SCENE IN MISSISSIPPI

August 3, 2012 § 9 Comments

Where in Mississippi is this?

And a close-up …

[Thanks to atty Marcus Evans]

FIVE MISTAKES THAT FIDUCIARIES MAKE

July 18, 2012 § 7 Comments

  1. Failure to file an inventory. In every type of probate matter, it is required that an inventory be filed, usually within 90 days of appointment of the fiduciary. Often the will waives inventory, but the better attorneys I know always file an inventory, whether waived or not. Why? Because the inventory (a) sets a base line for later accountings, and (b) covers the lawyer’s rear from later claims by other heirs or beneficiaries that items are missing. Better to get those matters out up front where they can be dealt with than to let it hold up closing the estate. MCA 93-13-33 provides that an inventory must be filed within three months of appointment in a guardianship or conservatorship, and even requires an annual inventory. A guardian who fails to do so may be removed and be liable on his or her bond.
  2. Failure to publish notice to creditors. This requirement is mostly overlooked in guardianships and conservatorships. MCA 93-13-38(1) expressly states that “All the provisions of the law on the subject of executors and administrators, relating to settlement or disposition of property limitations, notice to creditors, probate and registration of claims, proceedings to insolvency and distribution of assets of insolvent estates, shall, insofar as applicable and not otherwise provided, be observed and enforced in all guardianships.” And remember that the statutory affidavit of creditors must be filed before publication of the notice to creditors. MCA 91-7-145(2) says that “Upon filing such affidavit …” it shall be the duty of the fiduciary to publish. An affidavit filed after the publication is a nullity.
  3. Failure to get authority of the court for expenditures. Perhaps the most pervasive error of fiduciaries. MCA 93-13-38 requires the conservator to improve the estate of the ward, and to “apply so much of the income, profit or body thereof as may be necessary for the comfortable maintenance and support of the ward and his family, if he have any, after obtaining an order of the court fixing the amount” [emphasis added]. Every expenditure must be approved in advance. Emergency expenditures may be ratified, but only if properly proven to be for the ward’s benefit, and properly supported by vouchers. Caution: as set out below, self-dealing expenses may be neither approved or ratified.
  4. Failure to keep the ward’s estate separate and to avoid self-dealing. It often happens that a son or daughter is appointed to serve as conservator of momma’s or daddy’s estate. The child simply adds his or her name to the parent’s account and proceeds from there. This complicates matters because that joint account belongs 100% to each person whose name is on the account, and becomes the property of the survivor on death. That is certainly not an appropriate or even legal arrangement for a guardian or conservator. The fiduciary in every kind of probate matter needs to open a separate estate, guardiandhip or conservatorship bank account, and make all financial transactions through it and through it alone. MCA 91-7-253 prohibits the fiduciary from paying herself any money from the ward’s estate without prior court approval, and loans to the fiduciary and family members are prohibited also. The statute says that the court can not ratify or approve such payments. If the fiduciary has some expense that needs to be reimbursed, make sure the fiduciary has proper documentation and petition the court for authority. Don’t expect a cash payment or check made out to cash to be approved without abundant supporting documentation.
  5. Failure to get court permission to move the ward to another county. It’s prohibited to relocate the ward to a county other than the one in which the fiduciary was appointed, unless approved in advance by the court. MCA 93-13-61.

SCENE IN MISSISSIPPI

July 13, 2012 § 2 Comments

Where? Hint … it’s on a major Mississippi highway.

July 4, 2012 § Leave a comment

July 4. Courthouse closed.

No posts today, tomorrow or Friday, so that I can devote some attention to my precious grandchildren.

Have a great holiday.

 

 

LAWYERS AND A LEGACY OF FREEDOM

July 3, 2012 § 1 Comment

Tomorrow is the 236th birthday of freedom on this continent. We salute July 4, 1776, as the birthday of our nation, although the actual birth of the United States came some several years later. Nonetheless, the Declaration of Independence in 1776 was our forefathers’ definitive refusal to accept further subjugation by any foreign power.

Lawyers have always been in the vanguard of fighters for liberty in this country. Lawyers figured prominently among the leaders of the revolution and the drafting of the Declaration of Independence, the establishment of a new nation, the federalist debates, and the negotiations toward and drafting of the Constitution.

