{ "id": 4280429, "name": "PATRICIA POLLY, Plaintiff-Appellant, v. THE ESTATE OF LEE POLLY, Deceased, Defendant-Appellee (Janice K. Walker-Taylor, Defendant)", "name_abbreviation": "Polly v. Estate of Polly", "decision_date": "2008-09-29", "docket_number": "No. 1\u201408\u20140138", "first_page": "300", "last_page": "305", "citations": [ { "type": "official", "cite": "385 Ill. App. 3d 300" } ], "court": { "name_abbreviation": "Ill. App. Ct.", "id": 8837, "name": "Illinois Appellate Court" }, "jurisdiction": { "id": 29, "name_long": "Illinois", "name": "Ill." }, "cites_to": [ { "cite": "804 N.E.2d 113", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 2003, "opinion_index": 0 }, { "cite": "345 Ill. App. 3d 1123", "category": "reporters:state", "reporter": "Ill. App. 3d", "case_ids": [ 3739679 ], "weight": 3, "year": 2003, "pin_cites": [ { "page": "1126" }, { "page": "1126" } ], "opinion_index": 0, "case_paths": [ "/ill-app-3d/345/1123-01" ] }, { "cite": "594 N.E.2d 774", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 1992, "opinion_index": 0 }, { "cite": "229 Ill. App. 3d 995", "category": "reporters:state", "reporter": "Ill. App. 3d", "case_ids": [ 5215528 ], "year": 1992, "opinion_index": 0, "case_paths": [ "/ill-app-3d/229/0995-01" ] }, { "cite": "691 N.E.2d 834", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 1998, "pin_cites": [ { "page": "843" } ], "opinion_index": 0 }, { "cite": "295 Ill. App. 3d 17", "category": "reporters:state", "reporter": "Ill. App. 3d", "case_ids": [ 45709 ], "year": 1998, "pin_cites": [ { "page": "30" } ], "opinion_index": 0, "case_paths": [ "/ill-app-3d/295/0017-01" ] }, { "cite": "325 N.E.2d 444", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 1975, "opinion_index": 0 }, { "cite": "26 Ill. App. 3d 610", "category": "reporters:state", "reporter": "Ill. App. 3d", "case_ids": [ 2783444 ], "year": 1975, "opinion_index": 0, "case_paths": [ "/ill-app-3d/26/0610-01" ] }, { "cite": "576 N.E.2d 326", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 1991, "pin_cites": [ { "page": "329" } ], "opinion_index": 0 }, { "cite": "216 Ill. App. 3d 231", "category": "reporters:state", "reporter": "Ill. App. 3d", "case_ids": [ 5290305 ], "year": 1991, "pin_cites": [ { "page": "236" } ], "opinion_index": 0, "case_paths": [ "/ill-app-3d/216/0231-01" ] }, { "cite": "607 N.E.2d 370", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 1993, "pin_cites": [ { "page": "374" } ], "opinion_index": 0 }, { "cite": "239 Ill. App. 3d 730", "category": "reporters:state", "reporter": "Ill. App. 3d", "case_ids": [ 5147923 ], "year": 1993, "pin_cites": [ { "page": "737" } ], "opinion_index": 0, "case_paths": [ "/ill-app-3d/239/0730-01" ] }, { "cite": "807 N.E.2d 439", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 2004, "pin_cites": [ { "page": "443" } ], "opinion_index": 0 }, { "cite": "209 Ill. 2d 248", "category": "reporters:state", "reporter": "Ill. 2d", "case_ids": [ 5461402 ], "year": 2004, "pin_cites": [ { "page": "254" } ], "opinion_index": 0, "case_paths": [ "/ill-2d/209/0248-01" ] } ], "analysis": { "cardinality": 574, "char_count": 12675, "ocr_confidence": 0.792, "pagerank": { "raw": 5.298132930532853e-08, "percentile": 0.33353257274844983 }, "sha256": "1cc0bc724f19f160306c9e5c419b0c3489ca1e30bf8b1d7e968f89597a756072", "simhash": "1:bbfe73957c6c3c38", "word_count": 2168 }, "last_updated": "2023-07-14T18:58:06.429737+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [], "parties": [ "PATRICIA POLLY, Plaintiff-Appellant, v. THE ESTATE OF LEE POLLY, Deceased, Defendant-Appellee (Janice K. Walker-Taylor, Defendant)." ], "opinions": [ { "text": "JUSTICE WOLFSON\ndelivered the opinion of the court:\nPatricia Polly sued the estate of her husband, Lee Polly, for breach of contract and for an accounting. The trial court granted the estate\u2019s motion to dismiss as untimely the counts directed against the estate. Patricia contends that the limitations period does not apply because she claimed rights given her by the will, not as a creditor of Lee\u2019s estate. In the alternative Patricia contends that either the will or a letter her attorneys sent to the estate meets the statutory requirement for a timely filed claim. We affirm the dismissal of the claims against the estate.