In Re the Estate of Werner

133 S.W.3d 108, 2004 Mo. App. LEXIS 138, 2004 WL 190268
CourtMissouri Court of Appeals
DecidedFebruary 3, 2004
DocketWD 62444
StatusPublished
Cited by7 cases

This text of 133 S.W.3d 108 (In Re the Estate of Werner) is published on Counsel Stack Legal Research, covering Missouri 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 the Estate of Werner, 133 S.W.3d 108, 2004 Mo. App. LEXIS 138, 2004 WL 190268 (Mo. Ct. App. 2004).

Opinion

PAUL M. SPINDEN, Judge.

Linda Werner, an incapacitated adult, appeals the circuit court’s judgment ordering that she remain subject to a guardianship. Because she did not meet her burden of proving that she has been restored to her capacity, we affirm the circuit court’s judgment.

On September 3, 1999, the circuit court determined that Werner was totally incapacitated and totally disabled. The court appointed Platte County’s public administrator, Janet Waddell, to serve as Wer-ner’s guardian and conservator.

Approximately three years later, Wer-ner petitioned the court to terminate her guardianship and conservatorship. At the hearing, Werner and Waddell informed the court that they stipulated that Werner should be wholly released from the conser-vatorship and that the guardianship should be modified to restore her driving and voting privileges. Waddell believed that the guardianship should otherwise be left intact, and Werner argued that the circuit court should fully release her from the guardianship.

The circuit court entered judgment revoking the letters of conservatorship and modifying the letters of guardianship to allow Werner to regain driving and voting privileges. In all other respects, the circuit court left the guardianship intact.

Werner appeals, contending that the evidence indicated that she did not suffer a mental condition and that she was able to receive and evaluate information or communicate decisions to such an extent that she was able to meet her essential requirements. The standard enunciated in Murphy v. Carron, 536 S.W.2d 30 (Mo. banc 1976), governs our review of a circuit court’s judgment in a non-jury probate proceeding involving termination of guardianship letters. We will reverse such a judgment only if it is not supported by substantial evidence, is against the weight of evidence, or erroneously declares or applies the law. In re L.C.F., 987 S.W.2d 830, 833 (Mo.App.1999).

*110 Section 475.083, RSMo Supp.2002, governs termination of guardianships and sets out seven circumstances under which an adult’s guardian’s authority terminates. Werner’s contention that she has been restored to her capacity raises multiple grounds under which termination of her guardianship would have been appropriate, including § 475.083.1(2), (3), and (7). Each ground for termination, however, comes back to one premise: that the guardianship was no longer legally proper and should have, in one manner or another, been dissolved. This is the central issue in this appeal.

By defining in Chapter 475 the applicable terminology and applying it to guardianship proceedings, the General Assembly established that an adult guardianship is appropriate only when a person is incapacitated. An incapacitated person is “one who is unable by reason of any physical or mental condition to receive and evaluate information or to communicate decisions to such an extent that he lacks capacity to meet essential requirements for food, clothing, shelter, safety or other care such that serious physical injury, illness, or disease is likely to occur,” or a person who, although partially capable of meeting their essential requirements, cannot fully meet them without court-ordered support. Section 475.010(9) and (14), RSMo 2000.

A mental or physical condition alone does not render a person incapacitated. The condition must also interfere with the sufferer’s ability to meet essential requirements. Section 475.010(9). Hence, when a ward no longer suffers a physical or mental condition that prohibits his or her meeting essential requirements, a guardianship is no longer appropriate. Even if he or she still suffers the condition but can, without court-ordered support, receive and evaluate information or communicate decisions to such an extent that he or she can fully meet essential requirements, the guardianship is no longer appropriate.

As the petitioner, Werner had the burden of establishing by a preponderance of evidence that her capacity to meet essential requirements had been restored. Section 475.083.6, RMSo Supp.2002. Wer-ner argues that she sufficiently established that she did not suffer schizophrenia, as diagnosed by her doctor, because she presented medical testimony from another doctor whom she had been seeing regularly. The second physician diagnosed her condition as depression rather than schizophrenia. This physician testified about why he believed the schizophrenia diagnosis to be erroneous, the factors in Werner’s life that led him to believe she was suffering depression, and the course of treatment that he would provide.

Credibility of the witnesses was a matter for the circuit court to determine. Estate of Williams, 922 S.W.2d 422, 423 (Mo.App.1996). The circuit court could have discredited the second physician’s diagnosis of depression. Moreover, even if the circuit court accepted the diagnosis of depression as true, the diagnosis did not conclusively establish that the guardianship was no longer proper. Werner did not present any evidence that she was able to meet her needs without the court-ordered assistance that she had been receiving.

Several witnesses, including one called by Waddell, testified that Werner had been doing substantially better in providing for herself during the previous year. Even the doctor who diagnosed her disease as schizophrenia- noted a six-month history of fairly stable control of her condition and recommended that she be allowed to drive and to manage her financial af *111 fairs. Werner testified that she was living in her own apartment, working, helping to ensure that she kept her doctor’s appointments, and presumably meeting her food and clothing needs. This evidence, however, was not sufficient to establish by a preponderance of the evidence that she could continue to do so without the court-ordered assistance that she had been receiving. Indeed, the record suggests that the reason for her recovery had been because of the support, most notably, the medical treatment that her guardian ensured that she received. Countervailing this evidence was Werner’s rejection of even the possibility that she suffered schizophrenia, despite her marked improvement with the administration of Hal-dol.

Werner argues that Waddell’s willingness to stipulate that she is ready to manage her own financial affairs and to drive a motor vehicle is inconsistent with incapacity to meet essential requirements. She contends that the transcript is void of any evidence that she is incapacitated.

The burden was on Werner to prove that she had capacity to meet her essential requirements without court-ordered assistance. Section 475.088.6. She does not meet her burden by arguing that Waddell failed to prove the lack of that capacity. Also, a ruling that Werner’s condition is such that she remains subject to a guardianship but not a conservator-ship is not inconsistent. Chapter 475 demonstrates that conservatorships and guard-ianships are distinct and either may be appropriate according to given situations. Werner v. Wright, 787 S.W.2d 761, 764 (Mo.App.1987).

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Bluebook (online)
133 S.W.3d 108, 2004 Mo. App. LEXIS 138, 2004 WL 190268, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-werner-moctapp-2004.