Elder Law

Senate Bill 584

Topic: 
Illinois Administrative Procedure Act

(Barickman, R-Bloomington; Andersson, R-Geneva) ensures that the appeals by citizens in administrative review actions are not thrown out of court for a scrivener’s error that is called a “misnomer.” Senate Bill 584 amends the Administrative Procedure Act and the Administrative Review Law to provide a means for correcting good-faith failures to perfectly name necessary parties in actions for administrative review. The proposed legislation would do several things to resolve this problem.

Requires that final administrative orders list all of the parties of record together with their last known address of record. The final order must also include whether there are any agency rules requiring a motion for reconsideration as a part of obtaining a reviewable final administrative decision and, if so, the citation to the rule.  

Prohibits an action for administrative review to be dismissed for lack of jurisdiction based on the misnomer of any agency that is properly served with summons issued in the action within the applicable time limits. It also prohibits dismissal for failure to perfectly name an agent if a timely action of administrative review has been filed that identifies the final administrative decision under review and makes a good faith effort to properly name the administrative agency.

Allows a court to correct misnomers for an erroneous identification of the administrative agency that was made in good faith.

Passed both chambers; effective on the Governor’s signature.  

House Bill 188

Topic: 
Objections to jurisdiction over the person

(Thapedi, D-Chicago; Raoul, D-Chicago) amends § 2-301 of the Code of Civil Procedure by changing the exception to the statute’s general rule. The general rule is that a party must object to the court’s jurisdiction (without waiving an objection to the court’s jurisdiction) over the party’s person by filing a motion to dismiss the entire proceeding or by filing a motion to quash service of process, but the party must do this before they file any other pleading.

House Bill 188’s exception to this general rule of waiver allows a motion for extension of time to answer or otherwise plead or a motion filed under § 2-1301, § 2-1401, and § 2-1401.1

But it requires any motion objecting to the court’s jurisdiction over the party’s person under § 2-301 must be filed within 60 days of the court’s order disposing of the initial motion filed under these three sections. A party may combine these motions without waiving their objection to jurisdiction.

House Bill 188 has passed the House and on third reading in the Senate. 

 

Epstein v. Bochko

Illinois Appellate Court
Civil Court
Powers of Attorney
Citation
Case Number: 
2017 IL App (1st) 160641
Decision Date: 
Thursday, May 11, 2017
District: 
1st Dist.
Division/County: 
Cook Co., 4th Div.
Holding: 
Affirmed.
Justice: 
BURKE

Defendants were employed as caregivers for decedent, and they obtained POA for health care and property for her when she was age 95 and opened joint bank account at Respondent bank. Defendants deposited much of decedent's life savings into joint account, and wired money from joint account to Respondent bank account in Ukraine. Six months after Defendants obtained POA, psychiatrist evaluated decedent and concluded that she had dementia and the dementia was present for several years. Court properly granted summary judgment for Respondent bank, in citation to recover assets proceeding, finding there was no evidence bank knew or should have known of decedent's mental incapacity at time she opened joint bank account. No expert or health care provider testified as to decedent presented herself at the time she opened the joint account. (McBRIDE and HOWSE, concurring.)

Moore v. The State of Illinois

Illinois Appellate Court
Civil Court
Medicaid
Citation
Case Number: 
2017 IL App (4th) 160414
Decision Date: 
Tuesday, April 11, 2017
District: 
4th Dist.
Division/County: 
Sangamon Co.
Holding: 
Affirmed.
Justice: 
HOLDER WHITE

Decedent purchased insurance policy that contained rider payable to executrix of decedent's estate, upon death of decedent.  Decedent, on same day, applied for Medicaid benefits under Illinois Public Aid Code, which prohibits transfer of certain assets for less than fiar market value. DHS properly found decedent's insurance policy was purchased for less than fair market value and thus constituted a nonallowable transfer of assets subject to penalty. No evidence that proceeds from insurance policy were to be used for decedent's benefit, and because decedent did not receive benefit of this policy, DHS properly deemed transaction as one procured for less than fair market value. (STEIGMANN and POPE, concurring.)

