Jackson v. Jackson

732 So. 2d 916, 1999 WL 33892
CourtMississippi Supreme Court
DecidedJanuary 28, 1999
Docket97-CA-00955-SCT, 97-CA-01216-SCT
StatusPublished
Cited by22 cases

This text of 732 So. 2d 916 (Jackson v. Jackson) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jackson v. Jackson, 732 So. 2d 916, 1999 WL 33892 (Mich. 1999).

Opinion

732 So.2d 916 (1999)

C.E. JACKSON, Sr., Husband And Conservator of Ilda Lee Jackson
v.
C.E. JACKSON, Jr., Joe A. Jackson, Carey M. Jackson, Hugh L. Jackson, Kathryn Lee Brister, James H. Jackson and Barbara Lee Barker.
In the Conservatorship of Ilda Lee Jackson.
C.E. Jackson, Sr.
v.
Bernell McGehee, CPA, as Appointed Conservator of the Estate of Ilda Lee Jackson.

Nos. 97-CA-00955-SCT, 97-CA-01216-SCT.

Supreme Court of Mississippi.

January 28, 1999.
Rehearing Denied April 15, 1999.

*918 Jerry W. Jackson, Haleyville, Attorney for Appellant.

Ronald L. Whittington, McComb, Attorney for Appellees.

BEFORE PRATHER, C.J., McRAE AND MILLS, JJ.

McRAE, Justice, for the Court:

¶ 1. The Chancery Court of Pike County removed C.E. Jackson, Sr., as conservator of his wife's estate. Jackson appeals offering several issues for review. While we affirm as to six of the issues, we reverse and remand in part because Mr. Jackson did not receive proper notice as to the matter of his removal as conservator.

STATEMENT OF THE CASE AND FACTS

¶ 2. This appeal arises from an order of the Chancery Court of Pike County removing C.E. Jackson, Sr., as conservator of the estate of his wife, Ilda Lee Jackson, who long had suffered from Alzheimers' Disease. Mr. Jackson was appointed conservator of Mrs. Jackson's person and estate in 1989, during the course of a boundary line dispute filed against the couple. Thereafter, in 1994, Mr. Jackson, represented by one of his sons, Jerry Jackson, who also represented the couple in the boundary line dispute, petitioned the court for approval and ratification of past charges and authority to incur various expenses including future nursing expenses. *919 The primary beneficiary of these expenses would have been Jerry Jackson, who would have been given, under the terms of the motion, a lien upon jointly held real estate and other property to secure the sums allowed to him for past and future services. The appellees here, other children of the Jacksons, objected to the expenses and moved for annual accountings, inventories and appraisals and the appointment of a guardian ad litem as well as a special commissioner. No accountings had been filed up to that time. The chancellor ordered accountings, inventories and appraisals for the years from 1989 through 1994 and, ultimately, appointed a guardian ad litem and a special master. By order dated November 6, 1996, the chancellor disallowed the request for attorney's fees and expenses as well as farm labor and nursing services which would exceed the income available in the conservatorship, and ordered the filing of amended inventories, accountings and appraisals.[1] The amended accounting reflects on its face that there are several tracts of real estate listed as joint property, but that Mr. Jackson disputes the value of his wife's estate. Finally, by order dated July 1, 1997, Mr. Jackson was removed as conservator of Mrs. Jackson's estate, but not her person, the chancellor finding that an unresolved potential conflict of interest existed which impeded Mr. Jackson's ability to serve as conservator for Mrs. Jackson. Motions for new trial and recusal of the chancellor were considered and denied.

¶ 3. Mr. Jackson now presents seven issues for this Court's review:

