R.I.P. Chancellor William Willard

November 27, 2019 § 3 Comments

Chancellor Willard of Clarksdale, was retired Chancellor of the 7th District.

Reportedly died when he suffered a heart attack while scuba diving with his family in the Caymans on November 25, 2019.

The official MSSC press release:

Retired Chancellor William G. Willard Jr. of Clarksdale died Nov. 25 while vacationing with his family in the Cayman Islands. Funeral arrangements are incomplete. Meredeth Nowell Funeral Home in Clarksdale is handling arrangements.

Judge Willard retired from the bench in December 2010 after serving 12 years as Chancellor of the 7th Chancery District that includes Bolivar, Coahoma, Leflore, Quitman, Tallahatchie and Tunica counties. He returned to private law practice in Clarksdale. Before his service as chancellor, he served for nine and one-half years as Clarksdale Municipal Judge. He also served on the Bar Complaints Tribunal.

R.I.P. Judge Billy Bridges

November 26, 2019 § 4 Comments

From the MSSC press release:

Retired Mississippi Court of Appeals Chief Judge Billy G. Bridges died on Nov. 25 at his home in Brandon. He was 85.

A funeral service will be held on Saturday, Nov. 30, at 11 a.m. at Ott and Lee Funeral Home in Brandon. Visitation will be Friday, Nov. 29, from 5 to 7 p.m. and Saturday, Nov. 30, from 9 to 10:30 a.m. Interment will be in Floral Hills in Pearl.

Judge Bridges served on the Court of Appeals for 11 years. He was one of the original members of the Court of Appeals. He was elected in 1994, and the Court of Appeals began hearing cases in January 1995. Judge Bridges served as Chief Judge from January 31, 1997, until February 17, 1999. He was named Presiding Judge on April 30, 2004. He retired Dec. 31, 2005, but did not hang up his robe. He became a senior status judge and presided over cases in the trial courts as a special judge for many years.

Supreme Court Justice Leslie D. King served together with Judge Bridges on the Court of Appeals. “We became close friends as we worked together. Billy was a very thorough and considered individual in his work. He took his time in looking very carefully at the matters before the Court. He cared a great deal about his work and the people who came before the Court,” Justice King said. “He was also concerned about the judiciary and the appearance of the judiciary to the public. Billy was a fine example of what you would want to see in a judge. He is someone whom I’m happy to have known as a colleague and a friend.”

Court of Appeals Chief Judge Donna Barnes of Tupelo also served with Judge Bridges. “It was an honor to serve with him. The vast experience he brought to Court of Appeals deliberations was truly remarkable,” she said.

Before his election to the Court of Appeals, Judge Bridges served as a chancery judge of the 20th Chancery District of Rankin County. He was district attorney for the 20th Circuit Court District of Rankin and Madison counties, and Rankin County prosecuting attorney. He served in other legal positions including board attorney for the Town of Florence, the Town of Pelahatchie, the Rankin Medical Center, and the Rankin County School Board. He spent more than 38 years in public service, not including his work as a senior status judge. He practiced law in Rankin County for 33 years. Former Supreme Court Chief Justice James W. Smith Jr. was one of his law partners in private practice.

Judge Bridges grew up in Pearl. His family moved from Simpson to Rankin County when he was two. He graduated from Pearl High School in 1952. He attended Hinds Community College before going to the University of Mississippi, where he earned a bachelor of business administration degree in 1958. Judge Bridges pursued his study of law at the University of Mississippi School of Law and was awarded an LLB degree in 1961 and a Juris Doctor in 1968.

Judge Bridges served in the U.S. Marines during the Korean War, attaining the rank of sergeant. He went to college on the GI Bill.

Judge Bridges held membership in a number of prestigious legal organizations including Who’s Who of American Judges, American College of Trial Judges, Mississippi Bar Foundation, Mississippi Municipal Attorneys Association, American Society of Hospital Board Associations, Mississippi Hospital Board Attorneys, and the Mississippi Continuing Judicial Education Committee.

He was a member of Crossgates Baptist Church in Brandon and was affiliated with Gideons International.

Reprise: What’s in a Name … Change?

November 22, 2019 § Leave a comment

Reprise replays posts from the past that you may find useful today.

