In re Estate of Agin

2016 IL App (1st) 152362, 57 N.E.3d 675
CourtAppellate Court of Illinois
DecidedJune 30, 2016
Docket1-15-2362
StatusUnpublished
Cited by10 cases

This text of 2016 IL App (1st) 152362 (In re Estate of Agin) 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
In re Estate of Agin, 2016 IL App (1st) 152362, 57 N.E.3d 675 (Ill. Ct. App. 2016).

Opinion

2016 IL App (1st) 152362 No. 1-15-2362 Fifth Division June 30, 2016 ______________________________________________________________________________

IN THE APPELLATE COURT OF ILLINOIS FIRST DISTRICT ______________________________________________________________________________

) In re ESTATE OF STEPHEN MICHAEL AGIN, ) Deceased ) Appeal from the Circuit Court ) of Cook County. (Jessica Agin, Supervised Administrator, ) Petitioner-Appellee, ) No. 2014 P 5937 ) v. ) The Honorable ) James G. Riley, Janice M. Marzovillo, Stephen L. Agin, Cynthia M. ) Judge Presiding. McKennas, and Mary L. Agin, ) Respondents-Appellants). ) ) ______________________________________________________________________________

JUSTICE GORDON delivered the judgment of the court, with opinion. Presiding Justice Reyes and Justice Lampkin concurred in the judgment and opinion.

OPINION

¶1 The instant appeal arises from the probate court’s finding that decedent Stephen Michael

Agin’s fractional interest in a land trust established by his uncle was an asset of decedent’s

estate, rather than passing directly to his children, respondents Janice M. Marzovillo, Stephen

L. Agin, Cynthia M. McKennas, and Mary L. Agin. On appeal, respondents argue that the

probate court erred in its interpretation of the land trust and that, under the terms of the land

trust, decedent’s interest in the trust should have passed directly to his descendants per No. 1-15-2362

stirpes instead of being considered an asset of his estate. For the reasons that follow, we

affirm.

¶2 BACKGROUND

¶3 Decedent Stephen Michael Agin died on April 10, 2014, at age 82, without leaving a will.

Jessica Agin, decedent’s wife, and Stephen L. Agin, one of decedent’s children from a prior

marriage, filed cross-petitions for letters of administration in October 2014, and, on

November 17, 2014, Jessica was named supervised administrator of decedent’s estate. On the

same day, Jessica filed an affidavit of heirship stating that she was decedent’s wife and that

decedent had four children from a prior marriage, all of whom were of legal age and mentally

competent, and the probate court entered an order declaring Jessica and respondents to be

decedent’s only heirs.

¶4 On January 16, 2015, Jessica filed an inventory of the decedent’s estate, which listed as

personal property “Chicago Title Escrow Account 201448039,” with a value of $8052.08. On

February 6, 2015, respondents filed an objection to the inventory, claiming that the funds in

the Chicago Title escrow account were the property of respondents and not an asset of the

estate.

¶5 The objection claimed that on October 10, 2001, decedent’s uncle, Michael Yergovich,

signed a trust agreement naming Chicago Title Land Trust Company (Chicago Title) as

trustee of trust No. 1110232 (the trust), pursuant to which Chicago Title took legal and

equitable title to a single family home in Chicago; the trust agreement was amended on

October 22, 2001, and under the terms of the trust, decedent was to be awarded a 4% interest

in the trust upon Yergovich’s death. Yergovich died on January 5, 2014, prior to the

termination of the trust, and the objection claimed that under the terms of the trust, “a 1/25th

2 No. 1-15-2362

interest in said trust immediately vested in [decedent] and his descendants per stirpes.” The

single family home was sold on November 18, 2014, and decedent’s portion of the proceeds

was placed into the Chicago Title escrow account because Jessica claimed an interest in the

proceeds. The objection claimed that Jessica had been advised by the attorney who

represented Yergovich in connection with the formation of the trust that “it was the intent of

Mr. Yergovich in forming said trust that the 1/25th interest in the proceeds from the sale of

the subject property being held in Chicago Title Escrow Account 201448039 would be

distributed to the per stirpal descendants of [decedent].” As respondents were decedent’s

only per stirpes descendants and Jessica was not a per stirpes descendant, the objection

requested that the probate court find that the funds in the Chicago Title escrow account were

the property of respondents and not an asset of the estate.

¶6 As an exhibit, the objection contained a copy of the trust agreement and its amendment. 1

The trust agreement was dated October 10, 2001, and gave legal and equitable title to the

property to Chicago Title, with Yergovich named as beneficiary and retaining the sole power

of direction. The trust agreement provided, in relevant part:

“The interest of every beneficiary and of any person who may become entitled to

any interest under this trust shall consist only of (1) the power to direct the trustee to

deal with title to the property; (2) the power to manage, possess, use and control the

property; and (3) the right to receive the earnings, avails and proceeds from leases

and other uses and from mortgages, sales and other dispositions of the property. Such

rights and powers shall be personal property and may be assigned as such. On the

1 The February 6, 2015, objection makes reference to an “Exhibit A,” but the exhibit was not initially included with the objection. Respondents later filed “Exhibit A” separately on March 18, 2015.

3 No. 1-15-2362

death of any beneficiary his interest, except as otherwise specifically provided, shall

pass to his executor or administrator and not to his heirs at law. *** The death of any

beneficiary shall not terminate the trust or affect the rights or powers of the trustee or

of the beneficiaries except as provided by law.”

The trust agreement further provided:

“On the written direction of the party or parties *** having the power of direction

the trustee will make deeds for, or deeds conveying directly to a trust Grantee, or

mortgages or trust deeds *** or execute leases or otherwise deal with the title to the

trust property including cash or other assets subject to the trust. The beneficiaries by

written instrument delivered to the trustee may revoke the foregoing power of

direction and designate the person thereafter to exercise the power. Such instrument

shall be signed by all the then beneficiaries.”

¶7 The amendment to the trust 2 was dated October 22, 2001, and provided that “[i]n the

event of death of said Michael Yergovich prior to termination of this trust or prior to other

disposition of his interest hereunder, then all interest of said Michael Yergovich shall

immediately pass and vest, as follows, per stirpes.” The amendment then listed a 20%

interest to each of Yergovich’s four then-living siblings, and a 4% interest to each of five

named nieces and nephews, including decedent. 3

2 The title to the amendment reads, “Amendment to Trust Agreement with LaSalle National Bank under Trust Number 126582 dated August 24, 2000,” which is neither the entity nor the trust number of the Chicago Title trust at issue on appeal. We note that there is nothing in the record explaining this discrepancy. However, both parties used this same document before the probate court as representing an amendment to the trust at issue on appeal. Consequently, we will do the same. 3 According to respondents’ brief, the named nieces and nephews were all the children of a sister who had predeceased Yergovich.

4 No. 1-15-2362

¶8 In response to respondents’ objection, petitioner claimed that the language of the trust

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Bluebook (online)
2016 IL App (1st) 152362, 57 N.E.3d 675, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-agin-illappct-2016.