San Diego County Health & Human Services Agency v. Amanda B.
Conservatorship of the Person of AMANDA B. SAN DIEGO COUNTY HEALTH AND HUMAN SERVICES AGENCY, Petitioner and Respondent, v. AMANDA B., Objector and Appellant
- Proceeding
- appeal
- Trial court
- Superior Court of San Diego County
- Trial judge
- Theodore M. Weathers
- Outcome
- reversed — The order of the trial court is reversed insofar as it denies Amanda’s petition for rehearing regarding her status as conservatee.
- Area
- probate
- Panel
- Cynthia Aaron (author)
Analysis
The trial court denied Amanda B.'s petition for rehearing regarding her conservatorship status on procedural grounds, citing a six-month waiting period, and denied her request to modify special disabilities based on expert testimony. The Court of Appeal reversed the procedural denial of the status petition, finding the statute allows an initial petition at any time, but affirmed the denial of the disability modification due to substantial evidence.
| Ruling reviewed | Standard | The court | The model |
|---|---|---|---|
Denial of petition for rehearing regarding conservatorship status (Welf. & Inst. Code, § 5364) on the ground that it was filed before six months had elapsed since the conservatorship was established.“The trial court denied Amanda’s petition for a rehearing on the issue of her status as a conservatee on the ground that she filed the petition before six months had elapsed since the conservatorship was established.” | de novo | error (statutory interpretation) | agree with court The appellate court applied de novo review to the statutory interpretation issue. It concluded the trial court erred by relying on *Henreid v. Superior Court* to impose a six-month waiting period for the *initial* petition. The court held that Welfare and Institutions Code section 5364 is unambiguous in allowing a conservatee to petition for rehearing 'at any time,' with the six-month restriction applying only to *subsequent* petitions. The court found *Henreid*’s interpretation unreasonable in light of the plain language and other case law acknowledging the right to file an initial petition immediately. |
Denial of petition for modification of special disabilities (Welf. & Inst. Code, § 5358.3) including the right to drive, contract, and make medical decisions.“We conclude that there is substantial evidence to support the trial court’s order denying Amanda’s request for modification, and affirm that portion of the order.” | substantial evidence | correct | agree with court The appellate court applied the substantial evidence standard of review. It affirmed the trial court's decision, finding that the testimony of Dr. Matthew Carroll regarding Amanda's delusional thinking, vulnerability to exploitation, and unsafe driving provided sufficient evidence to support the imposition of the special disabilities. The court did not find the trial court's factual findings to be unsupported by the record. |
Authorities
- relied: Henreid v. Superior Court (1976) 59 Cal.App.3d 552 — The trial court relied on this case to hold that a conservatee must wait six months after the establishment of a conservatorship before filing an initial petition for rehearing under section 5364. The appellate court rejected this interpretation, finding it inconsistent with the plain language of the statute.
- relied: People v. Hudson (2006) 38 Cal.4th 1002 — Cited for the principle that when statutory language is unambiguous, the plain meaning controls and the court presumes the Legislature meant what it said.
- relied: Fitch v. Select Products Co. (2005) 36 Cal.4th 812 — Cited for the principle that courts look first to the words of the statute, giving them their ordinary meaning and construing them in context.
- relied: Baber v. Superior Court (1980) 113 Cal.App.3d 955 — Cited to support the interpretation that a conservatee may file an initial petition for rehearing 'at any time' and that the six-month waiting period applies to successive petitions. Also cited for the burden of proof at a rehearing (preponderance of the evidence).
- relied: Conservatorship of Ben C. (2007) 40 Cal.4th 529 — Cited to support the proposition that during a one-year conservatorship, a conservatee may twice petition for rehearing pursuant to section 5364, implicitly acknowledging the right to file before six months have elapsed.
- relied: In re Gonzales (1971) 6 Cal.3d 346 — Cited for the statement that a conservatee may petition the court 'at any time' for a rehearing, but not more often than once each six months.
- relied: Conservatorship of Kevin M. (1996) 49 Cal.App.4th 79 — Cited for the proposition that a petition for rehearing may be brought 'at any time, but no more frequently than every six months.'
- relied: Conservatorship of Everette M. (1990) 219 Cal.App.3d 1567 — Cited for the proposition that at a rehearing proceeding, the conservatee bears the burden to prove by a preponderance of the evidence that he or she is no longer gravely disabled.
