In Re Estate of Lynch

431 N.E.2d 734, 103 Ill. App. 3d 506, 59 Ill. Dec. 233, 1982 Ill. App. LEXIS 1401
CourtAppellate Court of Illinois
DecidedJanuary 29, 1982
Docket81-274
StatusPublished
Cited by12 cases

This text of 431 N.E.2d 734 (In Re Estate of Lynch) 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 Lynch, 431 N.E.2d 734, 103 Ill. App. 3d 506, 59 Ill. Dec. 233, 1982 Ill. App. LEXIS 1401 (Ill. Ct. App. 1982).

Opinion

JUSTICE WEBBER

delivered the opinion of the court:

This appeal lies from orders of the circuit court of Warren County, which admitted to probate and afterwards confirmed admission of the will of Lillian Brownell Lynch. Plaintiff, Virginia Missavage, is a pretermitted heir of the testator and plaintiff, David Missavage, is one of her children, likewise pretermitted in a distribution to certain ones, but not all, of the testator’s grandchildren. Defendant is the corporate executor nominated in the will.

The testator died on October 30, 1980, and on October 31, 1980, a daughter, Mary Lemoine, who together with her children received the bulk of the estate under the will, filed a petition to probate the instrument dated February 4, 1980.

On the same day, October 31, 1980, the trial court took testimony regarding heirs left by the testator and found plaintiff Virginia Missavage and Mary Lemoine, her daughters, to be her sole heirs. The court also considered the affidavits of the subscribing witnesses and admitted the will to probate.

On November 3, 1980, notice of such admission was sent to all interested parties and on December 12, 1980, plaintiffs filed a petition for formal proof of the will pursuant to section 6—21 of the Probate Act (Ill. Rev. Stat. 1979, ch. 1101/2, par. 6—21). A hearing on the petition was held on May 6, 1981, and the trial court, after hearing the testimony offered, confirmed the order of October 31, 1980, which admitted the will to probate. It is from this order that plaintiffs appeal.

Plaintiffs, as their sole issue, raise the sufficiency of the evidence. However, the defendants have raised another issue which must be dealt with first, namely, the appealability of the order in question.

It has been generally accepted that an order admitting a will to probate is not a final order within the meaning of Supreme Court Rules 301 and 303(a) (73 Ill. 2d Rules 301, 303(a)), since the probate process represents a continuum of proceedings and an order of admission normally is among the first to be entered. However, most of the case law on the subject did not deal with it directly since some other action had intervened, generally to contest the will itself. For example, In re Estate of Kvasauskas (1972), 5 Ill. App. 3d 202, 282 N.E.2d 465; In re Estate of Ariola (1979), 69 Ill. App. 3d 158, 386 N.E.2d 862 (which included a summary judgment problem); Sternberg v. St. Louis Union Trust Co. (1946), 394 Ill. 452, 68 N.E.2d 892.

All of these cases, and others, laid down by way of dictum that an order admitting a will to probate was not a final order. In view of the fact that those courts were dealing with will contests, not admission orders, the statement may be taken as true but not necessary to the decision. The significance is that will contests by their nature include the same issues as are present in an admission proceeding, but the reverse is not likewise true. The admission proceeding is limited to a determination as to whether a prima facie showing of compliance with the statutory requirements set forth in section 6—4 of the Probate Act (Ill. Rev. Stat. 1979, ch. 1101/2, par. 6—4) has been made. In re Estate of Ketter (1978), 63 Ill. App. 3d 796, 380 N.E.2d 385.

The inquiry then must separate the question of finality from the question of appealability. Assuming that an admission order is not final, can it nonetheless be appealable? Supreme Court Rule 304(b)(1) (73 Ill. 2d R. 304(b)(1)) appears to make it so. That rule states in pertinent part:

“(b) Judgments and Orders Appealable Without Special Finding. The following judgments and orders are appealable without the finding required for appeals under paragraph (a) of this rule:
(1) A judgment or order entered in the administration of an estate, guardianship, conservatorship, or similar proceeding which finally determines a right or status of a party.”

The Committee Comments (revised October 1969) to this Rule state in pertinent part:

“Subparagraph (1) applies to orders that are final in character although entered in comprehensive proceedings that include other matters. Examples are an order admitting or refusing to admit a will to probate, appointing or removing an executor, or allowing or disallowing a claim.” Ill. Ann. Stat., ch. 110A, par. 304, at 347 (Smith-Hurd Supp. 1981-1982).

In a number of decisions both the supreme and appellate courts of this State have considered orders admitting wills to probate on the merits. (In re Estate of Millsap (1979), 75 Ill. 2d 247, 388 N.E.2d 374; In re Estate of Marcucci (1973), 54 Ill. 2d 266, 296 N.E.2d 849; In re Estate of Netherton (1978), 62 Ill. App. 3d 55, 378 N.E.2d 800.) In none of these cases did the court hold that the order was not appealable.

Some doubt was cast upon the matter by the decision in In re Estate of Martino (1979), 72 Ill. App. 3d 867, 391 N.E.2d 412, wherein the appellate court held that an order admitting a lost will to probate was not appealable under Supreme Court Rule 304(b)(1). This decision was the subject of a lengthy comment in 68 Ill. B.J. 97 (1979). We believe that the statement was by way of dictum since a will contest under section 8—1 of the Probate Act (Ill. Rev. Stat. 1979, ch. 11052, par. 8—1) was underway at the time the notice of appeal from the admission order was filed. The court held that the will contest rendered moot the questions raised under the appeal of the admission order since the same issues would be litigated in that proceeding. It is true that the admission of a will to probate is not res judicata on issues raised in a will contest. (In re Estate of Carr (1970), 126 Ill. App. 2d 461, 262 N.E.2d 54.) Doubtless it was this aspect that led the Martino court to declare that the appeal from the admission order was moot. However, it does not follow that the order is unappealable.

If no contest proceeding had been filed, or if, as in the instant case, the 6-month limitation period for filing such a contest under section 8—1 has expired, there would be no remedy. It should be noted in this connection that a petition for formal proof under section 6—21 does not toll the limitation under section 8—1.

Obviously, the end result of a successful reversal of an admission order or of a successful will contest is the same, but the procedures and the quantum of proof are quite different in the two types of litigation.

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Bluebook (online)
431 N.E.2d 734, 103 Ill. App. 3d 506, 59 Ill. Dec. 233, 1982 Ill. App. LEXIS 1401, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lynch-illappct-1982.