Naming Names

April 15, 2015 § 7 Comments

Requests for name changes are something every family practitioner encounters.

There are two general categories: (1) the change of name only; and (2) correction or change of birth certificate.

If you are seeking to change a person’s name only, without affecting the birth certificate, you proceed under MCA 93-17-1(1). Most often, this type name change is in the context or wake of a divorce action, where the woman wants her surname restored to her former name. That is an ex parte matter, since there is no other interested party. Except, however, in the context of the divorce, in which the estranged spouse may object. I represented a woman in an ID divorce once, and her husband adamantly and quixotically refused to agree to any provision in the PSA allowing her to change her name. I advised her to agree, and threw in a separate name-change action after the divorce was final.

Divorces are not the only reason for a name change. Some people simply don’t like their given name, or want to honor someone. I signed a judgment not long ago for a young man who wanted to change his surname to that of his step-father, who had raised him and was the only father he had ever known. If you are changing the name of a child, both parents must join.

In neither of the above scenarios does the birth certificate change. In order to change the birth certificate, more is required.

If you wish to change any birth fact on the birth certificate, then you proceed under MCA 41-57-23, which requires that you make the State Registrar of Vital Records a party. Typically, lawyers simply mail a copy of the complaint to the State Board of Health with a request for a response, and the agency will file an answer, most often either admitting the relief sought or leaving it up to the court. If you fail to make the agency a party, the judge will send you back to the drawing board.

Keep in mind that changing birth facts requires some proof, more than mere assertions. If you are trying to correct an incorrect name on the birth certificate, produce driver’s license, Social Security card, school records, and affidavits showing the correct information. If you are trying to correct a birth date, baptismal records, affidavits, school records, and the like will support your claim.

Another kind of birth certificate change is set out in MCA 93-17-1(2), which allows the court to “legitimize” a child when the natural father marries the natural mother. Again, you must make the State Registrar of Vital Records a party.

Name changes are fairly simple. Just keep in mind that if it’s for an adult, it’s ex parte. If it’s for a child, the parents must be joined. If it effects a change in a birth certificate, the state must be made a party. It’s embarrassing and costly to drive two counties over only to have a judge say, “Sorry, you have to make the parents or the State Department of Health a party.”

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§ 7 Responses to Naming Names

  • The most interesting name change I have ever witnessed was after the Saints won the Super Bowl in 2010. One day while waiting to be heard in a case, I sat through a name change in which the Chancellor changed a little boy’s middle name to Brees. His first name was already Drew, making his new name Drew Brees _____. His mother had promised him before the season started that “if the Saints win the Super Bowl,” he could change his name to Drew Brees. She made good on her promise!

  • Lou Walker

    I practice in DeSoto County, and one of the issues I have seen is a Mississippi resident trying to change a Tennessee birth certificate. courts in TN will not hear the action because they parents are not TN residents. That leaves them in the position to ask a MS court to order the TN BVS to change a birth certificate. The TN BVS does not require any notice (I have called them and asked where to send notice and they told me not to. I also am licensed in TN. I have not had a problem thus far with TN recognizing the order to change the name from the MS court and changing the name on the birth certificate, but it is with a line through the old name and the corrected name noted above.
    I am concerned about one that I have recently been asked to do. TN law provides that BVS will change the name based on a court order and they recognize the out of state order that changed the name, but the BVS requires that a court order must specifically order them to block and delete if the name should be completely removed. I now have a couple who what that done, and I am concerned that the MS court will refuse to order the TN BVS to take any action. It is one thing to declare a name changed. It is entirely another to order an agency of another state to make specific changes to a birth certificate. I will try to remember to update this when I see how that works out!

    • Lou Walker

      Wow! I need an editor to check my grammar before I hit the enter key! Sorry for the mistakes.

    • I have signed orders for other states — Alabama and Louisiana for sure (maybe more that I do not recall) to change BC’s. In each case the lawyers told me that they had contacted the agency in the other state and were advised to get Mississippi court order. I was dubious at first, but the lawyers tell me that it worked.

  • Ben Conner

    Rule 81(d)(1) says “The following actions and matters shall be triable 30 days after completion of service of process…., to-wit: ….correction of birth certificate; alteration of name….” 81(d)(3) then says, “Complaints and petitions filed in the actions and matters enumerated…shall not be taken as confessed.”

