CopyCited 27 times | Published | Supreme Court of Florida | 2006 WL 3228916
...e Florida Guardianship Law or the Florida Probate Rules entitle the person to notice of the proceeding or authorize the person to file an objection in the proceeding. Applying this holding to guardianship proceedings concerning attorney's fees under section 744.108, Florida Statutes (2006), we conclude that, in addition to the attorney making the fee request, only the guardian, the ward, and those "interested persons" who have requested notice under Florida Probate Rule 5.060 have standing to participate in the proceedings....
...circuit court belonged to any of the petitioners individually. There were also several hearings involving the petitioners' violation of court orders. During the guardianship, Thompson's counsel filed several petitions for attorney's fees pursuant to section 744.108....
...3d DCA 1990), and certified conflict with the Fourth District's decision in Bachinger. The Third District did not decide whether the fee award was proper. ANALYSIS Chapter 744, Florida Statutes, the Florida Guardianship Law, governs guardianship proceedings in this state. Section 744.108, which concerns guardian's and attorney's fees and expenses, states that "[a] guardian, or an attorney who has rendered services to the ward or to the guardian on the ward's behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward." § 744.108(1), Fla. Stat. The statute further provides that a "petition for fees or expenses may not be approved without prior notice to the guardian and to the ward, unless the ward is a minor or is totally incapacitated." § 744.108(6), Fla....
...Case Law Addressing Standing in Guardianship Proceedings In McGinnis, the issue was whether relatives of a deceased ward had standing as heirs of the ward's estate to challenge awards of guardian's fees that had previously been approved by the court under section 744.108 on the ground that the fees were excessive....
...See
564 So.2d at 1142. The Third District held that "guardianship fees, properly authorized by the probate court, may not be set aside after the ward's death merely because his heirs consider that the awards were too high." Id. McGinnis construed a version of section
744.108 that provided: A guardian of the person or of the property shall receive a reasonable fee for his services to be fixed by the court after such notice as the court shall require. Id. at 1143 n. 7 (quoting §
744.108, Fla....
...), id. at 1143-44, which provided for objections to annual financial returns by "a person interested as creditor, or otherwise." Id. at 1144 (quoting rule 5.700(a) (1977)). [6] Because the heirs of the ward's estate were not entitled to notice under section 744.108 and were not authorized to file objections under section 744.424 or rule 5.700(a), the Third District ruled in McGinnis that the heirs lacked standing to challenge the previously awarded guardian's fees....
...Thus, we hold that if the person is entitled to notice or is authorized to file an objection under the Florida Guardianship Law or the Florida Probate Rules, that person has standing to participate in the guardianship proceeding. III. Whether Heirs to a Ward's Estate Have Standing in a Proceeding Under Section 744.108, Florida Statutes (2006) We must next determine whether, under the analysis set out above, heirs of a ward's estate have standing in a proceeding under section 744.108 to challenge a petition for guardian's or attorney's fees. Section 744.108(6) states that a "petition for fees or expenses may not be approved without prior notice to the guardian and to the ward, unless the ward is a minor or is totally incapacitated." Unlike rule 5.700(a), which addresses objections to gua...
...s and allows "interested persons" to file an objection to any part of a guardianship report, there is no specific guardianship rule that provides for notice of, or objections to, petitions for guardian's or attorney's fees beyond what is provided in section 744.108. However, rule 5.060, which applies to all guardianship and probate proceedings in this state, [10] including proceedings under section 744.108, provides: (a) Request....
...nd papers as long as the party is an interested person. (Emphasis supplied.) Thus, under rule 5.060, an "interested person" who files a request is entitled to notice of further proceedings and copies of all subsequent pleadings in the case. Although section 744.108 does not specifically require that an "interested person" receive notice, a person is nonetheless entitled to notice pursuant to rule 5.060 as long as the requirements of the rule have been satisfied and the trial court agrees that th...
...were interested persons for the purpose of filing objections to guardian's petition for final discharge). IV. This Case In this case, the Third District determined that the petitioners lacked standing to object to the award of attorney's fees under section 744.108 based on McGinnis....
...The fact that they may have received a courtesy copy of some of the prior petitions does not in itself confer standing on them to participate in the subsequent proceeding. Because the petitioners were not entitled to receive notice of the attorney's fees proceeding under either section 744.108 or rule 5.060, they did not have standing to participate in that proceeding....
...objection in the proceeding. If the person is entitled to notice or is authorized to file an objection, that person has standing to participate in the guardianship proceeding. We hold that in guardianship proceedings concerning attorney's fees under section 744.108, the only persons entitled to standing are the attorney making the fee request, the guardian, the ward, and those "interested persons" who have filed written requests for notice under Florida Probate Rule 5.060. We disapprove the reasoning in Hayes based on its complete reliance on McGinnis and disapprove McGinnis to the extent that it suggests that heirs of a ward can never have standing to participate in proceedings for fees under section 744.108....
...744.107(2), Fla. Stat. (2006). [4] Apparently, the issue of an accounting was not finally resolved at the time of the subject order regarding attorney's fees. [5] Counsel for Thompson's guardian also filed a petition for attorney's fees pursuant to section 744.108, which was considered in the same hearing....
CopyCited 10 times | Published | Florida 2nd District Court of Appeal | 2000 WL 193601
...ous one. Were it not for our ability to make that comparison, we could not ascertain whether this order was supported by logic and justification for the result, because it contained no findings to indicate the circuit court's reasoning. We note that section 744.108, Florida Statutes (1997), which governs fee allowances for guardians' and attorneys' services in guardianships, does not require the court to make findings of fact in support of guardian fee awards....
CopyCited 7 times | Published | Florida 5th District Court of Appeal | 1996 WL 464160
...e insufficient); Goral v. State,
553 So.2d 1282 (Fla. 3d DCA 1989) (two working days notice of contempt hearing insufficient to afford defendant reasonable time to prepare defense). Appellants contend additionally that appellee failed to comply with section
744.108(5), Florida Statutes (1995)....
...ion voluminous documentation of fees and costs when the information has already been provided in the annual accounting. *309 We find that appellee's petition and Exhibit A attached thereto are insufficient to comply with the mandatory requirement of section 744.108(5)....
CopyCited 6 times | Published | Florida 3rd District Court of Appeal | 1990 WL 91887
...any such objections that will be conclusive and binding upon the parties.... [6] The presence of any such factor would presumably permit the court to set aside a previous order under Fla.R.Civ.P. 1.540. See FPR 5.025(d)(2). But none exists here. [7] Section 744.108, Florida Statutes (1981) provided: A guardian of the person or of the property shall receive a reasonable fee for his services to be fixed by the court after such notice as the court shall require....
...estion of those cognizably interested in the guardianship estate which excludes, among others, those who might take by gift or inheritance from the ward continues to be reflected even in the new and far broader guardianship law. It provides in section 744.108(5), Florida Statutes (1989): (5) A petition for fees or expenses may not be approved without prior notice to the ward, guardian, and attorney....
CopyCited 6 times | Published | Florida 2nd District Court of Appeal | 2004 WL 690568
...S.L. Page Corp.,
755 So.2d 787, 790 (Fla. 2d DCA 2000)). Analysis An attorney who has rendered services to the ward or to the guardian on the ward's behalf is entitled to a reasonable fee for services rendered and reimbursement on behalf of the ward. §
744.108(1), Fla....
...stification for the result and founded on substantial, competent evidence. Valentini v. State (In re Guardianship of Sitter),
779 So.2d 346, 348 (Fla. 2d DCA 2000). The Applicable Law A guardian is entitled to a reasonable fee for services rendered. §
744.108(1); Lucom v....
...1957); Schacter v. Guardianship of Schacter,
756 So.2d 1075, 1076 (Fla. 4th DCA 2000); Ash v. Coconut Grove Bank,
448 So.2d 605, 607-08 (Fla. 3d DCA 1984). The criteria to be considered by the court in determining an award of fees to a guardian are set forth in section
744.108(2). Pursuant to section
744.108(5), a petition for guardian's fees and expenses "must be accompanied by an itemized description of the services performed for the fees and expenses sought to be recovered." The requirement of section
744.108(5) is mandatory....
...In addition, O'Hare and Atherton observe that persons appointed to serve as guardian for a family member "rarely" seek compensation for their services. An arrangement for a guardian to serve without compensation is inconsistent with our guardianship law. See §
744.108(1); Lucom,
97 So.2d at 481; Schacter,
756 So.2d at 1076; Ash,
448 So.2d at 607-08....
...on. Hamric's records were nothing more than mileage logs doubling as time records and containing uninformative entries such as "nursing home," "Health Park," and "mother." Such cryptic entries were completely inadequate to satisfy the requirement of section 744.108(5) that the guardian's petition for fees and expenses "must be accompanied by an itemized description of the services performed for the fees and expenses sought to be recovered." In response, Hamric does not dispute the inadequacy of her time records....
...She argues instead that her testimony at the contested hearing provided the necessary supplemental information detailing her services that cured any deficiency in her petition. We conclude that the insufficiency of Hamric's petition for fees and expenses could not be cured by supplemental information presented at a hearing. Section 744.108(5) provides that the guardian's petition for fees and expenses must be accompanied by an itemized description of the services performed for the fees and expenses sought to be recovered....
...The production of the requisite information at a hearing is not an acceptable substitute for the inclusion in the fee petition of the itemized description of the services performed as required by the statute. See Anderson,
679 So.2d at 308-09. [1] The strict enforcement of the mandate of section
744.108(5) will promote the efficient and inexpensive administration of guardianship estates....
...ided in order to obtain the necessary information. This would result in the inefficient use of scarce judicial resources and increased expense to everyone concerned, including the estates of the wards. Because Hamric's petition failed to comply with section 744.108(5), the trial court's order awarding her guardian's fees and costs must be reversed....