The appellate opinion: sound — The opinion is sound because it correctly applies the plain meaning rule to the unambiguous text of Welfare and Institutions Code section 5364, distinguishing between initial and subsequent petitions. It effectively distinguishes the prior *Henreid* decision by showing its interpretation contradicts the statutory language and other controlling authorities.
How this analysis was made · dispute it
record incompleteThe trial court denied Amanda B.’s Welfare and Institutions Code section 5364 petition for rehearing on her status as an LPS conservatee as premature under Henreid v. Superior Court because six months had not elapsed since the conservatorship was reestablished, and after a contested hearing denied her section 5358.3 request to lift the special disabilities (driver’s license, contracting, medical decisions). The Court of Appeal rejected Henreid’s reading of section 5364, held an initial petition may be filed “at any time,” reversed the denial of the status petition and remanded for a merits hearing, and affirmed (in an unpublished portion) the denial of modification of the disabilities as supported by substantial evidence.
| Ruling reviewed | Standard | The court | The model |
|---|---|---|---|
Denial, without a hearing, of Amanda’s section 5364 petition for rehearing on her status as a conservatee on the ground it was filed before six months had elapsed since establishment of the conservatorship (relying on Henreid)“The trial court denied Amanda’s petition for a rehearing on the issue of her status as a conservatee on the ground that she filed the petition before six months had elapsed since the conservatorship was established.” | de novo | error (statutory interpretation) | agree with court Section 5364 states a conservatee may petition for rehearing “at any time” and imposes the six-month bar only “after the filing of the first petition.” Under the plain-meaning rule of People v. Hudson and Fitch, the unambiguous text controls, and Henreid itself conceded the literal language supported the conservatee’s reading before substituting its own policy judgment. The Supreme Court in Ben C. and In re Gonzales, and Courts of Appeal in Baber and Kevin M., described the scheme as permitting up to two rehearings per year, consistent with the plain reading. The appellate court was free to decline to follow a sister Court of Appeal decision, and its textual analysis is correct. |
Denial, after a contested hearing, of Amanda’s section 5358.3 request to modify the special disabilities imposed under section 5357 (driver’s license, right to contract, right to make medical decisions)“We conclude that there is substantial evidence to support the trial court’s order denying Amanda’s request for modification, and affirm that portion of the order.” | substantial evidence | correct | agree with court The analysis in Part III.B is unpublished and omitted from the opinion provided, so the court’s reasoning cannot be examined directly. However, the recited record shows Dr. Carroll testified that Amanda could not make medical decisions, that her delusional thinking made her vulnerable to exploitation in contracts, and that it would be unsafe for her to drive; this expert testimony, if credited, constitutes substantial evidence supporting each disability under the deferential standard, and Amanda’s contrary testimony merely created a conflict for the trier of fact. |
Authorities
- relied: Henreid v. Superior Court (1976) 59 Cal.App.3d 552 — Authority the trial court relied on; it construed section 5364 to require a conservatee to wait six months before filing an initial petition for rehearing. The Court of Appeal addressed and expressly declined to follow this interpretation as contrary to the statute’s plain language.
- relied: People v. Hudson (2006) 38 Cal.4th 1002 — Statutory language is the most reliable indicator of legislative intent; if unambiguous, the plain meaning controls.
- relied: Fitch v. Select Products Co. (2005) 36 Cal.4th 812 — Courts give statutory words their ordinary meaning in context and presume the Legislature meant what it said.
- relied: Baber v. Superior Court (1980) 113 Cal.App.3d 955 — A conservatee may demand the first section 5364 rehearing “at any time” and may initiate up to two rehearings during a one-year conservatorship; at a rehearing there is no jury right and the conservatee bears the burden by a preponderance of proving he or she is no longer gravely disabled.
- relied: Conservatorship of Ben C. (2007) 40 Cal.4th 529 — During a one-year LPS conservatorship, a conservatee may twice petition for rehearing under section 5364.
- relied: In re Gonzales (1971) 6 Cal.3d 346 — A conservatee may petition the court at any time, but not more often than once each six months, for a rehearing as to his status.
- relied: Conservatorship of Kevin M. (1996) 49 Cal.App.4th 79 — A section 5364 petition for rehearing may be brought at any time, but no more frequently than every six months.
