In re ESTATE OF JOHN W. MCDONALD III, Deceased (Shawn McDonald, Petitioner and Counterrespondent-Appellee, v. Ellizzette McDonald, Respondent and Counterpetitioner-Appellant).
No. 2-19-1113
APPELLATE COURT OF ILLINOIS SECOND DISTRICT
Opinion filed February 1, 2021
2021 IL App (2d) 191113
Honorable James R. Murphy, Judge, Presiding.
Appeal from the Circuit Court of Kane County. No. 17-P-744
OPINION
¶ 1 I. INTRODUCTION
¶ 2 This appeal concerns the estate of decedent, John W. McDonald III. Decedent died intestate on December 11, 2017. Four days later, petitioner, Shawn McDonald (Shawn), decedent‘s brother, filed in the circuit court of Kane County a petition for letters of administration and an affidavit of heirship. The trial court appointed Shawn as the administrator of decedent‘s estate and declared decedent‘s parents—John W. McDonald Jr. and Brenda K. McDonald—and siblings—Shawn, Heather Ladue, and Brett McDonald—as his only heirs. Respondent, Ellizzette McDonald (Ellizzette), purporting to be decedent‘s surviving spouse, sought to vacate the order appointing Shawn as the administrator of decedent‘s estate and the order of heirship. The trial court denied Ellizzette‘s motion but granted her leave to proceed pursuant to section 9-7 of the Probate Act of
¶ 3 On appeal, Ellizzette raises five principal issues. First, she argues that the trial court erred when it appointed Shawn as the administrator of decedent‘s estate, because she was not provided with the statutorily required notice. Second, she asserts that the trial court erred in denying her motion for judgment on the pleadings. Third, she contends that the trial court erred in granting Shawn‘s motion for a directed finding. Fourth, she argues that the trial court committed reversible error in barring her from testifying, at the trial on her petition, regarding her marriage and heirship. Finally, she maintains that the trial court erred in denying her motion for a continuance. For the reasons set forth below, we affirm in part, reverse in part, and remand this matter for further proceedings.
¶ 4 II. BACKGROUND
¶ 5 Decedent died intestate on December 11, 2017, in Paris, Illinois. As noted, Shawn is decedent‘s brother and Ellizzette purports to be decedent‘s surviving spouse.
¶ 6 A. Guardianship
¶ 7 On March 7, 2017, Shawn filed in the circuit court of Kane County a petition for the appointment of a guardian for a disabled person. In support of the guardianship petition, Shawn submitted a physician‘s report stating that decedent suffered from “bipolar disorder with manic
¶ 8 B. Petition for Letters of Administration and Affidavit of Heirship
¶ 9 On December 15, 2017, four days after decedent‘s death, Shawn filed in the circuit court of Kane County (1) a petition for letters of administration and (2) an affidavit of heirship. In his affidavit of heirship, Shawn asserted that decedent had been married “once and only once and then to Debbie Greene McDonald,” with said marriage ending in divorce sometime prior to 2012. Shawn stated that on July 11, 2017, decedent “participated in a wedding ceremony with Ellizzette Duvall Minnicelli.” Shawn claimed, however, that the marriage was void ab initio because decedent lacked the capacity to consent to the marriage. Therefore, Shawn requested that decedent‘s parents and his three siblings be declared as decedent‘s heirs at law. The matter was assigned to Judge John A. Noverini. In an order bearing the handwritten date of December 18, 2017, but file-stamped December 19, 2017, Judge Noverini appointed Shawn as the administrator of decedent‘s estate. Judge Noverini also entered an order declaring heirship, listing decedent‘s parents and his three siblings as his only heirs. On December 21, 2017, the clerk of the circuit court issued letters of office advising of Shawn‘s appointment as the independent administrator of decedent‘s estate pursuant to the order entered by the trial court.
¶ 11 On December 22, 2017, Shawn filed a verified “Petition for Declaration of Invalidity of a Marriage,” pursuant to section 301(1) of the Illinois Marriage and Dissolution of Marriage Act (Marriage Act) (
¶ 12 D. Ellizzette‘s Motion to Vacate
¶ 13 Meanwhile, on January 4, 2018, counsel entered an appearance on Ellizzette‘s behalf. That same day, Ellizzette filed a motion for substitution of judge as a matter of right. Ellizzette‘s motion was granted, and the matter was transferred to Judge James R. Murphy.
