Caldwell v. Bradney

337 N.E.2d 245, 33 Ill. App. 3d 175, 1975 Ill. App. LEXIS 3132
CourtAppellate Court of Illinois
DecidedNovember 6, 1975
DocketNo. 12991
StatusPublished
Cited by3 cases

This text of 337 N.E.2d 245 (Caldwell v. Bradney) 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
Caldwell v. Bradney, 337 N.E.2d 245, 33 Ill. App. 3d 175, 1975 Ill. App. LEXIS 3132 (Ill. Ct. App. 1975).

Opinion

Mr. JUSTICE GREEN

delivered the opinion of the court:

While serving as executor of the estate of Frank Caldwell, deceased, in the Circuit Court of Morgan County, claimant Dr. Arthur K. Beams filed a claim against that estate on December 31, 1973. Respondent Robert E. Bradney was appointed special administrator to defend against the claim. He filed a motion requesting that the claim be dismissed on the grounds that it was not filed within 6 months of the issuance of letters testamentary as required by section 204 of the Probate Act (Ill. Rev. Stat. 1973, ch. 3, par. 204). Upon hearing, the motion was allowed, and the claim was dismissed in bar of action. Claimant appeals.

Section 204 provides in part:

“All claims against the estate of a decedent, except expenses of administration and surviving spouse’s or child’s award, not filed within 6 months from the issuance of letters testamentary - or of administration are barred as to the estate which has been inventoried within 6 months from the issuance of letters.” (Ill. Rev. Stat. 1973, ch. 3, par. 204.)

No question is presented here of any inventory being filed after the 6 months’ period. The case revolves around the date upon which letters testamentary were issued. Claimant contends that this occurred on July 2, 1973, less than 6 months prior to the filing of the claim on December 31, 1973. Respondent contends that letters were issued on June 4, 1973, more than 6 months before the claim was filed.

The will, naming claimant Dr. Beams as executor, was filed on April 9, 1973, and on May 10, 1973,- a petition was filed requesting that the document be admitted to probate and that letters testamentary issue to claimant. The petition was heard on June 4, 1973. The terms of tire court’s order resulting from the hearing are sharply disputed. The parties agree that the testimony of two attesting witnesses was heard and that the will was admitted to probate. They also agree that Dr. Beams filed an executor’s bond and an acceptance of office and that the bond was approved. They disagree as to whether letters testamentary were ordered to issue to Dr. Beams at that time or whether the issuance of letters was to be contingent upon proof of heirship being made. The docket entry of June 4, 1973, ended as follows: “ORDERED that Letters Testamentary issue to Arthur K. Beams upon proving heirship herein; See Written Order. Note: Hold Letters until proof of heirship is completed.” On the other hand, a written order of the same date signed by the judge and placed on file ended in these words “It is ordered that letters testamentary issue to Arthur K. Beams” and made no reference to any requirement of prior proof of heirship. Probate Rule 5(1) of the Morgan County Circuit Court stated:

“Except on petition for letters of administration to collect, proof of heirship shall be given before letters are issued, unless such procedure is waived by the court.”

A docket entry of July 2, 1973, noted that proof of heirship has been made and ordered letters to issue. The letters on file bear a file mark and an issuance date of July 2, 1973.

Respondent contends that Rule 5(1) is violative of section 75 of the Probate Act (Ill. Rev. Stat. 1973, ch. 3, par. 75) which provides in part:

“When a Will is admitted to probate, the court shall issue letters testamentary to the executor named therein if he qualifies and accepts the office * #

He also argues that the written order of June 4, 1973, prevails over the docket entry of that date and that, therefore, letters were ordered to issue on June 4, 1973.

In support of his argument that the written order controls over the docket entry, respondent cites the following:

“The records of a judgment should be distinguished from the judge’s minutes, which are merely memoranda which the judge makes upon his own docket for his own convenience, to enable him to see that the clerk accurately makes up the record.” 46 Am. Jur.2d Judgments § 153, at 414 (1969).

Respondent also calls our attention to the early case of McCormick v. Wheeler, Mellick & Co., 36 Ill. 114, 85 Am.Dec. 388, the ruling in which involved the priority of liens against real estate. The judge’s minutes reflected that the court had set aside a sale of certain real estate involved, but no order was entered to this effect on the clerk’s records. The opinion stated:

“For what is the judgment of a court? It does not reside unspoken and unwritten, in the breast of the judge. It is not to be sought in tire minutes or memoranda which the judge makes upon his own docket, and which the law does not require him to make, but which are merely kept by him for his own convenience, and to enable him to see that the clerk accurately makes up the record.” (36 Ill. 114, 120—21.)

And further stated:

“Parties cannot be held to notice of what has no legal existence, and we should be going quite too far, were we to hold them to notice of informal memoranda, on the docket of the judge, by which the record might possibly, at some future time, be amended and require them to act as if such amendment had been already made.” 36 Ill. 114, 121-22.

The keeping of records by the clerks of courts is in a state of change and some uncertainty exists as to the status of the docket as a record. The case of Freeport Motor Casualty Co. v. Tharp, 406 Ill. 295, 94 N.E.2d 139, was overruled in part by People ex rel. Schwartz v. Fagerholm, 17 Ill.2d 131, 161 N.E.2d 20, but no decisions have changed the pronouncement of Freeport Motor Casualty Co. or People ex rel. Waite v. Bristow, 391 Ill. 101, 62 N.E.2d 595, that the function of the docket is as a basis from which the clerk may extend an order or a court may rule that an order be amended to correctly state the ruling made.

In the instant case, no attempt was made in the circuit court to amend the order of June 4, 1973. The terms of the order entered on that day are thus those of the document approved by the judge by his signature and placed on file. Thus, regardless of the validity of Rule 5(1), the effect of the June 4 order was to direct that letters issue without regard to prior proof of heirship.

Respondent’s argument assumes that, if an order for the issuance of letters was entered on June 4, letters did in fact issue that day. He considers an order for the issuance of letters to be synonymous with the actual issuance of letters.

“Letter. * * * A commission, patent, or written instrument containing or attesting the grant of some power, authority, or right.
8 8#
Letters Testamentary. The formal instrument of authority and appointment given to an executor by the proper court, empowering him to enter upon the discharge of his office as executor.” Black’s Law Dictionary (4th ed. 1951).

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Cite This Page — Counsel Stack

Bluebook (online)
337 N.E.2d 245, 33 Ill. App. 3d 175, 1975 Ill. App. LEXIS 3132, Counsel Stack Legal Research, https://law.counselstack.com/opinion/caldwell-v-bradney-illappct-1975.