In the Matter of the Estate of John J. Mooney ( 2024 )

NOT FOR PUBLICATION WITHOUT THE
APPROVAL OF THE APPELLATE DIVISION
This opinion shall not "constitute precedent or be binding upon any court ." Although it is posted on the
internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.
SUPERIOR COURT OF NEW JERSEY
APPELLATE DIVISION
DOCKET NOS. A-1576-22
A-1577-22
IN THE MATTER OF THE
ESTATE OF JOHN J.
MOONEY, deceased.
CLAIRE J. MOONEY, by and
through her guardian, JOHN
A. CONTE, Jr.,
Plaintiff-Respondent,
v.
ELIZABETH CONVERY,
Defendant-Respondent.
MARY STACHOWIAK,
Appellant.
Submitted October 23, 2024 – Decided November 13, 2024
Before Judges Mayer and DeAlmeida.
On appeal from the Superior Court of New Jersey,
Chancery Division, Bergen County, Docket Nos. P-
000407-20 and C-000178-20.
Hellring Lindeman Goldstein & Siegal LLP, attorneys
for appellant Mary Stachowiak (Sheryl E. Koomer
and Corrine B. Maloney, on the briefs).
Meyerson, Fox & Conte, PA, attorneys for respondent
John A. Conte, Jr. (Erik Topp, on the briefs).
Helen C. Dodick, Acting Public Guardian, attorneys
for respondent John D. Mooney, Office of the Public
Guardian (Jonathan A. Pfoutz, on the statements in
lieu of brief).
PER CURIAM
In these appeals, calendared back-to-back and consolidated for
purposes of this opinion, appellant Mary Stachowiak appeals from an October
28, 2022 order awarding legal fees and costs incurred in obtaining a July 8,
2022 judgment in favor of Claire J. Mooney, individually and as beneficiary
of the Estate of John J. Mooney (Estate), against Elizabeth Convery.1 In the
October 28, 2022 order, the judge awarded the sum of $221,255.65,
representing legal fees and costs for services provided by the law firm of
Hellring Lindeman Goldstein & Siegal, LLP (Hellring firm), and the sum of
1
Because several individuals share the same last name, we refer to them by
their first names. No disrespect is intended.
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2
$46,479.50, representing accounting fees and costs for services provided by
Wiss & Company (Wiss) in representing Mary. However, the October 28,
2022 order directed the payment of the awarded fees and costs after
Elizabeth's payment of the full judgment amount in favor of Claire and the
Estate rather than from a fund in court per Rule 4:42-9(a)(2). Mary also
appeals from a December 16, 2022 order denying her motion for
reconsideration of the October 28, 2022 order.2
For the reasons that follow, we reverse and remand the portion of the
October 28, 2022 order requiring payment of Mary's legal fees, accountant's
fees, and costs to be paid by Elizabeth rather than a fund in court under Rule
4:42-9(a)(2). However, we affirm the amount of the ordered fees and costs
for work done by the Hellring firm and Wiss. Based on our decision reversing
and remanding a portion of the October 28, 2022 order, we reverse the
December 16, 2022 order denying reconsideration.
2
Mary also purports to appeal from a footnote in the judge's written decision
issued with the July 8, 2022 order declining to reinstate her as the Estate's
executrix. The removal of Mary and Elizabeth as co-executrixes for the Estate
was the subject of a December 4, 2020 order. The December 4, 2020 order
appointed David M. Repetto, Esquire to serve as the temporary administrator of
the Estate and temporary trustee of a trust created for Claire's benefit. Repetto
served in those capacities throughout the litigations.
A-1576-22
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We recite the facts from the trial before the probate court judge. John
J. Mooney (decedent) 3 and Claire J. Mooney (collectively, the Mooneys) were
married and had five children who survived into adulthood.4
Decedent's will named Elizabeth and Mary as co-executrixes of the
Estate. Decedent's will also designated Elizabeth and Mary as co-trustees of
a testamentary trust (Trust) created for Claire's benefit. The Mooneys also
granted powers of attorney to Elizabeth and Mary.