¶ 15 On March 7, 2018, Shawn filed his response to Ellizzette‘s motion to vacate. Shawn asserted that, although Ellizzette participated in a “marriage ceremony” with decedent, decedent lacked the capacity to enter into a “marriage contract,” because of the guardianship. In support of his position, Shawn cited section 11a-22(b) of the Probate Act (
¶ 16 In her reply to Shawn‘s response, Ellizzette argued that section 11a-22(b) of the Probate Act does not address the validity of a marriage but, rather, is intended to address transactional contracts entered into by a ward. Ellizzette further asserted that her marriage to decedent enjoys a strong presumption of validity under Illinois law (see Larson v. Larson, 42 Ill. App. 2d 467, 472 (1963) (“When the celebration of marriage is shown, the contract of marriage, the capacity of the parties, and, in fact, everything necessary to the validity of the marriage, in the absence of proof to the contrary, will be presumed ***“)) and that the guardianship over decedent did not compel the conclusion that he was unable to consent to marriage, because the appointment of a guardian is not sufficient, in and of itself, to show that the person was incompetent to have consented to a marriage (see Pape v. Byrd, 145 Ill. 2d 13, 21 (1991)). Ellizzette added that questions regarding the validity of her marriage are governed by the Marriage Act (
¶ 17 On April 18, 2018, the trial court denied Ellizzette‘s “motion to vacate.”2 In the same order, the court granted Ellizzette leave to file a petition for the appointment of an administrator and an affidavit of heirship pursuant to section 9-7 of the Probate Act (
¶ 18 E. Ellizzette‘s Petition for Letters of Administration and Shawn‘s Response
¶ 19 On May 1, 2018, Ellizzette filed her petition for letters of administration and affidavit of heirship. In the filings, Ellizzette stated that she is decedent‘s surviving spouse. She further asserted that, since decedent had no children, she is decedent‘s sole heir.
¶ 20 On May 25, 2018, Shawn filed his response to Ellizzette‘s petition for letters of administration and affidavit of heirship. In his response, Shawn argued that, pursuant to section 9-7 of the Probate Act (
¶ 21 F. Ellizzette‘s Motion for Judgment on the Pleadings
¶ 22 On June 7, 2018, Ellizzette filed a motion for judgment on the pleadings. Initially, Ellizzette argued that the trial court was empowered to extend the filing window for a pleading under section 9-7 of the Probate Act (
¶ 23 On July 3, 2018, Shawn filed a response to Ellizzette‘s motion for judgment on the pleadings. Shawn reiterated his position that section 11a-22(b) of the Probate Act (
¶ 24 On September 10, 2018, the trial court denied Ellizzette‘s motion for judgment on the pleadings as “premature.”
¶ 25 G. Shawn‘s Motion for Judicial Notice
¶ 26 On October 2, 2018, Shawn filed a motion requesting the trial court to take judicial notice of the “Certified Copy of Edgar County, Illinois[,] Marriage Application and Record of [decedent] and Ellizzette Duvall Minicelli [sic].” Shawn attached three documents to his motion: (1) a certified copy of a “Certification of Marriage” between decedent and “Ellizzette Duvall Minnicelli” issued by the clerk of Edgar County, Illinois; (2) a certified copy of a “Marriage License” for decedent and “Ellizzette Duvall Minnicelli” issued by the clerk of Edgar County, Illinois; and (3) a certified copy of a “Marriage Application and Record” issued by the clerk of Edgar County, Illinois. On November 30, 2018, the trial court entered an order granting Shawn‘s motion for judicial notice.
¶ 27 On April 15, 2019, the trial court entered an order setting the matter for trial over several dates beginning on November 18, 2019.
¶ 28 H. Ellizzette‘s Counsel‘s Motion to Withdraw
¶ 29 On September 12, 2019, Ellizzette‘s counsel moved to withdraw. The trial court granted counsel‘s motion in an order dated September 18, 2019. The same order further provided that (1) Ellizzette would have 21 days “to find other counsel and/or file a [s]ubstitute [a]ppearance,” (2) the scheduled November 18, 2019, trial date would stand, and (3) all pending motions and status of counsel would be continued to October 23, 2019.
¶ 30 I. Shawn‘s Motion In Limine
¶ 32 On October 23, 2019, Ellizzette filed an appearance on her own behalf. A week later, Ellizzette filed a response to Shawn‘s motion in limine. Ellizzette argued, inter alia, that the “plain text” of section 8-201(d) of the Dead Man‘s Act provides that “[n]o person shall be barred from testifying as to any fact relating to the heirship of a decedent.”
