Mosier v. Molitor

2015 IL App (1st) 142239, 40 N.E.3d 405
CourtAppellate Court of Illinois
DecidedAugust 31, 2015
Docket1-14-2239
StatusUnpublished

This text of 2015 IL App (1st) 142239 (Mosier v. Molitor) 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
Mosier v. Molitor, 2015 IL App (1st) 142239, 40 N.E.3d 405 (Ill. Ct. App. 2015).

Opinion

2015 IL App (1st) 142239

FIRST DIVISION AUGUST 31, 2015

No. 1-14-2239

CHARLES MOSIER, ) Appeal from the ) Circuit Court of Plaintiff-Appellant, ) Cook County. ) v. ) No. 12 L 12428 ) THOMAS MOLITOR, ) Honorable ) Eileen M. Brewer, Defendant-Appellee. ) Judge Presiding.

JUSTICE CUNNINGHAM delivered the judgment of the court, with opinion. Presiding Justice Delort and Justice Connors concurred in the judgment and opinion.

OPINION

¶1 The circuit court of Cook County dismissed the attorney malpractice complaint filed by

the plaintiff-appellant, Charles Mosier (Charles) as time-barred by section 13-214.3(d) of the

Code of Civil Procedure (735 ILCS 5/13-214.3(d) (West 1994)) 1 (Code), as that provision has

been construed by our supreme court in Wackrow v. Niemi, 231 Ill. 2d 418 (2008). On appeal,

Charles argues that different statutory subsections govern his action, and that his complaint was

timely filed pursuant to sections 13-214.3(b) and (c) of the Code. 735 ILCS 5/13-214.3(b), (c)

1 As explained by our supreme court in a 2008 opinion: "Public Act 89-7, eff. March 9, 1995, partially amended section 13-214.3 by repealing subsection (d). However, the public act was held unconstitutional in its entirety by this court in Best v. Taylor Machine Works, 179 Ill. 2d 367 (1997). To date, the General Assembly has not addressed our holding in Best with regard to section 13-214.3. The text of that section therefore remains in its form prior to our decision in Best." Wackrow v. Niemi, 231 Ill. 2d 418, 423 n.3 (2008). However, the General Assembly has since reinstated section 13-214.3(d). See Pub. Act 98-1077, § 5 (eff. Jan. 1, 2015) (amending 735 ILCS 5/13-214.3 (West 2012)). 1-14-2239

(West 1994). For the following reasons, we affirm the judgment of the circuit court of Cook

County.

¶2 BACKGROUND

¶3 This action arises out of estate planning legal services rendered by defendant-appellee

Thomas Molitor (Molitor) to Charles' deceased aunt, Mary M. Corrado (Mary), and a subsequent

property dispute between two of Mary's nephews, Charles and Thomas Mierkiewicz (Thomas).

¶4 On June 8, 1990, Mary (through an attorney other than Molitor) settled a trust (the 1990

trust) and, at the same time, conveyed real estate located at 1530 Seward Street, Evanston,

Illinois (the Evanston property) to the 1990 trust. The 1990 trust assigned the Evanston property

to Mary’s niece, Diane Carlson (Diane), if she survived Mary, and otherwise, to Diane’s living

descendants. The 1990 trust also assigned 10% of the trust residue to Charles.

¶5 On March 15, 1993, Mary amended the 1990 trust with the assistance of another attorney,

John Shephard (Shephard). This amendment stated that if the Evanston property was an asset of

the trust at the time of Mary's death, it was to be sold and the proceeds added to the principal of

the trust estate. Mary also adjusted the distribution of her estate such that 28% would go to her

surviving sisters (Genevieve, Lena and Josephine), another 18% of the trust residue would be

divided between Lena's two children (including Charles), and another 45% would be distributed

in equal shares to Josephine's five children, which included Thomas.

¶6 On May 18, 1993, Mary amended the 1990 trust a second time, adjusting the distribution

of the residue of her trust estate to give Charles and Thomas, each a 20% share. On June 16,

1997, a third amendment to the 1990 trust again adjusted the distribution to give a 20% share of

the trust residue to Charles and 40% of the trust residue to Thomas.

-2- 1-14-2239

¶7 On October 13, 1997, Mary amended the 1990 trust a fourth and final time. That

amendment adjusted the distribution of the trust to give Thomas 45% of the residue of the trust,

but provided none to Charles. The second, third and fourth amendments to the 1990 trust were

drafted by the law firm of Cleveland and Bernstein. 2

¶8 Although the precise date is not evident from the appellate record, Mary subsequently

retained attorney Molitor to prepare a living trust for her, which was executed on October 22,

2001 (the 2001 trust). According to Charles' complaint in the underlying case, Mary expressed

to Molitor, her intent "that Charles should be her sole beneficiary and that he should be the

owner of the [Evanston property] at the time of her death."

¶9 The 2001 trust drafted by Molitor named Charles as the sole successor trustee upon

Mary's death and provided that all residue and remainder of the trust estate would be distributed

to Charles. The residue of the 2001 trust was to include all accumulated income and principal of

the 2001 trust and all other real or personal property, including cash, stocks, bonds, mutual

funds, I.R.A. accounts, life insurance policies and other items. However, the 2001 trust did not

list the Evanston property as an asset of the 2001 trust, and also did not reference the 1990 trust

or any of its amendments. According to Charles, in drafting the 2001 trust, Molitor failed to

inquire how title was held in the Evanston property and thus "never effectuated the transfer of

title to the [Evanston property] into the 2001 trust." Molitor claims that he did not perform any

legal services for Mary after early 2002.

¶ 10 On December 21, 2006, Mary passed away. At that time, Charles assumed that he was

the owner of the Evanston property. Charles claims that since Mary's death, he physically

2 According to this court's September 2011 Rule 23 order in the prior lawsuit between Charles and Thomas, Mary also executed a separate trust in March 2001 that provided that Charles would receive 60% of the residue of the trust. Mary M. Corrado Trust v. Mosier, 2011 IL App (1st) 101105-U, ¶ 8. However, that trust is not included in the record for this appeal.

-3- 1-14-2239

possessed and maintained the Evanston property, including paying for its upkeep, insurance, and

real estate taxes.

¶ 11 On December 5, 2007, Thomas filed a complaint in the circuit court of Cook County

alleging that Charles wrongfully possessed the Evanston property and sought Charles' eviction

from the Evanston property. Thomas amended his complaint on February 7, 2008, to

additionally request a declaratory judgment that the 2001 trust and the 1990 trust were two

separate trusts and that title to the Evanston property was held by the 1990 trust. In March 2010,

the trial court conducted a bench trial and heard the testimony of Charles, Thomas, Molitor and

other witnesses. On March 19, 2010, the trial court entered a declaratory judgment in favor of

Charles, finding that it was Mary's intent to leave the Evanston property to Charles. The trial

court held that the 2001 trust had "effectively revoked all prior trusts" and that the Evanston

property "shall be deemed the property of that [2001] trust" and thus Charles was entitled to

possess the property.

¶ 12 Thomas appealed to this court. On September 27, 2011, this court issued an order

reversing the trial court's judgment in favor of Charles and remanding for further proceedings.

See Mary M. Corrado Trust v. Mosier, 2011 IL App (1st) 101105-U. In that order, we

emphasized that the 1990 trust and the 2001 trust were completely separate instruments and that

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2015 IL App (1st) 142239, 40 N.E.3d 405, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mosier-v-molitor-illappct-2015.