    I’ve had to name-change three elderly ladies. In each case, the Department of Public Safety had refused to renew a drivers license because the name on the DL was not identical to the name on the Social Security Card. State statute requires that their first name from their birth certificate must appear as their first name on their drivers license. Each of these ladies had been called by their middle name all their lives. Each had Social Security records using [middle name][initial][recent married name]. Department of Public Safety now insists that all identification cards reflect the same name. I think it has something to do with the Patriot Act and its progeny. DPS won’t let them adopt a different “first name”. Each lady had used multiple variations and iterations of initials, names, and multiple surnames through the years. The problem presenting to the attorney practitioner is that these ladies could not renew their drivers licenses because their names were different as between social security card and drivers license.

    They do not need to correct a birth certificate because there is no error in the record of their birth. Discrepancies arose much later. They could change their social security card name, but then all of their employment, and credit history, private retirement benefit, tax records, and property ownership records would be inconsistent with their id cards.

    The solution is a name change. Not correction of birth certificate.

    So far, I’ve had good success by reciting all of the different iterations of name used by Complainant in her lifetime. Upon presentation of proof, I ask my chancellor to make a finding that each of these names is one and the same person as the Complainant. So far, a certified copy of this Judgment has satisfied DPS, Social Security, U.S. Customs (Passports), and private investment holders. Complainant picks one of her names and is told to stick to that one.

    Procedurally, there are two obstacles. First, 81d matters cannot be confessed. There must be a record. Second, 81d matters are not triable until 30 days after somebody is served with process. If Complainant names the Bureau of Vital Statistics as a party defendant, the special assistant AG assigned to BVS will answer and refuse to amend, correct, or alter the birth certificate and offer to make a “marginal notation” of the name change on their records. This procedure satisfies Rule 81 and provides a trackable history of identity changes in conformity with DPS, BVS, and the Patriot Act.

Street Art

November 15, 2019 § 2 Comments

Street Art. The creative urge finds many avenues of expression. The range of artistic creations one can see on a walk is impressive, from posters to frescoes to carnival masks to mosaics to store signs to doo-dads. These few are from places as diverse as Russia, Meridian, Charleston MS, Amsterdam, and Las Terrazas Cuba. Many are from Freak Alley in Boise Idaho. You might be able to pinpoint which are from where.

(Click on any picture to see a larger image)

Checklisting

November 12, 2019 § Leave a comment

For those of you who have not been around here for long, I remind you that there are some helpful trial checklists available. All you have to do is look for the “Categories” button (on PC’s) or link (mobile) and click on the “Checklists” category.

Checklists are your guide for what you need to prove in different courtroom matters, and even in handling an estate.

You will find checklists for child custody, alimony, equitable distribution, grandparent visitation, adverse possession, income tax dependency exemption, and more. And, as mentioned, there is even a checklist you can use to make sure you have done everything you need to do before you can close an estate. You can print out the ones you need and use them in court.

November 11, 2019 § Leave a comment

State Holiday

Courthouse closed

GAP Act: Guardianship of an Adult, Part I

November 6, 2019 § 4 Comments

Continuing with an overview of the GAP Act.

Section numbers correspond to SB 2828.

Basis for appointment (301):

Court may appoint a guardian “when the respondent lacks the ability to meet essential requirements for physical health, safety, or self-care” because: (1) unable to receive and evaluate information or make or communicate decisions, even with support or technological assistance; or (2) is found to be a person with mental illness or intellectual disability who is incapable of taking care of his or her person.

The court may grant the guardian only those powers necessitated by the limitations and needs of the ward, and must enter “orders that will encourage the development of the ward’s maximum self-determination and independence.

The court must consider any less restrictive alternatives that would meet the needs of the ward.

Petition (302):

May be filed by “chancellor or clerk of the chancery court, any relative or friend, or any other interested party, including the adult for whom the order is sought.

Sworn petition: (1) alleging that the adult is in need of a guardianship; (2) stating the name and address of the attorney representing the petitioner, if any; (3) under the style of the case before the body, the following language must appear in bold or highlighted type:

The relief sought herein may affect your legal rights. You have a right to notice of any hearing on this petition, to attend any such hearing, and to be represented by an attorney.

