Bezio v. PatenaudeBezio v. Patenaude
The plaintiff, Brenda King, 1 appeals from a judgment of the Franklin County Probate and Family Court denying her petition to remove the defendant, Magdalena Patenaude, as guardian and to regain custody of her two natural children. The plaintiff’s application for direct appellate review to this court was granted. The judgment below is not supported by adequate findings as to the fitness of the mother. We reverse and remand. We summarize the facts and the proceedings below.
In January, 1971, Brenda King, then age seventeen, was introduced by a pastor of a local church to Magdalena Patenaude, then age twenty-six. At that time Brenda was experiencing emotional problems, and it was thought that Magdalena, who had herself experienced similar difficulties in her early life, might provide friendship and guidance. They became close friends.
Brenda’s first child, a daughter, was born on December 6, 1972. Between December, 1972, and April, 1974, when Brenda married James L. Bezio, Brenda entrusted her child to the care of her friend Magdalena from time to time. After her marriage, Brenda and her husband and child lived with Magdalena for approximately three weeks. Brenda and her daughter then moved to North Carolina where James Bezio was stationed in the United States Army. In North Carolina Brenda, then pregnant with her second child, began experiencing medical problems related to her pregnancy. Brenda testified that she was unable to obtain adequate medical attention in North Carolina due to military bureau
When Brenda was seven months pregnant she was hospitalized in Greenfield for pregnancy complications and potentially fatal, deep thrombophlebitis. At Brenda’s request, her daughter was placed in Magdalena’s care. Brenda underwent surgery for a pulmonary embolus, and the second daughter was delivered prematurely by caesarean section. Magdalena visited Brenda daily at the hospital. When Brenda was released, she and her two daughters went to live with Magdalena. The following day Brenda was readmitted to the hospital, and the two children remained with Magdalena. She again returned to Magdalena’s home upon her release and remained there with the children until January, 1975, when she and the children went to stay with her parents.
In April, 1975, Brenda was experiencing physical and emotional distress, and she arranged to leave her children with Magdalena for approximately one month. The younger child remained with Magdalena for an additional month. Shortly thereafter Brenda took both children to North Carolina. In September, 1975, Brenda returned to Massachusetts with her children for a visit. Brenda left the children with Magdalena and returned to North Carolina where she was again hospitalized for what was diagnosed as another attack of thrombophlebitis. In October, 1975, Brenda returned to Massachusetts at Magdalena’s request. The younger child had been suffering from an attack of croup, and Magdalena had been experiencing some difficulty in securing medical care as she was not the child’s legal guardian. Brenda met with the attending physician, and both women subsequently discussed the possibility of Magdalena’s being appointed legal guardian of the children. Magdalena felt that if she were going to continue caring for the children, she should have legal authority to secure medical treatment for them.
In October, 1976, Brenda assented to Magdalena’s appointment as permanent guardian with custody. Both women were represented by the same attorney. The judge granted Brenda the right to visit the children at Magdalena’s home “at all reasonable times and occasions.” At this time Brenda was experiencing extreme financial difficulty, and symptoms of deep thrombophlebitis persisted. 2 Prior to the court’s allowance of the permanent guardianship petition, Brenda had written the court a letter stating that she believed Magdalena to be “the only one fully qualified to raise my children in a manner which I myself would do if I could.”
After Magdalena’s appointment as permanent guardian, difficulties arose over visitation rights. As a result, Brenda and her then husband, James, filed the present petition to
In April, 1977, Brenda’s parents filed a petition for guardianship. The judge appointed a guardian ad litem who reported in May, 1977: “Ms. Bezio lives in what she describes as a ‘lesbian relationship’ with a young woman. At this time she is not seeking custody of her children feeling that her chosen life style could cause problems for the children. Having battled with her own inner conflicts of gender identification for years, she does not wish to in any way influence her children. . . . Of striking concern to Ms. Bezio is the feeling that Mrs. Patnode [sic] is depriving her children of their identity and family heritage. . . . Ms. Bezio is anxious for her children to be placed in the custody of their grandparents and feels that her previous conflicts with them have been resolved.” Brenda’s parents withdrew their petition for guardianship in November, 1977. The judge, in his findings, indicated that the petition filed by Brenda and James in 1977 was not heard on its merits until September, 1979, due to the illness of the probation officer who had rendered a report, and the petitioner’s inability to pay her lawyer.