Through the decades members of the legal profession have continued to serve in leadership roles. More than half of our presidents were lawyers: Adams (both John and John Quincy), Jefferson, Madison, Monroe, Jackson, Van Buren, Tyler, Polk, Fillmore, Pierce, Buchanan, Hayes, Arthur, Cleveland, Harrison, McKinley, Taft, Wilson, Coolidge, F. Roosevelt, Nixon, Ford, Clinton, and Obama. Some of them are among the pantheon of the greatest Americans who ever lived. Some were mediocre. Some were shameful scoundrels and failures.

Of this number, I believe that Mr. Lincoln of Illinois was the star.

Lincoln was a prairie lawyer who rode circuit around Illinois, following the courts, just like many lawyers do in this part of Mississippi. Just like I did when I practiced. I can imagine him walking into a country courtroom and crossing inside the bar, meeting and visiting with his colleagues from across the state, swapping tales and greetings, and then tending to his motions or trying his cases. Just like lawyers do here.

He served a term as a Congressman, and then he was elected President of the United States. At his election, the southern states jumped off the precipice into the civil war, and Lincoln devoted his entire presidency to keeping them from leaving the union. How he did it, and the single-minded focus with which he went about his task against formidable obstacles, is an engrossing story. Back in the 1980’s and 90’s, for ten years in a row, I made it a point to read a book a year about him. I found from my reading that he is remarkable in so many ways. I encourage you to get to know him better.  

Lincoln, to me, epitomizes the kind of person who appears in every respect to be unsuited for the almost super-human job he is called upon to do, but grows into it and overcomes enormous odds to succeed. That’s an American story if there ever were one.

Most of all, though, I revere Mr. Lincoln as a colleague in the law who stepped forward into a leadership role and literally sacrificed his life for what he believed was best for this nation, and has proven to be right in the 147 years since his death. To me, he is a model of what every lawyer should be: a person who is willing to employ his talents, legal training and experience and good sense not only for his or her own advancement, but also for the common good.

There were other presidents who may have had superior intellects, or who were better educated or suaver, or who could have out-connived the rough-hewn prairie president, but there are none in my opinion who could have equalled Lincoln’s single-minded pursuit of his goal, against not only his enemies, but also against those who called themselves his friends but worked against him. I only wish he could have lived for its aftermath. I believe we would have been spared the disastrous reconstruction that contributed to nearly 100 years of racial strife.

Politicians have bashed lawyers for their own political gain for the past 40 years, so much so that lawyers are less prominent in leadership roles and politics. That’s a shame, because lawyers have a lot of learning, experience and understanding of people to offer for leadership.  

It’s time for lawyers to pick themselves up, brush themselves off, and step back up to the fore. Critics be damned. Ours is a noble profession, and we have nothing to be ashamed of for what we do. When the politicians use our profession as a whipping-boy, we need to fire back, using facts and reason.

Lawyers have played a leadership role in our nation from its conception. Lawyers crafted the immortal words of our Constitution. Lawyers pushed for the Bill of Rights. It has been lawyers through the decades who have fought for and defended the Constitution and our system of laws. The republic needs us as guardians of what is right.

In this, the 236th year of our republic, I hope we members of the legal profession, lawyers and judiciary alike, keep in mind the need for leadership and vigilence to preserve, protect and defend our Constitution, like our colleague, Mr. Lincoln.

NEW COURT COSTS EFFECTIVE 7-1-12

July 2, 2012 § 2 Comments

Per the Lauderdale County Chancery Clerk’s office:

ADOPTION $139.00
ALCOHOL/DRUG COM’T/INVOL $149.00
ALCOHOL/DRUG COM’T/VOL $94.00
ANSWER $10.00
BIRTH CERTIFICATE CORRECTION $89.00
BOND VALIDATION $149.00
CASE TRANSFER (as applicable) $149.00
COMPLAINTS $149.00
CONTEMPT/MODIFICATION $149.00
CROSS COMPLAINT/COUNTER CLAIM $25.00
DIVORCE/CONTESTED $149.00
DIVORCE/NON-CONTESTED $94.00
EMANCIPATION $94.00
ESTATE $149.00
FOREIGN JUDGMENT $149.00
GUARDIANSHIP/CONSERVATORSHIP $149.00
INJUNCTION $149.00
LAND DISPUTE $149.00
MENTAL COMMITMENT $400.00
MINORS SETTLEMENT (w/o Guardian) $94.00
MINORS SETTLEMENT (with Guardian) $149.00
MUNIMENT OF TITLE $94.00
NAME CHANGE $94.00
PARTITION SUIT $149.00
PATERNITY $149.00
REMOVAL OF MINORITY $89.00
SEPARATE MAINTENANCE $149.00
STIPULATED AGREEMENT $94.00
TRO $149.00
WRIT OF GARNISHMENT $94.00

