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326 Ga. App. 702
Ga. Ct. App.
2014
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Background

  • Ward Lorraine McKitrick, incapacitated, appeals two probate orders via her retained counsel; transcript of the hearing on the conservator’s conflict of interest missing from record; conservator Thomas Richardson and guardian Mary Mellom appointed February 2013; Richardson filed petition to maintain estate plan and continuing powers in March 2013; April 29, 2013 hearing addressed counsel’s authority and fees; May 17, 2013 orders challenged; probate court held no harm from conflict despite potential death benefit conflict; court vacated and remanded regarding hourly-rate evidence; record lacks hearing transcript, relying on probate findings; OCGA 29-5-24(b) governs disclosure and potential removal/forfeiture for conflicts; appeal decided with partial affirmation, partial vacation, and remand.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Conservator conflict of interest harmed ward McKitrick asserts conflict of interest harmed her Richardson argues no harm shown; conflict not substantial Affirmed the ruling; no transcript to rebut; no harm proven
Fee agreement ambiguity and hourly rate Agreement intended hourly rate for services Evidence insufficient; ambiguity unresolved Vacated and remanded for parol evidence; determine intended fee structure

Key Cases Cited

  • Dorsey v. Kennedy, 284 Ga. 464 (Ga. 2008) (abuse of discretion standard for probate evidentiary rulings)
  • Gordon v. Cotton, 285 Ga. 826 (Ga. 2009) (presumes evidence in absence of transcript; indications on review)
  • Reichman v. Southern Ear, Nose & Throat Surgeons, 266 Ga. App. 696 (Ga. App. 2004) (contract interpretation when ambiguous; de novo review)
  • Pruitt Corp., 295 Ga. App. 629 (Ga. App. 2009) (parol evidence cannot vary unambiguous contract terms)
  • Snipes v. Marcene P. Powell & Assocs., 273 Ga. App. 814 (Ga. App. 2005) (contract construction to reconcile entire instrument)
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Case Details

Case Name: In re Estate of McKitrick
Court Name: Court of Appeals of Georgia
Date Published: Mar 28, 2014
Citations: 326 Ga. App. 702; 757 S.E.2d 295; A13A2351
Docket Number: A13A2351
Court Abbreviation: Ga. Ct. App.
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    In re Estate of McKitrick, 326 Ga. App. 702