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In re Marriage of Allen
2016 IL App (1st) 151620
| Ill. App. Ct. | 2017
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Background

  • Keith and Debra Allen, an opposite-sex couple, cohabited intermittently for about 13 years, married in late 2012, then separated within seven months; both filed for dissolution in 2013.
  • Keith is financially affluent from McDonald’s franchises; Debra has modest resources and sought a larger property and maintenance award based on long-term premarital support.
  • Days before trial Debra sought leave to amend her petition to add common-law claims (unjust enrichment/quantum meruit) covering the 1999–2012 premarital period, relying on the appellate decision in Blumenthal v. Brewer.
  • She requested reopening discovery back to 1999, funds for a financial expert, and attorney fees to pursue the new claim; the trial court denied leave to amend and later excluded her offer of proof at trial.
  • The trial court entered a dissolution judgment awarding Debra modest property and 6.4 months maintenance; Debra appealed the denials to amend and to receive/submit her offer of proof.

Issues

Issue Plaintiff's Argument (Debra) Defendant's Argument (Keith) Held
Whether leave to add common-law unjust enrichment/quantum meruit claims based on premarital cohabitation should be allowed Blumenthal permits common-law claims for partners who were barred from marrying; Debra argues similar relief is appropriate for her premarital contributions to Keith’s wealth Hewitt bars quasi-contractual/property claims between knowingly unmarried opposite-sex couples; allowing the claim would conflict with Illinois public policy/statutory ban on common-law marriage Denied. Hewitt controls for opposite-sex couples who could have married; trial court did not abuse discretion
Whether the trial court erred by refusing Debra’s offer of proof at trial to support the excluded common-law claims Offer of proof was necessary to show factual basis for the proposed claim and the requested discovery/expert expenses The proposed claim was legally deficient under Hewitt; allowing the offer of proof would be futile Denied. Refusal proper because the proposed claim could not state a viable cause of action
Whether Blumenthal undermines Hewitt and requires different treatment of opposite-sex couples Debra contends Blumenthal shows a shift in appellate treatment of nonmarital claims and supports her amendment Keith and the court contend Blumenthal was limited to same-sex partners who were legally barred from marrying; it did not overrule Hewitt Blumenthal is distinguishable and does not overrule Hewitt; it applies to same-sex partners who could not marry, not opposite-sex couples who could have married
Whether trial court abused discretion in denying discovery/relief tied to the proposed amendment (expert fees, extended discovery) Debra argued extended discovery and expert funding were needed to quantify accrual of Keith’s assets during cohabitation Keith argued such relief was unnecessary because the underlying claim was barred and discovery would be futile and overbroad Denied. Because the proposed claim was legally deficient, the court properly refused to reopen discovery or award the requested fees

Key Cases Cited

  • Hewitt v. Hewitt, 77 Ill. 2d 49 (Ill. 1979) (rejected equitable/quasi-contract claims between knowingly unmarried opposite-sex cohabitants; courts should not create marital-like property rights).
  • Blumenthal v. Brewer, 24 N.E.3d 168 (Ill. App. Ct. 2014) (permitted common-law property claims for long-term same-sex partners who were barred from marrying and emphasized changed public policy).
  • Hayes Mechanical, Inc. v. First Industrial, L.P., 351 Ill. App. 3d 1 (Ill. App. Ct. 2004) (denial of leave to amend is appropriate when no viable cause of action can be stated).
  • Blazina v. Blazina, 42 Ill. App. 3d 159 (Ill. App. Ct. 1976) (a deficient complaint does not entitle a party to make an offer of proof).
Read the full case

Case Details

Case Name: In re Marriage of Allen
Court Name: Appellate Court of Illinois
Date Published: Feb 15, 2017
Citation: 2016 IL App (1st) 151620
Docket Number: 1-15-1620 1-15-2146 cons.
Court Abbreviation: Ill. App. Ct.