Elder Law

In re Guardianship of Lillian Burdge

Illinois Appellate Court
Civil Court
Guardianship
Citation
Case Number: 
2018 IL App (5th) 170317
Decision Date: 
Friday, November 16, 2018
District: 
5th Dist.
Division/County: 
St. Clair Co.
Holding: 
Affirmed in part and reversed in part.
Justice: 
OVERSTREET

Court awarded Petitioners (2 daughters) guardianship over the person of their mother, and awarded another Petitioner (son) guardianship over his mother's estate, and awarded another daughter visitation with her mother. Court's order appointing a guardian of a person or estate will not implicitly revoke an existing power of attorney (POA) in every case. Evidence showed that mother lacked capacity to control or to revoke the POA, and also revealed that son was indifferent to mother's living conditions and to his sister's financial exploitation of mother. Court's findings and order, revoking son's authority as mother's health care POA and naming 2 daughters as plenary guardians of the person, met requirements of Section 2-10 of POA Act. No abuse of discretion in court naming son as guardian of mother's estate, based on witness testimony and GAL reports. Order requiring that one daughter be allowed visitation with mother for 5 hours, 3 times a week, is premature, and no evidence suggested that 2 other daughters had unreasonably prevented her from visiting mother. (BARBERIS and GOLDENHERSH, concurring.) 

Public Act 100-1054

Topic: 
Guardianship and visitation

(Tom Bennett, R-Pontiac; Scott Bennett, D-Champaign) allows an adult child, spouse, adult grandchild, parent, or adult sibling to petition for visitation privileges with the ward. (Now, just an adult child.) The court may not allow visitation if it finds that the ward has capacity to evaluate and communicate decisions regarding visitation and expresses a desire not to have visitation with the petitioner.

 

Effective January 1, 2019.

Public Act 100-1059

Topic: 
Presumptively Void Transfer

(Welch, D-Westchester; Harmon, D-Oak Park) provides that if the property is an interest in real property, a bona fide purchaser or mortgagee for value shall take the subject property free and clear of the action challenging the transfer instrument if the transfer to the bona fide purchaser or mortgagee for value occurs before the recordation of a lis pendens for an action challenging the transfer. Sets forth conditions under which a financial institution or similar entity is not liable for distributing or releasing property before the transfer is challenged.

Effective August 24, 2018. 

Public Act 100-966

Topic: 
Change of name publication

(Bush, D-Grayslake; Cassidy, D-Chicago) allows a court to waive the notice and publication requirement to change a person's name if the person files a written declaration that they believe that publishing their name change would put them at risk of physical harm or discrimination. The movant must provide evidence to support this claim. Effective January 1, 2019

Public Act 100-952

Topic: 
Illinois Power of Attorney Act

(Spain, R-Peoria; Oberweis, R-North Aurora) provides that if the agent fails to provide a record of all receipts, disbursements, and significant actions taken under the authority of the agency within 21 days after a request by specified persons, a representative of the Office of the State Long Term Care Ombudsman may petition the court for an order requiring the agent to produce those records. If the court finds that the agent’s failure to provide those records in a timely manner was without good cause, the court may assess reasonable costs and attorney’s fees against the agent and order other relief as is appropriate. Effective January 1, 2019.

Public Act 100-850

Topic: 
Frail Elderly Individual Family Visitation Protection Act

(Wojcicki Jimenez, R-Springfield; Bush, D-Grayslake) creates this Act to authorize a court to order a family caregiver to permit a family member to visit with a frail-elderly individual if the family caregiver has unreasonably prevented visitation. The court may not order visitation if it finds that (1) the frail-elderly individual has capacity to evaluate and communicate decisions regarding visitation and doesn't want to have the visitation; or, (2) it is not in the best interest of the frail-elderly individual.

 

If the court grants a petition, the court may also order the family caregiver to use reasonable efforts to notify the petitioner of the frail-elderly individual’s hospitalization, admission to a healthcare facility, change in permanent residence, or death. This Act does not apply if the frail-elderly individual is a person in a guardianship or the family caregiver is acting as an agent under a power of attorney or acting at the direction of an agent under a power of attorney.

 

Effective January 1, 2019.

Public Act 100-871

Topic: 
Life insurance and the IMDMA

(Weaver, R-Peoria; Andersson, R-Geneva) makes ineffective any insurance policy that names the former spouse as the beneficiary after a judgment of dissolution of marriage with three exceptions: 1) the judgment designates the insured's former spouse as the beneficiary; 2) the insured re-designates the former spouse as the beneficiary after the entry of judgment; or 3) the former spouse is designated to receive the proceeds in trust for, on behalf of, or for the benefit of a child or a dependent of either former spouse. If the beneficiary designation is not effective under this bill, the proceeds of the policy are payable to the named alternative beneficiary or, if there is not a named alternative beneficiary, to the estate of the insured. Clarifies that this legislation does not apply to life insurance policies subject to regulation under the Employee Retirement Income Security Act of 1974 (ERISA). Effective Jan. 1, 2019.