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In the Matter of the Conservatorship of Melissa Ann Bateman: Franklin E. James and Dean M. Bateman v. Brandess Gann Nettles, The Guardian and Conservator

2026-10-06

Authorities cited

Opinion

majority opinion

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2025-CA-00630-COA

IN THE MATTER OF THE APPELLANTS CONSERVATORSHIP OF MELISSA ANN

BATEMAN: FRANKLIN E. JAMES AND DEAN

M. BATEMAN

v.

BRANDESS GANN NETTLES, THE GUARDIAN APPELLEE AND CONSERVATOR

DATE OF JUDGMENT: 05/01/2025

TRIAL JUDGE: HON. JOSEPH N. STUDDARD

COURT FROM WHICH APPEALED: LOWNDES COUNTY CHANCERY COURT ATTORNEYS FOR APPELLANTS: TAMEKIA ROCHELLE GOLIDAY

LATISHA NICOLE CLINKSCALES

ATTORNEYS FOR APPELLEE: LAUREN ROGERS DUNN

ROY GREGG ROGERS

NATURE OF THE CASE: CIVIL - DOMESTIC RELATIONS

DISPOSITION: AFFIRMED - 10/06/2026

MOTION FOR REHEARING FILED:

BEFORE CARLTON, P.J., WEDDLE AND LASSITTER ST. PÉ, JJ.

CARLTON, P.J., FOR THE COURT:

¶1. Brandess Gann Nettles filed a petition in the Lowndes County Chancery Court seeking

to be appointed conservator and guardian over her mother, Melissa Bateman, due to the

extensive cognitive and physical injuries Melissa sustained in a car accident. The chancellor

entered an order appointing Brandess as Melissa’s conservator and guardian.1

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As we will discuss, Brandess and her sister, Shasta Varner, were originally appointed as Melissa’s co-conservators and co-guardians, but Shasta was eventually removed due to misconduct.

¶2. Several years later, Brandess sought emergency relief restricting Melissa’s boyfriend,

Franklin James, and Melissa’s ex-husband, Dean Bateman (collectively, the Appellants) from

visiting with Melissa. Brandess alleged that the Appellants caused both Melissa and

Brandess to suffer mental and physical distress. The Appellants subsequently filed a motion

to compel Brandess, in her role as Melissa’s conservator, to file an annual report, and a

motion to appoint a guardian ad litem for Melissa.

¶3. After a hearing, the chancellor granted Franklin limited visitation with Melissa but

prohibited Dean from exercising any visitation with Melissa. The chancellor also ordered

Brandess to file an annual report regarding Melissa’s medical treatment and medical status.

Based on the testimony and evidence, the chancellor found that it was unnecessary to appoint

a guardian ad litem for Melissa.

¶4. On appeal, the Appellants argue that the chancellor erred by limiting their access to

Melissa and that the chancellor abused his discretion by failing to appoint a guardian ad litem

to represent Melissa’s interests.

¶5. After our review, we find no error. We therefore affirm the chancellor’s judgment.

FACTS

¶6. In June 2021, fifty-four-year-old Melissa sustained extensive physical injuries and a

traumatic brain injury as the result of a motor vehicle collision. Approximately two months

after the accident, Melissa’s adult daughters Brandess and Shasta (collectively,

co-conservators) filed a petition to be appointed Melissa’s co-conservators and co-guardians

pursuant to Mississippi Code Annotated sections 93-20-302 and 93-20-402 (Rev. 2021). In

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the petition, the co-conservators asserted that Melissa’s injuries from the accident affected

her ability to receive and evaluate information or make or communicate decisions; as a result,

Melissa was unable to manage her property or financial affairs. After a hearing, the

chancellor agreed that Melissa was incapable of managing her personal and financial affairs,

and in September 2021, the chancellor entered an order appointing Brandess and Shasta as

co-conservators and co-guardians of Melissa.

¶7. In August 2023, the chancellor entered an order authorizing the co-conservators to

accept a proposed settlement on Melissa’s behalf relating to the June 2021 accident.

Pursuant to the order, the net settlement amount was paid to “The Melissa Ann Bateman

Special Needs Trust” (Melissa’s trust).

¶8. After her accident, Melissa was hospitalized in a critical care unit and eventually

transferred to different nursing facilities. The record reflects that Melissa became depressed

while in the nursing home, so the co-conservators used funds from Melissa’s trust to

purchase (and furnish) a house for Melissa. The co-conservators also purchased a vehicle

to transport Melissa to and from her medical appointments. Due to Melissa’s physical and

mental limitations, the co-conservators hired twenty-four-hour in-home care for Melissa.

¶9. At the time of Melissa’s accident, she had been in a romantic relationship with

Franklin for approximately seven years. After Melissa’s accident, Franklin regularly visited

Melissa and made efforts to aid in her rehabilitation and care. When Melissa moved from

the nursing facility into the house, Franklin applied to work for the home healthcare company

that provided Melissa’s care, Help at Home. Franklin was eventually hired as a caregiver for

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Melissa.

