In Re Estate of Goodlett

588 N.E.2d 367, 225 Ill. App. 3d 581, 167 Ill. Dec. 726, 1992 WL 24885, 1992 Ill. App. LEXIS 198
CourtAppellate Court of Illinois
DecidedFebruary 14, 1992
Docket2-91-0153, 2-91-0322 cons.
StatusPublished
Cited by23 cases

This text of 588 N.E.2d 367 (In Re Estate of Goodlett) 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 Goodlett, 588 N.E.2d 367, 225 Ill. App. 3d 581, 167 Ill. Dec. 726, 1992 WL 24885, 1992 Ill. App. LEXIS 198 (Ill. Ct. App. 1992).

Opinion

JUSTICE UNVERZAGT

delivered the opinion of the court:

Walter James, Jr., executor of the estate of decedent Frank Goodlett, appeals from the judgment of the circuit court of Lake County granting Frank’s widow, Ann Goodlett, her statutory share of Frank’s estate. Ann Goodlett appeals from the lower court’s order finding that she was not entitled to a surviving spouse’s award. As both appeals arose from the same cause in the lower court, we have consolidated the two cases for purposes of appeal.

On March 19, 1980, Frank executed a will leaving his entire estate to his former wife, Lillian M. Goodlett, or, if she did not survive him, to her son, Walter James, Jr. (James). Lillian died in January 1984.

On July 4, 1985, Frank married Ann Kent in Waukegan. At the time of their marriage Frank was 82 years of age and suffering from kidney disease. Ann was 77. Frank died on December 25, 1985, in Portland, Oregon, leaving Ann as the only heir surviving him.

As the executor of Frank’s will, James filed a petition for probate of the will and for letters testamentary on February 4, 1986. These documents were admitted to probate on that same date. On February 20, 1986, attorney Betty Burns Paden (Paden) filed her appearance and the appearance of Ann. On that same date Paden wrote Paul Kaiser, Jr. (Kaiser), attorney for James, inviting an offer from James for a quick buy out or settlement of Ann’s interest in the estate prior to probate. In a letter dated February 24, 1986, Kaiser replied to Pa-den’s offer, stating that he and James believed Ann was entitled to no more than her statutory share, which was offset by damage Ann had allegedly caused to a house owned by Frank. The house had been damaged considerably when water pipes froze after the gas had been turned off leaving the house without heat. James offered Ann $2,000 for her interest in the estate.

Paden replied to James’ offer on March 5, 1986, stating that Ann denied any responsibility for damage done to the house and rejecting Kaiser’s “meager” and “ridiculous” offer of $2,000 as Ann’s share of Frank’s estate. Paden related that Ann “will wait until the house is sold for the fair market value.”

On May 5, 1986, Paden filed a claim, signed by Ann, in the amount of $2,341.34 against the estate for funeral and other expenses paid by Ann. On that same date Paden wrote Kaiser of this claim and requested compensation. Ann’s claim was scheduled for a hearing on July 18,1986.

Prior to their court appearance on July 18, Kaiser and James met with Paden. According to Paden, James and Kaiser said they intended to give Ann her share of the estate. Paden related that James commented that he had boats and plenty of money and did not need to take money away from Ann. Paden stated that because the estate was small, Kaiser suggested the parties settle out of court. It was Pa-den’s testimony that she subsequently spoke with Kaiser before the September deadline for filing for a renunciation and that they negotiated regarding Ann’s statutory share.

In testimony given by James during his evidence deposition, James denied ever telling Paden at the July 18 meeting that he had plenty of money or that he had everything he needed and, therefore, did not need Frank’s money. James stated that the only topic of conversation at the meeting was Ann’s expense claim against the estate.

Kaiser’s recollection of the July 18 meeting with Paden was that no conversation occurred concerning Ann’s share of the estate nor was any agreement reached. Additionally, Kaiser testified that no renunciation of the will was mentioned and no discussion regarding waiver of the statutory requirements pertaining to renunciation occurred during any of his contacts with Paden.

At the July 18 meeting with Paden, Kaiser informed Paden that he no longer considered Ann responsible for the damage to decedent’s house and that he had filed a suit against the North Shore Gas Company which, Kaiser believed, was responsible. Kaiser also told Paden that he and James considered some of the items listed in Ann’s claim against the estate as not legitimate. When Paden and Kaiser appeared in court on July 18, the two attorneys presented their positions concerning Ann’s claim. The court suggested the parties settle the claim for $1,000. Subsequently, the parties did agree to settle for I that amount. Kaiser informed Paden that he would have an order entered in the amount of $1,000 and would send her a copy, which he did.

