Estate of Barth v. Schlangen

618 N.E.2d 1135, 249 Ill. App. 3d 70, 188 Ill. Dec. 565, 1993 Ill. App. LEXIS 1025
CourtAppellate Court of Illinois
DecidedJune 30, 1993
DocketNo. 1—92—2420
StatusPublished
Cited by4 cases

This text of 618 N.E.2d 1135 (Estate of Barth v. Schlangen) 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
Estate of Barth v. Schlangen, 618 N.E.2d 1135, 249 Ill. App. 3d 70, 188 Ill. Dec. 565, 1993 Ill. App. LEXIS 1025 (Ill. Ct. App. 1993).

Opinion

JUSTICE MURRAY

delivered the opinion of the court:

Appellant, Edward R. Schlangen (Schlangen), appeals a probate court’s ruling which quieted title to a piece of a property owned by the estate of Carl T. Barth (Estate).

On September 14, 1984, Carl T. Barth (Barth) and Schlangen entered into a written contract (the Agreement) for the sale and conveyance of a parcel of real estate (the Poplar property).1 The Agreement provided:

“(c) The balance of the purchase price, to wit: $40,000.00 to be paid in equal monthly installments of $366.67 each, commencing on the 1st day of November, 1984 and on the 1st day of each month thereafter until the purchase price is paid in full ***;
(d) The final payment of the purchase price and all accrued but unpaid interest and other charges as hereinafter provided, if not sooner paid shall be due on the 1st day of November, 1989.”

The Agreement provided for payment of interest on the balance of the purchase price at the rate of 11% interest per annum. In addition, the “Memorandum of Agreement” provided:

“The terms of Agreement require the payment of monthly installments of interest thereon, for the period from October 1, 1984, through November 1, 1989, at which time the entire unpaid principal and interest shall be paid.”

Schlangen did not make any payments to Barth. Barth died on October 31, 1988. Under its own terms, the Agreement remained in force even upon Barth’s death.

On June 27, 1989, Schlangen filed a claim against the Estate seeking $35,000 for his interest in the Poplar property. According to the claim, Schlangen was entitled to the property “pursuant to Articles of Agreement for Deed and Rider, dated September 19, 1984.”

On August 2, 1989, the Estate paid Schlangen $8,651 owed him for the “Bode Road fire job,” a job completed by Schlangen in August 1984.

On August 24, 1989, the Estate filed an answer to Schlangen’s claim. The Estate disputed the legitimacy of Schlangen’s claim in light of Schlangen’s failure to make any payments under the Agreement. The Estate counterclaimed for abandonment and rescission of the written contract.

Schlangen filed his answer to the Estate’s counterclaim on February 15, 1990. Schlangen asserted that “all the terms and conditions of the sale” of the property were not contained in the Agreement. Schlangen asserted that “subsequent to the Articles of Agreement for Deed, the parties entered into an agreement relative to a setoff each had against the other.”

On October 5, 1990, the Estate filed a motion for summary judgment on Schlangen’s claim and on the Estate’s counterclaims for abandonment and rescission. The Estate filed a memorandum in support of its motion for summary judgment and attached a copy of the Agreement and an excerpt from Schlangen’s deposition. In his deposition Schlangen stated that he never made any payments to Barth prior to his death under the terms of the Agreement.

Schlangen filed a reply to the Estate’s motion for summary judgment on November 11, 1990. Schlangen asserted that he and Barth “had agreed that *** the sum of $8,651.85 [from the ‘Bode Road fire job’] would be a setoff against the sum due from the claimant [Schlangen] to the decedent pursuant to the Articles of Agreement.” Schlangen contended that he and the decedent orally modified the Agreement and extended Schlangen’s time for performance. Attached to Schlangen’s reply was the affidavit of his son George Schlangen (George). George’s affidavit stated in relevant part:

“On at least one occasion I was present at the decedent’s home during face-to-face conversations which took place between my father, Edward R. Schlangen, and the decedent, Carl T. Barth, wherein Mr. Barth expressed a desire to sell more real estate to my father, and at that time Mr. Barth also acknowledged to my father that he, Mr. Barth, owed my father approximately $8,600.00 for a certain ‘Bode Road fire job.’ Mr. Barth further indicated that my father therefore would not be required to make monthly payments for the Poplar Street property pursuant to certain Articles of Agreement and that they, Mr. Barth and Mr. Schlangen, would ‘settle up’ when the Poplar Street property was sold.”

On November 29, 1990, the trial court denied the Estate’s motion for summary judgment. In addition, on the court’s own motion, the trial court dismissed Schlangen’s claim without prejudice and granted Schlangen leave to file a complaint seeking specific performance naming all the necessary parties within 30 days. Schlangen never refiled a claim.

On January 16, 1992, the Estate moved for summary judgment based on its counterclaims. In its memorandum in support of its motion, the Estate argued that Schlangen had both abandoned and failed to perform the terms of the contract. The Estate further argued that even under the alleged oral agreement, Schlangen was only excused from making monthly interest payments until Schlangen was paid for the Bode Road project in August 1989. Thus, the Estate asserted that Schlangen was in default of this alleged agreement due to his failure to make monthly interest payments after receiving payment for the Bode Road project and because he failed to pay the $40,000 purchase price on November 1,1989.

The trial court ordered Schlangen to respond to the motion for summary judgment by February 21, 1992, the Estate to reply on March 6 and set hearing for March 10, 1992. Mr. Schlangen did not file a response by February 21, 1989, nor did he seek an extension to file a response. At the hearing on March 10, 1992, Schlangen presented a response. In his response, Schlangen acknowledged that he “never made any payments to Mr. Barth,” but alleged that this was not the issue in the case. Schlangen asserted that in his deposition, he stated (and the Estate had acknowledged) that he did several thousand dollars worth of repairs and improvements to the property and that the Estate’s claim of abandonment was simply false. Relying on the previously filed affidavit of his son, Schlangen asserted that summary judgment should be denied because the alleged oral agreement postponed all monthly payments and the parties agreed to “settle up” when the Poplar property was sold.

At the hearing on the motion for summary judgment, Schlangen argued that although he never made a tender of the $40,000, he offered to fulfill the terms of the contract to the administrator and to one of the Estate’s attorneys and they said no. Schlangen further argued that the parties had orally agreed to a modification. The trial court noted that although the affidavit stated that Schlangen would not be required to make monthly payments, it did not say anything about an extension as to the final payment. The trial court further noted that what was at issue was the final payment; the fact that Barth died was no basis for postponing the payment because there was an estate open. The trial court found that George Schlangen’s affidavit did not raise an issue of fact because the affidavit related to monthly payments and as such the affidavit was insufficient to overcome the Estate’s motion for summary judgment on the basis that there was never tender to perform the terms of the contract.

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Cite This Page — Counsel Stack

Bluebook (online)
618 N.E.2d 1135, 249 Ill. App. 3d 70, 188 Ill. Dec. 565, 1993 Ill. App. LEXIS 1025, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-barth-v-schlangen-illappct-1993.