Sanford v. Murdoch

285 S.W.3d 620, 374 Ark. 12, 2008 Ark. LEXIS 418
CourtSupreme Court of Arkansas
DecidedJune 19, 2008
Docket08-265
StatusPublished
Cited by7 cases

This text of 285 S.W.3d 620 (Sanford v. Murdoch) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sanford v. Murdoch, 285 S.W.3d 620, 374 Ark. 12, 2008 Ark. LEXIS 418 (Ark. 2008).

Opinion

Rc a obert L. Brown, Justice.

Appellant Josh Sanford, an a ^attorney with the Sanford Law Firm, PLLC, of Rus-

sellville, appeals from an order of the circuit court, ordering him to pay $2,492.11 in attomey-ad-litem fees to Timothy W. Murdoch, an attomey-ad-litem appointed for Marilyn Martin, who was Sanford’s former client. We affirm the circuit court’s order.

Since 2004, Sanford had represented and advised Martin in a variety of legal matters, including the planning of her estate. 1 As such, documents relevant to her financial and estate planning were in Sanford’s possession. Included in these documents was Martin’s Last Will and Testament, executed on November 21, 2002, which left all of her property to the Marilyn Ann Martin Living Trust, also executed on November 21, 2002. Upon the death of the settlor of the trust, the trust estate would go to Martin’s mother, Emily Echols, if living, for whom Martin was the guardian and caregiver, and then to the S.P.C.A. No-Kill Center in Las Vegas, Nevada. The Living Trust was amended on July 2, 2004, naming Marilyn Martin as trustee and two friends as successor trustees.

In June of 2007, Martin first reported to her primary care physicians in Russellville that she was having difficulty concentrating and expressing herself and was suffering from memory lapses. Soon thereafter, Martin was diagnosed with a malignant brain tumor, and her communication, comprehension, and memory problems continued to worsen. Martin, however, decided to forego medical treatment and seek hospice care.

On August 17, 2007, Sanford was granted a durable power of attorney by Martin to handle her affairs. The following day, the Martin Living Trust was amended, naming Sanford as trustee upon the death or incapacity of the settlor, and providing for the trustee to hold the entire estate for the benefit of Emily Echols upon the death of the settlor. 2 Upon the death of Emily Echols, ten percent of the estate would go to the S.P.C.A. No-Kill Center and the remaining ninety percent would be divided equally between two friends.

Sometime after Martin’s diagnosis, Martin’s niece, June Morgan, and her husband, Robert, traveled to Arkansas from California to visit Martin. On August 25, 2007, Martin revoked Sanford’s power of attorney and granted a durable power of attorney to Morgan. Martin then executed a new Last Will and Testament on August 31, 2007, in California, leaving her entire estate to Morgan. 3 Morgan then requested that Sanford deliver the financial and estate-planning documents in his possession to her. Sanford refused and contested Martin’s competency at the time his power of attorney was revoked.

On September 13, 2007, Morgan, through local counsel, filed a Petition for Ante-Mortem Probate and for Ex-Parte Relief. The petition requested that the circuit court declare Martin’s August 31, 2007 will valid and effective and order Sanford to produce the documents in question. On September 20, 2007, the circuit court entered an order appointing Timothy W. Murdoch as attorney-ad-litem for Martin for the purpose of determining her mental competency. At the same time, the circuit court ordered Sanford to provide Murdoch with all documents in his possession belonging to Martin and also ordered Morgan to provide Murdoch with Martin’s medical records so that Murdoch could determine whether Martin was competent to receive her financial and estate planning documents.

On October 1, 2007, Sanford filed a motion to dismiss Morgan’s Petition for Ante-Mortem Probate and argued that because Martin had moved to California with Morgan, the circuit court did not have jurisdiction to determine the validity of the will. On October 6, 2007, Martin died in California. Her mother, Emily Echols, continued to live near Russellville.

On October 11, 2007, Murdoch filed an ad-litem report in which he ultimately concluded that the financial and estate-planning documents should be returned to Martin’s estate and that Martin was competent when she revoked Sanford’s power of attorney and executed the new will. In his report, Murdoch stated that after interviewing both lay witnesses and Martin’s physicians, he observed that the lay testimony was somewhat at odds with the medical testimony. Several lay witnesses believed that Martin “did not know what was going on” by late August of 2007. Martin’s physicians, on the other hand, and specifically Dr. Michael Kaploe, Martin’s primary care physician, indicated that though Martin was aphasic, she was “still decisional” and had no problems understanding matters during an August 27, 2007 clinic visit. Murdoch gave considerable weight to Dr. Kaploe’s opinion, as Dr. Kaploe had been Martin’s primary care physician for several years, and Murdoch believed that Dr. Kaploe was in the best position to determine Martin’s cognitive status.

On October 25, 2007, the circuit court conducted a hearing with Sanford and Murdoch present, at which time Sanford told the court that he had no objection to attorney-ad-litem fees being paid to Murdoch. The issue as to who would pay the fees was not discussed. Murdoch was orally discharged as attorney-ad-litem by the circuit court at the same hearing.

On October 29, 2007, Murdoch filed a motion for payment of fees for his ad-litem work. Morgan responded that Sanford should be ordered to pay Murdoch’s attorney’s fees because his refusal to produce Martin’s financial and estate-planning documents and his questioning of her mental competency necessitated the need for an attorney-ad-litem. Sanford replied that Martin’s estate was the proper party to bear the expense of Murdoch’s ad-litem work, as there was no legal authority for the circuit court to assess the fees against any party other than Martin’s estate.

On October 30, 2007, the circuit court entered an order, ruling that based on Murdoch’s ad-litem report, Morgan was entitled to possession of all of Martin’s property. The circuit court also directed Murdoch to provide the court with a Verified Fee Petition. On November 7, 2007, the circuit court ordered Sanford to pay Murdoch’s ad-litem fee in the amount of $2,492.11. Sanford then filed an objection to that order and contended that there was no statutory basis for an assessment for other ad-litem work under these circumstances in a probate proceeding. In addition, Sanford argued that the circuit court lacked authority to appoint an attorney-ad-litem for Martin, and even if there was authority to do so, the circuit court failed to make a determination that Martin was incompetent first, as required by statute. As a final point, Sanford claimed that the circuit court violated Arkansas Code Annotated § 28-1-112 (Repl. 2004), when it appointed an attorney-ad-litem without notice, without a hearing, and without adequate time to respond to the underlying petition. 4

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Bluebook (online)
285 S.W.3d 620, 374 Ark. 12, 2008 Ark. LEXIS 418, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sanford-v-murdoch-ark-2008.