NOTICE: Summary decisions issued by the Appeals Court pursuant to M.A.C. Rule 23.0, as appearing in 97 Mass. App. Ct. 1017 (2020) (formerly known as rule 1:28, as amended by 73 Mass. App. Ct. 1001 [2009]), are primarily directed to the parties and, therefore, may not fully address the facts of the case or the panel's decisional rationale. Moreover, such decisions are not circulated to the entire court and, therefore, represent only the views of the panel that decided the case. A summary decision pursuant to rule 23.0 or rule 1:28 issued after February 25, 2008, may be cited for its persuasive value but, because of the limitations noted above, not as binding precedent. See Chace v. Curran, 71 Mass. App. Ct. 258, 260 n.4 (2008).
COMMONWEALTH OF MASSACHUSETTS
APPEALS COURT
23-P-817
GUARDIANSHIP OF SHANICE.1
MEMORANDUM AND ORDER PURSUANT TO RULE 23.0
The appellant Addie Roberge (guardian) successfully
defended against a petition, filed by Wesley LaCroix
(petitioner), to remove Roberge as guardian of a minor child
(the child). The Probate and Family Court judge entered a
decree dismissing LaCroix's petition, but in doing so the judge
denied the guardian's request for attorney's fees and costs that
she incurred in her defense. The guardian appeals from the
denial of fees and costs, arguing that the judge abused her
discretion -- in particular, that the judge erred when she based
her denial on determinations that LaCroix's petition was neither
meritless nor brought in bad faith. We discern no abuse of
discretion and accordingly, affirm the decree.
Background. The child that is the subject of the
guardianship was born in 2012. The petitioner was the sometimes
1 A pseudonym. boyfriend of the child's biological mother. The petitioner
lived with the child and the child's mother on and off from the
child's birth until late 2015, when the child's mother was
arrested in connection with her substance misuse and the child
moved in with her maternal grandparents. Prior to the mother's
arrest, she had sole custody of the child. The relationship
between the petitioner and the child's mother was volatile, with
the petitioner engaging in violence toward the mother while the
child was in the home.
The child's maternal grandparents became the child's
permanent guardians on January 4, 2016. The maternal
grandparents allowed the petitioner to visit with the child
while they remained the child's guardians, but the grandparents
ended the visits in the late spring of 2021 due to the
petitioner's behavior toward them. In March of 2021, the
child's maternal aunt, Addie Roberge, assumed the role of the
child's permanent guardian due to the maternal grandparents'
advancing age. The child has not seen or communicated with the
petitioner since May 2021.
In December 2021, the petitioner filed a petition for
removal of guardian and a petition for appointment of guardian
of minor, seeking to have the child's maternal aunt removed and
to have himself appointed the child's new guardian. The judge
held a two-day trial in January 2023, after which she found that
2 it was not in the child's best interests to remove the maternal
aunt as guardian. While the judge found that the petitioner had
been a father figure to the child for a time, she also found
that the care the child received during that period was contrary
to the child's best interests, and that the petitioner had
failed to present sufficient evidence that he was a de facto
parent to the child. Furthermore, the judge found that the
petitioner had failed to present evidence that the child's needs
were not being met while under the care of her current guardian,
the maternal aunt.
Prior to trial, on December 27, 2022, the guardian filed a
motion for attorney's fees and costs with the probate court.
After trial the judge denied the request in her decree,
reasoning in toto that "[t]he [c]ourt cannot find the action was
brought in bad faith or that the [p]etition to [r]emove was
without legal merit." The guardian filed a timely notice of
appeal to challenge the denial of her request for attorney's
fees. The petitioner did not cross-appeal.
Discussion. The guardian argues that the judge abused her
discretion when she denied the guardian's request for attorney's
fees and costs under G. L. c. 215, § 45. That statute provides
that "[i]n contested cases before a probate court . . . costs
and expenses in the discretion of the court may be awarded to
either party . . . as justice and equity may require." G. L.
3 c. 215, § 45. The probate court judge thus has the discretion
to determine whether, under the circumstances, fees should be
allowed, see Greene v. Cronin, 314 Mass. 336, 345 (1943), and
our review of an order denying a requested fee award is for
abuse of discretion. See Matter of the Estate of King, 455
Mass. 796, 805 (2010). We will reverse only on a finding that
the judge made a "'clear error of judgment in weighing' the
factors relevant to the decision" (citation omitted). L.L. v.
Commonwealth, 470 Mass. 169, 185 n.27 (2014).