...costs. The circuit court's order awarding such additional fees and costs to him is reversed. In case number 2D03-1404, we hold that the circuit court erred in awarding guardian's fees and costs to Hamric based on a petition that did not comply with section 744.108(5) and in compensating Hamric for services outside the scope of her duties as guardian....
...cerning the services and costs for which compensation is requested. On the contrary, such evidence will frequently be both necessary and appropriate. However, the presentation of such explanatory evidence at a hearing does not satisfy the mandate of section 744.108(5)....
CopyCited 5 times | Published | Florida 2nd District Court of Appeal | 2003 WL 22955948
...or her own risk. Therefore, we reverse the trial court's order ruling Essenson was not entitled to attorney's fees and costs and remand for the trial court to determine the amount of fees and costs Essenson should be awarded based on the factors in section 744.108, Florida Statute (2003)....
CopyCited 5 times | Published | Florida 4th District Court of Appeal | 2012 WL 3329204, 2012 Fla. App. LEXIS 13546
...The mere fact that both a partner and an associate appeared at a particular proceeding does not necessarily mean that their work was duplicative. Although the trial court utilized the correct legal standard in concluding that the legal services must be beneficial to the ward to be compensable, see § 744.108, Fla....
CopyCited 5 times | Published | Florida 5th District Court of Appeal | 2005 Fla. App. LEXIS 4489, 2005 WL 735280
...n of a guardian. We disagree. An attorney who has rendered services to the ward or to the guardian on the ward's behalf is entitled to receive a reasonable fee for such services, as well as reimbursement for costs incurred on behalf of the ward. See § 744.108(1), Fla....
...Specifically, the trial court found that due to the unique facts and circumstances of the case, Butler was unqualified to serve as Peacock's guardian and that the evidence presented at the hearing indicated that Wood was doing an excellent job overseeing Peacock's affairs. Under section 744.108, in order to be entitled to receive attorney fees' the attorney services must benefit the ward....
CopyCited 5 times | Published | Florida 3rd District Court of Appeal
...uby, the guardian and his attorneys. Gamse having failed to present any expert testimony as to what reasonable fees would be, we find no abuse of discretion. Affirmed. NOTES [1] Placed in trust for her children and/or grand-children. [2] Pursuant to Section 744.108, Florida Statutes (1977).
CopyCited 4 times | Published | Florida 5th District Court of Appeal | 1999 WL 299580
...Pursuant to such a proceeding, a guardian may initiate a dissolution action on behalf of the ward against a competent spouse. See §§
744.3215(4)(c) &
744.3725, Fla. Stat. (1997). See also Vaughan v. Guardianship of Vaughan,
648 So.2d 193 (Fla. 5th DCA 1994). Section
744.108 authorizes an award of attorney's fees against the incompetent spouse....
CopyCited 4 times | Published | Florida 4th District Court of Appeal | 2014 WL 940700
...e to time.” §
744.397(1), Fla. Stat. (2012). For the performance of these duties, the guardian and the guardian’s attorneys are “entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward.” §
744.108(1), Fla. Stat. (2012). Such fees are “determined by the court and paid from the assets of the guardianship estate,” §
744.108(8), Fla....
...ontain statements, to the best of petitioner’s knowledge and belief, showing,” inter alia, "the nature and value of property subject to the guardianship.” . See §
744.102(17), Fla. Stat. (2012) (defining "professional guardian”); see also §§
744.1083,
744.1085, Fla....
...Such expenses included the unpaid fees of the Guardian, his attorneys, and other professionals hired by the Guardian for the services they performed for the benefit and protection of the Ward during his lifetime. . We note that in setting a "reasonable fee” under section 744.108(1), Florida Statutes (2012), the guardianship court’s broad equitable powers include the ability to take into consideration the extent to which proposed fees deplete the guardianship estate. Thus, section 744.108(2)(e) requires a court to consider, among other things, the "nature and value of the incapacitated person's property [and] the amount of income earned by the estate”; section 744.108(2)(g) makes the "time limits imposed by the circumstances” another relevant factor for consideration....
CopyCited 4 times | Published | Florida 4th District Court of Appeal | 1997 WL 448524
...the guardian of a person, appointed pursuant to Chapter 744, Florida Statutes (1995). The ward died on April 4, 1996. We affirm that portion of the trial court's order finding that the majority of the services Klein performed were recoverable under section 744.108, Florida Statutes (1995). Since part of the award was based on time Klein spent after April 4 to collect his fees from the estate, the remaining issue is whether section 744.108(1) allows an attorney to recover a fee for time spent in collecting a fee....
...Florida follows the "American Rule" that "attorney's fees may be awarded by a court only when authorized by statute or by agreement of the parties." State Farm Fire & Cas. Co. v. Palma,
629 So.2d 830, 832 (Fla.1993). The authorizing statute in this case, section
744.108(1), provides: A guardian, or an attorney who has rendered services to the ward or to the guardian on the ward's behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward....
...3d DCA 1995)(reversing that portion of an award representing "attorney's time spent litigating amount of fees because there is no statutory basis for the same" under section
57.105(1), Florida Statutes (1993)), review dismissed,
668 So.2d 603 (Fla.), and
670 So.2d 937 (Fla.1996). Without such a broad public purpose, section
744.108(1) more narrowly circumscribes the scope of recoverable attorney's fees to those incurred for "services rendered ......
...e spent collecting his fee." Id. at 336. Platt is instructive, since the statutory language allowing "reasonable compensation" could have been read to cover time spent in obtaining a fee award. Such fee authorization language is broader than that of section 744.108(1) which ties a recoverable fee to services rendered "on behalf of the ward." The probate fee statute is akin to the guardianship fee statute. Both involve the setting of an attorney's compensation for a special type of legal proceeding. Platt's construction of so similar a statute compels the conclusion that section 744.108(1) does not allow recovery of attorney's fees incurred in obtaining an award of attorney's fees....
...the court and paid from the assets of the estate unless the court finds the request for attorney's fees to be substantially unreasonable. The court shall direct from which part of the estate they shall be paid. There has been no similar amendment to section 744.108.
CopyCited 4 times | Published | Florida 2nd District Court of Appeal | 2008 WL 1757211
...The probate court subsequently entered an order denying Lutheran Services' objections to the reductions in the claimed fees and denying its request for an injunction. Lutheran Services now appeals as to both issues. Addressing first the issue of the guardian's fees, we note that section 744.108(1), Florida Statutes (2005), provides that a guardian is entitled to a reasonable fee for services rendered to the ward....
...when determining whether the fee requested by the guardian is reasonable, including the time and labor involved, the skill required to perform the services, and the experience and abilities of the person performing the services, among other factors. § 744.108(2)....
...ce the claimed amounts in light of the court's experience and common sense. Based on our review of the probate court's questions and Van Wart's responses, or lack thereof, we cannot say that the probate court failed to consider the factors listed in section 744.108(2) or that it abused its discretion in reducing Lutheran Service's fees for disputed tasks not substantiated by Van Wart's testimony at the hearing....
CopyCited 3 times | Published | Florida 2nd District Court of Appeal | 1981 Fla. App. LEXIS 21665
...s represented by able counsel of her own choosing) and guardian, when the ward had not only never been adjudicated incompetent but had very recently been adjudged competent, was beyond the scope of her authority. A guardian's fee must be reasonable, § 744.108, and legal services, in order to be compensated for, must have been rendered "to the ward, or to the guardian in the ward's behalf." § 744.424; Lucom v....
CopyCited 3 times | Published | Florida 3rd District Court of Appeal | 1988 WL 75982
...e court in past years; moreover, no reason otherwise appears in the record which would justify these two conclusions. See Lucom v. Atlantic Nat'l Bank,
97 So.2d 478, 481 (Fla. 1957); In re Guardianship of Berg,
348 So.2d 361, 362 (Fla. 2d DCA 1977); §
744.108, Fla....
CopyCited 2 times | Published | Florida 4th District Court of Appeal | 2014 Fla. App. LEXIS 18086, 2014 WL 5611595
...Thus, case law discussing the principles of
“surcharge” in the guardianship context are useful in analyzing the
principles of “surcharge” in the probate context. We also note that Chapter
744 governing guardianship proceedings has similar provisions for review
of fees as found in section
733.6175. See §
744.108, Fla....
CopyCited 2 times | Published | Florida 2nd District Court of Appeal | 2004 Fla. App. LEXIS 8929, 2004 WL 1415619
...4th DCA 2004). Generally speaking, a guardian is entitled to a reasonable fee for services rendered. Lucom v. Atl. Nat'l Bank of W. Palm Beach,
97 So.2d 478, 480 (Fla.1957); Schacter v. Guardianship of Schacter,
756 So.2d 1075, 1076 (Fla. 4th DCA 2000) (citing section
744.108(1), Florida Statutes *692 (1999), which has remained unchanged at all times relevant to this case)....
CopyCited 2 times | Published | Florida 2nd District Court of Appeal | 2011 WL 2731937
...2D10-3402, Michael Love-Zwayer and Joan Duffee, who successfully petitioned for the creation of a guardianship for the Ward, appeal the circuit court’s order denying their attorneys any fees or reimbursement of costs. Because both Ms. Thorpe and the petitioners’ attorneys are entitled to reasonable compensation under section 744.108, Florida Statutes (2009), the circuit court erred in *340 failing to make appropriate awards to them....
...3d DCA 1980) (guardian’s fees and attorney’s fees). However, in this case, the circuit court did not award any fees at all to Ms. Thorpe or to the attorneys for Michael and Joan. The circuit court’s decision to deny them any fees was based both on its interpretation of section 744.108 and its findings that their services did not benefit the Ward....
...Two reasons support our conclusion. First, the circuit court’s ruling is based on a misreading of the applicable statute. Second, the undisputed evidence presented at the hearing does not support the circuit court’s findings of fact. 1. The Statute Section 744.108, the applicable statute, provides, in pertinent part, as follows: (1) A guardian, or an attorney who has rendered services to the ward or to the guardian on the ward’s behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward. Section 744.108(2) continues by listing nine factors that the circuit court must consider when a petition for guardian’s fees or attorney’s fees is submitted for determination....