DICTA

June 22, 2012 § Leave a comment

  • What does the world look like from the point of view of your poodle? There are cameras you can buy to attach to Fido that will record his daily meanderings. Mr. Pet Cam is one model among several. For a more elevated perspective, you can even go to your neighborhood Wal-Mart and buy a remote-controlled helicopter with a camera, too. It may be paranoia, but I think there are some privacy implications here.
  • Thanks to all of you who read this blog. Wordpress provides the blogger with stats, so I can track numbers. In 2012, after two years, we are averaging around 450 views a day, a number I find incredible. Now, I don’t know whether that’s unique viewers or the same people making repeated visits; in other words, whether it’s one person viewing 450 times or 450 different people. Either way, I marvel at the numbers. Lawyers and judges from across the state tell me about how things they’ve found here made some difference, and I hear that it’s mentioned at some CLE programs. Good. If it helps, it’s serving its purpose.
  • How rational are you? You can take this quiz and get the author’s assessment of where you stand. It seems to me to be more a test of your logic skills. But is rationality simply logic and its mastery? Intuitive folks tend to look beyond logic to connect the dots, and most of us are quite rational.
  • John M. MacDonald and Robert J. Samson write in the NYT that mass immigration hurts neither the economy nor public safety, and is in fact beneficial.
  • The state’s monopoly over liquor sales was a conservative attempt to regulate citizens’ liberty vis a vis the use of alcohol. It’s the system we employ in Mississippi. Jonathan Turley in USA Today calls it our traditional socialism, and calls for an end to it.
  • Meanwhile, in N.Carolina, the legislature has amended its own liquor sales law to allow the state-controlled stores to open during hours more advantageous to delegates, plenipotentiaries, pols and paparazzi who will be in attendance at the Democratic National Convention scheduled for Charlotte in September. Skoal!
  • It’s mindbending to someone like me whose sensibility is so firmly rooted in the mid-twentieth century that there could be something like 3-D copying and printing, and that ordinary people are actually using it home to produce remarkable things. But then again, my generation thought things like a watch phone (Dick Tracy), or face-to-face communication by television (or computer), or bionic prostheses and the like were things we’d only ever see in comic books and fantasic tv shows.

COACHING FROM COUNSEL’S TABLE

June 20, 2012 § 1 Comment

Atty 1:   Can you tell the court why you did not call the police right away when you say that he hit you and knocked you down?

Atty 2:   Objection. The witness could not have called because her husband had broken the telephone before he hit her.

That, my friends, is a speaking objection. It’s a pernicious, baleful, noxious thing, odious to judges. So what exactly is the big problem with speaking objections? Let’s look at what predictably happens next in that trial we started above …

Judge:   Objection is overruled.

Atty 1:   Judge says you can answer my question.

Witness:   Well, I could not call because my husband had broken the telephone before he hit me.

How could one expect a different answer after her attorney told her what to say?

One of the most important functions of a chancellor is to weigh the credibility of witnesses and to determine the weight to give to their testimony. I think most chancery judges, if not all, would assign that witness’s testimony on that point almost no weight at all because it was not her testimony.

I have had to caution counsel not to make speaking objections and to limit any comment on objections to legal bases (e.g., hearsay, irrelevant, compound question, etc.).

Speaking objections actually do your case more harm than good.

May 28, 2012 § Leave a comment

MEMORIAL DAY. State holiday. Courthouse closed.

JUDICIAL ELECTIONS 2012

May 14, 2012 § Leave a comment

Friday, May 11, was the qualifying deadline for 2012 judicial elections. Although this is not a general judicial election year, some appellate posts are up in their rotation, and there are three special elections. Here are the qualifiers:

  • Chief Justice William Waller, Jr., will face Earle S. Banks for Supreme Court Justice District One, Position One.
  • Justice Leslie D. King is unopposed for Supreme Court Justice District One, Position Two.
  • Justice Mike Randolph will face Talmadge Braddock for Supreme Court Justice District Two, Position Three.
  • Josiah Dennis Coleman and Richard (Flip) Phillips are running for Supreme Court Justice District Three, Position Three, which is the position being vacated by retiring Justice George C. Carlson, Jr.
  • Judge Ermea Russell is opposed by Ceola James and Latrice Westbrooks in the special election for Court of Appeals District Two, Position Two.
  • Judge Gene Fair is unopposed in the special election for Court of Appeals District Five, Position One.
  • Chancellor M. Ronald Doleac is unopposed in the special election for Chancery Court Judge District Ten, Place Four.

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