Berber v. Hass

207 N.E.2d 96, 57 Ill. App. 2d 109, 1965 Ill. App. LEXIS 733
CourtAppellate Court of Illinois
DecidedJanuary 26, 1965
DocketGen. 49,503
StatusPublished
Cited by20 cases

This text of 207 N.E.2d 96 (Berber v. Hass) 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
Berber v. Hass, 207 N.E.2d 96, 57 Ill. App. 2d 109, 1965 Ill. App. LEXIS 733 (Ill. Ct. App. 1965).

Opinion

MR. JUSTICE BRYANT

delivered the opinion of the court:

This appeal is taken from an order entered June 28, 1963, in the Superior Court of Cook County, Illinois, which dismissed the appellants’ amended complaint. The dismissal of the action was urged by the appellees on the ground that the matter had been determined by a court of competent jurisdiction and was not open to collateral attack.

Mildred Berber and Albert Hass, brother and sister, filed their complaint in chancery against their brother Ernst Hass and his wife, Elaine. The complaint charged that Ernst Hass, while acting as executor of his mother’s estate, improperly conveyed property belonging to the estate to himself and his wife, and asked that the deed be set aside as a fraud on the court and on the beneficiaries.

As their defense, the appellees pointed out that the entire matter was brought to the attention of the Probate Court, that a full hearing was had on the matter at which the appellants were present and represented by counsel, and that the Probate Court accepted the final account of Ernst Hass as executor and discharged him, declaring the estate closed. The claim was, therefore, that the complaint filed in chancery was barred by the previous judgment of the Probate Court.

The following information was before the Probate Court at the time it authorized the closing of the estate: Augusta Hass, mother of the appellants and of the appellee Ernst Hass, died January 31, 1962, leaving a last will and testament in which she appointed Ernst Hass and Mildred Berber coexecutors of her estate. Soon thereafter, Mildred Berber resigned, leaving her brother Ernst Hass as sole executor of their mother’s estate.

Section 5(b) of the Will of Augusta Hass gave Ernst Hass a nine-month option to buy certain realty constituting the bulk of the decedent’s estate at the valuation given it by the Cook County Assessor before the application of any State of Illinois Department of Revenue equalization factor. This allowed Ernst Hass to purchase a building and the land on which it is situated having a market value of over $100,000 for $47,373.

The appellee, Ernst Hass, obtained an order from the Probate Court on July 26, 1962, permitting him to sell the property to himself and his wife at the assessed valuation on the condition that the conveyance should be conditioned on, and executed simultaneously with, the deposit into the estate of the proportionate portion of the same sum. In other words, the court insisted that the transfer of title take place at the same time as, and not until, the appropriate sum of money was deposited into the estate account. The following day, July 27th, Ernst Hass conveyed the property to himself and his wife. The money, however, was not deposited into the estate account until October 26,1962 — some three months later.

All this was brought to the attention of the Probate Court before the closing of the estate. No appeal was taken from the order of the Probate Court, and this action in equity was brought to set aside the conveyance. The first question we must answer is whether the appellants have used the proper method of challenging the action taken by the Probate Court.

The appellants claim in their brief and in oral argument that the proper forum for setting aside a deed to real estate is a court of equity. As a general statement this may be true, but the rule is not universally applicable. It is well settled that Probate Courts may give relief of an equitable nature where justice so requires. In re Estate of Baughman, 20 Ill 2d 593, 170 NE2d 557 (1960). We do not say that Probate Courts have general chancery powers, but it has often been held that they will proceed in equity in cases of an equitable character pertaining to the administration of estates. In re Estate of O’Donnell, 8 Ill App2d 348, 132 NE2d 74 (1956). In re Estate of Thompson, 328 Ill App 103, 65 NE2d 131 (1946). We are of the opinion that this order of the Probate Court, setting forth conditions under which decedent’s property may be disposed of, is a matter pertaining to the administration of estates such as to give the Probate Court equity powers to supervise the sale and set such sale aside where proper. These appellants, therefore, should have appealed from the Probate Court order rather than instituting a separate suit to set aside the deed, for the Probate Court had authority to approve or disapprove the conveyance.

The appellants have cited cases where it was held that instituting a new action in a court of equity was proper, but those cases are easily distinguishable from the case at bar. In re Estate of Klock, 282 Ill App 245 (1935), dealt with a situation where the Probate Court was asked to pass on the validity of an ante-nuptial agreement. It was held that the Prohate Court was without authority to pass upon the matter. The court in its opinion cited Rook v. Rook, 111 Ill App 398 (1903), quoting:

“While it has been held that county and probate courts may exercise such equitable jurisdiction in the settlement of estates and allowance of claims, as is adapted to their organization and mode of proceeding . . . , and that whenever within the scope of the statutory jurisdiction confided to them, the relief to be administered, the right to be enforced, or the defense to an action properly pending before them, involved the application of equitable principles, their powers are commensurate with the necessity demanding their exercise, whether legal or equitable in their nature, . . .”

The test set forth in this passage is whether the claim is the type adapted to settlement in the Probate Court. The court, in deciding the Block case determined that a Probate Court is not the proper place to thrash out whether or not an antenuptial agreement was procured through fraud. The Probate Courts are to supervise the administration of estates; the fraud alleged in the Block case is too far removed from this area to be efficiently processed in the Probate Court, and it was so held.

In re Estate of Braje, 294 Ill App 377, 13 NE2d 821 (1938), is also cited by appellants in support of their claim that this matter was properly brought before a court of equity. In that case a suit was brought 18 months after the estate was closed, alleging that the deceased and his wife were never legally married. It was held that the Probate Court was without jurisdiction in this matter. In its opinion, the court said:

“We hold that the instant petitioner, wishing to attack the legality of the marriage of Frank and Mary Braje, should have done so by filing a bill in equity in the nature of a bill of review. The instant petition was filed more than 18 months after the estate was closed. Orderly procedure would seem to require that any attack at so late a date should be in some court other than the probate court.”

While the court specifically noted that the Probate Court had equitable powers, it based its decision on the question of what was necessitated by orderly procedure. This is the same approach used by the court in the Klock opinion (supra). Voegel v. Central Nat. Bank of Mattoon, 27 Ill App2d 400, 169 NE2d 675 (1960), presents the same issues as were before the court in the Klock case (supra) and needs no further discussion here.

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Bluebook (online)
207 N.E.2d 96, 57 Ill. App. 2d 109, 1965 Ill. App. LEXIS 733, Counsel Stack Legal Research, https://law.counselstack.com/opinion/berber-v-hass-illappct-1965.