Willard v. Town & Country Bank

531 N.E.2d 440, 176 Ill. App. 3d 580, 126 Ill. Dec. 145, 1988 Ill. App. LEXIS 1670
CourtAppellate Court of Illinois
DecidedDecember 1, 1988
DocketNo. 4—88—0425
StatusPublished
Cited by2 cases

This text of 531 N.E.2d 440 (Willard v. Town & Country Bank) 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
Willard v. Town & Country Bank, 531 N.E.2d 440, 176 Ill. App. 3d 580, 126 Ill. Dec. 145, 1988 Ill. App. LEXIS 1670 (Ill. Ct. App. 1988).

Opinion

JUSTICE SPITZ

delivered the opinion of the court:

This is an appeal by petitioner Helen Willard from a summary judgment entered in the circuit court of Champaign County. Petitioner is a niece and heir of John Tobin, who died on August 10, 1967. In addition to petitioner, the heirs included Tobin’s 14 other nieces and nephews. However, Tobin’s handwritten will, dated July 29, 1967, left the entire estate to one of the nephews, Robert Denny, petitioner’s brother.

On September 1, 1967, a petition for probate of will and for letters of administration with will annexed was filed by Denny seeking admission of the will to probate and issuance of letters of administration. Neither the petition for probate of will nor any other documents submitted to the court revealed petitioner as an heir at law of the decedent, although the remaining 14 nieces and nephews were disclosed. Denny testified as to the heirship of the decedent, omitting any mention of petitioner.

After the will was proved up, it was admitted to probate on September 28, 1967, and Denny was appointed as administrator. Petitioner, who was residing in Heidelburg, Germany, did not receive any notice of the probate proceedings. Petitioner continued to reside in Germany until 1972, when she returned to the United States.

Subsequent to probate proceedings being initiated, Denny died as a result of an accident on November 6, 1969. Acting on behalf of Denny, his surviving spouse, Patricia, filed final accounts in the estate of Tobin. The estate was ultimately settled and the administrator discharged on January 20,1970.

The sole asset of the Tobin estate consisted of a tract of real estate located in Sangamon County, Illinois, comprised of 3.61 acres. This land has now appreciated to approximately $198,000 per acre from an original total appraised value of $3,727 for land and improvements.

On April 18, 1978, petitioner filed her section 72 petition to set aside the prior orders of probate on the basis she had received no notices of the pending probate proceedings and alleging the will to be a forgery. (Ill. Rev. Stat. 1977, ch. 110, par. 72 (now Ill. Rev. Stat. 1987, ch. 110, par. 2 — 1401).) Thereafter, a series of proceedings were conducted, as well as discovery initiated, and finally on March 13, 1984, the trial court allowed petitioner’s then pending motion to reopen the estate. The Town and Country Bank was named successor executor.

On February 27, 1985, an amended petition for probate of the will and for letters testamentary was filed by the successor executor. The amended petition set forth all the previously listed heirs, legatees and devisees, and added petitioner.

On July 12, 1985, petitioner filed an objection to the admission of the will to probate, again alleging forgery. An amended objection was filed August 1, 1985. As respondents to her objection to admission of the will, petitioner named the successor executor and all of the then heirs of Tobin. The heirs are comprised of two groups, being: (1) the heirs of Robert Denny, hereinafter referred to as respondents, and (2) all other remaining heirs who would share in the event of intestate succession.

On December 13, 1985, the successor executor and the respondents filed a joint motion challenging the participation in this action of those heirs who received notice of the original petition, but who failed to contest the will within the requisite time period. After taking the matter under advisement, the trial court, on May 30, 1986, entered a docket order granting the motion and striking the challenged heirs as parties-defendant. Thereafter, the trial court entered a Supreme Court Rule 304 finding (103 Ill. 2d R. 304) and an appeal was taken to this court. On review, this court reversed the order of the trial court and remanded the cause for further proceedings. In re Estate of Tobin (1987), 152 Ill. App. 3d 965, 505 N.E.2d 17.

On September 24, 1985, Sang Chris Oil Company sought leave to intervene as an interested party. It was alleged that on April 4, 1977, all or some of respondents had entered into an option agreement with Sang Chris Oil for sale of real estate, including the property derived from the Tobin estate. Subsequently, Sang Chris Oil and the respondents entered into a purchase agreement dated May 31, 1977, but the transaction has never been finalized. On April 18, 1978, the same day she filed her petition, petitioner also filed a lis pendens notice as document No. 788998 in the Sangamon County recorder’s office. Intervention was allowed.

Following discovery, the respondents moved for summary judgment. The grounds alleged for summary judgment were two: that petitioner should be barred from her will contest by the doctrine of laches for her delay in bringing her action and that the will contest had been rendered moot because the respondents had established title to the sole asset of the Tobin estate by adverse possession. In support of the motion for summary judgment, evidence was submitted demonstrating that Patricia Denny paid the real estate taxes for the property in question for tax years 1969 through 1976, payable in 1970 through 1977. The respondents maintained they had exercised dominion over the property during that period of time, including remodeling of the old, very small residence, in which one of them had resided from 1970 until the summer of 1974. The respondents contended that by possession of the property and payment of the real estate taxes for seven years, adverse possession had been established pursuant to section 13 — 109 of the Code of Civil Procedure (Ill. Rev. Stat. 1987, ch. 110, par. 13-109).

To the motion for summary judgment was attached a portion of the petitioner’s deposition, wherein she acknowledged she had heard of Tobin’s death approximately six weeks after it occurred and she assumed Tobin owned real estate, but had not known whether he had owned the property free of liens. As a result of the delay caused by petitioner’s failure to institute legal proceedings until 1978, the respondents contended they had been prejudiced by the intervening death of the two attesting witnesses to Tobin’s will and the fact they had entered into a contract to sell the property.

In opposition to the motion for summary judgment, petitioner submitted an affidavit in which she stated that although she had become aware of the death of Tobin shortly afterwards in 1967, she became aware of a purported will only in 1978. Upon learning of the purported will, she inquired as to the extent of any assets which Tobin had at the time of his death and secured an attorney to protect her interests. She also stated she believed at least some of the heirs of Tobin knew the purported will was a forgery.

The trial court entered summary judgment in favor of the respondents on May 12, 1988. The bases of the court’s ruling were both laches and adverse possession. Petitioner filed a motion to reconsider on May 17, 1988. A hearing on the motion for reconsideration was conducted on May 20, 1988. For the first time, petitioner brought to the court’s attention the deposition of William Storer, an expert document examiner, who expressed his opinion that the signatures on the will were forgeries.

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Cite This Page — Counsel Stack

Bluebook (online)
531 N.E.2d 440, 176 Ill. App. 3d 580, 126 Ill. Dec. 145, 1988 Ill. App. LEXIS 1670, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willard-v-town-country-bank-illappct-1988.