In Re the Guardianship & Conservatorship of Person & Estate of Tennant

714 P.2d 122, 220 Mont. 78, 1986 Mont. LEXIS 782
CourtMontana Supreme Court
DecidedFebruary 5, 1986
Docket85-132
StatusPublished
Cited by7 cases

This text of 714 P.2d 122 (In Re the Guardianship & Conservatorship of Person & Estate of Tennant) is published on Counsel Stack Legal Research, covering Montana 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 Guardianship & Conservatorship of Person & Estate of Tennant, 714 P.2d 122, 220 Mont. 78, 1986 Mont. LEXIS 782 (Mo. 1986).

Opinion

MR. JUSTICE HARRISON

delivered the Opinion of the Court.

This is an appeal from a judgment of the District Court of the Fourth Judicial District, Sanders County, the Honorable Douglas Harkin presiding, finding the will and deed of Mae Tennant to be void and awarding the conservator of her estate a money judgment against Thomas Evans and Raymond Williams. From this judgment Evans and Williams appeal. We affirm.

Myrtle Mae Tennant (Mae) was born on March 21, 1902, and was 79 and 80 years of age, respectively, during the summers of 1981 and 1982 when the facts pertinent to this appeal occurred. During these pertinent years, Mae lived alone in Thompson Falls, Montana, and was a widow without any children, her husband, Earl, having predeceased her in 1961.

In February 1972, Mae executed a will prepared by her longtime attorney, Eugene Mahoney. This will left specific devises to Boys Town, the Community Church in Thompson Falls and the Montana Heart Foundation. The residue of Mae’s estate under this will was *80 to be placed in an athletic scholarship fund for male athletes at Thompson Falls High School.

Commencing sometime in 1975, Mae’s physical and mental health began to deteriorate. The record indicates that Mae began to neglect her personal hygiene, permitted the interior of her home to become an extraordinary mess, and began to drink heavily. In addition, the record shows that Mae’s mental state had deteriorated to the point where she was not capable of handling her own financial affairs. Testimony shows Mae apparently believed she would always have whatever money she needed simply by writing another check. For this reason, her close friends would balance her checkbook, deposit any funds she would receive, and would also pay her bills when she would neglect to pay them. Furthermore, Mae had developed a reputation among her friends and acquaintances as being a “soft touch.” She would apparently give anything of hers to someone if she liked them, and could easily be talked into buying items and services she actually did not need. Mae’s close friends, it appears, recognized her weakened condition and refused to take advantage of the situation.

It was in the above condition that Tom Evans (Evans) and Ray Williams (Williams) found Mae in June of 1981. Evans was the owner of yard and tree service from Missoula, Montana, and he contacted Mae to see if she was in need of his services. Mae immediately hired Evans, and his employee Williams, to care for her yard and trees despite the fact that Evans’ brother, Bill, had done $2,500 worth of work in Mae’s yard the previous summer, and Evans’ brother, Jim, had charged Mae $1,150 for yard work he performed that May. Evans and Williams maintained and landscaped Mae’s yard during the fall and summer of 1981 for which they were handsomely paid. Also during this time-period, Evans and Williams developed a close friendship with Mae. They made numerous trips to Thompson Falls to perform yard work for Mae and just to be with her. It is clear by the end of 1981, Mae regarded her relationship with Evans and Williams to be something much more than that of employer and employee.

In 1982, Evans and Mae again agreed that Evans would do Mae’s yardwork, plus various other odd jobs for her. The record indicates that during 1981-1982, the two years Evans and Williams worked for Mae, they received at least $18,130 from her as payment for their services and also as so-called gifts. Furthermore, during 1982, Mae’s friendship with Evans and Williams deepened. Evans brought mem *81 bers of his family to meet Mae in Thompson Falls and Mae became very attached to them. Evans, Williams and members of Evans’ family made at least fifty trips during 1981 and 1982 to Thompson Falls from Missoula to perform yard work for Mae and just to socialize with her. In Evans’ own words, she (Mae) kept “hiring me just to have me . . . with her.”

Sometime in the spring of 1982, Mae told Evans she wanted him and his family to have her house. Evans gave Mae the name of his attorney in Missoula, Tony Keast, and Mae contacted Mr. Keast to have him take care of the matter. Mr. Keast subsequently prepared a quitclaim deed giving Mae a life-estate in her real property and on her death passing the same to Evans. Mr. Keast also prepared a new will for Mae which left her real property to Evans and her personal property to Williams. The will and the deed were signed by Mae on August 4, 1982, and Mae’s old will was physically destroyed on the same date. The deed was notarized by Mr. Keast and was subsequently recorded by Evans. Also, Mae’s new will was witnessed by Mr. Keast and Evans.

During this period from 1981-1982, Mae’s health and mental state continued to worsen. On October 12, 1982, at the insistence of a close friend, Mae visited Dr. Lulack in Thompson Falls. Dr. Lulack determined that Mae was diabetic, she was suffering from chest pains, dizziness and severe headaches, she had lost control of her bowel movements, and that she was physically unclean. Dr. Lulack was also surprised to discover that Mae’s toenails were seven centimeters in length and that her toenails and feet were in such a condition that she often wore galoshes. Further examination of Mae by other doctors revealed that she also had cancer of the colon. Mae subsequently underwent surgery for her cancer and it was found that her cancer had spread to her liver.

After her surgery, Mae was moved back to her home in Thompson Falls to recover from her illnesses, but it soon became apparent to Dr. Lulack that Mae’s condition would require professional care. Dr. Lulack then contacted the Department of Social and Rehabilitation Services who subsequently petitioned the Sanders County District Court to have Mae declared an incompetent so that a guardian and conservator could be appointed for her. At a hearing held on December 28, 1982, Robert Baxter was appointed temporary conservator of Mae’s estate and Social and Rehabilitation Services was appointed the temporary guardian of Mae. On January 25, 1983, the District Court made the foregoing appointments permanent.

*82 Thereafter, on February 1, 1983, the conservator filed an action in the Sanders County District Court to recover funds from Evans and Williams which they had received from Mae, and also to have set aside the deed and will executed by Mae on August 4, 1982.

Mae subsequently passed away on January 2, 1984, from complications of her illnesses, and shortly thereafter, Williams offered her will for probate in the Sanders County District Court. Williams further petitioned the District Court to terminate Mae’s conservator-ship. The District Court subsequently consolidated the probate and civil actions and ordered that the conservator retain all the assets of Mae’s estate until a personal representative was appointed.

On October 29 and 30, 1984, a trial was held in the Sanders County District Court, before Judge Harkin sitting without a jury, on the appointment of Williams as the personal representative of Mae’s estate, as well as on the complaint filed by the conservator. During trial, Judge Harkin personally viewed the property of Mae’s in question.

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Bluebook (online)
714 P.2d 122, 220 Mont. 78, 1986 Mont. LEXIS 782, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-guardianship-conservatorship-of-person-estate-of-tennant-mont-1986.