Mattea v. Mattea

Appellate Court of Illinois·Decided September 4, 2026·No. 5-25-0372·Unpublished

Opinion

NOTICE

2026 IL App (5th) 250372-U NOTICE

Decision filed 09/04/26. The This order was filed under text of this decision may be NO. 5-25-0372 Supreme Court Rule 23 and is changed or corrected prior to the filing of a Petition for not precedent except in the

Rehearing or the disposition of IN THE limited circumstances allowed the same. under Rule 23(e)(1).

APPELLATE COURT OF ILLINOIS

FIFTH DISTRICT

ROGER MATTEA, ) Appeal from the ) Circuit Court of

Petitioner-Appellee, ) St. Clair County.

)

v. ) Nos. 17-P-734, 17-MR-384, ) 18-CH-447

BRUCE MATTEA, )

)

Respondent-Appellant )

)

and )

)

JUSTIN MATTEA and JULIA GIACOLETTO, ) Honorable Stacy L. Campbell and ) Honorable Julie K. Katz, Respondents-Appellees. ) Judges, presiding.

JUSTICE BOLLINGER delivered the judgment of the court.

Justices Sholar and Hackett concurred in the judgment.

ORDER

¶1 Held: Where the terms of the mediated settlement agreement were not contingent on the entry of a global release, it was not against the manifest weight of the evidence for the circuit court to find that it was an enforceable order.

¶2 Following mediation, the parties entered into a mediated settlement agreement (MSA) that was executed immediately after the mediation session. Although the MSA was not dependent on the signing of a separate global release, Bruce Mattea drafted and distributed such a document, which the parties could not agree upon. The circuit court ultimately entered an order that the MSA was an enforceable agreement as executed. Four years later, Bruce continued to circulate a global

release, and the circuit court eventually ordered the parties to comply with its first order. Bruce appealed, contending that the MSA was not enforceable. For the reasons outlined below we affirm the judgment of the circuit court.

¶3 I. BACKGROUND

¶4 The principal dispute on appeal concerns the enforcement of an MSA arising from three related cases. As the particular causes of action underlying these cases are not the subject of the appeal, only a summary of the three cases will be provided. These cases originate from the death of Wanda Mattea, with the causes of action involving her two sons, Bruce Mattea and Roger Mattea. Roger’s two children, Justin and Julia, were added as necessary parties in one of the cases.

¶5 On October 19, 2017, Roger filed a petition for the probate of Wanda’s will. Roger was designated as the executor of the will, and he and Bruce were the sole heirs. Roger requested the will’s admission to probate and the issuance of independent letters of office. On the same day, an order was issued appointing Roger as an independent executor, and letters of office were issued. Between November 2, 2017, and September 2019, the parties filed at least 40 petitions, motions, and responses, directed at each other, none of which are pertinent to the issues on appeal.

¶6 The second action commenced on December 7, 2017, when Roger filed a miscellaneous remedy complaint against Bruce. Roger stated that in April 2014, he and Wanda jointly owned a bank account at Home Federal Savings and Loan, doing business as Best Hometown Bank. He further indicated that on March 6, 2015, Bruce closed this account and subsequently opened a new account at the same banking institution solely in Wanda’s name. Both accounts contained Payable on Death (POD) designations, allocating 50% to Bruce and 25% each to Justin and Julia. Roger stated that Bruce did not obtain his prior consent before closing the joint account, asserting that this action was carried out “under the guise of a power of attorney he claimed to hold” on behalf

of Wanda. Roger requested that the account ownership be reverted to him. He asserted claims based on conversion, breach of fiduciary duty, and unjust enrichment.

¶7 On January 5, 2018, the circuit court issued an order concerning matters unrelated to this appeal. In that order, the circuit court determined that Justin and Julia were necessary parties and instructed Roger to serve them and to file an amended pleading within 21 days. Subsequently, on January 26, 2018, Roger filed a first amended petition, essentially restating the same allegations, adding that Justin and Julia did not oppose his actions therein. Following a motion to reconsider regarding the designation of Justin and Julia as necessary parties, the circuit court issued a written order on February 13, 2018, labeling them as “consenting affiants.” After the dismissal of his first amended petition, Roger filed a second amended petition, renaming Justin and Julia as party respondents. This petition asserted the same three counts as previously asserted.

¶8 The third matter concerned a chancery action initiated by Roger in his capacity as executor of Wanda’s estate. He filed a complaint for partition against Bruce on August 27, 2018. The request was for a division of Wanda’s property between him and Bruce, or, if a division could not occur, for the property to be sold. Following a hearing on Bruce’s motion to dismiss, Roger was granted 14 days to amend his complaint, which he did on November 30, 2018. Subsequently, on March 1, 2019, the circuit court issued an order directing that the property be sold and that the proceeds be held in escrow.

¶9 Subsequently, and with regard to the issues on appeal, the filings and orders pertaining to these issues were occasionally filed in all three cases, while at other times, they were confined to a single case. The parties have not challenged the applicability of the motions and the corresponding orders to all three cases; accordingly, these will be discussed as if they pertain to all three cases. On September 11, 2019, Roger filed a motion to order mediation. The circuit court

granted the order for mediation on September 19, 2019. On October 30, 2019, Bruce filed a motion to disqualify Justin’s attorney, Robert J. Sprague. On January 8, 2020, the circuit court entered an order stating that the parties had settled the cases in mediation on January 7, 2020, and vacated the trial setting. Settlement documents were ordered to be submitted by March 17, 2020.

¶ 10 On April 15, 2021, Roger filed a motion to enforce the settlement agreement. He stated that he and Bruce, along with their respective counsel, participated in mediation on January 7, 2020, during which they entered into an MSA, which he attached as an exhibit to the motion. He indicated that the MSA stipulated that “The Parties will enter into a more formal and complete settlement document and release while acknowledging that this settlement document contains all the essential terms of settlement between the Parties. *** The Parties will use their best efforts to finalize the settlement documents, release and transfer of assets as soon as possible and simultaneously.” Roger indicated that on February 11, 2020, Bruce provided a draft MSA that included “extraneous terms outside of the terms agreed to by the parties in the Mediated Settlement Agreement, including but not limited to terms related to Justin Mattea Law, LLC.” He maintained that Bruce was delaying the process by trying to incorporate additional terms not agreed upon during mediation.

¶ 11 On July 22, 2021, Sprague filed a response to Bruce’s motion to disqualify him, stating that he did not recall having met with Justin to discuss Bruce’s marital case, and requested that the motion to disqualify be dismissed. With the circuit court’s permission, Bruce filed an addendum on August 12, 2021, in support of his motion to disqualify Sprague. On August 13, 2021, Sprague filed an additional affidavit, again asserting that he had no recollection of meeting with Justin. He further stated that he did not open a file for Bruce, and his records do not reflect any receipt of

funds from Bruce. Following a hearing, the circuit court issued a written order denying the motion to disqualify.

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