In re Estate of Lehman

330 N.E.2d 594, 29 Ill. App. 3d 321, 1975 Ill. App. LEXIS 2441
CourtAppellate Court of Illinois
DecidedJune 11, 1975
DocketNo. 74-47
StatusPublished
Cited by1 cases

This text of 330 N.E.2d 594 (In re Estate of Lehman) 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 Lehman, 330 N.E.2d 594, 29 Ill. App. 3d 321, 1975 Ill. App. LEXIS 2441 (Ill. Ct. App. 1975).

Opinion

Mr. PRESIDING JUSTICE JONES

delivered the opinion of the court:

This is an appeal from an order of the circuit court of Washington County barring a claim by the Department of Mental Health against the estate of the deceased as to all property inventoried within 6 months from the issuance of letters of administration. A sixth class claim was allowed with respect to property inventoried after the expiration of the 6 months.

Emil C. Lehman died intestate on August 17, 1972, in the Anna State Hospital where, having previously been adjudged an incompetent, he had been a patient for 20 years. On September 5, 1972, the attorney for the conservator of Mr. Lehman’s estate mailed a letter to the Department of Mental Health notifying it of Mr. Lehman’s death and requesting approximation of the claim against the deceased’s estate. The Department answered this letter on September 13 advising that the claim would total $33,354.22 and asking that it be informed regarding the name and address of the administrator, the court file number, and the date when the estate of deceased would be opened. On October 31, Herbert Lehman, who had previously been conservator for the deceased, filed for letters of administration. On November 1 he was appointed administrator. On November 3 counsel for the estate notified the Department that the estate had been opened and that an administrator had been appointed.

Counsel for the administrator had the required claims notice published during the month of November. This notice stated that claims not filed within 7 months from the date of issuance of letters would be barred as to the estate inventoried within that period. This was incorrect, since an amendment which became effective with respect to letters issued after October 1, 1972, reduced the period from 7 months to 6 months (Ill. Rev. Stat., 1972 Supp., ch. 3, par. 204).

On January 12, 1973, the original inventory of real and personal property was filed. This was more than the 60 days after the issuance of letters as required by section 171 of the Probate Act. Nevertheless, the inventory was approved by the circuit court on January 15.

On May 7, 1973, the Department filed its claim for services to the deceased since January 1, 1952, the date he entered the Anna State Hospital. The claim was for $33,354.22. There had been paid to the Department previously for Emil Lehmans care $4,388.78. On May 23, 1973, tibe administrator for the estate filed an answer alleging that the claim was barred since it had not been made within 6 months from the date of appointment of the administrator. The issue was tried and on November 8, 1973 the judge ruled against the claim of the Department except as a sixth class claim against a small amount of property included in a supplemental inventory which had been approved on October 31, 1973. The judge issued his order on December 12, 1973, and it is from that order that the Department appeals.

We are confronted with a single issue: Was the Department’s claim barred against assets in the original inventory for failure to file the claim within the prescribed time limit of 6 months.

It is argued on behalf of the estate of Emil Lehman that the only question before this court is a question of estoppel since the Department did not at the trial court level advance other arguments against application of the 6-months statute. While it is true that arguments made by the Department regarding the time when the 6-months statute commences to run and regarding sovereign immunity from the application of the statute were not made at the trial court level, they nevertheless concern the main issue and are inherent in it. We do not find authority cited by the appellee compelling on this point. In Hartman v. Hartman, 11 Ill. App.3d 524, 297 N.E.2d 199, a motion to dismiss a partition suit was denied, and the judge requested appellants to file an answer. They did not, and the judge reluctantly entered a default order finding that appellants had no interest in the subject property. On appeal, therefore, they could not for the first time argue matters which they could have presented at the trial level had they not defaulted. In People ex rel. Gustafson v. City of Calumet City, 101 Ill.App.2d 8, 241 N.E.2d 512, the city appealed from a mandamus order compelling it to issue a building permit. For the first time, on appeal, the city argued that plaintiff had not applied for a permit and that his application was not accompanied by verified plans in duplicate. If this were true it is obviously not a fact which the city should have concealed until there was an appeal. In the instant case we simply have further abstract arguments as to why the 6-months statute should not apply to the Department. Likewise in Holmes v. First Union Trust & Savings Bank, 362 Ill. 44, 198 N.E. 671, an issue of fact rather than conjecture was involved. Appellant for the first time objected to the validity of a deed on the ground that it did not bear a seal. Obviously this is a fact which should have been clarified at the trial court level. In Re Estate of Davison, 119 Ill.App.2d 477, 256 N.E.2d 16, involved a factual question regarding the proper method of revoking a will. In Re Estate of Newcomb, 6 Ill.App.3d 1094, 287 N.E.2d 141, for the first time on appeal, an issue was raised regarding what the claim was for. No such question exists in the instant case.

The Department argues that the law in effect at the time of the decedent’s death is controlling. We do not agree. Both sections 194 and 204 of the Probate Act (Ill. Rev. Stat, ch. 3, pars. 194, 204) make it clear that claims not filed “* * * within 6 months from the issuance of letters testamentary or of administration * * *” are barred as to the estate which has been inventoried within 6 months from the issuance of letters. The amendment became effective on October 1, 1972, and applies to letters issued after that date. In the instant case letters were issued on November 1, 1 month after the effective date of the amendment.

In Hathaway v. Merchants’ Loan & Trust Co., 218 Ill. 580, 75 N.E. 1060, cited by the appellant, the administrator was appointed on January 13, 1903, and a new law reducing from 2 years to 1 year the period for making claims against an estate did not go into effect until July 1, 1903, almost 6 months later. Obviously such an amendment could not operate retroactively because, as the court in Hathaway pointed out, if an estate had been pending for more than a year before the effective date of the amendment, no claims could be made. In the instant case publication was not made until after the effective date of the amendment, and though the publication mistakenly stated 7 months instead of 6 months, counsel for all parties are presumed to know the law and that it cannot be changed by someone’s mistake. Furthermore, there is no contention that the Department relied upon the publication notice.

Appellant cites two additional cases, neither of which support its contention. In Paschall v. Reed, 320 Ill.App. 390, 51 N.E.2d 342

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Bluebook (online)
330 N.E.2d 594, 29 Ill. App. 3d 321, 1975 Ill. App. LEXIS 2441, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lehman-illappct-1975.