Because she suspected Elizabeth improperly withdrew funds belonging
to the Estate and Claire, Mary filed two separate actions: a probate action on
behalf of the Estate, Docket No. P-407-20, and a chancery action on behalf
of Claire, Docket No. C-178-20. Mary filed a verified complaint and an order
to show cause (OTSC) in each action. The matters were not consolidated.
However, the same judge handled both actions and presided over the eventual
bench trial.
3
John J. Mooney died on June 16, 2020. A few months prior to his death,
decedent was adjudicated an incapacitated person and Elizabeth was appointed
as his legal guardian.
4
The children are Mary, Elizabeth, Johnny, Kathleen, and Noreen. Johnny was
adjudicated an incapacitated person. Noreen passed away in September 2021.
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On October 7, 2020, the judge entered an order appointing respondent
John A. Conte, Jr., Esquire as Claire's guardian ad litem and Daniel J.
Jurkovic, Esquire as Johnny's guardian ad litem.
Just before Thanksgiving 2020, Elizabeth filed responsive pleadings in
both actions. The Bergen County Surrogate's Office (Surrogate's Office)
ordered Mary serve the complaints, OTSC, and responsive pleadings by
regular and certified mail on all interested parties, including the Mooneys'
grandchildren. As a result, Mary's counsel bore the significant costs
associated with photocopying and mailing fifty sets of pleadings.5
Due to the extended Thanksgiving holiday weekend, the Hellring firm
lacked office staff to photocopy fifty sets of voluminous pleadings. To meet
the deadline imposed by the Surrogate's Office, the Hellring firm engaged an
outside company to duplicate the pleadings. The cost of photocopying was
$3,846.32. The cost of mailing the pleadings to all interested parties was
$595.55.
In a December 4, 2020 order, the judge revoked the powers of attorney
that allowed Mary or Elizabeth to make decisions on Claire's behalf. As of
December 4, the judge ordered Conte to make all healthcare decisions for
5
Each set of the pleadings contained 6,353 pages.
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Claire. He also ordered Repetto to act as the Estate's administrator and trustee
of the Trust.
Around the time of the litigations, Claire, age eighty-six, suffered from
dementia. Before trial, Conte filed a guardianship action to have Claire
adjudicated as an incapacitated person and designate him as the guardian of
Claire's person and property. The judge granted Conte's guardianship
application on February 26, 2021. Additionally, between December 2020 and
April 2021, with Conte's approval, Mary advanced $18,638.01 of her own
money to pay some of her mother's expenses because Conte was unable to
access Claire's funds.
The judge conducted a three-day bench trial. At trial, Lawrence
Chodor, an accounting expert with Wiss, testified regarding the Mooneys'
financial accounts. Chodor explained how Elizabeth improperly accessed her
parents' accounts to make cash withdrawals, write checks to herself and her
family members, and pay her personal bills and expenses. Chodor also
discussed credit card payments, Amazon purchases, automobile expenses,
mortgage payments, and other fees paid by the Mooneys on behalf of
Elizabeth and her family.
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Relying on Chodor's testimony, the judge found Elizabeth improperly
exercised undue influence over her parents, resulting in Elizabeth taking
$684,578.02 of her parents' money for herself and her family. Consequently,
the judge entered a July 8, 2022 judgment in favor of Claire and the Estate
and against Elizabeth in that amount. In a July 8, 2022 written statement of
reasons, the judge explained it was not "in the best interest of [Claire]" to
reinstate Mary as the Estate's executrix or trustee of the Trust. The judge
noted Repetto "acted appropriately throughout [the litigations] and there
[was] no reason to cause further disagreement between and among the
Mooney family members." Nothing in the July 8, 2022 judgment altered
Repetto's continued representation of the Estate and Trust.
