Bitterman v. Bitterman

685 So. 2d 861
CourtDistrict Court of Appeal of Florida
DecidedOctober 2, 1996
Docket94-0411, 94-0412
StatusPublished
Cited by5 cases

This text of 685 So. 2d 861 (Bitterman v. Bitterman) 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
Bitterman v. Bitterman, 685 So. 2d 861 (Fla. Ct. App. 1996).

Opinion

685 So.2d 861 (1996)

Stephan BITTERMAN and Howard Bitterman, as co-personal representatives of the Estate of Irving Bitterman, deceased, Appellants,
v.
Annette BITTERMAN, Appellee.
Stephan BITTERMAN and Howard Bitterman, as co-personal representatives of the Estate of Irving Bitterman, deceased, Appellants,
v.
Patrick H. WEIDENBENNER, Peter Matwiczyk and Boose Casey Ciklin Lubitz Martens McBane & O'Connell, Appellees.

Nos. 94-0411, 94-0412.

District Court of Appeal of Florida, Fourth District.

October 2, 1996.
Rehearing, Rehearing, Certification of Leave to Appeal, and Certification of Conflict Denied January 23, 1997.

*862 George P. Ord, Palm Beach, and Stephan Bitterman of Sloatsberg, New York, for appellants.

Benjamin Brown of Mettler & Matwiczyk, Palm Beach, for Appellee-Annette Bitterman.

Brian B. Joslyn and Ronald E. Crescenzo, of Boose Casey Ciklin Lubitz Martens McBane & O'Connell, for Appellee-Boose Casey, et al., West Palm Beach, and Peter Matwiczyk of Mettler & Matwiczyk, Palm Beach, for Appellee-Peter Matwiczyk.

Rehearing, Rehearing En Banc, Certification of Leave to Appeal, and Certification of Conflict Denied January 23, 1997.

SHAHOOD, Judge.

This opinion addresses two appeals arising out of the administration of the estate of Irving Bitterman, which were not consolidated. The first appeal (case no. 94-0411) is from the final judgment awarding attorney's fees and costs to appellee, Mettler & Matwiczyk. The second appeal (case no. 94-0412) is from the final judgment awarding attorney's fees and costs to appellee, Boose, Casey, Ciklin, Lubitz, Martens, McBane & O'Connell. On all issues, in both cases, we affirm the trial court.

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[1], 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 *863 that his brother was treating his mother unfairly.[2]

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. Stephan also agrees that all expenses associated with any negotiation or litigation concerning the full proper amount of the aforementioned legal fees will be paid from funds otherwise distributable to him, in the Estate and that he shall be personally liable for these expenses.

After the settlement, Matwiczyk learned that Stephan Bitterman planned to challenge Matwiczyk's fees. In December 1992, Matwiczyk therefore petitioned the court for discharge *864 of his duties as administrator ad litem on the grounds that, although he had not completed his duties ordered by the court, his continued participation had been subject to the objections of the copersonal representatives. The court granted the motion, and reserved jurisdiction to determine fees at a later date.

At the fee hearing, both Matwiczyk's expert and Annette Bitterman's attorney testified that Matwiczyk's actions were not only reasonable in light of the dissension among the parties, but they were instrumental in moving the case toward settlement. The trial court concluded that Matwiczyk and his counsel expended a total of 190.70 hours, and that given the difficult circumstances presented by this case, the fee was reasonable and justified.

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685 So. 2d 861, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bitterman-v-bitterman-fladistctapp-1996.