Robert H. Goode v. Stephanie McGuire

Court of Appeals of Texas·Decided August 15, 2023·No. 01-21-00535-CV·Published

Opinion

Opinion issued August 15, 2023

In The

Court of Appeals

For The

First District of Texas

Goode). In this appeal, Robert H. Goode (“Bob”) challenges the probate court’s order appointing Catherine Wylie as the guardian of the estate of his incapacitated wife, Lockie Goode. In his first issue, Goode asserts that the order is void for several reasons, including lack of subject matter and personal jurisdiction, lack of service, and failure to comply with certain statutory notice provisions. In his second issue, he asserts that the evidence did not support a finding that he was unsuitable to serve as guardian of Lockie’s estate. In his third issue, he asserts that the probate court deprived him of his right to a jury trial on the question of whether Stephanie McGuire, who had instituted the guardianship proceedings, acted in good faith and was therefore entitled to attorney’s fees and expenses.

We affirm.

Background

I. Prior appeal and guardianship of the person In the prior appeal, we detailed the evidence leading up to the imposition of a guardianship of the person for Lockie. Goode, 2021 WL 4432534, at *1. After Lockie had begun experiencing memory issues related to Alzheimer’s disease, Bob left her alone for an extended period while he had back surgery and recuperated at a senior living facility. Id. Lockie needed help, and she reached out to friends, who, in turn, contacted her relatives, including her half-sister, Stephanie McGuire. Id. Lockie temporarily moved out of the marital home because it was unsafe and

uninhabitable. Id. Lockie and Bob lived apart for more than six months before reuniting. Id. at *2.

McGuire instituted guardianship proceedings, and Bob also sought to be appointed as her guardian. Id. In December 2019, the probate court appointed an unrelated person to be the guardian of Lockie’s person, and, after finding that Bob was “unsuitable to serve as community administrator for Lockie’s estate,” the court ordered that a management trust be created for Lockie’s benefit instead of appointing a guardian of Lockie’s estate. Id. at *5.

Bob appealed the order appointing a permanent guardian of Lockie’s person and the order creating the management trust. On appeal, we affirmed the order appointing a guardian of Lockie’s person, but we did not reach the challenge to the creation of the management trust because, by the time the appeal was briefed for submission, the probate court had terminated the management trust and appointed Catherine Wylie to be the temporary guardian of Lockie’s estate, pending contest.1 II. Guardian of the estate proceedings A. McGuire and Bob file competing applications.

In late April 2020, McGuire filed an application for appointment of a guardian of the estate for Lockie. After Bob objected to McGuire’s application, McGuire also sought appointment of a temporary guardian of the estate pending

1 See TEX. EST. CODE § 1022.002 (providing that probate court has continuing jurisdiction until guardianship is settled or closed).

contest. She alleged that Lockie had a one-half community interest in real and personal property worth about $2 million. McGuire also alleged that Lockie’s son, Guy Chandler Roberts, supported the appointment of a guardian of Lockie’s estate.

Bob objected to McGuire’s applications for a permanent and temporary guardian of Lockie’s estate. He filed a competing application for appointment of a guardian of Lockie’s estate and, alternatively, sought the use of a less restrictive option to manage her assets, such as his appointment as community administrator or placing all the couple’s outstanding assets into a preexisting irrevocable trust. Bob argued that, if the court appointed a guardian of the estate, it should be him because he had priority as Lockie’s spouse. In the alternative, Bob asked that his daughter or Robert Stafford Cooper be appointed guardian of Lockie’s estate. Bob also demanded a jury.

B. McGuire asserts that Bob is unsuitable to be guardian of Lockie’s estate.

At a hearing in July 2020, McGuire’s attorney argued that the determination of whether a person is suitable to serve as a community administrator involved the same facts and factors as a determination of whether a spouse is disqualified from serving as guardian of his spouse’s estate. McGuire’s attorney argued that because the court held a hearing in December 2019 and determined that Bob was not suitable to serve as a community administrator, no further evidentiary hearing was needed, and she urged the court to appoint an independent guardian of the estate.

She also argued that Bob had failed to respond to a significant amount of discovery relevant to more recent events. Notably, Bob had not provided her a copy of the irrevocable trust, despite discovery requests.

C. The court decides to hold a bench trial due to the COVID-19 pandemic and appoints Catherine Wylie temporary guardian of Lockie’s estate.

The court decided to hold a trial on whether Bob was disqualified from serving as guardian of Lockie’s estate. The court acknowledged that Bob had demanded a jury trial, but it noted that because of the Texas Supreme Court’s COVID-19 pandemic-related orders, there would be no jury trials in September 2020. The court did not set the case for trial, and about a week after the July hearing, the court appointed Catherine Wylie to serve as temporary guardian of Lockie’s estate, pending contest. D. Discovery, sanctions, and McGuire’s allegations of bad faith In January 2021, McGuire sought to compel discovery and obtain sanctions for discovery abuse. McGuire argued Bob responded to her June 2020 discovery requests with 900 objections and some responses that McGuire maintained were inadequate. In her motion, she refuted each of Bob’s objections. The court granted the motion for sanctions against Bob’s attorneys, finding that they had provided false information to the court, and the court ordered Bob to comply with McGuire’s discovery requests.

In early March 2021, McGuire responded to Bob’s amended objection to her application for appointment of a guardian of Lockie’s estate. She asserted that Bob had claims adverse to Lockie’s interest, had previously been found to be disqualified from serving as community administrator, and was incapable of prudently managing Lockie’s estate. McGuire asserted that Bob: (1) did not accept Lockie’s lack of mental capacity or inability to make financial decisions, (2) caused her to change her estate plan, (3) controlled her financial life, (4) did not timely pay bills, (5) failed to use her assets to pay for her care, (6) used her assets to pay his legal fees, (7) allowed their properties to fall into serious disrepair, (8) failed to recognize the danger and financial harm to Lockie of his hoarding disorder, (9) mismanaged and misapplied Lockie’s assets, (10) failed to deliver Lockie’s assets to the temporary guardian of Lockie’s estate, (11) failed to comply with rules and court orders, and (12) had been sanctioned for discovery abuse.

McGuire did not expressly request attorney’s fees, but she pleaded that Bob and his attorneys “have not acted in good faith and for just cause” and that Bob had “acted in bad faith in pursuing his application to be appointed community administrator.” McGuire prayed for “a final judgment denying [Bob’s] applications and granting [her] application and for such other relief at law or in equity to which [she] is entitled.” McGuire filed a traditional motion for summary judgment

asserting res judicata as to Bob’s ability to serve as community administrator or as guardian of Lockie’s estate.

E. Wylie becomes successor guardian of Lockie’s person and moves her to a memory care facility.

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Robert H. Goode v. Stephanie McGuire, (Tex. Ct. App. 2023).

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