Opinion ID: 1481116
Heading Depth: 2
Heading Rank: 5

Heading: Ms. Sloan seeks to vacate the conservatorship order.

Text: On September 10, 2002, a little over a month after the court appointed Mr. Anderson to serve as Ms. Jumper's guardian, Ms. Sloan filed an emergency petition to vacate the order appointing her as conservator. In that emergency filing, Ms. Sloan complained that when she wrote to Col. Verfurth in her capacity as conservator, Col. Verfurth told her that the `compliance officer' for Morgan Stanley [Col. Verfurth's former employer] did not recognize the validity of the Letters of Conservatorship, or the authority of the Conservator. Ms. Sloan added that Col. Verfurth, at the direction of the compliance officer, refused to provide any documentation whatsoever regarding the Sally A. Jumper Trust and that Col. Verfurth declined to release any funds to [Ms. Sloan] from the Morgan Stanley holdings of the Sally A. Jumper Trust, which contains nearly 100 per cent of her assets. Ms. Sloan wrote that she needed $18,000 from the trust by September 18, 2002, to pay Ms. Jumper's nursing home fees, and stated that without those funds, she would not have sufficient funds to pay for this reasonable, customary and absolutely necessary care for Sally Jumper. In the emergency motion, Ms. Sloan also advised the court that after the hearing she learned for the first time that Ms. Jumper had executed over the years certain estate-planning documents, including the 1995 and 2001 documents described above. Ms. Sloan's emergency motion sought four areas of relief. First, Ms. Sloan asked that the court appoint a psychiatrist as an Examiner to meet with and evaluate Ms. Jumper. Second, Ms. Sloan sought a determination from [the trial court] as to the validity of either the Sally A. Jumper Trust dated January 12, 2001 or the Sally A. Jumper Trust dated October 6, 1995 and a determination of which, if any, of the Powers of Attorney are valid. Third, Ms. Sloan wrote that in the event that the trial court found that the Sally A. Jumper Trust, together with the Powers of Attorney executed by Sally Jumper on any given date are valid and the need for a Conservator is obviated, then [Ms. Sloan] respectfully requests that this Court vacate the appointment of a Conservator. . . and determine the proper person to be a Successor Trustee for Sally Jumper. Fourth, Ms. Sloan wrote that, if the court determined that a conservator was needed after all, then she asked for a specific order appointing her as Successor Trustee of the Sally A. Jumper Trust. . . so that she may access the urgently needed funds for the care, and maintenance and support of Sally A. Jumper.