In Re the Guardianship of Fortenberry

261 S.W.3d 904, 2008 Tex. App. LEXIS 7280, 2008 WL 3984046
CourtCourt of Appeals of Texas
DecidedAugust 29, 2008
Docket05-07-00173-CV
StatusPublished
Cited by16 cases

This text of 261 S.W.3d 904 (In Re the Guardianship of Fortenberry) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Guardianship of Fortenberry, 261 S.W.3d 904, 2008 Tex. App. LEXIS 7280, 2008 WL 3984046 (Tex. Ct. App. 2008).

Opinion

OPINION

Opinion by

Justice MOSELEY.

This case involves the manner in which attorneys can seek payment for work done on behalf of the former guardian of a ward’s estate. The facts appear undisput *907 ed. Appellants Alex R. Tandy, individually and as president of the law firm of Alex R. Tandy, P.C., and John W. Crumley, individually and as president of the law firm of John W. Crumley, P.C., filed claims seeking payment for services they rendered as attorneys on behalf of the Estate of the Guardianship of Wanda Louise For-tenberry, an Incapacitated Person. They based their claims on the theory of quantum meruit or, in the alternative, unjust enrichment. The statutory probate court disapproved their claims. In four issues, appellants contend the probate court erred in failing to approve their claims. For the following reasons, we affirm the probate court’s orders.

I. FACTUAL AND PROCEDURAL BACKGROUND

In June 2003, Dallas County Probate Court No. 2 appointed Brenda Sanders as permanent guardian of the Estate of Wanda Louise Fortenberry, an Incapacitated Person. 1 Sanders filed a “Application for Authority to Hire an Attorney to Represent the Ward in Divorce Proceedings.” The application, signed by Sanders as guardian, was filed by Tandy and Crumley as attorneys for “Guardian Brenda Sanders, Guardian of the Person and of the Estate of ... Fortenberry....” 2 Thereafter Sanders retained Tandy to file a guardianship application and to represent the guardian in a divorce proceeding involving the ward. Crumley assisted Tandy with the guardianship application and the divorce.

In February 2005, Sanders verified, approved, and filed two Applications for Payment of Attorney’s Fees (the February applications), seeking an order authorizing the payment of Tandy’s and Crumley’s attorneys’ fees and expenses from the estate. The application for Tandy’s fee was in the amount of $26,699.40; the application for Crumley’s fee was in the amount of $13,149.84. 3 Both appellants and appel-lee state the probate court did not rule on the February applications. See Tex.R.App. P. 38.1(f) (in civil case, court will accept as true facts stated in brief unless another party contradicts them).

In October 2005, another document, entitled “Application for Payment of Attorney’s Fees” was filed (the October 2005 “application”); it sought an order authorizing the applicant to pay Crumley in the amount of $11,111.18. 4 However, the October 2005 “application” was not signed by Sanders; apparently it was filed by Crumley.

In November 2005, appellants filed a motion to withdraw as “attorneys of record for Brenda Sanders, Guardian of the Person and Estate” of Fortenberry. The trial court signed an order granting the motion on December 30, 2005. The order states that appellants

“are hereby authorized to withdraw as attorneys of record for Brenda Sanders, *908 in her capacity as Guardian of the Person and Estate of [Fortenberry], and that said attorneys are hereby relieved of any further responsibility of representing Brenda Sanders, in her capacity as Guardian of the Person and Estate of [Fortenberry], in the Guardianship.... ”

(Emphasis added.)

In June 2006, the probate court removed Sanders as guardian of Fortenberry’s estate and appointed Griffin as successor guardian. The parties agree that, after Sanders was removed, the probate court told appellants that it could not act on the February applications — signed by Sanders — because she was no longer guardian.

Thereafter, in October 2006, appellants filed with the Dallas County Clerk Authenticated Unsecured Claims, supported by documentation (the October claims). 5 See Tex. PROb.Code Ann. § 795 (Vernon 2003). Tandy’s October claim was for the same amount as his February application-$26,699.40. Crumley’s October claim was for $24,261.02-the total amount of his February application and the October 2005 “application.” The October claims were based on appellants’ contractual relationship with Sanders and the guardianship estate. On November 15, 2006, appellants filed with the Dallas County Clerk Amended Authenticated Unsecured Claims, again with supporting documentation (the November claims). 6 See id. These are the claims that are at issue here. Tandy’s November claim was for the same amount as Sanders’s February application regarding his fees (and his October claim)— $26,699.40. Crumley’s November claim was for $26,733.51 — the total amount of his October claim plus an additional $2,472.49. As discussed in more detail herein, the November claims stated they were based on quantum meruit and unjust enrichment, not contract. The parties agree that Griffin, as successor guardian, allowed the amended claims and that the claims were not contested at the hearing. See Tex. R.App. P. 38.1(f). 7

At the hearing, appellants offered undisputed evidence concerning their representation of Sanders and the guardianship, and the claims they were presenting. Appellants argued their attorney’s fees were necessary, fair, and reasonable. On behalf of appellants, Crumley stated that the goods and services he and Tandy provided were received by the guardianship under circumstances that the guardianship realized, or any normal person would realize, that they expected to be paid.

Crumley stated appellants were basing their claims on the theories of quantum meruit or unjust enrichment because they understood that, after Sanders had been removed as guardian, any agreement they *909 had with her was not enforceable, and thus they no longer had contract claims. Crumley further argued:

We have submitted these in the general claim for an unsecured claim, which is-we had previously submitted them as claims under the portion of the Probate Code that talks about attorneys fees. And because the Court has told us exactly what the Court has said today, we have filed them under the other portion of an unsecured claim. And I think the Court needs to consider it the fashion of looking at this as an unsecured claim....

Thereafter, the probate court stated:

Gentlemen, I have no question that the services were necessary, they were rendered and were fair and reasonable in the charge. But the problem is I have to have some authority under the Probate Code to pay those attorneys fees. In other words, I cannot carve or quantum meruit requirement of the claim in situations where — the Code states situations where attorneys fees can be awarded. And I have to have some authority under the Probate Code....
But your claim is against Mrs. Sanders, individually, because she hired you,

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Bluebook (online)
261 S.W.3d 904, 2008 Tex. App. LEXIS 7280, 2008 WL 3984046, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-guardianship-of-fortenberry-texapp-2008.