GARY WARLEN, TRUSTEE v. CATHERINE BADEAUX ( 2020 )


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  •        Third District Court of Appeal
    State of Florida
    Opinion filed November 12, 2020.
    Not final until disposition of timely filed motion for rehearing.
    ________________
    No. 3D19-2431
    Lower Tribunal Nos. 15-4749 & 18-5423
    ________________
    Gary Warlen, Trustee,
    Appellant,
    vs.
    Catherine Badeaux, et al.,
    Appellees.
    An Appeal from a non-final order from the Circuit Court for Miami-Dade
    County, Jorge E. Cueto, Judge.
    David B. Pakula, P.A., and David B. Pakula (Pembroke Pines); Law Office
    of Steven Friedman, and Steven Friedman (Pembroke Pines), for appellant.
    Billbrough & Marks, P.A., and Geoffrey B. Marks; Spiegelman Law, and
    Guy G. Spiegelman, for appellees.
    Before SCALES, LINDSEY and BOKOR, JJ.
    SCALES, J.
    Appellant Gary Warlen appeals a November 1, 2019 non-final order in a trust
    and guardianship dispute with appellee Catherine Badeaux. For the following
    reasons, we affirm.
    I.      Relevant Background
    Badeaux is the ward of a guardianship. Warlen is the trustee of a trust (the
    “Trust”) that granted a life estate in a house to Badeaux, the Trust’s main
    beneficiary. When the house fell into disrepair, Warlen sought to terminate
    Badeaux’s life estate in the house and to make the guardianship responsible for the
    house’s repairs.
    After conducting a two-day, evidentiary hearing, the trial court entered the
    November 1, 2019 non-final order that is the subject of this appeal. The trial court’s
    detailed, twelve-page order: (i) found that extensive repairs and mold remediation
    are required at the house; (ii) allocated the costs of the repairs between the Trust
    ($35,000) and the guardianship ($15,000); and (iii) required Warlen to make the
    repairs identified in the order. Specifically, this order “direct[s] . . . Warlen . . . to
    immediately retain a licensed, mold remediation company and to remove all from
    the residence” at Warlen’s sole expense. The order further directs Warlen to make
    other repairs to the residence that are identified in an inspection report. Regarding
    the life estate termination issue, the November 1, 2019 order ratified and elaborated
    upon an earlier order that dismissed Warlen’s effort to terminate the life estate. The
    2
    order also made the related factual finding that Badeaux, who relocated temporarily
    to an assisted living facility, lacked resources to continue to reside in the assisted
    living facility and “needs to return to her homestead and life estate in the subject
    residence, which is more affordable” than the assisted living facility.
    Warlen moved for rehearing. On November 21, 2020, the trial court entered
    an unelaborated order denying Warlen’s rehearing motion. This appeal timely
    ensued. We affirm. 1
    II. Analysis
    A. Termination of Life Estate
    Our initial consideration is whether we have jurisdiction to review that portion
    of the trial court’s November 1, 2020 non-final order that denies Warlen’s motion
    to terminate Badeaux’s life estate. Warlen argues that we have jurisdiction under
    Florida Rule of Appellate Procedure 9.130(a)(3)(C)(ii) because the order determines
    “the right to immediate possession of property.” We agree. Had the trial court
    1
    Warlen also filed with the lower court a motion seeking an order appointing a
    receiver to manage the subject property. As part of this appeal, Warlen seeks
    appellate review of what Warlen characterizes as the trial court’s denial of this
    motion. While we would normally have jurisdiction to review a non-final order
    denying a motion to appoint a receiver, see Fla. R. App. P. 9.130(a)(3)(D), our
    review of the record indicates that the trial court has not entered a written order on
    Warlen’s motion to appoint a receiver. We, therefore, dismiss Warlen’s appeal of
    the receivership issue, without prejudice to Warlen timely appealing a properly
    rendered written order that adjudicates the motion. See Slizyk v. Smilack, 
    901 So. 2d 999
    , 1000 (Fla. 4th DCA 2005).
    3
    terminated Badeaux’s life estate, the Trust would have assumed immediate
    possession of the house, particularly because Badeaux had moved to an assisted
    living facility.
    On the merits, we conclude that Warlen has not met his significant burden to
    establish that no reasonable trial judge would have left the life estate intact.
    Canakaris v. Canakaris, 382 So 2d 1197, 1203 (Fla. 1980). The trial court’s
    November 1, 2019 order contemplates Badeaux’s return home from an assisted
    living facility once the repairs are performed. The trial court assigned to the
    guardianship $15,000 for the cost of those repairs. The trial court’s declining to
    terminate the life estate was compatible with these findings. We discern no abuse of
    discretion.
    B. Allocation of Repair Costs
    Again, our initial consideration is whether we have jurisdiction to review this
    portion of the trial court’s November 1, 2019 non-final order. The order requires
    Warlen to “immediately retain a licensed, mold remediation company and to remove
    all mold from the residence . . . .” The order also requires Warlen to make
    approximately $35,000 in repairs to the house. This portion of the order is injunctive
    in nature; therefore, we have jurisdiction to review it.       See Fla. R. App. P.
    9.130(a)(3)(B); People’s Tr. Ins. Co. v. Bravo, 
    300 So. 3d 314
    , 315 (Fla. 3d DCA
    2020).
    4
    On the merits, Warlen argues that the allocation of repair costs between the
    Trust and the guardianship is inequitable because Badeaux’s allowing the house to
    fall into disrepair distorts the Trust’s financial responsibility toward the house. Our
    review, though, is not based upon whether we agree or disagree with the trial court’s
    conclusions, but whether those conclusions are supported by competent, substantial
    evidence. Underwater Eng’g Servs., Inc. v. Util. Bd. of City of Key West, 
    194 So. 3d 437
    , 444 (Fla. 3d DCA 2016). The trial court conducted an evidentiary hearing
    over the course of two days. The resulting order contains specific findings, supported
    by the record, that delineate: (i) the necessary, outstanding repairs to the house; (ii)
    the cost of each of those repairs; and (iii) the repairs for which the Trust is
    responsible. Further, competent, substantial evidence supported the conclusion that
    the Trust bore both a greater responsibility for the outstanding repairs and full
    responsibility for the mold remediation. See Coconut Grove Acquisition, LLC v. S
    & C Venture, 
    240 So. 3d 92
    , 95 (Fla. 3d DCA 2018) (“The trial court’s finding is
    supported by competent substantial evidence, and thus, we will not second guess the
    trial court on appeal.”).
    We therefore affirm the trial court’s allocation of repair costs and the related
    injunctive portion of the order because the trial court’s findings and conclusions are
    supported by competent, substantial evidence.
    5
    III. Conclusion
    To the extent that Warlen has sought review related to his motion to appoint
    a receiver, we dismiss the appeal, without prejudice to Warlen seeking timely review
    of a properly rendered written order on the motion. We otherwise affirm the trial
    court’s November 1, 2019 non-final order and its November 21, 2019 order denying
    Warlen’s rehearing motion.
    Affirmed in part; dismissed in part without prejudice.
    6
    

Document Info

Docket Number: 19-2431

Filed Date: 11/12/2020

Precedential Status: Precedential

Modified Date: 11/12/2020