Grimes v. Saikley

904 N.E.2d 183, 388 Ill. App. 3d 802, 328 Ill. Dec. 421, 2009 Ill. App. LEXIS 103, 2009 WL 678769
CourtAppellate Court of Illinois
DecidedMarch 10, 2009
Docket4-08-0336
StatusPublished
Cited by14 cases

This text of 904 N.E.2d 183 (Grimes v. Saikley) 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
Grimes v. Saikley, 904 N.E.2d 183, 388 Ill. App. 3d 802, 328 Ill. Dec. 421, 2009 Ill. App. LEXIS 103, 2009 WL 678769 (Ill. Ct. App. 2009).

Opinion

JUSTICE MYERSCOUGH

delivered the opinion of the court:

In March 2007, plaintiffs filed a two-count complaint against defendants, Gilbert Saikley, individually and as a member of Saikley, Garrison, Colombo & Barney, LLC; and George Weller, the public administrator of Vermilion County. The trial court granted defendants’ motions to dismiss. In July 2007, plaintiffs filed an amended complaint. Again, defendants filed motions to dismiss and the trial court granted them; the court dismissed the claims against Weller with prejudice. In February 2008, plaintiffs filed a second-amended complaint. In April 2008, the trial court granted defendants’ motions to dismiss. Plaintiffs appeal.

I. BACKGROUND

On March 18, 2005, plaintiffs and defendant George Weller entered into an agreement to close the estate of Clarence Grimes, plaintiffs’ father. The agreement alleged the following facts.

On January 7, 2003, Clarence’s widow, Virginia Grimes, hired attorney Gil Garman to open the estate and represent her as executrix. Later in January 2003, Garman filed a petition to open the estate and the trial court entered an order opening the estate.

On March 24, 2003, plaintiffs filed a petition to terminate the independent administration, and on May 22, 2003, the court entered an order, over German’s objection, terminating independent administration. On May 7, 2003, plaintiffs filed a petition to remove the personal representative. On August 12, 2003, plaintiffs filed a motion to disqualify Garman from serving as legal counsel for the estate due to a variety of conflicts of interest. The court denied the motion in November 2003.

On August 27, 2003, plaintiffs filed their complaint to interpret the will, and on September 12, 2003, Garman filed the estate’s answer. In April 2004, the trial court denied the motion to dismiss the complaint to interpret the will.

On May 19, 2004, plaintiffs filed a petition for emergency citation on the basis that Virginia had been diagnosed with terminal cancer and was unable to serve as executrix of the estate.

The agreement stated that on unknown dates, Virginia, in her personal capacity, took possession of all estate vehicles and converted them to herself personally by changing vehicle titles to her name or allowing family members to use the vehicles without proper reimbursement to the estate. This was done without court authority and before the costs of administration were paid. On May 28, 2004, Virginia converted to herself over $20,000 from a First National Bank of Dan-ville account ($2,097.29) and a First Midwest Bank certificate of deposit ($18,732.71). The agreement stated various members of Virginia’s family assisted/conspired with her in transferring the vehicles and other assets from the estate to Virginia without court authority.

On July 20, 2004, following an evidentiary hearing on the emergency citation, the court removed Virginia as executrix of Clarence’s estate after finding she mismanaged estate assets. The court appointed Weller as “executor to the will annexed.”

Virginia died in August 2004, and in September 2004 her “family members removed and converted to their personal use, every item of personal property situated in the residence which was not attached to the building.”

The agreement set forth how the remaining estate assets would be distributed. Plaintiffs and Weller signed the agreement.

On March 13, 2005, Weller submitted a final report that stated all assets had been distributed as set forth in the agreement to close the estate and asking that Weller be discharged and the estate be closed. Weller also assigned to plaintiffs “all of the [e]state’s interest in any and all claims, demands, and/or causes of action *** which the [e]state may have against any person or entity — with respect to any and all issues.” The court entered an order approving the final report and the agreement to close the estate. Moreover, the court approved an interim accounting and amended final account, both of which were filed on February 28, 2005. The order further ordered Weller be discharged as public administrator serving as successor executor and the estate be closed.

On March 14, 2007, plaintiffs filed a two-count complaint against defendants Weller and Weller’s attorney, Gilbert Saikley, both individually and as a member of Saikley, Garrison, Colombo & Barney, LLC. In April 2007, Weller filed a motion to dismiss, in which he claimed plaintiffs’ claims against him were barred by both sovereign immunity and public-official’s immunity. Saikley and his law firm also filed a motion to strike and dismiss. In June 2007, the trial court granted the motions to dismiss. In July 2007, plaintiffs filed an amended complaint and defendants again filed motions to dismiss. The trial court again granted the motions to dismiss. The court dismissed the claims against Weller with prejudice after concluding the claims against Weller, as public administrator of Vermilion County, must be brought in the Court of Claims as Weller was a state employee. The court also struck the claims against Saikley and the firm but allowed plaintiffs to amend those claims a second time.

On February 22, 2008, plaintiffs filed a two-count second-amended complaint against defendants. Count I of the second-amended complaint alleged negligence against Saikley, Saikley’s firm, and Weller. Plaintiffs’ attorney indicated Weller was named as a defendant in the complaint in order to preserve the claims against him. According to plaintiffs’ brief, this count was brought by plaintiffs in their capacity as assignees.

Count I asserted Saikley had at least three conferences with Gil Garman, who was Virginia’s attorney when she was administratrix of the estate, regarding the estate. Weller had the duty to take such measures as he deemed proper to protect the estate from waste, loss, or embezzlement. Saikley “had to use the same degree of skill and care as an ordinarily careful attorney would exercise under similar circumstances.” The complaint further asserted the primary purpose of the attorney-client relationship between Weller and Saikley was to carry out the instructions of Grimes’s will and to provide legal advice as to the duties required for executors, including proper measures to be taken to protect and secure the estate from waste, loss, or embezzlement for the benefit of the plaintiffs as heirs and legatees of the will. Saikley was aware that Virginia’s family was improperly in possession of real estate and estate personalty located on that real estate. Saikley was also aware that the matter was contentious, with plaintiffs on one side and Virginia’s family on the other. Finally, Saikley was aware no estate inventory had been compiled or filed with the probate court. The complaint alleged Weller and Saikley violated their duty to the estate by one or more of the following negligent acts or omissions:

“a. Defendant Saikley failed to properly advise and instruct George Weller regarding protection and securing of estate property;
b. Defendant Saikley failed to take proper action through court filings to protect and secure estate property;
c.

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Bluebook (online)
904 N.E.2d 183, 388 Ill. App. 3d 802, 328 Ill. Dec. 421, 2009 Ill. App. LEXIS 103, 2009 WL 678769, Counsel Stack Legal Research, https://law.counselstack.com/opinion/grimes-v-saikley-illappct-2009.