In Re Estate of Byrd

592 N.E.2d 259, 227 Ill. App. 3d 632, 169 Ill. Dec. 772, 1992 Ill. App. LEXIS 408
CourtAppellate Court of Illinois
DecidedMarch 20, 1992
Docket1-90-0645
StatusPublished
Cited by8 cases

This text of 592 N.E.2d 259 (In Re Estate of Byrd) 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 Byrd, 592 N.E.2d 259, 227 Ill. App. 3d 632, 169 Ill. Dec. 772, 1992 Ill. App. LEXIS 408 (Ill. Ct. App. 1992).

Opinion

PRESIDING JUSTICE EGAN

delivered the opinion of the court:

Allen Jackson (Jackson) is the first cousin of Lawrence Byrd (Byrd); Gladys Jackson is his wife; they were tenants in Byrd’s building. Norma Brandon (Brandon) is the daughter of Lawrence Byrd. Allen Jackson and Norma Brandon separately petitioned to be named the guardian of the estate and person of Lawrence Byrd. After a trial, the judge granted Jackson’s petition and denied Brandon’s petition, but granted the petitions of Brandon’s attorneys for fees. Jackson appeals from the order granting fees. Brandon does not appeal from the orders granting Jackson’s petition and denying her petition.

On February 2, 1989, Mozelle Byrd, the mother of Lawrence Byrd, died. Ill will developed between the Jacksons and Brandon; they had been friendly before. Around the middle of February, Gladys Jackson drove Byrd to First National Bank of Chicago, where Byrd placed Gladys’ name on his bank accounts.

On April 16, Byrd signed a quitclaim deed to his property at 7828 South Prairie in Chicago naming Brandon as grantee. Brandon, who was bom out of wedlock, explained that her father felt remorseful about not having done more for her while she was growing up. She also explained that she and her father thought that he was merely placing her name on the property when he signed the deed.

On May 8, Gladys Jackson went to the First National Bank and removed approximately $150,000 from one of Byrd’s accounts on which she had had her name placed; she closed Byrd’s account and placed the money in an account which she held jointly with her husband. Allen Jackson testified that he did not know that she had not placed Byrd’s name on the joint account. Gladys Jackson testified that she understood the money to be hers to do with as she pleased.

On May 9, Byrd, accompanied by Brandon, went to the First National Bank of Chicago and discovered that Gladys Jackson had closed his account of approximately $150,000. While at the bank, Norma Brandon removed Gladys Jackson’s name from Byrd’s remaining accounts and placed her own name on the accounts. The following day Allen and Gladys Jackson took Byrd to see Dr. Vergara, who later provided the court with a report which alleged that Byrd was mentally incompetent. On May 12, Byrd, accompanied by Brandon, retained attorney Elliott Muse to file a petition in the chancery division of the circuit court naming the Jacksons as defendants seeking the return of the $150,000. On May 13, Brandon and Byrd went to the law office of attorney Vaughn Barber, accompanied by Byrd’s cousin, Luther Townsley. Byrd signed a document giving Brandon his power of attorney. On May 16, a judge of the chancery division of the circuit court entered a temporary restraining order against First National Bank of Chicago and the Jacksons to prevent the Jacksons from using or disposing of Byrd’s money.

On May 23, Allen Jackson filed a petition in the probate division of the circuit court asking that he be named guardian of Byrd’s estate and person; the court appointed Mark Schwartzman to be Byrd’s guardian ad litem. The following day Schwartzman informed Byrd and Brandon that a hearing was scheduled for May 25 in the probate division of the circuit court. Brandon and Byrd immediately contacted Carol Johnson and retained her to represent Byrd and to oppose the appointment of a guardian or, if guardianship was unavoidable, to represent Brandon in an attempt to have her appointed as guardian of his person and estate. Carol Johnson was paid a retainer fee of $1,000.

Johnson appeared at the hearing on May 25. The judge of the probate division was informed of the pending chancery case which had been filed to prevent the Jacksons from disposing of Byrd’s $150,000. The judge entered an agreed order restraining everyone from withdrawing any funds from any of Byrd’s accounts at First National Bank and Continental Bank. The judge also restrained Brandon from using the power of attorney or the deed to the property at 7828 South Prairie. The case was continued to June 29,1989.

After the hearing on May 25, Carol Johnson asked Brandon to take Byrd to a doctor to be examined for mental competency. Dr. Hoyland Ricks examined Byrd and diagnosed him as having a mild case of senility. Johnson then consulted with Dr. Samuel Johnson, who, based on the diagnosis given by Ricks, stated that Byrd would likely become incompetent within the next three to six months.

On June 29, an agreed order was entered adjudicating Byrd disabled. Brandon testified that she had taken a leave of absence from her job so that she could care for her father, as she had done the previous year when her mother became ill. The judge allowed Byrd to continue staying with her. The judge also allowed Brandon to receive, but to account for, Byrd’s personal pension checks totalling $1,809 per month.

On July 31, Jackson filed a petition for a rule to show cause which alleged that Brandon, unknown to her attorneys, had used Byrd’s bank accounts in Continental Bank.

On August 7, Brandon testified that she was unaware of any accounts which Byrd had at Continental Bank until a few days following the June 29 court date when Byrd was adjudicated disabled. She said that at that time, Byrd, knowing that Brandon was in need of money and knowing that she owed money to friends from whom she had borrowed during her mother’s illness, told her about accounts which he had at Continental Bank and suggested that she use some of that money to pay her bills and to repay her loans. Byrd and his cousin Townsley accompanied her to the bank. She testified that she believed that “disabled” meant that a person was unable to make decisions or give directions when that person was incoherent.

Brandon testified that she used Byrd’s car for personal reasons, used his funds to repair the car even though he did not drive, closed an account of Byrd’s containing $16,000 and put her name on the account. She also used Byrd’s funds to pay $2,250 of her attorney fees, parking tickets, rent, telephone bills, gas bills, electric bills, her daughter’s tuition at a private school and a beauty shop bill; she also made church donations with his funds.

On December 19, the judge entered an order naming Allen Jackson guardian of the estate and person of Byrd; he denied the counter-petition of Brandon to be named guardian; he also restrained Brandon from affecting any of Byrd’s assets.

On January 22, 1990, Elliott Muse filed a petition for fees, and Carol Johnson filed a petition for fees on January 31, 1990. On February 16, an agreed order was entered in which Brandon agreed to pay $4,500 to the estate to cover her own indebtedness. She did not admit to any wrongdoing, and the judge made no specific finding of wrongdoing. On February 28, the judge entered an order awarding Elliott Muse fees in the amount of $5,937 and Carol Johnson fees in the amount of $10,920. The order also recited that the fees should be paid by Byrd’s estate.

It is necessary to set forth the issues as the parties presented them to the trial judge and as they have presented them to us. Both Muse and Johnson filed verified petitions for fees. Muse alleged that he had been retained by Byrd and Brandon on May 12, and had performed services in the actions filed in the chancery and probate divisions.

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Cite This Page — Counsel Stack

Bluebook (online)
592 N.E.2d 259, 227 Ill. App. 3d 632, 169 Ill. Dec. 772, 1992 Ill. App. LEXIS 408, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-byrd-illappct-1992.