...Third, on occasion, usually when a family member is appointed, a guardian may agree to serve without compensation. Here, there is no exception to the statutory requirement that guardians be compensated for their services. In order for an attorney to be awarded fees from the ward’s estate under section
744.108(1), the attorney’s services must benefit the ward or the ward’s estate. See Butler,
898 So.2d at 1141 . The clause in section
744.108(1) requiring the demonstration of the beneficial nature of the services rendered applies to attorneys, not guardians....
...The statutory scheme presumes that the services of guardians provide a benefit. To *344 the extent that the services of a guardian are unnecessary or unproductive, the circuit court may reduce the requested compensation based on the factors listed in section 744.108(2) but may not deny compensation altogether....
...on behalf of the Ward but were on behalf of the petitioners and other family members.” We conclude that the circuit court erred in failing to award the attorneys for Michael and Joan at least a portion of their fees and costs. B. Discussion Under section 744.108(1), “an attorney is entitled to receive a reasonable attorney’s fee for professional services rendered and reimbursement of costs incurred for the benefit of the ward; payment of reasonable compensation is mandatory.” Price v....
CopyCited 2 times | Published | Florida 2nd District Court of Appeal | 2014 WL 51382, 2014 Fla. App. LEXIS 126
...Klatthaar’s estate, challenges the circuit court’s amended orders awarding fees and costs. Ms. Yazdzik argues that the circuit court erred in awarding fees and costs and directing said fees and costs to be paid from the estate of Ms. Klatthaar because a guardianship was never established. Because sections
744.108 and
744.331 do not contemplate the pay *484 ment of fees and costs from an alleged incapacitated person where a guardianship is not established, we agree and reverse. As this issue is dispositive, we withhold comment on the other issues raised by Ms. Yazdzik on appeal. I. Discussion Ms. Yazdzik argues that the circuit court committed legal error in its interpretation and application of sections
744.108 and
744.331 when it imposed liability for the payment of attorneys’ fees and costs and examining committee’s fees on the estate of Ms....
...See §
744.331(7)(c) (addressing the responsibility of fee payments in situations where a petition is dismissed without further clarification as to the nature of the dismissal). As such, the attorneys and the examining committee are not entitled to fees and costs under section
744.331(7). B. Section
744.108, Guardian’s and Attorney’s Fees and Expenses We next turn our attention to section
744.108. Section
744.108(1) entitles “[a] guardian, or an attorney who has rendered services to the ward or to the guardian on the ward’s behalf, ... to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward.” Based upon a strict reading of the statute, see Rothman,
93 So.3d at 1054 , an attorney is only entitled to fees under section
744.108 in situations where a guardian has been appointed to a ward, see generally Severson,
985 So.2d at 640 (noting that section
744.331(7) is “the procedural statute for determining incapacity”). Again, since a guardianship was never established and a guardian was thus not appointed, section
744.108 is not triggered in this case....
...Cosio,
753 So.2d 134, 136 (Fla. 2d DCA 2000) (“[A]ttorney’s fees and costs are not available absent statutory or contractual authorization.”). We find further support for the contention that such fee awards are not permitted in the language of section
744.108 itself. Namely, in various subsections of section
744.108, the term “incapacitated person” is used; not once is the term “alleged incapacitated person” referenced. *486 See, e.g., §
744.108(2)(e), (h). Additionally, section
744.108(6) provides that “[a] petition for fees or expenses may not be approved without prior notice to the guardian and to the ward, unless the ward is a minor or is totally incapacitated.” The attorneys clearly could not provide notice as required because there was never a ward or a guardian. Further, the one underlying consistency in the case law pertaining to fee awards under section
744.108 is that the alleged incapacitated person was adjudicated as such, thus becoming a ward, and a guardian was appointed to the ward....
...This is especially true in an involuntary guardianship proceeding, in which the ward usually does not consent to the hiring of attorneys for any purpose. King,
862 So.2d at 875 . It is apparent that for reimbursement of fees even to be contemplated under section
744.108, a guardianship must ultimately be established. II. Conclusion In sum, section
744.108 clearly applies only to circumstances where a guardianship has been established....
CopyCited 2 times | Published | Florida 3rd District Court of Appeal
...Barreto & Associates, P.A., appeal the trial court’s
order denying their motion for entitlement to attorney’s fees and costs in an
underlying guardianship proceeding. We reverse the trial court’s order, which
denied entitlement to attorney’s fees under section 744.108(1), Florida Statutes
(2016)....
...2d DCA 2011); Butler v. G’ship of Peacock,
898 So. 2d 1139 (Fla. 5th DCA
2005); Price v. Austin,
43 So. 3d 789 (Fla. 1st DCA 2010). See also Zepeda v.
Klein,
698 So. 2d 329 (Fla. 4th DCA 1997). This court has adopted our sister
courts’ construction of section
744.108(1)....
...law.
The trial court’s order appears to have conflated the separate determinations
of entitlement to attorney’s fees with the reasonable amount of fees to be awarded.
The court’s determination of amount and reasonableness is guided by section
744.108(2), Fla....
...4
LUCK, J., concurring specially:
I concur in the majority opinion because our court in Losh v. McKinley,
106
So. 3d 1014 (Fla. 3d DCA 2013) joined the other district courts in welding onto the
guardianship attorney’s fee statute, section
744.108(1), the requirement that an
attorney’s services “benefit” the ward for the attorney to be entitled to fees. We
are bound to follow Losh until the en banc court or the Florida Supreme Court
overrules it, even though the word “benefit” is found nowhere in section
744.108(1) (“A guardian, or an attorney who has rendered services to the ward or
to the guardian on the ward’s behalf, is entitled to a reasonable fee for services
rendered and reimbursement for costs incurred on behalf of the ward.”)....
...d is treated because
they will not get paid, and thus, fewer claims by family members and interested
parties will be brought to court. The result is less oversight of the most vulnerable
members of our community. Adding the benefit requirement to section 744.108(1)
discourages attorneys from bringing guardianship claims that would otherwise be
brought.
The legislature knows how to write attorney’s fee statutes that require the
lawsuit to end successfully....
...any, may receive his or her reasonable attorney’s fees and costs from the
nonprevailing party.”); id. §
448.08 (“The court may award to the prevailing party
in an action for unpaid wages costs of the action and a reasonable attorney’s fee.”).
But section
744.108(1) was not written as a prevailing party attorney’s fee statute.
King v. Ferguson, Skipper, Shaw, Keyser, Baron & Tirabassi, P.A.,
862 So. 2d
873, 874 (Fla. 2d DCA 2003) (Villanti, J., concurring specially) (“Nothing in either
section
744.108(1) or
744.108(2) entitles a party to an award of attorney’s fees
from the ward’s estate simply because that party’s position prevailed in the trial
court.”)....
...contrary to the
legislature’s decision to expand the scope of those entitled to attorney’s fees to
those who render services to the ward, and not just to successful parties, as it has
done in countless other statutes.
The structure of section 744.108 also shows the legislature’s intent that the
benefit resulting from the litigation is not to be considered when determining
whether the attorney is entitled to fees....
...court to consider the
“novelty,” “difficulty,” and “skill required” in rendering services to the ward; the
“result obtained”; the “diligence” and “ability” of the attorney rendering services;
and the ward’s property. Id. § 744.108(2)....
...These factors, unlike in subsection (1),
go to the benefit received by the ward from the attorney’s services. The trial court
is authorized to reduce the fee award to account for the fact that little-to-no benefit
resulted from the services rendered.
More importantly, what the structure of section 744.108 tells us is that the
legislature knew how to account for the benefit to the ward, and did so in
subsection (2) when considering the amount of the fees. The legislature
deliberately left the benefit factors out of subsection (1). Losh and the other cases
flip the analysis and consider the benefit factors at the entitlement stage.
By reading section 744.108(1) to require a benefit to the ward, we make it
harder for family members and interested parties to bring claims on behalf of their
loved ones, undercompensate attorneys who render services to a ward (although
don’t ultimately pr...
...e
entitlement decision and then again when considering the amount to award. This is
not what the legislature wrote and it is not what it intended.
10
In this case, adding a benefit requirement to section 744.108(1) does not
affect the result because, as the majority opinion notes, the daughter’s petitions
were successful. The attorney prevailed. But in the appropriate case, where the
added language does make a difference in whether the attorney is entitled to fees, I
think we should recede from Losh and read section 744.108 as the legislature
wrote it.
11
CopyCited 2 times | Published | Florida 3rd District Court of Appeal | 2010 Fla. App. LEXIS 11268, 2010 WL 3025111
...ppellants lack standing to challenge the order. See Hayes v. Guardianship of Thompson,
952 So.2d 498 (Fla.2006) (holding that family members of the ward do not have standing to participate in guardianship proceedings concerning attorney's fees under section
744.108, Florida Statutes (2009), unless they have filed a written Request for Notice under Florida Probate Rule 5.060)....
CopyCited 2 times | Published | Florida 3rd District Court of Appeal | 2014 Fla. App. LEXIS 13280, 2014 WL 4212741
...2000).
3
that $24,030 was a reasonable amount of attorney’s fees for the legal services
rendered.
The trial court denied Jaffe’s request to enforce a settlement, finding no
agreement had been reached. The court then applied the criteria set forth in section
744.108(2)(a)-(i), Florida Statutes (2013), and determined a reasonable attorney’s
fee would be ninety hours at a rate of $300 per hour....
...testified as to the reasonableness of her fees, but her own sworn testimony2
regarding the hours and costs expended in the guardianship case.
6
When proceedings are instituted to review or determine attorney’s fees
under section 744.108(2), “such proceedings are part of the guardianship
administration process, and the costs . . . shall be determined by the court and paid
from the assets of the guardianship estate unless the court finds the requested
compensation under subsection (2) to be substantially unreasonable.” § 744.108(8),
Fla....
