In re Estate of Cheng

2020 IL App (1st) 191490-U
Appellate Court of Illinois·Decided April 17, 2020·No. 1-19-1490·Unpublished

Opinion

2020 IL App (1st) 191490-U

SIXTH DIVISION

April 17, 2020

No. 1-19-1490

NOTICE: This order was filed under Supreme Court Rule 23 and may not be cited as precedent by any party except in the limited circumstances allowed under Rule 23(e)(1).

IN THE

APPELLATE COURT OF ILLINOIS FIRST JUDICIAL DISTRICT

In re ESTATE OF DEBORAH CHENG, )

) Appeal from the

(MARY RALEIGH, Guardian Ad Litem, ) Circuit Court of ) Cook County

Petitioner-Appellee, )

)

v. )

) No. 18 P 5685

DEBORAH CHENG, )

)

Defendant-Appellant), )

) Honorable

(Charles P. Golbert, Cook County Public Guardian, as ) Susan Kennedy-Sullivan, Plenary Guardian of the Estate of Deborah Cheng, ) Judge Presiding. Appellee). )

PRESIDING JUSTICE MIKVA delivered the judgment of the court.

Justices Cunningham and Harris concurred in the judgment.

ORDER

¶1 Held: The circuit court’s determination that respondent needed a guardian of the estate was not against the manifest weight of the evidence.

¶2 This appeal stems from the circuit court’s appointment of a guardian of the estate for respondent Deborah Cheng. On appeal, Deborah contends that the circuit court’s finding that she

needed such a guardian was error because (1) the evidence that Deborah suffers from a mental illness was insufficient and lacked a medical basis and (2) the conclusion that Deborah was unable to manage her estate was unsupported by the testimony. For the following reasons, we affirm.

¶3 I. BACKGROUND

¶4 In March 2016, Deborah’s father, Paul Cheng, passed away. In his estate plan, Paul provided for the division of his estate among his four adult children: Maria, Elizabeth, Deborah, and Samuel. Paul’s will was admitted to probate in case No. 16 P 1789. Elizabeth, who was executor of her father’s estate, requested that Deborah’s portion be deposited into a special needs trust so that she would not lose the government benefits that she was receiving. Deborah objected and on January 10, 2018, Mary Raleigh was appointed by the judge overseeing Paul’s estate to serve as guardian ad litem (GAL) for Deborah in that action.

¶5 On August 21, 2018, at the direction of the judge handling the probate of Paul’s estate, Ms. Raleigh filed this case, a petition for the appointment of a guardian of the estate for Deborah. The petition alleged that Deborah had bi-polar and schizoaffective disorders and as a result was unable to manage her estate and financial affairs. In the petition, Ms. Raleigh requested that Deborah be adjudicated a person with a disability and that Charles P. Golbert of the Office of the Cook County Public Guardian (OPG) be appointed guardian of the estate for Deborah. Deborah objected to the petition for guardianship and the circuit court appointed independent counsel to represent her.

¶6 After a settlement conference failed to result in an agreement, the circuit court held a three- day hearing on the petition in February 2019. The GAL first called Kerry Hamill, an attorney with the OPG, who testified that if Deborah was found to be in need of a guardian of her estate, the OPG would accept that appointment and that there was a plan for Deborah’s estate, which included Deborah’s approximately $120,000 inheritance. Ms. Hamill testified that the OPG would set up a

trust so that the inheritance would not jeopardize Deborah’s receipt of government benefits.

¶7 Two of Deborah’s siblings—her brother Samuel Cheng and her twin sister Elizabeth Solomon—also testified at her hearing. Elizabeth testified that Deborah had “a long history of well-established mental health challenges,” that Deborah was “diagnosed as schizophrenic as well as bipolar,” and that “there was no progression that showed that she would ever be cured.” Elizabeth also testified that she “believe[d] strongly” that a special needs trust was “the best way to take care of Deborah, to ensure she gets the care she needs and she’s always in a safe environment.” Elizabeth said that Deborah would be entitled to approximately $165,000 from their father’s estate.

¶8 According to Samuel, Deborah graduated with a degree in industrial engineering from Northwestern University, then worked in Virginia near Washington, D.C., from 1996 until 2007. In 2007, Samuel said their oldest sister, Maria, was concerned about Deborah’s health and went to visit Deborah. After the visit, Samuel learned that Deborah’s living conditions were “not ideal”: she had “saran-wrapped” her stove and countertops, she had no furniture beyond a table, and she slept in a sleeping bag with a comforter on the floor. Samuel explained that in the past, that was how the Cheng siblings had slept when they came home from college, as their parents had disposed of all their furniture.

¶9 Maria persuaded Deborah to return to Chicago with her. Once there, Deborah was admitted to the Tinley Park Mental Health Center (Tinley Park Center)—her first hospitalization. When Deborah was discharged from the Tinley Park Center, she moved in with her stepmother Alice, who was a nurse. While she lived with Alice, Deborah got a job working in a library.

¶ 10 In 2008, Deborah moved into her own apartment because she said she did not feel “normal” at Alice’s house. Deborah spent $6000 to purchase new furniture for her home. Samuel described

this behavior as Deborah’s attempt to show “this is me, I’m normal now because this is what everybody has. They have their own place, they have their own furniture.” Samuel also testified that at some point after her first hospitalization, Deborah canceled her social security disability benefits.

¶ 11 Samuel further testified that in the fall of 2008, he picked up Deborah for Thanksgiving dinner at Alice’s house. At dinner, Deborah said she was thinking about moving back to Virginia. Samuel tried to convince Deborah that this was not a good idea, but she was “adamant.” Deborah stormed out of the house and sat on the curb, and “in desperation, [Samuel] called the police.” When the police approached Deborah, she “reacted violently,” which ultimately resulted in the police taking her to undergo a psychiatric evaluation. After the evaluation was completed at a hospital, when trying to figure out where Deborah could go, Deborah mentioned that she had previously been at the Tinley Park Center, “[s]o they took her there” for her second hospitalization.

¶ 12 In late 2009, a judge ruled that Deborah could leave the Tinley Park Center but required as a condition of her release that she stay at a group home for 90 days before returning to her normal life. When Deborah moved into the group home, Samuel made two visits to check on her. On his third visit, however, he learned that Deborah had left and moved back to Virginia.

¶ 13 In 2009, Deborah paid $68,000 to the Tinley Park Center for her stay there. Deborah explained to Samuel that she wanted to pay it back because “then it can be—my medical record can be expunged, and I can look normal. I could be normal.” Elizabeth discussed the $68,000 payment with Deborah as well, and said that Deborah “was adamant she was not mentally ill; she needed to expunge her records because this was bad for her record, and she will never be able to get a job if this was on her permanent record. She felt that if she paid it back it w[ould] be expunged.” Deborah also contacted attorneys to get her record “expunged.”

¶ 14 Then in 2011, Deborah returned $42,000 to social security for her social security disability benefits. Elizabeth testified that Deborah again “claimed she was not ill. She was not mentally ill. The doctors had it all wrong. Every physician should be fired for saying she is mentally ill because she is not. She needed to expunge her medical records; and if she did not, she could not find other employment.” Although Deborah paid back $42,000 to social security, she did not pay back all of benefits she received “because then she ran out of money.”

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