On August 1, 1986, James, as executor, received an offer to purchase Frank’s damaged residence for $15,000. Having received a request from Kaiser that Ann agree to the purchase price, Paden wrote Kaiser on August 13, 1986, asking Kaiser for a current appraisal on the property. Also, Paden advised Kaiser that Ann should be apprised of the lawsuit initiated by Kaiser against the gas company. On the same date Kaiser sent a copy of the real estate offer to Paden.

On August 18 and August 21, 1986, Kaiser wrote Paden requesting that she contact him regarding the prospective sale of the house and the lawsuit against the gas company.

On September 2, 1986, Paden wrote Ann informing Ann that, if she agreed, the estate would be settled out of court and Ann would receive the funeral expenses for Frank and her “widow’s share of the estate.” Paden told Ann that Frank’s house was going to be sold, that the gas company was going to be sued for the damage to the residence, that the amount to be recovered would not be large, and that, therefore, it would be best to settle the estate out of court.

On September 30, 1986, Paden wrote Kaiser seeking a copy of the lawsuit against the gas company and a copy of the appraisal of the house which she had earlier requested. In a letter dated October 7, 1986, Kaiser enclosed a copy of the lawsuit and responded to Paden’s appraisal request by explaining that he had not obtained an appraisal of the house because the sale had not occurred.

On March 25, 1987, Kaiser wrote Paden informing her that he needed to discuss litigation matters against the gas company with her and requesting that Paden contact him. On May 4 Paden wrote Kaiser conveying information she had received from Ann regarding Ann’s dealings and conversations with the gas company regarding the damaged residence and Ann’s availability to testify.

In June 1987, Kaiser learned that Ann had not filed a renunciation. Following a deposition in the lawsuit against the North Shore Gas Company, the attorney for the gas company made an inquiry regarding the identity of the interested parties in the estate. Kaiser explained that James was the sole beneficiary under the will and that Ann, as widow, possessed the right to renounce the will and receive a statutory one-half share of the estate. When asked if Ann had renounced, Kaiser replied that he assumed she had, as she had everything to gain and nothing to lose by renouncing. Later, Kaiser checked and discovered that Ann had not filed a renunciation. A month or two later Kaiser informed James, who had been out of town during this time, about the necessity for a timely filing of the renunciation and that Ann had not yet filed.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Ropp v. Ropp
2023 IL App (3d) 200227-U (Appellate Court of Illinois, 2023)
Landmarks Illinois v. Rock Island County Board
2020 IL App (3d) 190159 (Appellate Court of Illinois, 2020)
In re Estate of Cerami
2018 IL App (1st) 172073 (Appellate Court of Illinois, 2019)
Sears Holdings Corp. v. Pappas
908 N.E.2d 556 (Appellate Court of Illinois, 2009)
Marston v. Walgreen Co.
907 N.E.2d 851 (Appellate Court of Illinois, 2009)
In re Application of the County Treasurer
805 N.E.2d 349 (Appellate Court of Illinois, 2004)
Belleville Toyota, Inc. v. Toyota Motor Sales, U.S.A., Inc.
770 N.E.2d 177 (Illinois Supreme Court, 2002)
Steinbrecher v. Steinbrecher
759 N.E.2d 509 (Illinois Supreme Court, 2001)
Westcon/Dillingham Microtunneling v. Walsh Construction Co.
747 N.E.2d 410 (Appellate Court of Illinois, 2001)
R.W. Dunteman Co. v. C/G Enterprises Inc.
692 N.E.2d 306 (Illinois Supreme Court, 1998)
People v. Underwood
635 N.E.2d 749 (Appellate Court of Illinois, 1994)
Giammanco v. Giammanco
625 N.E.2d 990 (Appellate Court of Illinois, 1993)
Reyes v. Compass Health Care Plans
625 N.E.2d 246 (Appellate Court of Illinois, 1993)
Foster v. Plaut
625 N.E.2d 198 (Appellate Court of Illinois, 1993)

Cite This Page — Counsel Stack

Bluebook (online)
588 N.E.2d 367, 225 Ill. App. 3d 581, 167 Ill. Dec. 726, 1992 WL 24885, 1992 Ill. App. LEXIS 198, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-goodlett-illappct-1992.