...The trial
court’s order does not explicitly state that reducing the originally sought amount to
$16,700 was a result of any determination that the fees sought were unreasonable,
as Jaffe contends. Accordingly, it would not “defeat the statutory purposes” of
section 744.108 to award Carr the fees and costs for Levy and Zamora....
CopyCited 2 times | Published | Florida 4th District Court of Appeal | 2000 WL 390394
...as to why the court would reduce the guardian's fee from the previously approved rate of $25 per hour to a rate of $5 per hour [2] , a mere 20 percent of the previously approved rate. A guardian is entitled to a reasonable fee for services rendered. § 744.108(1), Fla....
...Guardianship of Knox,
751 So.2d 763 (Fla. 3d DCA 2000). We hold that it was an abuse of discretion for the trial court to arbitrarily reduce the guardian's hourly rate to $5 per hour. Upon remand *1077 the court shall reconsider the petition, applying the criteria set forth in section
744.108(2), Fla....
CopyCited 1 times | Published | Florida 2nd District Court of Appeal | 1995 WL 517660
...The trial court also erred by not awarding any guardianship fees to Sharon Neher who claimed that she spent more than 2000 hours performing services for the ward. Even the attorney for the interim plenary *1297 guardian agreed that some fees were due. Section 744.108(2), Florida Statutes (1993), sets forth the criteria to be considered in establishing guardian's fees....
CopyCited 1 times | Published | Florida 2nd District Court of Appeal | 2012 WL 752646, 2012 Fla. App. LEXIS 3822
...Merkle could not recover fees for performing administrative tasks involved in litigating for fees. The trial court declined to address whether the second petition sought a reasonable fee award. We express no view on that issue. We hold, however, that section 744.108(8), Florida Statutes (2010), first adopted in 2003, supersedes Zepeda and authorizes such fees that are not substantially unreasonable: When court proceedings are instituted to review or determine a guardian’s or an attorney’s fee...
...requested compensation under subsection (2) to be substantially unreasonable. The trial court erred in relying on Zepe-da to deny Mr. Merkle’s second petition for attorney’s fees. We reverse and remand for further proceedings in accordance with section 744.108. Reversed and remanded. SILBERMAN, C.J., and MORRIS, J., Concur. 1. § 744.108(2)(a)-(i) provides the criteria the trial court shall consider when determining fees for a guardian or an attorney.
CopyCited 1 times | Published | Florida 2nd District Court of Appeal | 2012 WL 752646
...Merkle could not recover fees for performing administrative tasks involved in litigating for fees. The trial court declined to address whether the second petition sought a reasonable fee award. We express no view on that issue. We hold, however, that section 744.108(8), Florida Statutes (2010), first adopted in 2003, supersedes Zepeda and authorizes such fees that are not substantially unreasonable: When court proceedings are instituted to review or determine a guardian's or an attorney's fees un...
...s the requested compensation under subsection (2) to be substantially unreasonable. The trial court erred in relying on Zepeda to deny Mr. Merkle's second petition for attorney's fees. We reverse and remand for further proceedings in accordance with section 744.108. Reversed and remanded. SILBERMAN, C.J., and MORRIS, J., Concur. NOTES [1] § 744.108(2)(a)-(i) provides the criteria the trial court shall consider when determining fees for a guardian or an attorney.
CopyCited 1 times | Published | Supreme Court of Florida | 32 Fla. L. Weekly Supp. 505, 2007 Fla. LEXIS 1234, 2007 WL 2002458
...Committee notes revised. 2006 Revision: Committee notes revised. 2007 Revision: Committee notes revised. Statutory References §
731.201(21)(23), Fla. Stat. General definitions. §
733.106, Fla. Stat. Costs and attorney's fees. §
744.105, Fla. Stat. Costs. §
744.108, Fla....
CopyCited 1 times | Published | Florida 3rd District Court of Appeal | 2013 Fla. App. LEXIS 2605, 2013 WL 646002
...3d DCA 2012), reversing an order granting *1015 Carlin McKinley’s Petition to Determine Incapacity of her mother, Frances L. Losh, we now, in turn, reverse the companion order rendered April 20, 2012, granting McKinley’s “Petition for Order Authorizing Payment of Attorney’s Fee and Expenses.” See § 744.108(1), (2), Fla....
CopyCited 1 times | Published | Florida 1st District Court of Appeal | 2010 Fla. App. LEXIS 11702, 2010 WL 3120212
...with this dispute. Under Florida law, an attorney is entitled to receive a reasonable attorney's fee for professional services rendered and reimbursement of costs incurred for the benefit of the ward; payment of reasonable compensation is mandatory. § 744.108(1), Fla....
...(2008) ("[A]n attorney who has rendered services to the ward . . . is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward."); In re Guardianship of Shell,
978 So.2d 885, 890 (Fla. 2d DCA 2008) (Under section
744.108, the circuit court was not "at liberty to award anything more or less than fair and reasonable compensation for the services rendered or monies expended in each individual case." (quoting Lewis v. Gramil Corp.,
94 So.2d 174, 176 (Fla.1957)); Butler v. Guardianship of Peacock,
898 So.2d 1139, 1141 (Fla. 5th DCA 2005) ("Under section
744.108, in order to be entitled to receive attorneys' fees, the attorney services must benefit the ward.")....
...overned a motion for attorney's fees filed pursuant to section
733.106(2) and affirmed a denial of a claim for attorney's fees as untimely under the rule. Although Hays involved a different fee statute than the case before us, section
733.106(2) and section
744.108, applicable here, are similar....
...al court's order denying fees is AFFIRMED. DAVIS and ROWE, JJ., concur. NOTES [1] Section
733.106 provides for an award of fees when a person in good faith offers a will for probate and when an attorney renders services to the estate. §
733.106(3). Section
744.108(1) provides for fees to "a guardian, or an attorney who has rendered services to the ward or to the guardian on the ward's behalf."
CopyPublished | Florida 2nd District Court of Appeal | 2012 WL 3870631
fee for services rendered.” §
744.108(1), Fla. Stat. (2010). Section
744.108(2)(a)-(i) sets forth the criteria
CopyPublished | Florida 3rd District Court of Appeal
Statutes, which governs guardianship proceedings, section
744.108, which governs guardian’s and attorney’s fees
CopyPublished | Supreme Court of Florida | 30 Fla. L. Weekly Supp. 666, 2005 Fla. LEXIS 1917, 2005 WL 2385258
...§
733.106, Fla. Stat. Costs and attorney’s fees. §
733.212, Fla. Stat. Notice of administration; filing of objections. §
733.6175, Fla. Stat. Proceedings for review of employment of agents and compensation of personal representatives and employees of estate. §
744.108, Fla....
CopyPublished | Supreme Court of Florida | 17 Fla. L. Weekly Supp. 636, 1992 Fla. LEXIS 1622, 1992 WL 249483
...733.212, Fla.Stat. Notice of administration; filing of objections and claims.
733.6175, Fla.Stat. Proceedings for review of employment of agents and compensation of personal representatives and employees of estate. F.S. 744,424 Attorney’s fees and expenses,§
744.108, Fla.Stat....
...Editorial change in (b). Citation form change in committee notes. 1992 Revision: Editorial changes. Committee notes revised. Citation form changes in committee notes. Statutory References §
733.106, Fla.Stat. Costs and attorney fees, §
744.105, Fla.Stat. Costs. §
744.108, FIa.Stat....
CopyPublished | Florida 3rd District Court of Appeal
...Joyce, for appellee.
Before FERNANDEZ, C.J., and LINDSEY, and BOKOR, JJ.
PER CURIAM.
Appellant Macy Katherine Betzold Wheelock appeals the circuit court’s
order granting attorney’s fees in favor of Appellee the Guardianship Estate
under section 744.108, Florida Statutes (2021).
Wheelock challenges the court’s order on two grounds....
...ableness of the
amount awarded.
We affirm without further discussion on the issue of entitlement, but
reverse and remand the amount of fees awarded. To determine the
reasonableness of the amount, the court must be guided by section
744.108(2)....
CopyPublished | Florida 1st District Court of Appeal | 2005 Fla. App. LEXIS 18690, 2005 WL 3159591
...Thereafter, Berg and Associates, P.A. (Berg), legal counsel for the appellant as the emergency temporary guardian, filed a petition for attorneys’ fees and costs. The petition listed Berg as the sole petitioner and sought fees and costs pursuant to section 744.108(1), Florida Statutes (2003)....
...Upon remand, the trial court is instructed to delete all surcharge provisions and all provisions indicating that the appellant was the petitioner for fees and costs or a party to the proceedings on the petition. REVERSED and REMANDED with instructions. DAVIS, BROWNING and LEWIS, JJ, concur. . Section 744.108(1) provides that ''[a] guardian, or an attorney who has rendered services to the ward or to the guardian on the ward's behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the...
CopyPublished | Florida 2nd District Court of Appeal | 2014 Fla. App. LEXIS 19259, 2014 WL 6497820
...disturbed unless there is a lack of competent, substantial evidence to support the
award." In re Guardianship of Sapp,
868 So. 2d 687, 693 (Fla. 2d DCA 2004). A
-3-
guardian is entitled to a reasonable fee for services rendered. §
744.108(1), Fla....
...White for the work
that the court appointed her to do and that she is required by law to do. See Thorpe v.
Myers,
67 So. 3d 338, 343-44 (Fla. 2d DCA 2011) ("To the extent that the services of a
guardian are unnecessary or unproductive, the circuit court may reduce the requested
compensation based on the factors listed in section
744.108(2) but may not deny
compensation altogether.").
IV....
...reimbursed for the additional expenses that she incurs on Mr. Lubin's behalf. We think
that the circuit court should take all of the factors surrounding Ms. White's service into
account when it reconsiders her petition for compensation on remand. See
§ 744.108(2).
Affirmed in part, reversed in part, and remanded for further proceedings
consistent with this opinion.