¶10. Dean Bateman, Melissa’s ex-husband and Brandess and Shasta’s father, also regularly

visited and cared for Melissa after her accident. At the time of Melissa’s accident, Dean and

Melissa had been divorced for approximately thirty-five years, and they did not have a close

relationship.

¶11. In March 2024, Brandess filed a petition to remove Shasta as Melissa’s co-conservator

and co-guardian, alleging that Shasta was improperly depositing Melissa’s Supplemental

Security Income (SSI) benefit checks into Shasta’s personal checking account. After a

hearing, the chancellor entered an order removing Shasta as co-conservator and co-guardian

of Melissa, leaving Brandess as the sole conservator and guardian.

¶12. The record reflects that Melissa’s caregivers eventually complained to Brandess that

the Appellants made them uncomfortable and interfered with their duties for Melissa. The

Appellants also arranged for an attorney from Disability Rights Mississippi to meet with

Melissa, without Brandess’s knowledge.

¶13. In January 2025, upon Brandess’s request, the chancellor entered an emergency order

enjoining the Appellants from contacting Melissa or entering onto her property. The order

references Brandess’s testimony to the chancellor that the Appellants continuously interfered

with Melissa’s medical care, contacted attorneys on Melissa’s behalf without Brandess’s

knowledge or consent, brought an attorney into Melissa’s home without Brandess’s

knowledge or consent, and caused mental and physical distress to Melissa. Brandess further

testified that the Appellants’ continuous interference had caused Brandess to suffer mental

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and physical distress and made it difficult for Brandess to perform her duties and

responsibilities as Melissa’s conservator.

¶14. In February 2025, the Appellants filed a motion to compel Brandess, in her role as

Melissa’s conservator, to file an annual report and a motion to appoint a guardian ad litem

for Melissa. In the motion, the Appellants asserted that Brandess failed to file the annual

report required by Mississippi Code Annotated section 93-20-423 (Rev. 2021). The

Appellants also made the following claims: Brandess denied Melissa medical care and

treatment, which “severely hampered and restricted” Melissa’s well-being and her recovery

from her injuries; Brandess had forced Melissa into “unhealthy and unwarranted seclusion”;

and Brandess had isolated Melissa from her friends and family.

A. Hearing on Brandess’s Motion for Emergency Relief and Appellants’

Motion to Compel and Appoint a Guardian ad Litem

¶15. In March 2025, the chancellor held a hearing on Brandess’s emergency order and the

Appellants’ motion to compel and appoint a guardian ad litem. The chancellor heard

testimony from Brandess, Franklin, Dean, Melissa, and two of Melissa’s caregivers, Ophelia

Green and Jada Douglas.

¶16. Brandess testified that after her mother’s accident, she and Shasta took steps to be

appointed as Melissa’s co-conservators and co-guardians. Brandess explained that she did

not want her sister to be a co-conservator and co-guardian, but Dean insisted that Brandess

include Shasta. Brandess testified she eventually discovered that Shasta had been cashing

Melissa’s SSI benefit checks and depositing them in Shasta’s personal bank account. After

that, Brandess had to take legal action to remove Shasta as a co-conservator and co-guardian.

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¶17. Brandess admitted that the Appellants had often been extremely helpful with

providing care and assistance to Melissa. Brandess testified, however, that over time, the

Appellants began interfering with Melissa’s caregivers and medical care, making negative

comments about Brandess, and disregarding Brandess’s role as Melissa’s conservator and

guardian.

¶18. Brandess testified that prior to her becoming Melissa’s conservator, her relationship

with her father, Dean, was exceptional, and she described the two as very close. However,

since Melissa’s accident, Brandess’s relationship with her father had changed drastically.

According to Brandess, Dean told various family members, including Brandess’s daughter,

that Brandess was not doing her job as Melissa’s conservator and that she was neglecting

Melissa. Brandess testified that Dean’s interference with her duties in caring for Melissa had

caused “chaos,” and she said that his negative comments were hurtful and put a strain on

their relationship.

¶19. Brandess informed the chancellor about the circumstances leading up to her seeking

the emergency order restricting the Appellants’ visitation with Melissa. Brandess testified

that Melissa’s caregivers, Ophelia and Jada, had complained to her that Franklin often

interfered while they performed their duties during shifts at Melissa’s house. Ophelia and

Jada also told Brandess that Franklin made them feel uncomfortable. Brandess explained

that Melissa often became agitated with her caregivers when Franklin was present because

Franklin made negative comments about the caregivers. However, when Franklin was not

around, Melissa was compliant with her caregivers. Brandess described Melissa’s caregivers

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as amazing and helpful, stating that they loved Melissa and that Melissa loved them.

