Estate of Gory, In re, 90-2318

Decision Date12 December 1990
Docket NumberNo. 90-2318,90-2318
Parties15 Fla. L. Weekly D2987 In re ESTATE OF Frank A. GORY, Sr., Deceased.
CourtFlorida District Court of Appeals

Young, Stern & Tannenbaum, P.A., North Miami Beach, and Larry Klein of Klein & Walsh, P.A., West Palm Beach, for petitioner-Mary Lou Gory, personal representative.

Lawrence R. Metsch of Lawrence R. Metsch, P.A., Miami, for respondents-Frank A. Gory, Jr., Individually and as Guardian of Jennifer Gory, a minor, Lisa Ann Gory, Tammy Lynn Gory Wallace, Donald A. Gory, Individually and as Guardian of Nicholas Gory, a minor, Agnes Faye Gory, and Faye Averine Gory Dubler, beneficiaries.

HERSEY, Chief Judge.

Mary Lou Gory, widow of the decedent, has filed a petition for writ of certiorari in her capacity as personal representative of the estate of Frank A. Gory, Sr. The order of which petitioner complains disqualified the law firm of Young, Stern & Tannenbaum, P.A., from representing her at a hearing to determine the reasonableness of her compensation as personal representative. Another order entered at the same time prohibited the payment of administrative expenses of the estate pending further order of the court. Adverse parties include the decedent's former wife and her children and grandchildren, hereinafter referred to as the Gory family beneficiaries.

Petitioner retained the law firm to represent her in the administration of this estate which is valued in excess of eight million dollars. She retained other counsel with respect to certain personal claims she has against the estate.

The Gory family beneficiaries filed a petition for judicial review of compensation contending that the personal representative had excessively compensated herself in the amount of $305,000. They contend that she possesses no qualifications for employment as personal representative and in fact has employed lawyers, accountants, investment advisors and others to do her work, at great expense to the estate.

A hearing was set on this petition but before the hearing the Gory family beneficiaries filed a motion to disqualify the Young firm from representing the personal representative at the compensation hearing. The grounds for the motion were that: (1) the law firm owed a fiduciary duty to both the personal representative and the beneficiaries of the estate to ensure that excessive compensation was not paid from the assets of the estate, and (2) the Gory family members intended to call members of the firm as witnesses at the compensation hearing. The trial court granted the motion.

Disqualification of a party's chosen counsel is an extraordinary remedy and should be resorted to sparingly, see General Accident Ins. Co. v. Borg-Warner Acceptance Corp., 483 So.2d 505 (Fla. 4th DCA 1986), and certiorari will lie to quash an order which improperly disqualifies counsel. Ocean Club Condo Ass'n v. Estate of Daly, 504 So.2d 1377 (Fla. 4th DCA 1987); Laura McCarthy, Inc. v. Merrill-Lynch Realty/Cousins, Inc., 516 So.2d 23 (Fla. 3d DCA 1987); Beth S. v. Grant Associates, Inc., 426 So.2d 1008 (Fla. 3d DCA 1983). The rationale for review by certiorari in such cases is that a litigant improperly deprived of the lawyer of his choice is irreparably harmed. It is true that none of these cases arose in a probate setting, but we see no logical reason to treat this as a meaningful...

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16 cases
  • In re Wyatt
    • United States
    • New Hampshire Supreme Court
    • September 18, 2009
    ...§ 2.7, at 2–11, this does not create a direct attorney-client relationship with the beneficiary, cf., e.g., In re Estate of Gory, 570 So.2d 1381, 1383 (Fla.Dist.Ct.App.1990), and does not address competing loyalties where a lawyer represents both fiduciary and beneficiary. See 3 R. Mallen &......
  • In re Wyatt's Case
    • United States
    • New Hampshire Supreme Court
    • September 18, 2009
    ...§ 2.7, at 2-11, this does not create a direct attorney-client relationship with the beneficiary, cf., e.g., In re Estate of Gory, 570 So.2d 1381, 1383 (Fla.Dist.Ct.App.1990), and does not address competing loyalties where a lawyer represents both fiduciary and beneficiary. See 3 R. Mallen &......
  • First Union Nat. Bank of Fla. v. Whitener, 97-2630
    • United States
    • Florida District Court of Appeals
    • June 12, 1998
    ...Co., N.A. v. Compson, 629 So.2d 849 (Fla. 2d DCA 1993); Paskoski v. Johnson, 626 So.2d 338 (Fla. 4th DCA 1993); In re Estate of Gory, 570 So.2d 1381 (Fla. 4th DCA 1990). Factual questions in these types of cases are never easily resolved. Although it seems fairly clear that the trustee hire......
  • Allstate Ins. Co. v. English, 91-02620
    • United States
    • Florida District Court of Appeals
    • October 30, 1991
    ...witness on behalf of his ... client" on a contested matter. Fla.Bar Code Prof.Resp., 4-3.7(a) (emphasis added); In re Estate of Gory, 570 So.2d 1381 (Fla. 4th DCA 1990). On the contrary, Mr. Butler represented to the trial court that he would not be testifying on behalf of Allstate, and it ......
  • Request a trial to view additional results
4 books & journal articles
  • 1-3 First Predicate: Attorney's Employment
    • United States
    • Full Court Press Florida Legal Malpractice Law Title Chapter 1 Basics
    • Invalid date
    ...345 F. App'x 415, 418 (11th Cir. 2009); Bain v. McIntosh, 597 F. App'x 623 (11th Cir. 2015) (distinguishing In re Estate of Gory, 570 So. 2d 1381 (Fla. 4th Dist. Ct. App. 1990), and McCormick v. Cox, 118 So. 3d 980 (Fla. 3d Dist. Ct. App. 2013)); Pelletier v. Estes Groves, Inc., 2018 WL 420......
  • 6-2 Applicability
    • United States
    • Full Court Press Florida Legal Malpractice Law Title Chapter 6 Attorney-Client Privilege
    • Invalid date
    ...duty to the beneficiaries. The trustee and the lawyer were the same person. Id. at 982. The Walthers' citation to In re Estate of Gory, 570 So.2d 1381 (Fla. 4th DCA 1990), is similarly unconvincing. The court in Gory said, "We have no quarrel with the view that counsel for the personal repr......
  • The fiduciary's lawyer-client privilege: does it protect communications from discovery by a beneficiary?
    • United States
    • Florida Bar Journal Vol. 77 No. 3, March 2003
    • March 1, 2003
    ...and a trust beneficiary." The court's opinion is brief and does not provide much insight, except that it cites to In re Estate of Gory, 570 So. 2d 1381 (Fla. 4th DCA 1990), in which the court examined the nature of the relationship between a personal representative's lawyer and beneficiarie......
  • Joint representation of spouses in estate planning: the saga of Advisory Opinion 95-4.
    • United States
    • Florida Bar Journal Vol. 72 No. 3, March 1998
    • March 1, 1998
    ...than the estate or the beneficiaries."); Barnett Banks Trust Co., N.A.v. Compson, 629 So. 2d 849 (Fla. 2d D.C.A. 1993); Estate of Gory, 570 So. 2d 1381 (Fla. 4th D.C.A. 1990); but see Fla. Atty. Gen. Op. (3) Minutes of Oct. 20, 1995, Meeting of the Executive Council of the Real Property, Pr......

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