In re Conservatorship of Davis v. Longo


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Docket Number: 2005-CA-01710-COA

Court of Appeals: Opinion Link
Opinion Date: 04-17-2007
Opinion Author: GRIFFIS, J.
Holding: Reversed and Remanded

Additional Case Information: Topic: Wills & estates - Removal of conservator - Standing - Prospective interest in estate
Judge(s) Concurring: King, C.J., Lee and Myers, P.JJ., Irving, Chandler, Barnes, Ishee, Roberts and Carlton, JJ.
Procedural History: Bench Trial
Nature of the Case: CIVIL - WILLS, TRUSTS AND ESTATES

Trial Court: Date of Trial Judgment: 02-22-2005
Appealed from: Lawrence County Chancery Court
Judge: J. Larry Buffington
Disposition: APPELLANT’S PETITION TO REMOVE CONSERVATOR DISMISSED.
Case Number: 2004-0234

  Party Name: Attorney Name:  
Appellant: IN THE MATTER OF CONSERVATORSHIP OF LAUREE DAVIS: ALVIN PEYTON




CHARLES BRADFORD MARTIN, HOWARD BROWN, CHARLES E. GRIFFIN



 

Appellee: JOHN J. LONGO, SR. JOHN D. SUTTON  

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Topic: Wills & estates - Removal of conservator - Standing - Prospective interest in estate

Summary of the Facts: Alvin Peyton filed a petition to remove John Longo as the conservator of Lauree Davis and to set aside a fraudulent conveyance. The chancellor determined that Peyton did not have standing to proceed with his petition. Peyton appeals.

Summary of Opinion Analysis: Peyton argues that the chancellor erred in finding that Peyton had no standing to bring the petition. Peyton claims that he has standing as a matter of right because he and his daughters have a legitimate prospective interest in Ms. Davis’ estate. Longo claims that Peyton is a stranger because he and his daughters have no present rights under an unprobated will of a person who is still living. Section 91-7-285 allows for an “interested party” to filed a petition to remove a fiduciary. An “interested party” is a person who has a legitimate interest present or prospective in that estate, or who has some personal responsibility as regards the estate. Although there is no certainty that Peyton’s daughters will inherit Ms. Davis’ estate, they do currently have a prospective interest in Ms. Davis’ estate under her will. Therefore, the chancellor was in error to summarily dismiss Peyton’s petition to remove Longo as Ms. Davis’ conservator.


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