In re Estate of Frantz

2022 IL App (4th) 210596-U
CourtAppellate Court of Illinois
DecidedJune 7, 2022
Docket4-21-0596
StatusUnpublished

This text of 2022 IL App (4th) 210596-U (In re Estate of Frantz) 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 Frantz, 2022 IL App (4th) 210596-U (Ill. Ct. App. 2022).

Opinion

NOTICE This Order was filed under 2022 IL App (4th) 210596-U FILED June 2, 2022 Supreme Court Rule 23 and is Carla Bender not precedent except in the NO. 4-21-0596 4th District Appellate limited circumstances allowed Court, IL under Rule 23(e)(1). IN THE APPELLATE COURT

OF ILLINOIS

FOURTH DISTRICT

In re Estate of H. PATRICIA FRANTZ, ) Appeal from the Deceased ) Circuit Court of ) Livingston County (Bryan Frantz, ) No. 19P66 Petitioner-Appellant, ) v. ) Honorable John Trainor, ) Carla E. Barnes, Respondent-Appellee). ) Judge Presiding.

JUSTICE HARRIS delivered the judgment of the court. Justices Turner and Steigmann concurred in the judgment.

ORDER ¶1 Held: The appellate court affirmed, holding that:

(1) The trial court had subject-matter jurisdiction at the time it entered orders awarding attorney fees to the claimant and granting the claimant’s “Motion for Setting Aside of Deed and Sale of Real Estate”;

(2) The appellant forfeited his claims concerning the applicability of the doctrines of laches and judicial estoppel by failing to set forth coherent arguments in support of these claims;

(3) The appellant forfeited his claims that the trial court violated his right to due process in various ways by failing to present adequate argument or citation to relevant authority in support of these claims; and

(4) The alleged violations of the Code of Judicial Conduct and the Illinois Rules of Professional Conduct identified by the appellant were not properly before the court on appeal. ¶2 The instant case concerns a claim filed against the estate of the decedent, F.

Patricia Frantz, by John Trainor pursuant to a promissory note and mortgage executed by the

decedent. Trainor opened the decedent’s estate and eventually filed a “Motion for Setting Aside

of Deed and Sale of Real Estate,” which requested that the court find that a deed the decedent

executed before her death purportedly conveying the property covered by the mortgage to a trust

did not effectively transfer title to the property. Trainor also requested that the court order the

parcel be sold to pay his debt. The court granted the motion and awarded Trainor attorney fees in

the amount of $6275.

¶3 Bryan Frantz, one of the decedent’s heirs, appeals as a self-represented litigant.

Trainor has not filed an appellee brief. Bryan argues as follows: (1) “755 ILCS 5/18-4 when used

creates Estoppel and Latches [sic] within the probate case”; (2) the right to due process of the

decedent and her heirs was violated in several ways; and (3) the trial court and Trainor’s counsel

engaged in improper procedures and bad-faith conduct in violation of professional rules. We

affirm.

¶4 I. BACKGROUND

¶5 On August 22, 2019, Trainor, a creditor of the decedent, filed a petition for letters

of administration concerning the estate of the decedent. Barbara Frantz and Bryan Frantz, two of

the decedent’s children, entered appearances in the matter as self-represented litigants. A will

executed by the decedent was admitted to probate, and Barbara was appointed as executor. The

trial court entered an order declaring heirship, finding that Barbara, Bryan, Kay Chew, Carol

Cozby, and Bruce Frantz were heirs of the decedent.

¶6 On September 16, 2019, Trainor filed a claim against the estate in the amount of

$47,151.42. Trainor alleged that he held a mortgage against certain property of the decedent in

-2- the principal amount of $112,069.92 plus interest. Trainor alleged that the mortgage had been

signed on April 23, 2004, and recorded on April 26, 2004.

¶7 On June 3, 2020, Trainor filed a petition seeking to remove Barbara as executor

due to her alleged failure to provide an accounting or expediently pay the debts of the estate.

Barbara resigned as executor. On July 28, 2020, the trial court appointed Chew as independent

administrator. Chew was represented by attorney William Bertram.

¶8 On November 20, 2020, Trainor filed a “Motion for Setting Aside of Deed and

Sale of Real Estate.” In the motion, Trainor alleged that the decedent owned a certain parcel of

real estate and that she signed a note and mortgage to his benefit on April 23, 2004. The motion

alleged that the decedent signed a deed (the deed) on September 18, 2013, which purported to

transfer the parcel to the H. Patricia Frantz Trust (the trust), a revocable trust. The motion stated

that the deed was not filed with the county recorder until several months after the decedent’s

death. The motion requested that the court find the deed to be invalid on the basis that the

decedent’s failure to file the deed during her lifetime constituted a lack of delivery. Trainor

further argued that the decedent, as trustee of the trust, failed to accept the deed in writing as

required by statute. The motion requested that the court order the parcel be sold to satisfy

Trainor’s claim against the estate. The motion also requested “such other and further relief as

may be deemed just.”

¶9 Trainor attached copies of the mortgage and the deed to the motion. He also

attached a copy of a “Promissory Note and Agreement” (the note) executed by the decedent on

the same day as the mortgage. The note contained provisions for acceleration in the event of

default. The note also stated if a party defaulted or failed to comply with the terms of the note,

-3- that party was to pay reasonable costs and attorney fees of the other party if the other party

incurred such expenses in enforcing the terms of the note.

¶ 10 On December 8, 2020, the estate filed a response to Trainor’s claim, in which it

admitted that Trainor held a mortgage on the property described in the claim, the original

principal balance was $112,069.92, the mortgage contained a term imposing interest on the

principal balance, and Trainor had correctly stated the dates the mortgage was executed and

recorded. The estate otherwise denied the allegations in Trainor’s claim.

¶ 11 On January 21, 2021, the estate filed a response to Trainor’s “Motion for Setting

Aside of Deed and Sale of Real Estate.” The estate asserted that the deed was properly delivered

and effectively transferred the real estate it described to the trust. The estate also argued that

Trainor was not entitled to attorney fees under the mortgage or the note because he had not given

the decedent or her heirs notice of acceleration pursuant to the terms of the note.

¶ 12 On January 22, 2021, Barbara filed a “Motion to Dismiss Motion for Setting

Aside of Deed and Sale of Real Estate.” In the motion, Barbara alleged that the deed conveyed a

parcel of land that included both the property secured by the mortgage as well as other property

that was not encumbered by the mortgage. Barbara alleged that, in the claim he filed in the

probate proceedings, Trainor had only sought payment of $47,151.42 plus interest and had not

requested attorney fees or any other relief. She alleged that the time had passed for filing new

claims against the estate. Barbara further alleged that Trainor lacked standing as a creditor

because he had received payment of the full amount he sought in his claim against the estate.

Barbara argued that the deed effectively transferred the property it covered to the trust such that

the property did not belong to the decedent’s estate.

-4- ¶ 13 On February 3, 2021, Trainor filed a response to Barbara’s motion to dismiss,

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Bluebook (online)
2022 IL App (4th) 210596-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-frantz-illappct-2022.