Brandess expressed her concern that if Franklin continued to make the caregivers

uncomfortable and unhappy during their shifts, they might quit and find other jobs.

¶20. Brandess testified that Dean also tried to interfere with Melissa’s care, stating when

Melissa was in the hospital, Brandess received a phone call alerting her that Dean had asked

several hospital workers to go against Brandess’s instructions and give him information

about Melissa’s treatment plan.

¶21. Brandess further accused Franklin of trying to control Melissa’s emotions and

opinions. Brandess testified that Franklin would make negative comments about Melissa’s

circumstances to Melissa, telling her that her house was a prison and complaining about the

food and even the furniture. Brandess explained that Franklin’s comments agitated Melissa

and negatively affected her mood. Brandess stated that many times after she and Melissa

would discuss an issue in person and come to an agreement, Melissa would later call

Brandess and announce that she had changed her mind about whatever they had agreed upon.

During these phone conversations, Brandess could hear Franklin in the background making

comments to Melissa. Additionally, Brandess testified that she had personally observed

Franklin express his anger whenever family would come visit Melissa, stating that he would

throw his hands up and refuse to speak to or look at Melissa’s family.

¶22. Brandess also testified about a time when Franklin took Melissa out of the nursing

home and let her drive a vehicle through the parking lot. Brandess stated that Franklin

videoed the event and sent it to Melissa’s family, and she described the family as “in an

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uproar” over Franklin letting Melissa engage in an unsafe activity.

¶23. At the end of 2024, Brandess discovered that the Appellants invited an attorney to

Melissa’s home to meet with Melissa. Brandess testified that the Appellants did not consult

her before speaking to the attorney or before bringing the attorney to Melissa’s home.

Instead, Brandess discovered the meeting through footage from the doorbell camera.

¶24. Brandess expressed her concerns to the chancellor that if the Appellants were allowed

to spend time with Melissa, they would continue to put Melissa in situations that caused

mental and physical harm. Brandess also testified that she believed that the Appellants were

trying to get Melissa removed from the conservatorship so that they could have control of her

finances, specifically, her settlement proceeds from the accident. Brandess explained that

based on these concerns, as well as the Appellants’ continuous interference with Brandess

in her role as conservator and with Melissa’s caregivers, she sought the emergency order.

¶25. Brandess testified that since the emergency order went into effect, Melissa had not

asked about or mentioned the Appellants. Brandess also testified that Melissa’s mood had

drastically improved since she was no longer around the Appellants, explaining that Melissa

was more compliant with her caregivers and less agitated.

¶26. Brandess confirmed that in performing her duties as conservator and guardian, she has

followed all the legal advice of her attorneys and the court’s orders. Regarding the required

annual reports, Brandess testified that she was unaware that she was required to file an

annual report concerning Melissa’s condition and status. Brandess explained that she had

relied on her attorney’s guidance through the conservatorship process, and her attorney died

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in December 2024. Brandess agreed to comply with the requirement of filing the annual

reports. Brandess also testified that despite the stress from the Appellants’ interference with

her role as Melissa’s conservator, she wanted to continue in the role because she loves her

mother and wanted Melissa to have someone who will stand up for her and make sure she

has proper care.

¶27. Ophelia Green and Jada Douglas are employed by Help at Home. At the time of the

hearing, Ophelia had worked as Melissa’s sitter and caregiver for approximately a year, and

Jada had worked as Melissa’s sitter and caregiver for approximately three months. Both

Ophelia and Jada opined that Brandess was doing a good job as Melissa’s conservator and

that she was taking proper care of Melissa. Ophelia testified that she often communicates

with Brandess about Melissa’s care, explaining that she calls Brandess whenever Melissa

needs anything, and Brandess takes care of it. Jada described Brandess as “a great person”

who “goes above and beyond” for Melissa.

¶28. Ophelia and Jada testified about their interactions with the Appellants, specifically,

the Appellants’ concerning behavior around Melissa. Ophelia testified that she had observed

Franklin behave in a manner that led her to believe he was a mental danger to Melissa.

Ophelia stated that Franklin would tell Melissa that she needed her own money and would

make negative comments about Brandess’s performance as Melissa’s conservator and

guardian, such as that Brandess “wasn’t doing right” by Melissa. Jada recounted a time when

she heard Franklin whispering to Melissa that Brandess and her husband were “crooked,” and

Franklin told Melissa that he was going to leave. Jada testified that she felt Franklin’s

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comments were inappropriate, and she asked him to stop. Jada observed that Franklin’s

comments negatively affected Melissa, explaining that Melissa soon began saying that she

was in a prison and wanted to go home.

