McKelvy v. Menzies

2025 IL App (2d) 240138
Appellate Court of Illinois·Decided November 14, 2025·No. 2-24-0138·Published

Opinion

No. 2-24-0138

Opinion filed November 14, 2025

IN THE

APPELLATE COURT OF ILLINOIS

SECOND DISTRICT

LATASHA McKELVY, as Special ) Appeal from the Circuit Court Administrator of the Estate of SHAFT ) of Lake County. WILSON JR., Deceased, )

)

Plaintiff-Appellant, )

)

v. ) No. 19-L-540 )

JOANNE MENZIES, Individually and as ) Trustee of Parcel ID: 1607301027 Commonly ) Known as 1359 West Estate Lane East, Lake ) Forest, Illinois, and KATHERINE MENZIES, ) Honorable ) Jorge L. Ortiz,

Defendants-Appellees. ) Judge, Presiding.

JUSTICE SCHOSTOK delivered the judgment of the court, with opinion.

Justices Jorgensen and Birkett concurred in the judgment and opinion.

OPINION

¶1 Plaintiff, Latasha McKelvy, as special administrator of the estate of her son, Shaft Wilson, Jr., filed a complaint in the circuit court of Lake County seeking damages from defendants Joanne and Katherine Menzies as a result of Shaft’s death. Shaft was shot and killed by a stray bullet during a party at a house owned by Joanne and where Katherine (who was in her late 20s) was living. The trial court granted defendants’ motion to dismiss plaintiff’s complaint. Plaintiff appeals from that order. We affirm.

¶2 I. BACKGROUND ¶3 The following facts are taken from plaintiff’s fifth amended complaint (complaint). On October 28 to 29, 2017, Katherine hosted a Halloween party at 1359 West Estate Lane East in Lake Forest. (The house was owned by Joanne.) Katherine allowed her boyfriend to advertise the party on Facebook and charge a $15 admission fee. The advertisement indicated that Katherine’s boyfriend and his fellow gang members would be “SEARCHING AT DOOR” and that they were “ARMED And DANGEROUS.” Katherine knew her boyfriend wanted partygoers to be checked for weapons prior to entering the premises because gunshots had been fired at a party they had attended together two weeks prior. Over 200 people attended Katherine’s party. One of those people was Shaft, who was shot and killed. ¶4 The complaint alleged that Katherine knew or reasonably should have known that violence would break out at the party as a result of her boyfriend and his fellow gang members carrying illegal guns at the party. The complaint alleged that Katherine owed a duty of care to Shaft and that Joanne owed that same duty through her “agents in possession of the residence.” The complaint further alleged that defendants breached that duty by (1) providing inadequate security at the event, (2) permitting persons who were armed and dangerous to attend the event, (3) failing to intervene and protect invitees when a dispute arose between guests who were intoxicated and/or armed, (4) serving intoxicated guests and minors liquor when defendants knew or should have known they were carrying loaded guns and had made death threats, (5) allowing horseplay to occur on the property with intoxicated guests with loaded guns who became violent, and (6) failing to have the police break up the party when they were present outside the premises. As a proximate result of defendants’ breach of their duty, Shaft was killed by gunfire. The plaintiff therefore sought damages in excess of $50,000.

¶5 In response, Joanne filed a motion pursuant to section 2-619.1 of the Code of Civil Procedure (Code) (735 ILCS 5/2-619.1 (West 2022)), seeking to dismiss the complaint. The section 2-615 (id. § 2-615) portion of the motion argued that Joanne owed no duty to Shaft because his death by gunfire was not foreseeable. The section 2-619 (id. § 2-619) portion of the motion argued that Joanne owed no duty of care to Shaft because she did not possess or occupy the property at issue and had no knowledge about the party that occurred there. In support of this argument, she relied on her affidavit and deposition testimony. ¶6 Katherine filed a section 2-615 motion to dismiss the complaint. Like Joanne, she argued that she owed no duty to Shaft because his death from gunfire was unforeseeable. ¶7 On December 6, 2023, plaintiff filed a motion to strike the briefing schedule on Joanne’s section 2-619.1 motion. Plaintiff argued that she could not respond to the section 2-619 portion of Joanne’s motion until she had taken Katherine’s deposition. ¶8 On December 12, 2023, the trial court ordered that plaintiff would have two days to respond to the section 2-615 argument in Joanne’s motion to dismiss. The trial court indicated that it would then conduct a hearing on only the section 2-615 portion of the motion to dismiss. ¶9 On January 16, 2024, following a hearing, the trial court granted both Joanne and Katherine’s section 2-615 motions to dismiss the complaint with prejudice. 1 The trial court explained that neither Joanne nor Katherine owed a duty to Shaft because his death by gunfire was not foreseeable.

1 The trial court had previously dismissed plaintiff’s first and third amended complaints without

prejudice. The trial court dismissed the first amended complaint as it found that the standard of ordinary care did not apply to the case. The trial court dismissed the third amended complaint because plaintiff had not alleged facts indicating that the shooting was reasonably foreseeable.

¶ 10 Following the trial court’s ruling, plaintiff filed a timely notice of appeal. ¶ 11 II. ANALYSIS ¶ 12 On appeal, plaintiff argues that the trial court erred in finding that defendants did not owe a duty to Shaft and, therefore, dismissing the complaint with prejudice. 2 Plaintiff argues that defendants owed a duty of care to Shaft based on their special relationship to him; he was defendants’ business invitee. Alternatively, plaintiff argues that defendants voluntarily assumed a duty of care for Shaft by providing security at the party. ¶ 13 A motion to dismiss under section 2-615 of the Code challenges a complaint’s legal sufficiency based on defects apparent on the face of the complaint. Khan v. Deutsche Bank AG, 2012 IL 112219, ¶ 47. In ruling on a section 2-615 motion to dismiss, the court must accept all well-pleaded facts, as well as any reasonable inferences to be drawn therefrom, as true. Id. As a result, a defendant may properly raise an affirmative defense in a section 2-615 motion if the defense is apparent from the face of the complaint. O’Callaghan v. Satherlie, 2015 IL App (1st) 142152, ¶ 18. The court can also consider judicial admissions in the record and matters of which the court is entitled to take judicial notice. K. Miller Construction Co. v. McGinnis, 238 Ill. 2d 284, 291 (2010). We review a trial court’s decision on a section 2-615 motion to dismiss de novo. Reynolds v. Jimmy John’s Enterprises, LLC, 2013 IL App (4th) 120139, ¶ 25. ¶ 14 A negligence claim requires “the existence of a duty of care owed by the defendant to the plaintiff, a breach of that duty, and an injury proximately caused by that breach.” Marshall v. Burger King Corp., 222 Ill. 2d 422, 430 (2006). Questions regarding breach of a duty and

2 We will refer to Joanne and Katherine collectively as “defendants” since Joanne’s liability is

premised on Katherine’s liability. If the allegations do not establish that Katherine owed a duty of care to Shaft, then we must necessarily determine that Joanne did not owe Shaft a duty either.

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