DAVIS, C.J., and SLEET, J....
CopyPublished | Florida 2nd District Court of Appeal | 2016 Fla. App. LEXIS 17250
guardianship case.' The issue presented is whether section
744.108(1), Florida Statutes (2013), authorizes an
CopyPublished | District Court of Appeal of Florida | 1994 Fla. App. LEXIS 4954, 1994 WL 202969
...Therefore, there was nothing to account for. In sum, the record does not support the conclusion that any of these services except for the initial institution of the guardianship proceedings were performed under authority of the court order. Although section 744.108, Florida Statutes (1992) entitles the attorney and guardian to a reasonable fee, such a fee would not include fees for services that ap-pellee was enjoined from providing....
CopyPublished | District Court of Appeal of Florida | 10 Fla. L. Weekly 1262, 1985 Fla. App. LEXIS 14023
...It is significant to note that O’Neil, simultaneous with answering the complaint, transferred the stock back to the trust, thereby reversing his improvident act and preventing the trust corpus from being in any way diminished. . See § 744.424, Fla.Stat. (1983). . See § 744.108, Fla.Stat....
CopyPublished | Supreme Court of Florida | 27 Fla. L. Weekly Supp. 423, 2002 Fla. LEXIS 873, 2002 WL 825699
...Subdivision (b) amended to give court discretion to assess attorneys’ fees. Subdivision (c) added. Committee notes revised. Statutory References §
731.201(21), Fla. Stat. General definitions. §
733.106, Fla. Stat. Costs and attorney^ fees. §
744.105, Fla. Stat. Costs. §
744.108, Fla....
CopyPublished | Florida 4th District Court of Appeal | 2017 WL 1908386, 2017 Fla. App. LEXIS 6559
...Accordingly, Juh ian seeks the release of the $185,000 held in escrow by Ciklin Lubitz & O’Connell as well as the $155,383.51 held in the guardian’s Wells Fargo account. . A guardian “is entitled to a reasonable fee- for services rendered and reimbursement for costs incurred on behalf of the ward.” § 744.108(1), Fla, ....
CopyPublished | Florida 4th District Court of Appeal | 2017 WL 1929699, 2017 Fla. App. LEXIS 6574
...Chinchilla,
17 So.3d 711, 713 (Fla. 4th DCA 2009). “We defer to the circuit court’s findings of fact when they are based on competent, substantial evidence.” In re Guardianship of Ansley,
94 So.3d 711, 713 (Fla. 2d DCA 2012). First Petition Pursuant to section
744.108(1), Florida Statutes (2015), a guardianship attorney “is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward.” Section
744.108(2) lists nine factors that courts must consider when determining an award of attorney’s fees. Section
744.108(4) explains that “[flees for legal services may include customary and reasonable charges *1013 for work performed by legal assistants employed by and working under the direction of the attorney.” Further, it is well settled that w...
...and hourly rate on which attorney’s fees award was based, failure to include number of hours and hourly rate in written order was harmless error). On appeal, appellants argue that the circuit court erred by failing to consider the nine factors in section 744.108(2) when it. determined that the amount requested by appellants in the first petition was excessive. We disagree. Although the order did not expressly reference section 744.108(2), the order sufficiently explained why the court found the amount to be excessive. In so doing, the court, albeit indirectly, applied the relevant factors in section 744.108(2) to the first petition....
...The new order must also itemize the costs allowed on the second petition. Id. Again, a new evidentiary hearing is unnecessary if the court can use notes or a transcript of the original fees hearing to formulate the new order. Simhoni,
843 So.2d at 1037 . Third Petition Section
744.108(8), 'which authorizes courts to order guardianships to compensate attorneys for the fees and costs associated with preparing and attending hearings on fees, provides: When court proceedings are instituted to review or determine a guar...
CopyPublished | Florida 2nd District Court of Appeal | 2014 WL 889050
...rd and charging him for costs based on conduct that is not prohibited by law and which did not form the sole basis for the court’s appointment of the second examining committee. McKinney contends that he was entitled to all of his fees pursuant to section 744.108 because he established that all of his services benefited the Ward. Section 744.108(1) provides that “an attorney who has rendered services to the ward or to the guardian on the ward’s behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward.” An a...
...tee were consistent. . Indeed, the court’s suggested procedure has been recognized as an appropriate method of challenging the sufficiency of a committee member’s assessment. See Levine v. Levine,
4 So.3d 730, 731 n. 1 (Fla. 5th DCA 2009). . See §
744.108(1); In re Guardianship of Ansley,
94 So.3d 711, 714 (Fla....
CopyPublished | Florida 2nd District Court of Appeal | 2015 Fla. App. LEXIS 2968, 2015 WL 894259
...n opportunity to be heard before it entered its final order. Finally, the Steiners argue that the trial court erred in failing to make specific findings that the court-appointed attorney’s services actually benefited the clients, as is required by section
744.108. “Because sections
744.108 and
744.331 do not contemplate the payment of fees and costs from an alleged incapacitated person where a guardianship is not established,” we agree that the Steiners are not Hable for the payment of the attorney’s fees and we reverse....
CopyPublished | Florida 1st District Court of Appeal | 2008 Fla. App. LEXIS 3841, 2008 WL 706259
PER CURIAM. Petitioner, a law firm seeking to recover fees and costs in a guardianship matter pursuant to section 744.108, Florida Statutes, seeks prohibition relief following the denial of its motion to disqualify the trial judge....
CopyPublished | Florida 2nd District Court of Appeal
... Charles Beckford challenges an order awarding attorney's fees to
Hamden H. Baskin, the attorney for Donna Beckford.1 Donna2 is the
former guardian of Wayne Astor Beckford. Mr. Baskin is entitled to fees
for rendering legal services to Donna on Wayne's behalf. See § 744.108,
Fla....
...conviction from being appointed guardian." Beckford v. Beckford,
368
So. 3d 1061, 1062-64 (Fla. 2d DCA 2023).
On remand, Donna resigned as Wayne's guardian. The trial court
appointed successor guardians. Mr. Baskin sought attorney's fees for
past services. See §
744.108, Fla....
...Baskin.
II. Discussion
"A guardian, or an attorney who has rendered services to the ward
or to the guardian on the ward's behalf, is entitled to a reasonable fee for
services rendered and reimbursement for costs incurred on behalf of the
ward." § 744.108(1)....
...See In re
Guardianship of Beck,
204 So. 3d 143, 147 (Fla. 2d DCA 2016) (citing
McDade v. State,
154 So. 3d 292, 297 (Fla. 2014)).
The trial court appointed Donna to act on Wayne's behalf. Thus,
she was a "guardian" for purposes of sections
744.102(9) and
744.108(1).
See In re Guardianship of Beck,
204 So. 3d at 148 ("[R]egardless of
whether Ms. Yates is a guardian appointed upon a determination of
incapacity, she is a guardian for the purposes of section
744.108(1) if she
(1) is a person appointed by the court (2) to act on behalf of the person or
property (3) of a ward.").
Of course, this result does not render section
744.309(3)
meaningless....
...We reversed the appointment order, and Donna resigned
as guardian. See Beckford,
368 So. 3d at 1062. Nevertheless, an
attorney who rendered services to a guardian on a ward's behalf while
the guardian was appointed—albeit incorrectly—remains entitled to
attorney's fees under section
744.108(1)....
...In re Guardianship
of Sanders v. Chaplin,
334 So. 3d 723, 728 (Fla. 1st DCA 2022) ("[T]here
is no question the [l]egislature 'knows how to write attorney's fee statutes
that require the lawsuit to end successfully.' The [l]egislature declined to
do so in section
744.108, and instead, provided for attorney's fees where
services were rendered to the ward. Section
744.108(1) is void of
contingency or prevailing party semantics." (quoting Schlesinger v....
...Baskin.
Accordingly, we affirm.
Affirmed.
BLACK and SMITH, JJ., Concur.
Opinion subject to revision prior to official publication.
3 To the extent that legal services are unnecessary or unproductive,
a trial court may reduce the amount of the requested fees based on the
factors listed in section 744.108(2). Charles does not quibble about the
fee amount under section 744.108(2)....
CopyPublished | Florida 4th District Court of Appeal | 2015 Fla. App. LEXIS 9575, 2015 WL 3875682
...In a 1996 opinion of former Attorney General Robert Butterworth, the
existence of this duty of care is explained:
Under the state’s guardianship statutes, it is clear that the
ward is the intended beneficiary of the proceedings. Section
744.108, Florida Statutes, authorizes the payment of
attorney’s fees to an attorney who has “rendered services to
the ward or to the guardian on the ward’s behalf[.]” Thus, the
statute itself recogn...
CopyPublished | Florida 3rd District Court of Appeal
...Morburger, for appellant.
Waserstein & Nunez PLLC, and Carlos A. Nuñez-Vivas and Denise
L. Ben-David, for plenary guardian, Steve Waserstein, for appellee.
Before EMAS, C.J., and HENDON and BOKOR, JJ.
PER CURIAM.
Affirmed. In re Guardianship of Martino,
313 So. 3d 687 (Fla. 2d DCA
2020); §
744.108(6), Fla....
CopyPublished | Supreme Court of Florida | 28 Fla. L. Weekly Supp. 495, 2003 Fla. LEXIS 1063, 2003 WL 21402500
...Costs and attorney’s fees. §
733.212, Fla. Stat. Notice of administration; filing of objections and claims. §
733.6175, Fla. Stat. Proceedings for review of employment of agents and compensation of personal representatives and employees of estate. §
744.108, Fla....
CopyPublished | Florida 4th District Court of Appeal
...The father raises five
issues: (1) the trial court erred in awarding attorney’s fees under rule 1.380
concerning a discovery order, (2) the trial court erred in awarding
attorney’s fees under rule 1.510(h) relating to striking the father’s affidavit,
(3) the trial court erred in awarding attorney’s fees under section
744.108
relating to summary judgment, (4) the trial court erred in awarding
attorney’s fees under section
744.3715(2) relating to a petition for interim
judicial review, and (5) the trial court erred in determining the hourly rate
and amount of attorney’s fees....