\nBACKGROUND\nOn May 15, 1982, Patricia Borden and Lee Polly signed a prenuptial agreement that provided, \u201cas long as the parties are living together as husband and wife, any earnings of LEE shall be treated as joint funds.\u201d Nuptials followed. Lee later opened an account in joint tenancy with his daughter from a previous marriage, Janice Walker.\nLee died on June 4, 2003. His will named Patricia and Janice as his heirs, and it directed the executor to comply with the prenuptial agreement. The executor filed the will in probate court on June 9, 2003.\nOn May 17, 2005, Patricia\u2019s attorney, in a letter to the attorney for the estate, said:\n\u201cPatricia Polly has a claim against the Estate equal to 100 percent of the earnings of Lee Polly from the date of the marriage. As you are surely aware, the Premarital Agreement called for all of the earnings of Lee Polly after the date of the marriage, to be deemed joint property. Upon Mr. Polly\u2019s death, those earnings, wherever situated, became the property of Patricia Polly. *** Accordingly, in the event this matter is not resolved, Ms. Polly has instructed me to pursue the claim against the Estate and the individual holders of any property previously belonging to Mr. Polly.\u201d\nPatricia filed her complaint against the estate and Janice on November 2, 2005. After amendment, the complaint included two counts against Janice, one count against the estate for breach of contract, and one count against both Janice and the estate for an accounting. The estate moved to dismiss both counts against it based on the statute of limitations. See 735 ILCS 5/2 \u2014 619(5) (West 2002). The court granted the motion and expressly found, at Patricia\u2019s request, no just reason to delay enforcement or appeal of the order dismissing both counts against the estate. Patricia now appeals.\nDECISION\nSupreme Court Rule 304(a) (155 Ill. 2d R. 304(a)) gives us jurisdiction to consider the appeal. We review de novo the dismissal based on the statute of limitations. Raintree Homes, Inc. v. Village of Long Grove, 209 Ill. 2d 248, 254, 807 N.E.2d 439, 443 (2004).\nThe Probate Act of 1975 provides:\n\u201c(a) Every claim against the estate of a decedent *** is barred as to all of the decedent\u2019s estate if:\n(1) Notice is given to the claimant as provided in Section 18 \u2014 3 and the claimant does not file a claim with the representative or the court on or before the date stated in the notice ***[.]\n(b) Unless sooner barred under subsection (a) of this Section, all claims which could have been barred under this Section are, in any event, barred 2 years after decedent\u2019s death[.]\u201d 755 ILCS 5/18\u2014 12(a)(1), (b) (West 2002).\nSection 18 \u2014 3 of the Probate Act establishes the duty of the estate\u2019s representative to deliver to each known creditor, and to publish, \u201ca notice stating *** that claims may be filed on or before the date stated in the notice, which date shall be not less than 6 months from the date of the first publication or 3 months from the date of mailing or delivery, whichever is later, and that any claim not filed on or before that date is barred.\u201d 755 ILCS 5/18 \u2014 3 (West 2002).\nPatricia first contends the statute of limitations does not apply because she has not made a \u201cclaim against the estate\u201d within the meaning of section 18 \u2014 12. The complaint includes two counts against the estate: one for breach of contract and one for an accounting. The Probate Act defines a \u201cclaim\u201d to include \u201cany cause of action.\u201d 755 ILCS 5/1 \u2014 2.05 (West 2002). The counts for breach of contract and for an accounting both state causes of action. In re Estate of Winters, 239 Ill. App. 3d 730, 737, 607 N.E.2d 370, 374 (1993); Santa Claus Industries, Inc. v. First National Bank of Chicago, 216 Ill. App. 3d 231, 236, 576 N.E.2d 326, 329 (1991).\nTo avoid the broad statutory definition of a claim, Patricia relies on Taylor v. Continental Illinois National Bank & Trust Co. of Chicago, 26 Ill. App. 3d 610, 325 N.E.2d 444 (1975). In that case, David Shandling assigned his interest in a debt to the plaintiff, to repay the plaintiff for a loan. After Shandling died, the plaintiff sued Shandling\u2019s estate to recover the plaintiffs interest on the debt. The court held the plaintiff had not stated a claim against the estate subject to the Probate Act\u2019s limitations period, because a claim for an asset the decedent assigned to the plaintiff, which never should have passed to the estate, does not count as a claim against the estate.