First National Bank v. Braun

583 N.E.2d 633, 222 Ill. App. 3d 178, 164 Ill. Dec. 717, 1991 Ill. App. LEXIS 2041
CourtAppellate Court of Illinois
DecidedDecember 6, 1991
DocketNo. 2—91—0149
StatusPublished
Cited by15 cases

This text of 583 N.E.2d 633 (First National Bank v. Braun) 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
First National Bank v. Braun, 583 N.E.2d 633, 222 Ill. App. 3d 178, 164 Ill. Dec. 717, 1991 Ill. App. LEXIS 2041 (Ill. Ct. App. 1991).

Opinion

JUSTICE UNVERZAGT

delivered the opinion of the court:

Susan Braun appeals from the judgment of the circuit court of Lake County denying her claim that certain contractual obligations arising from a marital settlement agreement between her and decedent, Frederick Braun, could be enforced against the estate of decedent.

On appeal, Susan raises five contentions of error: (1) that the trial court erred in denying her claim for unallocated family support; (2) that the trial court erred in denying her claim for reimbursement of medical insurance premiums paid by her on behalf of the minor; (3) that the trial court erred in denying her claim to $50,000 in life insurance proceeds designated for the benefit of the minor; (4) that the trial court erred in denying her claim for payment of expenses associated with the minor’s secondary and college education; and (5) that the trial court erred in denying her claim for reimbursement of attorney fees and costs incurred in providing a defense for the minor, in connection with the charge of murdering Frederick.

Susan and Frederick were married on November 23, 1967. One child, Roger Tracy Braun, was born to the marriage on June 5, 1973. On October 11, 1983, the Brauns were divorced. Incorporated into the judgment for dissolution of marriage was a marital settlement agreement (the agreement).

On December 18, 1988, Frederick was found shot to death. Roger Tracy, Frederick’s minor son, was arrested for the murder and charged as an adult with first degree murder. Roger Tracy pleaded guilty. He was sentenced to 32 years’ imprisonment in the Department of Corrections.

Shortly after the murder of Frederick Braun, petitioners, the First National Bank of Chicago and Gloria Haffer, co-executors of decedent’s will, sought to have the will admitted to probate. A provision of the will provided that if Roger Tracy Braun predeceased Frederick, the bulk of Frederick’s estate would be distributed to the son’s living descendants, or if no living descendants, in equal shares to decedent’s brother, Shepard Braun (amicus curiae in this court to petitioners), and decedent’s former wife, Susan. The will was admitted to probate on January 6, 1989.

On May Í, 1990, petitioners filed in probate court a petition for instructions, requesting the court to enter a declaratory judgment as to certain provisions of Frederick’s will and for instructions as to the disposition of certain assets collected by petitioners. Specifically, petitioners asked the court to declare that because Roger Tracy intentionally and unjustifiably caused the death of Frederick, the minor, for purposes of section 2 — 6 of the Probate Act of 1975 (Probate Act) (Ill. Rev. Stat. 1987, ch. 110½, par. 2 — 6), was deemed to have predeceased Frederick. Petitioners asked the court to authorize them to distribute Frederick’s personal effects and the residue of his estate in equal shares to Shepard and Susan as well as $300,000 in life insurance and accidental death proceeds and more than $24,000 in United States savings bonds.

On May 3, 1990, Susan filed her claim in probate court against Frederick’s estate seeking to enforce certain alleged contractual obligations under the marital settlement agreement. Specifically, Susan sought the costs of Roger Tracy’s secondary education and half of the cost of his college education, unallocated support at $400 per month from December 1, 1988, through June 30, 1990, reimbursement for medical premiums paid by Susan on behalf of Roger Tracy after he had committed the murder, payment of the proceeds of a life insuranee policy on Frederick’s life of which Roger Tracy was the sole beneficiary, and reimbursement of the monies expended by Susan for attorney fees for the minor in the criminal proceeding.1 Susan sought a total of $288,912.41 from the estate.

Shepherd Braun, as cocontingent beneficiary of Frederick’s will, filed objections to Susan’s claims under the agreement and asked the court to dismiss the claims against the estate. Petitioners filed their answers and affirmative defenses to Susan’s claims, asking the court to deny all the claims. Susan filed a reply to Shepard Braun’s objections and a reply to petitioners’ answers and affirmative defenses. At the same time, Susan filed her response to petitioners’ petition for instructions, requesting that the court enter a declaratory judgment declaring that the residue of Frederick’s estate, the life insurance and accidental death proceeds under the policy on Frederick’s life, and the United States savings bonds registered in decedent’s name be distributed in equal shares to Susan and Shepard Braun.

On or about October 15, 1990, the court heard petitioners’ request for instructions. Because Roger Tracy intentionally and unjustifiably caused the death of his father, the court ordered that he was not entitled to receive any property benefit or other interest from his father and was deemed, under section 2 — 6 of the Probate Act (Ill. Rev. Stat. 1987, ch. 110½, par. 2 — 6), to have predeceased Frederick. Petitioners, as co-executors of Frederick’s will, were authorized to distribute the residue of Frederick’s estate in equal shares to Susan and Shepard Braun. Additionally, petitioners were authorized to collect the life insurance and accidental death proceeds and the United States savings bonds and to add them to the residue for distribution as part of the residue.

Subsequently, a hearing was held on Susan’s claims against the estate. Prior to entering its rulings, the court noted that it had considered a stipulation of facts entered into by the parties: the exhibits appended to the stipulation, including the judgment for dissolution, the marital settlement agreement, Frederick’s will, and the mittimus of judgment and sentence related to Roger Tracy, and the pleadings filed by the parties as well as the objections filed by the cocontingent beneficiary, Shepard Braun.

The court further noted that, as to each of her claims, Susan posited that the marital settlement agreement was controlling and that the agreement was for her specific benefit. The court disagreed, stating that the agreement was designed to meet the specific needs of Roger Tracy and not the needs of Susan. Taking this fact into consideration along with the fact that Roger Tracy caused his father’s death, the court stressed that it could not merely consider Susan’s claims in terms of the marital settlement agreement but also must consider them in relation to section 2 — 6 of the Probate Act (Ill. Rev. Stat. 1987, ch. 110½, par. 2 — 6). The court acknowledged that, normally, the obligations of a decedent would survive his death but that “this is not a normal situation.”

The court addressed each of Susan’s claims separately, noting the parties’ opposing positions. The court denied each claim, setting forth the specific reasons for each decision. This appeal followed.

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Bluebook (online)
583 N.E.2d 633, 222 Ill. App. 3d 178, 164 Ill. Dec. 717, 1991 Ill. App. LEXIS 2041, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-national-bank-v-braun-illappct-1991.