¶ 33 On November 13, 2019, following oral argument by the parties, the trial court granted Shawn‘s motion in limine. The court explained that “Illinois law says that the spouse cannot testify as to heirship, and there‘s cases cited, and they weren‘t responded to.” That same day, the trial court entered a written order in accordance with its oral finding, granting Shawn‘s motion in limine and barring Ellizzette from “testifying regarding her putative marriage to the decedent or regarding the decedent‘s heirship.”
¶ 34 J. Ellizzette‘s Motion for Continuance
¶ 35 At the hearing on November 13, 2019, the court asked Ellizzette if she would be ready for trial on November 18, 2019. Ellizzette responded that she would not be ready but stated that she was aware that “that‘s the date” and that she was “not looking to *** waste the Court‘s time.” She
¶ 36 At 3:49 a.m. on November 18, 2019, Ellizzette filed a “Motion for Continuance” seeking to continue the trial to December 3, 2019, or later. In the motion, Ellizzette alleged that she had good cause for requesting an extension, because (1) her father had been hospitalized in Arizona and declared “end of life“; (2) her mother, whom she categorized as a “key witness,” would be unable to attend the trial due to the status of Ellizzette‘s father; (3) Ellizzette‘s attorneys withdrew from the case due to the “high outstanding balance” of attorney fees that Ellizzette was unable to pay, because she was involved in an automobile accident that resulted in significant out-of-pocket medical expenses; and (4) Ellizzette was unable to obtain the testimony of two key witnesses. Ellizzette also asserted that she had paid the outstanding balance owed to her prior attorneys and requested that they be allowed to reenter an appearance on her behalf. The trial court denied the motion for a continuance.
¶ 37 K. Trial
¶ 38 The matter proceeded to trial on Ellizzette‘s petition, with the evidence centered on the validity of Ellizzette‘s marriage to decedent. In accordance with the trial court‘s ruling on Shawn‘s motion in limine, Ellizzette did not testify. However, Ellizzette called three witnesses in her case-in-chief: Diane Boyer, Dr. Visar Belegu, and Ray Bement.
¶ 39 Boyer testified that she was involved in the preparations for Ellizzette‘s and decedent‘s marriage and observed Ellizzette and decedent interacting with each other every week in 2017. Boyer also opined that Ellizzette and decedent were happily living together.
¶ 40 Dr. Belegu, a colleague of decedent, testified that he was aware that Ellizzette and decedent had married. Dr. Belegu further testified that he had contact with decedent two or three times a
¶ 41 Bement testified that he met Ellizzette and decedent in 1982. In 2017, Bement learned that Ellizzette and decedent were engaged. Bement participated in preparations for a marriage ceremony between Ellizzette and decedent. To that end, on July 11, 2017, Bement performed Ellizzette‘s and decedent‘s marriage ceremony in the participants’ home in Paris, Edgar County, Illinois. Bement further testified that he signed the marriage certificate in the kitchen of Ellizzette‘s and decedent‘s home in Paris. After Bement signed the marriage certificate, he, Ellizzette, and decedent went to Allerton Park in Monticello (Piatt County) for an additional “more secular” ceremony. Bement also stated that he attended a Ketubah signing on July 10, 2017, at Ellizzette and decedent‘s home in Paris. Bement explained that a Ketubah is “like what Christians would call a marriage license” and states what each party will bring to the relationship. Following the marriage, Bement interacted with Ellizzette and decedent on professional and personal bases.
¶ 42 On cross-examination, Bement testified that it was his idea to be the officiant at Ellizzette and decedent‘s marriage ceremony. He obtained a certificate to become an officiant from an online ministry in a process that took between 5 and 10 minutes. The following exchange then ensued between Shawn‘s counsel, Bement, Ellizzette, and the trial court:
“Q. And the marriage ceremony, as you testified on direct, the secular marriage ceremony was conducted in Piatt County; is that a fair statement?
A. Yes.
* * *
[Ellizzette]: Objection, Your Honor. Mr. Bement also testified earlier that he performed a marriage ceremony at our home in Paris. [Shawn‘s counsel]: His testimony according to my notes was that the secular part of the marriage was conducted in Piatt County. That‘s what he testified to.
THE COURT: All right. You‘ll be able to redirect questions, so overruled.”
Bement further testified that the only people present for the Piatt County ceremony were decedent and Ellizzette.
¶ 43 On redirect examination, Bement reiterated that he signed the marriage certificate in the kitchen of Ellizzette and decedent‘s house in Paris, Edgar County, Illinois.
