Tersavich v. First National Bank & Trust Co.

551 N.E.2d 815, 194 Ill. App. 3d 972, 141 Ill. Dec. 628, 1990 Ill. App. LEXIS 262
CourtAppellate Court of Illinois
DecidedMarch 2, 1990
DocketNo. 2—89—0405
StatusPublished
Cited by9 cases

This text of 551 N.E.2d 815 (Tersavich v. First National Bank & Trust Co.) 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
Tersavich v. First National Bank & Trust Co., 551 N.E.2d 815, 194 Ill. App. 3d 972, 141 Ill. Dec. 628, 1990 Ill. App. LEXIS 262 (Ill. Ct. App. 1990).

Opinion

JUSTICE DUNN

delivered the opinion of the court:

The defendant, First National Bank & Trust Company of Rockford, is the trustee of a residuary testamentary trust created by Edward B. Holt (decedent). The will which created the trust lists as its beneficiaries the decedent’s “children,” but it does not name the plaintiff, Kim Tersavich, who claims to have been fathered out of wedlock by the decedent. The plaintiff brought an action for declaratory relief pursuant to section 2 — 701 of the Code of Civil Procedure (Ill. Rev. Stat. 1985, ch. 110, par. 2 — 701) seeking to construe the trust. The defendant moved for summary judgment (Ill. Rev. Stat. 1987, ch. 110, par. 2 — 1005) on the ground that the plaintiff did not file her action within the time specified by section 8 of the Illinois Parentage Act of 1984 (the Act) (Ill. Rev. Stat. 1987, ch. 40, par. 2508). The trial court granted the defendant’s motion, and the plaintiff now appeals.

The facts here are not substantially in dispute. The decedent died in February 1985 leaving a will dated January 24, 1985. Article I of the will set forth a series of terms and their definitions as used in the will. Article I defined the terms “spouse,” “children,” “executor,” “first successor executor,” “trustee” and “guardian of the person” in this manner, and then these generic terms were used throughout the rest of the will. Thus, a rather general and nonspecific document was tailored to the decedent’s wishes mainly through the definitions contained in Article I. Article I indicates that the word “children” in the will was to mean John E. Holt, Richard R. Holt, Douglas B. Holt, Melissa A. Holt, Nancy L. Holt and Cynthia R. Holt. The name of the plaintiff was not included in this definition of the decedent’s “children.” Article V of the will created a residuary trust that named as beneficiaries the decedent’s spouse and children.

On March 25, 1985, the decedent’s will was admitted to probate, and an order declaring heirship of the decedent was entered. The order named six individuals as the only heirs at law of the decedent, and the list of names did not include that of the plaintiff.

On September 11, 1986, the plaintiff filed a complaint for declaratory relief seeking to construe the trust. An amended complaint was filed on November 6. The amended complaint alleged that, although the plaintiff was the decedent’s daughter, she was not included within the will’s definition of “children.” This, the plaintiff claimed, constituted a latent ambiguity in the trust. She asked the trial court to enter judgment in her favor by construing the testamentary trust so as to include her within the definition of the decedent’s “children” who were beneficiaries under the trust.

Among the affirmative defenses the defendant advanced was that the plaintiff’s claim was barred because it was not filed within the period specified by the statute of limitations contained in the Act, which requires that an action to determine parentage must be brought within two years of the date when the child reaches the age of majority. (Ill. Rev. Stat. 1987, ch. 40, par. 2508.) The age of majority in Illinois is 18. (Ill. Rev. Stat. 1987, ch. 1101/2, par. 11 — 1.) Because the plaintiff was born on April 7, 1960, her complaint would have to have been filed by April 7, 1980, if, in fact, the Act applies to this action. The trial court denied the plaintiff’s motion to strike this affirmative defense.

The plaintiff filed a motion seeking reconsideration of the trial court’s denial of her earlier motion to strike the affirmative defense based on the statute of limitations in the Act. The trial court denied the motion to reconsider, but it certified the question for interlocutory review pursuant to Supreme Court Rule 308 (107 Ill. 2d R. 308). In an order issued March 21, 1988, this court denied the plaintiffs application for leave to appeal.

On September 7, 1988, the defendant filed a motion for summary judgment pursuant to section 2 — 1005 of the Code of Civil Procedure (Ill. Rev. Stat. 1987, ch. 110, par. 2 — 1005). The motion was based, once again, on the plaintiff’s failure to file her action within the time specified in the Act. In opposition to the motion for summary judgment, the plaintiff submitted her affidavit and the affidavits of her mother, Mary Katz Moule, and her uncle, Guy Spinello. The trial court granted the defendant’s motion to strike the plaintiff’s affidavit on the ground that she was an interested party under the Dead Man’s Act (Ill. Rev. Stat. 1987, ch. 110, par. 8 — 201), but the court denied the motion to strike the affidavits of Moule and Spinello. Moule’s affidavit recounted her relationship with the decedent, which began in 1959. She indicated that the decedent acknowledged that he was the plaintiff’s father. Spinello’s affidavit also stated that the decedent had acknowledged that he was the plaintiff’s father.

After hearing arguments, the trial court granted the defendant’s motion for summary judgment on March 28, 1989. The trial court found that there existed no issue of material fact and that the defendant was entitled to judgment as a matter of law. The basis of the trial court’s decision was its determination that the statute of limitations contained in the Act barred the plaintiff’s suit. The plaintiff appealed from the trial court’s rulings on the defendant’s motion for summary judgment, the denial of the plaintiff’s motion to strike the affirmative defense based on the Act, and the granting of the defendant’s motion to strike the plaintiff’s affidavit. The defendant cross-appealed from the trial court’s denial of its motion to strike the affidavits of Moule and Spinello.

We note initially that the plaintiff has withdrawn her appeal of the trial court’s order striking her affidavit. Similarly, the defendant has withdrawn its cross-appeal. What remains at issue on appeal is whether the trial court properly granted summary judgment in favor of the defendant based on the plaintiff’s failure to file her complaint within the time specified in the Act. The plaintiff argues that the Act does not apply to a declaratory action seeking construction of a trust. The plaintiff also argues that, if we find that the Act does apply to this action, then she, as an illegitimate child, is faced with a barrier to such a suit that would not confront a similarly situated child born to married parents. The plaintiff claims that such a result would violate the equal protection guarantee of the fourteenth amendment (U.S. Const., amend. XIV).

The public policy underlying the Act is that “Illinois recognizes the right of every child to the physical, mental, emotional and monetary support of his or her parents.” (Ill. Rev. Stat. 1987, ch. 40, par. 2501.1.) It is difficult to see how the construction of a trust, several years after a child reaches the age of majority, is relevant to this public policy. Nevertheless, the Act declares that in “any civil action not brought under this Act, the provisions of this Act shall apply if parentage is at issue.” (Ill. Rev. Stat. 1987, ch. 40, par. 2509.) The plaintiffs claim is based, at its heart, on the contention that she is the decedent’s child. Without establishing this, her argument that the trust is ambiguous collapses.

The trial court relied on the Act’s statute of limitations provision and, finding that the plaintiff’s parentage had been placed at issue in the proceedings, held that the Act’s statute of limitations worked to bar the plaintiff’s suit.

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Cite This Page — Counsel Stack

Bluebook (online)
551 N.E.2d 815, 194 Ill. App. 3d 972, 141 Ill. Dec. 628, 1990 Ill. App. LEXIS 262, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tersavich-v-first-national-bank-trust-co-illappct-1990.