In Re Helm

84 So. 3d 601, 2011 La.App. 4 Cir. 0500, 2011 La. App. LEXIS 1318, 2011 WL 5340550
CourtLouisiana Court of Appeal
DecidedNovember 2, 2011
Docket2011-CA-0500
StatusPublished
Cited by7 cases

This text of 84 So. 3d 601 (In Re Helm) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Helm, 84 So. 3d 601, 2011 La.App. 4 Cir. 0500, 2011 La. App. LEXIS 1318, 2011 WL 5340550 (La. Ct. App. 2011).

Opinions

PAUL A. BONIN, Judge.

|,Henry Helm was interdicted; his interdiction is not in dispute. Mr. Helm, however, through his court-appointed attorney,1 appeals the appointment of Mr. Helm’s wife, Althea, as his curatrix. He argues that by virtue of his appointment of his niece Barbara Manteris as his procura-trix she — and not his spouse — was entitled to preference in the appointment of a cura-trix. The trial judge decided that Mr. Helm at the time he executed the act of procuration was unable to make a “reasoned decision” regarding the matter and thus found that Mrs. Helm was entitled to the appointment.

We affirm the appointment of Mrs. Helm as curatrix but for a reason different from the trial judge’s. Because the act of procuration upon which Mr. Helm relies was not introduced into evidence, we find as a matter of law that there is no eviden-tiary basis to consider whether Mr. Helm properly nominated or designated Ms. Manteris curatrix in the event of his interdiction.2 We necessarily conclude that Mrs. Helm enjoys preference of appointment.3 We need not review for manifest error the trial judge’s factual determination that, at the time he | ¡^executed the act of procuration, Mr. Helm could not make a reasoned decision about his choice as cura-trix.

We identified an issue, however, not first raised by the parties concerning the appointment of the undercurators, Donna Oufnac and Lester Jack Oufnac, who are the Helms’ daughter and son-in-law. Mrs. Oufnac signed as surety for the curatrix. Because we find that her duties as under-curatrix are in irremediable conflict with her obligations as surety to the curatrix, we reverse the judgment in part and vacate her appointment as a co-undercurator. Also, we remand with instructions to the trial court to determine if the Oufnacs are under a community property regime and, if so, to remove Mr. Oufnac as undercurator and appoint a substitute undercurator who is without a conflict of interest.

We explain our decision in greater detail in the following Parts.

I

In this Part we address why we affirm the appointment of Mrs. Helm as curatrix but for reasons which differ from the trial judge’s. At the outset we note that we forego any discussion of the background [604]*604facts or factual disputes among these family members as unnecessary to an understanding of the exclusively legal issues which are dispositive.4

A

Ordinarily, we would review the trial court’s factual determination about Mr. Helm’s incapacity or inability to designate Ms. Manteris as his curatrix under the well-known manifest error/clearly wrong standard. See Rosell v. ESCO, 549 So.2d 840, 844 (La.1989); Interdiction of F.T.E., 23060, 23061 (La.App. 2 Cir. 1/29/92), 594 So.2d 480, 486. In reviewing an appointment, our courts have accorded the trial judge “great discretion to act in the best interest of the interdict in appointing a curator.” In re Smith, 94-262, p. 19 (La.App. 5 Cir. 11/16/94), 646 So.2d 1052, 1061; In Re Interdiction of Thomas, 535 So.2d 1315, 1316 (La.App. 5th Cir.1988) (stating: “The jurisprudence has established the trial judge’s wide discretion to act in the best interest of the interdict in appointing a curator. Matter of Magee, 366 So.2d 204[, 205] (La.App. 2nd Cir.1978); In Re Swett, 286 So.2d 667[, 668] (La.App. 2nd Cir.1973); Interdiction of Hines, 458 So.2d 555[, 558] (LaApp. 3d Cir.1984).”)

But in this case, as we have stated, we have decided that a question of law disposes of the claim that Ms. Manteris is entitled to priority of appointment as curatrix. We determine questions of law de novo and afford no deference to a trial judge’s determination of a question of law.

B

Mr. Helm argues that because Ms. Man-teris is Mr. Helm’s procuratrix she is ipso facto his nominee or designee for curatrix. We cannot agree with Mr. Helm because the procuration wherein Mr. Helm designated Ms. Manteris as his agent was never introduced into evidence.

In order for a person to obtain preference in appointment as curator, a prospective interdict must explicitly nominate or designate him as curator in the event of interdiction. The Code of Civil Procedure indicates clearly the necessity of a writing under the circumstances. La. C.C.P. art. 4561(A) provides that a trial court “shall appoint as curator the qualified person who is best able to fulfill the 14duties of his office.” Moreover, Article 4561 C(l) provides a trial court with a schedule of preferences when faced with more than one qualified candidate:

The court shall consider the qualified persons in the following order of preference:
(a) A person designated by the defendant in a writing signed by him while he had sufficient ability to communicate a reasoned preference.
(b) The spouse of the defendant.
(c) An adult child of the defendant.
(d) A parent of the defendant.
(e) An individual with whom the defendant has resided for more than six months prior to the filing of the petition.
(f) Any other person.

Mr. Helm argues that the trial court erred when it failed to name Ms. Manteris as his curator because his December 8, 2010 act of procuration indicates his intent to also have Ms. Manteris serve as his curator. Similarly, Ms. Manteris’ claim to preferential appointment rests solely upon the December 8, 2010 act of procuration. However, Mr. Helm’s argument fails because the record indicates [605]*605that he failed to introduce the December 8, 2010 act of procuration into evidence. The record indicates that Mrs. Helm attached a copy of the December 8, 2010 act of procu-ration to her petition for interdiction, but no party offered it into evidence at trial.

The jurisprudence provides that arguments and pleadings are not evidence. In re Melancon, 05-1702, p. 7 (La.7/10/06), 935 So.2d 661, 666; Garco, Inc. v. Rob’s Cleaning & Powerwash, Inc., 08-1249, p. 8 (La.App. 4 Cir. 4/22/09), 12 So.3d 386, 391. See also Jones v. Jones, 09-757, 5 (La.App. 5 Cir. 12/29/09), 30 So.3d 137, 139 (“Memoranda and exhibits which were not filed into evidence in |Bthe trial court are not part of the record on appeal.”). “Appellate courts are courts of record and may not review evidence that is not in the appellate record, or receive new evidence.” Denoux v. Vessel Mgmt. Servs., Inc., 07-2143, p. 6 (La.5/21/08), 983 So.2d 84, 88. In Denoux, the Louisiana Supreme Court stated that “[ejvidenee not properly and officially offered and introduced cannot be considered, even if it is physically placed in the record.” Id. “Documents attached to memo-randa do not constitute evidence and cannot be considered as such on appeal.” Id. Accordingly, this Court must disregard Mr. Helm’s arguments with respect to the December 8, 2010 act of procuration, regardless of their merits, because Mr. Helm failed to introduce the December 8, 2010 act of procuration into evidence.

C

Thus, Althea Helm, the spouse of the interdict, was entitled by law to preference of appointment and, because she was not disqualified from the office, properly appointed the curatrix of her interdicted husband.

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In Re Helm
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Cite This Page — Counsel Stack

Bluebook (online)
84 So. 3d 601, 2011 La.App. 4 Cir. 0500, 2011 La. App. LEXIS 1318, 2011 WL 5340550, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-helm-lactapp-2011.