From October, 1976, until June, 1978, the children were in Magdalena’s care, and Brenda regularly exercised her visitation rights. However, on July 22, 1978, Brenda took her children for a regularly scheduled visit and failed to return them. From July 22,1978, to November 2, 1978, the children lived with Brenda in Vermont. Brenda set up a home there and enrolled the children in school. The older daughter’s first grade teacher testified that the child made rapid progress in acquiring the educational skills which she lacked at the beginning of the year. The teacher attributed
In November, 1978, Brenda was arrested on a Massachusetts warrant for kidnapping and the children were returned to Massachusetts. A Vermont police officer involved in executing the warrant testified that the children said they loved their mother and did not want to go back to Magdalena. After the children were returned to Magdalena, the complaint against Brenda was dismissed.
In May, 1979, Brenda secured visitation rights with her children through an order of a judge of the District Court of Franklin. Visitation was supervised by a counselor with the New England Learning Center for Women in Transition (NELCWIT) who testified that the children were happy to see their mother. She stated, “I saw an increasing exchange of love displayed in hugs and kisses, a sharing of their past experiences that they would recall and laugh about.” Another NELCWIT child care worker who supervised nineteen hours of visits testified that she observed a normal, loving mother-daughter relationship. A child therapist from NELCWIT concurred stating that Brenda “put a lot of effort into making sure each child got an equal share of her attention.”
Brenda proposes to have the children live in her apartment with her if she regains custody. The probate judge indicated in his findings that she is “living in an active practicing homosexual relationship with a young teacher.” Uncontradicted expert testimony was presented at trial to the effect that a parent’s sexual preference per se is irrelevant to a consideration of that parent’s ability to provide necessary love, care, and attention to a child. However, the judge concluded that the “environment in which [Brenda] proposes to raise the children, namely, a Lesbian household, creates an element of instability that would adversely [a]ffect the welfare of the children.”
4
This factor along with the mother’s “unwillingness or inability in the past to assume the responsibility of their care” was part of the basis
In deciding that the guardian should retain custody, the judge noted that Magdalena “has provided an excellent home and care for these children. She loves the children and they love her. The children love their natural mother and desire to visit with her but they regard the defendant as their real mother. ... It would cause great trauma with the children to remove them from a home where they are happy and secure and from the custody of one who loves them and has their welfare at heart. Their best interest requires that they remain with the defendant.”
The plaintiff claims error on a variety of grounds. We consider only those issues dispositive of this appeal. The plaintiff contends, and we agree, that it is a fundamental principle that “the Commonwealth may not attempt to force the breakup of a natural family without an affirmative showing of parental unfitness.”
Custody of a Minor (No. 1),
The guardian argues that the Probate Court judge correctly applied the “best interests of the children” test in this case. The guardian contends that the mother’s voluntary assent to the October, 1978, guardianship petition constituted a waiver of her natural custodial rights; the Probate Court judge, not being called upon to “force the breakup of a natural family,” was not required to apply the “unfitness of the parent” test. Thus, the guardian claims where, as here, the guardian has already been appointed and awarded custody, G. L. c. 201, § 5, does not apply. The guardian argues that this case should be governed by the guardian removal provision contained in G. L. c. 201, § 33, which provides in pertinent part: “If a guardian or conservator becomes mentally ill or otherwise incapable of performing his trust or is unsuitable therefor, the probate court, after notice to him and to all persons interested, may remove him.”
In order to determine the appropriate standard for deciding the case at bar, it is useful to review other cases decided by this court where a natural parent sought to remove a guardian and regain custody of minor children. In
Duclos
v.
Edwards,
We framed the issue in
Duelos
with reference to the guardian removal provision contained in G. L. c. 201, § 33,
8
stating: “Unsuitability, as that term is used in the statute, is not to be adjudged solely by an examination of the character, capacity, and conduct of the guardian. . . . All factors should be considered and ‘adjudged with reference primarily to the welfare of the child.’ See
Cassen
v.
Cassen,
Duelos
lends support to the guardian’s contention that a case such as the one at bar should be decided with reference to the guardian removal provision contained in G. L. c. 201, § 33.