¶29. Ophelia also stated that the Appellants would often bring up the details of Melissa’s

car accident in front of Melissa, describing the accident in detail and commenting about how

Melissa’s brain was “smooshed in” from the accident. Ophelia stated that when these

conversations happened, Melissa appeared unsettled. Ophelia interpreted from Melissa’s

expression that she did not like talking about the car accident, so Ophelia would either ask

the men to stop talking about the accident, or she would take Melissa into another room to

remove her from the situation.

¶30. Ophelia also testified about an occasion when, in Melissa’s presence, Franklin had

disagreed with a doctor’s assessment that Melissa had suffered a stroke. Ophelia described

Franklin as angry with the doctor, and Franklin claimed that the doctor was wrong and that

Melissa had not suffered a stroke.

¶31. Ophelia stated that Franklin often interfered with her ability to care for Melissa during

her shift. Ophelia explained that Franklin would attempt to perform Ophelia’s duties for her

during her shift, such as bathe Melissa and perform household chores. Ophelia stated that

during these occasions, Franklin would stay clocked in to his prior shift as Melissa’s

caregiver. Ophelia testified that this behavior made her uncomfortable, and she reported it

to her boss and to Brandess. Ophelia testified about another occasion when she and Brandess

purchased a lift chair for Melissa and had arranged the furniture to accommodate the chair.

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Ophelia stated that when she came back the next day, the furniture had been rearranged

differently, which confused Ophelia. Ophelia indicated that the Appellants had rearranged

the furniture.

¶32. Ophelia testified that she had worked as a certified nursing assistant for twenty-eight

years, and until the issues with the Appellants, she had never been in a situation where she

felt so uncomfortable or had people interfere with her work. Ophelia and Jada both testified

that they had noticed an improvement in Melissa’s demeanor since the implementation of the

emergency order restricting the Appellants’ visitation. Ophelia described Melissa as more

talkative, and Jada described Melissa as more compliant with her caregivers and sitters.

Ophelia and Jada also testified that since the emergency order, Melissa had not mentioned

the Appellants. Jada testified that although the Appellants can no longer visit, Melissa still

has other friends and family who visit with her. Ophelia also testified that Brandess and her

daughter (Melissa’s granddaughter) often visited Melissa, and Ophelia observed that Melissa

enjoyed these visits.

¶33. The chancellor questioned Melissa under oath. The transcript reflects that Melissa

could only provide short responses and seemed confused. When asked her age, Melissa

responded that she was thirty-nine years old (nearly twenty years younger than her actual age)

and she testified that she did not know what year it was. When questioned about her

relationship with Dean, Melissa described him as a “good friend” and stated that their

relationship was “okay.” Melissa similarly described her relationship with Franklin as

“good” and “okay.” Melissa recalled that she and Franklin had dated. When the chancellor

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asked Melissa if she wanted to see the Appellants again, Melissa responded, “Yes.”

¶34. The chancellor then heard testimony from the Appellants. Dean testified that he and

Melissa divorced in 1990. Dean admitted that prior to Melissa’s accident, he did not have

a close relationship with Melissa, although he described that they had always been on good

terms.

¶35. Dean claimed that after the accident, he witnessed Franklin’s devotion and care for

Melissa, and it touched his heart. Dean testified that he expressed to Franklin his

appreciation for how Franklin cared for Melissa, and Dean told Franklin that he wanted to

“team up” with him. Dean explained that when Franklin was “on a truck run” and could not

care for Melissa, Dean would go to the nursing home or Melissa’s house after work and care

for her. Dean stated that when Franklin quit his job as a truck driver, Franklin was hired by

Help at Home as a caregiver for Melissa. Franklin was also hired to work at the front desk

of the La Quinta Inn. Dean testified that he also got a job at the La Quinta Inn so that if

Franklin could not work his shift at the hotel due to his caregiver schedule, Dean could fill

in for Franklin.

¶36. Dean opined that if he and Franklin had not advocated for Melissa after her accident,

Melissa would not have received the care she needed or made such significant improvements.

Dean testified that he and Franklin drove Melissa to all of her doctor’s appointments and that

they went to Melissa’s home daily to care for her and spend time with her. Dean also

testified about various cognitive and physical exercises and therapies that Franklin had

provided to Melissa outside of her medical care, and he stated that these therapies and

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exercises had improved Melissa’s cognitive and physical abilities. Dean admitted that

Franklin had not coordinated these cognitive and physical exercises and therapies with

Melissa’s treating physicians to ensure that Franklin was not doing anything to hurt or

damage Melissa. However, Dean stated that Franklin “investigates things very thoroughly

before engaging,” and Dean opined that Franklin’s exercises and therapies had been

extremely beneficial to Melissa. During the hearing, both the Appellants admitted that they

were not medical doctors.