The judge advised that a determination regarding the payment of fees
and costs incurred in the litigations would be addressed after the parties filed
supplemental information. However, he expressed "concern[] about the
impact of any such [fee] award on the amounts available for the future care
of [Claire]." Due to this concern, the judge requested input on the fee issue
from all parties, including Conte and Repetto. He also stated he would
"advise if oral argument [would] be held."
A-1576-22
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A few weeks after entry of the July 8, 2022 judgment, the Hellring firm
submitted a certification of services seeking fees and costs associated with
lawsuits filed for the benefit of the Estate and Claire. Sheryl E. Koomer,
Esquire of the Hellring firm requested reimbursement for 273.30 hours of
legal work at an hourly rate of $460. Corinne B. Maloney, Esquire of the
Hellring firm requested reimbursement for 239.45 hours of legal work at an
hourly rate of $425 per hour. In total, the Hellring firm requested
$227,484.25, representing legal fees incurred from July 15, 2020 through May
18, 2022. The Hellring firm also requested costs for the same time period in
the amount of $15,348.27. Additionally, Mary sought reimbursement for
accountant services provided by Wiss, specifically Chodor's fees and costs
associated with the litigations, in the amount of $46,479.50.
Elizabeth and Jurkovic opposed Mary's application for fees and costs.
Conte and Repetto did not file opposition.
On August 2, 2022, prior to the judge's disposition of Mary's motion for
fees and costs, Elizabeth's attorney informed Conte that Elizabeth lacked
funds to pay the judgment amount. Jurkovic, on Johnny's behalf, sent a letter
to the judge advising "it appear[ed] there [would] be no recovery of actual
funds under the judgment." Under the circumstances, Jurkovic suggested the
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judge not order Mary's fees and costs be paid from a fund in court as allowed
under Rule 4:42-9(a)(2).
On October 28, 2022, without conducting oral argument, the judge
determined Mary was entitled to recover fees and costs, but the fees and costs
should be paid by Elizabeth and not the Estate. The judge issued an October
28, 2022 written statement of reasons in support of his awarded fees and costs.
In an October 28, 2022 order, the judge awarded the Hellring firm a total of
$221,255.65, including legal fees and costs, and $46,479.50 in expert
accounting fees to Wiss.
Mary filed a motion for reconsideration. In support of her motion, Mary
certified that her parents wanted Claire to remain in her own home and be
cared for if Claire was unable to care for herself. Further, Mary certified she
would take all action necessary to ensure her mother remained in her own
home with appropriate care. She also requested oral argument on the
reconsideration motion. The judge did not conduct oral argument.
While the judge concluded Mary successfully created a fund in court as
a result of prevailing in the litigations, he declined to award fees payable from
the fund in court under Rule 4:49-2(a)(2). The judge explained that depletion
of the fund in court by payment of Mary's awarded fees and costs might
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impact the ability to pay for Claire's future care. The judge stated the Estate
was required to be fully reimbursed by Elizabeth before Mary collected any
awarded fees and costs. In a December 16, 2022 order, the judge denied
Mary's reconsideration motion.
On appeal, Mary challenges the October 28, 2022 order requiring the
payment of her fees and costs only after the Estate and Claire received
payment of the awarded judgment, in full, from Elizabeth. She also appeals
from the judge deciding her fee and cost application and reconsideration
motion without conducting oral argument. Additionally, Mary challenges the
denial of her request to be reappointed as the Estate's executrix and trustee of
the Trust.
We first consider Mary's argument that the judge erred in deciding she
could not collect the awarded fees and costs from a fund in court until the
entire judgment was recovered by Claire and the Estate. We agree.
Because he was concerned that payment of Mary's awarded fees and
costs might result in "potentially depriving resources from [the] Estate for
[Claire]'s care and maintenance," the judge ordered all funds toward the
judgment to be paid to the Estate first, and only after the recovery of the full
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amount of the judgment, plus interest, should any fees and costs be paid to
Mary.
