In re Estate of Fritz

2025 IL App (3d) 240031-U
CourtAppellate Court of Illinois
DecidedOctober 30, 2025
Docket3-24-0031
StatusUnpublished

This text of 2025 IL App (3d) 240031-U (In re Estate of Fritz) 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 Fritz, 2025 IL App (3d) 240031-U (Ill. Ct. App. 2025).

Opinion

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).

2025 IL App (3d) 240031-U

Order filed October 30, 2025 ____________________________________________________________________________

IN THE

APPELLATE COURT OF ILLINOIS

THIRD DISTRICT

In re ESTATE OF HERMAN J. FRITZ ) Appeal from the Circuit Court ) of the 12th Judicial Circuit, ) Will County, Illinois, ) ) Appeal No. 3-24-0031 ) Circuit No. 15-P-540 ) (Vincent Fazio and Natale Fazio, Petitioners- ) Honorable Appellants, v. Kristi Hartz, Respondent- ) Matthew G. Bertani Appellee). ) Judge, Presiding.

____________________________________________________________________________

JUSTICE DAVENPORT delivered the judgment of the court. Presiding Justice Brennan and Justice Peterson concurred in the judgment. ____________________________________________________________________________

ORDER

¶1 Held: The circuit court properly ordered successor cotrustees to convey to respondent an undivided one-half interest in a farm pursuant to a settlement agreement reached in a separate action. Affirmed.

¶2 This appeal involves a dispute between petitioners, Vincent Fazio and Natale Fazio, and

respondent, Kristi Hartz, over an undivided one-half interest in six parcels of farmland in Plainfield

(the Plainfield farm), which was held in a revocable trust (Trust). The circuit court determined Hartz was entitled to the undivided one-half interest and ordered the successor cotrustees to deliver

a deed accordingly.

¶3 The Fazios appeal. We affirm.

¶4 I. BACKGROUND

¶5 A. The Plainfield Farm

¶6 The Plainfield farm consists of six parcels, totaling approximately 229 acres. Decedent,

Herman J. Fritz, and his sister, Melitha Kramer (Melitha), each owned undivided one-half interests

in the Plainfield farm. By 2011, however, Herman’s interest was held by the Trust and Melitha’s

interest was held by Kramer Properties, LLC.

¶7 B. Herman’s Trust and Will

¶8 Herman created the Trust in 1992. He restated and amended the Trust in October 2010. 1

Herman named himself the trustee and the Trust’s lifetime beneficiary, and he reserved the right

to amend and revoke the Trust. He named as his successor cotrustees Hartz (his niece and Melitha’s

daughter) and First Midwest Bank, who was later succeeded in interest by Old National Bank

(ONB). Herman conveyed to the Trust, among other assets, his undivided one-half interest in the

Plainfield farm, in two separate conveyances: in 1993, he deeded to the Trust an undivided one-

third interest and, in 2000, he deeded his remaining undivided one-sixth interest. (One-third plus

one-sixth equals one-half.)

¶9 Article 7(C) of the Trust governed the disposition of the Trust’s undivided one-half interest

in the Plainfield farm upon Herman’s death:

“C. I give [Hartz] my undivided one-half interest in the following real estate:

1 Herman again amended the Trust in 2013, but that amendment did not affect the provisions that are relevant to this appeal. 2 ***

(2) Approximately 229 acres, more or less, located in Plainfield Township,

Will County, Illinois ***.

Upon the death of [Hartz], or upon my death if she does not survive me, I give such

real estate to Vincent Fazio and Natale Fazio, or if one of them does not survive me, to the

survivor of them.”

¶ 10 Under Article 11.13 of the Trust, the trustee was given the power “[t]o litigate,

compromise, settle, or abandon any claim or demand in favor of or against the trust.”

¶ 11 In October 2010, Herman executed a pour-over will, gifting his residuary estate to the Trust

upon his death. He appointed Hartz as the executor of his estate.

¶ 12 C. The Action to Partition the Plainfield Farm

¶ 13 In 2011, Kramer Properties, LLC, sought a partition of the Plainfield farm and an

accounting. 2 The complaint named Herman as a defendant both in his individual capacity and in

his capacity as trustee. Exhibit A to the amended complaint included a legal description of the

property Kramer Properties sought to partition. The legal description identified the property at

issue as “an undivided two-twelfths interest” in the Plainfield farm. The case was docketed as Will

County case No. 11-CH-5287. We will refer to this action as the chancery case.

¶ 14 After a January 2014 pretrial settlement conference, Kramer Properties and Herman

reached an oral settlement agreement. In May 2014, Kramer Properties moved to enforce the

settlement, alleging Herman had refused to execute a written settlement agreement and comply

with most of the settlement terms. In July 2014, the court held a pretrial conference on the motion

2 The complaint was initially brought by both Melitha and Kramer Properties, LLC, but the complaint was later amended to remove Melitha as a plaintiff. 3 to enforce and, at its conclusion, entered an order that attached a proposed order that memorialized

the settlement’s terms. The order directed both parties to appear on August 13, 2014, and warned

that if Herman failed to appear, the proposed order would “be entered as the court’s order on the

motion to enforce.” In addition, the order stated that if either party appeared and contested the

proposed order’s entry, “an evidentiary hearing w[ould] be held *** as to whether the order shall

be entered.”

¶ 15 Herman did not appear on August 13, 2014. According to the court’s order from that date,

Herman had “previously advised the court that he does not desire to be in court further.” Thus, the

court entered the proposed order that was attached to its July 2014 order. The order stated, in

pertinent part, that “[t]he real property legally described on Exhibit ‘A’ to the complaint, shall,

upon the passing of Herman Fritz, be irrevocably given to [Hartz], and Herman Fritz, individually

and as Trustee [of the Trust] shall indemnify and hold said legatee harmless from any claims for

federal estate taxes therein.” In addition, the order stated, “the Court will retain jurisdiction for the

purpose of enforcing the terms of the settlement agreement.” The court’s docket entry from that

date stated, “Case dismissed pursuant to settlement agreement.” 3 We will refer to the court’s

August 2014 order as the settlement order.

¶ 16 D. Herman’s Will is Admitted to Probate

¶ 17 Herman died on July 10, 2015. Per the Trust’s terms, Hartz and First Midwest Bank

succeeded Herman as cotrustees of the Trust. See 760 ILCS 3/704(a)(5) (West 2020) (a trustee’s

death results in a trusteeship vacancy); id. § 704(c)(1) (first priority to fill a trusteeship vacancy

3 We may take judicial notice of the docket entry. See Asher Farm Limited Partnership v. Wolsfeld, 2022 IL App (2d) 220072, ¶¶ 31-32 (sua sponte taking judicial notice of the circuit court clerk’s online records). 4 belongs to the successor trustee named in a trust); see also id. § 1506(1) (the Trust Code applies to

“all trusts created before, on, or after its effective date”).

¶ 18 On July 22, 2015, Hartz petitioned to probate Herman’s will. On July 23, Melitha filed an

appearance as “Heir, Creditor, and Interested Party.” The court granted Hartz’s petition, admitted

the will to probate, and issued letters of office to Hartz. Notice of the estate’s opening was

published on August 6, August 13, and August 20, 2015. The notice stated that any claims against

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2025 IL App (3d) 240031-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-fritz-illappct-2025.