In Re Estate of Nelson

621 N.E.2d 81, 250 Ill. App. 3d 282, 190 Ill. Dec. 212, 1993 Ill. App. LEXIS 1091
CourtAppellate Court of Illinois
DecidedJuly 22, 1993
Docket1-92-1443
StatusPublished
Cited by33 cases

This text of 621 N.E.2d 81 (In Re Estate of Nelson) 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 Nelson, 621 N.E.2d 81, 250 Ill. App. 3d 282, 190 Ill. Dec. 212, 1993 Ill. App. LEXIS 1091 (Ill. Ct. App. 1993).

Opinion

JUSTICE HOFFMAN

delivered the opinion of the court:

In 1956, George Herman Nelson (George) was declared incompetent to manage his estate and person. Petitioner, the American National Bank & Trust Company (Bank), was appointed the guardian of his estate, and respondent, Robert Nelson (Nelson), George’s brother, was appointed the guardian of his person. Both guardians served in their respective capacities continuously until George’s death on September 14,1992.

As a military veteran, George received monthly benefits from the United States Department of Veterans Affairs (VA). After his adjudication, George’s VA benefits were paid to the Bank as the guardian of his estate. In April 1991, a field examiner for the VA contacted the Bank regarding George’s living conditions. Subsequently, the field examiner sent the Bank a copy of his field examination report which stated that George’s living conditions were unacceptable, his personal hygiene was poor, and his clothing was worn. The report also noted that George was receiving $396 per month in social security benefits.

On August 8, 1991, the Bank filed a petition in the probate division of the circuit court of Cook County setting forth the findings of the VA field examiner and requesting the appointment of a guardian ad litem for the purpose of investigating George’s living conditions, making a report with respect thereto, and obtaining a detailed accounting from Nelson of all receipts and expenditures made on George’s behalf for the period from March 1, 1989, through June 30, 1991. On August 8, 1991, the circuit court, acting upon the Bank’s petition, appointed a guardian ad litem, for the limited purposes set forth in the petition.

Pursuant to his appointment, the guardian ad litem, interviewed George at his residence and inspected his living conditions. Additionally, he examined the current accounts of his estate and interviewed Nelson.

Based upon his investigation, the guardian ad litem, filed a report with the court describing George’s living conditions as dirty, disorganized, and littered. The report related that George was overweight, unshaven, unbathed, and dressed in worn clothing. The recommendations contained in the report suggested, inter alia, that George be removed from his apartment and placed in a structured environment, that more sums be paid from his estate for his care, and that Nelson remain as guardian of the person with the possibility of appointing a co-guardian.

Subsequently, the guardian ad litem filed a supplemental report outlining the scope of his continued investigations. That report related great efforts on the part of George’s family to improve his living conditions. It was noted that on a visit to George’s residence, the guardian ad litem found the apartment remodeled and painted and George appeared in better physical condition. Based upon the improvements in George’s physical condition and surroundings, the guardian ad litem recommended that he be allowed to remain in his apartment and that Nelson continue as his guardian. With his supplemental report, the guardian ad litem filed a petition for fees and requested to be discharged.

Nelson objected to the fee petition arguing that fees should not be awarded because the court did not have the authority to appoint the guardian ad litem in the first instance or, alternatively, if fees were to be awarded that they be assessed against the Bank and not against the estate.

After a hearing on the fee petition, the circuit court approved the fees requested and continued the matter for a determination of who would be responsible for their payment. The court subsequently ordered that the fees of the guardian ad litem would be paid from the assets of the estate.

Nelson now appeals from the orders of the circuit court awarding fees to the guardian ad litem and ordering that those fees be paid from George’s estate. In urging reversal, Nelson argues that the circuit court did not have subject matter jurisdiction to appoint a guardian ad litem under the circumstances of this case. The Bank has responded to Nelson's jurisdictional objection to the orders of the circuit court and has moved to dismiss this appeal as untimely. For the reasons which follow, we affirm the orders of the circuit court.

Before addressing the issues raised by Nelson, we will consider the Bank’s argument that this appeal is untimely and should be dismissed.

The Bank argues that the essence of this appeal is an attack upon the order of August 8, 1991, which appointed the guardian ad litem. Relying upon Supreme Court Rule 304(b)(l), which provides for the appeal of any “judgment or order entered in the administration of an estate, guardianship, or similar proceeding which finally determines a right or status of a party” (134 Ill. 2d R. 304(b)(l)), the Bank contends that the order appointing the guardian ad litem finally determined the right or status of a party. Because Nelson failed to appeal within 30 days of its entry, the Bank concludes that this court does not have jurisdiction to entertain the instant appeal. In support of its argument, the Bank relies on In re Kerwood (1976), 44 Ill. App. 3d 1040, 359 N.E.2d 183, where the court considered an appeal from an order appointing a guardian for three minors and giving him the right to consent to their adoption. However, the facts in Kerwood are readily distinguishable from this case and the Bank’s reliance thereon is misplaced.

Not every order entered in an estate proceeding must be immediately appealed; only those orders that finally determine the right or status of a party may be appealed under Rule 304(b)(l). (In re Estate of Devey (1993), 239 Ill. App. 3d 630, 607 N.E.2d 685.) An order does not finally determine the right or status of a party when it contemplates future action. Kelleher v. Hood (1992), 238 Ill. App. 3d 842, 605 N.E.2d 1018.

In this case, unlike Kerwood, the guardian was appointed for the limited purpose of investigating George’s living conditions and was required to submit a report. The order appointing the guardian ad litem did not finally determine the right or status of any party and contemplated future action. As a result, the order was not appealable under Rule 304(b)(1) and Nelson’s failure to appeal from that order does not bar his attack on the order at this time.

For his part, Nelson argues that absent subject matter jurisdiction to appoint a guardian ad litem in the first instance, the circuit court lacked the requisite jurisdiction to award the fees of the guardian ad litem to be paid from the estate. The premise of Nelson’s argument is that because the court’s jurisdiction over the person and property of a disabled adult is wholly statutory in origin, the powers of the court in exercising that jurisdiction are limited to those granted by statute.

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Cite This Page — Counsel Stack

Bluebook (online)
621 N.E.2d 81, 250 Ill. App. 3d 282, 190 Ill. Dec. 212, 1993 Ill. App. LEXIS 1091, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-nelson-illappct-1993.