320 Conn. 178
Conn.2016Background
- In 2007 the Connecticut legislature amended the conservatorship scheme (P.A. 07-116), replacing the former ‘best interests’ guidance with a defined set of factors (45a-650(h)).
- Douglas DeNunzio, an adult with mental distress, required a conservator; Sharon DeNunzio contested whether his father Peter DeNunzio or Sharon should be conservator.
- The Probate Court appointed an attorney and guardian ad litem and held an evidentiary hearing focused on who should be conservator, considering medical history and treatment preferences.
- The guardian ad litem, Margenot, submitted a report recommending the defendant as conservator, which the plaintiff argued was hearsay and not admissible; the court did not admit the report into evidence.
- The Probate Court, citing testimony of treating professionals and the statutory factors, appointed the defendant as conservator without bond; the Appellate and Trial Courts affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether best interests remain a proper consideration | Best interests were expressly removed by 07-116 from 45a-650, so it cannot guide the decision. | Best interests may inform or accompany the statutory factors and the court did consider the factors. | Best interests are not a factor or guide under 45a-650(h); court's reliance on it was not prejudicial. |
| Whether the Probate Court properly applied the statutory factors (45a-650(h)) | The court failed to reference or make findings tied to §45a-650(h) factors. | The court relied on the statutory factors and the weight of admissible evidence supporting the defendant. | Court reasonably applied the statutory factors and the record supports the result. |
| Whether Margenot's guardian ad litem report could be considered | The report contained hearsay and a conclusion on the ultimate issue and was not properly admissible. | The report was reviewed; even if not admitted, it did not alter the outcome and was cumulative. | Margenot's report could not be used for substantive purposes; any reliance did not prejudice substantial rights. |
Key Cases Cited
- Gross v. Rell, 304 Conn. 234 (2012) (capacity of conserved persons; focus on expressed preferences)
- Kortner v. Martise, 312 Conn. 1 (2014) (legislative history and scope of P.A. 07-116 conservatorship reforms)
- Lesnewski v. Redvers, 276 Conn. 526 (2005) (pre-07-116 best interests framework and conservatorship rights)
- Falvey v. Zurolo, 130 Conn. App. 243 (2011) (appeals regarding § 45a-650(h) factors and conservatorships)
- Cottrell v. Connecticut Bank & Trust Co., 175 Conn. 257 (1978) (disability, guardianship, and best interests principles)
- Blumenthal v. Kimber Mfg., Inc., 265 Conn. 1 (2003) (standard of review and factual support in judgments)
- Toms v. Toms, 98 S.W.3d 140 (Tenn. 2003) (guardian ad litem reports; use for non-substantive review)