\nPatricia contends Lee\u2019s earnings should have passed to her directly, without ever becoming part of the estate, because he assigned the earnings to her in the prenuptial agreement.\n\u201cThe existence of an assignment is dependent upon proof of intent to make an assignment and that intent must be manifested. [Citation.] As stated in the Restatement (Second) of Contracts, \u2018An assignment of a right is a manifestation of the assignor\u2019s intention to transfer it by virtue of which the assignor\u2019s right to performance by the obligor is extinguished in whole or in part and the assignee acquires a right to such performance.\u2019 Restatement (Second) of Contracts \u00a7317(1) (1981). When a valid assignment is effected, the assignee acquires all of the interests of the assignor in the property that is transferred.\u201d Strosberg v. Brauvin Realty Services, Inc., 295 Ill. App. 3d 17, 30, 691 N.E.2d 834, 843 (1998).\nIn the prenuptial agreement Lee unequivocally makes the earnings joint funds for both Lee and Patricia to use. The agreement does not assign to Patricia Lee\u2019s right to his earnings. Thus, Taylor\u2019s pronouncement about the effect of an assignment does not apply here.\nPatricia also contends that she has not stated a claim against the estate because she has pled a right to recover under the will. The will incorporates by reference the prenuptial agreement that forms the basis for the counts of Patricia\u2019s complaint directed against the estate. However, Patricia did not formulate either count as a claim under the will. Instead, she pled one count as a claim for breach of contract and she made the other count an action for an accounting for funds which she claimed under the Agreement. Both counts state contractual claims against the estate rather than a right as an heir under the will. The statute of limitations in section 18 \u2014 12 of the Probate Act applies to Patricia\u2019s claims against the estate.\nThe trial court, relying on In re Estate of Doyle, 229 Ill. App. 3d 995, 594 N.E.2d 774 (1992), found that a six-month limitations period barred Patricia\u2019s claims. In Doyle, as in this case, the estate showed that the claimants received actual notice of the death, but the estate did not prove written notice directed to the claimants, informing them of the ending date for the statutory period for claims against the estate. In Doyle, unlike this case, the estate proved that it published notice of the opening and closing of the estate, as required by section 18 \u2014 3(a) of the Probate Act. See Ill. Rev. Stat. 1987, ch. 110\u00bd, par. 18 \u2014 3(a). When the claimants in Doyle filed their claim against the estate, the applicable statute provided:\n\u201cAll claims against the estate of a decedent *** not filed *** within 6 months after the entry of the original order directing issuance of letters of office are barred as to all of the decedent\u2019s estate, unless notice is not published as provided in subsection (a) of Section 18\u2014 3.\u201d Ill. Rev. Stat. 1987, ch. 110\u00bd, par. 18 \u2014 12(a).\nThe court in Doyle held that actual notice of the death gave the claimants sufficient notice of the need to file their claim against the estate within the six-month statutory period, even though they did not see the published notice that specified the date of the termination of the six-month period for claims against the estate.\nThe legislature amended section 18 \u2014 12 in 1989. 