Estate of Latek v. Ronneau

960 N.E.2d 193, 2012 Ind. App. LEXIS 2, 2012 WL 12246
CourtIndiana Court of Appeals
DecidedJanuary 4, 2012
Docket64A05-1103-ES-112
StatusPublished
Cited by2 cases

This text of 960 N.E.2d 193 (Estate of Latek v. Ronneau) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Latek v. Ronneau, 960 N.E.2d 193, 2012 Ind. App. LEXIS 2, 2012 WL 12246 (Ind. Ct. App. 2012).

Opinion

OPINION

FRIEDLANDER, Judge.

In this interlocutory appeal, Nicholas Grapsas, the Illinois Public Administrator of the Domiciliary Estate of Florian T. Latek (Illinois Public Administrator), and Nicholas Padezan 1 (collectively, Appellants) challenge the trial court’s order denying their Motion to Dismiss a Petition for Probate of Will and for Issuance of Letters Testamentary filed by James S. Bozik 2 in the Porter Superior Court and separate order admitting to probate the Last Will and Testament of Florian T. Latek (Latek’s Will). Appellants present four issues for our review, which we consolidate and restate as:

1. Do principles of res judicata or full faith and credit apply so as to preclude the probate of Latek’s Will in Indiana?
2. Was sufficient proof submitted to permit Latek’s Will to be admitted to probate in Indiana?
8. Did the trial court abuse its discretion in naming Bozik personal representative of Latek’s Estate?

We affirm.

In 2009, Florian T. Latek owned his family’s thirty-nine acre farm in Porter County, Indiana, but was living in Chicago (Cook County), Illinois, where he also owned real and personal property. On February 20, 2009, Latek enlisted the help of his close friend, Eugene Josef, to assist him in drafting a document that he expressly denominated as his “Will.” 3 Appellants’ Appendix at 111. Latek’s Will disposed of Latek’s Illinois property as well as his real property located in Indiana. According to Josef, Latek made four identical copies of this document. Latek signed all four copies. In his purported will, Latek acknowledged that he should get the document notarized, but explained that he did not trust notaries and that he was instead including his Army Serial number, which he hoped would be “good for any legal matters.” Id. Latek had some of the copies of his purported will witnessed by third parties, but at least one copy was not witnessed. Latek mailed the signed copies of his purported will to persons or entities named therein, and also put an unwitnessed copy behind a safe located on the family farm in Porter County, Indiana. Latek died on April 4, 2009.

Illinois Proceedings: Believing Latek died without a will, the Illinois Public Administrator became involved in the handling of Latek’s Estate. The Illinois Public Administrator contacted Attorney Bozik and requested information about Latek’s assets. Attorney Bozik had not seen a copy of Latek’s Will and was, at that time, unaware that such existed. Attorney Bo-zik therefore cooperated with the Illinois *196 Public Administrator as he began to handle what was believed to be an intestate estate.

On August 17, 2009, the St. Paul’s Senior Center received a letter from Josef in which Josef indicated that he was now living in Poland, but had recently returned to Chicago and learned that Latek had passed away. Josef indicated that he had helped Latek draft his will and inquired of St. Paul’s as to whether it had received a copy of Latek’s Will and whether Latek’s wishes as set forth therein had been carried out. As a result of this letter from Josef to St. Paul’s, Bozik became aware that Latek had in fact drafted a document Latek deemed to be his Will and that a copy of the Latek’s Will could be found behind the safe located on the family farm in Indiana.

Bozik sought assistance from the Porter County Sheriffs Office to secure entry into the family farm, where the unwitnessed copy of Latek’s Will was found behind a safe as indicated in Josefs letter. Bozik provided the unwitnessed copy of Latek’s Will to the Illinois Public Administrator, who then deposited Latek’s Will with the Clerk of the Circuit Court, Probate Division, Chicago, Illinois (the Illinois Court), on August 31, 2009. On October 28, 2009, the Illinois Public Administrator filed a Petition for Letters of Administration in the Illinois Court. The Illinois Public Administrator’s position was that Latek’s failure to satisfy Illinois requirements for self-proving a will, which include the requirement that the will be notarized, meant that Latek’s Will was invalid and that Latek’s Estate should proceed intestate. The matter was set for hearing on November 25, 2009 before the Illinois Court.

On October 30, 2009, Bozik deposited with the Illinois Court a document purporting to be Latek’s Will that contained witness signatures. Bozik then attended the November 25 hearing and explained what had happened to date regarding the document purporting to be Latek’s Will. At the conclusion of that hearing, the Illinois Court entered an order giving Bozik sixty days to locate the witnesses to La-tek’s Will and provide a formal Proof of Will. The Illinois Court declared that if Bozik could not locate the witnesses to Latek’s Will, then Latek’s Estate would proceed on an intestate basis.

Because Bozik did not file a Proof of Will within sixty days of the November 25 hearing, the Illinois Court entered an order appointing the Illinois Public Administrator as Representative of Latek’s Intestate Estate on January 28, 2010. Letters of Administration were issued to the Administrator that same day. On May 25, 2010, the Illinois Court entered an order denying probate of Latek’s Will because it failed to conform to Illinois’s self-proving requirements and because the witnesses’ signatures could not be validated by testimony or by a formal attestation clause as required by Illinois law. The administration of Latek’s Estate in Illinois has since proceeded intestate, with Latek’s first cousins, first cousins once removed, and first cousins twice removed to inherit all distributable probate assets having an Illinois situs, i.e., personal property owned by Latek and real property situated in Illinois.

Indiana Proceedings: On December 14, 2009, Bozik filed in the Porter Superior Court (the Indiana Court) a Petition for Appointment of Local Personal Representative along with a copy of the document purporting to be Latek’s Will. Through this petition, Bozik did not seek to have Latek’s Will admitted to probate in Indiana. Rather, Bozik informed the Indiana Court of the sixty-day deadline set by the Illinois Court to prove Latek’s Will and requested only ancillary administra *197 tion, subject to a later request to probate Latek’s Will upon sufficient proof. On December 14, 2009, the Indiana Court entered an order appointing Bozik as local personal representative, but did not admit Latek’s Will to probate. 4

On January 20, the Illinois Public Administrator filed a Petition for Appointment of Local Personal Representative in the Indiana Court, and the petition was set for hearing on May 27, 2010. 5 On May 20, 2010, Bozik filed in the Indiana Court a Petition for Probate of Will and Issuance of Letters Testamentary, seeking probate of Latek’s Will to the extent it dealt with Latek’s real property located in Indiana.

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960 N.E.2d 193, 2012 Ind. App. LEXIS 2, 2012 WL 12246, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-latek-v-ronneau-indctapp-2012.