¶37. As for Melissa’s medical care, Dean alleged that Melissa did not receive any cognitive

or physical therapy between March 2024—when Melissa moved from the nursing home into

her house—and November 2024, despite one of Melissa’s physicians writing a prescription

for physical and occupational therapy. Dean stated that because Brandess would not

advocate for Melissa and “wouldn’t work with [Franklin and him] to get [Melissa] the

therapies that we felt that the doctor ordered,” he and Franklin had no other option but to

contact an attorney with Disability Rights Mississippi. Dean explained that he and Franklin

wanted to make sure that Melissa had an “advocate in her corner.” Dean admitted that he

and Franklin did not communicate with Brandess before contacting the attorney or bringing

the attorney into Melissa’s home. However, Dean explained that they did not consult with

Brandess because she was resistant and uncooperative.

¶38. Dean admitted that his and Franklin’s “advocacy” for Melissa created conflicts

between him and Brandess. Dean testified that he had to choose sides, and he chose the side

of “truth,” explaining he only wanted Brandess and her attorneys to “faithfully portray” the

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truth of Melissa’s capacity and to advocate for Melissa to receive the therapies she needed.

Dean denied that he and Franklin ever behaved in a manner that harmed Melissa, and he

testified that he and Franklin were always positive and uplifting around Melissa. Dean

described Franklin as a wonderful protector and provider to Melissa.

¶39. Dean also denied that his actions in caring for Melissa were financially motivated, and

he testified that he had never asked to be reimbursed for anything. Dean stated that he gave

his retirement benefits to help Melissa and Franklin and that he did not expect anything in

return, describing it as a “journey of sacrifice.” Dean further denied trying to convince the

court that Melissa had improved so that she (and her finances) no longer needed to be in a

conservatorship. Dean maintained that his sole goal was for Melissa to receive the proper

rehabilitative therapy to help her become independent.

¶40. Regarding the Appellants’ motions, the chancellor asked Dean if he thought Melissa

was capable of expressing her wishes as to visitation and communicating on her own with

an attorney. Dean answered yes, and he opined that despite Melissa’s memory lapses, she

was capable of thinking “very logically.” The chancellor told Dean that he disagreed with

Dean’s assessment, explaining that based on his observation of Melissa, he “[did not] feel

comfortable that she could communicate with anybody on her own without assistance and

[that Melissa] could be easily directed in the manner you wanted to direct her.”

¶41. Franklin testified that at the time of Melissa’s accident, he and Melissa had been in

a romantic relationship for approximately seven years. The record reflects that Franklin is

approximately fifteen years younger than Melissa.

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¶42. Franklin estimated that in the four years since Melissa’s accident, he had spent

thousands of hours caring for her. He testified that at the time of the accident, he worked as

a truck driver, so he was only able to visit her four times a week. Franklin indicated that as

a result of spending so much time caring for Melissa, he lost his trucking job. While he was

unemployed, Franklin visited Melissa daily. Franklin testified that when Melissa was in the

nursing homes, he noticed when she was not receiving proper care, and he would advocate

on her behalf. Franklin stated that during this time, he and Melissa’s family were on good

terms.

¶43. Franklin also testified regarding the care that he, and eventually Dean, provided for

Melissa. Franklin described the various cognitive and physical therapies and exercises he

provided for Melissa. Franklin testified that Melissa exhibited significant cognitive and

physical improvement as a result of these therapies and exercises. Franklin stated that he and

Dean also drove Melissa to her medical appointments.

¶44. In approximately April 2024, Franklin was hired by Help at Home to work as a

caregiver for Melissa. Franklin denied the allegations that he interfered with Melissa’s other

caregivers during their shifts. Franklin also denied making any derogatory comments in front

of Melissa, especially in front of her family. Franklin admitted that around the time of the

emergency order restricting his visitation with Melissa, he made a comment in front of

Melissa about how Brandess was being unfair and that she was unwilling to listen to Melissa,

him, or Dean.

¶45. Franklin admitted that he and Dean did not inform Brandess that they had contacted

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an attorney on Melissa’s behalf or that the attorney met with Melissa in her home. Franklin

maintained that they did not inform Brandess about the attorney because he and Dean “were

being threatened and attacked every step we ever did to advocate for Melissa. So that’s why

we reached out to somebody that might have some sort of more influence and authority with

court than Dean and [me].”

¶46. Franklin further denied that he had any financial interest in dissolving Melissa’s

conservatorship. Franklin stated that the pending litigation was due to his and Dean’s

disagreement with Brandess regarding Melissa’s care. Franklin testified that initially after

the accident, Brandess was very involved in Melissa’s life and with her care, but he stated

that over time, Brandess became less involved. Franklin testified that he believed the

chancellor should examine Melissa’s needs from a third-party perspective, and he claimed

that he had witnessed Brandess’s lack of due diligence, her failure to be involved in

Melissa’s life, and her failure to be proactive with Melissa’s care.

