Adam Gort and Lisa Forman v. William Gort

185 So. 3d 607, 2016 Fla. App. LEXIS 1448
CourtDistrict Court of Appeal of Florida
DecidedFebruary 3, 2016
Docket4D14-3830 and 4D15-398
StatusPublished
Cited by1 cases

This text of 185 So. 3d 607 (Adam Gort and Lisa Forman v. William Gort) is published on Counsel Stack Legal Research, covering District Court of Appeal of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Adam Gort and Lisa Forman v. William Gort, 185 So. 3d 607, 2016 Fla. App. LEXIS 1448 (Fla. Ct. App. 2016).

Opinions

MAY, J.

These appeals arise from guardianship proceedings involving two brothers and a cousin. A brother and his cousin appeal two orders. The first is a final summary judgment in favor of the older brother, who is the petitioner. The second order awarded attorney’s fees to the petitioner. The brother and his cousin argue the trial court erred in enforcing a- settlement agreement and awarding fees. We disagree and affirm.

The petitioner petitioned to have his brother found incapacitated and for appointment of a limited guardian and emergency temporary. guardian (ETG).,, The petition alleged the brother is a diagnosed paranoid schizophrenic and suffers from auditory hallucinations. The brother has checked himself in and out of hospitals. These hospitals have recommended that he be committed to a state facility where he can receive the proper care and treatment he requires. The petition- alleged the brother was incapable of exercising many rights including the right to contract.

The brother and his cousin opposed the petition. The cousin petitioned to determine the brother’s incapacity and sought to be appointed plenary guardian of his person and property.

The trial court entered an order setting an incapacity hearing, appointed counsel for the brother, and appointed a three-member examining committee. All three members found the brother was incapacitated and lacked the capacity to contract.

The brother moved to substitute counsel, which the trial court granted. The brother denied he was incapacitated and requested the court enter an order reflecting he is capable of exercising all of his rights.

Prior to the incapacity hearing, the court referred the parties to mediation. All parties participated and were represented by counsel. The mediation resulted in a settlement agreement, in which the petitioner and the cousin would' dismiss their pending petitions' without the need for prior court approval. The brother and cousin agreed to provide the petitioner with: notice of the brother’s medical events, copies of his financial statements, and the deed to the brother’s house. They agreed to designate a neutral agency to evaluate the brother’s living situation -every six months, and open lines of commu[610]*610nication between the petitioner and his brother.

Pursuant to the agreement, the petitioner and cousin voluntarily dismissed their petitions. They filed the settlement agreement with the court with attachments showing the brother’s compliance with some of the agreement’s terms.

Over one year later, the petitioner filed an action against the brother and cousin in the probate division seeking a declaration that the settlement agreement was valid and enforceable. The case was assigned to a new judge. The brother responded by asserting affirmative defenses, and filing a counter-petition seeking to have the agreement decláred invalid and unenforceable. The cousin also responded and asserted affirmative defenses:

The petitioner then moved for summary judgment. The brother filed a response and affidavits in opposition to the motion. The cousin joined in the brother’s response.

The brother’s affidavit attested that he is estranged from the petitioner, who lives in Ohio. He admitted himself to Pah’ Oaks Hospital in May 2012 for treatment of his schizophrenia. His condition began to improve immediately when he was placed on proper medication. He was discharged the following month.

He lives with his aunt; his cousin lives around the corner from them. At the court ordered mediation, he felt, extremely vulnerable and pressured to sign the settlement agreement. He was afraid that if he did not sign the agreement, he would be sent to a state mental facility. He, complied with the agreement for some time but stopped doing so in 2013.

He has no desire to have open communication with the petitioner because the petitioner is overbearing, abusive, controlling, and undermining his efforts to live independently. His mental and physical health have improved since the settlement agreement. He lives a normal life, and the cousin acts as his health care surrogate and has his power of attorney.

The trial court heard oral argument on the petitioner’s motion for summary judgment in August 2014. At the court’s direction, the parties submitted supplemental authorities and proposed orders. Both parties received notice of each other’s proposed orders. On September 15, 2014, the trial court adopted the petitioner’s order, and entered summary judgment in his favor. The order contained extensive findings of fact and conclusions of law.

The trial court found, in part:

(1) the agreement is silent as to its termination date, but it is reasonable to interpret the termination date as the brother’s death;
(2) the petitioner relied to his detriment on the agreement when he voluntarily dismissed his petition to determine incapacity;
(3) the brother did not sign the settlement agreement under coercion or duress because the petitioner did not engage in improper or illegal conduct; and
(4) it was not' improper for the parties to enter into the settlement agreement after a petition to determine incapacity had been filed but before an adjudicatory hearing because there is no requirement for an adjudicatory hearing every time a petition is filed.

From that order, the brother and cousin now appeal.

We have de novo review. Pitcher v. Zappitell, 160 So.3d 145, 147 (Fla. 4th DCA 2015) (citing Chhabra v. Morales, 906 So.2d 1261, 1262 (Fla. 4th DCA 2005)). “‘The movant’s burden [in a summary [611]*611judgment proceeding] is to come forward with competent evidence to demonstrate the non-existence of a, material issue of fact.’ ” Id. (alteration in original) (quoting Bratt v. Laskas, 845 So.2d 964, 966 (Fla. 4th DCA 2003)).

The brother and cousin argue the trial court erred in enforcing the settlement agreement because it is void under Florida law and public policy. Specifically, they argue the petitioner cannot voluntarily dismiss his petition without the statutorily required adjudicatory hearing on the brother’s incapacity. See § 744.331(4), Fla. Stat. (2012). They also argue that the petitioner is estopped from arguing that his brother had the capacity to enter into the agreement because it was contrary to the allegations in his petition, and the examining committee found the brother lacked capacity. '

The petitioner responds that his brother was presumed to have capacity because he was never adjudicated incapacitated and the examining committee’s reports are not properly considéred because they are inadmissible hearsay. The petitioner also responds that the agreement does not violate due process becáuse he voluntarily dismissed his petition, and the doctrine of judicial estoppel does not apply.

“ ‘Proceedings to determine the [incapacity] of a person are generally controlled by statute and where the statute prescribes a certain method of proceeding to make that determination, the statute must be strictly followed.’ ” In re Guardianship of Klatthaar, 129 So.3d 482, 484 (Fla. 2d DCA 2014). (quoting Rothman v. Rothman, 93 So.3d 1052, 1054 (Fla. 4th DCA 2012)).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
185 So. 3d 607, 2016 Fla. App. LEXIS 1448, Counsel Stack Legal Research, https://law.counselstack.com/opinion/adam-gort-and-lisa-forman-v-william-gort-fladistctapp-2016.