Notice of hearing (303):

Seven days’ notice to the adult respondent; however, for good cause the court may order shorter notice.

Notice must be given, but “Failure to give notice does not preclude the court from appointing a guardian.”

Unless the court finds that the adult is competent and joins in the petition, notice must be given to: (1) the adult for whom G is sought; (2) any appointed conservator; (3) at least one relative from among those specified in the statute; (4) anyone else directed by the court.

VA must be noticed if the adult is a recipient of benefits.
After appointment, notice of hearing, with a copy of the motion or petition, must be served on the respondent, guardian, and anyone else directed by the court.

GAL (304):

Court may appoint a GAL payable out of the estate of the respondent only if necessary to protect the interest of the adult.

Failure to appoint a GAL does not void the judgment and is not error.

Hearing and Professional evaluation (305):

The court must conduct a hearing to determine whether a G should be appointed, and the judge may appoint a GAL “to present the interests of the respondent”.

The judge determines the number and character of witnesses, but witnesses must include: (1) two licensed physicians, or (2) one licensed physician and either one licensed psychologist, nurse practitioner, or physician’s assistant.

The medical professionals must have personally examined the respondent and completed certificates of the results of examination filed with the chancery clerk and made part of the record. The certificates may be considered by the court, and the professionals may be called as witnesses.

The personal examination may be in person or via telemedicine conforming to MCA 83-9-351.

Nurse practitioner or physician’s assistant must comply with law regarding physician supervision.

Rights at hearing (306):

The respondent may: (1) present evidence and subpoena witnesses and documents; (2) examine witnesses; and (3) otherwise participate.
The proposed guardian must attend unless excused by the court for good cause.

Hearing must be closed for good cause shown on request of the respondent.

The court may allow any person to participate on determining that the best interest of the respondent will be served.

Confidentiality (307):

Record is confidential, but may be accessed by: (1) an adult subject to the proceeding; (2) an attorney designated by the adult; (3) any person subject to notice under Section 309(4).

Any other person may petition the court for access based on good cause. The court may grant access if: (1) in the best interest of the respondent or ward; or (2) furthers public interest; and (3) does not endanger the welfare or financial interest of the respondent or ward.

Report of GAL or professional evaluations may be sealed “when determined necessary by the court.” Even if sealed, the documents will be available to: (1) the court; (2) the respondent or ward; (3) the petitioner, GAL, attorneys for petitioner and respondent for purposes of the proceeding; (4) an agent under POA for health care, unless the court orders otherwise.

Who may be appointed guardian (308):

The court appoints the person in its discretion who is in the best interest of the respondent.

If two or more are considered the court appoints the “best qualified.”

To determine best qualified, the court considers the:(1) person’s relationship with the respondent; (2) person’s skills; (3) the expressed wishes of the respondent, including designation made in a will; (4) durable POA or health-care directive; (5) the extent to which the person and the respondent have similar values and preferences; and (6) the likelihood of the person’s success as a guardian.

The court may decline to appoint the person requesting.

If a qualified guardian cannot be determined, the court may appoint the chancery clerk, unless there is a conflict or other ground for recusal.

Court may not appoint: (1) a person who provides paid services to the respondent; (2) a person employed by a person who provides paid services to respondent; (3) the spouse, parent, or child of a person who provides or is employed to provide paid services to the respondent, unless

(a) the individual is related to the respondent by blood, marriage, or adoption; or (b) the court finds by clear and convincing evidence that the person is best qualified and available, and appointment of such a person is in the respondent’s best interest.

Court also may not appoint an owner, operator, or employee of a long-term-care institution at which the respondent is receiving care unless related to the respondent by blood, marriage, or adoption.

Order (309):

The court order appointing a guardian must include specific findings by clear and convincing evidence that: (1) the needs of the respondent can not be met by a less restrictive alternative, including use of supportive services and technology; and (2) the respondent was given proper notice of hearing.

An order granting full guardianship must state the basis for granting it and findings supporting a conclusion that a limited guardianship would not meet the “functional needs of the ward.”

An order granting limited guardianship must state the specific powers granted to the guardian.

