In Re Estate of Silverman

628 N.E.2d 763, 257 Ill. App. 3d 162, 195 Ill. Dec. 299, 1993 Ill. App. LEXIS 1882
CourtAppellate Court of Illinois
DecidedDecember 21, 1993
Docket1-93-0349
StatusPublished
Cited by22 cases

This text of 628 N.E.2d 763 (In Re Estate of Silverman) 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 Silverman, 628 N.E.2d 763, 257 Ill. App. 3d 162, 195 Ill. Dec. 299, 1993 Ill. App. LEXIS 1882 (Ill. Ct. App. 1993).

Opinion

JUSTICE SCARIANO

delivered the opinion of the court:

On September 30, 1992, petitioner, Jack H. Silverman, filed a petition asking that the circuit court adjudicate respondent, his brother Charles Silverman, disabled, and to appoint petitioner guardian over his person and estate. Respondent, whose wife of 42 years had recently passed away, is a retired salesman in his early seventies. He continues to live in the marital home with his wife’s sister, Sarah R. Block, who lived with the couple during all of their married life. Respondent and his wife had no children. The only living members of his immediate family are petitioner and another brother, I.J. Silver-man, who has not joined in the petition.

The petition did not contain a physician’s report indicating that respondent was mentally disabled. However, petitioner did attach thereto his own statement specifying the areas of respondent’s alleged disability and why petitioner felt that he needed a guardian, viz., that respondent has a submissive, nonassertive personality; that he is susceptible to undue influence; that respondent is unable to make decisions regarding his personal life or to take care of his financial matters; that respondent’s late wife and her sister isolated respondent from his family and controlled his life; and that since the death of his wife about five months before the filing of the petition, respondent has been unduly influenced by his "strong-willed,” "forceful” and "domineering” sisters-in-law. Petitioner contended that Block monitors respondent’s activities and phone calls, keeping him a virtual "prisoner in his own home,” and that she then reports respondent’s activities to her sister Irene Gorell, who resides in Florida.

In his statement, petitioner also related his belief that Block has caused respondent to transfer $70,000 from his bank account to hers and that she permitted respondent an allowance of only $8 per week. As a result, respondent has asked petitioner for money on a number of occasions. In petitioner’s opinion, Block and Gorell are taking advantage of respondent’s diminished mental capacity and submissive personality to gain control over his assets. He also stated his belief that they have induced respondent to make a will disposing of his property in a manner favoring them and their families. Petitioner concluded his statement by asserting that it would be in respondent’s best interest that he move to a retirement community where he could freely interact with others, and that petitioner is willing to serve as respondent’s guardian.

On October 2, petitioner filed a petition for the appointment of a temporary guardian over respondent’s person and estate, claiming that this was necessary because a hearing was scheduled in three days to consider a petition to probate respondent’s late wife’s will. Petitioner sought to object to the petition to probate the will, asserting that respondent had signed it without realizing that, if granted, he would be "waiving valuable rights.”

On the same day, the court appointed a guardian ad litem for respondent. Also on October 2, respondent executed a written consent to have petitioner appointed his guardian, but when petitioner sought to file the consent in probate court on October 5, respondent and his attorney appeared before the court and revoked it. The court denied petitioner’s request to file the consent and set October 28 for a hearing on the matter.

Just before the hearing date, i.e., on October 26, petitioner filed a motion to compel respondent to submit to a mental examination to be conducted by Dr. Marvin Ziporyn pursuant to Supreme Court Rule 215 (134 Ill. 2d R. 215), and to continue the hearing. On the same day, respondent filed his motion to dismiss the petition to adjudicate respondent disabled and for appointment of a guardian. The motion, which did not indicate the provision of the Code of Civil Procedure under which it was brought, was accompanied by a medical report in the form of an affidavit signed by Dr. Maurice Goldstein, respondent’s family physician. Dr. Goldstein averred that he had been respondent’s physician for 30 years and that he examined him on October 13, 1992. Based on his examination and knowledge of respondent, he stated that respondent was mentally competent and able to make personal and financial decisions on his own, and that there was no reason for him to move from his residence.

Respondent also attached to his motion a copy of the guardian ad litem’s report which had been filed with the court on October 21. In his report, the guardian ad litem described his interview with respondent and concluded that he did not need a guardian. Respondent told the guardian ad litem that he had one bank account containing either $50,000 or $80,000 and that he withdraws as much money as he needs for his and Block’s expenses. He also said that he balances his own checkbook and that neither of his sisters-in-law has access to the account. He stated that no last will or declaration of trust had been drawn up for him, but that he planned to have one drafted in the near future. Respondent answered questions on current events and performed mathematical calculations, erring by one dollar on one addition problem. Respondent adamantly denied that he lived under the influence of his sisters-in-law and stated that he would like the judge to know that he can handle his own affairs.

At the hearing held on the motions on October 26, the court stated that it was hesitant to subject respondent to repeated medical evaluations based only on petitioner’s lay opinion. It found Dr. Gold-stein’s report unambiguous and reliable given the long-term physician-patient relationship between respondent and the doctor. The trial judge expressly recognized that the code required her to order an evaluation of respondent when, as in this case, petitioner did not obtain one; she nevertheless found it unnecessary because respondent had presented a report from Dr. Goldstein. Since petitioner presented no factual basis establishing a need for guardianship, the court denied his motion to order the examination and to continue the hearing and granted respondent’s motion to dismiss the petition to adjudicate him disabled and for the appointment of a guardian.

At petitioner’s request, the court then reversed itself on the motion to dismiss and, although admonishing petitioner that he was risking sanctions because of the strong evidence favoring dismissal, it ordered a new trial on the limited issue of the foundation for, and the accuracy of, Dr. Goldstein’s report. The court scheduled a hearing on the matter for December 4, stating that if petitioner raised sufficient doubts about Dr. Goldstein’s report at the hearing, it would appoint an independent evaluator. The court also granted petitioner leave to conduct discovery.

On November 17, at his discovery deposition, Dr. Goldstein testified that he was 83 years old and had been practicing medicine for over 60 years. He stated that he is presently on the staff of Illinois Masonic Medical Center and that he is qualified for family practice. Over the past three years, he has cut back on his practice and spends only 18 to 20 hours per week treating patients, approximately 20% of whom are over 70 years old. He is not a psychologist or psychiatrist but gained some knowledge of those fields during his residency.

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Cite This Page — Counsel Stack

Bluebook (online)
628 N.E.2d 763, 257 Ill. App. 3d 162, 195 Ill. Dec. 299, 1993 Ill. App. LEXIS 1882, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-silverman-illappct-1993.