...In doing
so, [the father] puts forth absolutely nothing to support any accusations
that he has made against the [mother].” The summary judgment order
found that the mother was entitled to an award of reasonable attorney’s
fees and costs against the father pursuant to section 744.108(1), Florida
Statutes (2021), as well as Golden v....
...entitlement and makes the requisite statutory findings.
3. Order granting summary judgment
The father argues that the trial court erred in awarding entitlement to
fees and costs in the order granting summary judgment. According to the
father, section
744.108, Florida Statutes (2021), applies to guardians, not
guardian advocates. Further, the statute requires that the person have
been adjudicated incapacitated, which the older child was not. The father
also argues that section
744.108 authorizes an award to be paid from the
assets of the guardianship estate, not against the father.
Whether section
744.108 applies to this case is a question of law we
review de novo. See People’s Tr. Ins. Co. v. Polanco,
354 So. 3d 557, 559
(Fla. 4th DCA 2023) (“We review a trial court’s determination of entitlement
to attorney’s fees based on interpretation of a statute de novo.”).
We agree with the father that section
744.108 authorizes an award of
fees only to a guardian and not to a guardian advocate. Because the
mother was a guardian advocate, she was not entitled to fees under section
744.108. Simply put, there is no statutory authority for an award of fees
to a guardian advocate under this statute.
Section
744.108(1) states: “A guardian, or an attorney who has
rendered services to the ward or to the guardian on the ward’s behalf, is
entitled to a reasonable fee for services rendered and reimbursement for
costs incurred on behalf of the ward.” (emphasis added)....
...Subsection (2)
identifies nine criteria the court shall consider in determining fees for a
guardian, including “[t]he nature and value of the incapacitated person’s
property” and “[t]he nature and length of the relationship with the
incapacitated person.” § 744.108(2)(e), (h), Fla. Stat. (emphasis added).
Attorney’s fees awarded under this statute are “paid from the assets of the
guardianship estate.” § 744.108(8), Fla....
...Stat.; see also §
744.3085, Fla. Stat. (reiterating the
language in section
393.12 and stating that “courts are encouraged to
consider appointing a guardian advocate, when appropriate, as a less
restrictive form of guardianship”).
The plain language of section
744.108 makes clear that the recovery of
fees applies only to guardians, not guardian advocates. Nowhere in the
statute does it mention guardian advocate. The statute specifically limits
recovery of fees to a “guardian” who has rendered services “on behalf of
the ward.” §
744.108(1), Fla. Stat. The criteria to consider in determining
fees for a guardian twice refers to an “incapacitated person.” §
744.108(2)(e), (h), Fla. Stat. Additionally, the fees awarded are “paid from
the assets of the guardianship estate.” §
744.108(8), Fla....
...Stat.
Significantly, the instant case does not involve a guardian, a ward, an
incapacitated person, or a guardianship estate.
The mother was appointed guardian advocate—not guardian—and the
older child was never adjudicated incapacitated. “[B]y definition,
attorney’s fees and costs contemplated by section
744.108(1) relate to legal
services performed and costs incurred after a finding of incapacity and
appointment of a guardian for the ward.” Guardianship of Sanders v.
Chaplin,
334 So. 3d 723, 726 (Fla. 1st DCA 2022). “[T]he one underlying
consistency in the case law pertaining to fee awards under section
744.108
is that the alleged incapacitated person was adjudicated as such, thus
becoming a ward, and a guardian was appointed to the ward.” In re
Guardianship of Klatthaar,
129 So. 3d 482, 486 (Fla. 2d DCA 2014).
Because the older child was not adjudicated incapacitated and does not
have a guardian, the attorney’s fees provision for guardians of
incapacitated wards in section
744.108(1) simply does not apply to this
case. Finally, even if the statute did apply, which it does not, it would only
authorize an award payable from the assets of the guardianship estate and
not against the father personally. See §
744.108(8), Fla....
...case involved an emergency temporary guardian. See In re Guardianship
of Beck,
204 So. 3d 143 (Fla. 2d DCA 2016). In contrast with Beck, here
the mother was never a guardian, not even temporarily. Rather, she is a
guardian advocate and thus does not fall within the purview of section
744.108. This court cannot, and will not, add words to a statute that are
not there. See Armstrong v. City of Edgewater,
157 So. 2d 422, 425 (Fla.
1963). 2
In summary, there is no statutory authority for an award of fees to the
mother under section
744.108. Section
744.108 applies to guardians, not
guardian advocates, and authorizes a fee award only from a guardianship
estate, not third parties....
...re entitlement depends on
the interpretation of a statute or contract the ruling is reviewed de novo.’”
Kelly v. BankUnited, FSB,
159 So. 3d 403, 405 (Fla. 4th DCA 2015)
(citation omitted).
2 We recommend that the legislature consider amending section
744.108 to
include guardian advocates among those entitled to recover attorney’s fees under
this statute....
...See §
744.3085, Fla. Stat. (“In accordance with the
legislative intent of this chapter, courts are encouraged to consider appointing a
guardian advocate, when appropriate, as a less restrictive form of
guardianship.”).
3 This determination is to section
744.108 and is without prejudice to
consideration of attorney’s fees under section
57.105, which the trial court
previously reserved jurisdiction over.
8
Section
744.3715(2), Florida Statutes (...
CopyPublished | Florida 4th District Court of Appeal
...fees. On remand,
the trial court held a hearing and awarded $17,125 for appellate attorney’s
fees. Because the trial court failed to consider the nature and value of the
guardianship estate in determining the reasonableness of the fee pursuant
to section 744.108(2), Florida Statutes (2018), we grant review, reverse the
order of the trial court, and remand for further proceedings.
In the appeal which generated the appellate fees, the appellant had
challenged the trial court’s order awarding attorney’s fees to the then-
guardian of appellant’s mother. This court affirmed the award and granted
appellate attorney’s fees based upon section 744.108(8), which allows
attorney’s fees for the review of orders determining an attorney’s fee in a
guardianship....
...In other words, contrary to other types of proceedings, the
legislature has specifically allowed the collection of “fees on fees.” These
fees are assessable against the guardianship estate, unless the court finds
them “substantially unreasonable” after a determination under section
744.108(2).
At the hearing on fees, both appellant and the current guardian
objected to the appellate fees....
...rmined the fee to be
$17,125 for the appellate representation. It specifically stated that it did
not consider the nature and value of the guardianship estate because no
evidence had been presented as to it. Appellant seeks review of this order.
Section 744.108(2), Florida Statutes, provides the criteria that the court
shall consider in determining a reasonable fee in a guardianship
proceeding:
(2) When fees for a guardian or an attorney are submitted to
the court for determinat...
CopyPublished | Supreme Court of Florida | 33 Fla. L. Weekly Supp. 542, 2008 Fla. LEXIS 1242, 2008 WL 2686339
...§
733.106, Fla. Stat. Costs and attorneys fees. §
733.212, Fla. Stat. Notice of administration; filing of objections. §
733.6175, Fla. Stat. Proceedings for review of employment of agents and compensation of personal representatives and employees of estate. §
744.108, Fla....
CopyPublished | Florida 4th District Court of Appeal
...object be construed together to harmonize the statutes and to give effect
to the Legislature’s intent.”). 1
1 We note this case is unlike Ticktin v. Goldmintz,
391 So. 3d 470, 476-78 (Fla.
4th DCA 2024), where attorney’s fees were not awardable to a guardian advocate
under section
744.108 of the guardianship statute because that statute, by its
plain language, limited recovery of fees to guardians....
CopyPublished | Florida 2nd District Court of Appeal | 2000 Fla. App. LEXIS 975, 2000 WL 126571
...Even if appellant was properly determined to be an adversary party in the guardianship proceeding, and regardless of the friction and acrimony that apparently existed, attorney’s fees and costs are not available absent statutory or contractual authorization. Section 744.108, Florida Statutes (1995), authorizes an award of guardian and attorney’s fees, but that statute clearly is directed toward an award out of the assets of the guardianship estate and not an award against third parties....
CopyPublished | Supreme Court of Florida | 32 Fla. L. Weekly Supp. 79, 2007 Fla. LEXIS 132, 2007 WL 268753
...§
733.106, Fla. Stat. Costs and attorney’s fees. §
733.212, Fla. Stat. Notice of administration; filing of objections. §
733.6175, Fla. Stat. Proceedings for review of employment of agents and compensation of personal representatives and employees of estate. §
744.108, Fla....
...Subdivision (b) amended to give court discretion to assess attorneys’ fees. Subdivision (c) added. Committee notes revised. 2006 Revision: Committee notes revised. Statutory References §
731.201(21), Fla. Stat. General definitions. §
733.106, Fla. Stat. Costs and attorney’s fees. §
744.105, Fla. Stat. Costs. §
744.108, Fla....
...y sufficiently address the problems of the alleged incapacitated person in whole or in part; and *746 (10) if the proposed guardian is a professional guardian, a statement that the proposed guardian has complied with the registration requirements of section 744.1083, Florida Statutes....
...2000 Revision: Deletes requirement in subdivision (a) to report social security number of proposed guardian. 2003 Revision: Committee notes revised. 2006 Revision: New (a)(9) added to incorporate 2006 passage of section
744.462, Florida Statutes. Subdivision (a)(10) added to implement section
744.1083, Florida Statutes. Committee notes revised. Statutory References §
744.1083, Fla....
...ated person or minor; (G) the reasons why appointment of the proposed guardian should be confirmed; and (H) if the proposed guardian is a professional guardian, a statement that the proposed guardian has complied with the educational requirements of section 744.1083, Florida Statutes....
