in Re Conservatorship of William Daniel Jacob
329390
| Mich. Ct. App. | Jan 17, 2017Background
- Petitioner (sister) sought appointment of a conservator for her brother, William Jacob, alleging chronic drug and alcohol use led him to be unable to manage his property and finances.
- Probate court initially appointed a temporary conservator; an evidentiary hearing followed.
- Respondent earns about $160,000–$180,000 annually from family business distributions but moved to Las Vegas in 2012.
- Respondent’s brokerage account held approximately $248,000 (described in record alternatively as $268,000) in 2012 and was depleted to zero by the end of 2014; respondent could not account for the depletion and refused to say how much was spent on drugs.
- Record included admissions of illicit drug use, prior rehab treatment, multiple probation violations from failed drug tests, two DUI convictions, and prior PPOs from former girlfriends.
- The probate court appointed Jennifer Kelly as permanent conservator over respondent’s estate; respondent appealed.
Issues
| Issue | Petitioner’s Argument | Respondent’s Argument | Held |
|---|---|---|---|
| Whether clear and convincing evidence supported appointment of a conservator under MCL 700.5401(3)(a),(b) | Petitioner argued respondent’s chronic drug use and history of dissipating large sums showed inability to manage affairs and risk of wasting assets. | Respondent argued drug use or cognitive impairment alone is insufficient and past waste does not legally establish inability to manage finances. | Court affirmed: clear and convincing evidence showed chronic drug use caused inability to manage affairs and risk of dissipation of assets, permitting conservator appointment. |
| Whether the same underlying condition (drug use) can satisfy both inability and waste elements | Petitioner argued the record supports using the same condition for both statutory elements when it bears on each. | Respondent argued the court improperly conflated the two statutory standards by relying on one condition for both findings. | Court held the statute permits the same underlying condition to support both elements and the record justified both findings. |
Key Cases Cited
- In re Williams Estate, 133 Mich. App. 1 (Mich. Ct. App. 1984) (standard: abuse of discretion review for appointment/removal of fiduciary)
- In re Townsend Conservatorship, 293 Mich. App. 182 (Mich. Ct. App. 2011) (probate court findings of fact reviewed for clear error; statutory interpretation reviewed de novo)
- In re Martin, 450 Mich. 204 (Mich. 1995) (definition of clear and convincing evidence)
- Maldonado v. Ford Motor Co., 476 Mich. 372 (Mich. 2006) (definition of abuse of discretion)
- Grimm v. Dep’t of Treasury, 291 Mich. App. 140 (Mich. Ct. App. 2010) (if statutory language is unambiguous, courts follow plain meaning)
- Mt. Pleasant v. State Tax Comm., 477 Mich. 50 (Mich. 2007) (legislative intent and interpretation principles)
