Mentgen v. Dowell

2021 IL App (2d) 200017-U
CourtAppellate Court of Illinois
DecidedMarch 10, 2022
Docket2-20-0017
StatusUnpublished

This text of 2021 IL App (2d) 200017-U (Mentgen v. Dowell) 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
Mentgen v. Dowell, 2021 IL App (2d) 200017-U (Ill. Ct. App. 2022).

Opinion

2022 IL App (2d) 200017-U No. 2-20-0017 Order filed March 10, 2022

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1). ______________________________________________________________________________

IN THE

APPELLATE COURT OF ILLINOIS

SECOND DISTRICT ______________________________________________________________________________

SUSAN BEESON MENTGEN, as Trustee ) Appeal from the Circuit Court of the May H. Beeson Trust, dated May ) of McHenry County. 19, 1992, ) ) Plaintiff-Appellant, ) ) v. ) No. 17-LA-402 ) CHARLES F. DOWELL, ROXANN ) DOWELL, PAT BETLINSKI, BERKSHIRE ) HATHAWAY HOME SERVICES STARCK ) REAL ESTATE, an Illinois corporation, ) CODY BOOK, LISA HADERLEIN, and THE ) LAND CONSERVANCY OF MCHENRY ) COUNTY, an Illinois not-for-profit corporation,) ) Defendants ) ) (Charles F. Dowell, Roxann Dowell, ) Pat Betlinski, Berkshire Hathaway Home ) Services Starck Real Estate, an Illinois ) Honorable corporation, and Cody Book, Defendants- ) Thomas Meyer, Appellees). ) Judge, Presiding. ______________________________________________________________________________

JUSTICE McLAREN delivered the judgment of the court. Justices Jorgensen and Brennan concurred in the judgment.

ORDER 2022 IL App (2d) 200017-U

¶1 Held: (1) Plaintiff failed to properly preserve for appeal the issues of whether the trial court erred in dismissing counts I, II, V, and VII of her Amended Complaint; plaintiff filed a Second Amended Complaint that changed the allegations of those counts instead of one that realleges, incorporates by reference, or refers to the dismissed counts; (2) the trial court erred in dismissing counts alleging unjust enrichment and breach of fiduciary duty; (3) trial court affirmed in part, reversed in part, and the cause remanded for further proceedings.

¶2 Plaintiff, Susan Beeson Mentgen, as Trustee of the May H. Beeson Trust dated May 9,

1992 (Trust), appeals from (1) the trial court’s dismissal of various counts of her amended and

second-amended complaints and (2) the trial court’s denial of her motion to reconsider and motion

for leave to file a second-amended complaint against certain defendants. We reverse and remand.

¶3 I. BACKGROUND

¶4 The facts herein are drawn from the factual allegations contained in Mentgen’s Second

Amended Complaint. The Trust is the former owner of a 120-acre parcel of property in Harvard,

Illinois. More than 60 acres of the property had been used as a nursery and for land conservation

purposes. In 2009, the Trust conveyed a conservation easement on the property to defendant, The

Land Conservancy of McHenry County (TLC), a nonprofit land trust whose purpose includes the

conservation of farmland. The reason for the grant of the easement was two-fold: (1) to preserve

the property in its current condition; and (2) an income tax deduction. An appraisal of the property

done for income tax purposes revealed a value of $1,200,000 before the implementation of the

easement and a value of $600,000 after implementation. This appraisal was accepted by the

Internal Revenue Service for tax deduction purposes.

¶5 The easement provided in relevant part that 75 acres of the property was utilized for

nursery, 40 acres remained native forest, woodland, and savanna in predominantly natural

condition, and 5 acres contained all the buildings. The property possessed “natural and scenic

values (collectively ‘Conservation Values’)” that were “of great importance to Grantors, the people

-2- 2022 IL App (2d) 200017-U

of McHenry County and the people of the State of Illinois.” The “Conservation Purpose” of the

easement included the preservation of the conservation values by continuing the land use patterns

existing at the time of the grant. The easement expressly prohibited “any activity on or use of the

Property inconsistent with the purpose of this Easement.” Amongst other things, it specifically

prohibited any alteration of the surface topography and hydrology of the land, any use or activity

that causes or is likely to cause significant soil degradation or erosion, and “row cropping of corn,

soybeans or other commodity grains”. TLC was to manage the property according to the attached

Management Plan, which could be amended or modified. However, no amendment or

modification could “materially and adversely affect the conservation purpose” of the Easement.

Any modification was required to be in a written instrument signed by the Grantors and Grantees

and recorded.

¶6 Following the death of May Beeson, the property was the subject of a lawsuit involving

the Beeson siblings, including Mentgen. The suit resulted in a judgment that the easement remain

in effect and that the property be listed for sale to the general public. Both the listing and sales

prices were to be set and approved by the court, and any sales contract was subject to the court’s

acceptance. In April 2015, the court selected defendants Pat Betlinski and Berkshire Hathaway

Home Services Starck Real Estate (Berkshire) to list and sell the property and approved a listing

price of $724,900.

¶7 Over a year later, in July 2016, Betlinski filed an updated market analysis stating that

marketing activity on the property was limited due to the easement’s restrictions on row cropping

of corn, soybeans or other commodity grains. According to the opinions of two appraisers, the

easement decreased the value of the property by 50 % of current farmland prices, indicating a

-3- 2022 IL App (2d) 200017-U

current value of $465,000. The court decreased the price to $649,900, and later that year to

$599,000.

¶8 In December 2016, Mentgen signed a Disclosure and Consent to Dual Agency, which

notified her that Betlinski would be representing defendants Charles F. Dowell and Roxann Dowell

as their real estate agent. In 2015, Betlinski had learned that the Dowells were interested in

purchasing the property in order to lease it to their son-in-law, defendant Cody Book, to farm row

crops, including corn. However, the Dowells were put off by the easement’s prohibition of such

farming.

¶9 Later that month, defendant Lisa Haderlein, executive director of TLC met with Book and

the Dowells to discuss an Amended Management Plan that would allow Book to row crop the

property. Haderlein verbally approved an amended plan that would allow the removal of all the

trees in the nursery area, the leveling of the terraces, a buffer around the nursery area to allow the

use of large motorized farm equipment, and a cyclical farming plan that allowed row crops if soil

erosion was kept within tolerable erosion levels.

¶ 10 The Dowells submitted an offer of $300,000 for the property; negotiations eventually led,

on February 2, 2017, to an agreed-upon purchase price of $470,000, subject to the easement and

court approval. The easement, including the original Management Plan, was attached to the

contract, and the parties initialed every page thereof. Mentgen had no information regarding the

approval of the Amended Management Plan and alleged that she would not have agreed to the real

estate contract at the sale price had she known of it. Betlinski knew of the amended agreement but

never told Mentgen of it. The court approved the real estate contract on February 22. The sale

closed on April 5, 2017; the trustee’s deed specifically made the conveyance subject to the

easement.

-4- 2022 IL App (2d) 200017-U

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2021 IL App (2d) 200017-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mentgen-v-dowell-illappct-2022.