Sauk County v. W. B.

CourtCourt of Appeals of Wisconsin
DecidedSeptember 9, 2022
Docket2021AP000322
StatusUnpublished

This text of Sauk County v. W. B. (Sauk County v. W. B.) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sauk County v. W. B., (Wis. Ct. App. 2022).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. September 9, 2022 A party may file with the Supreme Court a Sheila T. Reiff petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2021AP322 Cir. Ct. No. 2020GN38

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT IV

IN THE MATTER OF THE CONDITION OF W.B.:

SAUK COUNTY,

PETITIONER-RESPONDENT,

V.

W. B.,

RESPONDENT-APPELLANT.

APPEAL from orders of the circuit court for Sauk County: MICHAEL P. SCRENOCK, Judge. Affirmed.

Before Kloppenburg, Graham, and Nashold, JJ.

¶1 NASHOLD, J. W.B. appeals circuit court orders for guardianship and protective placement. W.B. does not dispute that he meets the pertinent statutory criteria for guardianship and protective placement under WIS. STAT. No. 2021AP322

§§ 54.10(3)(a) (2019-20)1 and 55.08(1), respectively. W.B. argues, however, that his health care power of attorney renders guardianship (and, by extension, protective placement) unnecessary. See WIS. STAT. § 54.46(1)(a)2. (the circuit court “shall dismiss the petition” for guardianship if “[a]dvance planning by the ward, as specified in [§] 54.10(3)(c)3., renders guardianship unnecessary”); § 54.10(3)(c)3. (“advance planning” includes a health care power of attorney under WIS. STAT. ch. 155); see also WIS. STAT. § 55.06 (protective placement may be ordered only for an individual “adjudicated incompetent”); WIS. STAT. § 54.01(16) (an “‘[i]ndividual found incompetent’ means an individual who has been adjudicated by a court as meeting the [guardianship] requirements of [§] 54.10(3)”).

¶2 We disagree that W.B.’s health care power of attorney renders guardianship and protective placement unnecessary. Accordingly, we affirm.

BACKGROUND

¶3 The following facts are not in dispute. In 2012, W.B. executed a durable power of attorney and a health care power of attorney, each naming his son, J.B., as agent. In 2015, W.B. suffered a stroke and was found to be incapacitated, and his health care power of attorney was activated.2 At J.B.’s

1 All references to the Wisconsin Statutes are to the 2019-20 version unless otherwise noted. 2 Unless the power of attorney instrument states otherwise, “an individual’s power of attorney for health care takes effect upon a finding of incapacity by 2 physicians … or one physician and one licensed advanced practice clinician, who personally examine the principal and sign a statement specifying that the principal has incapacity.” WIS. STAT. § 155.05(2). “‘Incapacity’ means the inability to receive and evaluate information effectively or to communicate decisions to such an extent that the individual lacks the capacity to manage his or her health care decisions.” WIS. STAT. § 155.01(8).

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direction, W.B. was placed in a nursing home facility with twenty-four-hour supervision. W.B. has lived there since.

¶4 In 2020, the County filed the instant petitions for guardianship of the person and the estate and for protective placement. The County also filed accompanying reports of an examining physician and an examining psychologist. In addition, the circuit court ordered and received reports from a County social worker and an independent evaluator. According to one or more of these reports, W.B. had repeatedly expressed the wish to leave his nursing home, for example, by moving to a cabin that he owned in northern Wisconsin. W.B. stated that he planned to ask a member of the nursing staff to marry him and that the nurse had agreed to live with him and assist him. In reality, there was no such agreement, and W.B. could not safely care for himself. Thus, the nursing home sought the County’s intervention on the grounds that guardianship and protective placement were necessary to prevent W.B. from moving out of the facility.

¶5 The circuit court held a hearing at which three examining experts and two County social workers testified to W.B.’s need for guardianship and protective placement under the statutory standards. See WIS. STAT. §§ 54.10(3)(a), 55.08(1). The parties further disputed the legal effect of W.B.’s existing powers of attorney. According to the County and W.B.’s guardian ad litem, the court needed to invalidate these directives and order guardianship and protective placement to prevent W.B. from moving out of the nursing home. The County argued, “[A]s the [c]ourt is well aware, the power of attorney cannot mandate placement, [so] when a proposed ward starts saying they’re going to leave … something has to be done.” W.B., in contrast, argued that under WIS. STAT. § 54.46(1)(a)2., the court was required to dismiss the petitions because W.B.’s health care power of attorney rendered them unnecessary. Specifically,

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W.B. pointed to a provision in the health care power of attorney, which states, “[T]his designation will permit my designee to … authorize my admission to or transfer from a health care facility.”

¶6 In attempting to resolve this dispute, the circuit court asked the parties whether, without a protective placement order, there was “any legal impediment to” W.B.’s leaving the facility. W.B.’s counsel repeatedly responded that he did not know the answer to this question; nor did he dispute the County’s representation that a power of attorney instrument does not allow an agent to “mandate placement” over the principal’s objection.

¶7 Based on these representations, the circuit court declined to dismiss the petitions, noting that the issue of whether W.B. could leave the nursing home without a protective placement order was “the whole reason that we’re here.” The court found that W.B. had made “statements to multiple people that he intended to go live at his cabin up north”; that W.B. had stated that he would marry someone who would take care of him; that no one had in fact agreed to undertake that role; and that W.B.’s failure “to actually leave the nursing home facility” was in part due to the “level of supervision that he currently receives there.” The court further determined that W.B. met the statutory criteria for guardianship of the person and estate and for protective placement, and it entered those respective orders. The guardianship order revokes the powers of attorney and names J.B. as guardian. W.B. appeals.

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DISCUSSION

I. Principles of Law and Standard of Review

¶8 The criteria for a guardianship are set forth in WIS. STAT. § 54.10(3)(a). Pertinent here, to obtain guardianship of the person,3 the petitioner must first prove that, “because of an impairment, the individual is unable effectively to receive and evaluate information or to make or communicate decisions to such an extent that the individual is unable to meet the essential requirements for his or her physical health and safety.” Sec. 54.10(3)(a)2. “‘Impairment’ means a developmental disability, serious and persistent mental illness, degenerative brain disorder, or other like incapacit[y].” WIS. STAT. § 54.01(14). Second, the petitioner must show that “[t]he individual’s need for assistance in decision making or communication is unable to be met effectively and less restrictively through appropriate and reasonably available training, education, support services, health care, assistive devices, a supported decision- making agreement under [WIS. STAT.] ch. 52, or other means that the individual will accept.” Sec. 54.10(3)(a)4. These elements must be established by clear and convincing evidence. Sec. 54.10(3)(a).

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Bluebook (online)
Sauk County v. W. B., Counsel Stack Legal Research, https://law.counselstack.com/opinion/sauk-county-v-w-b-wisctapp-2022.