In Re: R.C.A., Appeal of: R.C.A.

CourtSuperior Court of Pennsylvania
DecidedNovember 28, 2023
Docket1850 EDA 2022
StatusUnpublished

This text of In Re: R.C.A., Appeal of: R.C.A. (In Re: R.C.A., Appeal of: R.C.A.) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re: R.C.A., Appeal of: R.C.A., (Pa. Ct. App. 2023).

Opinion

J-A17035-23

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT O.P. 65.37

IN RE: R.C.A., JR. : IN THE SUPERIOR COURT OF : PENNSYLVANIA : : : : : : APPEAL OF: R.C.A., JR. : No. 1850 EDA 2022

Appeal from the Decree Entered June 20, 2022 In the Court of Common Pleas of Delaware County Orphans' Court at No(s): 0452-2021-O

BEFORE: KING, J., SULLIVAN, J., and PELLEGRINI, J.*

MEMORANDUM BY KING, J.: FILED NOVEMBER 28, 2023

Appellant, R.C.A., Jr., appeals from the decree entered in the Delaware

County Court of Common Pleas Orphans’ Court, which granted the petition for

payment of counsel fees filed by Appellee, J. Michael Considine, Jr. We affirm.

The Orphans’ Court opinion set forth the relevant facts and procedural

history of this appeal as follows:

On September 15, 2021, Douglas Oakford, Executor of the Estate of [M.A.] (“Decedent”), filed a petition to adjudicate [Appellant] incapacitated and to appoint a plenary guardian.[1] [Appellant] is the son of Decedent. Decedent passed away on September 9, 2020. At the time of Decedent’s death, she owned a residence located at 1608 ____________________________________________

* Retired Senior Judge assigned to the Superior Court.

1 “The court, upon petition and hearing and upon the presentation of clear and

convincing evidence, may find a person domiciled in the Commonwealth to be incapacitated and appoint a guardian or guardians of his person or estate.” 20 Pa.C.S.A. § 5511(a). J-A17035-23

Winton Avenue in Havertown, PA 19038 (“the Property”). According to Decedent’s will, her home was to be sold six months after her death and the proceeds were to go into a trust for Appellant’s benefit. Mr. Oakford was also the trustee of the testamentary trust created for the benefit of Appellant.

During his entire life and after Decedent’s death, Appellant resided in the Property. According to the guardianship petition, Appellant was refusing to leave the Property, refusing to grant access to anyone, including professional social workers, and refusing to cooperate in the process of selling the home and relocating. Appellant was also in a living situation that appeared to involve extreme hoarding over decades. [Appellee] was initially retained on April 13, 2021 by Appellant to represent him in the matter involving his mother’s estate. The guardianship petition stated that [Appellee] was retained to establish a logical distribution of the inheritance and to relocate Appellant into a new financially sound home using the inheritance funds. [Appellee] attempted to work with Appellant, despite his refusal to cooperate, and in doing so, [Appellee] became concerned for his welfare and that he would be susceptible to financial exploitation. During his representation of Appellant, [Appellee] suggested that Appellant be examined by an expert to see if a guardian of his person and/or estate would be necessary. The guardianship petition was then filed by the executor of the estate on September 15, 2021, and a hearing on the petition was scheduled for October 25, 2021. In addition, a guardian ad litem (“GAL”), Ms. Jacquelyn Goffney, was appointed on behalf of Appellant on October 19, 2021. GAL Goffney and the executor’s attorney have acknowledged that there was a need for Appellant to vacate the Property.

Attorney James Cunilio entered his appearance on October 20, 2021 for representation of Appellant in the guardianship matter and filed an answer to the guardianship petition on October 22, 2021. A continuance request of the October 25th court date was granted for the parties to have additional time in working out the matter and due to an alleged dispute over whether [Appellee] was in fact discharged from further representation of Appellant. Appellant signed a letter dated November 18, 2021 to be sent to [Appellee] to discharge

-2- J-A17035-23

him from his duties, as Appellant’s attorney. [Appellee] denied that he received said letter.2 [Appellee] filed an answer to the guardianship petition on November 22, 2021, on the same date as the second hearing, and agreed to do no further work. At the hearing held on November 22, 2021, GAL Goffney confirmed that Appellant has selected who he wants to be his attorney and has released other counsel.

On April 26, 2022, [Appellee] filed a petition for counsel fees in the guardianship matter. Monthly invoices were included as exhibits to his petition for counsel fees in which he calculated his attorney’s fees and costs to total $6,384.99.[3] A hearing was held on June 20, 2022 to address the petition for counsel fees. Upon review, the Orphans’ Court properly concluded that the fees and costs incurred up until [Appellee] learned that he was discharged as Appellant’s attorney were reasonable and the award of $6,202.03 was equitable.[4]

When [Appellee] was asked by the court why he believes he should be paid for legal fees pursuant to the retainer agreement, he stated the following:

I tried to represent this client’s best interest. We did many things at his house to try to get him to cooperate with the will. He wouldn’t do it. We brought in a social worker. There is over $200,000 [in an] account that he had a right to. He wanted me to do bills. He wanted me to do a lot of things. I did ____________________________________________

2 The record on appeal includes a copy of the letter, as well as an affidavit of

service from Attorney Cunilio’s legal assistant. In the affidavit, the legal assistant stated that she sent the letter to Appellee via first class mail and email. Nevertheless, we observe that Appellee’s physical and email addresses set forth in the affidavit and letter do not match the addresses for Appellee on this Court’s docket.

3 On May 23, 2022, the executor of Decedent’s estate withdrew the petition

to adjudicate Appellant incapacitated and appoint a plenary guardian.

4 As discussed infra, the court reduced the total amount of counsel fees to ensure that Appellee was compensated only for work done prior to his discharge.

-3- J-A17035-23

all that.

The work that [Appellee] completed for Appellant is reported in his multiple invoices attached to the petition for counsel fees. At the June 20th hearing, [Appellee] testified that after the filing of the guardianship petition, [Appellee] wanted to have Appellant evaluated by an expert. Before this could be done, [Appellee] was discharged from representing Appellant, and he “did not do anything more in the case because [he] didn’t want to run up the hours unnecessarily.”

At the hearing, [Attorney] Cunilio alleged that most of the charges from [Appellee] were for the guardianship matter. While [Appellee] argued that the estate matter and the guardianship matter are one matter, [Attorney] Cunilio argued that they are two separate matters. [Appellee] offered the retainer agreement signed by Appellant on April 13, 2021 into evidence during the hearing held on June 20, 2022.[5] [Attorney] Cunilio claimed that Appellant only hired [Appellee] in the estate matter and not in the guardianship matter.

Appellant testified at the hearing held on June 20, 2022. Appellant moved out of the Winton Avenue Property and moved into his own apartment on or about May 13, 2022. Appellant testified that he originally retained [Appellee] to represent him regarding his mother’s estate matter. Appellant wanted assistance in determining what the trust was and how much was supposed to go into it, as well as what his legal rights were. There were several insurance annuities that were going to be deposited into the trust, and Appellant sought out [Appellee] to retrieve copies of said annuities. Appellant testified that [Appellee] did not complete what he believed he had asked [Appellee] to complete.

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Bluebook (online)
In Re: R.C.A., Appeal of: R.C.A., Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-rca-appeal-of-rca-pasuperct-2023.