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In re Guardianship of Shear
2017 Ohio 8169
| Ohio Ct. App. | 2017
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Background

  • 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)
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Case Details

Case Name: In re Guardianship of Shear
Court Name: Ohio Court of Appeals
Date Published: Oct 5, 2017
Citation: 2017 Ohio 8169
Docket Number: 105330
Court Abbreviation: Ohio Ct. App.