I. WHETHER THE CHANCELLOR ERRED IN FINDING THERE WAS A POTENTIAL CONFLICT OF INTEREST OVER OWNERSHIP OF CATTLE ACQUIRED DURING THE SIXTY-TWO YEAR MARRIAGE OF MR. AND MRS. JACKSON AS A BASIS FOR REMOVING HIM AS HER CONSERVATOR, IN ANTICIPATION OF AN EQUITABLE DIVISION OF THE CATTLE WHERE THERE WAS NO DIVORCE PROCEEDING INVOLVED NOR ANY EVIDENCE OF IMPROPER CONDUCT BY MR. JACKSON;
II. WHETHER THE CHANCELLOR ERRED IN REMOVING THE CONSERVATOR WHERE HE WAS REMOVED WITHOUT BEING GIVEN PROPER ADVANCE NOTICE OF THE CAUSE FOR HIS REMOVAL AND WITHOUT AN EVIDENTIARY DUE PROCESS HEARING TO DEFEND AGAINST THE CHARGES BEFORE BEING REMOVED;
III. WHERE THE RECORD DISCLOSED IMPORTANT, MATERIAL, AND PERTINENT FACTS AND AVAILABLE WITNESSES, WHETHER THE CHANCELLOR ERRED IN DENYING APPELLANT A HEARING TO DEFEND HIS INVENTORY AND ACCOUNTING AND IN DECIDING THE ISSUE OF APPELLANT'S REMOVAL WITHOUT ALLOWING APPELLANT TO CALL HIS WITNESSES AND PRODUCE HIS EVIDENCE TO FULLY DEVELOP THE FACTS BEFORE BEING REMOVED;
IV. WHETHER THE CHANCELLOR ERRED IN FINDING A CONFLICT OF INTEREST AND IN REMOVING THE CONSERVATOR WITHOUT FIRST GIVING THE *920 CONSERVATOR A HEARING TO DEFEND HIS RIGHT TO SERVE AND NOT TO BE REMOVED, WHERE THE REMOVAL WAS BASED UPON THE UNSWORN ALLEGATIONS IN RESPONDENTS' MOTION OR THE CHANCELLOR'S STATEMENT THAT THE WARD MIGHT OWN A JOINT OWNERSHIP INTEREST WITH HER HUSBAND, THE CONSERVATOR, IN COWS WHICH WERE ACQUIRED DURING THE MARRIAGE;
V. WHETHER THE RESPODENTS ADMITTED AND THE COURT STATED THERE WAS NO EVIDENCE OF WRONGDOING BY THE CONSERVATOR AND WHERE STATUTE 93-13-13 MISS. CODE, 1972, GRANTS APPELLANT A LEGAL RIGHT TO APPOINT AS GUARDIAN AS NEXT OF KIN UNLESS MANIFESTLY UNSUITABLE, WAS THERE JUDICIAL KNOWLEDGE OF THE CHANCELLOR PRODUCED BY SWORN WITNESSES TESTIMONY IN COURT INTO EVIDENCE SUFFICIENT TO SUPPORT THE CHANCELLOR'S FINDINGS OF A CONFLICT OF INTEREST AND ORDER OF REMOVAL OF APPELLANT;
VI. WHETHER THE CHANCELLOR ERRED IN NOT GRANTING THE CONSERVATOR'S MOTION TO RECUSE; AND
VII. WHETHER THE CHANCELLOR ERRED IN NOT CONDUCTING A HEARING ON AND DENYING THE CONSERVATOR'S MOTION FOR A MORE DEFINITE STATEMENT OF RESPONDENTS' ALLEGATIONS OF A CONFLICT OF INTEREST AND IN NOT SIGNING THE BILL OF EXCEPTIONS TENDERED BY THE CONSERVATOR.

ARGUMENTS AND DISCUSSION OF THE LAW

I. WHETHER THE CHANCELLOR ERRED IN FINDING A POTENTIAL CONFLICT OF INTEREST OVER OWNERSHIP OF CATTLE ACQUIRED DURING THE SIXTY-TWO YEAR MARRIAGE OF MR. AND MRS. JACKSON AS A BASIS FOR REMOVING HIM AS HER CONSERVATOR, IN ANTICIPATION OF AN EQUITABLE DIVISION OF THE CATTLE WHERE THERE WAS NO DIVORCE PROCEEDING INVOLVED NOR ANY EVIDENCE OF IMPROPER CONDUCT BY MR. JACKSON?

¶ 4. Only when Mr. Jackson sought approval of expenses which he had incurred over the years did his children object to his handling of their mother's affairs. At the conclusion of the litigation, the chancellor found both as a matter of fact and of law that Mr. Jackson, by vigorously contesting whether certain property acquired during their marriage was jointly owned property, had taken positions that were inconsistent with his responsibility as conservator of the estate of Mrs. Jackson, and that as a result, he had a potential conflict with the interest of his ward. The record reveals that Mr. Jackson not only contested the interest of the conservatorship in the property, but forcefully opposed the appointment of a guardian ad litem and special master to aid the court in looking into the question. Although there seems to have been some substantial real estate holdings, the chancellor's findings focused on a herd of cattle which Mr. Jackson claimed as his own, excepting only a few head.

¶ 5. All issues of law are considered de novo by this Court. Estate of Bodman v. Bodman, 674 So.2d 1245, 1248 (Miss.1996). When reviewing matters arising out of the administration of estates, this Court is mindful that the chancellor is the ultimate guardian of wards of the court, and the removal of guardians lies within the sound discretion of the chancellor, whose decision will be reversed only if *921

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Bluebook (online)
732 So. 2d 916, 1999 WL 33892, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-jackson-miss-1999.