In re Guardianship Chadwick

20 Fla. Supp. 2d 72
CourtCircuit Court for the Judicial Circuits of Florida
DecidedDecember 18, 1986
DocketCase No. 84-3181 CP
StatusPublished

This text of 20 Fla. Supp. 2d 72 (In re Guardianship Chadwick) is published on Counsel Stack Legal Research, covering Circuit Court for the Judicial Circuits of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Guardianship Chadwick, 20 Fla. Supp. 2d 72 (Fla. Super. Ct. 1986).

Opinion

OPINION OF THE COURT

VAUGHN J. RUDNICK, Circuit Judge.

ORDER SETTING FEES FOR ATTORNEY AND FEES FOR

GUARDIAN

The petition authorizing payment of attorney and guardian fees came before the court upon a full evidentiary hearing pursuant to this court’s order dated October 3, 1986, wherein the court appointed a guardian ad litem to represent Betty V. Chadwick, the ward.

[73]*73The issue the court is called upon to resolve is as follows:

In a voluntary guardianship proceeding, pursuant to F.S. 744.341, must the court approve the payment of fees for the guardian and his attorney when the ward agrees and consents to them?
The court, for the reasons enunciated below, rules it is not so bound.
Betty V. Chadwick, bom in 1912, petitioned this court for a voluntary guardianship in October of 1984, and pursuant to her petition an order was entered by the court appointing Robert K. Kogon, attorney, as guardian of her property, as the ward was a physically incapacitated person by reason of age or physical infirmity. Letters of Guardianship were issued October 9, 1984.
In August of 1986, Mr. Kogon petitioned the court for the payment of fees, both guardian’s and attorney’s, for himself. These fees were based upon 162.5 hours of effort billed at $125 per hour during the period April 1, 1985, to April 2, 1986.
Mr. Kogon sought the payment of $20,312.50 and attached to his petition was an affidavit of a Florida attorney reflecting such payment is a reasonable fee for services rendered “as attorney in the above styled action on a quantum meruit basis considering the work he performed and the nature and quantity of the assets he is responsible for.” Also attached to the petition was a consent by the ward to the fees being charged.
A review of the time and effort expended clearly reflects the overwhelming majority of time devoted to the ward related to matters of a nonlegal nature, which in this jurisdiction are usually compensated at the rate of somewhere between $10 and $25 per hour by persons who are not members of the ward’s family.

The court found the petition for fees, on its face, reflected the guardian is, or may be, interested adversely to the ward, or is enforcing his own claim against the estate of the ward and based thereon appointed Robert Springer, attorney, as guardian ad litem on behalf of Betty V. Chadwick, the ward, for proper presentation of this matter to the court upon full hearing as to the reasonableness of fees to be charged by the guardian when performing guardianship services, and as an attorney when performing legal services.

For the purposes of this order, the court sets forth how much of the time was utilized by the guardian in the performance of his duties for which he seeks court approval of $125 an hour:

[74]*74Paying bills
balancing checking accounts
picking up the mail
conversing with the ward
test driving her car
having car filled with gasoline
traveling to the bank
wash/wax and correct idle to the car
install shower massage
purchased a toaster
repaired vacuum cleaner
installed new car cover
lunches with the ward
arrange nurses schedules
hiring private nurses and aides
shopping at the grocery store
and enumerable errands.

The list of chores performed is extremely detailed and length, but a sampling of that which confronts the court is as follows:

April 29, 1985 — Took Cadillac for repair to front end; wash, wax, correct idle; delivered money, met with Betty (and) met with live-in in office — 4.5 hours
September 6, 1985 — Paid bills, balanced accounts, delivered money, picked up mail, took Betty to lunch, drove her Cadillac; discussion with snow birds as to why they could not use Betty’s car, went over some new investments — 4 hours
March 15, 1986 — Delivered money, picked up mail, paid nurses, took Cadillac and Betty and head nurse to lunch — 2.5 hours

Upon the evidentiary hearing, the guardian ad litem represented to the court he had been in contact with the ward’s only relative who has also been declared incompetent; that he personally talked to Betty V. Chadwick and was of the opinion she was perfectly competent; discussed the fee arrangement she had made with the guardian; ascertained she specifically approved of it and was rather upset that the court would question the fee, taking the position if the court did not approve it, she would pay it anyway. After his discussions with her he was completely satisfied the ward was mentally competent.

[75]*75At the hearing, the guardian ad litem brought forth a witness, Robert Sorgini, attorney, to render an opinion as to what he considered to be a fair fee under the circumstances of this case and who has a great deal of experience in guardianship matters, both voluntary and involuntary, within Palm Beach County. His testimony reflected this ward was excessively demanding, difficult to work with and it was virtually impossible for a lawyer to undertake such a matter and be adequately compensated as an attorney, while at the same time fulfilling his role as the guardian. The witness tendered an opinion to the court, under these circumstances it would be reasonable for the guardian of the property to charge a monthly fee of approximately $500 and charge separately for legal services rendered. He further opined to the court the guardian’s efforts in this cause was admirable and the estate increased by approximately $200,00 during its existence.

Mr. Kogon, the guardian, presented his testimony before the court which was also submitted in written form and admitted into evidence. His testimony briefly reflected, the ward, though mentally competent, was a very confused person as to how to handle money and financial affairs. She was unable to balance a check book, write checks properly and basically had no control of her money; duties which descended upon her when her husband died shortly before the voluntary guardianship was instituted. She did not trust other persons; she had an attorney and priest help her in many matters following her husband’s death, both of whom she soon distrusted and discharged. Mr. Kogon testified he befriended her; convinced her of his integrity, honesty and background in these matters and she agreed to allow him to handle all of her affairs pursuant to the voluntary guardianship. Mrs. Chadwick understands his fee, and voluntarily consented to it.

In regard to the non legal tasks he performed, he maintained Betty Chadwick understood she wanted him to do these things for her, and she paid him to take care of her.

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Bluebook (online)
20 Fla. Supp. 2d 72, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-chadwick-flacirct-1986.