In the Matter of the Estate of John J. Mooney

New Jersey Superior Court Appellate Division·Decided November 13, 2024·No. A-1576-22/A-1577-22·Unpublished

Opinion

NOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE DIVISION This opinion shall not "constitute precedent or be binding upon any court ." Although it is posted on the internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.

SUPERIOR COURT OF NEW JERSEY APPELLATE DIVISION

DOCKET NOS. A-1576-22

A-1577-22

IN THE MATTER OF THE ESTATE OF JOHN J. MOONEY, deceased.

CLAIRE J. MOONEY, by and through her guardian, JOHN A. CONTE, Jr.,

Plaintiff-Respondent,

v. ELIZABETH CONVERY, Defendant-Respondent.

MARY STACHOWIAK, Appellant.

Submitted October 23, 2024 – Decided November 13, 2024 Before Judges Mayer and DeAlmeida.

On appeal from the Superior Court of New Jersey, Chancery Division, Bergen County, Docket Nos. P-

000407-20 and C-000178-20.

Hellring Lindeman Goldstein & Siegal LLP, attorneys for appellant Mary Stachowiak (Sheryl E. Koomer and Corrine B. Maloney, on the briefs).

Meyerson, Fox & Conte, PA, attorneys for respondent John A. Conte, Jr. (Erik Topp, on the briefs).

Helen C. Dodick, Acting Public Guardian, attorneys for respondent John D. Mooney, Office of the Public Guardian (Jonathan A. Pfoutz, on the statements in lieu of brief).

PER CURIAM In these appeals, calendared back-to-back and consolidated for purposes of this opinion, appellant Mary Stachowiak appeals from an October 28, 2022 order awarding legal fees and costs incurred in obtaining a July 8, 2022 judgment in favor of Claire J. Mooney, individually and as beneficiary of the Estate of John J. Mooney (Estate), against Elizabeth Convery.1 In the October 28, 2022 order, the judge awarded the sum of $221,255.65, representing legal fees and costs for services provided by the law firm of Hellring Lindeman Goldstein & Siegal, LLP (Hellring firm), and the sum of

1 Because several individuals share the same last name, we refer to them by their first names. No disrespect is intended.

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$46,479.50, representing accounting fees and costs for services provided by Wiss & Company (Wiss) in representing Mary. However, the October 28, 2022 order directed the payment of the awarded fees and costs after Elizabeth's payment of the full judgment amount in favor of Claire and the Estate rather than from a fund in court per Rule 4:42-9(a)(2). Mary also appeals from a December 16, 2022 order denying her motion for reconsideration of the October 28, 2022 order.2 For the reasons that follow, we reverse and remand the portion of the October 28, 2022 order requiring payment of Mary's legal fees, accountant's fees, and costs to be paid by Elizabeth rather than a fund in court under Rule 4:42-9(a)(2). However, we affirm the amount of the ordered fees and costs for work done by the Hellring firm and Wiss. Based on our decision reversing and remanding a portion of the October 28, 2022 order, we reverse the December 16, 2022 order denying reconsideration.

2 Mary also purports to appeal from a footnote in the judge's written decision issued with the July 8, 2022 order declining to reinstate her as the Estate's executrix. The removal of Mary and Elizabeth as co-executrixes for the Estate was the subject of a December 4, 2020 order. The December 4, 2020 order appointed David M. Repetto, Esquire to serve as the temporary administrator of the Estate and temporary trustee of a trust created for Claire's benefit. Repetto served in those capacities throughout the litigations.

A-1576-22

We recite the facts from the trial before the probate court judge. John J. Mooney (decedent) 3 and Claire J. Mooney (collectively, the Mooneys) were married and had five children who survived into adulthood.4 Decedent's will named Elizabeth and Mary as co-executrixes of the Estate. Decedent's will also designated Elizabeth and Mary as co-trustees of a testamentary trust (Trust) created for Claire's benefit. The Mooneys also granted powers of attorney to Elizabeth and Mary.

Because she suspected Elizabeth improperly withdrew funds belonging to the Estate and Claire, Mary filed two separate actions: a probate action on behalf of the Estate, Docket No. P-407-20, and a chancery action on behalf of Claire, Docket No. C-178-20. Mary filed a verified complaint and an order to show cause (OTSC) in each action. The matters were not consolidated. However, the same judge handled both actions and presided over the eventual bench trial.

3 John J. Mooney died on June 16, 2020. A few months prior to his death, decedent was adjudicated an incapacitated person and Elizabeth was appointed as his legal guardian. 4 The children are Mary, Elizabeth, Johnny, Kathleen, and Noreen. Johnny was adjudicated an incapacitated person. Noreen passed away in September 2021.

A-1576-22

On October 7, 2020, the judge entered an order appointing respondent John A. Conte, Jr., Esquire as Claire's guardian ad litem and Daniel J. Jurkovic, Esquire as Johnny's guardian ad litem.

Just before Thanksgiving 2020, Elizabeth filed responsive pleadings in both actions. The Bergen County Surrogate's Office (Surrogate's Office) ordered Mary serve the complaints, OTSC, and responsive pleadings by regular and certified mail on all interested parties, including the Mooneys' grandchildren. As a result, Mary's counsel bore the significant costs associated with photocopying and mailing fifty sets of pleadings.5 Due to the extended Thanksgiving holiday weekend, the Hellring firm lacked office staff to photocopy fifty sets of voluminous pleadings. To meet the deadline imposed by the Surrogate's Office, the Hellring firm engaged an outside company to duplicate the pleadings. The cost of photocopying was $3,846.32. The cost of mailing the pleadings to all interested parties was $595.55.

In a December 4, 2020 order, the judge revoked the powers of attorney that allowed Mary or Elizabeth to make decisions on Claire's behalf. As of December 4, the judge ordered Conte to make all healthcare decisions for

5 Each set of the pleadings contained 6,353 pages.

A-1576-22

Claire. He also ordered Repetto to act as the Estate's administrator and trustee of the Trust.

Around the time of the litigations, Claire, age eighty-six, suffered from dementia. Before trial, Conte filed a guardianship action to have Claire adjudicated as an incapacitated person and designate him as the guardian of Claire's person and property. The judge granted Conte's guardianship application on February 26, 2021. Additionally, between December 2020 and April 2021, with Conte's approval, Mary advanced $18,638.01 of her own money to pay some of her mother's expenses because Conte was unable to access Claire's funds.

The judge conducted a three-day bench trial. At trial, Lawrence Chodor, an accounting expert with Wiss, testified regarding the Mooneys' financial accounts. Chodor explained how Elizabeth improperly accessed her parents' accounts to make cash withdrawals, write checks to herself and her family members, and pay her personal bills and expenses. Chodor also discussed credit card payments, Amazon purchases, automobile expenses, mortgage payments, and other fees paid by the Mooneys on behalf of Elizabeth and her family.

A-1576-22

Relying on Chodor's testimony, the judge found Elizabeth improperly exercised undue influence over her parents, resulting in Elizabeth taking $684,578.02 of her parents' money for herself and her family. Consequently, the judge entered a July 8, 2022 judgment in favor of Claire and the Estate and against Elizabeth in that amount. In a July 8, 2022 written statement of reasons, the judge explained it was not "in the best interest of [Claire]" to reinstate Mary as the Estate's executrix or trustee of the Trust. The judge noted Repetto "acted appropriately throughout [the litigations] and there [was] no reason to cause further disagreement between and among the Mooney family members." Nothing in the July 8, 2022 judgment altered Repetto's continued representation of the Estate and Trust.

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