MAY 6, 2002 VOLUME 9, NUMBER 45
Jonathan Adams was born out of wedlock in 1980. His paternity was established by a court order in 1995 in Florida after his parents, Mildred Adams and Cecil Hylton, Jr. engaged in highly charged litigation over Jonathan’s paternity. This litigation took place several years after the 1989 death of Cecil Hylton, Sr., Jonathan’s grandfather.
Cecil Hylton, Sr., had directed in his will that the trustees of two trusts formed to benefit his grandchildren would have sole discretion to determine who qualified as his “issue.” Anyone so identified would potentially receive distributions from the two trusts in 2014 and 2021.
Mildred Adams claimed that Jonathan’s father was unresponsive to her inquiries about other grandchildren receiving money in 1996; she also claimed that the law firm that prepared the grandfather’s will was silent about whether Jonathan would be recognized as a beneficiary. On Jonathan’s behalf his mother hired Virginia attorney Robert Zelnick in 1996 to substantiate Jonathan’s claim against his grandfather’s estate. Ms. Adams asked Mr. Zelnick to represent her son’s interests on a contingency fee basis as she was unable to pay hourly attorney’s fees. Mr. Zelnick agreed but pointed out, he later said, that the Hylton estate was very large.
In the fall of 1996, Mr. Zelnick wrote to the co-executors of the Hylton estate demanding Jonathan’s recognition as issue of Cecil Hylton, Sr. In May 1997, Mr. Zelnick filed suit on Jonathan’s behalf. In January 1998, a consent decree was entered ordering that Jonathan be declared a grandchild.
Jonathan’s father sued on his son’s behalf to have the contract between attorney Zelnick and Jonathan’s mother declared void. When Jonathan turned 18, he joined in the lawsuit. Jonathan claimed that the contract formed on his behalf to solidify the estate claim was void because it was not a contract for “necessaries”—that is food, clothing, shelter, or financial and social status. Jonathan argued in a motion for summary judgment that the suit Zelnick filed in 1997 was unnecessary because the 1995 Florida paternity order conclusively established paternity and that the trusts were not due to make distributions until 2014 and 2021. Finally, Jonathan asserted that the contingency fee agreement was unreasonable.
The trial court granted Jonathan’s motion, ruling that because Jonathan was a minor at the time, the contingency fee agreement was void and the doctrine of necessaries did not apply. Jonathan could have taken action regarding his inheritance after he turned 18, ruled the trial court. While the ruling effectively denied Mr. Zelnick’s contingency fee, it held that his legal work furthered Jonathans claim, was “extremely valuable” and should be compensated on a reasonable basis. Both sides appealed.
Last week the Virginia Supreme Court reversed the trial court while effectively reaching the same result. According to the state Supreme Court’s analysis, evidence must be taken to determine whether legal work on behalf of Jonathan was a “necessary” like food, clothing and shelter. If not, the contract for fees can be avoided altogether; if so, Mr. Zelnick is entitled to the reasonable value of his fees based on the concept of “quantum meruit.” Zelnick v. Adams, April 19, 2002.