In his statement of reasons denying reconsideration, the judge stated:
The argument that [Mary] should be allowed to
collect legal fees from [Elizabeth] before [Claire] and
the Estate are made whole . . . is contrary to [Mary's]
professed intent to protect [Claire]. Collection of the
Judgment will make [Claire] whole. It is unseemly
and unnecessary that [Mary] compete with [Claire] to
collect potential limited monies from [Elizabeth]. As
such, the court, as a matter of equity, concludes that
the Judgment in favor of [Claire] and the Estate be
paid first. If [Mary] collects any funds from
[Elizabeth] prior to full payment of the Judgment,
such funds are to be used to care for [Claire]. There
will be more than sufficient time for [Mary] to collect
the legal fees and costs from [Elizabeth] after the
Judgment is fully paid by [Elizabeth].
New Jersey courts follow the American Rule, requiring all parties pay
their own counsel fees. However, there are a few exceptions to this rule,
including recovery of counsel fees and costs associated with probate actions.
In re Farnkopf, 363 N.J. Super. 382, 395 (App. Div. 2003). Rule 4:42-9(a)(2)
permits the court, in its discretion, to award counsel fees in probate actions
to be paid out of a fund in court. When an executor or trustee commits the
"pernicious tort" of undue influence, reasonable counsel fees and costs should
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be awarded to the prevailing party. In re Niles Trust, 176 N.J. 282, 296-300
(2003).
"[F]ee determinations by trial courts will be disturbed only on the rarest
of occasions, and then only because of a clear abuse of discretion." Packard-
Bamberger & Co. v. Collier, 167 N.J. 427, 444 (2001) (quoting Rendine v.
Pantzer, 141 N.J. 292, 317 (1995)). Substantial deference is accorded a trial
court's fee award in a probate action. See In re Prob. of Alleged Will of
Hughes, 244 N.J. Super. 322, 328 (App. Div. 1990). In awarding fees, the
court has "broad discretion," but not "unbridled discretion." In re Clark, 212
N.J. Super. 408, 416 (Ch. Div. 1986).
Mary contends it was inequitable for the judge to conclude she could
not recover any awarded fees and costs until Elizabeth fully paid the judgment
in favor of Claire and the Estate. Mary further asserts there is no case law
supporting the judge's decision.
According to Mary, the judge's decision required her to pursue
Elizabeth, at Mary's sole expense, before she could hope to collect the
awarded fees and costs. Mary argues the judge cited the potential financial
impact on the availability of funds to pay for Claire's future care in declining
to order payment of Mary's fees and costs from a fund in court . Mary claims
A-1576-22
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the judge disregarded her certification stating she would take all necessary
action to ensure Claire would be cared for in her own home as her parents
wished. Further, Mary asserts the judge overlooked the fact that Mary
advanced her own personal money to pay Claire's expenses when Conte was
unable to gain access to Claire's funds.
Based on our review of the record, we are satisfied the judge abused his
discretion in declining to allow Mary to collect the awarded fees and costs
until after the Estate and Claire were made whole. Nothing in the record
substantiated a potential impact on Claire's future care if Mary's awarded fees
and costs were paid from a fund in court. Nor is there any evidence in the
record reflecting the amount of money presently held by the Estate and the
Trust. Additionally, the record is devoid of any findings regarding the annual
costs associated with Claire's future care.
Here, there is no evidence in the record supporting the judge's concern
that the payment of fees and costs awarded to Mary from a fund in court might
negatively impact the ability to pay for Claire's future care. Consequently,
we remand to the trial court to render fact findings relevant to the resources
available for Claire's future care, including but not limited to the following
issues: the amount of the funds presently held by the Estate and the Trust; the
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annual cost of Claire's future care; and whether the payment of Mary's
awarded fees and costs from a fund in court would negatively impact Claire's
future care.
We next consider Mary's argument that the judge abused his discretion
in declining payment of her awarded fees and costs from a fund in court.
