In re Estate of Spitler

2023 IL App (5th) 220361-U
Appellate Court of Illinois·Decided June 21, 2023·No. 5-22-0361·Unpublished·Cited by 1 cases

Opinion

2023 IL App (5th) 220361-U NOTICE

NOTICE

Decision filed 06/21/23. The This order was filed under text of this decision may be NO. 5-22-0361 Supreme Court Rule 23 and is changed or corrected prior to not precedent except in the the filing of a Petition for IN THE limited circumstances allowed Rehearing or the disposition of under Rule 23(e)(1).

the same.

APPELLATE COURT OF ILLINOIS

FIFTH DISTRICT

In re ESTATE OF MAXINE E. SPITLER, Deceased ) Appeal from the ) Circuit Court of

(Peoples State Bank, Newton, Illinois, Independent ) Jasper County. Representative of the Estate of Maxine E. Spitler, ) Deceased, and as Successor Trustee of the Maxine E. ) Spitler Revocable Living Trust, dated January 18, 1994, ) as amended, )

)

Petitioner-Appellee, )

)

v. ) No. 19-P-11 )

Thomas Chapman, Kathleen Thomas, Eileen Maneely, ) John Chapman, Adam Kornick, Judy L. Hrvatin, Janette ) M. Healy, Mary L. Chapman Bruschini, Amy Potts, ) Sharon Warnes, Sheryl Lawless, Dorothy Brown, Gail A. ) Crawford, Linda G. Brock, Carol Montgomery, Michael ) Henry, Margaret Kijonka, Ashley Q. Hesler, Seth Hesler, ) Sunrise Youth Center and Community Building, Inc., ) Blake Potts, and Unknown Heirs or Legatees of John R. ) Spitler and Maxine E. Spitler, Deceased, )

)

Respondents-Appellees )

)

and )

)

Norma Jean Aldrich and Kelly Aldrich, ) Honorable ) Martin W. Siemer,

Respondents-Appellants). ) Judge, presiding.

JUSTICE BARBERIS delivered the judgment of the court.

Justices Welch and Cates concurred in the judgment.

ORDER

¶1 Held: The circuit court erred as a matter of law by granting petitioner’s complaint for declaratory judgment, where the court improperly determined that a nonprobated will that had no legal effect at the time was the last, valid, unrevoked will of the decedent.

¶2 The instant appeal arises from the order of the circuit court of Jasper County placing all probate and trust assets of Maxine E. Spitler, deceased, into a constructive trust, with distribution of Maxine’s assets in accordance with a nonprobated joint and mutual will. For the following reasons, we reverse and remand for further proceedings.

¶3 I. Background

¶4 We limit our recitation to those facts relevant to our disposition of this appeal. On July 11, 1965, John and Maxine Spitler, a married couple with no children, jointly executed a “Joint and Mutual Last Will and Testament” (1965 Will). On November 29, 1981, John died.

¶5 On January 7, 1982, Maxine, as executor of the last will and testament of John, petitioned the probate division of the circuit court of Lawrence County to admit the 1965 Will to probate and for letters of testamentary. The court subsequently admitted the will to probate. John and Maxine’s 1965 Will stated as follows:

“FIRST: We direct our executor hereinafter named to pay all of our just debts and funeral expenses as soon after our decease as conveniently may be done.

SECOND: We hereby give, devise, and bequeath all of the rest, residue and remainder of our property, real, personal and mixed, and of every kind and character and wheresoever the same may be situated, to the survivor of the two of us.

THIRD: At the death of the survivor of the two of us, we hereby direct that so much of the residue and remainder of our property, real, personal and mixed, and of every kind and character and wherever the same may be situated, as then may remain, be divided into two equal shares, one share of which we hereby give, devise and bequeath to the then legal

heirs at law of John R. Spitler, as may be determined by the laws of the descent of the State of Illinois then in force, and the remaining equal share we hereby give, devise and bequeath to the then legal heirs at law of Maxine E. Spitler, as may be determined by the laws of the descent of the State of Illinois then in force.

FOURTH: We hereby nominate, constitute and appoint the survivor of the two of us to be the executor of this, our Joint and Mutual Last Will and Testament, he or she to act without bond. In the event of the inability of said executor to act for any reason, we hereby nominate and appoint G.O. Chapman, of Bridgeport, Illinois, to be the executor of this, our Joint and Mutual Last Will and Testament.”

The 1965 Will essentially devised all property to whomever survived, either John or Maxine. Moreover, following the death of the survivor, the 1965 Will required the division of all property into two equal shares, one share to the legal heirs of John, and one share to the legal heirs of Maxine.

¶6 On July 1, 1985, during the probate proceedings of John’s estate, several siblings of both John and Maxine, including Dorothy Brown, Ira Chapman, G.O. Chapman, Corine Harper, Bertha Jones, and Ruth Crawford (signatories), filed a “Renunciation and Release of All Rights Under Last Will and Testament” (1985 Renunciation). With the belief that the survivor, either John or Maxine, was the sole owner of their property, the signatories stated that they “hereby forever release, relinquish and discharge any claim that each might otherwise assert against any real, personal or mixed property, owned by John R. Spitler, and/or Maxine E. Spitler, arising from the identified” 1965 Will.

¶7 On December 6, 1989, the probate division of the circuit court of Lawrence County approved a report indicating that Maxine, as executor, “ ‘transferred all remaining funds to herself

as sole residuary legatee-devisee’ ” under the 1965 Will. 1 The court closed John’s estate on February 19, 1989.

¶8 On January 18, 1994, Maxine established her revocable living trust, titled “Maxine E. Spitler Revocable Living Trust” (Trust). On September 23, 1997, Maxine signed an amendment to the Trust. She then signed a first restatement to the Trust on December 10, 2004, a second restatement on August 8, 2008, and a third and final restatement on December 8, 2008. Respondents, Kelly and Norma Jean Aldrich (Aldrich respondents), were named beneficiaries of Maxine’s Trust, as amended. 2

¶9 On December 8, 2008, Maxine executed a “pour over” living will and testament (2008 Will), with Maxine’s Trust, as amended, named as the sole legatee. Maxine’s 2008 Will “revok[ed] all former Wills” and devised her entire probate estate to the acting trustee of Maxine’s Trust, as amended, which provided a distribution plan contrary to the terms of the 1965 Will.

¶ 10 On May 1, 2019, Maxine died in Newton, Jasper County, Illinois.

¶ 11 On June 4, 2019, petitioner, the Peoples State Bank, acting as independent representative of Maxine’s estate and successor trustee of Maxine’s Trust, as amended, 3 petitioned the circuit court of Jasper County to probate Maxine’s 2008 Will and requested letters of testamentary issued

1 A record sheet in the record on appeal indicates that the probate division of the circuit court of Lawrence County approved the final report on February 19, 1989; however, the specifics of the final report are not contained in the record on appeal.

2 The following individuals are members of Chapman respondents and also beneficiaries of Maxine’s Trust, as amended: Margaret Kijonka, Ashley Hesler, Seth Hesler, Sunrise Youth Center and Community Building, Inc., and Blake Potts. All individuals, except Blake Potts, filed a response to petitioner’s complaint.

3 The circuit court entered an order on June 4, 2019, declaring petitioner as acting independent legal representative of Maxine’s estate and successor trustee of Maxine’s Trust.

on behalf of Maxine’s estate (19-P-11). Petitioner attached the 2008 Will, three letters of office, 4 and a proof of heirship. That same day, the court admitted the 2008 Will to probate.

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In re Estate of Spitler
2023 IL App (5th) 220361-U (Appellate Court of Illinois, 2023)