In re Estate of McDonald

2021 IL App (2d) 191113
Appellate Court of Illinois·Decided February 1, 2021·No. 2-19-1113·Published·Cited by 8 cases

Opinion

2021 IL App (2d) 191113 No. 2-19-1113 Opinion filed February 1, 2021 ______________________________________________________________________________

IN THE

APPELLATE COURT OF ILLINOIS

SECOND DISTRICT ______________________________________________________________________________

In re ESTATE OF JOHN W. MCDONALD ) Appeal from the Circuit Court III, Deceased ) of Kane County. ) ) No. 17-P-744 (Shawn McDonald, Petitioner and ) Counterrespondent-Appellee, v. Ellizzette ) Honorable McDonald, Respondent and ) James R. Murphy, Counterpetitioner-Appellant). ) Judge, Presiding. ______________________________________________________________________________

JUSTICE HUDSON delivered the judgment of the court, with opinion. Justices Schostok and Birkett concurred in the judgment and opinion.

OPINION

¶1 I. INTRODUCTION

¶2 This appeal concerns the estate of decedent, John W. McDonald III. Decedent died intestate

on December 11, 2017. Four days later, petitioner, Shawn McDonald (Shawn), decedent’s brother,

filed in the circuit court of Kane County a petition for letters of administration and an affidavit of

heirship. The trial court appointed Shawn as the administrator of decedent’s estate and declared

decedent’s parents—John W. McDonald Jr. and Brenda K. McDonald—and siblings—Shawn,

Heather Ladue, and Brett McDonald—as his only heirs. Respondent, Ellizzette McDonald

(Ellizzette), purporting to be decedent’s surviving spouse, sought to vacate the order appointing

Shawn as the administrator of decedent’s estate and the order of heirship. The trial court denied

Ellizzette’s motion but granted her leave to proceed pursuant to section 9-7 of the Probate Act of 2021 IL App (2d) 191113

1975 (Probate Act) (755 ILCS 5/9-7 (West 2016)). Ellizzette then filed a petition for letters of

administration, an affidavit of heirship, and a motion for judgment on the pleadings with regard to

her petition for letters of administration. After the trial court denied Ellizzette’s motion for

judgment on the pleadings, the matter proceeded to a bench trial. Shawn moved for a directed

finding at the close of Ellizzette’s case. The trial court granted Shawn’s motion, concluding that

Ellizzette failed to present a prima facie case on the validity of her marriage to decedent. Ellizzette

then filed a notice of appeal.

¶3 On appeal, Ellizzette raises five principal issues. First, she argues that the trial court erred

when it appointed Shawn as the administrator of decedent’s estate, because she was not provided

with the statutorily required notice. Second, she asserts that the trial court erred in denying her

motion for judgment on the pleadings. Third, she contends that the trial court erred in granting

Shawn’s motion for a directed finding. Fourth, she argues that the trial court committed reversible

error in barring her from testifying, at the trial on her petition, regarding her marriage and heirship.

Finally, she maintains that the trial court erred in denying her motion for a continuance. For the

reasons set forth below, we affirm in part, reverse in part, and remand this matter for further

proceedings.

¶4 II. BACKGROUND

¶5 Decedent died intestate on December 11, 2017, in Paris, Illinois. As noted, Shawn is

decedent’s brother and Ellizzette purports to be decedent’s surviving spouse.

¶6 A. Guardianship

¶7 On March 7, 2017, Shawn filed in the circuit court of Kane County a petition for the

appointment of a guardian for a disabled person. In support of the guardianship petition, Shawn

submitted a physician’s report stating that decedent suffered from “bipolar disorder with manic

-2- 2021 IL App (2d) 191113

and depressive episodes” as well as “alcohol use disorder (severe).” On May 30, 2017, the trial

court entered an order declaring decedent a disabled person who “is totally without capacity” as

specified in section 11a-3 of the Probate Act (755 ILCS 5/11a-3 (West 2016)) and appointing

Shawn as the plenary guardian of decedent’s person and estate. The record suggests that decedent

did not participate in the guardianship proceedings. When made aware of the proceedings,

decedent obtained counsel and objected to the order appointing Shawn as his guardian. However,

the record does not show that a trial was conducted on whether the guardianship should have been

entered.

¶8 B. Petition for Letters of Administration and Affidavit of Heirship

¶9 On December 15, 2017, four days after decedent’s death, Shawn filed in the circuit court

of Kane County (1) a petition for letters of administration and (2) an affidavit of heirship. In his

affidavit of heirship, Shawn asserted that decedent had been married “once and only once and then

to Debbie Greene McDonald,” with said marriage ending in divorce sometime prior to 2012.

Shawn stated that on July 11, 2017, decedent “participated in a wedding ceremony with Ellizzette

Duvall Minnicelli.” Shawn claimed, however, that the marriage was void ab initio because

decedent lacked the capacity to consent to the marriage. Therefore, Shawn requested that

decedent’s parents and his three siblings be declared as decedent’s heirs at law. The matter was

assigned to Judge John A. Noverini. In an order bearing the handwritten date of December 18,

2017, but file-stamped December 19, 2017, Judge Noverini appointed Shawn as the administrator

of decedent’s estate. Judge Noverini also entered an order declaring heirship, listing decedent’s

parents and his three siblings as his only heirs. On December 21, 2017, the clerk of the circuit court

issued letters of office advising of Shawn’s appointment as the independent administrator of

decedent’s estate pursuant to the order entered by the trial court.

-3- 2021 IL App (2d) 191113

¶ 10 C. Petition for Declaration of Invalidity of Marriage

¶ 11 On December 22, 2017, Shawn filed a verified “Petition for Declaration of Invalidity of a

Marriage,” pursuant to section 301(1) of the Illinois Marriage and Dissolution of Marriage Act

(Marriage Act) (750 ILCS 5/301(1) (West 2016)). The petition asserted as follows. On July 11,

2017, decedent participated in a marriage ceremony with an individual named “Ellizzette Duvall

Minnicelli” in Edgar County, Illinois. Shawn first learned of the marriage ceremony when it was

disclosed to him in open court on November 16, 2017, during a hearing in the guardianship case.

Because decedent’s person and estate were under plenary guardianship when he participated in the

marriage ceremony, decedent lacked the legal capacity to consent to the marriage. At the time the

marriage ceremony was performed, decedent had actual knowledge of the existence of the

guardianship and was actively participating in litigation in the guardianship case. Further, at the

time the marriage ceremony was performed, “Ellizzette Duvall Minnicelli” had actual knowledge

of the existence of the guardianship and was actively assisting decedent in pursuing then-ongoing

litigation in the guardianship case. Shawn prayed for the entry of an order “declaring the invalidity

of the marriage of the Decedent *** to Ellizzette Duvall Minnicelli and further declaring the said

marriage to be void ab initio.” Attached to the petition was a copy of a “Certification of Marriage”

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