Rule 4:42-9(a)(2) permits fees in probate matters to be paid out of a
fund in court. A fund in court applies "when it would be unfair to saddle the
full
cost . . . upon the litigant for the reason that the litigant is doing more than
merely advancing his own interests." Henderson v. Camden Cnty. Mun. Util.
Auth., 176 N.J. 554, 564 (2003) (quoting Sunset Beach Amusement Corp. v.
Belk, 33 N.J. 162, 168 (1960)). "[W]hen litigants through court intercession
create, protect or increase a fund for the benefit of a class of which they are
members, in good conscience the cost of the proceedings should be visite d in
proper proportion upon all such assets." Sarner v. Sarner, 38 N.J. 463, 469
(1962). "The term 'fund in court' is one of art." Id. at 467. A fund in court
applies where a party's "actions have created, preserved or increased property
to the benefit of a class of which he [or she] is a member." Ibid.As we stated in Porreca v. City of Millville:
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We view Rule 4:42-9(a)(2) as encompassing, in
essence, a two-step process. First, the court must
determine as a matter of law whether plaintiff is
entitled to seek an attorney fee award under the fund
in court exception as articulated in Henderson. If the
court determines plaintiff has met the threshold, it
then has the "discretion" to award the amount, if any,
it concludes is a reasonable fee under the totality of
the facts of the case. See R. 4:42-9(a)(2) (stating that
a "court in its discretion may make an allowance out
of such a fund . . .").
[419 N.J. Super. 212, 227-28 (App. Div. 2011).]
Here, the judge determined Mary satisfied Henderson because she
litigated the matters for the benefit of all beneficiaries of the Estate, including
Claire. The judge found Mary litigated the probate and chancery actions to
recoup assets wrongfully taken by Elizabeth from the Estate and Claire and
to protect against Elizabeth's continued depletion of the remaining assets held
by the Estate and the Trust.
Because Mary met her burden under Henderson, the judge was required
to perform the analysis set forth in Porreca. His discretion was limited to an
award, if any, of fees and costs that he concluded were reasonable. The judge
did not have the discretion to direct payment of the judgment in full before
Mary could recover her fees and costs absent evidence that payment of the
awarded fees and costs impacted Claire's future care.
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We next consider Mary's argument that the judge abused his discretion
in reducing the amount of the fees and costs awarded. We disagree except as
to overlooking the fees requested for the Hellring firm's deposition-related
services on August 3, 2021 and denying reimbursement of photocopying and
mailing costs incurred when Mary served the initial pleadings on all interested
parties as directed by the Surrogate's Office.
The parties submitted documentation and certifications in support of ,
and in opposition to, the requested fees and costs. The judge undertook a
thorough analysis of the certifications provided by the Hellring firm. The
judge concluded the hourly rates requested by the Hellring firm attorneys
were reasonable. However, as part of his detailed analysis, the judge found
many of the billings for legal services were duplicative, excessive, or
involved administrative matters. The judge noted more than one attorney
frequently performed the same or similar tasks. He also found attorneys took
a longer than reasonable amount of time to complete certain tasks.
Based on his comprehensive review, the judge determined the duplicate,
excessive, and unnecessary administrative billings totaled $63,614.50, or
approximately twenty-eight percent of the total requested counsel fee amount.
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Thus, the judge reduced fees requested by the Hellring firm by $63,614.50 to
arrive at a fee award of $163,869.75.
Additionally, the judge disallowed certain requested costs, including
$595.55 for postage and $3,846.32 for photocopies. The judge found the
Hellring firm failed to provide sufficient support for these costs. As a result,
the judge reduced the amount of costs awarded by $4,441.87, or
approximately twenty-nine percent, to $10,906.40.
Regarding the fees and costs for the services provided by Wiss, the
judge allowed the entire amount requested because Chodor's testimony was
pivotal to the judge's finding Elizabeth improperly depleted the Estate . He
awarded Mary $46,479.50 as reimbursement for Chodor's fees associated with
his accounting testimony in the litigations.
