Spencer v. Ray

2025 IL App (4th) 240919-U
Appellate Court of Illinois·Decided April 10, 2025·No. 4-24-0919·Unpublished

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

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

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 8, 2022, Schlosser wrote he was leaving his current law firm but did not have a specific date, and he said a new attorney would be assigned to the case. On September 21, 2022, plaintiff contacted attorney Warren Benning about representation. After Benning was retained, plaintiff filed his

November 4, 2022, petition for partition. In March 2023, Benning left private practice, and plaintiff retained attorney David Hall.

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