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Appellate court upholds guardian appointment

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The Indiana Court of Appeals affirmed the appointment of a third-party guardian for an incompetent adult because a disinterested person may hopefully prevent unnecessary disputes caused by mistrust between the woman's children and husband.

In In the matter of the guardianship of Winona E. Brewer, adult; Debra J. Ault, Rebecca L. Pavone, and Elizabeth S. Elia-Gold v. Robert Brewer, No. 36A04-0907-CV-407, Winona Brewer's adult daughters appealed the appointment of Susan Bevers as guardian of Winona's estate. Their mother had married Robert Brewer later in life and kept separate accounts from Robert. She relied on the assistance of her daughters, Debra Ault, Rebecca Pavone, and Elizabeth Elia-Gold to help take care of her home in California and pay bills.

After suffering a stroke, Winona signed a general power of attorney document appointing her daughters as co-attorneys-in-fact. Nearly a month later, Robert filed a petition to be appointed as Winona's guardian; Ault then filed a petition to be appointed guardian. The trial court appointed Bevers as a guardian ad litem, who determined a guardian would be in Winona's best interest given how at some times she would be cognizant and other times she would "fade off."

The daughters then argued that appointing a guardian wasn't necessary because the power of attorney had been established and no petition had been filed to amend or revoke it. The trial court found Winona was incompetent when she signed the POA document, appointed Bevers as guardian, and allowed her to merge many of Winona's accounts into one to manage.

The daughters argued that the trial court abused its discretion by appointing a guardian because there was a durable power of attorney. Additionally, they argued that if a guardian was properly appointed, the trial court abused its discretion by not appointing one of the designated co-attorneys-in-fact.

But the general POA document wasn't valid because Winona had been found incompetent by her doctor just three days before signing it despite her apparent coherence the day she signed it. Bevers also found Winona's understanding was intermittent and noted that Winona didn't want Ault to be her guardian, which contradicted portions of the general POA, wrote Judge Patricia Riley.

The daughters are also estopped from denying their mother's incompetence because of the evidence showing she was incompetent just days before signing.

"Therefore, (Winona) made no nomination in a power of attorney that would make applicable the considerations of Indiana Code Section 30-5-3-4, or the priorities favoring attorneys-in-fact in Indiana Code Section 29-3-5-4 and 5," she wrote.

Also, given the hostility between Robert and the daughters, it's in Winona's best interest to have a third party appointed guardian to avoid a protracted legal fight.

The appellate court also affirmed the trial court authorization that Bevers could unify Winona's accounts for administration under her authority as guardian over the estate.

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  1. Im very happy for you, getting ready to go down that dirt road myself, and im praying for the same outcome, because it IS sometimes in the childs best interest to have visitation with grandparents. Thanks for sharing, needed to hear some positive posts for once.

  2. Been there 4 months with 1 paycheck what can i do

  3. our hoa has not communicated any thing that takes place in their "executive meetings" not executive session. They make decisions in these meetings, do not have an agenda, do not notify association memebers and do not keep general meetings minutes. They do not communicate info of any kind to the member, except annual meeting, nobody attends or votes because they think the board is self serving. They keep a deposit fee from club house rental for inspection after someone uses it, there is no inspection I know becausee I rented it, they did not disclose to members that board memebers would be keeping this money, I know it is only 10 dollars but still it is not their money, they hire from within the board for paid positions, no advertising and no request for bids from anyone else, I atteended last annual meeting, went into executive session to elect officers in that session the president brought up the motion to give the secretary a raise of course they all agreed they hired her in, then the minutes stated that a diffeerent board member motioned to give this raise. This board is very clickish and has done things anyway they pleased for over 5 years, what recourse to members have to make changes in the boards conduct

  4. Where may I find an attorney working Pro Bono? Many issues with divorce, my Disability, distribution of IRA's, property, money's and pressured into agreement by my attorney. Leaving me far less than 5% of all after 15 years of marriage. No money to appeal, disabled living on disability income. Attorney's decision brought forward to judge, no evidence ever to finalize divorce. Just 2 weeks ago. Please help.

  5. For the record no one could answer the equal protection / substantive due process challenge I issued in the first post below. The lawless and accountable only to power bureaucrats never did either. All who interface with the Indiana law examiners or JLAP be warned.

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