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Blumenthal v. Brewer
2016 IL 118781
| Ill. | 2017
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Background

  • Jane Blumenthal filed for partition of a jointly owned Chicago residence after ending a long-term, marriage-like same-sex relationship with Eileen Brewer; Brewer counterclaimed seeking various equitable remedies to equalize assets.
  • Brewer’s counterclaim contained five counts: four (I, II, IV, V) sought equitable relief regarding division/valuation of the home (constructive trust, equitable division, credits, quantum meruit); Count III sought a constructive trust or restitution tied to funds from a joint account used to buy Blumenthal’s interest in a medical practice (GSN).
  • The circuit court dismissed Brewer’s entire counterclaim under Hewitt v. Hewitt, which bars common-law property claims by knowingly unmarried cohabitants when claims are rooted in a marriage-like relationship; the dismissal was certified under Rule 304(a) and appealed.
  • The appellate court rejected Hewitt as outdated and reinstated Brewer’s counterclaim; this court granted leave to appeal and consolidated briefing from amici supporting Brewer.
  • While the appeal proceeded, the partition trial continued; the circuit court finally valued and divided the home, Brewer bought out Blumenthal’s share, and no appeal was taken from that final partition judgment.
  • This Court affirmed the circuit court: it held the appellate court lacked jurisdiction to revive counts I, II, IV, and V and that those counts are moot/res judicata in light of the final partition; it also rejected Count III (constructive trust/restoration) as barred by Hewitt and by statutory limitations on transfer of medical practice interests.

Issues

Issue Plaintiff's Argument (Brewer) Defendant's Argument (Blumenthal) Held
Appealability of dismissal under Rule 304(a) for counts I, II, IV, V Rule 304(a) certification made dismissal final and appealable The dismissal was not final because those counts were part of the same controversy as the partition Dismissal of counts I, II, IV, V was not appealable under Rule 304(a); appellate court lacked jurisdiction
Effect of partition trial and final judgment on those equitable counts Reinstatement should allow further proceedings on valuation/allocation theories Final partition judgment resolved home value and distribution; reinstatement would be moot or impermissibly relitigate Counts I, II, IV, V rendered moot / barred by res judicata and law-of-the-case doctrines; no relief possible
Viability of Count III (constructive trust or restitution for contribution to medical practice) Joint funds bought Blumenthal’s GSN interest; unjust enrichment/restitution or constructive trust appropriate Constructive trust impossible (statutes bar transfer to nonphysician); Hewitt bars restitution claims rooted in marriage-like relationship Constructive trust unavailable due to Medical Corporation / Medical Practice Acts; restitution claim barred under Hewitt because purchase was dependent on the marriage-like relationship
Constitutional challenge (Due Process / Equal Protection) to application of Hewitt Hewitt irrationally penalizes intimate relationships, especially same-sex partners who could not marry historically Hewitt effectuates legislative policy forbidding creation of marriage-like rights absent marriage; rational basis exists Rejected: Hewitt application does not violate due process/equal protection; balancing of domestic-relations public policy is for legislature

Key Cases Cited

  • Hewitt v. Hewitt, 77 Ill. 2d 49 (Ill. 1979) (establishes rule barring common-law property claims by knowingly unmarried cohabitants where claims are rooted in a marriage-like relationship)
  • Price v. Philip Morris, Inc., 2015 IL 117687 (Ill. 2015) (lower courts are bound by Illinois Supreme Court precedent and may not overrule it)
  • River Park, Inc. v. City of Highland Park, 184 Ill. 2d 290 (Ill. 1998) (res judicata bars subsequent suits arising from same group of operative facts)
  • Spafford v. Coats, 118 Ill. App. 3d 566 (Ill. App. Ct. 1983) (distinguishes Hewitt where plaintiff furnished substantially all consideration for property and claim was independent of cohabitation)
  • Obergefell v. Hodges, 576 U.S. 644 (U.S. 2015) (same-sex couples have the constitutional right to marry; recognized the continuing centrality of marriage)
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Case Details

Case Name: Blumenthal v. Brewer
Court Name: Illinois Supreme Court
Date Published: Jan 25, 2017
Citation: 2016 IL 118781
Docket Number: 118781
Court Abbreviation: Ill.