2004-35
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~DE BEAUBIEN, KNIGHT, SIMMONS, MANTZARIS & NEAL, LLP
ATTORNEYS AND COUNSELORS AT LAw
A LIMITED LIABILITY PARTNERSInP INCLUDING PROFESSIONAL ASSOCIATIONS
Reply to Orlando
HARLEY S. HERMAN
RAYMOND HERNANDEZ
ELIZABETH A. HICKMAN
STEPHEN J. JACOBS
JAMES P. KELLEY
CAROL M. KNAPP
RUBEN LABOY. JR.
STEPHANIE W. MELIA
MICHAEL E. MORRIS
CARMEN MumZ-SIERRA
ELIZABETH F. NELSON
DANIELJ. O'MALLEY
LINDSAYN. OYEWALE
SHIV NARAYAN PERSAUD
C. BEN RoSSI, JR
KATHERINE A. SCOTT
KENT A. SHOWALTER III
ANGELAJ. STEWART
RICHARD H. TAMI
CHARLES P. TI'ITLE
WILLIAM A. TOMPIO:NS JR
BARTR. VALDES
LETITIA WOOD
JOHNW. ZIELINSIO:
HuGO H. DE BEAUBIEN.
YVETTE RoDRIGUEZ-BROWN
DALET. GoBEL
KENNETHP. HAZOURI
T. KEvINKNIGHT::
DANIEL F. MANTzARIs
D. JOHN MORGESON, JR.
THoMASF. NEAL
DAVIDH. SIMMONS:: t
www.dbksmn.com
NANCY J. ABERNATHY
SHAHZAD AHMED
ELIZABETH A. ALBERT
RENEE BINWS
JEFF BOSTON'
ANTHONY CAMMARATA
LINDA S. CARTER
RACHAEL MCMORRIS CRAG-CHADERTON
MICHAEL W. CURTO
MARY ANN ETZLER
CARIL E. FERNANDES
VALENCIA PERCY FLAKEs
PATRICIO GARCIA
LUlsF. GoMEZ, JR.
. œan".a c:ML TRIM. ATTDRNEY
wr:::: œanFlED .US'"'" unflAnall ATTDRNEY
MAIN OFFICE
Post Office Box 87
332 North Magnolia Avenue
Orlando, Florida 32802-0087
(407) 422-2454
Telefax (407) 849-1845
TALLAHASSEE OFFICE
3370 Capital Cn-cIe N.E.
Suite I
Tallahassee. FL 32308
(850) 201-3655
Telefax (407) 849-1845
Writer's e-mail: dmantzaris/íàdbksmn.com
December 9,2004
Via Facsimile and Regular Mail
McDirmit Davis Puckett & Company, LLC
Post Office 1185t
Orlando, FL 32802-9863
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Re:
Description and evaluation of legal matters related to the City of Clermont as of
September 30, 2004.
Dear Sir or Madam:
The undersigned serves as the City Attorney for the City of Clermont. In response to the
October 4,2004 letter from Director of Administrative Services, Joseph Van Zile, received in our
office on November 9, 2004, we provide to you the following information. Furthermore, please
note that this letter shall serve as our fmn's response on behalf of all members of the Firm that
provide legal services for the City.
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As City Attorney, we serve as chief legal counsel to the City. In addition, the fmn through
the undersigned may represent the City of Clermont in litigation matters related to claims made
against the City. The following is provided to you in accordance with the guidelines set forth in the
October 4, 2004 letter with regard to information to be provided.
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PRIVILEGED NON-WAIVER
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As City Attorney for the City of Clermont, you are expressly advised that the matters
contained in this letter constitute attorney/client-privilege infonnation and shall not be disclosed
without the consent of either this office or the City of Clermont. In addition, this letter may contain
infonnation, which is protected by the attorney work product privilege, and, therefore, any such
items are specifically protected from disclosure.
LIMITATION
This response is limited by, and in accordance with, the ABA Statement of Policy regarding
Lawyers Responses to Auditors Requests for Information (December 1975); without limiting the
generality of the foregoing, the limitation set forth in such Statement on the scope and use of this
response (paragraphs 2 and 7) are specifically incorporated herein by reference, and any description
herein of any "loss contingencies" is qualified in its entirety by Paragraph 5 of the Statement and the
accompanying Commentary (which is specifically incorporated as a part of the Statement). In
ac!!'ordance with Paragraph 6 of the ABA Statement of Policy and pursuant to the City of Clennont's
request, this will confirm as correct the City's understanding as set forth in its audit inquiry letter of
October 4, 2004 that whenever, in the course of performing legal services for the City with respect
to a matter recognized to involve an unasserted possible claim or assessment that may call for
financial statement disclosure, we have fonned a professional opinion that the City must disclose or
consider disclosure concerning such possible claim or assessment, we, as a matter of professional
responsibility to the City, will advise the City and will consult with the City concerning the question
of such disclosure and the applicable requirements of the Statement of Financial Accounting
Standards No.5.