Duelos
did, as the guardian suggests, interpret the term “unsuitable,” as it is used in the guardian removal provision with primary reference to the best interests of the child. However, in the case at bar the plaintiff mother’s position is also supported by the
Duelos
case. The judge in
Duelos
did give considerable weight to the importance of
In
Wilkins
v.
Wilkins,
The guardian in that case was described by the judge as “a graduate nurse, of great poise and culture . . . , familiar with children, strongly attached to the child, and devoted to her.” Id. at 263. He further indicated that “[t]he child loves the guardian and her family, and distrusts her parents. The visits of her parents have been infrequent, and have resulted in worrying the child, who lost weight and woke up at night with ‘screaming nightmares.’” Id.
We assumed, without deciding, that the parents had a right to revocation of the decree of guardianship unless the facts were such as would warrant an original appointment with custody under G. L. c. 201, § 5. We then explained that “[i]n determining whether parents are unfit, the most important consideration is whether the welfare of the child would be served by custody in them or in a guardian. ... It has been said that ‘unfit’ means ‘unsuitable, incompetent, or not adapted for a particular use or service’” (citations omitted). Wilkins, supra at 262-263. We concluded that the parents, jointly, taken as a couple, were unfit to have custody within the meaning of G. L. c. 201, § 5.
Wilkins lends support to the plaintiff’s contention that a case such as the one at bar should be decided with reference to the custody provision of the guardian statute contained in G. L. c. 201, § 5. The question of custody in Wilkins turned on our decision that the parents, as a couple, were “unfit” to have custody within the meaning of G. L. c. 201, § 5. However, we also indicated that the welfare of the child is the most important consideration in determining whether the parents are fit to care for their child. That the child suffered “screaming nightmares” after visiting her parents bore heavily on our determination whether the natural parents were fit to have custody.
Wilkins
and
Duelos
suggest that the custody provision of the guardianship statute, G. L. c. 201, § 5, and the guardian removal provision, G. L. c. 201, § 33, are to be read together in an appropriate case. In both cases there were explicit findings regarding the fitness of the parents. Likewise, each case contained findings relative to the suitability of the guardian. More importantly, both cases stand for the proposition that all factors should be con
In
Duelos,
the balancing of factors resulted in a decision that the importance of the child’s being raised with her natural family outweighed any emotional distress the child might suffer from removal of the guardian. In
Wilkins,
on the other hand, the extreme emotional trauma suffered by the child after visits with her parents tipped the balance against reuniting the child with her natural parents. This court, in
Wilkins,
suggested that if returning custody to the natural parents would be seriously detrimental to the welfare of the child, then the parents could be considered to be unfit (“unsuitable, . . . not adapted for a particular use or service,”
Wilkins, supra
at 262-263, citing
Richards
v.
Forrest,
Perkins v. Finnegan,
To the extent that cases such as the one at bar may be decided with reference to a particular test or standard, we believe that the critical question is whether the natural parents are currently fit to further the welfare and best interests of the child.
10
Neither the “parental fitness” test nor
The probate judge below made no finding that the mother was currently unfit to further the welfare of her children. His finding that the mother is “unsuitable to have the custody of the children because of her unwillingness or inability in the past to assume the responsibility of their care” is insufficient to support his conclusion that custody should remain in the guardian. While it is true that “an assessment of prognostic evidence derived from an ongoing pattern of parental neglect or misconduct is appropriate in the determination of future fitness and the likelihood of harm to the child”
(Custody of a Minor (No. 1),
The judge’s finding that “[t]he environment in which [the mother] proposes to raise the children, namely, a Lesbian household, creates an element of instability that would adversely affect the welfare of the children” is also insufficient to support the judge’s conclusion that custody should remain in the guardian. Our reading of the record does not support an inference that the mother’s lesbianism would render her unfit to further her children’s welfare. Both parties introduced evidence to the effect that a mother’s sexual preference per se is irrelevant to a consideration of her parental skills. Dr. Alexandra Kaplan, a clinical psychologist and professor of psychology at the University of Massachusetts, testified as follows: “[Tjhere is no evidence at all that sexual preference of adults in the home has any detrimental impact on children. . . . [M]any other issues influence child rearing. Sexual preference per se is typically not one of them. ...” Defendant’s counsel questioned further: “[Tjhere is nothing to prove that a homosexual relationship would make or in any way influence a child to be a homosexual rather than a heterosexual?” Dr. Kaplan responded: “Quite [to] the contrary. . . . [M]pst children raised in a homosexual situation become heterosexual as adults. . . . There is no evidence that children who are raised with a loving couple of the same sex are any more disturbed, unhealthy, maladjusted than children raised with a loving couple of mixed sex. [Sexual orientation of the parent] is irrelevant to [the child’s] mental health.” Psychologist David Johnson, a defense witness who had seen
A finding that a parent is unfit to further the welfare of the child must be predicated upon parental behavior which adversely affects the child. The State may not deprive parents of custody of their children “simply because their households fail to meet the ideals approved by the community . . . [or] simply because the parents embrace ideologies or pursue life-styles at odds with the average.”
