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Justin W. McPhail v. Pamela McPhail
218 So. 3d 290
| Miss. Ct. App. | 2017
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Background

  • Frances McPhail, age 86 with dementia, was a nursing-home resident; two conflicting durable powers of attorney existed (2007 appointing Pamela; 2015 appointing Justin/Anthony/Patty).
  • Justin McPhail and Anthony Page Portera petitioned the chancery court to be appointed guardians and sought relocation of Frances to a granddaughter’s home; Pamela opposed and asserted her existing authority.
  • The parties entered a temporary agreed visitation order; Justin later removed Frances from the nursing home without notice, prompting Pamela to obtain a TRO and legal/physical custody to return Frances to the facility.
  • At a bench trial the chancellor set aside the 2015 power of attorney, found Frances had diminished capacity, appointed Pamela guardian of person and estate, required annual accountings, and ordered removal of Pamela’s name from a joint checking account.
  • The final chancery order affirmed liberal on-site visitation subject to nursing-home rules, allowed one non-overnight outing per week, and did not permit overnight stays; appellants appealed, arguing errors in the final order and the guardian appointment.

Issues

Issue Appellants' Argument Pamela's Argument Held
Whether the final order departed from the bench ruling Final order omitted chancellor's allowance for overnight visits Bench ruling was tentative and chancellor reserved right to amend No error; bench rulings subject to modification and chancellor had reserved amendment
Whether limiting visitation/ prohibiting overnight stays was an abuse of discretion Overnight visits should be permitted; nursing home/Medicaid limits only Overnight visits disrupt Frances’s routine and require 24-hour care No abuse of discretion; restriction supported by medical testimony about dementia care needs
Whether Pamela was an improper guardian given alleged fiduciary breaches Pamela breached duties; Justin better suited as guardian Pamela had long-term caregiving history and prior testamentary nominations; protections imposed No abuse of discretion; substantial evidence supported Pamela’s appointment and court imposed safeguards
Whether Justin (or Page) demonstrated capacity to provide required 24-hour care They urged capability to care and placement with family Families’ ability to provide continuous care was contested; concerns about appellants’ finances/schedules Chancellor reasonably found appellants lacked demonstrated ability to provide continuous care; appointment to Pamela affirmed

Key Cases Cited

  • Tenn. Props. Inc. v. Gillentine, 66 So. 3d 695 (Miss. Ct. App. 2011) (standard of review for chancery-court factual findings)
  • Corp. Mgmt. v. Greene Cty., 23 So. 3d 454 (Miss. 2009) (chancery review deferential to factual findings)
  • Fletcher v. Lyles, 999 So. 2d 1271 (Miss. 2009) (questions of law reviewed de novo)
  • Hinson v. Hinson, 877 So. 2d 547 (Miss. Ct. App. 2004) (bench rulings subject to modification by the chancellor)
  • Grey v. Grey, 638 So. 2d 488 (Miss. 1994) (bench rulings are not final and may be amended)
  • Ravenstein v. Ravenstein, 167 So. 3d 210 (Miss. 2014) (chancery courts’ wide discretion to protect wards’ best interests)
  • Union Chevrolet Co. v. Arrington, 132 So. 593 (Miss. 1932) (courts may take necessary steps to conserve and protect wards)
  • In re Guardianship of Estate of Lewis, 45 So. 3d 313 (Miss. Ct. App. 2010) (purpose of guardianship to protect those unable to protect themselves)
  • Bolivar v. Waltman, 194 So. 3d 889 (Miss. Ct. App. 2016) (visitation restrictions reviewed for abuse of discretion)
  • Lofton v. Lofton, 176 So. 3d 1184 (Miss. Ct. App. 2015) (deference to chancery court visitation determinations)
Read the full case

Case Details

Case Name: Justin W. McPhail v. Pamela McPhail
Court Name: Court of Appeals of Mississippi
Date Published: Feb 28, 2017
Citation: 218 So. 3d 290
Docket Number: NO. 2015-CA-01479-COA
Court Abbreviation: Miss. Ct. App.