I.
PENDING CLAIMS
As of September 30, 2004, we are aware of the following matters pending against the City
of Clermont:
A.
Christopher Polka and Pamela Polka v. City of Clennont.
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Mr. and Mrs. Polka provided to the City a Notice of Plaintiff's Intent to File suit on
November 25, 2003 for alleged claims related to Christopher Polka's tennination from
employment with the City. On August 5, 2004 the plaintiffs filed suit against the City which was
served on the City on October 4, 2004. A copy of the complaint in this matter is provided for
your review. The matter is being defended by the City's insurance carrier who has retained
Attorney Doug Noah of Dean, Ringers, Morton & Lawton, P.O. Box 2928, Orlando, FL 32802.
. Please contact Mr. Noah for further infonnation regarding ths claim.
. DE BEAUBIEN, KNIGHT, SIMMONS, MANTZARIS & NEAL, LLP .
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B.
Jeffrey Radi v. City of Clermont.
Jeffrey P. Radi appealed by filing a Petition for Certiorari, a determination by the City
Manager regarding disciplinary actions related to his employment with the City's Police
Department. Mr. Radi's petition has been denied by the Lake County Circuit Court,. A copy of that
Order is enclosed for your review. It is our understanding that Mr. Radi filed a similar Petition with
the Fifth District Court of Appeal and that Court has ordered that the City respond. The matter has
be!'.n assigned by the City's insurance carrier to F. Scott Pendley of Dean, Ringers, Morton &
Lawton, P.O. Box 2928, Orlando, FL 32802, telephone number: (407) 422-4310. Please contact
Mr. Pendley for further information regarding this claim.
C.
Kaczmarek v. City of Clermont
This matter involved claims for personal injuries resulting from the alleged negligence of
the City. It is our understanding that the matter has been settled through the efforts of the City's
insurance carrier and its defense counsel, F. Scott Pendley. For your information, we have
enclosed a copy of Mr. Pendley's August 16, 2004 letter to the City regarding the settlement. It
is our further understanding that the matter has now been dismissed with prejudice. If you need
any additional information, please contact Mr. Pendley.
II.
THREATENED LITIGATION
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A.
Ann A. Flavin as Trustee v. City of Clermont.
On December 6, 2004, the City received a demand letter from Attorney Derek A Schroth
on behalf of Ann A. Flavin, Trustee. A copy of the demand letter is enclosed. Mr. Schroth has
alleged that the City is indebted to his client in the amount of $16,298.24 for an alleged improper
assessments related to a 1997 Special Assessment for Road Improvements. Mr. Schroth further
alleges that the City is using a portion of his client's property without consent or consideration.
He has threatened to sue the City in the event that these issues are not timely resolved. It is our
understanding that this matter has been at issue for a long time and the City has been working
with representatives of Ann A. Flavin, to resolve the assessment issue. In our view, the City is
not absolutely obligated to reimburse the claimant for the alleged improper assessment because,
among other issues, the owners failed to object to the assessment at the time it was competed.
Furthermore, according to the City's research the claJm related to the use of the property is not
supported by the information available. It is the City's view that it owns the subject property.
The City has requested that the claimant provide information supporting this assertion and none
ha~, been provided. In an effort to resolve this matter, however, the City, through our office, has
offered to pay to Ann A. Flavin, as Trustee, the amount requested in exchange for a full release
. DE BEAUBIEN, KNIGHT, SIMMONS, MANTZARIS & NEAL, LLP .
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of all claims that are being maintained, including the claim related to the alleged improper use of
the claimant's property. We expect a response to our offer in the near future.
III.
UNASSERTED CLAIMS OR ASSESSMENT
As of September 30, 2004, we are not aware of any unasserted claims or assessments
against the City of Clermont, which, if asserted, would have at least a reasonable possibility of an
unfavorable outcome.
IV.
OTHER MATTERS
Attorney Fees: All billed attorney fees related to the above matters have been paid.
-.: If you have any questions, or wish to discuss this matter further, please do not hesitate
to contact the undersigned.
Very truly yours,
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cc:
Mayor Turville and Council Members
Wayne Saunders, City Manager
Joseph Van Ziel, Director of Administrative Services
Tracy Ackroyd, City Clerk
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. DE BEAUBIEN, KNIGHT, SIMMONS, MANTZARIS & NEAL, LLP. .
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