¶47. During Brandess’s rebuttal testimony, she addressed the allegations of a delay in

Melissa receiving therapy. Brandess explained that before Melissa could start therapy, she

had to transition Melissa from the nursing home into her own home and purchase a vehicle

for caregivers to use to drive Melissa to her appointments because Medicaid prohibited

caregivers from driving Melissa in their personal vehicles. Melissa also suffered dental

issues that needed to be urgently addressed. Brandess testified that removing Shasta as a coconservator and co-guardian also created a big delay in Melissa’s care because Brandess had

to go to court to have Shasta removed, take over as the payee for Melissa’s SSI benefits, and

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establish a checking account. Additionally, one of the attorneys who helped advise Brandess

on her conservatorship duties and handled aspects of Melissa’s care died, so Brandess had

to get new therapy referrals and wait for Medicaid approval. Brandess denied that she only

took action for Melissa’s care due to the Appellants’ advocacy. Brandess explained that she

had already begun the process of getting Melissa set up with various therapies before the

Appellants contacted the Disability Rights Mississippi attorney.

¶48. Brandess testified that in the months leading up to the hearing, Melissa had been

attending various therapies two to four days a week. Brandess explained that previously,

Melissa had only received occupational, physical, cognitive, and speech therapies. Melissa

eventually plateaued in her improvement, and Medicaid stopped covering the therapies.

Brandess testified that a therapist suggested that Melissa needed more specialized therapies,

so Brandess took steps to get Melissa evaluated and to obtain a referral. Brandess testified

that Melissa was currently receiving specialized therapies based on Melissa’s specific

physical and cognitive needs, and Brandess stated that Melissa has shown lots of

improvement.

B. Chancellor’s Order Regarding Visitation, Motion to Compel, and

Guardian ad Litem

¶49. After the hearing, the chancellor entered an order awarding Franklin limited visitation

with Melissa every Wednesday from 5:00 p.m. to 7:00 p.m. and every Sunday from

12:00 p.m. to 3:00 p.m. The chancellor based the visitation award on his finding that

Franklin and Melissa had an ongoing relationship prior to the traumatic brain injury Melissa

suffered in the June 2021 car accident. During the visitation periods, the chancellor restricted

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Franklin from discussing the following with Melissa: any prior or ongoing litigation,

treatment by the sitters, medical treatment, Brandess (in her role as Melissa’s

conservator/guardian), or marriage. The chancellor further restricted Franklin from having

sexual relations with Melissa, talking to her caregivers, allowing her to drive any vehicle,

taking her to visit Dean, or taking Melissa to meet with any medical personnel or attorneys.

¶50. As for Dean, the chancellor prohibited him from having any visitation with Melissa.

The chancellor explained that Dean and Melissa had been divorced for thirty-five years and

did not have a close ongoing relationship prior to the accident, and—absent kinship or a close

ongoing relationship prior to the accident—Dean was not entitled to visitation rights with

Melissa.

¶51. Regarding the Appellants’ motions, the chancellor found no credible evidence that

Brandess engaged in misconduct or failed to provide Melissa with proper medical care.

However, the chancellor directed Brandess “to file reports in regard to Melissa Bateman’s

medical treatment and medical status, within thirty (30) days of the entry of this Order and

shall file the reports annually from this point forward as required by law.” The chancellor

also ruled that based upon the evidence presented, he found no need for the appointment of

a guardian ad litem or an attorney to specially represent Melissa in regard to the

conservatorship.

¶52. Brandess subsequently filed her conservator’s plan, inventory report, and well-being

report. See Miss. Code Ann. § 93-20-423.

¶53. The Appellants now appeal the chancellor’s judgment.

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STANDARD OF REVIEW

¶54. “This Court has a limited standard of review in examining and considering the

decisions of a chancellor.” Whitlock v. Whitlock, 421 So. 3d 638, 645 (¶23) (Miss. Ct. App.

2025). “We will not disturb the factual findings of a chancellor when supported by

substantial evidence unless we can say with reasonable certainty that the chancellor abused

his discretion, was manifestly wrong, or clearly erroneous, or applied an erroneous legal

standard.” Id. (quotation mark omitted). We review questions of law de novo. Id.

DISCUSSION

I. Whether the chancellor erred in restricting Franklin’s and Dean’s

visitation with Melissa.

¶55. The Appellants first assert that the chancellor erred in restricting their visitation with

Melissa. The Appellants submit that allowing Melissa to have visitation with them is in

Melissa’s best interests, and they argue that the chancellor failed to give appropriate weight

to Melissa’s expressed preference to maintain a relationship with the Appellants. The

Appellants further assert that Brandess failed to present any credible evidence to show that

the Appellants posed a threat to Melissa.

¶56. We recognize that “[t]he purpose of guardianships and conservatorships is to provide

an amount of protection to an individual who is, for a variety of reasons, unable fully to

protect himself.” In re Conservatorship of Walls, 322 So. 3d 474, 478 (¶16) (Miss. Ct. App.

