Springfield Marine Bank v. Bradley

370 N.E.2d 132, 54 Ill. App. 3d 544, 12 Ill. Dec. 509, 1977 Ill. App. LEXIS 3665
CourtAppellate Court of Illinois
DecidedNovember 18, 1977
DocketNo. 14422
StatusPublished

This text of 370 N.E.2d 132 (Springfield Marine Bank v. Bradley) 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
Springfield Marine Bank v. Bradley, 370 N.E.2d 132, 54 Ill. App. 3d 544, 12 Ill. Dec. 509, 1977 Ill. App. LEXIS 3665 (Ill. Ct. App. 1977).

Opinion

Mr. JUSTICE MILLS

delivered the opinion of the court:

Renunciation of a will.

Can it be done here?

No. Too late.

Let us look at the timetable of events:

5- 27-74 Ella Bradley Owens died testate.
6- 14-74 Leonard Lenard Owens, her widower, petitioned to admit Ella’s will to probate and for letters testamentary.
6-26-74 Letters were issued to him and on the same day he filed a verified application for inheritance tax consents, listing every financial account in which his late wife had an interest (except one).
6-27-74 Executor Owens prepared a detailed list of property missing from the marital home.
10-21-74 The executor filed a petition to recover property and to discover personal property bequeathed to him in his late wife’s will. (This matter was resolved and no hearing was ever held.)
12-26-74 Mr. Owens’ sister, Mattie Able, filed a petition to revoke his letters testamentary. (No hearing was ever held on this petition.)
12-26-74 The executor’s sister, Mattie Able, on the same day filed a petition in another cause for the appointment of a conservator for Mr. Owens.
1-17-75 Summons in the conservatorship was served upon Owens.
1-29-75 Owens (through his attorneys, Free & Free) filed a demand for jury trial. (No further hearing was ever had in this conservatorship proceeding, and it remains pending.)
Jan.1975 Mr. Owens remarried.
5-23-75 Alphonso Bradley (brother of decedent) filed a citation to remove Owens as executor.
5- 27-75 Citation was served on Mr. Owens.
6- 19-75 Owens resigned as executor.
7- 15-75 Alphonso Bradley was appointed successor executor.
# »
5-27-76 Illinois Inheritance Tax Return in the Owens estate was filed.
7-19-76 Mr. Owens, as surviving spouse of decedent, filed his verified petition for extension of time to file renunciation of her will, and also filed a proposed verified renunciation.
# #
12-8-76 Owens’ petition for extension of time to file renunciation was heard and taken under advisement, counsel being directed to submit briefs.
1- 27-77 Petition for extension denied.
2- 18-77 Owens filed a motion for reconsideration of said denial.
3- 11-77 Petition for reconsideration denied.
4-4-77 Notice of this appeal was filed.

(Parenthetically, after the institution of this appeal, Mr. Owens was declared incompetent and, upon motion allowed by this court, the conservators of his estate and his person — the Springfield Marine Bank and Eloise D. Owens — have been substituted as parties plaintiff.)

Appellate jurisdiction of this appeal is conferred by Supreme Court Rule 304(b) (Ill. Rev. Stat. 1975, ch. 110A, par. 304(b)), since the order of the trial court sitting in probate finally determined a right of a party, namely Mr. Owens’ right to renounce the will. The sole issue presented is whether the trial court improperly denied leave to file a renunciation of the will 19 months after the running of the statutory period for renunciation.

The law (Ill. Rev. Stat. 1973, ch. 3, par. 17) clearly provides that a renunciation shall be filed within seven months after the admission of the will to probate or “within such further time as may be allowed by the court if, within 7 months after the admission of the will to probate or before the expiration of any extended period, the surviving spouse files a verified petition therefor setting forth that litigation is pending that affects the share of the surviving spouse in the estate.”

If we consider the 7-month period of the Probate Act as analogous to a statue of limitation, then the running of the period may be tolled by a finding of incompetency. In In re Estate of Goldberg (1937), 288 Ill. App. 203, 5 N.E.2d 863, cert. denied (1937), 302 U.S. 693, 82 L. Ed. 535, 58 S. Ct. 12, the incompetent widow was successful in her collateral attack on a divorce decree obtained by her husband:

“Minnie Libby Goldberg was an insane person, prior to the time Philip Goldberg fraudulently obtained his decree or divorce from her, and has remained an insane person to the present time. An insane person cannot be held accountable for any apparent negligence of laches or delay in seeking redress, through the courts or otherwise, for any wrong that may have been done her in respect to her property, and she is not affected by the statute of limitations, which but for her insanity would bar her rights. Dodge v. Cole, 97 Ill. 338; VanBuskirk v. VanBuskirk, 148 Ill. 9.” 288 Ill. App. 203, 212-13, 5 N.E.2d 863, 867.

Also, in Proehl v. Leadley (1967), 86 Ill. App. 2d 472, 230 N.E.2d 516, the court stated that an incompetent person or a person alleged to be incompetent is a ward of the court and is entitled to a special protection of the court whenever the rights of such incompetent may be affected. As defendant notes, however, the incompetence of the ward in Proehl was not disputed. (A conservator was appointed and his appointment was challenged because of a possible conflict of interest. The appellate court held that there was no adverse interest shown by the record and no reason existed to remove the conservator.)

Plaintiff points to Schaffenacker v. Beil (1925), 320 Ill. 31, 150 N.E. 333, and In re Stith's Estate (1970), 45 Ill. 2d 192, 258 N.E.2d 351, as ameliorating the harshness of the rule against late renunciations. In Smith, the widow was allowed three extensions of time for renouncing. However, the petitions for extension alleged the existence of pending litigation, as contemplated by the statute. Further, the first extension order was entered within the statutory period, and the second and third were each entered before the last preceding order expired. In Schaffenacker, the will was admitted to probate on April 19,1921, and the widow filed her renunciation September 17,1921. The issue was whether she had made an equitable election to take under the will by receiving rents so as to estop her from renouncing. The court held that her receipt of the rent was not shown to be an act under the will, and was equally consistent with renunciation.

The successor executor counters with Hunter v.

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Related

First National Bank v. Spengler
297 N.E.2d 401 (Appellate Court of Illinois, 1973)
Proehl v. Leadley
230 N.E.2d 516 (Appellate Court of Illinois, 1967)
Hunter v. DeMay
259 N.E.2d 291 (Appellate Court of Illinois, 1970)
Remillard v. Remillard
129 N.E.2d 744 (Illinois Supreme Court, 1955)
In Re Estate of Lightner
225 N.E.2d 417 (Appellate Court of Illinois, 1967)
Schaffenacker v. Beil
150 N.E. 333 (Illinois Supreme Court, 1925)
Dodge v. Cole
97 Ill. 338 (Illinois Supreme Court, 1881)
Van Buskirk v. Van Buskirk
35 N.E. 383 (Illinois Supreme Court, 1893)
University of Illinois v. Stith
258 N.E.2d 351 (Illinois Supreme Court, 1970)
Goldberg v. Goldberg
5 N.E.2d 863 (Appellate Court of Illinois, 1937)
de Ronchi v. Northern Trust Co.
10 N.E.2d 975 (Appellate Court of Illinois, 1937)

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Bluebook (online)
370 N.E.2d 132, 54 Ill. App. 3d 544, 12 Ill. Dec. 509, 1977 Ill. App. LEXIS 3665, Counsel Stack Legal Research, https://law.counselstack.com/opinion/springfield-marine-bank-v-bradley-illappct-1977.