The factors to be considered by a court in awarding attorney's fees are
discussed in Rendine v. Pantzer, 141 N.J. at 334-35. Among the factors in
awarding attorney's fees is the amount of the lodestar, which is the appropriate
hourly fee multiplied by the number of hours reasonably expended. Ibid.Hours that are "excessive, redundant, or otherwise unnecessary" are to be
excluded. Id. at 335.
As the Court stated in Rendine:
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[T]he trial court's determination of the lodestar
amount is the most significant element in the award
of a reasonable fee because that function requires the
trial court to evaluate carefully and critically the
aggregate hours and specific hourly rates advanced by
counsel for the prevailing party to support the fee
application. Trial court[]s should not accept
passively the submissions of counsel to support the
lodestar amount:
Compiling raw totals of hours spent,
however, does not complete the inquiry.
It does not follow that the amount of time
actually expended is the amount of time
reasonably expended. In the private
sector, "billing judgment" is an important
component in fee setting. It is no less
important here. Hours that are not
properly billed to one's client also are not
properly billed to one's adversary
pursuant to statutory authority. Thus, no
compensation is due for nonproductive
time. For example, where three attorneys
are present at a hearing when one would
suffice, compensation should be denied
for the excess time.
[Copeland v. Marshall, 641 F.2d 880,
891 (D.C. Cir. 1980).]
[Ibid. (citation reformatted).]
Rule of Professional Conduct (RPC) 1.5(a)(1)-(4) provides the
following additional factors to be considered in determining the
reasonableness of an attorney fee: the time and labor required; the novelty
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and difficulty of the questions involved; the skill requisite to perform the legal
service properly; whether acceptance of the employment precluded other
employment by the lawyer; the fee customarily charged in the locality for
similar legal services; and the amount involved and the results obtained.
We discern no abuse of the judge's discretion in determining the
Hellring firm unnecessarily assigned multiple attorneys to complete various
legal tasks. Although the judge allowed billing by more than one Hellring
firm attorney for some tasks, we are satisfied the judge properly exercised his
discretion in determining certain tasks required only one attorney.
Nor did the judge abuse his discretion in concluding certain billing
entries from the Hellring firm were excessive, duplicative, or administrative.
The judge rendered detailed findings in support of his reduction of fees
requested by the Hellring firm. Because we discern no manifest abuse of
discretion in the judge's reductions in the hours expended by various
individuals at the Hellring firm as duplicative, excessive, or administrative,
we decline to disturb the amount of the awarded fees.
However, based on our review of the record, it appears the judge
overlooked time billed by the Hellring firm for preparing for and taking a
deposition on August 3, 2021. According to the record, an attorney with the
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Hellring firm attended a deposition lasting more than five hours on that date.
However, the judge did not award any fees associated with this deposition.
Thus, we remand the issue for the judge to address the omission.
Mary also challenges the judge's rejection of her request to recover
certain photocopying and mailing expenses. The Surrogate's Office required
Mary serve the substantial pretrial submissions on all interested parties by a
specific date. That date coincided with the extended Thanksgiving holiday
weekend. Because the Hellring firm lacked staff to photocopy and prepare
the voluminous submissions that weekend, counsel incurred significant
photocopying and mailing charges to meet the deadline.
The judge requested Mary provide a detailed billing invoice associated
with the photocopy and postage charges, and she did so. The judge found the
Hellring firm failed to provide sufficient support for those expenses.
On her motion for reconsideration, Mary provided receipts related to
the photocopy and postage charges. However, the judge overlooked these
costs in his statement of reasons on reconsideration.
Rule 4:42-8 permits reasonable costs to be awarded to prevailing
parties. Because the Surrogate's Office specified a date for mailing the
pretrial submissions to all interested parties, which coincided with the long
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holiday weekend, we are satisfied the costs associated with the photocopies
and postage were reasonable and the judge abused his discretion by failing to
reimburse these costs.