- relied: Conservatorship of Everette M. (1990) 219 Cal.App.3d 1567 — At a section 5364 rehearing the conservatee bears the burden of proving by a preponderance of the evidence that he or she is no longer gravely disabled.
The appellate opinion: sound — The court correctly applied the plain-meaning rule to the unambiguous text of section 5364, exposed Henreid’s own concession that the literal language favored the conservatee, and showed its reading is consistent with how the Supreme Court and other Courts of Appeal have described the statutory scheme. The remedy—remand for a merits hearing with the proper burden and right to counsel—follows directly, and the substantial evidence affirmance is defensible on the recited expert testimony though its analysis is unpublished.
How this analysis was made · dispute it
record incompleteOpinion — Aaron
*1382 Opinion
AARON, J.I.
INTRODUCTION
Conservatee Amanda B. appeals from a postjudgment order denying her petition for a rehearing on her status as a conservatee and denying her request to modify the disabilities that the trial court imposed as part of the judgment reestablishing Amanda’s conservatorship. After the court reestablished Amanda’s conservatorship and imposed a number of special disabilities on Amanda, she filed two petitions for rehearing, one in which she sought to challenge her status as a conservatee, and another in which she challenged the trial court’s imposition of special disabilities pursuant to Welfare and Institutions Code 1 section 5357, including the court’s decision to deny her (1) “[t]he privilege of possessing a license to operate a motor vehicle,” (2) the right to contract, and (3) the right to refuse or consent to medical treatment. (§ 5357,- subds. (a), (b), (d), (e).) The trial court denied Amanda’s petition for a rehearing on her status as a conservatee, but held a hearing on the issue of the special disabilities. After the hearing, the trial court denied Amanda’s request to remove the special disabilities.
On appeal, Amanda contends that there is insufficient evidence to support the trial court’s denial of her request to be allowed to have a driver’s license, to enter into contracts, and to make her own medical decisions. She further contends that the trial court erred in denying her petition for a rehearing on her status as a conservatee on the ground that she had not waited six months from the time of the establishment of her conservatorship to file the petition.
We conclude that there is substantial evidence to support the trial court’s order denying Amanda’s request for modification, and affirm that portion of the order. However, we reverse the court’s order insofar as it denies on procedural grounds Amanda’s petition for rehearing regarding her status as a conservatee.
*1383 II.
FACTUAL AND PROCEDURAL BACKGROUND
On February 19, 2008, the San Diego County Public Conservator filed a petition to reestablish the conservatorship of Amanda under the Lanterman-Petris-Short Act (LPSA). 2 On June 4, 2008, a jury found Amanda to be gravely disabled. That same day, the trial court entered a judgment reestablishing Amanda’s conservatorship and imposing special disabilities on Amanda, including denying her the privilege of having a driver’s license, denying her the right to enter into contracts, and denying her the right to make decisions regarding her medical care. 3
On July 1, 2008, Amanda filed a petition for rehearing as to the finding that she is unable to provide food, clothing or shelter for herself. On July 29, Amanda filed a second petition for rehearing in which she sought to modify the judgment with regard to her right to possess a license to operate a motor vehicle, to enter into contracts, and to make medical decisions pertaining to her own care, presumably pursuant to section 5358.3 4 The trial court scheduled a hearing with respect to both matters for August 14, 2008.
On August 14, without holding a hearing, the trial court denied Amanda’s first petition for rehearing, in which she challenged the finding regarding her inability to provide food, clothing, and/or shelter for herself pursuant to section 5364. Relying on Henreid v. Superior Court (1976) 59 Cal.App.3d 552 [130 Cal.Rptr. 892] (Henreid), the court ruled that the petition for rehearing regarding Amanda’s status as a conservatee was premature because she filed the petition before six months had elapsed from the time of the establishment of the conservatorship.
The court held a contested hearing as to Amanda’s section 5358.3 petition for rehearing in which she sought modification of the disabilities that the court had imposed. Dr. Matthew Carroll testified on behalf of the public conservator regarding Amanda’s specific disabilities. Dr. Carroll testified that *1384 it was his opinion that Amanda was not capable of mating medical decisions regarding her mental and physical illnesses. Dr. Carroll further testified that Amanda should not be permitted to enter into contracts because her delusional thinking made her vulnerable to the possibility that people would take advantage of her. He also testified that he did not believe it would be safe to permit Amanda to drive, and that she should therefore not be allowed to possess a driver’s license.
