In re Estate of Pagan

2022 IL App (1st) 210750-U
CourtAppellate Court of Illinois
DecidedJune 10, 2022
Docket1-21-0750
StatusUnpublished

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Bluebook
In re Estate of Pagan, 2022 IL App (1st) 210750-U (Ill. Ct. App. 2022).

Opinion

2022 IL App (1st) 210750-U

FIFTH DIVISION June 10, 2022 No. 1-21-0750 NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in limited circumstances allowed under Rule 23(e)(1). ______________________________________________________________________________ IN THE APPELLATE COURT OF ILLINOIS FIRST DISTRICT ______________________________________________________________________________ In re Estate of Maria Pagan, a disabled person, ) Appeal from the Circuit Court ) of Cook County. (John Pagan, Guardian-Appellant, ) ) v. ) No. 2016 P 4558 ) Bridgeview Senior Living, LLC, ) The Honorable ) Susan Kennedy, (Third-Party Plaintiff-Appellee). ) Judge, Presiding. )

JUSTICE CONNORS delivered the judgment of the court. Presiding Justice Delort and Justice Cunningham concurred in the judgment.

ORDER

¶1 Held: Where appellant’s brief did not comply with Illinois Supreme Court Rule 341(h) (eff. Oct. 1, 2020) and appellant did not provide a complete record for review, we affirm the circuit court’s order. We review the merits and affirm the circuit court’s judgment.

¶2 This appeal arises from the circuit court’s April 22, 2021, order that granted Great

American Insurance Company’s (Great American) petition for judgment and entered judgment

against appellant John Pagan (John), who was the former guardian of Maria Pagan, in favor of

appellee/third-party plaintiff Bridgeway Senior Living, LLC (Bridgeway), a nursing home care 1-21-0750 facility. John now appeals that order pro se. We affirm. John did not comply with Illinois Supreme

Court Rule 341(h) (eff. Oct. 1, 2020) and the record is incomplete. Despite these deficiencies, we

nevertheless review the merits, and, from our review of the record, we conclude that the court

properly entered the April 22, 2021, order.

¶3 I. BACKGROUND

¶4 As an initial matter, we note that the record on appeal only includes the common law

record. The record does not include a report of proceedings, bystander’s report, or an agreed

statement of facts for any proceedings that took place in the circuit court. The facts summarized

below are taken from the circuit court’s orders and other documents that are included in the

common law record.

¶5 On September 23, 2016, the circuit court entered an order appointing John plenary guardian

of the estate and person of his mother, Maria Pagan. The factual basis for that appointment order

stated that the physician’s report indicated that Maria was “incapable of making personal and

financial decisions.” In September 2016, John filed an “Oath and Bond of Representative Surety”

with Great American as the surety.

¶6 In March 2017, the Law Offices of Jeffery M. Leving, Ltd. (Jeffery Leving) filed an

appearance as counsel for John. Thereafter, on September 13, 2017, Jeffery Leving filed a motion

to withdraw as counsel for John and a “petition for setting final fees and costs” with a supporting

affidavit. Jeffery Leving requested $961 in attorney fees and costs, stating it spent a total of 28.40

hours representing John. On September 14, 2017, the circuit court issued an order that granted

Jeffery Leving’s motion to withdraw and stated that Jeffery Leving’s fees were deemed reasonable

2 1-21-0750 and necessary in the amount of $640. 1 The order also stated that “judgement is entered against

Guardian John Pagan in the amount of $640.00. John Pagan may pay such fees from the Guardian

Estate Account provided the care of the Ward is NOT impacted.” (Emphasis in original.) The order

also stated that the “First Current Accounting of September 14, 2017” was accepted and entered.

The record contains a document entitled “1st Current Account” that was file-stamped as

“Approved” by the clerk of the circuit court on September 14, 2017, and signed by John. The

document provides a list of the income and disbursements for Maria’s estate from September 2016

to September 2017. Included in the “Administrative Expenses” was a payment of $505 to Jeffery

Leving for attorney fees on June 7, 2017. We note that there is no fee petition in the record

regarding this $505 payment to Jeffery Leving that was approved in the “1st Current Account.”

¶7 On May 16, 2018, Bridgeway filed an appearance as well as a “petition to address open

payment issues with guardian for ward’s residency and guardian’s failure to exercise due care to

the detriment of the ward’s well being.” In the petition, Bridgeway stated that from January 1,

2017, through June 2017, Bridgeway was the designated representative payee for Maria’s income

and all income for her care was paid directly to Bridgeway. In July 2017, John became Maria’s

representative payee, after which Maria incurred a balance of $8,775.11 for nursing home services.

Beginning in July 2017, in some months, John would pay Bridgeway $1,183, which represented

Maria’s social security benefits, and in other months, he did not pay Bridgeway any of Maria’s

income. Since July 2017, John had been keeping Maria’s pension benefits of $347.04 per month,

which should have been paid to Bridgeway for nursing home care services. Bridgeway requested

1 The circuit court judge who issued the September 14, 2017, order was not the same judge who issued the April 22, 2021, order at issue in this appeal.

3 1-21-0750 the court order John to pay the current account balance, make Bridgeway the representative payee

for Maria, and remove John as guardian. On November 16, 2018, Bridgeway filed an amended

petition, which contained substantially similar allegations as the original petition and requested the

court order John to pay Bridgeway the current balance owed of $9,675.31.

¶8 In December 2018, the court entered an order that granted the guardian ad litem (GAL)

leave to file a petition to remove John as guardian. In the order, the court ordered John to cooperate

with Bridgeway “to cause any and all documentation required to appoint Bridgeway Senior Living

as rep payee for monthly income belonging to the ward, including but not limited to the ward’s

social security and pension benefits.”

¶9 In January 2019, Bridgeway filed a motion to compel, in which it stated that it had made

multiple attempts to communicate with John to facilitate the required documentation to make

Bridgeway the representative payee for Maria’s income pursuant to the December 20, 2018, order

and that John had not responded to or cooperated with Bridgeway. It also stated that John had

made no further payments to Bridgeway and Maria’s account balance was $11,990.99.

¶ 10 On February 26, 2019, the court entered an order that granted Bridgeway’s motion to

compel and ordered John to make arrangements for Bridgeway to become representative payee for

Maria’s social security and pension income. The court ordered John to file a “final accounting” by

March 27, 2019. On April 9, 2019, the court entered an order that continued John’s presentment

of the final accounting and stated that “[t]he guardian shall file the “Final Accounting” with the

court before the May 8, 2019, court date.

¶ 11 The record contains a document entitled “Current Accounting” that was file-stamped with

the clerk of the circuit court on April 9, 2019, and signed by John. The document provides a list

4 1-21-0750 of income and expenses for Maria’s estate from October 2017 to March 2019. Under

“Administrative Expenses,” there is a header entitled “Court Orders Approved allowing the Estate

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