In Re Guardianship of Shell

978 So. 2d 885, 2008 WL 1757211
CourtDistrict Court of Appeal of Florida
DecidedApril 18, 2008
Docket2D06-4211
StatusPublished
Cited by7 cases

This text of 978 So. 2d 885 (In Re Guardianship of Shell) 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
In Re Guardianship of Shell, 978 So. 2d 885, 2008 WL 1757211 (Fla. Ct. App. 2008).

Opinion

978 So.2d 885 (2008)

In re GUARDIANSHIP OF Bertha SHELL, an incapacitated person.
Lutheran Services Florida, Inc., Appellant,
v.
Gregory M. McCoskey as court-appointed Guardian Ad Litem for Bertha Shell, an incapacitated person, Appellee.

No. 2D06-4211.

District Court of Appeal of Florida, Second District.

April 18, 2008.

*887 Susan W. Fox of Fox & Loquasto, P.A., Tampa; Wendy S. Loquasto of Fox & Loquasto, P.A., Tallahassee; and Louis D. Putney, Tampa, for Appellant.

Gregory M. McCoskey of Glenn, Rasmussen, Fogarty & Hooker, P.A., Tampa, for Appellee.

VILLANTI, Judge.

Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. The same order also denied Lutheran Services' request for an injunction against the Elder Justice Center (EJC). We affirm on both issues.

In November 2002, Lutheran Services was appointed as Shell's emergency temporary guardian after it was discovered that various individuals had been using Shell's name to obtain credit and to plunder her bank accounts. Shell was subsequently adjudicated incapacitated, and Lutheran Services was appointed as plenary guardian in February 2003. Due to Shell's continued incapacity, Lutheran Services has remained her guardian since its appointment.

Starting in September 2003, Lutheran Services began regularly submitting petitions for awards of guardian's fees and costs to the probate court. Since that time, the EJC has reviewed each petition submitted by Lutheran Services before referring it to the probate court. The EJC is a court program created by the Thirteenth Judicial Circuit Court at the recommendation of the Joint Circuit Workgroup on Guardian Fees. It acts much like an auditor, and its staff reviews guardians' fee petitions at the direction and under the supervision of the probate court. The probate court has developed and published specific guidelines for the content and format of fee petitions from guardians, and it has published detailed guidelines concerning how guardians' fee petitions will be reviewed by the EJC and what fees are subject to review and possible reduction. These guidelines include specific limits on the time that will be allowed for certain common or routine tasks, with the guardian being able to obtain a higher fee for those tasks only if the guardian provides a detailed explanation of why the higher fee is warranted.

In October 2003, the EJC recommended certain reductions in the guardian's fees requested by Lutheran Services for services rendered to Shell. The probate court approved the petition after applying those recommended reductions. Lutheran Services sought rehearing, and the probate court granted rehearing and ultimately awarded the total amount of the fees requested.

In December 2003, May 2004, November 2004, and May 2005, Lutheran Services submitted additional petitions for guardian's fees and costs. The EJC reviewed each petition and recommended certain reductions in the fees claimed. The probate court approved each of these petitions after applying the reductions recommended by the EJC. Lutheran Services did not seek rehearing of the orders awarding reduced fees for the services claimed in these petitions.

In December 2005, Lutheran Services submitted its next semiannual petition for *888 guardian's fees and costs. The EJC again recommended certain reductions, and the probate court again approved the petition after applying those recommended reductions. However, after receiving this order, Lutheran Services filed an objection to the order, challenging the reduction in its fees and also seeking a global injunction against the EJC to prohibit it from making "arbitrary and unfounded reductions in its recommendations as to awards of guardian's fees and costs, and from deviating from Court-established fee guidelines" in every guardianship case. Lutheran Services contended that its fee petition was prepared in compliance with the probate court's guidelines for fee petitions and that the probate court's order was devoid of any facts supporting the reductions in the fees. Lutheran Services also argued that it was denied due process when its fees were reduced without a hearing.

The probate court subsequently held an evidentiary hearing on Lutheran Services' objections, thus rendering Lutheran Services' due process argument moot. At the evidentiary hearing, the guardian's representative, Sharon Van Wart, testified that she had performed the various tasks listed in the fee petition. She also testified that she believed that the fee petition complied with the probate court's guidelines.

Because no one, other than presumably Van Wart herself, was representing Shell's interests at the hearing,[1] the probate court then proceeded to question Van Wart concerning the reasonableness of the time spent to perform some of the tasks itemized in the petition. For example, the probate court pointed out that the petition sought $168 for the guardian's time to purchase a birthday present and cake for Shell's birthday. This figure did not include the cost of the present and the cake. The court asked Van Wart why a $15-per-hour staff member could not have picked up the cake rather than Van Wart doing so at $70 per hour. Van Wart did not directly respond to the probate court's question or provide an explanation for the amount of time spent buying these items. The probate court also questioned Van Wart as to why there were three telephone calls to a single doctor's office on the same day — one call to set the appointment, a second to leave a message to provide the doctor with a mailing address, and a third to actually give the doctor the mailing address. The probate court asked Van Wart why these activities could not all have been accomplished in one telephone call, or at least billed at a reduced rate per call, particularly since this was one of Shell's regular doctors. Van Wart did not provide any justification for these repeated calls, each of which was billed at $7, thus resulting in Shell being charged $21 to set a doctor's appointment. Instead, Lutheran Services' counsel responded that Lutheran Services was feeling "micromanaged" and that this type of micromanagement would force it out of business. Over the course of the hearing, Van Wart provided an explanation *889 for the amount of time spent on only one task. As to the other disputed tasks, she simply testified that she believed that her billing was in accordance with the court's guidelines.

On the issue of the injunction, Van Wart testified that she believed that the reductions in the claimed fees recommended by the EJC were arbitrary. She also testified to certain delays in being paid after the fee petitions were filed, which delays she attributed to the EJC. She asked the probate court to enter an injunction requiring the EJC to comply with the published guidelines and to process fee petitions within thirty days of filing.

The probate court then heard testimony from the program manager for the EJC. The program manager testified that the EJC reviews each petition for guardian's fees in light of the guidelines set forth by the probate court, and it makes recommendations for reductions based on those guidelines. The program manager also testified that the recommendations made by the EJC are just that — recommendations — and that the probate court has the authority to agree or disagree with those recommendations.

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Cite This Page — Counsel Stack

Bluebook (online)
978 So. 2d 885, 2008 WL 1757211, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-of-shell-fladistctapp-2008.