Spencer v. Ray

2025 IL App (4th) 240919-U
CourtAppellate Court of Illinois
DecidedApril 10, 2025
Docket4-24-0919
StatusUnpublished

This text of 2025 IL App (4th) 240919-U (Spencer v. Ray) 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
Spencer v. Ray, 2025 IL App (4th) 240919-U (Ill. Ct. App. 2025).

Opinion

NOTICE 2025 IL App (4th) 240919-U This Order was filed under FILED Supreme Court Rule 23 and is April 10, 2025 NO. 4-24-0919 Carla Bender not precedent except in the limited circumstances allowed 4th District Appellate under Rule 23(e)(1). IN THE APPELLATE COURT Court, IL

OF ILLINOIS

FOURTH DISTRICT

KEITH EDWARD SPENCER, ) Appeal from the Plaintiff-Appellant, ) Circuit Court of v. ) Logan County LINDA RAY, SARAH JANELLE SPENCER, and ) No. 22CH7 ZACHARY NEAL SPENCER, ) Defendants-Appellees. ) Honorable ) William G. Workman, ) Judge Presiding.

JUSTICE KNECHT delivered the judgment of the court. Justices DeArmond and Vancil concurred in the judgment.

ORDER

¶1 Held: The appellate court reversed and remanded when plaintiff showed prima facie error based on the trial court’s denial of his request to testify remotely. The record showed the court failed to consider the proper factors when it denied the request.

¶2 Plaintiff, Keith Edward Spencer, appeals the trial court’s order allocating sales

proceeds among himself and defendants, Linda Ray, Sarah Janelle Spencer, and Zachary Neal

Spencer, following the sale of a residence in a partition action. On appeal, plaintiff contends the

court erred in (1) denying his motion to allow him to provide remote testimony under Illinois

Supreme Court Rule 241 (eff. Feb. 2, 2023), (2) refusing to accept his affidavit in lieu of

testimony, and (3) allocating the sales proceeds, costs, and fees. Defendants have not filed briefs

on appeal.

¶3 We determine plaintiff has shown prima facie error when the trial court denied his

motion to testify remotely based on the court’s personal preference for in-person testimony and concerns about the possibility plaintiff’s wife would be in the room with him. The record shows

it would be impossible for plaintiff to testify in person due to his disabilities and residence in

another state. Meanwhile, personal preference is not among the primary factors to be considered

when deciding whether to allow remote testimony, and the court could apply safeguards to

ensure plaintiff’s testimony was not influenced by another person. Nothing indicates the court

considered the proper factors of (1) any due process concerns, (2) the ability to question

witnesses, (3) hardships that may prevent the witness from appearing in person, (4) the type of

case, (5) any prejudice to the parties if testimony is to occur by video conference, and (6) any

other issues of fairness. See id. Accordingly, we reverse and remand for a new evidentiary

hearing.

¶4 I. BACKGROUND

¶5 In November 2022, plaintiff filed a complaint seeking partition of a residence in

Lincoln, Illinois. In January 2023, Linda also filed a complaint for partition of the property, and

the trial court consolidated the cases. The record shows Linda is plaintiff’s sister. Sarah and

Zachary are plaintiff’s niece and nephew from a deceased brother. Linda’s mother, Judith

Spencer, previously lived in the residence under a life estate.

¶6 On December 7, 2023, the trial court held a status hearing via Zoom with all

parties present. The record on appeal does not contain transcripts of the hearings in the case.

However, plaintiff’s proposed bystander’s report was approved by the court. Thus, facts

concerning the hearings are taken from that report.

¶7 During the hearing, the parties informed the trial court a contract for sale had been

entered, with a closing date set for December 29, 2023. The parties agreed the sales proceeds

would be held in escrow pending either agreement by the parties as to distribution or further

-2- order of the court directing distribution of the proceeds. The court set an evidentiary hearing on

distribution of the proceeds for January 31, 2024, in the event the parties could not agree upon an

equitable distribution. Plaintiff’s counsel then inquired about the possibility of plaintiff appearing

remotely at the hearing because plaintiff resided in Florida and had medical and physical

conditions which made travel extremely difficult. The court stated its preference was any

testimony at the evidentiary hearing be in person.

¶8 On January 29, 2024, plaintiff filed a written motion, seeking to be allowed to

testify remotely at the evidentiary hearing. Plaintiff alleged the parties did not agree on

distribution of the proceeds of the sale and it would be physically impossible for him to testify in

person. In the alternative, plaintiff requested the trial court consider his affidavit in lieu of his

testimony.

¶9 Plaintiff attached two affidavits to his motion. In the first, he averred he lived in

Florida, was six feet and one inch in height, and weighed over 500 pounds. He was permanently

disabled due to a severe injury, wheelchair bound, and unable to walk. He further averred cancer

had affected his urinary functions, suffered from ventricular tachycardia, and was “a severe

Type-2, needle dependent diabetic.” Plaintiff required the assistance of his wife to take care of

his basic needs and was unable to travel distances longer than approximately one hour. Thus, it

was physically impossible for him to travel to Illinois.

¶ 10 In the second affidavit, offered in lieu of his testimony, plaintiff averred he and

Linda were not on speaking terms. He averred the property was part of an estate that was passed

via the Thomas Edward Hall Estate after several life estates had ceased. Linda was not an

executor of that estate. He also averred Judith, as a person who previously had a life estate in the

property, never owned the property. At the time of Judith’s death, all personal property in the

-3- residence became Linda’s property per Judith’s will.

¶ 11 Plaintiff averred he contacted Linda’s attorney, Jacob Schlosser, in March 2022

about selling the property. Schlosser said Linda wished to purchase the property. Linda ordered

an appraisal because she was planning to buy it, and the appraised value was determined to be

$45,000. A proposal was made: if plaintiff committed to Linda purchasing the property, utility

bills, taxes, and upkeep would be split three ways. A spreadsheet of expenses was presented,

with no documentation to verify the amounts. Plaintiff asked Schlosser for (1) actual receipts and

verification of payments for utility bills and upkeep, (2) a copy of the insurance policy for the

residence, (3) Judith’s death certificate, and (4) a key to the property for defendant, to be picked

up by a local agent. After 45 days, on June 5, 2022, plaintiff sent Schlosser an e-mail, seeking an

update. On June 7, 2022, Schlosser responded Linda no longer wished to purchase the property

and had a third party in line to purchase it. Schlosser stated Linda would assume payment of all

bills from the time of Judith’s death to the time of the sale. A contract would not be written at

that time, as they did not wish to proceed with the expense of creating one if they were not in

agreement. Schlosser said Linda also would not produce a key because of safety concerns. On

June 15, 2022, plaintiff e-mailed Schlosser, seeking further information and requesting a key. He

averred Linda did not have his permission to store personal items in the residence, and he sought

a reasonable rent for its use for storage.

¶ 12 Plaintiff averred he sent an e-mail on July 11, 2022, asking for an update. On July

20, 2022, Schlosser responded he was unable to reach Linda for further information. On August

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Cite This Page — Counsel Stack

Bluebook (online)
2025 IL App (4th) 240919-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spencer-v-ray-illappct-2025.