In re Estate of McHenry

2016 IL App (3d) 140913
Appellate Court of Illinois·Decided October 20, 2016·No. 3-14-0913·Published·Cited by 11 cases

Opinion

Digitally signed by Illinois Official Reports Reporter of Decisions Reason: I attest to the accuracy and integrity of this document Appellate Court Date: 2016.10.18 09:49:53 -05'00'

In re Estate of McHenry, 2016 IL App (3d) 140913

Appellate Court In re ESTATE OF CHASE McHENRY, an Alleged Disabled Adult, Caption Respondent (Laurie McHenry, Petitioner-Appellee, v. Daniel Shayne McHenry, Cross-Petitioner and Appellant).

District & No. Third District Docket No.

Filed August 26, 2016

Decision Under Appeal from the Circuit Court of Peoria County, No. 13-P-253; the Review Hon. Scott Shore, Judge, presiding.

Judgment Affirmed.

Counsel on Christopher P. Ryan, of Peoria, for appellant. Appeal Susan Dawson-Tibbits (argued), of Johnson, Bunce & Noble, P.C., of Peoria, for appellee.

Panel JUSTICE CARTER delivered the judgment of the court, with opinion. Justice Holdridge concurred in the judgment and opinion. Justice Schmidt specially concurred in the judgment, with opinion. OPINION

¶1 Petitioner, Laurie McHenry (Mother), filed a petition under the Probate Act of 1975 (755 ILCS 5/1-1 et seq. (West 2012)) to be named the plenary guardian of the person and estate of her disabled adult son, Chase McHenry. Chase’s father, cross-petitioner Daniel McHenry (Father), filed a competing petition to be named Chase’s guardian. After a bench trial, the trial court granted Mother’s petition and named Mother Chase’s sole plenary guardian. Father appeals, arguing that (1) the trial court erred in naming Mother as Chase’s guardian, rather than Father; (2) the trial court’s ruling should be reversed because of an undisclosed judicial bias; and (3) the trial court erred in initially setting support to be paid by Father at 20% of Father’s income. We affirm the trial court’s judgment.

¶2 FACTS ¶3 Mother and Father were married in 1990 and lived in Florida. They had two children: Kaitlin, born in 1994, and Chase, born in 1995. Mother and Father separated in 1997, and Mother and the two children moved to Peoria, Illinois, where Mother’s family was located. Father remained in Florida. Shortly after Mother moved to Illinois, it was determined that Chase had autism. Mother and Father’s divorce was finalized in 2001, and the parties entered into a joint parenting agreement, which gave Mother custody of the children and Father visitation. ¶4 In June 2013, as Chase was approaching the start of his senior year of high school, Mother filed the instant petition to be appointed the plenary guardian of Chase’s person and estate. The petition alleged that Chase was a disabled person because of his autism and that he lacked sufficient understanding or capacity to make or communicate responsible decisions regarding the care of his person and the management of his estate and financial affairs. A guardian ad litem (GAL) was appointed to represent Chase’s interests during the proceedings. ¶5 In October 2013, Father filed a cross-petition for guardianship.1 In the cross-petition, Father agreed that Chase was in need of a guardian and that Mother was qualified to serve in that capacity. Father asked, however, in Chase’s best interest, to be appointed coguardian so that he could participate in decisions as to Chase’s education, residential placement, and financial assets. ¶6 In November 2013, an agreed order was entered appointing Mother and Father as temporary coguardians of Chase. The order also gave Mother and Father time to obtain neuropsychological evaluations of Chase and to investigate the post-high school options that were available to Chase in both Florida and Illinois. In addition, Chase was appointed his own attorney because the GAL had taken a position that was contrary to Chase’s wishes. ¶7 At various points in this case, the parties filed their financial affidavits. Father’s financial affidavit indicated that he was 53 years old; that he owned his owned consulting business;

1 Father’s pleading was titled as a petition for appointment of coguardian. However, by the time of the bench trial in this case, it was clear that the parties could not serve as coguardians and that Father was seeking to be appointed as Chase’s sole plenary guardian. To avoid confusion, we have referred to Father’s petition here as a cross-petition for guardianship.

-2- that his gross income was approximately $150,000 a year ($12,500 a month); that his monthly expenses were approximately $16,527; that his current spouse contributed a minimum of $2000 a month toward expenses; that he had been paying $1700 a month in child support until May 2014 when child support allegedly ended; that after May 2014, he had been voluntarily paying $500 per month in temporary child support; and that he had approximately $500,550 in total assets and $76,400 in total debts. Mother’s financial affidavit, which was later amended, indicated that she was 53 years old; that she worked as a certified occupational therapy assistant; that her gross income was approximately $26,124 a year ($2177 a month); that she had been receiving $500 a month from Father in child support; that her monthly expenses were approximately $5031; and that she had $21,500 in total assets and $13,785 in total debts, a large portion of which were legal fees. ¶8 A bench trial was held on the guardianship petitions in September and October 2014. Going into the trial, the parties were in agreement that Chase was a disabled adult, that he was in need of a guardian, and that appointing Mother and Father as Chase’s coguardians was not a workable solution. The trial court, therefore, was called upon to determine, in Chase’s best interest, which one of the two parents should serve as Chase’s guardian—Mother or Father. That decision would ultimately also determine, in practical effect, whether Chase was going to remain in Illinois or was going to be required to move to Florida. ¶9 The evidence presented at the trial, although not necessarily in the order presented, can be summarized as follows. Mother testified that she lived in Peoria and had worked for the past seven years in the local public schools as a certified occupational therapy assistant. When Mother and Father separated in 1997, Chase was only about two years old and had not yet been diagnosed with autism. About midway through the year, however, Mother started to notice that Chase was not reaching the developmental milestones and that he had some potential impairment. Mother discussed the matter with the children’s pediatrician, Dr. Thomas Halperin, and was referred to a developmental pediatrician, Dr. Andrew Morgan, for Chase to be evaluated. Mother informed Father of her concerns, and Father wanted Chase to be evaluated as well. There was a three-month wait time for the appointment with Dr. Morgan. During that time period, Mother enrolled Chase in an early intervention preschool through Easter Seals and also started Chase in speech and occupational therapy. ¶ 10 Mother and Father attended Chase’s evaluation together. At the conclusion of the evaluation, Dr. Morgan diagnosed Chase as having pervasive development disorder not otherwise specified (an autism spectrum disorder) and possible mental retardation. Chase had no communication skills at the time, had no eye contact or language, and would throw a temper tantrum because he had no way to express what he wanted or to understand what was going on. After the diagnosis, Mother began to research Chase’s condition by reading books and other materials; attending seminars; attending Chase’s speech and occupational therapy sessions; and by talking to other parents, speech pathologists, occupational therapists, and anyone else who would talk to her about Chase’s condition.

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