¶ 44 Following Bement‘s testimony, Ellizzette stated that she had no other witnesses. Shawn‘s counsel then orally moved for a directed finding on the issue of the validity of the marriage. Counsel advanced several grounds for his position. First, he asserted that the best evidence of the existence of a marriage is the marriage certificate itself but that “[t]hey haven‘t produced any documents with respect to that.” Second, counsel asserted that “[t]he case law in Illinois” requires two witnesses to a marriage but that Bement “conducted a secular proceeding in Piatt County apparently with no witnesses.” Third, counsel posited that, before a marriage where one of the participants is a ward of the court, the Probate Act requires the court to conduct a best-interest hearing. Counsel noted that, although decedent was a ward of the court, no hearing was ever held to determine if the marriage was in decedent‘s best interest. Fourth, counsel maintained that marriage is a “civil contract” and the Probate Act prohibits a ward of the court from entering into a contract with any other person. Accordingly, Shawn requested that the trial court dismiss Ellizzette‘s claim that she is decedent‘s heir.
¶ 46 In reply, Shawn‘s counsel asserted that Ellizzette did not refute any of the arguments he previously made with respect to the validity of the marriage. Counsel further stated that, if Ellizzette wanted to prove the validity of her purported marriage to decedent,
“all [she] had to do is prove the marriage certificate, and the reason [she] didn‘t is because [she] know[s] [she] can‘t. [She] didn‘t bring the marriage certificate in here. [She] didn‘t bring the application. [She] didn‘t bring the license in here. You should ask yourself why [she] didn‘t do that.”
Ellizzette responded that, prior to Shawn‘s counsel‘s involvement in the case, her attorney produced a marriage license application and a marriage certificate and an individual “came to the Court to represent that she had issued the marriage certificate license in Edgar County.”
¶ 47 L. Trial Court‘s Ruling on the Motion for a Directed Finding
¶ 48 The trial court granted Shawn‘s motion for a directed finding. The court ruled that to present a prima facie case on the validity of her marriage to decedent, Ellizzette had to present a valid application for a marriage license and evidence of a ceremony performed in Edgar County and witnessed by two individuals. The court found, as a matter of law, that Ellizzette “did not present a prima facie case of a valid marriage ceremony under the circumstances such as would be sufficient to meet her burden of proof on all of the elements.” The court stated that “[i]t would
“And while it is not as clear as [Shawn‘s counsel] presents as to the case law precedents—and in that I‘m referring to the arguments that [Ellizzette] had when she was represented by counsel during motion practice on a motion for judgment on the pleadings—it is clear that there was an order finding and adjudicating Decedent as a disabled person and in immediate need of a plenary guardianship and that there was no best-interest hearing held; that the punitive [sic] marriage was not known to the Administrator until November 2017; and that the marriage was not properly witnessed or licensed or subject to a best-interest determination by the probate court.”
The trial court made a finding pursuant to Illinois Supreme Court Rule 304(a) (eff. Mar. 8, 2016) that there was no just reason to delay appeal. On December 18, 2019, Ellizzette filed a notice of appeal.
¶ 49 II. ANALYSIS
¶ 50 On appeal, Ellizzette raises five principal issues, which we address as follows. First, she argues that the trial court erred when it appointed Shawn as the administrator of decedent‘s estate, because she was not provided with the statutorily required notice. Second, she maintains that the trial court erred in denying her motion for a continuance. Third, she asserts that the trial court erred in denying her motion for judgment on the pleadings. Fourth, she argues that the trial court committed reversible error in barring her from testifying regarding her marriage and heirship. Finally, she contends that the trial court erred in granting Shawn‘s motion for a directed finding.
¶ 51 A. Notice
¶ 53 As noted above, on December 19, 2017, the trial court entered orders appointing Shawn as the administrator of decedent‘s estate and declaring heirship. The order appointing Shawn as the administrator of decedent‘s estate states that “due notice has been given to all parties according to law.” On January 17, 2018, Ellizzette filed her motion to vacate the order appointing Shawn as the administrator of the estate and the order of heirship. The arguments in Ellizzette‘s motion and her reply to Shawn‘s responses thereto are nearly identical to the arguments she now raises on appeal and are grounded on the premise that she was not provided the statutorily required notice. Shawn did not dispute that Ellizzette was not provided notice of his petition for letters of administration, but he argued that notice to Ellizzette was not required because she was not decedent‘s heir. The trial court held a hearing on the motion on April 18, 2018, and denied it the same day.
