Matter of Estate of Travarelli

662 A.2d 572, 283 N.J. Super. 431
CourtNew Jersey Superior Court Appellate Division
DecidedAugust 7, 1995
StatusPublished
Cited by6 cases

This text of 662 A.2d 572 (Matter of Estate of Travarelli) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Travarelli, 662 A.2d 572, 283 N.J. Super. 431 (N.J. Ct. App. 1995).

Opinion

283 N.J. Super. 431 (1995)
662 A.2d 572

IN THE MATTER OF THE ESTATE OF DONALD TRAVARELLI.
MARYBETH TRAVARELLI, PETITIONER-APPELLANT,
v.
MARESSA, GOLDSTEIN, BIRSNER, PATTERSON, DRINKWATER & ODDO, RESPONDENT-RESPONDENT.

Superior Court of New Jersey, Appellate Division.

Argued June 6, 1995.
Decided August 7, 1995.

*433 Before Judges MICHELS, STERN and HUMPHREYS.

Edward S. Wardell argued the cause for petitioner-appellant MaryBeth Travarelli (Kelly, Wardell & Craig, attorneys; Mr. Wardell, of counsel and on the brief).

Benjamin Goldstein argued the cause for respondent Maressa, Goldstein, Birsner, Patterson, Drinkwater & Oddo, attorneys, pro se (Mr. Goldstein, of counsel and on the brief).

The opinion of the court was delivered by MICHELS, P.J.A.D.

Petitioner MaryBeth Travarelli appeals from: (1) an order of the Chancery Division denying her motion for the return or refund of attorney fees paid to respondent Maressa, Goldstein, Birsner, Patterson, Drinkwater & Oddo (the Maressa law firm) in connection with the wrongful death of her husband, Donald Travarelli (decedent), and (2) an order denying her motion for reconsideration.

Petitioner is the widow of decedent, who died on November 12, 1989, while on a hunting and fishing trip in Alaska. Shortly after her husband's death, petitioner retained the Maressa law firm to represent her in a wrongful death action. Pursuant to the contingent fee agreement executed by petitioner on behalf of decedent, the Maressa law firm agreed to represent petitioner in a wrongful death action against Paul Reynolds, a trip guide, and others believed to be responsible for decedent's death. Decedent was also survived by his four children. In his will, he named Patricia Travarelli, his former wife and mother of the four children, as the executrix of his estate. Patricia Travarelli retained Jon C. Sirlin *434 & Associates (the Sirlin law firm) to pursue a wrongful death claim against Reynolds and others believed to be responsible for decedent's death.

Although the record is not entirely clear, it appears that after petitioner signed the contingent fee agreement, the Maressa law firm investigated the wrongful death claim, negotiated with the Northland Insurance Company, which insured Reynolds, and obtained a $10,000 advance. Thereafter, Patricia Travarelli notified the Maressa law firm that she was also pursuing a wrongful death claim on behalf of decedent's estate and had negotiated a full settlement of the claim for $592,000. On July 26, 1990, because petitioner and Patricia Travarelli were both asserting claims on behalf of decedent's estate, the trial court ordered petitioner to show cause as to why: (1) Patricia Travarelli, as personal representative of the estate, should not accept the proceeds of the $592,000 settlement being offered by Northland Insurance Company (representing all but $8,000 of the available coverage), with said funds to be deposited in court or into an escrow account, and (2) petitioner should not be temporarily and permanently enjoined from initiating a proceeding in Alaska to become special administrator. Following argument, the trial court ordered that Patricia Travarelli be the sole person, as executrix and pursuant to her fiduciary responsibilities, to accept or reject the offer of $592,000 on behalf of decedent's estate, and permanently enjoined petitioner from initiating a proceeding to become special administrator or otherwise interfering with the acceptance of the settlement. This order was not appealed.

Patricia Travarelli accepted the $592,000 in settlement of the wrongful death claim. On September 28, 1990, the trial court approved the allocation of the proceeds of the settlement. After deducting the $140,000 contingent fee paid to the Sirlin law firm based on the $592,000 settlement, the trial court approved the following allocation of the $452,000 net proceeds of the settlement which was negotiated with petitioner:

*435 a. The sum of Two Hundred Seven Thousand ($207,000) Dollars, plus a pro rata share of accrued interest be disbursed to MaryBeth Travarelli, the widow of the late Donald Travarelli.
b. The sum of Sixty-One Thousand Two Hundred Fifty ($61,250) Dollars, plus a pro rata share of accrued interest to be disbursed to Carlo Travarelli, the minor son of the late Donald Travarelli.
c. The sum of Sixty-One Thousand Two Hundred Fifty ($61,250) Dollars, plus a pro rata share of accrued interest to be disbursed to Angela Karanzalis, the daughter of the late Donald Travarelli.
d. The sum of Sixty-One Thousand Two Hundred Fifty ($61,250) Dollars, plus a pro rata share of accrued interest to be disbursed to Maria Travarelli, the daughter of the late Donald Travarelli.
e. The sum of Sixty-One Thousand Two Hundred Fifty ($61,250) Dollars, plus a pro rata share of accrued interest to be disbursed to Donna Travarelli, the daughter of the late Donald Travarelli.

In addition to the $140,000 paid to the Sirlin law firm, the Maressa law firm charged petitioner a fee of $51,634.06, an amount which represented 25% of her $207,000 allocated share of the settlement. Thus, the total fees paid to the Sirlin and Maressa law firms from the $592,000 settlement of the wrongful death claim were $191,634.06. Petitioner, in addition to paying her pro rata share of the fee paid to the Sirlin law firm of approximately $63,000, paid $51,634.06 to the Maressa law firm or, in effect, paid fees totaling $114,634.06.

Petitioner moved for the return or the refund of the fees paid to the Maressa law firm. She claimed that the fees paid exceeded the maximum authorized by R. 1:21-7(c). The trial court denied the motion, reasoning in part that the $140,000 fee collected by the Sirlin law firm for providing legal representation in the wrongful death claim was "the only fee that may be said to have been charged for the wrongful death recovery...." However, because the fee charged by the Maressa law firm "was grounded on a separate approach, that is, the dispute among the several individuals claiming an interest in the recovery," the Maressa law firm was not bound by the limitations of R. 1:21-7(c). The trial court denied petitioner's motion for reconsideration based on her claim that there was no existing contingent fee agreement between her and the Maressa law firm for any matter other than the wrongful *436 death claim, observing that "[i]t is not the form of the agreement that controls; it is the nature of the legal services that is of consequence." Petitioner appealed.

Petitioner seeks a reversal of the orders and the return or refund of the fees paid the Maressa law firm, contending that the trial court erred as a matter of law by allowing: (1) the total contingent fees paid to exceed the amount authorized by R. 1:21-7(c), and (2) a contingent fee in the absence of a contingent fee agreement covering the subject matter of the dispute.

We are satisfied that the trial court erred by not ordering the Maressa law firm to return the $51,634.06 contingent fee paid by petitioner, less the reasonable value of the services it rendered to her in connection with the allocation proceedings, plus interest.

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Bluebook (online)
662 A.2d 572, 283 N.J. Super. 431, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-travarelli-njsuperctappdiv-1995.