In Re Estate of Ersch

195 N.E.2d 149, 29 Ill. 2d 572, 1963 Ill. LEXIS 459
CourtIllinois Supreme Court
DecidedNovember 26, 1963
Docket37471
StatusPublished
Cited by25 cases

This text of 195 N.E.2d 149 (In Re Estate of Ersch) is published on Counsel Stack Legal Research, covering Illinois Supreme Court 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 Ersch, 195 N.E.2d 149, 29 Ill. 2d 572, 1963 Ill. LEXIS 459 (Ill. 1963).

Opinion

Mr. Justice Underwood

delivered the opinion of the court:

This case presents a direct appeal by appellants from a supplemental order finding heirship entered of record in the probate court of Cook County. We agree that a constitutional question is involved, thus giving us jurisdiction.

Rose M. Ersch died intestate September 2, 1955. On September 19, 1955, a declaration of heirship was entered finding John Kanik, decedent’s brother, to be her sole heir. John Kanik subsequently died, and, on December 18, 1959, a supplemental declaration of heirship was entered showing Sonja Wood and Margaret Reichardt, appellants herein, and Walter C. Kanik, all of whom are children of John Kanik, to be the only heirs of Rose M. Ersch.

On June 23, i960, Caesar C. Koenig, appellee herein, and successor to the Polish Consul General at Chicago as attorney-in-fact for certain citizens and residents of the Polish People’s Republic, served and filed notice of a motion “that testimony be taken of Czeslaw F. Koenig for amending proof of heirship in this estate matter in accordance with an affidavit, copy of which is attached herewith, and the original being approved by Judge Robert Jerome Dunne.” This notice directed the parties to appear before “Robert A. Sweeney, Assistant Probate Judge,” for hearing upon the motion. Robert A. Sweeney was a deputy probate clerk apparently serving as a referee under Rule 27 of the Cook County probate court although no order of reference appears. Appellants filed objections to the motion, and hearings were had thereon, at which Caesar Koenig presented testimony of Czeslaw F. Koenig and documentary evidence, all of which was denied admission by deputy clerk Sweeney who suggested that the only competent method of proof was by depositions. September 27, 1961, hearings resumed before the deputy clerk continuing intermittently through April 17, 1962, during which the testimony of Czeslaw Koenig and copies of various foreign birth, death and marriage records were admitted. At the conclusion of this series of hearings, Sweeney stated that “it is the finding of the Court * * * that the petitioner’s request for an amendment to the heirship, per his request, is hereby granted.” There then followed a discussion between the “court” and counsel from which it clearly appears that everyone understood Sweeney to have heard the matter in a capacity similar to a master in chancery or referee, and that the testimony would be transcribed and presented, together with his recommendations and a proposed order, to the probate judge.

On May 7, 1962, an unsigned order was presented to referee Sweeney amending the declaration of heirship by finding that decedent left surviving her a sister, Maria Kanik, entitled to one sixth of the estate; Elzbieta Helena Baganc, a half sister and Robert Franciszek Bemas and Leopold Feliks Bernas, half brothers, each entitled to one sixth; Jan Stanislaw Kanik and Maria Bak, a nephew and niece entitled to one twelfth each; and Walter C. Kanik, Sonja Wood and Margaret Reichardt, nieces and nephews entitled to one eighteenth each. This order was entered of record, apparently upon approval of the referee. The net effect of this order upon appellants is to reduce their share of the estate from one third each to one eighteenth each.

On May 10, appellants Wood and Reichardt presented to the probate judge a petition requesting that he consider the purported order of May 7 as a report of a referee and asking leave to file objections thereto. This was denied. On June 5 the same parties presented to the judge motions to vacate the purported order of May 7, and set the matter for rehearing on grounds of constitutional violations and trial errors. These were referred by the judge to deputy clerk Sweeney under an order of reference entered that day. Counsel for appellants refused to proceed except on the basis of the results of the hearing being presented to the judge as the recommendations of a referee, and the motions were then denied by written order signed on June 6 by Sweeney. On June 15 appellants petitioned the judge to vacate the purported order of June 6; this was denied by-order that day entered and this appeal from the purported orders of May 7 and June 6 and the orders of May 10 and June 15 followed.

Appellants urge that the proceedings constituted an unconstitutional delegation of judicial authority and a deprivation of property without due process. No formal order of reference appears in the record, but it does appear that the parties and Sweeney were initially under the impression that the hearings were being held before him pursuant to Rule 27 “or some similar procedure.” While neither party has incorporated Rule 27 in the record or briefs, and no comment upon its inception or history is made, we may take judicial note of it. (Ill. Rev. Stat. 1961, chap. 51, par. 48b.) In essence it incorporates the provisions of the statute authorizing the appointment of referees by probate courts in counties of the third class. (Ill. Rev. Stat. 1961, chap. 117, par. 5.) The pertinent portion of this paragraph provides a referee so appointed “shall have authority to take testimony in such cause or proceedings and report the same in writing, together with his conclusions of law and fact to the court, and the court shall have power to render and enter a proper judgment order or decree upon such report; provided, either party may except to such report and have his exception heard and determined by the court.” The first sentence of the 4th paragraph of Rule 27 commences: “Whenever a reference is made to a referee to take testimony and report the same with or without his conclusions thereon * * *.” The language used in both the statute and rule clearly limit the referee’s authority to hearing the proceedings and submitting a report thereof “with or without” conclusions and both contemplate an opportunity for objections thereto to be passed upon by the judge.

While we agree that the constitutional questions arising from the procedure followed in this case are sufficient to warrant a direct appeal, we do not deem it essential to decide such questions in order to adequately dispose of the problem presented. It is the established rule of this court that a constitutional question will not be considered if the case can be decided without doing so. People v. Chiafreddo, 381 Ill. 214, 218-9; People ex rel. Novotny v. Jarecki, 372 Ill. 208; People v. Adams, 351 Ill. 79.

No question is here raised as to the validity of the statute authorizing the appointment of referees or of the rule adopted pursuant thereto. When acting within the scope of the statute and rule, the referee is obviously not exceeding constitutional limitations. (Leigh v. Laughlin, 222 Ill. 265.) The gravamen of appellants’ complaint is that the procedural requirements of the statute, and of Rule 27, were not complied with. They correctly contend that the testimony taken by the referee should have been reported to the court, with or without his conclusions, and that the court, after any exceptions of the parties were heard, should have entered such judgment or decree as the judge deemed proper.

In failing to comply with these procedural requirements of the statute and Rule 27, the trial court committed reversible error, and appellants are entitled upon remand- ■ ment, in the event the cause is again referred, to a compliance with the orderly procedure specified by the statute and rule.

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Bluebook (online)
195 N.E.2d 149, 29 Ill. 2d 572, 1963 Ill. LEXIS 459, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-ersch-ill-1963.