Suplee v. Stonebraker

195 N.W.2d 678, 1972 Iowa Sup. LEXIS 746
CourtSupreme Court of Iowa
DecidedMarch 16, 1972
Docket54751
StatusPublished
Cited by5 cases

This text of 195 N.W.2d 678 (Suplee v. Stonebraker) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Suplee v. Stonebraker, 195 N.W.2d 678, 1972 Iowa Sup. LEXIS 746 (iowa 1972).

Opinion

REYNOLDSON, Justice.

This is an appeal from district court order terminating a conservatorship. We reverse and remand.

On March 25, 1968 Stonebraker filed a voluntary petition for appointment of conservator, reciting his inability to manage his property because of his age (76), and requesting appointment of his granddaughter, Frances Kay Mennes. This nominee was routinely appointed. Her inventory itemized a time certificate of deposit, $5000; checking account, $3018.31; and the balance remaining on farm contract, $45,000; a total of $53,018.31.

Nothing further was filed in the conser-vatorship until December 3, 1969, when an application was filed by Gladys Suplee, the ward’s daughter. It recited her relationship as ward’s only child, and alleged the ward had left his home in Exira and was staying with conservator at various locations in North Dakota and Montana. Application requested conservator be ordered to file her first report and accounting.

*680 Pursuant to order entered, conservator on January 16, 1970 filed a “First Annual Report and Accounting” purporting to itemize receipts and disbursements. The daughter’s objections, filed three days later, raised a number of accounting questions, some of which related to expenditures in even one-hundred dollar increments, unidentified disbursements, the absence of cancelled checks or vouchers, and the. total expenditure of approximately $16,000 without court order. She prayed for appointment of guardian ad litem to represent the ward.

Probate court fixed time of hearing on report and appointed an attorney from Ex-ira as guardian ad litem. His report noted a brief interview with the ward who “appeared to be in fairly good physical and mental health for a man of his years.” This interview was in conservator’s presence. Reporting further, guardian ad litem indicated the ward and his wife had been frugal. Relatives and friends interviewed thought he should have had more assets than were disclosed by conservator’s inventory. (A 1950 mortgage in the initial sum of $11,000 had been paid off in 1961; in 1962 he had sold other farm land for $28,000; he had a farm sale just prior to the opening of the conservatorship.) The guardian ad litem recommended examination of conservator to determine unlisted assets.

Specific objections were raised by guardian ad litem because no vehicles were on conservator’s inventory although conservator had made expenditures for gasoline and licenses for a car and a pickup. It was alleged conservator’s report showed $1700 in improvements on an Exira lot belonging to conservator and her husband. Further objection was made because $1000 was disbursed for down payment on a North Dakota home owned by conservator and her husband. Unusual expenditures in round figures were noted as was the absence of cancelled checks or vouchers. Other objections were similarly pertinent.

In what was apparently an ex parte order dated March 2, 1970, trial court overruled some objections but as to others ordered conservator to make further explanation and to file her cancelled checks and bank statements.

Conservator never complied with this order. Instead, there was filed an instrument obviously drafted by an attorney, executed by the ward, and captioned “Statement Pursuant to Court Order of March 2, 1970.” This statement alleged ward’s ownership of an automobile and that “ * * * I no longer own any other motor vehicles.” Expenditures for Exira lot improvements were asserted to be for his benefit in order to utilize it as a mobile home location. It was alleged he intended to bequeath the conservator a certain portion of his estate and that he had given her gifts, including $1000 paid on the North Dakota home. The “Statement” asserted the ward waived all accounting and was competent to manage his affairs.

On June 5, 1970, trial court approved the first report and accounting of conservator. There was no notice to plaintiff daughter and no record indication of appearance by any interested party or guardian ad litem. Ten days later, plaintiff, on behalf of her father as next friend, filed motion to set aside this order and grant a new trial. This motion was overruled.

“Application for Dismissal of Conservator and Bond Discharged,” executed by the ward, was filed June 30, 1970. The application alleged ward’s capability to manage his own property. It was asserted he had by will left practically all his property to the conservator and he was “being well cared for by her and her husband.” He again waived accounting and alleged change of residence to North Dakota.

On the date it was filed, the petition came on for hearing. The guardian ad li-tem, paid the sum of $50 for past services by prior order, did not appear. The ward appeared, as did attorney for conservator *681 and plaintiff’s attorney, Mr. Larson. The following record was made in chambers:

“MR. LARSON: Let the record show that I appear in this matter only for the purpose of submitting the motion for a new trial filed by Gladys Suplee, and said motion having been overruled, for no other purpose.”
“THE COURT: Thereupon the Court and counsel for the ward proceed to a hearing on the ward’s application. All right, I am ready to proceed.”

The “counsel for the ward” was conservator’s designated attorney of record.

There followed an interrogation of the ward by counsel and court. Conservator was examined by her attorney. All this was without participation by plaintiff’s counsel or a guardian ad litem. The ward’s testimony, set out in transcript form, discloses his age as 79. His thinking processes were obviously slow; in many instances his memory for recent and ancient events was non-existent. Typical of his confusion is this sequence of testimony:

“Q. You live in North Dakota, isn’t that right? A. Yeah.
“Q. How does that come about? Tell the Court how that happened? A. Well, I suppose I have my farm there.”

The ward owned no farm in North Dakota. His last remaining Iowa farm had been sold.

The evidence developed conservator had spent most of her childhood in the ward’s home. At time of trial the latter was being cared for by conservator and her husband. Responding to court’s questions, Stonebraker testified he intended to leave his property to conservator and her children. Testimony further indicated plaintiff, a resident of Colorado, had little contact with the ward. Both ward and conservator testified they intended to continue living outside Iowa.

After hearing the evidence probate court stated:

“ * * * the Court is satisfied beyond any doubt that his interests will be best served by terminating the guardianship [sic], and the record is ample to sustain the conclusion that his granddaughter and his granddaughter’s children are the only family he has, that he can really call close to him, and they are the natural object of his bounty and whatever he has done for them or expects to do in the future is his own business, and I now sign the order terminating the guardianship.”

The order of termination included a finding of the ward’s competency. Plaintiff’s second motion for new trial was overruled.

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Related

Hedin v. Gonzales
528 N.W.2d 567 (Supreme Court of Iowa, 1995)
Matter of Guardianship of Hedin
528 N.W.2d 567 (Supreme Court of Iowa, 1995)
Matter of Guardianship & Conservator. of Cavin
333 N.W.2d 840 (Supreme Court of Iowa, 1983)
Matter of Estate of Herm
284 N.W.2d 191 (Supreme Court of Iowa, 1979)
In Re the Conservatorship of Schrock
211 N.W.2d 327 (Supreme Court of Iowa, 1973)

Cite This Page — Counsel Stack

Bluebook (online)
195 N.W.2d 678, 1972 Iowa Sup. LEXIS 746, Counsel Stack Legal Research, https://law.counselstack.com/opinion/suplee-v-stonebraker-iowa-1972.