¶ 54 Although not captioned as such, Ellizzette‘s argument on appeal is essentially a challenge to the trial court‘s denial of her motion to vacate the order appointing Shawn as the administrator of the estate and the order of heirship. However, our ability to review this issue for error is hampered by the lack of either a transcript from the April 18, 2018, hearing on Ellizzette‘s motion or an acceptable substitute. See Ill. S. Ct. R. 323 (eff. July 1, 2017) (allowing for a bystander‘s report or an agreed statement of facts). As the appellant, Ellizzette has the burden to present this court with a sufficiently complete record on appeal. In re Marriage of Gulla, 234 Ill. 2d 414, 422 (2009); Webster v. Hartman, 195 Ill. 2d 426, 432 (2001). As our supreme court has stated, “[a]n issue relating to a circuit court‘s factual findings and basis for its legal conclusions obviously
¶ 55 We also observe that, despite the trial court‘s decision to deny Ellizzette‘s motion to vacate, it entered an order allowing her to file a petition for letters of administration and an affidavit of heirship pursuant to section 9-7 of the Probate Act (
¶ 56 B. Continuance
¶ 57 Ellizzette also claims that the trial court erred in denying her motion for a continuance, made on the day of trial. To place Ellizzette‘s argument in context, we briefly review the circumstances surrounding the motion.
¶ 58 On April 15, 2019, the trial court entered an order setting the matter for trial on November 18, 2019. On September 12, 2019, Ellizzette‘s counsel moved to withdraw. The trial court granted
¶ 59 At the hearing on November 13, 2019, Ellizzette informed the court that she intended to call several witnesses at the trial on November 18, including her mother, Patrick Rummerfield, Dr. Belegu, Eric Westacott, and Bement. Ellizzette stated that she would not be calling her father “because of his illness.” She also stated that “[t]hree days ago,” i.e., November 10, 2019, her father had been declared “end of life” and that he “could die at any day now per the doctors.” Prior to the conclusion of the hearing on November 13, the following colloquy took place between the trial court and Ellizzette:
“THE COURT: Are we ready to go? Are you ready to go then on Monday morning [November 18] at 9:00 with your witnesses?
[Ellizzette]: Um, I would—to answer your question right now, no, I‘m not ready at this moment, Your Honor. I‘m telling you the truth. I‘m not ready at this moment because of some of those things. I don‘t want to—but I do know that‘s the date, and I‘m not looking to—again, I‘m not looking to, um waste the Court‘s time.
THE COURT: But you are going to be here on Monday then—
[Ellizzette]: Yes, sir.
THE COURT: —to proceed?
[Ellizzette]: Oh, I will be here if I‘m expected to be here, Your Honor.”
¶ 61 At a hearing on Ellizzette‘s motion for a continuance on November 18, 2019, the trial court, after hearing argument from the parties, denied the motion. The court cited (1) a lack of due diligence on Ellizzette‘s part in presenting the motion or obtaining the testimony of Rummerfield and Westacott and (2) Ellizzette‘s failure to show that the testimony of the witnesses referenced in her motion would be material to the issues in the case. In response to Ellizzette‘s concern regarding
¶ 62 A litigant does not have an absolute right to a continuance. In re Marriage of LaRocque, 2018 IL App (2d) 160973, ¶ 94. Continuances are within the sound discretion of the trial court. Doe v. Parrillo, 2020 IL App (1st) 191286, ¶ 39; see also
¶ 63 Ellizzette argues that the trial court erred when it denied her motion for a continuance, made on the day of trial. In her motion, Ellizzette cited five principal reasons for requesting a continuance. On appeal, however, Ellizzette focuses on just two of those reasons—her father‘s illness and her attorneys’ withdrawal. Ellizzette‘s failure to argue the three remaining grounds set forth in her motion results in the forfeiture of those bases on appeal. See
¶ 64 With respect to her father‘s illness, Ellizzette asserted at the hearing on her motion that her father had been hospitalized and declared “end of life” on November 16, 2019, just two days earlier. However, this statement is contradicted by an affirmation Ellizzette previously made to the trial court. Notably, at the hearing on November 13, 2019, Ellizzette told the court that three days prior, i.e., November 10, 2019, her father had been declared “end of life” and that he “could die at any day now per the doctors.” Ellizzette could have moved for a continuance at that time but did not. To the contrary, she informed the trial court at the November 13, 2019, hearing that she did not want to waste the court‘s time and that she would be present for the trial on November 18, 2019. She then waited until 3:49 a.m. on the day of trial to inform the court that she had changed her mind and wanted to have the trial postponed. Given these circumstances, the trial court could
¶ 65 Ellizzette also argues that the withdrawal of her attorneys before trial “placed her in a difficult position, which she sought to remedy by obtaining counsel who *** could have refuted the fundamentally flawed legal arguments Shawn presented.” In addressing this issue, Thomas v. Thomas, 23 Ill. App. 3d 936 (1974), is instructive. In that case, the plaintiff‘s attorney moved to withdraw from the case, serving notice of his intention on July 5, 1973. The plaintiff appeared at a hearing on July 12, at which the trial court advised her that she should obtain counsel for the trial scheduled for July 17 but that she could file for a continuance if she felt that she would need more time. The plaintiff indicated that she would have counsel for trial, and no continuance was requested. On July 17, for the first time, the plaintiff moved for a continuance because she lacked counsel. The trial court denied the motion. In affirming, the reviewing court observed that the absence of counsel is one factor to consider in deciding a motion to continue but that “it does not entitle a party to a continuance as a matter of right.” Thomas, 23 Ill. App. 3d at 940-41 (citing Adcock v. Adcock, 339 Ill. App. 543, 548 (1950)). The court determined that the lack of counsel “could have been avoided by [the plaintiff‘s] own diligence in either securing a lawyer for trial, or requesting a continuance prior to the day of trial.” Thomas, 23 Ill. App. 3d at 940. The court further determined that the 12 days between when counsel served notice of his intent to withdraw and the date of the trial provided the plaintiff with “ample opportunity to extend the time for trial in order to obtain counsel.” Thomas, 23 Ill. App. 3d at 940-41. Accordingly, the court concluded that the trial court properly exercised its judicial discretion in denying the motion for a continuance. Thomas, 23 Ill. App. 3d at 941.