In summary, we affirm the judge's rejection of certain costs and fees
associated with the Hellring firm's legal services as duplicative, excessive, or
administrative. However, on the issue of fees associated with the Hellring
firm attending a five-hour deposition on August 3, 2021, we remand the issue
for the judge to award reasonable fees associated with this task. Additionally,
regarding the costs associated with the photocopying and mailing of pretrial
submissions to all interested parties as ordered by the Surrogate's Office, we
reverse the judge's denial of reimbursement for those expenses.
Because we are remanding the issue of whether Mary may be paid out
of a fund in court, we direct the judge to correct the omission regarding
reimbursement for fees associated with the deposition on August 3, 2021 and
disallowing recovery of costs associated with photocopying and mailing the
pretrial submissions to all interested parties.
We next address Mary's argument that the judge abused his discretion
in declining to conduct oral argument on the original fee application and her
motion for reconsideration. Under Rules 1:6-2(d) and 5:5-4(a)(1), oral
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argument should be granted unless the matter involves pretrial discovery or
is directly addressed to the calendar. Oral argument should be granted when
"significant substantive issues are raised and argument is requested."
Palombi v. Palombi, 414 N.J. Super. 274, 285 (App. Div. 2010) (quoting
Mackowski v. Mackowski, 317 N.J. Super. 8, 14 (App. Div. 1998)). Denial
of oral argument when a motion presents a substantive issue "deprives
litigants of an opportunity to present their case fully to a court." Ibid.(quoting Mackowski, 317 N.J. Super. at 14).
Mary contends she was entitled to oral argument on her application.
While there is no evidence in the record that Mary requested oral argument
on her initial request for fees and costs, Mary requested oral argument on her
reconsideration motion. The judge never articulated reasons for denying
Mary's request for oral argument on the reconsideration motion.
Additionally, if the judge had granted oral argument, Mary would have had
an opportunity to address the judge's concerns.
We next address Mary's argument that the judge erred in declining to
reinstate her as the Estate's executrix and trustee of the Trust. First, neither
the July 8, 2022 judgment nor the October 28, 2022 order referred to a request
by Mary to be reinstated in these fiduciary roles. Rather, in a footnote to his
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written statement of reasons in support of the July 8, 2022 judgment, the judge
found it was not in Claire's best interest to reinstate Mary as executrix of the
Estate or trustee of the Trust to avoid "further disagreement between and
among the Mooney family members."
We review orders on appeal, not a judge's legal reasoning. El-Sioufi v.
St. Peter's Univ. Hosp., 382 N.J. Super. 145, 169 (App. Div. 2005). Nothing
in the July 8, 2022 judgment or the October 28, 2022 order addressed Mary's
request to be reinstated to her prior fiduciary positions. Thus, we decline to
address the issue.
However, even if we considered Mary's argument on this issue, a
judicial decision against reinstating her as the Estate's executrix or the Trust's
trustee would not amount to an abuse of discretion. When the judge awarded
fees and costs in his October 28, 2022 order, Mary became a creditor of the
Estate. However, Mary was also a beneficiary of the Estate. Because of
Mary's dual roles—creditor and beneficiary—her interests would have
conflicted with the interests of the Estate's other beneficiaries.
In sum, we remand for a determination as to the Estate's assets, the costs
and expenses associated with Claire's future care, and whether the Estate has
sufficient funds to pay Mary's fees and costs from a fund in court prior to
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Elizabeth's satisfaction of the entire judgment in favor of Claire and the
Estate. In addition, we affirm the judge's award of fees, but remand for the
judge to correct the omission to consider the Hellring firm's August 3, 2021
billing entry. Further, we reverse and remand for the judge to award costs
associated with the photocopying and mailing of the pretrial submissions to
all interested parties.
Affirmed in part, remanded in part, and reversed in part. We do not
retain jurisdiction.
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