Wilkerson v. Martin

2025 IL App (1st) 232053
Appellate Court of Illinois·Decided November 19, 2025·No. 1-23-2053·Published

Opinion

2025 IL App (1st) 232053

No. 1-23-2053

Opinion filed November 19, 2025 Third Division

IN THE

APPELLATE COURT OF ILLINOIS FIRST DISTRICT

O. LAWTON WILKERSON, ) Appeal from the ) Circuit Court of

Plaintiff-Appellee, ) Cook County.

)

v. ) No. 22 L 8472 )

PATRICIA M. MARTIN, ) Honorable ) Anna Helen Democopoulos, Defendant-Appellant. ) Judge, presiding.

JUSTICE LAMPKIN delivered the judgment of the court, with opinion.

Presiding Justice Martin and Justice Rochford concurred in the judgment and opinion.

OPINION

¶1 In this action alleging conversion of funds and financial exploitation of an elderly person, plaintiff O. Lawton Wilkerson died while this litigation was pending. Counsel Puryear Law P.C. (Puryear) moved the trial court for sanctions, including a default judgment, in favor of decedent Wilkerson and against defendant Patricia M. Martin. The trial court granted the default judgment sanction, and Martin petitioned the court to vacate it. The court denied her petition.

¶2 On appeal, Martin argues the trial court erred by denying her petition to vacate the default judgment pursuant to section 2-1401 of the Code of Civil Procedure (Code) (735 ILCS 5/2-1401

(West 2022)) because (1) that judgment was void since the trial court’s jurisdiction was suspended when the court entered that judgment where there was no proper party plaintiff at that time, (2) Martin was not required to allege a meritorious defense in her petition for section 2-1401 relief because the default judgment was void, (3) Puryear requested new, additional relief in the motion for sanctions and failed to properly serve it on Martin pursuant to Illinois Supreme Court Rule 105 (eff. Jan. 1, 2018), and (4) her alleged failure to comply with discovery did not warrant the severe sanction of entering a default judgment.

¶3 For the reasons that follow, we reverse the judgment of the circuit court. 1

¶4 I. BACKGROUND

¶5 Before his death in 2023, Wilkerson was a retiree and had appointed Maceo R. Ellison, M.D., as his power of attorney for property. Defendant Patricia M. Martin is a retired judge from the circuit court of Cook County.

¶6 In November 2020, Dr. Ellison asked Martin to help manage Wilkerson’s financial affairs, and Martin agreed. Wilkerson, who was about 94 years old, moved into a residential elder care facility in December 2020. Between December 2020 and April 2022, Martin gave Dr. Ellison periodic updates regarding the purported status of Wilkerson’s assets. In April 2022, Martin falsely told Dr. Ellison that Wilkerson’s investment account contained about $120,000 and his checking account contained about $50,000.

¶7 After that April 2022 update, the residential facility told Dr. Ellison that Wilkerson’s account with the facility was in arrears. In July 2022, the residential facility sent an invoice

1 In adherence with the requirements of Illinois Supreme Court Rule 352(a) (eff. July 1, 2018), this appeal has been resolved without oral argument upon the entry of a separate written order.

indicating that it had not been paid for Wilkerson’s care for about two months and his account was $41,296.10 in arrears. In August 2022, the facility involuntarily terminated Wilkerson’s residency there. Dr. Ellison made inquiries and learned that Wilkerson’s investment and bank accounts had zero balances and had been closed. Dr. Ellison did not know where Wilkerson’s pension fund and social security payments were being deposited. Dr. Ellison tried to contact Martin, but she made no response. Dr. Ellison retained Puryear to represent Wilkerson. Puryear had some communications with Martin, but she did not respond when Puryear asked for an accounting of her handling of Wilkerson’s property and told her to repay any funds she had taken from Wilkerson.

¶8 In September 2022, Puryear sent Martin a letter demanding that she return all the funds she had transferred from Wilkerson’s accounts. Then, Wilkerson filed a complaint against Martin, alleging her conversion of an unknown amount of funds belonging to him and her financial exploitation of him as an elderly person. The complaint included a request for nonspecified actual damages, treble damages, attorney fees, and court costs.

¶9 On October 19, 2022, Wilkerson filed an emergency motion for leave to conduct preservice discovery, alleging that Puryear had contacted Martin by text messaging and she failed to explain her actions and account for Wilkerson’s funds. Wilkerson asked the court to issue subpoenas to his investment advisor, his bank, and the social security agency so he could obtain account history and transaction information and prevent further dissipation of his funds by Martin. Wilkerson stated that Martin had not yet been served despite previous efforts to do so. However, Martin had been communicating with Puryear about Wilkerson’s claims against her by mail, e-mail and text

messaging. Accordingly, Wilkerson proposed to give Martin notice of this emergency motion by e-mail and text communications, which had already proved effective.

¶ 10 Also in October 2022, Wilkerson’s case was transferred from the circuit court of Cook County’s law division to its chancery division.

¶ 11 On November 9, 2022, Wilkerson filed an emergency motion to conduct pre-answer discovery. Wilkerson’s reasons for this discovery were the same reasons he gave in his earlier emergency motion, but he added that Martin had been served with the complaint on October 20, 2022.

¶ 12 On November 10, 2022, the court held a hearing on Wilkerson’s emergency motion. Martin did not appear. The court granted the emergency motion. Thereafter, the court continued this matter “for status on default” to December 6, 2022.

¶ 13 On December 5, 2022, Martin filed, pro se, an answer to the complaint in which she admitted that she had wrongfully assumed control over Wilkerson’s property, had no authority to use his funds for any purpose other than for his benefit, and had intentionally deprived him of funds to which he was entitled. She answered only the conversion count of the complaint and denied only that she had breached her position of trust, concealed the status of Wilkerson’s funds, willfully and maliciously converted his funds, and failed to account for the location and status of his funds.

¶ 14 Martin failed to appear at the December 6, 2022, hearing, and the court set the matter for status on January 17, 2023. On December 14, 2022, Wilkerson served discovery requests on Martin, returnable in January 2023. Martin did not appear at the January 17, 2023, status hearing, and the trial court set the matter for status on discovery on March 8, 2023.

¶ 15 On February 8, 2023, Wilkerson died. According to the record, which includes Puryear’s billing records, Puryear learned of Wilkerson’s death on February 8, 2023.

¶ 16 Martin did not appear on March 8, 2023, and the trial court set the matter for status on discovery on May 10, 2023. According to plaintiff’s appellate brief, at this March 8, 2023, hearing, “[t]he trial court was made aware” of Wilkerson’s death, but the court’s order continuing status “does not reflect this.”

¶ 17 On March 30, 2023, Puryear moved to compel discovery, arguing that Martin had ample time to retain counsel and respond to discovery, and had failed to keep her promises to fully repay Wilkerson’s funds and provide her discovery responses after a 28-day extension. Puryear requested attorney fees and costs in bringing this motion as a sanction.

¶ 18 At the April 6, 2023, hearing on the motion to compel, Martin appeared in court pro se. The court continued the motion for a status hearing on April 27, 2023, and ordered Martin’s attorney to file an appearance by April 20, 2023. The court also ordered Martin to refrain from transferring or using any funds originating from Wilkerson’s accounts.

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