¶ 67 In short, there was sufficient time for Ellizzette to appear before the court to present a motion for a continuance prior to the date of the trial. Ellizzette, however, waited until the day of trial to move for a continuance. Under these circumstances, the trial court could have reasonably concluded that Ellizzette failed to show due diligence in pursuing her motion for a continuance. Accordingly, the trial court did not abuse its discretion in denying Ellizzette‘s motion for a continuance, filed on the day of trial.
¶ 68 C. Judgment on the Pleadings
¶ 70 Ellizzette contends that the facts apparent from the face of the pleadings and the judicial admissions of Shawn establish that she was entitled to judgment on the pleadings without the need for a trial. Specifically, Ellizzette asserts that, in her petition for letters of administration and affidavit of heirship, she pleaded that she is decedent‘s surviving spouse and his sole heir.
¶ 71 As noted above, in ruling on a motion for judgment on the pleadings, the court considers the facts apparent from the face of the pleadings, matters subject to judicial notice, and judicial admissions in the record. Gillen, 215 Ill. 2d at 385; St. Paul Fire & Marine Insurance Co., 2017 IL App (2d) 160381, ¶ 25. Illinois courts recognize that documents containing readily verifiable facts from sources of indisputable accuracy may be judicially noticed. People v. Davis, 65 Ill. 2d 157, 165 (1976); Centeno v. Illinois Workers’ Compensation Comm‘n, 2020 IL App (2d) 180815WC, ¶ 39; City of Centralia v. Garland, 2019 IL App (5th) 180439, ¶ 10. Public documents that are included in the records of courts and administrative tribunals are subject to judicial notice. People v. Ernest, 141 Ill. 2d 412, 428 (1990); Centeno, 2020 IL App (2d) 180815WC, ¶ 39; Palos Bank & Trust Co. v. Illinois Property Tax Appeal Board, 2015 IL App (1st) 143324, ¶ 11 n.2.;
¶ 72 Ellizzette‘s position ignores that the trial court was entitled to take judicial notice of its own files and records. See Palos Bank & Trust Co., 2015 IL App (1st) 143324, ¶ 11 n.2. Likewise, this court may take judicial notice of the trial court‘s file. People v. Fields, 2020 IL App (1st) 151735, ¶ 58; People v. Alvarez-Garcia, 395 Ill. App. 3d 719, 726-27 (2009). In this case, the trial court‘s file demonstrates that in December 2017 Shawn filed a petition for letters of administration and affidavit of heirship. In the affidavit of heirship, Shawn stated as follows. He was appointed the plenary guardian of the person and estate of decedent on May 30, 2017. Decedent was survived by his parents and his three siblings. Decedent had been married “once and only once and then to Debbie Greene McDonald,” with said marriage ending in divorce sometime prior to 2012. Although decedent “participated in a wedding ceremony with Ellizzette Duvall Minnicelli” on July 11, 2017, the marriage was void ab initio because decedent lacked the capacity to consent to the marriage. The trial court‘s file further demonstrates that on December 19, 2017, the trial court entered (1) an order appointing Shawn as the independent administrator of decedent‘s estate and (2) an order declaring heirship, which designated decedent‘s parents and his three siblings as his only heirs. The facts that decedent‘s parents and his three siblings were named as his only heirs and that Shawn was appointed as the independent administrator of decedent‘s estate were subject to judicial notice, as they were readily verifiable. See In re Linda B., 2017 IL 119392, ¶ 31 n.7 (“Public documents, such as those included in the records of other courts and administrative tribunals, fall within the category of ‘readily verifiable’ facts capable of instant and unquestionable demonstration of which a court may take judicial notice.“); Centeno, 2020 IL App (2d) 180815WC, ¶ 39 (holding that the Illinois Workers’ Compensation Commission properly considered arbitrator decision and transcript from another case, as such information was “readily verifiable and aided in the efficient disposition of the case“). Accordingly, considering the facts apparent from the face of the pleadings, matters subject to judicial notice, and any judicial admissions, the record shows that there remained a genuine issue of material fact as to Ellizzette‘s status as decedent‘s surviving spouse and sole heir. See In re Estate of Davis, 225 Ill. App. 3d 998, 1000 (1992) (“On a motion for judgment on the pleadings, if the pleadings put in issue one or more material facts, evidence must be taken to resolve such issues, and judgment may not be entered on the pleadings.“). In light of the foregoing, we therefore conclude that the trial court did not err in denying Ellizzette‘s motion for judgment on the pleadings.
