Wilkonson v. Yovetich

618 N.E.2d 1120, 249 Ill. App. 3d 439, 188 Ill. Dec. 550
CourtAppellate Court of Illinois
DecidedJune 30, 1993
Docket1-91-3370
StatusPublished
Cited by16 cases

This text of 618 N.E.2d 1120 (Wilkonson v. Yovetich) 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
Wilkonson v. Yovetich, 618 N.E.2d 1120, 249 Ill. App. 3d 439, 188 Ill. Dec. 550 (Ill. Ct. App. 1993).

Opinion

JUSTICE COUSINS

delivered the opinion of the court:

The plaintiffs, Diana Wilkonson (Mrs. Wilkonson), individually and as guardian and next of Mend of Luka Yovetich and Wallace Yovetich (Luka and Wallace), and Donald Yovetich, as administrator of the estate of Gene Yovetich, appeal from the circuit court’s order dismissing their claims against the defendant, Karen Wagenknetch Yovetich (Mrs. Yovetich), for failure to state a cause of action under section 2— 615 of the Code of Civil Procedure (Ill. Rev. Stat. 1991, ch. 110, par. 2 — 615). On August 1, 1987, Gene Yovetich (the decedent) died testate, and on March 12, 1988, the parties to this appeal executed a family settlement agreement for the purpose of distributing the decedent’s estate. On May 9, 1989, the plaintiffs brought suit against Mrs. Yovetich, seeking to rescind the family settlement agreement of March 12, 1988, and obtain specific performance of an antenuptial agreement entered into by Mrs. Yovetich and the decedent at the time of their marriage. The circuit court dismissed the claims on January 12, 1990, but granted the plaintiffs leave to file an amended complaint. Plaintiffs’ amended complaint was dismissed on December 13, 1990. On September 26, 1991, the circuit court entered an order finding that there was no just reason for delaying the enforcement or appeal of the court’s prior dismissal of counts I through V of the plaintiffs complaint.

We affirm in part and reverse in part.

Background

This appeal concerns the dismissal of claims pursuant to section 2 — 615 of the Code of Civil Procedure. Therefore, we must accept all of the plaintiffs’ well-pleaded facts as true. (Miner v. Gillette Co. (1981), 87 Ill. 2d 7, 19.) However, we need not accept unsupported conclusions of fact or law which appear in the complaint. See Burdinie v. Village of Glendale Heights (1990), 139 Ill. 2d 501, 505.

On August 1, 1987, Gene Yovetich died testate and, pursuant to his will, the decedent left his entire estate to his minor children, Luka and Wallace. Luka and Wallace are the natural bom children of the decedent and his former wife, Mrs. Wilkonson, who is the custodial parent and court-appointed guardian of Luka and Wallace.

The defendant, Mrs. Yovetich, was married to the decedent at the time of his death. She has a minor child, Theodore Wagenknetch (Theodore), who was bom during a prior marriage. Although Theodore lived with the decedent and Mrs. Yovetich at the time of the decedent’s death, Theodore was not adopted by the decedent and is not otherwise related to him.

Prior to their marriage, the decedent and Mrs. Yovetich entered into an antenuptial agreement. Pursuant to the antenuptial agreement, each party disclaimed any interest in the other’s premarital property, including the parties’ pension and profit sharing plans.

Several days after the decedent’s funeral, Mrs. Yovetich’s attorney informed Mrs. Wilkonson that Mrs. Yovetich intended to contest the validity of the antenuptial agreement and assert claims to recover a portion of the decedent’s estate. Both Mrs. Yovetich and her attorney suggested to Mrs. Wilkonson that litigation could be avoided and family harmony preserved if she would agree on behalf of Luka and Wallace, the sole beneficiaries of the estate, to allow defendant to share in the estate. Mrs. Wilkonson asserts that her decision to enter into a settlement was motivated by her desire to preserve family harmony.

On March 12, 1988, a written family settlement agreement was entered into by Mrs. Wilkonson, as the court-appointed guardian of Luka and Wallace Yovetich, by Donald Yovetich, as the independent administrator of the- estate of the decedent, and by Mrs. Yovetich. Pursuant to the family settlement agreement, Mrs. Wilkonson promised, on behalf of her minor children, to disclaim and distribute to Mrs. Yovetich $200,000 in cash plus additional assets of the decedent’s estate. In exchange, Mrs. Yovetich agreed to waive any interests she might claim in any probate and nonprobate property belonging to the decedent, including his pension and profit sharing benefits. Mrs. Yovetich also agreed that she would decline to act as administrator of the estate, and she would decline to exercise her statutory preference to name the administrator. The agreement provided that it “contained] the complete understanding among the parties and [could not] be modified except by written agreement of all the parties.” Although the agreement was entered into on March 12, 1988, the agreement stated that it was not to be binding and was to be of no force and effect until all property transfers required thereunder had occurred and certain other terms and conditions were met.

At the time Mrs. Wilkonson entered into the family settlement agreement, Luka and Wallace were receiving between $1,400 and $1,800 per month in social security benefits. However, prior to completing the transfer of assets contemplated by the family settlement agreement, Mrs. Wilkonson received a letter from the Social Security Administration advising her that Luka’s and Wallace’s benefits might be reduced because a competing claim for benefits had been filed. Apparently, shortly after the family settlement agreement was executed, but prior to the completion of all the terms of the agreement, Mrs. Yovetich applied for social security death benefits for her minor son, Theodore, without plaintiff’s knowledge.

As soon as Mrs. Wilkonson became aware of the claims for social security benefits filed by the defendant, she advised the defendant that unless full benefits were preserved for her children, Luka and Wallace, she would not proceed with the agreement on the terms the parties had discussed. The language of the family settlement agreement does not. address social security benefits and does not prohibit Mrs. Yovetich from applying for benefits on behalf of her minor son. Nonetheless, in an effort to induce the plaintiffs to proceed with the property transfers required under the agreement, Mrs. Yovetich promised that once all the property transfers had been made, she would withdraw her son’s claim for social security benefits.

Mrs. Yovetich’s promise to withdraw her claim for social security benefits was acknowledged in writing by her attorney prior to the completion of all the terms of the family settlement agreement. On or about April 26, 1988, plaintiffs’ counsel received from Mrs. Yovetich’s counsel a draft letter dated April 26, 1988, which was to be executed by Mrs. Yovetich. The letter confirmed that Mrs. Yovetich would rescind her application for her son’s social security benefits provided that plaintiffs agreed to proceed under the family settlement agreement and transfer the $200,000 and other property to her.

On April 27, 1988, counsel for Mrs. Yovetich orally advised counsel for plaintiffs that Mrs. Yovetich had, in fact signed the April 26, 1988, letter and that the signed copy would be delivered to plaintiff as soon as the property transfers were completed. These oral representations were later confirmed by a letter from Mrs. Yovetich’s counsel dated May 2,1988.

In reliance upon the representations made by defendant and her counsel, plaintiffs began transferring the $200,000 in cash and other property to the defendant on April 27, 1988.

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Bluebook (online)
618 N.E.2d 1120, 249 Ill. App. 3d 439, 188 Ill. Dec. 550, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilkonson-v-yovetich-illappct-1993.