Amanda testified in her own behalf. She said that she would go to the doctor and continue seeing a psychiatrist if she were given the opportunity to make her own medical decisions. Amanda’s attorney argued that she should be given the right to enter into contracts, to drive, and to make her own medical and mental health decisions.
After hearing testimony and considering documentary evidence, the trial court denied Amanda’s request for modification of her disabilities.
Amanda filed a timely notice of appeal on August 27, 2008.
in.
DISCUSSION
A. The court should have considered Amanda’s petition for rehearing as to her status as a conservatee on the merits
The trial court denied Amanda’s petition for a rehearing on the issue of her status as a conservatee on the ground that she filed the petition before six months had elapsed since the conservatorship was established. In ruling on Amanda’s section 5364 petition, the trial court relied on Henreid, supra, 59 Cal.App.3d 552, in which the court interpreted section 5364 to require that a conservatee wait six months after the imposition of the conservatorship before filing a petition to challenge the status of a conservatorship.
The relevant language of section 5364 provides: “At any time, the conservatee may petition the superior court for a rehearing as to his status as a conservatee. However, after the filing of the first petition for rehearing pursuant to this section, no further petition for rehearing shall be submitted for a period of six months.”
Amanda contends that the only reasonable reading of the plain language of the statute is that the statute allows a conservatee to file an initial petition for rehearing “at any time.” We agree with Amanda and reject the Henreid court’s interpretation of the statute.
*1385 As Amanda correctly points out, the language of the statute clearly states that a conservatee may petition for a rehearing “at any time.” It is only with regard to the filing of any subsequent petition that a six-month waiting period is imposed. The language of the statute is unambiguous. “Because the language of a statute is generally the most reliable indicator of the Legislature’s intent, we look first to the words of the statute, giving them their ordinary meaning and construing them in context. If the language is unambiguous, we presume the Legislature meant what it said, and the plain meaning of the statute controls.” (People v. Hudson (2006) 38 Cal.4th 1002, 1009 [44 Cal.Rptr.3d 632, 136 P.3d 168], citing Fitch v. Select Products Co. (2005) 36 Cal.4th 812, 818 [31 Cal.Rptr.3d 591, 115 P.3d 1233].)
The Henreid court acknowledged that the plain language of the statute does not require that a conservatee wait six months before filing an initial petition challenging his or her status; “It is true that a reading of the express language of section 5364 may support the literal construction urged by petitioner [i.e., that the petition may be filed at any time].” (Henreid, supra, 59 Cal.App.3d at p. 555.) The Henreid court also acknowledged the fact that a “lapse of six months” is required only “between a conservatee’s filing of successive petitions for a rehearing of his status.” (Ibid.) In our view, this should have been the end of the Henreid court’s analysis. However, the Henreid court went on to provide its own construction of the relevant statutory language, concluding that the Legislature must have intended to require a conservatee to wait six months before filing an initial petition for rehearing because such a rule would better serve the purposes of the LPSA and would avoid what the Henreid court considered to be undesirable consequences. (59 Cal.App.3d at pp. 556-557.)
The Henreid court’s reasoning is suspect in light of the actual consequences of giving the words their plain meaning. Because a conservatee is entitled to a new hearing every year (see § 5361), the six-month waiting period between petitions for rehearing means that a conservatee will be able to file no more than two section 5364 petitions for rehearing during a yearlong conservatorship. (Baber v. Superior Court (1980) 113 Cal.App.3d 955, 959 [170 Cal.Rptr. 353] (Baber).)
Further, the proceedings on a petition for rehearing under section 5364 differ from the proceedings on a petition to establish or reestablish a conservatorship under section 5350. Unlike proceedings to appoint or reappoint a conservator, at which the conservatee has the right to a jury trial and the state bears the burden of proving beyond a reasonable doubt that the conservatee is gravely disabled, at a rehearing, there is no right to a jury trial, and the burden is on the conservatee to prove that he or she is no longer gravely disabled. (See Baber, supra, 113 Cal.App.3d at p. 965.)
