Bitterman v. Bitterman

714 So. 2d 356, 1998 WL 136196
CourtSupreme Court of Florida
DecidedMarch 26, 1998
Docket90074, 90075
StatusPublished
Cited by67 cases

This text of 714 So. 2d 356 (Bitterman v. Bitterman) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bitterman v. Bitterman, 714 So. 2d 356, 1998 WL 136196 (Fla. 1998).

Opinion

714 So.2d 356 (1998)

Stephan BITTERMAN, et al., Petitioners,
v.
Anette BITTERMAN, Respondent.
Stephan BITTERMAN, et al., Petitioners,
v.
Patrick H. WEIDENBENNER, Respondent.

Nos. 90074, 90075.

Supreme Court of Florida.

March 26, 1998.
Rehearing Denied July 17, 1998.

*357 John Beranek of Ausley & McMullen, Tallahassee, and Nancy Little Hoffmann, Fort Lauderdale, for Petitioners.

John R. Hargrove and W. Kent Brown, Fort Lauderdale, and Peter Matwiczyk and Benjamin P. Brown, of Henrich, Gordon, Hargrove, Weihe & James, P.A., Palm Beach; and Brian B. Joslyn and Ronald E. Crescenzo of Boose, Casey, Ciklin, Lubitz, Martens, McBane & O'Connell, West Palm Beach, for Respondents.

*358 Robert W. Goldman, Naples, for The Real Property, Probate & Trust Law Section of The Florida Bar, Amicus Curiae.

HARDING, Justice.

We have for review Bitterman v. Bitterman, 685 So.2d 861 (Fla. 4th DCA 1996),[1] which expressly and directly conflicts with Williams College v. Bourne, 656 So.2d 622 (Fla. 5th DCA 1995) (Williams College II), and Williams College v. Bourne, 670 So.2d 1118 (Fla. 5th DCA 1996) (Williams College III.) We have jurisdiction pursuant to article V, section 3(b)(3) of the Florida Constitution.

The conflict between Bitterman and the Williams College cases arises out of the application of section 733.617, Florida Statutes (1993), a section of the Probate Code, which was amended by the legislature in 1993. Prior to that time, the compensation for both personal representatives and attorneys for personal representatives was covered by section 733.617.[2] The 1993 amendment created a new section, after which the compensation for personal representatives was covered by section 733.617 and the compensation for attorneys of personal representatives was covered by newly created section 733.6171. In addition, section 733.6171(7) allowed an attorney to recover costs for the time expended by the attorney seeking reasonable compensation for his or her services on behalf of the personal representative (fees on fees).[3]

Chapter 93-257, section 18, of the 1993 Laws of Florida, the act which created the amendment, states: "[T]his act shall take effect October 1, 1993, and shall be applicable to all decedents, including settlors of revokable inter vivos trusts, dying on or after that date." Section 733.6171(8) further provides:

This section shall apply to estates in which an order of discharge has not been entered prior to its effective date but not to those estates in which attorney's fees have previously been determined by order of court after notice.

§ 733.6171(8), Fla. Stat. (1993).

The two district courts are in conflict as to the applicability of the 1993 changes to estates which were pending at the time of the change. The facts of Bitterman, as stated by the district court, are as follows:

