PATRICIA ASH v. IN RE: GUARDIANSHIP OF AARON ASH
21-0700
| Fla. Dist. Ct. App. | Dec 15, 2021Background:
- Aaron Ash, born 1972, is permanently physically and mentally disabled; his father Hyman was appointed plenary guardian in 1992.
- In Dec. 2019 Hyman told Aaron’s mother, Patricia, he wanted her to succeed him; Patricia filed a Verified Petition for Successor Guardian (Feb. 2020).
- Judge Colodny held a non-adversary hearing, authorized Patricia to obtain Aaron’s financial information and to secure a Miami‑Dade residence for Aaron, and required Patricia to complete transition steps before appointment.
- Patricia met with the bank, accounting staff, prepared a Transition Plan, and executed a Memorandum of Understanding with long‑time caregiver Nelson to continue Aaron’s care in Nelson’s home.
- After Colodny recused, Hyman reversed and objected before a successor judge, claiming he did not know Patricia intended to live separately from Aaron; the successor judge denied Patricia’s petition adopting Hyman’s proposed order.
- The appellate court reversed, concluding the probate court abused its discretion by allowing Hyman to change positions (equitable estoppel) and by failing to consider Aaron’s best interests.
Issues:
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Hyman is estopped from opposing Patricia’s appointment after his prior agreement | Patricia: Hyman previously agreed to the transition and conditioned it on steps she completed; she relied on that and court authorization | Hyman: He never knew Patricia would live separately; Patricia’s preparations were undertaken at her own risk | Court: Reversed — Hyman is estopped from reversing his prior position; trial court abused discretion |
| Whether the probate court properly considered the ward’s best interests | Patricia: Court failed to consider Aaron’s best interests despite evidence (Nelson’s long‑time caregiving, housing/accessibility issues, financial mismanagement) | Hyman/Trial court: Focused on his changed objection and found lack of detrimental reliance | Court: Reversed — probate court erred by not analyzing ward’s best interests; remand for further proceedings |
Key Cases Cited
- Carvell v. Kinsey, 87 So. 2d 577 (Fla. 1956) (admissions in pleadings accepted as facts)
- Federated Mut. Implement & Hardware Ins. Co. v. Griffin, 237 So. 2d 38 (Fla. 1st DCA 1970) (litigants may not take inconsistent positions)
- United Contractors, Inc. v. United Const. Corp., 187 So. 2d 695 (Fla. 2d DCA 1966) (equitable estoppel requires consistency and reliance)
- LPI/Key West Assocs., Ltd v. Beachcomber Jewelers, Inc., 77 So. 3d 852 (Fla. 3d DCA 2012) (pretrial stipulations binding)
- Hayes v. Guardianship of Thompson, 952 So. 2d 498 (Fla. 2006) (ward’s best interests are the polestar in guardianship)
- In re Guardianship of Stephens, 965 So. 2d 847 (Fla. 2d DCA 2007) (best‑interest standard in guardianships)
- Romano v. Olshen, 153 So. 3d 912 (Fla. 4th DCA 2014) (guardianship courts are courts of equity)
- Sun Bank & Trust Co. v. Jones, 645 So. 2d 1008 (Fla. 5th DCA 1994) (courts must scrupulously oversee affairs of incompetent persons)
