Arnett v. Burdett

226 Ill. App. 3d 1057
CourtAppellate Court of Illinois
DecidedMarch 31, 1992
DocketNo. 3—90—0895
StatusPublished
Cited by4 cases

This text of 226 Ill. App. 3d 1057 (Arnett v. Burdett) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Arnett v. Burdett, 226 Ill. App. 3d 1057 (Ill. Ct. App. 1992).

Opinion

PRESIDING JUSTICE BARRY

delivered the opinion of the court:

After the death of Edith M. Aimone, Dianne Arnett, decedent’s granddaughter, brought an action to have certain funds in the possession of her aunt, Ruth Jane Burdett, declared to be assets of the estate of decedent for distribution according to her will. Burdett appeals from entry of summary judgment in favor of Arnett.

On May 9, 1984, Edith M. Aimone executed a will which left all of her property to her husband John if he survived her and, if he did not survive, then her residence to her granddaughter, Dianne Arnett, and the rest of her property to her two daughters, Ruth Jane Burdett and Edith Nickerson, and to her granddaughter, Dianne Arnett, Nickerson’s daughter, in equal shares.

Edith’s will contained the following section 5:

“I have made this Last Will and Testament pursuant to a contract and agreement between my husband and me for the purpose of disposing of all our property, whether owned by us as joint tenants, as tenants in common or in severalty, in accordance with a common plan. The reciprocal and other gifts made herein are in fulfillment of this purpose and plan and in consideration of each waiving the right, during our joint lives, to alter, amend or revoke our respective and mutual Last Wills and Testaments, in whole or in part, by Codicil or otherwise, without notice to the other, or under any circumstances after the death of the first of us to die.”

According to affidavits in the record, after John suffered a stroke and was hospitalized, Edith became concerned that his medical bills would deplete all their savings. On January 27 and 28, 1988, she withdrew $75,000 from three accounts belonging to John and Edith Aimone jointly and placed cashier’s checks in that amount in her safety deposit box. Each cashier’s check was payable to Edith Aimone or Ruth Burdett and Edith Nickerson. John died on March 15, 1988. In October of the same year Edith Aimone was a patient in a nursing home because of gangrene developing in one leg. She signed a power of attorney authorizing her two daughters to sign checks. On October 17, 1988, pursuant to the power of attorney, Burdett and Nickerson converted the cashier’s checks into certificates of deposit payable to Edith Nickerson and Ruth Burdett.

According to affidavits and other documents in the record, John and Edith together gave $500 each to Dianne Arnett, her husband Kevin Arnett, Ruth Burdett, and Edith Nickerson on January 12, 1987, and on July 31, 1987, purchased a $4,000 certificate of deposit in the names of Arnett, Burdett, and Nickerson. After John’s death, Edith gave Dianne Arnett $500 for car repairs on June 19, 1988, and paid for Dianne’s airplane tickets to attend John’s funeral. Also, Edith deeded her residence in Peoria to Arnett on July 15,1988.

After Edith died on March 23, 1989, Burdett and Nickerson as co-executors filed a small estate affidavit and inventory in the circuit court of Peoria County. Neither document listed the $75,000 as part of the estate. Dianne Arnett petitioned the court for an order declaring that the inter vivos gift of $75,000 from Edith Aimone to her daughters was in breach of the will contract contained in section 5 of her will and, hence, was void.

Burdett filed a motion to dismiss, and Arnett filed a motion for summary judgment. The trial court denied Burdett’s motion to dismiss and also denied Burdett’s subsequent motion to continue the hearing on the summary judgment motion to allow more discovery. The trial court granted the motion for summary judgment, and this appeal resulted.

Burdett asserts two errors compelling reversal of the judgment entered in the trial court: (1) that summary judgment in favor of Arnett was erroneous under the law as applied to the facts of this case and (2) that Burdett’s motion for a continuance should have been allowed.

We first must examine the summary judgment and the pleadings and supporting affidavits upon which it is based. The motion for summary judgment recites that Edith and John Aimone executed joint and mutual wills on May 9, 1984; that Edith’s will constituted a binding contract between John and Edith; that at Burdett’s suggestion, on January 27 and 28, 1988, Edith withdrew $75,000 from joint accounts of John and Edith by means of cashier’s checks payable to Edith Aimone or Ruth Burdett and Edith Nickerson; that John was not present when the checks were issued; that John died on March 15, 1988; that on October 17, 1988, Burdett and Nickerson used the checks to obtain certificates of deposit payable to Burdett and Nickerson, acting pursuant to a power of attorney given by Edith to Burdett and Nickerson; that the transfer of $75,000 to Burdett and Nickerson by Edith was for reason of convenience and not intended to contravene the terms of Edith’s will; that an inter vivos gift of the $75,000 would breach the terms of the contract between Edith and John as set out in section 5 of Edith’s will; and that there is no genuine issue of material fact that the transfer of $75,000 to Burdett and Nickerson was in contravention of Edith’s will. The motion as it appears in the record on appeal was not sworn to and, in fact, was not even signed.

Attached to the motion as exhibits were copies of Edith’s will and the cashier’s checks and certificates of deposit in question; an affidavit by Burdett signed on September 22, 1989, and attached to a motion filed by Burdett earlier in this cause; and an affidavit by Nickerson signed on October 26, 1989, and attached to Arnett’s response to the earlier motion by Burdett.

According to the affidavit of Burdett, when Edith became concerned about the amount of John’s medical expenses in early 1988, she went to two Peoria banks accompanied by Burdett and Nicker-son to withdraw money from her joint savings accounts. At each bank, Edith allegedly told a bank official that the cashier’s checks should be in her name and also the names of her two daughters “as she wanted them to have the money equally if anything happened to her.” Burdett further averred that the subsequent purchase of certificates of deposit in the names of Burdett and Nickerson was done “because their mother had previously indicated to the bank officials when purchasing the three cashier’s checks that she wanted her daughters to have the proceeds if anything happened to her.”

Nickerson’s affidavit directly contradicted that of Burdett with regard to statements by Edith at the time the $75,000 was withdrawn. According to Nickerson, Edith expressed an intent that the funds be divided equally between Arnett, Burdett, and Nickerson in accordance with the terms of her will and that she agreed to have only two names with hers on the checks only after Burdett suggested that it would be difficult to obtain Arnett’s signature if funds were needed since Arnett lived in Texas. Nickerson stated that Edith agreed “for the convenience of the parties, with the understanding that in the event of her death the funds from the cashier’s check would be divided equally” between Arnett, Burdett, and Nickerson. Nickerson further attested, “At no time was there any discussion that the money was to be considered a gift to affiant and Ruth J. Burdett only.” (Emphasis in original.)

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Bluebook (online)
226 Ill. App. 3d 1057, Counsel Stack Legal Research, https://law.counselstack.com/opinion/arnett-v-burdett-illappct-1992.