The court’s order must also include contact information for each person entitled to subsequent notices of: (1) rights of the adult under Section 310; (2) change of the ward’s primary dwelling; (3) delegation of powers by the G; (4) the G’s plan; (5) access to court records; (6) death or significant change in condition of the ward; (7) limitation or modification of the G’s powers; and (8) removal of the guardian.

A spouse and adult children of the ward are entitled to notice unless the court directs otherwise for the best interest of the ward.

“If the chancellor finds from the evidence that the person is incapable of taking care of his person, the chancellor shall appoint a guardian over his person.”

“Costs and expenses” of the proceeding are paid by the estate of the ward if a G is appointed. If no estate, or if no guardian is appointed, “costs and expenses” are paid by the petitioner.

Notice of Order (310):

Within 14 days of the order, guardian must serve a copy of the order of appointment on the ward and all other persons given notice under Section 309. The service must include a notice of right to request termination or modification.

Within 14 days of the order the guardian must request the court to give a statement of the rights of the ward and must serve it on all Section 309 persons. The statement must notify the ward of the right to: (1) seek termination, modification, or removal, and to choose an attorney; (2) be involved in decisions about care, dwelling, activities, or social interactions; (3) be involved in health-care decisions; (4) be notified at least 14 days in advance of a change in dwelling, or move to a nursing home or other restrictive facility unless the move is in the guardian’s plan or in a court order; (5) object to a move and the procedure for objecting; (6) communicate visit, and interact with others, unless the court has ordered otherwise; (7) receive a copy of the G’s plan; and (8) object to the guardian’s plan or report.

The guardian may restrict contact by the ward with others if authorized by the court, or if a protective order is in place. If the guardian has good cause to believe that interaction with a specific person would pose a risk of physical, psychological, or financial harm to the ward, the guardian  may restrict contact: (1) for not more than 7 business days if the person has a pre-existing family or social relationship with the ward; or (2) for not more than 60 days for others.

Emergency guardianship of adult (311):

Same as that of a minor.

 

October 23, 2019 § Leave a comment

Judges’ Fall Conference

Next post October 28, 2019

R.I.P. Attorney William E. Ready, Sr.

October 21, 2019 § 2 Comments

William E. Ready, Sr., 1933-2019.

Many of you knew Bill Ready, Sr. as an irascible, outspoken, sometimes rough-edged, always humorous character with an unmatched collection of idiosyncrasies. Those of us who dealt with him more closely discovered that beneath his bluff exterior was a generous heart that embraced and touched many, particularly the less fortunate.

During the Civil Rights Era, Bill stood for right, and helped activists plan and accomplish their work for freedom. He stood up to the Klan. He represented those whom no one else would. Here is a Meridian Star article from a couple of years ago that touches on his history.

Bills trademark bolo tie no doubt will be retired. There’s no one at the bar worthy to wear it, anyway. We’ll miss him.

 

GAP Act CLE November 8

October 8, 2019 § Leave a comment

The Twelfth Chancery Court District and Lauderdale County Bar are sponsoring a 6-hour CLE seminar on the GAP Act on November 8, 2019, at the MSU Riley Center in downtown Meridian.

The program schedule:

800 – 900   Registration

900 – 905   Welcome

905 – 1005   Overview of the GAP Act — Attorneys Rick Courtney and Gray Edmondson

1005 – 1105   Forms to Make Your Job Easier — Chancellor Kiley Kirk and Attorney Whitney Thrasher

1105 –  1115   Break

1115 – 1215   Walk Through of a Guardianship — Chancellor Joey Kilgore

1215 – 1115   Special Lunchtime Speaker — Chief Justice Mike Randolph (Lunch Provided)

115 – 215   Walk Through of a Conservatorship — Chancellor Charles Smith

215 – 315   Best Practices in Fiduciary Matters — Chancellors Robert Logan and Larry Primeaux

315 – 330   Break

330 – 430  Ethics Hour — Professor Donald Campbell, MCLaw

Fee is $125 for pre-registration; $150 at the door. Space is limited, so register soon.

You can mail your check payable to Lauderdale County Bar Association, P. O. Box 1252, Meridian, MS, 39302. Please include your Miss. Bar no. on the check.

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