Matthews v. Dorn

549 N.E.2d 892, 192 Ill. App. 3d 1051, 140 Ill. Dec. 241, 1989 Ill. App. LEXIS 1984
CourtAppellate Court of Illinois
DecidedDecember 29, 1989
DocketNo. 1—89—1283
StatusPublished

This text of 549 N.E.2d 892 (Matthews v. Dorn) 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
Matthews v. Dorn, 549 N.E.2d 892, 192 Ill. App. 3d 1051, 140 Ill. Dec. 241, 1989 Ill. App. LEXIS 1984 (Ill. Ct. App. 1989).

Opinion

JUSTICE COCCIA

delivered the opinion of the court:

Plaintiff, guardian Edith Matthews, brought this action to declare a constructive trust for the benefit of Inez Swaim Matthews, a disabled person. At the close of plaintiff’s case the court granted defendant Jay Dorn’s motion for a directed finding. On appeal plaintiff claims that the court erred in failing to impose a constructive trust.

The first witness at trial was Cynthia Farenga, who was appointed guardian ad litem of the estate of Inez Matthews in January 1986. She first saw Inez at Northwestern Community Hospital in Arlington Heights, where Inez had been hospitalized for hip pain. At that time Inez knew her own and her late husband’s names and her date of birth, but she could not recall anyone else’s name. She remembered selling her home, but recalled none of the terms of sale except that she told Farenga that defendant “moved in and took over.” At the conclusion of her interview Farenga determined that Inez needed a guardian.

Defendant was called as an adverse witness and testified that he was introduced to Inez by his father in 1979, and that he moved into Inez’s home at 6250 Gaynelle Road in Tinley Park, Illinois, as a tenant. He offered to pay rent, but Inez refused and requested that he perform chores and household repairs for her instead. Inez had a slight limp at the time and used a cane. Defendant testified that Inez seemed “fine mentally” to him. She continued to drive her 1976 station wagon and did her own shopping, but he went to the store for her on a weekly basis. Defendant testified that by 1984 she was not driving as much and at some point stopped driving, that he then bought her automobile for $2,000 in cash, had the title transferred, and then did all the shopping.

Defendant further testified that Inez’s sister-in-law Edith visited her approximately three times per year. Defendant and Inez discussed his purchase of her home in 1984: Inez told defendant that she had helped Edith previously and wanted defendant to have the house. After she mentioned it several times, defendant contacted attorney James Ebersohl in 1984. In the summer of 1985, because Inez had been insistent, he obtained a form contract and filled it out. He gave the contract to Ebersohl and went to the Tinley Park Bank to apply for a loan. After the bank advised him that Inez should be represented by counsel, he contacted attorney Richard Wojnarowski and asked him to call Inez. Wojnarowski came to the house and spent time with Inez before drafting an agreement between her and defendant. Wojnarowski came again with defendant’s attorney on the day of closing. During this period Inez continued to experience pain in her hip and used a cane but not a walker.

On cross-examination defendant testified that he filled out checks for Inez in 1984 and 1985 but she never signed them in blank. Defendant admitted that two checks for utilities and hardware were prepared by him and signed by Inez after title to the house had been transferred to him. Defendant could not explain a check dated January 1, 1986, nor did he know where the bank statements were for November and December 1985 and January 1986. Inez left the house in December 1985.

Edith Matthews testified that she had been appointed Inez’s guardian following Inez’s hospitalization. She first met defendant after he moved into Inez’s home a year after her brother, Inez’s husband, died. According to Edith, Inez had fallen at work before she had retired and suffered thereafter from hip pain. Inez had relied completely on Edith’s brother while he lived, but Edith helped her obtain a driver’s license after his death. During the next few years it became harder for Inez to get around, and she used a walker outdoors. Edith regularly telephoned Inez several times a week and visited her twice a month. Often Edith would come and stay or bring Inez back to Edith’s home in Buffalo Grove for a visit. After defendant moved in, Inez relied mainly on defendant and stayed home and watched television. When Edith visited Inez, defendant was usually not present, but the house was neat.

Edith testified that Inez’s mental condition deteriorated in 1985 and that Inez only recalled people who were close to her. In the spring of 1985 the house was put into a land trust to which Edith and defendant were beneficiaries in the event of Inez’s death, but Inez had complete control over the house. In the autumn of 1985 Edith asked Inez if she knew she had “signed the house over.” Edith also testified that she had to rewrite a check completely at that time because Inez could not do it.

Edith further testified that Inez’s condition had continued to deteriorate during the last year and that Inez had been on public aid for two years. Edith testified that she did not believe that Inez had a will but did have one living brother.

On cross-examination Edith testified that she had a will drawn up for Inez naming Edith and defendant as beneficiaries, and that Inez signed it. On redirect examination Edith testified that Inez called defendant after her hospitalization and asked him to send her checkbook to her but defendant refused. Edith further testified that after she was appointed guardian of Inez’s estate, defendant refused to give her any of Inez’s check records.

James Ebersohl testified that he was contacted by defendant in June 1985 regarding a real estate closing in which Inez was going to sell her home to defendant. Ebersohl recalled ordering a title policy and mortgage payoff letter. He also recalled recommending that attorney Richard Wojnarowski, with whom he shared office space, represent Inez in the transaction. Tinley Park Bank, which had agreed to extend a mortgage to defendant for the balance due, asked that Inez be represented. Ebersohl identified an agreement between Inez and defendant, which had been prepared by Wojnarowski. It provided that Inez was to live on the premises as long as she wanted without paying rent in exchange for selling the property to defendant. It further provided that defendant would not be liable for any of Inez’s medical bills.

Ebersohl testified that he met Inez at her home on the day of closing because she was not planning to attend. He witnessed her signature on the power of attorney form. He testified that he also wanted to ascertain her condition for his own “peace of mind.” Ebersohl recalled that Inez had a problem with her leg for which she used a walker. Inez indicated clearly to Ebersohl that she wanted defendant to have the property because defendant had been doing things for her for some time, that she relied on defendant greatly, and that no one else was available to take care of her. At this meeting Wojnarowski explained all the closing documents to Inez, who appeared to understand the ramifications of the transaction. Ebersohl also believed Inez’s memory was good.

Richard Wojnarowski testified that Inez called him in October 1985 as a referral from Ebersohl. Inez explained that she wanted to sell her home to defendant for the amount left on the mortgage because defendant and she had resided together and he had cared for her for years. Inez told Wojnarowski that defendant had arranged to pay the loan and transfer title and that his bank insisted that she be represented.

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Cite This Page — Counsel Stack

Bluebook (online)
549 N.E.2d 892, 192 Ill. App. 3d 1051, 140 Ill. Dec. 241, 1989 Ill. App. LEXIS 1984, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matthews-v-dorn-illappct-1989.