In re Estate of Barabasz

2023 IL App (1st) 221260-U
CourtAppellate Court of Illinois
DecidedAugust 30, 2023
Docket1-22-1260
StatusUnpublished
Cited by1 cases

This text of 2023 IL App (1st) 221260-U (In re Estate of Barabasz) 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 Barabasz, 2023 IL App (1st) 221260-U (Ill. Ct. App. 2023).

Opinion

2023 IL App (1st) 221260-U No. 1-22-1260 Order filed August 30, 2023 Third Division

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1). ______________________________________________________________________________ IN THE APPELLATE COURT OF ILLINOIS FIRST DISTRICT ______________________________________________________________________________ In re ESTATE OF MARIA BARABASZ, an alleged ) disabled person, ) ) Appeal from the (JOE BARABASZ and OLGA SKORA, ) Circuit Court of ) Cook County. Petitioners-Appellants, ) ) No. 21 P 7765 v. ) ) Honorable MARIA BARABASZ and NATALIE BLACHUT, ) Aicha Marie MacCarthy, ) Judge, presiding. Respondents-Appellees.) )

JUSTICE R. VAN TINE delivered the judgment of the court. Presiding Justice McBride and Justice D. B. Walker concurred in the judgment.

ORDER

¶1 Held: We reverse the trial court’s judgment granting respondent’s motion to dismiss the petition for guardianship and remand for further proceedings because (1) the lack of a physician’s report finding that the subject of the petition was disabled did not warrant dismissal pursuant to section 2-615; (2) the record is insufficient to conduct the burden-shifting and rebuttal analysis that section 2-619(a)(9) requires; and (3) the court violated petitioners’ right to procedural due process by dismissing the petition at a status hearing 16 days before petitioners’ response to the motion was due. No. 1-22-1260

¶2 Two of Maria Barabasz’s adult children, Joe Barabasz and Olga Skora, filed a petition

seeking appointment as their mother’s guardians due to her allegedly diminished capacity. The

trial court granted a motion to dismiss that Maria and her daughter, Natalie Blachut, filed pursuant

to sections 2-615 and 2-619 of the Code of Civil Procedure (735 ILCS 5/2-615, 2-619 (West

2020)). On appeal, petitioners challenge the dismissal on the merits. Petitioners also contend that,

by granting the motion to dismiss at a status hearing 16 days before their response was due, the

trial court violated their right to procedural due process and Cook County Circuit Rule 2.1(d)

(Cook Co. Cir. Ct. R. 2.1(d) (Aug. 21, 2000)). For the following reasons, we reverse and remand.

¶3 I. BACKGROUND

¶4 Maria Barabasz is a 94-year-old woman who lives in Niles, Illinois. Maria has five living

adult children: Joe Barabasz, Olga Skora, Eugene Barabasz, Natalie Blachut, and Halina Decker.

After her husband’s death in 2013, Maria granted Natalie power of attorney for property and health

care decisions. 1

¶5 A. Petition for Guardianship

¶6 On October 29, 2021, Joe and Olga filed a petition seeking appointment as Maria’s

guardians, alleging that she was disabled due to her diminished capacity and was unable to manage

her financial affairs. Petitioners also requested an independent medical evaluation (IME) of Maria

pursuant to section 11a-9 of the Illinois Probate Act of 1975 (755 ILCS 5/11a-9 (West 2020)).

Petitioners alleged that Maria suffers from dementia and that, in July 2021, they discovered that

her living conditions and nutrition were inadequate. Petitioners also alleged that, beginning in

1 The parties appear to agree that only Natalie has power of attorney for Maria. Maria’s 2007 will, which is included in the record on appeal, named Joe, Natalie, and Olga as her personal representatives, in that order.

-2- No. 1-22-1260

August 2021, Natalie took “steps to isolate Maria *** from the rest of the family” and refused to

address her inadequate living conditions and nutrition.

¶7 The trial court appointed Alice Borzym guardian ad litem (GAL). The GAL met with Maria

on December 29, 2021. At a hearing on January 3, 2022, the GAL informed the court that Maria

“does not suffer from dementia,” but “there might be a need for some form of guardianship.” The

court allowed the GAL additional time to meet with Maria again and file a written report.

¶8 B. First Motion to Dismiss

¶9 On January 4, 2022, respondents filed a section 2-619 motion to dismiss the petition for

guardianship. 2 Respondents argued that (1) Maria did not need a guardian because Natalie had

power of attorney to make decisions for her, if necessary; (2) the GAL reported that Maria did not

suffer from dementia; and (3) Maria’s physician, Dr. Andrey Lev, opined that she was fully

functional, had excellent living conditions, and did not need a guardian. 3

¶ 10 The GAL filed her initial report on January 31, 2022. The GAL indicated that conflicts

between Maria’s children were causing her stress, particularly Natalie’s claims that Joe was going

to remove Maria from her home. The GAL alleged that Maria appeared unkempt and that her home

was dirty. In addition, the GAL was concerned by a letter from Dr. Lev stating that Maria had

suffered a “worsening” of some unspecified medical condition. The GAL recommended that a

guardian be appointed for Maria and her estate, and that a live-in caregiver assist her with daily

activities.

2 Strictly speaking, the first motion to dismiss is not at issue in this appeal. However, the procedural history of that motion and the facts that its briefing revealed are necessary to understand the second motion to dismiss, which is at issue. 3 The parties and the record variously refer to Maria’s physician as Dr. Lev and Dr. Lev- Weissberg. His own affidavit uses Dr. Lev, so that is how we will refer to him.

-3- No. 1-22-1260

¶ 11 On February 28, 2022, petitioners filed their response to the first motion to dismiss. They

argued that Natalie’s power of attorney did not eliminate the need for a guardian because,

according to the GAL, Natalie could not keep Maria or her home adequately clean. Petitioners also

argued that Dr. Lev’s opinion was insufficient to establish that Maria did not need a guardian, and

that his letter that her condition was “worsening” demonstrated the need for an IME.

¶ 12 On March 14 and 31, 2022, respondents filed two versions of a reply in support of their

first motion to dismiss. Attached to the March 14 reply is Dr. Lev’s report, which stated that he

examined Maria on September 15, 2021. Dr. Lev, an internal medicine specialist, reported that

Maria was a 92-year-old “fully functional woman” who was “very happy with her living conditions

and her access to family.” Natalie helped her with cooking, cleaning, and transportation, and

Maria’s living conditions were excellent. Dr. Lev concluded that Maria did not require a guardian.

The record also contains a letter from Dr. Lev dated December 20, 2021, which stated that Maria

was being “treated for a worsening of her medical condition,” but did not specify what that

condition was or how it was worsening. Attached to respondents’ March 31 reply is the report of

Dr. Ann Walczynski. Dr. Walczynski, a board certified psychiatrist, concluded that Maria was

“totally capable of making personal and financial decisions” and did not need a guardian.

¶ 13 On May 10, 2022, the trial court ordered Maria to undergo an IME performed by Dr.

Geoffrey Shaw, a board certified geriatric psychiatrist. Dr. Shaw conducted the IME on May 20,

2022. Dr. Shaw’s report stated that he “could find no indication that [Maria] has any

condition/conditions that impair her executive functioning or impair her capacity to make her own

decisions.” He concluded that “she retains testamentary capacity.

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