Here the guardian takes issue with the judge's rationale,
wherein the judge stated that the petition was not brought in
bad faith, and was not devoid of legal merit. She suggests that
the judge's rationale is inconsistent with the judge's findings
that the petitioner (1) failed to present sufficient evidence
that he was the child's de facto parent, (2) failed to prove
that the maternal aunt was unfit, and (3) failed to prove that
removing the maternal aunt as guardian would be in the child's
best interests. However, given the discretion conferred on the
probate judge, her "award or denial [of fees] may be presumed to
be right and ordinarily ought not to be disturbed." Old Colony
Trust Co. v. Third Universalist Soc'y of Cambridge, 285 Mass.
146, 151 (1934). Furthermore, while it is true that the scope
of discretion under § 45 is broad, it is also the case that
"[s]ome judges have used bad faith, or its absence, as a
4 touchstone in determining whether to make an award under § 45."
Matter of the Estate of King, 455 Mass. at 804. In other cases,
"the reasons for the trial judge's award of fees and costs has
not been indicated, although on appeal, the court has stated
that its review found no abuse of discretion in the award." Id.
at 805, and cases cited.
In light of our relatively undemanding standard of review,
we conclude the judge acted within her discretion in not
ordering payment of fees. We do not read the judge's fee
rationale as inconsistent with her prior findings, but merely as
a discretionary judgment that given the facts relevant to the
petitioner's challenge, justice and equity did not require an
award of fees. The judge said as much in denying the guardian's
request. We do not read the judge's rationale as applying an
incorrect legal standard, but merely as using the absence of bad
faith, and her conclusion that the petition to remove was not
devoid of legal merit, as guideposts. Accordingly, we affirm
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NOTICE: Summary decisions issued by the Appeals Court pursuant to M.A.C. Rule 23.0, as appearing in 97 Mass. App. Ct. 1017 (2020) (formerly known as rule 1:28, as amended by 73 Mass. App. Ct. 1001 [2009]), are primarily directed to the parties and, therefore, may not fully address the facts of the case or the panel's decisional rationale. Moreover, such decisions are not circulated to the entire court and, therefore, represent only the views of the panel that decided the case. A summary decision pursuant to rule 23.0 or rule 1:28 issued after February 25, 2008, may be cited for its persuasive value but, because of the limitations noted above, not as binding precedent. See Chace v. Curran, 71 Mass. App. Ct. 258, 260 n.4 (2008).
COMMONWEALTH OF MASSACHUSETTS
APPEALS COURT
23-P-817
GUARDIANSHIP OF SHANICE.1
MEMORANDUM AND ORDER PURSUANT TO RULE 23.0
The appellant Addie Roberge (guardian) successfully
defended against a petition, filed by Wesley LaCroix
(petitioner), to remove Roberge as guardian of a minor child
(the child). The Probate and Family Court judge entered a
decree dismissing LaCroix's petition, but in doing so the judge
denied the guardian's request for attorney's fees and costs that
she incurred in her defense. The guardian appeals from the
denial of fees and costs, arguing that the judge abused her
discretion -- in particular, that the judge erred when she based
her denial on determinations that LaCroix's petition was neither
meritless nor brought in bad faith. We discern no abuse of
discretion and accordingly, affirm the decree.
Background. The child that is the subject of the
guardianship was born in 2012. The petitioner was the sometimes
1 A pseudonym. boyfriend of the child's biological mother. The petitioner
lived with the child and the child's mother on and off from the
child's birth until late 2015, when the child's mother was
arrested in connection with her substance misuse and the child
moved in with her maternal grandparents. Prior to the mother's
arrest, she had sole custody of the child. The relationship
between the petitioner and the child's mother was volatile, with
the petitioner engaging in violence toward the mother while the
child was in the home.
The child's maternal grandparents became the child's
permanent guardians on January 4, 2016. The maternal
grandparents allowed the petitioner to visit with the child
while they remained the child's guardians, but the grandparents
ended the visits in the late spring of 2021 due to the
petitioner's behavior toward them. In March of 2021, the
child's maternal aunt, Addie Roberge, assumed the role of the
child's permanent guardian due to the maternal grandparents'
advancing age. The child has not seen or communicated with the
petitioner since May 2021.
In December 2021, the petitioner filed a petition for
removal of guardian and a petition for appointment of guardian
of minor, seeking to have the child's maternal aunt removed and
to have himself appointed the child's new guardian. The judge
held a two-day trial in January 2023, after which she found that
2 it was not in the child's best interests to remove the maternal
aunt as guardian. While the judge found that the petitioner had
been a father figure to the child for a time, she also found
that the care the child received during that period was contrary
to the child's best interests, and that the petitioner had
failed to present sufficient evidence that he was a de facto
parent to the child. Furthermore, the judge found that the
petitioner had failed to present evidence that the child's needs
were not being met while under the care of her current guardian,
the maternal aunt.