CopyPublished | District Court of Appeal of Florida | 12 Fla. L. Weekly 2723, 1987 Fla. App. LEXIS 11253, 1987 WL 1941
guardian is entitled to a fee pursuant to section 744.-108, Florida Statutes (1985). In fact, entitlement
CopyPublished | Florida 2nd District Court of Appeal | 2003 Fla. App. LEXIS 19186, 2003 WL 22956439
COVINGTON, Judge. Carole King appeals the trial court’s order granting Fergeson, Skipper, Shaw, Key-ser, Baron, and Tirabassi, P.A.’s, motion for attorney’s fees, pursuant to section 744.108(2), Florida Statutes (2002), in a guardianship proceeding involving Carole King’s mother, Thelma King....
CopyPublished | Florida 4th District Court of Appeal | 2016 Fla. App. LEXIS 11708
...Judge Ticktin then ruled. First, she acknowledged Judge Gillen’s order setting the fees prospectively but admittéd that, not having a transcript of the proceedings, she didn’t know what to make of the order. Judge Ticktin found that, pursuant to section 744.108, Florida Statutes (2015), there was no evidence suggesting that the case merited more than $90 per hour, as ruled by Judge Gillen, despite the fact that there were co-guardians....
...ns of validity. “A guardian, or an attorney who has rendered services to the ward or to the guardian on the ward’s behalf, is entitled to a reasonable fee for services rendered and reimburse *511 ment for costs incurred on behalf of the ward.” § 744.108(1), Fla....
...he results obtained; (g) The time limits imposed by the circumstances; (h) The nature and length of the relationship with the incapacitated person; and (i)The experience, reputation, diligence, • and ability of the person performing ' the service. § 744.108(2), Fla....
CopyPublished | Florida 2nd District Court of Appeal | 2012 WL 3537051
...ed, and the expenses incurred. Undeniably, there is an internal inconsistency in the order; the amount of fees and expenses awarded does not equal the amount of fees and expenses that the circuit court found were reasonable. II. THE LEGAL BACKGROUND Section 744.108(1), Florida Statutes (2010), provides that “an attorney who has rendered services to the ward or to the guardian on the ward’s behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on b...
...d or the ward’s estate. King v. Fergeson, Skipper, Shaw, Keyser, Baron, & Tirabassi, P.A.,
862 So.2d 873, 874 (Fla. 2d DCA 2003) (Villanti, J., concurring specially); Butler v. Guardianship of Peacock,
898 So.2d 1139, 1141 (Fla. 5th DCA 2005). Section
744.108(2) lists a number of factors that the circuit court must consider in determining a reasonable fee, and section
744.108(5) requires that “[a]ll petitions for ......
CopyPublished | Florida 2nd District Court of Appeal
...Richard Mancini of
Henderson, Franklin, Starnes & Holt, P.A.,
Bonita Springs, for Appellee.
SALARIO, Judge.
Kenneth E. Kemp, II, and Jerald Chlipala appeal a final order denying their
applications for attorney's fees and costs in this guardianship case. The issue
presented is whether section
744.108(1), Florida Statutes (2013), authorizes an award
of fees and costs incurred by counsel for an emergency temporary guardian and
counsel for a ward who was the subject of the emergency temporary guardianship when
there was no later determination that the ward was actually incapacitated and, as a
result, no later appointment of a plenary or limited guardian. Relying on our decision In
re Guardianship of Klatthaar,
129 So. 3d 482 (Fla. 2d DCA 2014), the trial court held
that section
744.108(1) does not authorize an award in such circumstances....
...Yates as emergency temporary guardian
for Mr. Beck; and (3) a petition by Mr. Chlipala, who represented Mr. Beck, seeking
reimbursement for services rendered in representing him. Each petition was amended
and, as amended, alleged entitlement to an award of fees and costs under section
744.108(1) or, alternatively, a theory of unjust enrichment....
...Mr.
Berschback reserved the right to contest the reasonable amount of fees and costs in the
event the trial court found that Mr. Kemp and Mr. Chlipala were entitled to such an
award.
After a hearing, the trial court entered a final order denying the petitions. It
held that section 744.108(1) did not permit an award of fees and costs to Mr....
...court's disposition of their claim for unjust enrichment. See Fla. R. App. P. 9.210(b)(5)
(requiring parties to brief each appellate issue); see also Weaver v. Weaver,
95 So. 3d
1029, 1030 (Fla. 2d DCA 2012) (deeming unbriefed issues abandoned). We therefore
address only whether section
744.108(1) authorizes an award of fees and costs
-5-
associated with an emergency temporary guardianship where, as here, there is
ultimately no judicial determination of incapacity and, as a result, no appointment of a
plenary or limited guardian. This appears to be a question of first impression.1
Because resolution of the question hinges on the construction of section
744.108(1), our
review is de novo. McDade v. State,
154 So. 3d 292, 297 (Fla. 2014).
The starting point for our analysis is the text of section
744.108(1)....
...A guardian, or an attorney who has rendered services to the
ward or to the guardian on the ward's behalf, is entitled to a
reasonable fee for services rendered and reimbursement for
costs incurred on behalf of the ward.
§ 744.108(1)....
...ursement under this statute.
1
The parties have not cited, and we have not uncovered, any decision
addressing the question presented by the trial court's order. Other decisions have
presumed, however, that fees under section
744.108(1) would be available in such
circumstances. See, e.g., In re Guardianship of Snell,
915 So. 2d 709, 710 (Fla 1st
DCA 2005) (reversing order awarding fees to emergency temporary guardian under
section
744.108(1) in case where there was no determination of incapacity based on
discrepancies in the order but without questioning that the emergency temporary
guardian was entitled to fees under the statute); In re Guardianship of Schoyann,
637
So. 2d 81, 82 (Fla. 4th DCA 1994) (reversing order awarding fees to emergency
temporary guardian and counsel where there was no determination of incapacity
because "[a]lthough section
744.108, Florida Statutes (1992)[,] entitles the attorney and
guardian to a reasonable fee, such a fee would not include fees for services that
appellee was enjoined from providing" (emphasis added))....
...Kemp in his capacity as counsel for Ms.
Yates. We hold that, in that capacity, he was an attorney who rendered services to the
guardian and is entitled to fees and costs to the extent that his services were rendered
in connection with the guardian's activities "on behalf of [a] ward." § 744.108(1).
Ms....
...The fact that the statutory title of Ms.
Yates's appointment is "emergency temporary guardian" on its face appears to establish
that unless or until a plenary or limited guardianship is established or the emergency
temporary guardianship expires, Ms. Yates is a guardian as described in section
744.108(1)....
...need of a guardian"); Faulkner v. Faulkner,
65 So. 3d 1167, 1169-70 (Fla. 1st DCA
2011) (holding that an emergency temporary guardian is a guardian for purposes of the
attorney's fee provisions of section
744.331(7)). Mr. Berschback argues, however, that
the term "guardian" in section
744.108(1) can refer only to a guardian appointed upon a
determination of incapacity and not to an emergency temporary guardian appointed
prior to such a determination....
...We disagree.
Section
744.102(9) defines the term "guardian" for purposes of the Florida
Guardianship Law as "a person who has been appointed by the court to act on behalf of
a ward's person or property, or both." We see no indication in section
744.108(1), or in
-7-
chapter 744 generally, that the term "guardian" in section
744.108(1) means anything
different from the meaning given by the statutory definition. Thus, regardless of whether
Ms. Yates is a guardian appointed upon a determination of incapacity, she is a guardian
for the purposes of section
744.108(1) if she (1) is a person appointed by the court (2)
to act on behalf of the person or property (3) of a ward.
The first two elements are unquestionably present here....
...appointment of an emergency temporary guardian.
- 11 -
Having concluded that a person subject to an emergency temporary
guardianship is a ward, it follows that the emergency temporary guardian is a guardian
as described in section 744.108(1) when an emergency temporary guardianship is at
issue and that counsel to such a person is "an attorney who has rendered services to
....
...found our decision
Klatthaar controlling. In Klatthaar, we considered whether counsel appointed by the
court pursuant to section
744.331 to represent an alleged incapacitated person in a
proceeding to determine capacity was entitled to fees under section
744.108(1) where
the alleged incapacitated person had died before the capacity determination could be
made....
...emergency temporary guardian pending a capacity determination, but the trial court
denied that request. Id. at 483. We reversed the trial court's order awarding fees and
costs, holding that "since a guardianship was never established and a guardian was
thus not appointed, section 744.108 is not triggered in this case." Id. at 485. We
observed that section 744.108 does not authorize an award of fees to court-appointed
counsel for an alleged incapacitated person because that term is not used in that
statute, although the term "incapacitated person" is used in various sections. Id. at 485.
- 12 -
We also explained that both a guardian and a ward must exist before fees and costs
may be awarded under section 744.108(1).3 Id....
...never a ward that was represented by the court-appointed lawyer. There was only an
alleged incapacitated person that the lawyer was appointed to represent for purposes of
the capacity determination, and no determination of capacity was ever made. Under no
interpretation of section 744.108(1) would the court-appointed lawyer have been entitled
to a fee because under no interpretation could the lawyer have been deemed to
represent either a guardian or a ward. The Klatthaar court thus had no occasion to
consider how the terms "guardian" and "ward" in section 744.108(1) apply to a
temporary emergency guardianship....
...This
aspect of Klatthaar is not relevant to this case, however, because neither Mr. Kemp nor
Mr. Chlipala sought fees under section
744.331(7).
4
Mr. Berschback points to a statement in Klatthaar that "the one
underlying consistency in the case law pertaining to fee awards under section
744.108
is that the alleged incapacitated person was adjudicated as such, thus becoming a
ward," 129 So....
...-
This case, however, does present that question, and we hold that in the
context of an emergency temporary guardianship, the emergency temporary guardian is
a guardian and the subject of the guardianship is the ward for purposes of section
744.108(1)....
...Yates, was not entitled to fees and costs simply because no
plenary or limited guardian was appointed was thus in error, and we therefore reverse.