*1386 Contrary to the Henreid court’s assertion, according a conservatee the “additional safeguard of being able to initiate up to two rehearings” (Baber, supra, 113 Cal.App.3d at p. 965) is not absurd, nor does it frustrate the purposes of the LPSA. In describing the statutory scheme, the Supreme Court and other courts have implicitly acknowledged a conservatee’s right to file a section 5364 petition before waiting for six months to elapse. (See Conservatorship of Ben C. (2007) 40 Cal.4th 529, 541 [53 Cal.Rptr.3d 856, 150 P.3d 738] [noting that “[d]uring a one-year conservatorship, a conservatee may twice petition for rehearing” pursuant to § 5364]; In re Gonzales (1971) 6 Cal.3d 346, 349 [99 Cal.Rptr. 17, 491 P.2d 809] [conservatee “may himself petition the court at any time, but not more often than once each six months, for a rehearing as to his status as a conservatee”]; Conservatorship of Kevin M. (1996) 49 Cal.App.4th 79, 84 [56 Cal.Rptr.2d 765] [petition for rehearing “may be brought at any time, but no more frequently than every six months”]; Baber, supra, 113 Cal.App.3d at p. 965 [the “first rehearing can be demanded ‘at any time’ ” under the statute].)
We conclude that the Henreid court’s interpretation of section 5364 is not reasonable. Section 5364 means what it says—i.e., that after a conservator-ship has been established, the conservatee may file an initial petition for rehearing to challenge his or her status as a conservatee “at any time.” However, once a conservatee has filed an initial petition for rehearing, he or she must wait six months before filing another petition for rehearing concerning his or her status as a conservatee.
Because the trial court relied on Henreid to deny Amanda’s section 5364 petition for rehearing and did not consider the petition on its merits, we reverse that portion of the trial court’s order denying Amanda’s petition for rehearing as to her status as a conservatee and remand the matter to the trial court to consider the petition on its merits. At the rehearing proceeding, Amanda will bear the burden to prove by a preponderance of the evidence that she is no longer gravely disabled. (Conservatorship of Everette M. (1990) 219 Cal.App.3d 1567, 1573 [269 Cal.Rptr. 182]; Baber, supra, 113 Cal.App.3d at p. 966.) Amanda has a right to the assistance of appointed counsel at the rehearing proceedings. (§ 5365.)
B. There is substantial evidence to support the trial court’s decision not to modify the special disabilities *
*1387 IV.
DISPOSITION
The order of the trial court is reversed insofar as it denies Amanda’s petition for rehearing regarding her status as conservatee. On remand, the trial court shall consider the petition on its merits and shall conduct further proceedings as may be necessary. The portion of the trial court’s order denying Amanda’s request for modification of her special disabilities is affirmed.
Haller, Acting P. J., and McIntyre, J., concurred.
Further statutory references are to the Welfare and Institutions Code unless otherwise indicated.
Section 5000 et seq.
Amanda separately appealed from this judgment.
Section 5358.3 provides: “At any time, a conservatee or any person on his behalf with the consent of the conservatee or his counsel, may petition the court for a hearing to contest the rights denied under Section 5357 or the powers granted to the conservator under Section 5358. However, after the filing of the first petition for hearing pursuant to this section, no further petition for rehearing shall be submitted for a period of six months.” Although Amanda does not refer specifically to this statutory provision in her petition for rehearing, this provision authorizes a conservatee to seek a rehearing to modify the special disabilities imposed pursuant to section 5357—disabilities that include limitations on the privilege to possess a driver’s license, the right to enter into contracts, and the right to refuse or consent to medical treatment.
See footnote, ante, page 1380.
Cites, in this corpus
- San Diego County Health & Human Services Agency v. Ben C. S126664 · 2007-02-05
- People v. Hudson S122816 · 2006-06-19
- Fitch v. Select Products Co. S116223 · 2005-08-01
- Conservatorship of Kevin M. A070363 · 1996-09-11
- Conservatorship of Everette M. F012253 · 1990-05-03
- Baber v. Superior Court Civ. 23945 · 1980-12-23
- Henreid v. Superior Court Civ. 38243 · 1976-06-28
- In Re Gonzales Crim. 15176 · 1971-12-20
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- Conservatorship of Clara P. CA5 F065812 · 2013-08-29
- San Diego County Health & Human Services Agency v. Deidre B. D054783 · 2010-01-11