Prior to trial, on December 27, 2022, the guardian filed a
motion for attorney's fees and costs with the probate court.
After trial the judge denied the request in her decree,
reasoning in toto that "[t]he [c]ourt cannot find the action was
brought in bad faith or that the [p]etition to [r]emove was
without legal merit." The guardian filed a timely notice of
appeal to challenge the denial of her request for attorney's
fees. The petitioner did not cross-appeal.
Discussion. The guardian argues that the judge abused her
discretion when she denied the guardian's request for attorney's
fees and costs under G. L. c. 215, § 45. That statute provides
that "[i]n contested cases before a probate court . . . costs
and expenses in the discretion of the court may be awarded to
either party . . . as justice and equity may require." G. L.
3 c. 215, § 45. The probate court judge thus has the discretion
to determine whether, under the circumstances, fees should be
allowed, see Greene v. Cronin, 314 Mass. 336, 345 (1943), and
our review of an order denying a requested fee award is for
abuse of discretion. See Matter of the Estate of King, 455
Mass. 796, 805 (2010). We will reverse only on a finding that
the judge made a "'clear error of judgment in weighing' the
factors relevant to the decision" (citation omitted). L.L. v.
Commonwealth, 470 Mass. 169, 185 n.27 (2014).
Here the guardian takes issue with the judge's rationale,
wherein the judge stated that the petition was not brought in
bad faith, and was not devoid of legal merit. She suggests that
the judge's rationale is inconsistent with the judge's findings
that the petitioner (1) failed to present sufficient evidence
that he was the child's de facto parent, (2) failed to prove
that the maternal aunt was unfit, and (3) failed to prove that
removing the maternal aunt as guardian would be in the child's
best interests. However, given the discretion conferred on the
probate judge, her "award or denial [of fees] may be presumed to
be right and ordinarily ought not to be disturbed." Old Colony
Trust Co. v. Third Universalist Soc'y of Cambridge, 285 Mass.
146, 151 (1934). Furthermore, while it is true that the scope
of discretion under § 45 is broad, it is also the case that
"[s]ome judges have used bad faith, or its absence, as a
4 touchstone in determining whether to make an award under § 45."
Matter of the Estate of King, 455 Mass. at 804. In other cases,
"the reasons for the trial judge's award of fees and costs has
not been indicated, although on appeal, the court has stated
that its review found no abuse of discretion in the award." Id.
at 805, and cases cited.
In light of our relatively undemanding standard of review,
we conclude the judge acted within her discretion in not
ordering payment of fees. We do not read the judge's fee
rationale as inconsistent with her prior findings, but merely as
a discretionary judgment that given the facts relevant to the
petitioner's challenge, justice and equity did not require an
award of fees. The judge said as much in denying the guardian's
request. We do not read the judge's rationale as applying an
incorrect legal standard, but merely as using the absence of bad
faith, and her conclusion that the petition to remove was not
devoid of legal merit, as guideposts. Accordingly, we affirm
the denial of the guardian's request for fees.
The guardian also requests attorney's fees for this appeal,
as well as costs incurred in defense of the petitioner's motion
for leave to file a supplemental appendix.2 As the guardian has
been unsuccessful on appeal, her request for appellate
2 The petitioner's motion for leave to file a supplemental appendix is denied.
5 attorney's fees is denied, with one exception. The petitioner-
appellee's principal appellate brief made arguments that were
not responsive to the single appellate issue that the guardian
raised, and that instead contained inappropriate requests for
alternative, affirmative relief. Inasmuch as there was no cross
appeal, this aspect of the appellee's briefing (which
constituted most of the brief) was entirely without merit, and
the guardian filed an appropriate reply brief to point out same.
Accordingly, we award the guardian appellate fees incurred
in connection with the filing of the appellant's reply brief.
The guardian shall file with this court and serve on the
petitioner a submission detailing and supporting the amounts of
reasonable attorney's fees and costs incurred in connection with
the filing of her reply brief, in accordance with the procedure
described in Fabre v. Walton, 441 Mass. 9, 10-11 (2004).3
Decree affirmed.
By the Court (Rubin, Englander & D'Angelo, JJ.4),
Assistant Clerk
Entered: May 28, 2024.
3 The petitioner shall have fourteen days thereafter to respond.
4 The panelists are listed in order of seniority.