Matter of Estate of Croce

653 N.E.2d 20, 210 Ill. Dec. 433, 273 Ill. App. 3d 599
CourtAppellate Court of Illinois
DecidedJune 23, 1995
Docket1-94-2425
StatusPublished

This text of 653 N.E.2d 20 (Matter of Estate of Croce) 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
Matter of Estate of Croce, 653 N.E.2d 20, 210 Ill. Dec. 433, 273 Ill. App. 3d 599 (Ill. Ct. App. 1995).

Opinion

653 N.E.2d 20 (1995)
273 Ill.App.3d 599
210 Ill.Dec. 433

In the Matter of the ESTATE OF Leanore Taub CROCE, Deceased, (Donato Croce, Petitioner-Appellant,
v.
Merle Davis, as Executor and Trustee Under the Last Will and Testament of Leanore Taub Croce, Deceased, and Michael Croce, a Minor, Respondent-Appellee).

No. 1-94-2425.

Appellate Court of Illinois, First District, Sixth Division.

June 23, 1995.

*21 Vincent J. Pascucci, Chicago, for appellant.

A. Charles Kogut and Anthony J. Kogut of Kogut & Associates, Des Plaines, for appellee.

Justice EGAN delivered the opinion of the court:

The principal issue in this case is whether a surviving spouse may maintain a will contest after having filed a renunciation of the will. No Illinois case has addressed this precise issue; but cases in other jurisdictions have.

Donato Croce, the surviving spouse, appeals from an order dismissing his complaint to contest the will of his wife, the decedent, Leanore Taub Croce. The trial judge held that a renunciation of the will filed by the petitioner barred him from maintaining the will contest. The petitioner also appeals from a subsequent order denying him leave to withdraw his renunciation.

The decedent died on May 25, 1993; surviving her were the petitioner and a son, Michael Croce. A petition for probate of a will was filed on June 23, 1993. In the will, the decedent gave her residence in trust to her son; a custodial brokerage account in trust to her son; a savings account in trust to her son; and any interest the decedent had in her late mother's estate to her son. The decedent gave to the petitioner 50 percent of her one-half interest in property at 1120 Jackson Boulevard in Chicago. (Her brother owned the other one-half interest.) She expressed the intention that her son be given 25 percent interest in that property.

On December 6, 1993, the petitioner filed a petition to contest the will alleging that the decedent lacked testamentary capacity when she executed the will. On January 10, 1994, the petitioner filed a renunciation of the will. On January 27, the executor filed a motion to strike the will contest complaint on the ground that the allegations were legally insufficient. The record does not contain a pleading in which the executor alleged that the will contest complaint must be dismissed because of the renunciation; but apparently the executor did file such a pleading because the petitioner filed a response on February 14, in which he maintains that "no Illinois cases prohibit a spouse who exercises his right to renounce a will from also challenging the validity of that will." On February 28, the judge struck the will contest complaint and gave the petitioner 21 days to file an amended complaint.

On April 22, the petitioner was given leave to file a first amended complaint to contest the will; and the executor was given 14 days to file a response. The record contains an agreed order entered on May 2, giving the petitioner 14 days to file a response to the executor's motion to strike and dismiss the will contest; but it does not contain the executor's motion to strike and dismiss.

On May 19, the petitioner filed a response to the motion to strike and dismiss the first amended complaint to contest the will and a "revocation of spouse's renunciation of will." In his response to the motion to strike and dismiss, the petitioner stated that "his renunciation does not constitute an election to take, under the Will, but, in fact, reenforces and reaffirms his refusal to recognize the terms and provisions of the Will." In his response he asked that, if the judge determined that his renunciation of the will constituted an election which barred him from continuing his will contest, the court permit him to withdraw the renunciation "on the basis that: A. the renunciation was filed after the date of the filing of the will contest action which was filed on December 6, 1993; and B. the executor has previously approved and suggested such withdrawal."

In the "revocation of renunciation" filed the same day, the petitioner alleged as follows:

"The Court has determined on the Motion of the executor that the Renunciation constitutes an election by the spouse as to *22 the manner in which he will take from the estate of wife and is therefore a bar to the Petition to Contest the decedent's will.
At the time of the filing of the Renunciation the undersigned believed and understood that such action constituted a further indication of his refusal to recognize the will of the decedent as a valid expression of her intentions. Accordingly, his Renunciation was intended not as an election but as a further rejection of the decedent's will and codicils."

On May 20, the trial judge dismissed the will contest with prejudice. On June 17, the petitioner filed a motion to reconsider. On June 23, the judge denied the motion to reconsider and denied the petitioner's motion for leave to withdraw the renunciation of the will.

This case hinges on the interpretation of Section 2-8 of the Probate Act of 1975 (755 ILCS 5/2-8 (West 1992)) which provides in part as follows:

"Renunciation of Will by Spouse.
(a) If a will is renounced by the testator's surviving spouse, whether or not the will contains any provision for the benefit of the surviving spouse, the surviving spouse is entitled to the following share of the testator's estate after payment of all just claims: 1/3 of the entire estate if the testator leaves a descendant or ½ of the entire estate if the testator leaves no descendant.
(b) In order to renounce a will, the testator's surviving spouse must file in the court in which the will was admitted to probate a written instrument signed by the surviving spouse and declaring the renunciation. The time of filing the instrument is: (1) within 7 months after the admission of the will to probate or (2) within such further time as may be allowed by the court if, within 7 months after the admission of the will to probate or before the expiration of any extended period, the surviving spouse files a petition there for setting forth that litigation is pending that affects the share of the surviving spouse in the estate. The filing of the instrument is a complete bar to any claim of the surviving spouse under the will."

Everyone agrees that if, instead of filing a renunciation, the petitioner had filed a petition informing the judge of the existence of the complaint for a will contest and seeking an extension of time in which to file a renunciation, there would have been no problem. We agree that the petitioner might have made a tactical mistake, but we do not believe it was fatal to his right to maintain the will contest.

The general rule is that any "interested person" may contest a will. (95 C.J.S. Wills § 329, at 176-78 (1956).) No one disputes the fact that the petitioner is an "interested person."

In a case with facts almost identical to the one before us, the Indiana Appellate Court held that a widow was not estopped from contesting her deceased's husband's will despite the fact that she had renounced the provisions of that will. (Herbert v. National City Bank (1929), 88 Ind.App. 626, 165 N.E. 80.) In that case, the testator died leaving his wife and a minor daughter. After the will was probated, the wife renounced the provisions of the will in accordance with the renunciation statute. She then brought an action to contest the validity of the will.

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Related

Haas v. Haas
96 N.E.2d 116 (Indiana Court of Appeals, 1951)
First National Bank v. McMillan
145 N.E.2d 60 (Illinois Supreme Court, 1957)
In Re Estate of Donovan
98 N.E.2d 757 (Illinois Supreme Court, 1951)
Herbert v. Nat. City Bank, Exr.
165 N.E. 80 (Indiana Court of Appeals, 1929)
Edwards v. Edwards
11 So. 2d 450 (Mississippi Supreme Court, 1943)
Croce v. Davis
273 Ill. App. 3d 599 (Appellate Court of Illinois, 1995)
Carman v. Gilbert
641 So. 2d 1323 (Supreme Court of Florida, 1994)

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Bluebook (online)
653 N.E.2d 20, 210 Ill. Dec. 433, 273 Ill. App. 3d 599, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-croce-illappct-1995.