¶ 73 D. Dead Man‘s Act
¶ 74 Ellizzette next argues that the trial court committed reversible error in granting Shawn‘s motion in limine, which barred her from testifying, under the Dead Man‘s Act (
¶ 75 As noted above, Shawn filed a motion in limine seeking to bar Ellizzette from testifying or presenting any evidence as to any marital relationship she allegedly had with decedent. Citing Laurence, 164 Ill. 367, In re Estate of Diak, 70 Ill. App. 2d 1, and In re Estate of Enoch, 52 Ill. App. 2d 39, Shawn alleged that such testimony would violate the Dead Man‘s Act (
¶ 76 On appeal, Ellizzette, relying principally on In re Estate of Bailey, 97 Ill. App. 3d 781 (1981), argues that the legislature expressly enacted subsection (d) of the Dead Man‘s Act (
¶ 77 We begin our analysis with a review of Laurence, 164 Ill. 367. In that case, the decedent died intestate. The plaintiff, the decedent‘s putative wife, petitioned the court for half of the decedent‘s estate. The trial court allowed the plaintiff to testify at trial as to her alleged marriage
“‘[N]o party to any civil action, suit or proceeding, or person directly interested in the event thereof, should be allowed to testify therein of his own motion or in his own behalf, by virtue of the foregoing section, when any adverse party sues or defends as the *** heir *** of any deceased person, *** unless when called as a witness by such adverse party so suing or defending.‘” Laurence, 164 Ill. at 372 (quoting Ill. Ann. Stat., ch. 51, ¶ 2 (Starr & Curtis 1896)).
The supreme court reversed and remanded the matter, holding that the plaintiff‘s testimony should have been excluded. Laurence, 164 Ill. at 373. The court explained that the plaintiff “was not an heir until she established the marriage which she alleged and which was denied by the heirs, and until such marriage was established by proof or conceded she was a stranger to the estate and incompetent to testify, and the court erred in permitting her to do so.” Laurence, 164 Ill. at 373.
¶ 78 In 1973, the Dead Man‘s Act as it then existed was repealed and replaced. In re Estate of Babcock, 105 Ill. 2d 267, 272 (1985); Whitehead, supra, at 428. In its current form, the Dead Man‘s Act reads in pertinent part as follows:
“In the trial of any action in which any party sues or defends as the representative of a deceased person or person under a legal disability, no adverse party or person directly
interested in the action shall be allowed to testify on his or her own behalf to any conversation with the deceased or person under legal disability or to any event which took place in the presence of the deceased or person under legal disability, except in the following instances: ***
(d) No person shall be barred from testifying as to any fact relating to the heirship of a decedent.”
735 ILCS 5/8-201 (West 2016) .
As the Babcock court noted, the successor version of the Dead Man‘s Act is less restrictive than the prior version of the statute. In re Estate of Babcock, 105 Ill. 2d at 272. The Babcock court explained:
“The successor act *** no longer bars all testimony by interested persons. Unlike the previous statute, the Act now disqualifies the testimony by interested persons only to the extent that the testimony would be to a ‘conversation with the deceased [or person under legal disability]’ or an ‘event which took place in the presence of the deceased [or person with a legal disability].‘” In re Estate of Babcock, 105 Ill. 2d at 273 (quoting Ill. Rev. Stat. 1981, ch. 110, ¶ 8-201).