Senate Bill 885

Topic: 
Installment Sales Contract Act

(Koehler, D-Peoria) repeals the Dwelling Structure Contract Act and the Dwelling Unit Installment Contract Act. Creates the Installment Sales Contract Act. Adds provisions governing: definitions; terms and conditions of installment sales contracts; applicability of other Acts; sales of condemned dwelling structures; repairs; account statements; transfer of payments; insurance proceeds; unlawful acts; waivers; and penalties. Makes corresponding changes in the Condominium Property Act. Amends the Code of Civil Procedure. Provides that a real estate installment contract for residential real estate is subject to the foreclosure provisions of the Code if the purchase price is to be paid in installments over a period in excess of one year (instead of five years) and the amount unpaid under the terms of the contract at the time of the filing of the foreclosure complaint, including principal and due and unpaid interest, at the rate prior to default, is less than 90% (instead of 80%) of the original purchase price of the real estate as stated in the contract. Effective January 1, 2018. It is on third reading in the Senate. 

SB 2031

Topic: 
Nursing Home Care Act

 (Tom Cullerton, D-Villa Park) creates a “resident’s representative” under this Act that allows a resident to choose someone to support the resident in decision-making; access medical, social, or other personal information of the resident; manage financial matters; or receive notifications.

It will also include the following: 

(2) A person authorized by State or federal law, including, but not limited to, agents under power of attorney, representative payees, and other fiduciaries, to act on behalf of the resident in order to support the resident in decision-making; access medical, social, or other personal information of the resident; manage financial matters; or receive notifications.

(3) A legal representative, as used in Section 712 of the federal Older Americans Act (42 U.S.C. 3058g); or

(4) The court-appointed guardian or conservator of a resident.

Nothing in this definition is intended to expand the scope of authority of any resident’s representative beyond that authority specifically authorized by the resident, State or federal law, or a court of competent jurisdiction.

 

 

House Bill 2627

Topic: 
Condominium Property Act

(Fine, D-Glenview) deletes language providing that specified records may be inspected “only for a proper purpose.” Also deletes language that in an action to compel examination of specified records, the burden of proof is upon the member to establish that the member's request is based on a proper purpose. Scheduled for hearing this Thursday in House Judiciary Committee. 

 

House Bill 3150

Topic: 
County recorder and fraudulent filings

(Hurley, D-Chicago) removes a repeal date of June 1, 2018 in a Section concerning a county recorder's ability to establish procedures for investigating filings that would cause the recorder to reasonably believe that the filing may be fraudulent, unlawfully altered, or intended to unlawfully cloud or transfer the title of any real property. On second reading in the House. 

House Bill 3036

Topic: 
County recorder fees

(Walsh, D-Joliet) provides that on and after January 1, 2019, a county shall adopt and implement a predictable fee schedule that eliminates surcharges or fees based upon the individual attributes of documents to be recorded with the county recorder. Provides that fees for standard documents are divided into five classifications of document class flat fees, which are inclusive of county and State fees required for each recorded document. Provides for methods that the non-predictable fees may be increased prior to adopting document class flat fees. Provides that prior to increasing a document class flat fee, a cost study must be completed showing that the increase is needed because the document class flat fees are not sufficient to cover the cost of providing the service. Defines "standard document" and "nonstandard document." Scheduled for hearing March 23, 2017 in the House Counties & Township Committee. 

House Bill 2716

Topic: 
The Presumptively Void Transfers Article of the Probate Act of 1975

(Welch, D-Westchester) replaces references to the term “transfer instrument” with “transfer.” Changes the definitions of “family member” and “transfer.” Provides that if the court determines the transferor lacked the requisite capacity to convey, the entire transfer instrument shall be deemed void. Provides that if the property in question is an interest in real property, a purchaser or mortgagee for value and without notice, before the recordation of a lis pendens for an action, shall take free and clear of the action. Provides that a holder of property shall not be liable for distributing or releasing the property to the transferee if the distribution or release occurs before the holder becomes a party to an action challenging the transfer. Scheduled for hearing in House Judiciary Committee March 8.