use the Layton Trust’s property for a full 10 years from the date he claimed applied to the undated agreement. Bryan also argues that the probate court erred with respect to his motion to remove John as the trustee of the Layton Trust. For the reasons explained in this opinion, we conclude that Bryan has not identified any errors that warrant relief, and affirm in all dockets.

I. BASIC FACTS

Ronald was born in 1933. He operated a dairy farm on his real property with his wife, Julia, for 60 years. Ronald and Julia had three sons: John, Keith, and Bryan.

Ronald and Julia established an estate plan in October 2002. They created the Layton Trust, and named John and Keith to be the successor trustees. Ronald and Julia provided that, upon their deaths, the trustee had to convey certain specified tracts of real property to each of their children. Ronald and Julia deeded all their real property to the trust at the same time.

Julia died on August 2, 2018, when she was 83 years of age.

In February, 2019, Bryan filed an ex parte motion with the probate court asking the court to appoint him to be Ronald’s guardian and conservator. Among other things, Bryan alleged that Ronald had numerous health issues that required homecare help seven days a week; that he had been helping with Ronald’s care; that, despite Keith and his wife, Janet, partially moving in with Ronald, they were not properly caring for him; and that John and Keith had frozen Ronald’s bank accounts and were attempting to force Ronald into a nursing home against his wishes. Bryan asked the court to intervene because Ronald needed help with his care and protecting his finances from his children.

John and Keith opposed Bryan’s motion for appointment to be Ronald’s guardian and conservator, explaining that every action they had taken was to help care for and protect Ronald. For instance, they alleged that they took Ronald to his bank to remove funds to prevent Bryan from

1 In re Guardianship of Ronald William Layton, unpublished order of the Court of Appeals, entered February 1, 2022 (Docket Nos. 359851, 360017, 360018, and 360019). 2 For ease of reference, we refer to the members of the Layton family by their first names.

-3- dissipating the funds for his personal use because, according to John and Keith, Bryan had a long history of getting Ronald to pay for things and then never reimbursing him. John and Keith asserted that they intended only to preserve the funds for Ronald’s benefit. They also noted that Bryan had been living on and operating a farm rent-free on property that Ronald owned, and had been using Ronald’s farm equipment as part of his personal business. They surmised that, in light of all this, Bryan was not a suitable guardian or conservator.

Upon receiving the parties’ filings, the probate court appointed Sue Horton to serve as the guardian ad litem for Ronald and appointed Sharmila Rajani to represent Ronald.

Horton filed a report in March 2019. She wrote that she visited Ronald without anyone present and stated that he was “cordial, alert and engaged.” She opined that, although there had been reports that he experienced confusion, Ronald did not lack “the mental ability to communicate informed decisions because of any illness or disability.” While Horton believed that Ronald was mentally competent, she agreed that Ronald was dependent on others for around-the-clock physical assistance. She also noted that Ronald admitted that he had difficulty saying “no” to his sons and just wanted his sons to get along.

Horton’s report also discussed concerning details she had uncovered about Bryan’s treatment of Ronald. Through interviews, Horton learned that John and Keith had to secure Ronald’s funds after they learned that Bryan had hired a lawyer and used $1,500 from Ronald’s funds to pay for his lawyer’s retainer. Horton was also told that Bryan sold Ronald’s remaining cattle for about $3,600, but did not account for the money. Further, a homecare agency that had previously assessed Ronald’s healthcare needs when Julia was still alive reported that Julia had not been getting along with Bryan, and an agency worker reported that Bryan neglected Ronald. The worker felt that Ronald invariably stood by Bryan and allowed Bryan to do whatever he wished.

Ultimately, Horton recommended that Ronald did not need a guardian or conservator, citing as evidence that Ronald had made adequate provision for his finances by making John his attorney-in-fact. Horton also noted that Ronald had made provision for his medical needs by making his sons patient advocates. Horton further opined that, even if Ronald needed a guardian or conservator, Bryan would not be a suitable candidate.

Rajani, who was appointed to represent Ronald, also filed a report with the probate court, in which she too indicated that there was no need for a guardian or conservator because Ronald had made adequate provisions for his care through the patient advocate and attorney-in-fact documents. She worried, however, that Ronald could execute a new power of attorney appointing Bryan to be his attorney-in-fact because, believing that John and Keith might place him in a nursing home, Ronald had been favoring Bryan, whose ability to act as a fiduciary was in question.

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In Re Guardianship of Ronald William Layton, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-of-ronald-william-layton-michctapp-2022.