Hernandez Sr. v. Hernandez
230 So. 3d 119
| Fla. Dist. Ct. App. | 2017Background
- Elena Hernandez (the Ward), age 85, was found totally incapacitated; her son Eusebio was appointed plenary guardian with authority over her person and property.
- Eusebio, with sister Elena’s consent, moved the Ward into assisted living; Antonio (another son) objected and had earlier arranged home care.
- Eusebio filed an adversary petition alleging that Antonio, his wife Leonor, and son Antonio Jr. unduly influenced the Ward, misappropriated funds (~$240,000), and caused neglect; those defendants contested the allegations.
- The probate court authorized counsel and repeatedly approved attorney’s fees and costs for services benefitting the Ward; those fee petitions were filed and ruled on without notice to Antonio.
- Antonio objected and moved to vacate the fee orders, claiming he was an “interested person” entitled to notice and to challenge fees charged against the Ward’s assets.
- The probate court found Antonio lacked standing as an “interested person” under the Probate Code and Hayes; the Fourth District affirmed on de novo review.
Issues
| Issue | Plaintiff's Argument (Antonio) | Defendant's Argument (Eusebio) | Held |
|---|---|---|---|
| Whether Antonio was an “interested person” entitled to notice and standing to object to petitions for guardian/attorney fees | Antonio argued he was an active participant, filed a Rule 5.060 request for copies, and would be affected by nearly $100,000 in fees — thus entitled to notice and to be heard | Eusebio argued notice is required to the ward and guardian under §744.108; an interested-person determination depends on the proceeding’s nature and those whose misconduct necessitated the proceedings should not be allowed to challenge fee petitions | Court held Antonio lacked standing as an “interested person” to contest fees tied to proceedings that arose from his alleged misconduct; affirming probate court’s denial of his motion to vacate fee orders |
| Whether the court should permit heirs who allegedly caused the guardianship to repeatedly contest fee petitions | Antonio contended he should at least get notice and opportunity to be heard, and the court can weigh his motive/bias | Eusebio asserted permitting such objections would allow endless challenges motivated by inheritance concerns and impede guardian counsel’s work for the ward | Court applied Hayes balancing: protect ward and permit careful scrutiny of fees while avoiding endless challenges; ruled in favor of limiting such participation by alleged wrongdoers |
Key Cases Cited
- Hayes v. Guardianship of Thompson, 952 So.2d 498 (Fla. 2006) (defines “interested person” contextually in guardianship; balances ward protection against permissive challenges to fee petitions)
- Bivins v. Rogers, 147 So.3d 549 (Fla. 4th DCA 2014) (standard of review for standing determinations in probate matters — de novo review)
- Rudolph v. Rosecan, 154 So.3d 381 (Fla. 4th DCA 2015) (next of kin status alone does not create interested-person standing)