Custody of a Minor (No. 2),
The only finding on the issue of current parental fitness is the judge’s finding that, “[ajlthough the plaintiff’s psychological and emotional condition has improved, the elements of instability that have plagued the plaintiff’s relationship with her children are still present.” Whether the mother is currently fit to advance the best interests of her children is a question that should be resolved on remand by the Probate Court judge. His opportunity to observe the parties first hand is entitled to great weight. Moreover, nearly a year has passed since the trial below, and new evidence may be required to determine the issues. See
Stinson
v.
Meegan,
So ordered.
Notes
The plaintiff filed her petition in 1977 under her married name, Brenda A. Bezio. She has since resumed the use of her maiden name, Brenda King.
Two doctors who had treated Brenda for symptoms of deep throm-bophlebitis testified that at the time of the trial she was no longer in any significant danger from this condition. One doctor who had first examined Brenda in March, 1979, testified that his diagnosis of her symptoms was that she was suffering from asthma.
The plaintiff was subsequently divorced from James Bezio and, by amendment, this action was discontinued with reference to him. See note 12,infra.
The judge also indicated in his findings that the early association between Magdalena and Brenda “may have had a homosexual basis.”
The judge ordered that the mother be allowed to visit the children two hours each week under supervision.
“That a finding of current parental unfitness is required in a proceeding which results in a parent’s loss of child custody derives from the substantial respect we accord family autonomy. The existence of a ‘private realm of family life which the state cannot enter,’
Prince
v.
Massachusetts,
General Laws c. 201, § 5, provides in pertinent part: “The guardian of a minor shall have the custody of his person and the care of his education, except that the parents of the minor, jointly, or the surviving parent shall have such custody and said care unless the court otherwise orders. The probate court may, upon the written consent of the parents or surviving parent, order that the guardian shall have such custody; and may so order
See text, supra at 571.
At this point it is useful to note the distinction between parental consent to a guardianship and parental consent to an adoption. When a child is adopted “all rights, duties and other legal consequences of the natural relation of child and parent . . . except as regards marriage, incest or cohabitation, terminate between the child so adopted and his natural parents and kindred.” G. L. c. 210, § 6. In contrast, when a guardian is appointed the parent-child relationship remains intact, and the parent is deprived of custody only by consent or if found “unfit to have such custody.” G. L. c. 201, § 5. There was no finding of unfitness when the plaintiff voluntarily surrendered custody of her children to the guardian. Whereas the effect of releasing a child for adoption involves a most serious waiver of rights, the Legislature has created a statutory consent form which gives precise and detailed notice. G. L. c. 210, § 2. By comparison, the guardianship petition on which the mother in the case at bar placed her signature contains no such notice of an unconditional surrender. For discussion of the peculiar legislative standards dealing with adoption procedure under G. L. c. 210, §§ 3, 3A, see
Petition of the New England Home for Little Wanderers to Dispense with Consent to Adoption,
We need not reach the mother’s further argument that the “unfitness” test is constitutionally required here as we have disposed of the issue on
The judge found that “[bjecause of ill health and mental and emotional problems, the plaintiff has been unable to cope with the problem of
The record does not indicate whether or not James Bezio assented to his removal as a party in this action. He is entitled to notice and an opportunity to be heard before he is denied custody of his natural daughter. See
Stanley
v.
Illinois,