Patricia Mudlaff v. Joseph McLeod

2013 WI 76, 350 Wis. 2d 182
CourtWisconsin Supreme Court
DecidedJuly 16, 2013
Docket2011AP001177
StatusPublished
Cited by4 cases

This text of 2013 WI 76 (Patricia Mudlaff v. Joseph McLeod) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Patricia Mudlaff v. Joseph McLeod, 2013 WI 76, 350 Wis. 2d 182 (Wis. 2013).

Opinions

DAVID T. PROSSER, J.

¶ 1. These consolidated estate cases are before the court on certification from the court of appeals, pursuant to Wis. Stat. § (Rule) 809.61 (2009-10).1

¶ 2. The cases arise from competing petitions for the appointment of a personal representative and the formal administration of the estate of Nancy Ellen Laubenheimer (Laubenheimer). Joseph McLeod (McLeod) filed a petition for formal administration of Laubenheimer's estate and his appointment as personal representative. He also asserted his right, as Laubenheimer's husband, to a share of her estate. Patricia Mudlaff (Patricia), Laubenheimer's stepdaughter, also filed a petition for formal administration and appointment as personal representative. Patricia asserted that Laubenheimer's marriage to McLeod was invalid because Laubenheimer lacked the mental capacity to consent to the marriage to McLeod. Thus, Patricia asked the circuit court to declare Laubenheimer's marriage void, making McLeod ineligible to receive a share of Laubenheimer's estate.

¶ 3. The principal issue in this case is whether a court has the authority to declare a marriage void after the death of one of the parties to the marriage.

¶ 4. The Washington County Circuit Court2 rejected Patricia's argument, concluding that annulment [186]*186was the only method to void a marriage and that a Wisconsin statute prohibits annulment after the death of one of the parties to the marriage.

¶ 5. We reverse. In Ellis v. Estate of Toutant (Estate of Toutant), 2001 WI App 181, 247 Wis. 2d 400, 633 N.W.2d 692, the court of appeals held that there is a fundamental distinction between annulment and a judicial declaration that a marriage is void. The court of appeals further held that in an estate action challenging a marriage, a court may use its declaratory judgment powers to declare that a marriage prohibited by law was void and incapable of validation by the parties to the marriage.

¶ 6. We conclude that the holdings and analysis in Estate of Toutant are correct. Annulment is certainly an appropriate remedy to void a marriage when the parties to the marriage are still alive, but it is not the exclusive remedy to challenge the validity of a marriage. The common law drew a distinction between an annulment and a declaration that a marriage was void, especially a declaration after the death of one of the parties. Our statutes and case law have preserved that distinction.

¶ 7. Wisconsin Stat. ch. 765 sets out the criteria for a valid marriage in this state. Failure to meet one of these criteria will often result in a void marriage. An action under the Uniform Declaratory Judgments Act (the UDJA) is the established mechanism for testing the validity of a marriage in an estate case because the UDJA explicitly provides standing for interested parties in an estate action.

¶ 8. The change in the annulment statute in 2005 Wis. Act 443 did not alter the holdings in the Estate of Toutant case. There is no evidence that the legislature sought to curtail a court's power to address fraud, mistake, and other exigencies in a disputed marriage in [187]*187order to "declare rights, status, and other legal relations." Wis. Stat. § 806.04(1). Limiting a court's power to address these issues would effectively shut off declaratory remedies for parties in an estate action.

¶ 9. We remand the case to the circuit court for further action consistent with this opinion.

I. FACTUAL BACKGROUND & PROCEDURAL HISTORY

¶ 10. Nancy and Luke (Luke) Laubenheimer were married 30 years before Luke's death in 2001. Their marriage produced no children, but Luke had three children from a previous marriage. Two of those children, Patricia and Millard (Millard) Laubenheimer, are parties in this case. Laubenheimer never adopted Luke's children.

¶ 11. Laubenheimer executed a will in 1999 leaving the bulk of her estate to Luke, but if Luke died before she did, the bulk of Laubenheimer's estate was to be distributed to Luke's children. Laubenheimer did not alter this will in the decade after Luke's death.

¶ 12. Laubenheimer suffered a stroke in January 2007. From that time until her death in February 2009, Laubenheimer also suffered from hypertension, insulin-dependent diabetes, and renal failure. At some point, McLeod came to live with Laubenheimer. McLeod claims that he lived with her beginning in July 2003. His presence in her home clearly preceded March 2007.3

[188]*188¶ 13. On October 1, 2008, Community Memorial Hospital in Menomonee Falls admitted Laubenheimer with stroke-like symptoms, including "right side weakness, difficulty speaking, and facial droop." Two doctors at the hospital noted Laubenheimer's diminished mental capacity. On October 11, Dr. Lisa M. Rich and Dr. Colleen Poggenburg signed a "Statement of Incapacitation," concluding that Laubenheimer was "unable to receive and evaluate information effectively or to communicate decisions" and that she lacked the capacity to make health care decisions. The Statement of Incapacitation activated Laubenheimer's health care power of attorney, which designated Laubenheimer's cousin, Diane Kulpa, to serve in that capacity. Laubenheimer's mental state purportedly never improved and the health care power of attorney remained in effect until she died.

¶ 14. On October 13, 2008, Laubenheimer was transferred from Community Memorial Hospital to Virginia Highlands Health and Rehabilitation Center (Virginia Highlands), a nursing home in Washington County. From the time of her admittance to Virginia Highlands until her death on February 5, 2009, Laubenheimer was treated by Dr. Dirk Steinert, the attending physician at the nursing home.

¶ 15. McLeod removed Laubenheimer from Virginia Highlands on October 27, 2008, to obtain a marriage license. He removed her again on November [189]*18934 for a marriage ceremony before Washington County Court Commissioner Jeffrey A. Jaeger. McLeod did not inform Laubenheimer's family, friends, doctors, or social workers about the wedding. A representative of a medical insurance carrier for Laubenheimer was the first to communicate the marriage of Laubenheimer and McLeod to a member of the Virginia Highlands staff.

¶ 16. On January 13, 2009, Patricia filed petitions in Washington County Circuit Court seeking temporary and permanent guardianship of the person and the estate for Laubenheimer, as well as protective placement.5 Patricia's guardianship petition alleged that Laubenheimer "suffer[ed] from severe cognitive disability due to several strokes." In addition, the guardianship petition claimed that McLeod "continues to interfere] with [Laubenheimer's] necessary health care in contravention of the direction of [Laubenheimer's] health care power of attorney." One example of this interference, according to the petition, was McLeod [190]*190discharging Laubenheimer from Virginia Highlands against medical advice. Patricia alleged that Laubenheimer needed a guardian to readmit her to the nursing home.

¶ 17. Patricia's guardianship petition also contained an examining physician's report from Dr. Steinert, opining that Laubenheimer was incompetent and in need of a guardian.

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2013 WI 76, 350 Wis. 2d 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patricia-mudlaff-v-joseph-mcleod-wis-2013.