2021). Mississippi Code Annotated section 93-20-312 (Rev. 2021), which sets forth the

duties of a guardian for an adult, states that “[e]xcept as otherwise limited by the court, a

guardian for an adult shall make decisions regarding the support, care, education, health, and

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welfare of the ward to the extent necessitated by the adult’s limitations.” Miss. Code Ann.

§ 93-20-312(1). Specifically, “the guardian must make the decision the guardian reasonably

believes the adult would make if the adult were able[.]” Id. § 93-20-312(4). In the event that

“a guardian for an adult cannot make a decision under subsection (4) because the guardian

does not know and cannot reasonably determine the decision the adult probably would make

if able . . . the guardian must act in accordance with the best interest of the adult.” Id.

§ 93-20-312(5); Jones ex rel. Taylor, 411 So. 3d 1169, 1173 (¶¶24-26) (Miss. Ct. App.

2025).

¶57. Relevant to the issue before us, section 93-20-314(3) prohibits a guardian for an adult

from “restrict[ing] the ability of the adult to communicate, visit, or interact with others,

including receiving visitors and making or receiving telephone calls, personal mail, or

electronic communications” unless:

(a) Authorized by the court by specific order;

(b) A protective order is in effect that limits contact between the adult and

a person; or

(c) The guardian has good cause to believe restriction is necessary because

interaction with a specified person poses a risk of significant physical,

psychological, or financial harm to the adult and the restriction is

(i) For a period of not more than seven (7) business days if

the person has a family or pre-existing social relationship

with the adult; or

(ii) For a period of not more than sixty (60) days if the

person does not have a family or pre-existing social

relationship with the adult.

Miss. Code Ann. § 93-20-314(3) (Rev. 2021).

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¶58. The Appellants submit that because no existing Mississippi caselaw interprets section

93-20-314(3), this case presents an issue of first impression. The Appellants therefore urge

this Court to find that because Melissa communicated her desire to continue her relationship

with the Appellants, the chancellor can only restrict the Appellants’ visitation with Melissa

under section 93-20-314 if their presence in Melissa’s life poses a risk of significant physical,

psychological, or financial harm.

¶59. Brandess argues, however, that section 93-20-314(3)(a) clearly grants a guardian the

ability to restrict the adult’s ability to communicate, visit, or interact with others “by specific

order” authorized by the court. We agree, and we find that this is the exact scenario that

happened in this case. Brandess petitioned the chancellor for an emergency order restricting

the Appellants from visiting Melissa, alleging that the Appellants had continuously interfered

with Melissa’s medical care, contacted attorneys on Melissa’s behalf without Brandess’s

knowledge or consent, caused mental and physical distress to both Melissa and Brandess, and

made it difficult for Brandess to perform her duties and responsibilities as Melissa’s guardian

and conservator. The chancellor entered an emergency order granting Brandess “the power

to deny [the Appellants] access to Melissa.”

¶60. Brandess also disputes the Appellants’ claim that section 93-20-314(3) requires a

finding by the chancellor that the persons who were restricted from accessing Melissa posed

a risk of significant physical, psychological, or financial harm. We agree that the statute

requires no such finding by the chancellor. Instead, the statute allows the guardian to

temporarily restrict the adult’s interaction with the persons without a court order if the

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guardian “has good cause to believe restriction is necessary because interaction with a

specified person poses a risk of significant physical, psychological, or financial harm to the

adult.” Miss. Code Ann. § 93-20-314(3).

¶61. As for the chancellor’s restriction of the Appellants’ visitation with Melissa, we find

that this decision was supported by substantial evidence in the record. As discussed, the

transcript reflects that prior to Melissa’s accident and traumatic brain injury, she and Franklin

had been in a romantic relationship. However, Melissa and Dean had been divorced for

thirty-five years and did not have a close ongoing relationship prior to the accident.

Although the Appellants spent significant time caring for Melissa and driving her to

appointments, testimony shows that the Appellants also interfered with the duties of

Melissa’s other caregivers and with Brandess’s duties as Melissa’s conservator and guardian.

Brandess, Ophelia, and Jada testified that the Appellants made negative comments in front

of Melissa that negatively impacted her mood and caused her to resist the instructions and

aid of her caregivers. Franklin also placed Melissa in a dangerous situation by allowing her

to drive a vehicle. Additionally, the chancellor questioned Melissa regarding her desires to

see the Appellants, and the chancellor stated in his bench ruling that Melissa’s responses

were “basically monosyllabic” and that he found nothing to indicate that visitation with the

Appellants “was a burning issue for her.”