755 ILCS Ann. 5/18 \u2014 12, Historical & Statutory Notes, at 303 (Smith-Hurd 2007). The section as amended makes no reference to a six-month period for filing claims. Instead, it disallows claims filed after \u201cthe date stated in the notice\u201d required under section 18 \u2014 3. Section 18 \u2014 3, as amended, requires the estate\u2019s representative to publish, and to mail to all known creditors, notice of the opening of the estate. The published notice and the mailed notice must state the ending date for filing claims. That date must fall at least six months after the first publication of the notice, and it must also fall at least three months after the date of mailing notice to known creditors. The statute no longer sets a six-month maximum period for the filing of all claims against the estate. While the claimants in Doyle should have known they had no more than a six-month period for filing claims against the estate, the current statutes no longer set any maximum period other than the two-year limit of section 18 \u2014 12(b).\nWe hold the Probate Act no longer includes a firm six-month limitation on the period in which claimants must file any claim against the estate. The date provided in the notice published and mailed in accord with section 18 \u2014 3 sets the applicable period for filing claims. Because the estate here failed to prove that it published and mailed notice as required by section 18 \u2014 3, only the two-year limitations period of section 18 \u2014 12(b) applies. Thus, Patricia had two years from the date of Lee\u2019s death to inform the estate of her claims.\nOn May 17, 2005, about a month before the end of the two-year limitation period, Patricia\u2019s attorney sent a letter to the estate\u2019s attorney, informing the estate that Patricia instructed the attorney to pursue a claim against the estate if their dispute did not reach a satisfactory resolution. Patricia contends this letter qualifies as her timely filed claim.\nIn re Estate of Lane, 345 Ill. App. 3d 1123, 804 N.E.2d 113 (2003), also involved a contention that a letter mailed to the estate\u2019s representative qualified as a timely filed claim against the estate. The court held letters to the estate\u2019s representative may meet the requirements for claims filed against the estate, as long as the letters \u201csufficiently show the intent necessary to state a claim.\u201d Lane, 345 Ill. App. 3d at 1126. For such a showing, \u201cat the very least a letter must state an unequivocal intention to pursue a claim against the estate.\u201d Lane, 345 Ill. App. 3d at 1126.\nPatricia\u2019s attorney does not state such an unequivocal intention in his letter. Instead, he threatens to make such a claim if the negotiations do not otherwise reach a satisfactory resolution. The letter of May 17, 2005, does not make Patricia\u2019s claims against the estate timely.\nFinally, Patricia contends the will itself counted as her timely notice of her claims, because the will directs the executor to abide by the terms of the prenuptial agreement. The will does not notify the executor of Patricia\u2019s intent to claim that Lee or his estate breached a contract with her, or that Lee or his estate needed to account for disposition of certain funds. Thus the will does not give the estate notice of the nature of the claim, as required by section 18 \u2014 2 of the Probate Act. 755 ILCS 5/18 \u2014 2 (West 2002).\nPatricia first filed her claim against the estate, within the meaning of section 18 \u2014 12(b) and section 18 \u2014 2 of the Probate Act, on November 2, 2005, when she filed her complaint in the circuit court. Because Patricia filed her claim more than two years after Lee\u2019s death, section 18 \u2014 12(b) bars the claim. Therefore, we affirm the judgment of the trial court dismissing both counts of Patricia\u2019s complaint against the estate.\nAffirmed.\nR GORDON, EJ., and GARCIA, J., concur.", "type": "majority", "author": "JUSTICE WOLFSON" } ], "attorneys": [ "Michael A. Haber and Jennifer M. Ovadenko, both of Kalcheim Haber, LLP of Chicago, for appellant.", "Timothy J. Storm, of Law Offices of Timothy J. Storm, of Wauconda, for appellee." ], "corrections": "", "head_matter": "PATRICIA POLLY, Plaintiff-Appellant, v. THE ESTATE OF LEE POLLY, Deceased, Defendant-Appellee (Janice K. Walker-Taylor, Defendant).\nFirst District (1st Division)\nNo. 1\u201408\u20140138\nOpinion filed September 29, 2008.\nRehearing denied November 12, 2008.\nMichael A. Haber and Jennifer M. Ovadenko, both of Kalcheim Haber, LLP of Chicago, for appellant.\nTimothy J. Storm, of Law Offices of Timothy J. Storm, of Wauconda, for appellee." }, "file_name": "0300-01", "first_page_order": 316, "last_page_order": 321 }