In Re Estate of Jeziorski

516 N.E.2d 422, 162 Ill. App. 3d 1057, 114 Ill. Dec. 267, 1987 Ill. App. LEXIS 3470
CourtAppellate Court of Illinois
DecidedOctober 19, 1987
Docket86-1385, 86-1707 cons.
StatusPublished
Cited by27 cases

This text of 516 N.E.2d 422 (In Re Estate of Jeziorski) 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 Jeziorski, 516 N.E.2d 422, 162 Ill. App. 3d 1057, 114 Ill. Dec. 267, 1987 Ill. App. LEXIS 3470 (Ill. Ct. App. 1987).

Opinion

JUSTICE CAMPBELL

delivered the opinion of the court:

The plaintiffs, four of the six children of William Jeziorski, deceased, filed a will contest in the probate division of the circuit court of Cook County which included two counts for tortious interference with an expected inheritance and abuse of a confidential relationship. The defendants were the remaining two children of the deceased and the executor of the will. The probate court dismissed the tort action, ruling that actions in tort cannot be pled in conjunction with a will contest. Plaintiffs subsequently filed their tort action for interference with an expectancy and abuse of a confidential relationship in the law division. The law division judge dismissed their action on the basis that the probate court order was res judicata. Plaintiffs appeal from both dismissal orders.

Plaintiffs argue in this consolidated appeal that their action was improperly dismissed since tort actions for interference with an expectancy and abuse of a confidential relationship can be pled in conjunction with a will contest.

The record reveals the following chronology of facts. William Jeziorski died on June 5, 1984. On November 16, 1984, after a hearing at which the court heard the testimony of the witnesses to the will, the decedent’s will, dated March 13, 1983, was admitted to probate. Under the terms of the will, the plaintiffs, the deceased’s four sons, were each to receive a bequest of $1,000. The decedent’s daughter, defendant Michelle Tornera, also was to receive a bequest for $1,000, with the residue of the estate to pass to the decedent’s youngest daughter, defendant Joanne King. Defendant Fred Tornera, Jr., the decedent’s grandson and the son of Michelle Tornera, was the named executor under the will. Fred Tornera was not a beneficiary under the will.

On April 11, 1985, plaintiffs filed an action against defendants in the probate division to contest the validity of the decedent’s will and for tortious interference with an expectancy. Plaintiffs’ complaint sought to contest the validity of the will on the alleged basis that the signature of the decedent was a forgery and that the decedent was of unsound mind and memory at the time he executed the will. Plaintiffs’ action in tort further alleged that defendants had maliciously interfered with plaintiffs’ expected inheritance and that defendants had abused a confidential relationship with the decedent. Defendants moved to strike that portion of the complaint seeking relief in tort, arguing that where a will has been admitted to probate, the plaintiffs are limited to bringing their claims under the provisions of the Probate Act applicable to will contests. (Ill. Rev. Stat. 1985, ch. 111½, par. 8 — 1.) On December 5, 1985, the trial court granted defendants’ motion to strike, holding that heirs or legatees may not maintain an action for malicious interference with an expectancy where a will has been admitted to probate. Since the plaintiffs would have an adequate remedy should they prevail in the will contest, the trial court held they were precluded from bringing a cause of action in tort, stating that “a complaint for malicious interference properly belongs in the law division.”

Thereafter, on January 22, 1986, plaintiffs filed their tort action for malicious interference with an expectancy in the law division of the circuit court of Cook County. At the same time, plaintiffs filed a petition in the probate division to vacate the earlier order striking the malicious interference count from their complaint and seeking to transfer the action to the law division. The probate court denied the motion. Defendants filed a motion to strike the law division complaint, and the court granted this motion based on the res judicata effect of the dismissal order in the probate division. Plaintiffs appeal from the dismissal of their tort action both in the probate court and in the law division.

On appeal, defendants contend that plaintiffs’ tort action directly attacks the decedent’s will in a form not authorized by the Probate Act of 1975 (Ill. Rev. Stat. 1985, ch. 110½, par. 1 — 1 et seq.) and that plaintiffs are requesting this court to ignore the statutory framework. The effect of the admission of a will to probate is to establish the validity of that will against collateral attack. (Sternberg v. St. Louis Union Trust Co. (1946), 394 Ill. 452, 68 N.E.2d 892; Robinson v. First State Bank (1982), 104 Ill. App. 3d 758, 433 N.E.2d 285.) Defendants argue that a will contest brought within six months is the exclusive means of directly attacking an otherwise incontestable will. In re Estate of Moerschel (1980), 86 Ill. App. 3d 482, 407 N.E.2d 1131; In re Estate of Ariola (1979), 69 Ill. App. 3d 158, 386 N.E.2d 862.

The tort action for intentional interference with an expected inheritance has only recently been recognized in Illinois. In Nemeth v. Banhalmi (1981), 99 Ill. App. 3d 493, 425 N.E.2d 1187 (Nemeth I), the court held that if all the elements were present, namely, the existence of their expectancy, that the defendants intentionally interfered with their expectancy, the interference involved conduct tortious in itself such as fraud, duress or undue influence, that there is a reasonable certainty that the devise to plaintiffs would have been received but for defendants’ interference, and damages, the plaintiffs have established a tort cause of action. Two years after Nemeth I, our supreme court added the clarification that if a will exists, the tort will not lie where a party fails to contest the will under the provisions of the Probate Act. Robinson v. First State Bank (1983), 97 Ill. 2d 174, 454 N.E.2d 288.

In a second opinion in Nemeth v. Banhalmi (1984), 125 Ill. App. 3d 938, 466 N.E.2d 977 (Nemeth II), this court held that a subsequent action for interference with an expectancy would be an impermissible collateral attack on an order admitting a will to probate when it is brought after the six-month statute of limitation period for initiating a will contest. The Nemeth II court, citing Robinson, stated that the later claim was improper since it could have been asserted as part of the proceedings to admit the allegedly invalid will to probate or in a will contest.

In the case at bar, the decedent lived with the defendants and was dependent upon them for his personal needs, including food and shelter and the handling of his financial matters. In their complaint, plaintiffs alleged that their expectancy was based on the fact that they are the decedent’s children and the natural objects of his bounty. In addition, under the laws of intestacy, they would have received an equal share of the decedent’s estate. Plaintiffs alleged that they were named as equal beneficiaries in an earlier will executed by the decedent.

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Bluebook (online)
516 N.E.2d 422, 162 Ill. App. 3d 1057, 114 Ill. Dec. 267, 1987 Ill. App. LEXIS 3470, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jeziorski-illappct-1987.