¶62. After hearing testimony and considering evidence, the chancellor found that it was in

Melissa’s best interests to restrict the Appellants’ visitation with her. The chancellor entered

an order prohibiting Dean from visitation with Melissa, explaining that absent kinship or a

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close ongoing relationship with Melissa, he was not entitled to visitation rights.2 The

chancellor granted Franklin limited visitation with Melissa, acknowledging that the two had

an ongoing relationship prior to her car accident. However, the chancellor prohibited

Franklin from discussing various topics with Melissa or engaging in certain activities. The

chancellor clarified that the restrictions were not intended to punish the Appellants or deny

Melissa access to social interaction; rather, “[t]he problem lies with the fact that [the

Appellants] have become adversarial with [Brandess] and the decisions she is making

pursuant to authority granted by this [c]ourt.” The chancellor found that the Appellants’

actions of undermining Brandess’s authority and creating unrest with Melissa and her

caregivers were not in Melissa’s best interests. The chancellor stated that depending on how

Melissa responded to the present visitation schedule, the restrictions could eventually

“loosen” in the future.

¶63. We recognize that the chancellor is the “superior guardian” of an adult ward, In re

Conservatorship of Mathews, 633 So. 2d 1038, 1040 (Miss. 1994), and “[u]nless we find that

a chancery court’s determination regarding visitation and its restrictions is manifestly wrong

or constitutes an abuse of discretion, we are bound to accept its findings.” McPhail v.

McPhail, 218 So. 3d 290, 294 n.5 (Miss. Ct. App. 2017) (quoting Bolivar v. Waltman, 194

So. 3d 889, 893 (¶6) (Miss. Ct. App. 2016)).3 Additionally, “because a chancellor is the only

2

In his bench ruling, the chancellor commented that it was “odd” that Dean sacrificed his relationship with Brandess and her children for Franklin.

3

In McPhail, this Court acknowledged that this language related to child custody, but the Court found it was also applicable to visitation with adults in a guardianship. Id.

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one to hear the testimony of witnesses and observe their demeanor, he or she is in the best

position to evaluate a witness’s credibility.” Russell v. Allen (In re Allen), 962 So. 2d 737,

741 (¶14) (Miss. Ct. App. 2007).

¶64. After our review, we find that the chancellor’s order restricting the Appellants’

visitation with Melissa was supported by substantial evidence.

II. Whether the chancellor erred in failing to appoint a guardian ad

litem to represent Melissa’s interests.

¶65. The Appellants also argue that the chancellor erred in failing to appoint a guardian ad

litem to represent Melissa’s interests. The Appellants assert that due to the “hotly contested

issue . . . as to whether Melissa was receiving appropriate physical, occupational, and

cognitive therapies,” the chancellor should have appointed a guardian ad litem to investigate

Melissa’s current medical condition and determine whether Melissa was receiving

appropriate medical treatment.

¶66. Pursuant to Mississippi Code Annotated sections 93-20-304 and 93-20-405, which

pertain to guardianship of an adult and conservatorship, respectively, a chancellor “may

appoint a guardian ad litem to any respondent.” Miss. Code Ann. §§ 93-20-304 & 93-20-405

(Rev. 2021). Section 93-20-304 further states that the chancellor shall not appoint a guardian

ad litem “except when the court considers it necessary for the protection of the interest of the

respondent[.]” Id. § 93-20-304. Additionally, Mississippi Code Annotated section

93-20-316 (Rev. 2021) permits a chancellor to appoint a guardian ad litem to review a

guardian’s well-being report, “interview the guardian or ward, or investigate any other matter

involving the guardianship.” Miss. Code Ann. § 93-20-316(3) (Rev. 2021). We find that this

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statutory language clearly states that the chancellor’s appointment of a guardian ad litem is

discretionary.

¶67. In the present case, the chancellor determined that appointment of a guardian ad litem

for Melissa was not necessary. The chancellor explained that the Appellants, as the movants,

failed to present medical evidence showing that Brandess failed to provide proper medical

care for Melissa. The chancellor also found no evidence to show that Brandess engaged in

misconduct in her role as Melissa’s conservator. The chancellor concluded that based on the

testimony and evidence presented at the hearing, “a full investigation has taken place in this

hearing and the [c]ourt has heard testimony from all persons who a guardian ad litem would

speak to in making a report.”

¶68. After our review, we find that the chancellor did not abuse his discretion in

determining that it was not necessary to appoint a guardian ad litem for Melissa.

CONCLUSION

¶69. As discussed, the chancellor’s order restricting the Appellants’ visitation with Melissa

was supported by substantial evidence. Additionally, the chancellor did not abuse his

discretion in determining that it was unnecessary to appoint a guardian ad litem for Melissa.

Accordingly, we affirm the chancellor’s judgment.

¶70. AFFIRMED.

BARNES, C.J., WILSON, P.J., WESTBROOKS, McDONALD, LAWRENCE,

McCARTY, EMFINGER, WEDDLE AND LASSITTER ST. PÉ, JJ., CONCUR.

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