Irving Bitterman died on July 21, 1991 leaving an estate in excess of one million dollars. Pursuant to the will, Howard Bitterman and Stephan Bitterman, the decedent's sons, were appointed co-personal representatives of the estate, and were initially jointly represented by John Severson, Esq. From the early stages, the administration of the estate was an embittered conflict among Annette Bitterman, the surviving spouse, Stephan Bitterman, and Howard Bitterman over the interpretation of certain provisions of the decedent's will. In addition, Stephan Bitterman either raised objections, or threatened to object, to items such as his mother's petition for family allowances, her continued use of an automobile titled in the decedent's name, her petition for homestead to obtain title to the home in which she was living, and her retention of certain personal property. Howard Bitterman did not have any objections to the above items and, in fact, thought that his brother was treating his mother unfairly.
*359 Due to the brothers' continued disagreements over the administration of the estate, Mr. Severson withdrew based on conflicts, and each hired separate counsel. Howard Bitterman retained Pat Weidenbenner ("Weidenbenner"); Stephan Bitterman retained appellee, Boose, Casey, Ciklin, Lubitz, Martens, McBane & O'Connell ("Boose, Casey").
A. FEES OF ADMINISTRATOR AD LITEM
In June 1992, the brothers were deadlocked with respect to the administration of the estate, and all parties agreed to the probate court's appointment of appellee, Peter Matwiczyk ("Matwiczyk"), an experienced board certified attorney, to serve as administrator ad litem. Matwiczyk retained his law firm, Mettler & Matwiczyk, to act as his counsel in the administration of the estate.
Following his appointment, Matwiczyk met with counsel for all parties to determine each party's respective position and whether settlement was possible. After that first meeting, Matwiczyk concluded that he "was in the middle of a hornet's nest." He therefore determined that the best way to proceed was by filing responsive pleadings to the petitions that had been filed, and scheduling hearings to force the parties to address the issues. Since settlement was clearly not an option, Matwiczyk began to take discovery to determine each party's position on the issues. The discovery process was difficult since there were six or seven different lawyers involved. The difficulty was compounded by Stephan Bitterman's failure to cooperate, which necessitated several motions to compel compliance with discovery requests.
Upon realizing "that even the smallest detail was worthy, in the parties' mind, of litigating over," Matwiczyk informed all counsel by letter of his intent to charge for his time as fiduciary, and for his counsel's time. Matwiczyk informed the parties of his intention to charge $225 per hour for his time as administrator ad litem, $175 per hour for attorney Jeffrey Rollins' time, and $200 per hour for attorney Terri Di Pasquale's time. The letter contained the following pertinent language:
If this proposal is not satisfactory to your client and to his brother, I would like each of you to let me know immediately so that I can withdraw as Administrator Ad Litem. I am not going to get myself into a position where I end up in a fee fight with Stephan and Howard over my time, my hourly rates or whether I will be compensated for any time I spend in getting Court approval for my fees.
No one objected to the terms as contained in the correspondence.
The record shows that the majority of Matwiczyk's time was spent responding to Stephan Bitterman's attempts to void certain provisions of the will and his endless discovery games as well as in defending himself against Stephan Bitterman's breach of fiduciary duty accusations. Matwiczyk set the case for trial, but on the eve of the trial (October 1992), all but one of the issues were settled; the final issue settled shortly thereafter. The settlement agreement provided, in pertinent part, as follows:
The parties agree that whatever remaining amounts are necessary to resolve and pay the requisite fee claims of each of these law firms against the Estate will be paid from funds which would otherwise be distributed to Stephan and that Stephan shall be personally liable for any remaining sum of money in excess of $143,000 necessary to resolve and pay the proper fee claims of each of these law firms against the Estate.

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

Related

ESTHER ALARCON v. SETH DAGEN
District Court of Appeal of Florida, 2023
BMW OF NORTH AMERICA, LLC vs MARIE LOUISE HENRY
District Court of Appeal of Florida, 2022
BB INLET PROPERTY, LLC v. 920 N. STANLEY PARTNERS, LLC
District Court of Appeal of Florida, 2020
JEREMY OFFICE v. SHERRY OFFICE
District Court of Appeal of Florida, 2020
REGINALD WILLIAMS and CHANEL WILLIAMS v. PREPARED INSURANCE COMPANY
274 So. 3d 398 (District Court of Appeal of Florida, 2019)
Simon v. Waters
253 So. 3d 1172 (District Court of Appeal of Florida, 2018)
FCCI COMMERCIAL INSURANCE COMPANY v. EMPIRE INDEMNITY INSURANCE CO.
250 So. 3d 858 (District Court of Appeal of Florida, 2018)
GREGORY M. OCHALEK v. ANTONIO RIVERA and JOCELYNE GOMEZ
District Court of Appeal of Florida, 2017
Myrick v. Myrick
214 So. 3d 769 (District Court of Appeal of Florida, 2017)
Bavelis v. Doukas (In re Bavelis)
571 B.R. 278 (S.D. Ohio, 2017)
Fore v. State
201 So. 3d 839 (District Court of Appeal of Florida, 2016)
Rogers v. Wiggins
198 So. 3d 1119 (District Court of Appeal of Florida, 2016)
D.H., the Father v. T.N.L., the Mother and Guardian Ad Litem Program
191 So. 3d 943 (District Court of Appeal of Florida, 2016)
Public Health Trust of Miami-Dade County v. Denson and Taylor
189 So. 3d 1013 (District Court of Appeal of Florida, 2016)
Anderson v. McDonough
189 So. 3d 266 (District Court of Appeal of Florida, 2016)
Bank of New York Mellon v. Mestre
159 So. 3d 953 (District Court of Appeal of Florida, 2015)
Hahamovitch v. Hahamovitch
133 So. 3d 1020 (District Court of Appeal of Florida, 2014)

Cite This Page — Counsel Stack

Bluebook (online)
714 So. 2d 356, 1998 WL 136196, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bitterman-v-bitterman-fla-1998.