In re the Appointment of a Conservator of the Property of Fisher

147 Misc. 2d 329, 552 N.Y.S.2d 807, 1989 N.Y. Misc. LEXIS 870
CourtNew York Supreme Court
DecidedSeptember 5, 1989
StatusPublished
Cited by7 cases

This text of 147 Misc. 2d 329 (In re the Appointment of a Conservator of the Property of Fisher) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Appointment of a Conservator of the Property of Fisher, 147 Misc. 2d 329, 552 N.Y.S.2d 807, 1989 N.Y. Misc. LEXIS 870 (N.Y. Super. Ct. 1989).

Opinion

OPINION OF THE COURT

Kristin Booth Glen, J.

This petition, brought pursuant to article 77 of the Mental [330]*330Hygiene Law, raises a serious and recurring problem concerning the potential misuse of New York’s conservatorship proceeding and its effect on the statutory and constitutional rights of New York’s elderly population.

PROCEDURAL HISTORY

This special proceeding was commenced to request the appointment of a conservator for Virginia Fisher. I appointed a guardian ad litem (G.A.L.) to protect the spoken, wishes of Ms. Fisher and conducted a hearing on June 2, 1989 and on June 6, 1989.

The testimony of June 2, 1989 by the G.A.L., a doctor and social worker retained by the G.A.L. adduced the following:

Ms. Fisher is an 83-year-old retired junior high school principal who resides alone in a large studio apartment on East 48th Street. She is financially secure, having recently inherited $68,000 from a friend and having an additional $110,000 in securities and bank accounts, as well as a pension and Social Security.

Ms. Fisher’s physical and psychological condition appears to have begun to deteriorate over the past two years. On February 7, 1989, she was admitted to Lenox Hill Hospital. One month later she was "worked up” and found to be suffering from uterine cancer. She subsequently had surgery and radiation treatment, and was thereafter transferred by the hospital to Florence Nightingale Nursing Home.1

When the G.A.L. visited Ms. Fisher at the home, she was lucid, cooperative and anxious to return to her apartment. The G.A.L. accordingly retained a doctor who examined her and encouraged her discharge, believing that she would be able to reside in the community with adequate supervision. The doctor did, however, recommend that she should have home care assistance at least four hours per day, five days per week.

Once she was returned to her apartment, both the doctor and the G.A.L. noticed Ms. Fisher’s deterioration. She refused to accept the services of a health care worker and was not taking proper care of herself or her home; the apartment was dirty and she looked dissheveled. She was confused about what time it was and appeared to spend much of her time in a [331]*331nightgown in bed. She was not regularly taking her medication. Although Ms. Fisher discussed the details of her financial affairs with the G.A.L. the social worker retained by the G.A.L. to do case management found her checkbook unbalanced and did not believe that Ms. Fisher had a real understanding of her actions in writing checks for home care attendants.

Because Ms. Fisher declined to come to court, I continued the hearing at her apartment on June 6, 1989. I found the apartment to be neat, but dusty. Ms. Fisher herself was dressed, but clearly had not attended to her hair for some time. Throughout the interview Ms. Fisher appeared to be completely lucid, coherent and fully aware of what transpired. When questioned about her finances, she was able to accurately discuss the details of her resources, including the recent bequest from her friend. She was able to identify her various charge accounts and knew the amount of her monthly rent; she also stated that she paid all of her bills on a timely basis.2 When questioned about health care workers and the possibility of being sent to a nursing home if she did not consent to accept the care of health attendants, she reluctantly agreed, stating that she would rather leave the State or be dead than to return to the nursing home.

Based upon their observations of Ms. Fisher over the course of the proceedings, both the G.A.L. and petitioner’s attorney requested me to issue an order requiring Ms. Fisher to accept the services of a home attendant or a social worker/case manager. Petitioner’s attorney particularly stressed that because Ms. Fisher "needed help,” an order appointing a conservator with substantial powers to make health care and placement decisions for Ms. Fisher was necessary and, indeed, required by the statute.3

This opinion is written and published not only because I find, as set forth below, that Virginia Fisher is not in need of a conservator, but also to dispel the widely held notion that conservatorship provides a vehicle for the management of a conservatee’s person, by ostensibly authorizing the conservator to make health care and placement decisions that infringe upon the conservatee’s personal liberty under the guise of protecting and promoting the conservatee’s "best interest.”

[332]*332STATUTORY SCHEME

Persons who are unable to manage themselves or their own affairs have long been subject to the parens patriae power of the State. (See, e.g., 1 Perlin, Mental Disability Law 139-140 [1989].) Prior to 1972, the sole statutory authority for dealing with such issues was found in article 78 of the Mental Hygiene Law, the so-called "Committee” statute.4

The appointment of a committee is dependent upon a finding of incompetence, and serious consequences, including the loss of the right to vote, flow from the declaration of incompetence made in such a proceeding. (See, e.g., Manhattan State Citizens’ Group v Bass, 524 F Supp 1270 [SD NY 1981].) Recognizing that some individuals might not be sufficiently incapacitated to justify a declaration of incompetence, but might also not be able to manage their financial affairs, various commentators and Law Revision Commissions recommended the enactment of a statute to deal with this substantially more limited infringement of an individual’s rights.5

After several unsuccessful attempts to pass such legislation, article 77 of the Mental Hygiene Law, the conservatorship statute, was passed in 1972. (See, L 1972, ch 251.) The legislative intent, as stated in the memorandum accompanying the law, emphasized its response to the need to "preserve the property” of those unable to manage their own affairs. (Mem of Joint Legis Comm on Mental and Physical Handicap, 1972 McKinney’s Session Laws of NY, at 3290.) The purpose of the statute was solely to deal with the finances of the conservatee, and not to deprive her of any of the civil rights or other individual choices which might be lost as a result of the [333]*333declaration of the incompetency and appointment of a committee under article 78.®

The statute provides that a conservator or conservators of the property of a New York resident who has not been judged as incompetent may be appointed for a person who has "suffered substantial impairment of his ability to care for his property or has become unable to provide for himself or others dependent upon him for support” as a result of "advanced age, illness, infirmity, mental weakness, alcohol abuse, addiction to drugs or other cause”. (Mental Health Law § 77.01 [1] [a].) The statute specifically requires that this finding be made on "clear and convincing” evidence. (Mental Hygiene Law § 77.01 [1]; see, e.g., Matter of Bailey, 46 AD2d 945 [3d Dept 1974]; Matter of Kraft v Ziskind, 60 AD2d 548 [1st Dept 1977].) In addition to the showing of "impairment,” the petitioner must demonstrate the need for the appointment of a conservator. (See, e.g., Matter of Forst, 53 AD2d 842 [1st Dept 1976]; Matter of Forward,

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Bluebook (online)
147 Misc. 2d 329, 552 N.Y.S.2d 807, 1989 N.Y. Misc. LEXIS 870, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-appointment-of-a-conservator-of-the-property-of-fisher-nysupct-1989.