In re Estate of Sopiarz

CourtAppellate Court of Illinois
DecidedMay 20, 2026
Docket1-24-2061
StatusUnpublished

This text of In re Estate of Sopiarz (In re Estate of Sopiarz) 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 Sopiarz, (Ill. Ct. App. 2026).

Opinion

2026 IL App (1st) 242061-U THIRD DIVISION May 20, 2026 No. 1-24-2061

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1). ______________________________________________________________________________

IN THE APPELLATE COURT OF ILLINOIS FIRST JUDICIAL DISTRICT ______________________________________________________________________________

In re ESTATE OF BEVERLY J. SOPIARZ, Deceased ) Appeal from the ) Circuit Court of (Joseph L. Sopiarz and Kimberlee K. Chavez, as ) Cook County Independent Co-Executors of the Estate of Beverly J. ) Sopiarz, ) Movants-Appellees, ) No. 22 P 3622 ) v. ) ) Honorable Tracee Lynn Omilinsky, ) Kent A. Delgado, Claimant-Appellant). ) Judge Presiding. ____________________________________________________________________________

JUSTICE REYES delivered the judgment of the court. Justices Lampkin and Rochford concurred in the judgment.

ORDER

¶1 Held: Affirming the judgment of the circuit court of Cook County dismissing a statutory custodial claim filed by the decedent’s daughter against the estate.

¶2 Following the death of Beverly Jean Sopiarz (Beverly), her daughter Tracee Lynn

Omilinsky (Tracee) filed a statutory custodial claim under the Probate Act of 1975 (Probate Act)

(755 ILCS 5/18-1.1 (West 2022)), seeking more than $180,000 in compensation from Beverly’s

estate. Among other things, Tracee claimed that she resided with and personally cared for her

fully disabled mother for more than three years prior to her death. The independent co-executors 1-24-2061

of Beverly’s estate—Tracee’s siblings Joseph L. Sopiarz Jr. (Joseph) and Kimberlee K. Chavez

(Kimberlee)—filed a motion to dismiss Tracee’s custodial claim as untimely pursuant to section

2-619(a)(5) of the Code of Civil Procedure (Code) (735 ILCS 5/2-619(a)(5) (West 2022)), based

on her failure to file the claim within the six-month period set forth in the published notice.

Tracee maintained that she was a “known creditor” of the estate and was thus entitled to actual

notice of the claims deadline. Given that she did not receive actual notice, Tracee argued that

her custodial claim was timely, as it was filed within two years of her mother’s death.

¶3 An evidentiary hearing was held on the sole issue of whether Tracee was a known

creditor of Beverly’s estate. The circuit court of Cook County found that Tracee was not a

known creditor and thus dismissed her custodial claim with prejudice as untimely. On appeal,

Tracee challenges the dismissal of her claim. For the reasons discussed below, we affirm.

¶4 BACKGROUND

¶5 Estate Planning Documents and Opening of the Estate

¶6 On April 18, 2001, Beverly executed a last will and testament and a declaration of trust

for the Beverly Jean Sopiarz Living Trust. Beverly was the trustee and sole lifetime beneficiary

of the trust; the secondary beneficiaries were her five living children: Tracee, Joseph, Kimberlee,

Beckee Jo Noesges (Beckee), and Jodee Lee Holderman (Jodee). 1 The trust property included

real estate in Door County, Wisconsin, and a single-family residence in the 9100 block of Sproat

Avenue in Oak Lawn, Illinois (the house). Under the 2001 estate planning documents, Beverly’s

property generally was to be divided equally among her children.

¶7 On October 23, 2003, Beverly executed a codicil to the will and an amendment to the

trust, which named Joseph and Kimberlee as the co-executors of the estate and co-successor

1 Beverly was predeceased by her husband and by a son who passed away during childhood.

2 1-24-2061

trustees of the trust. The codicil and amendment also removed Tracee as a beneficiary and

replaced her with her two children, Joseph Omilinsky and David Omilinsky, who would each

receive one-tenth of their grandmother Beverly’s estate (i.e., half of Tracee’s one-fifth share).

The record suggests that this change was effectuated due to Tracee’s bankruptcy filing.

¶8 At the time of her death at age 83 on November 14, 2021, Beverly resided in the house.

A petition for probate of Beverly’s will was filed in the circuit court of Cook County on May 10,

2022, and letters of office subsequently were issued to Joseph and Kimberlee, as the independent

co-executors of her estate (the executors). A notice published in the Chicago Daily Law Bulletin

for three successive weeks—on July 5, 2022, July 12, 2022, and July 19, 2022—set forth a

deadline of January 5, 2023, for the filing of claims against the estate.

¶9 Initial Disputes Involving Tracee

¶ 10 In late March 2022, Tracee informed her siblings that their mother had executed a

transfer on death instrument (transfer instrument) relating to the house which named Tracee as

the sole beneficiary. After the executors filed original and amended petitions to invalidate the

transfer instrument, Tracee represented that Beverly had executed a second transfer instrument

for the house. The executors replied, in part, that neither transfer instrument was properly

recorded. In January 2023, the initial transfer instrument was found to be void; the circuit court

ordered that the parties would continue to litigate the validity of the second transfer instrument.

¶ 11 In February 2023, the executors filed a petition for the issuance of citations to discover

assets against Tracee and various financial institutions; the circuit court granted the petition.

The executors alleged that Tracee resided at the house during the last two years of Beverly’s life

and had access to Beverly’s financial records, checkbook, and bank accounts. According to the

executors, Tracee transferred money to herself without Beverly’s consent or authorization.

3 1-24-2061

¶ 12 The executors also filed a motion for summary judgment as to their petition to invalidate

the remaining transfer instrument with respect to the house, asserting it was not properly

recorded. Tracee responded that, given the challenges posed by the COVID-19 pandemic, she

acted “diligently and reasonably” to record the transfer instrument. After a hearing, the circuit

court granted summary judgment in favor of the executors and denied a counterclaim filed by

Tracee (to declare the validity of the transfer instrument) in an order entered on August 8, 2023.

¶ 13 Tracee filed a motion for reconsideration—which the circuit court eventually granted—

and the litigation between Tracee and the executors continued. The executors subsequently filed

a second amended petition against Tracee, seeking to invalidate the transfer instrument based, in

part, on Beverly’s alleged lack of capacity and Tracee’s alleged exertion of undue influence.

The executors further alleged that Tracee improperly withdrew significant amounts from

Beverly’s financial accounts during the last few years of her life. The record on appeal does not

definitively indicate whether and/or when the circuit court ruled on the second amended petition.

¶ 14 Tracee’s Custodial Claim

¶ 15 In the meantime, Tracee filed a custodial claim of more than $180,000 against the estate

on October 16, 2023. Tracee maintained that she satisfied the requirements of section 18-1.1 of

the Probate Act (755 ILCS 5/18-1.1 (West 2022)) by living with Beverly and dedicating herself

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In re Estate of Sopiarz, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-sopiarz-illappct-2026.