In re Guardianship of Shear
2017 Ohio 8169
| Ohio Ct. App. | 2017Background
- Marsha L. Shear, under a Cuyahoga County probate guardianship since 2000, filed a motion (Oct. 25, 2016) to terminate the guardianship.
- A magistrate held a hearing (Nov. 14, 2016); both Ms. Shear and her brother/guardian, Howard Shear, attended.
- Two psychiatric expert evaluations (Dec. 2015 by Dr. Gretchen Gardner; Nov. 9, 2016 by Dr. John Sanitato) recommended continued guardianship.
- The guardian testified Ms. Shear’s condition declined, requiring long-term care and ongoing treatment.
- Ms. Shear testified but was largely incoherent, presented spreadsheets and allegations (fraud, identity theft), and produced no medical or other evidence rebutting experts.
- Magistrate recommended continuation; trial court adopted the recommendation, finding Ms. Shear failed to present "satisfactory proof" under R.C. 2111.47. Appeal affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether guardianship should be terminated | Shear: guardianship is no longer necessary; presented billing spreadsheets and contested the process | Guardian: two expert evaluations and testimony show serious mental disorders requiring ongoing guardianship | Denied — Shear failed to produce "satisfactory proof" to rebut presumption of continued incompetence; guardianship continues |
| Burden and standard to terminate guardianship | Shear: (implied) bears burden to prove necessity no longer exists | Guardian: presumption of continued incompetence stands; experts satisfy continuing need unless rebutted | Court: presumption is rebuttable but Shear did not counterbalance it; court did not abuse discretion |
Key Cases Cited
- In re Estate of Bednarczuk, 80 Ohio App.3d 548, 609 N.E.2d 1310 (12th Dist. 1992) (probate court has broad discretion in guardianship matters)
- In re Breece, 173 Ohio St. 542, 184 N.E.2d 386 (Ohio 1962) (defining "satisfactory proof" needed to terminate guardianship and obligating court to terminate when burden met)