On remand, the trial court should determine the extent to which the fees and costs
incurred by Mr. Kemp while representing Ms. Yates are compensable under section
744.108(1), the reasonable amount of any such fees and costs, and the factual and
legal merits, if any, of the bad faith issue raised by Mr....
...Gribler was, under the facts of this case, solely a petitioner seeking a
determination of incapacity and the appointment of a guardian for an alleged
incapacitated person. Even though an emergency temporary guardian was appointed,
Ms. Gribler was never a guardian or a ward as contemplated by section
744.108(1).
Because Mr. Kemp's representation of Ms. Gribler was thus not directed toward the
categories of persons covered by section
744.108(1), the trial court's order is due to be
affirmed to the extent it denied the petition for those fees and costs. See Dade Cty.
Sch. Bd. v. Radio Station WQBA,
731 So. 2d 638, 644 (Fla. 1999) ("[I]f a trial court
cited held, stated, or implied that section
744.108(1) prohibited an award of fees where
an emergency temporary guardian was appointed but no subsequent determination of
incapacity was made.
- 14 -
reaches the right result, but for the wrong...
...Last, we address Mr. Chlipala's petition for fees and costs incurred in
representing Mr. Beck. As stated earlier in this opinion, as soon as Ms. Yates was
appointed as Mr. Beck's emergency temporary guardian, Mr. Beck became a ward.
Under section 744.108(1), an attorney rendering services to a ward is entitled to an
award of fees and costs incurred in that representation. It was error for the trial court to
decide that Mr. Chlipala was not entitled to fees and costs under section 744.108(1)
solely because Mr....
...here there is no ultimate determination of
incapacity and no ultimate appointment of a plenary or limited guardian, counsel to an
emergency temporary guardian and to the ward of such a guardianship are entitled to
an award of fees and costs under section 744.108(1)....
CopyPublished | Florida 2nd District Court of Appeal
...guardianship proceedings.
Hayes involved heirs of a ward's estate who were precluded for lack of
standing from challenging a petition for attorney's fees filed by the
guardian's legal counsel during the administration of the guardianship
pursuant to section 744.108, Florida Statutes (2006)....
...has standing to participate in the guardianship proceeding.
Id. at 506.
The supreme court then turned to the specific issue of whether the
heirs to the ward's estate had standing to participate in a proceeding for
guardian or attorney's fees under section 744.108, initially noting that
"there is no specific guardianship rule that provides for notice of, or
6
objections to, petitions for guardian's or attorney's fees beyond what is
provided in section 744.108." Id.; see also § 744.108(6) ("A petition for
fees or expenses may not be approved without prior notice to the
guardian and to the ward, unless the ward is a minor or is totally
incapacitated.")....
...d entitles an
" 'interested person' who files a request" to receive notice of further
proceedings. Hayes,
952 So. 2d at 506–07 (quoting Fla. Prob. R.
5.060(a)). The court thus held "that in guardianship proceedings
concerning attorney's fees under section
744.108, the only persons
entitled to standing are the attorney making the fee request, the
guardian, the ward, and those 'interested persons' who have filed written
requests for notice under Florida Probate Rule 5.060." Id....
...deciding whether" someone meets the definition of an interested person.
Id. at 508.
7
which is in a different procedural posture than that from which the
appeal arose in Hayes. Hayes involved a proceeding under section
744.108 on a petition for attorney's fees filed during the administration
of the guardianship, see id....
...the status of "interested person[s]" under rule 5.060; rather, isolation of
its discussion to that rule was a consequence of the particular procedure
at issue in that case. See id. at 509 ("We hold that in guardianship
proceedings concerning attorney's fees under section 744.108, the only
8
persons entitled to standing are the attorney making the fee request, the
guardian, the ward, and those 'interested persons' who have filed written
requests for notice under Florida Probate Rule 5.060." (emphasis added)).
The rationale of Hayes includes a larger holding that must, by logic,
apply to Mr. McLain in this case. Answering the question of "whether
standing to participate in guardianship proceedings under this statute[,
section 744.108,] is limited to the guardian and the ward—and their
counsel in attorney's fees proceedings—or whether it also extends to
other parties," the court deduced its answer from the general
pronouncement that "in determining whether a person has standing in a
guardianship proceeding, courts must consider the applicable provisions
of both the Florida Guardianship Law and the Florida Probate Rules."
See id. at 502, 509 (emphasis added).
While a section 744.108 proceeding concerns requests for guardian
and attorney fees, a proceeding involving the review of a guardian's final
report also necessarily encompasses requests for certain guardian and
attorney fees....
CopyPublished | District Court of Appeal of Florida | 1997 Fla. App. LEXIS 4158, 1997 WL 193955
...The Estate also petitioned this Court for a Writ of Prohibition,, contending that the probate court lacked jurisdiction to award either guardian or attorney’s fees. This Court denied these petitions. On June 2, 1995, Galbut’s attorney filed a motion below for attorney’s fees under §
744.108 and §
57.105, Fla....
...el. In so doing we note that we have thoroughly reviewed this record and find no legal basis for an award of attorney’s fees under section
57.105, Florida Statutes. Accordingly, whatever award is ultimately made by the trial court must be based on section
744.108, Florida Statutes....
...4th DCA 1986); Cari v. Erickson,
394 So.2d 1022 (Fla. 4th DCA 1981). Counsel's services in this case, however, were not rendered to the estate but to the guardian. .It is unclear to us whether the award of attorney’s fees to Mr. Morgan was based on section
57.105 or section
744.108, Florida Statutes....
CopyPublished | Florida 2nd District Court of Appeal | 2004 Fla. App. LEXIS 4340
...Page Corp.,
755 So.2d 787, 790 (Fla. 2d DCA 2000)). Analysis An attorney who has rendered services to the ward or to the guardian on the ward’s behalf is entitled to a reasonable fee for services rendered and reimbursement on behalf of the ward. §
744.108(1), Fla....
...stification for the result and founded on substantial, competent evidence. Valentini v. State (In re Guardianship of Sitter),
779 So.2d 346, 348 (Fla. 2d DCA 2000). The Applicable Law A guardian is entitled to a reasonable fee for services rendered. §
744.108(1); Lucom v....
...Palm Beach,
97 So.2d 478, 481 (Fla.1957); Schacter v. Guardianship of Schacter,
756 So.2d 1075, 1076 (Fla. 4th DCA 2000); Ash v. Coconut Grove Bank,
448 So.2d 605, 607-08 (Fla. 3d DCA 1984). The criteria to be considered by the court in determining an award of fees to a guardian are set forth in section
744.108(2). Pursuant to section
744.108(5), a petition for guardian’s fees and expenses “must be accompanied by an itemized description of the services performed for the fees and expenses sought to be recovered.” The requirement of section
744.108(5) is mandatory.' An order for guardian’s fees based upon a petition that fails to include an itemized description of the services for *694 which compensation is requested will be reversed....
...In addition, O’Hare and Atherton observe that persons appointed to serve as guardian for a family member “rarely” seek compensation for their services. An arrangement for a guardian to serve without compensation is inconsistent with our guardianship law. See §
744.108(1); Lucom,
97 So.2d at 481 ; Schacter,
756 So.2d at 1076 ; Ash,
448 So.2d at 607-08 ....
...Hamric’s records were nothing more than mileage logs doubling as time records and containing uninformative entries such as “nursing home,” “Health Park,” and “mother.” Such cryptic entries were completely inadequate to satisfy the requirement of section 744.108(5) that the guardian’s petition for fees and expenses “must be accompanied by an itemized description of the services performed for the fees and expenses sought to be recovered.” In response, Hamric does not dispute the inadequacy of her time records....
...cessary supplemental information detailing her services that cured any deficiency in her petition. We conclude that the insufficiency of Hamric’s petition for fees and expenses could not be cured by supplemental information presented at a hearing. Section 744.108(5) provides that the guardian’s petition for fees and expenses must be accompanied by an itemized description of the services performed for the fees and expenses sought to be recovered....
...The production of the requisite information at a hearing is not an acceptable substitute for the inclusion in the fee petition of the itemized description of the services performed as required by the statute. See Anderson,
679 So.2d at 308-09 . 1 The strict enforcement of the mandate of section
744.108(5) will promote the efficient and inexpensive administration of guardianship estates....
...ed in order to obtain the necessary information. This would result in the inefficient use of scarce judicial resources and increased expense to everyone concerned, including the estates of the wards. Because Hamric’s petition failed to comply with section 744.108(5), the trial court’s order awarding her guardian’s fees and costs must be reversed....
...ts. The circuit court’s order awarding such additional fees and costs to him is reversed. In case number 2D03-1404, we hold that the circuit court erred in awarding guardian’s fees and costs to Hamric based on a petition that did not comply with section 744.108(5) and in compensating Hamric for services outside the scope of her duties as guardian....
...cerning the services and costs for which compensation is requested. On the contrary, such evidence will frequently be both necessary and appropriate. However, the presentation of such explanatory evidence at a hearing does not satisfy the mandate of section 744.108(5)....
CopyPublished | Florida 2nd District Court of Appeal | 2008 Fla. App. LEXIS 5738
...The probate court subsequently entered an order denying Lutheran Services’ objections to the reductions in the claimed fees and denying its request for an injunction. Lutheran Services now appeals as to both issues. Addressing first the issue of the guardian’s fees, we note that section 744.108(1), Florida Statutes (2005), provides that a guardian is entitled to a reasonable fee for services rendered to the ward....
...when determining whether the fee requested by the guardian is reasonable, including the time and labor involved, the skill required to perform the services, and the experience and abilities of the person performing the services, among other factors. § 744.108(2)....
...claimed amounts in light of the court’s experience and common sense. Based on our review of the probate court’s questions and Van Wart’s responses, or lack thereof, we cannot say that the probate court failed to consider the factors listed in section 744.108(2) or that it abused its discretion in reducing Lutheran Service’s fees for disputed tasks not substantiated by Van Wart’s testimony at the hearing....