We also observe that the successor statute provides several exceptions to its applicability, including subsection (d) (
¶ 79 In In re Estate of Bailey, 97 Ill. App. 3d 781, the court had an opportunity to consider the effect of subsection (d). In that case, the petitioner, the putative wife of the decedent, brought an action to vacate the respondent‘s appointment as the administrator of the decedent‘s estate. At the trial on the matter, the respondent objected to the petitioner testifying about her marriage to the decedent. The respondent asserted that such testimony was barred by the Dead Man‘s Act since
“The language of the amendment is reasonably clear, and no other purpose can be discerned in enacting the amendment. Respondent‘s interpretation would read the general rule, that interested parties may not testify as to transactions which took place in the presence of decedent, into the exception contained in [subsection (d)]. Such an interpretation would render [subsection (d)] a nullity.” In re Estate of Bailey, 97 Ill. App. 3d at 784.
¶ 80 Further, the Bailey court “question[ed] whether a proceeding to establish the proper administrator of an estate is within the scope of the [Dead Man‘s] Act.” In re Estate of Bailey, 97 Ill. App. 3d at 784. The court explained:
“Such a proceeding does not directly reduce or impair the decedent‘s estate. Application of the testimonial bar of the [Dead Man‘s] Act to situations such as this leads to a race to the court house to be appointed or nominate an administrator. Once the appointment is made, any party wrongfully omitted from the selection must shoulder the onerous burden of proving heirship without the benefit of his own testimony.” In re Estate of Bailey, 97 Ill. App. 3d at 784.
As such, the reviewing court held that the petitioner should have been allowed to testify as to her marriage to the decedent. In re Estate of Bailey, 97 Ill. App. 3d at 783-84.
¶ 82 Turning to the facts in this case, we agree with the rationale set forth in Bailey and hold that the trial court abused its discretion in granting Shawn‘s motion in limine, which sought to bar Ellizzette from testifying or presenting any evidence as to any marital relationship she had with decedent. Quite simply, pursuant to the plain language of subsection (d) (
¶ 83 Additionally, we reject Shawn‘s claim that Laurence, 164 Ill. 367, remains good law. Shawn claims that Laurence is still valid precedent because the Illinois Supreme Court “never overruled or modified [the] decision *** in the twelve plus decades following its opinion.” Shawn‘s position completely ignores the fact that the legislature altered the version of the Dead Man‘s Act interpreted in Laurence to provide that “[n]o person shall be barred from testifying as to any fact relating to the heirship of a decedent.”
¶ 85 Here, Shawn‘s motion in limine specifically stated that he “expected that *** Ellizzette *** will attempt to testify that she is the surviving spouse of [decedent].” More significantly, the trial court, in ruling on the motion, stated, “to the extent that the spouse is going to testify as to the purported marriage *** I would have to grant the motion in limine based on the law that [Ellizzette] can‘t testify.” The court later told Ellizzette:
“[H]aving ruled as to your ability to testify, that makes it difficult for you to prove the validity of the marriage. The marriage may have happened. It may have been valid in your eyes, but we‘re proceeding under statutes, law, cases, precedent, and rulings on those laws as applied to the facts. So I‘m not saying you didn‘t have a ceremony, but I may—that may be the effect as it pertains to heirship. It depends what you are able to prove without testifying.”
Given this record, we conclude that an offer of proof was not required because the trial court understood that Ellizzette would testify as to her purported marriage to decedent. See Dillon, 199 Ill. 2d at 495 (holding that an offer of proof was not required because the trial court understood
¶ 86 In short, based upon the 1973 amendment to the Dead Man‘s Act, we are compelled to conclude that the trial court abused its discretion in granting Shawn‘s motion in limine and barring Ellizzette from testifying or presenting any evidence as to any marital relationship she had with decedent. As the trial court‘s erroneous ruling precluded Ellizzette from presenting her case-in-chief, it substantially prejudiced her. See $5,608 United States Currency, 359 Ill. App. 3d at 896. Accordingly, we reverse the trial court‘s decision to grant a directed finding in Shawn‘s favor on this basis, and we remand the matter for a new trial. However, because additional issues related to the reasons the trial court cited in support of its grant of a directed finding in Shawn‘s favor might arise on remand, we address those issues now.
¶ 87 E. Directed Finding
¶ 88 Ellizzette challenges the grounds the trial court cited in support of its decision to direct a finding in Shawn‘s favor at the close of her case-in-chief.
¶ 89 To establish a prima facie case, a plaintiff must proffer at least some evidence on every essential element of the cause of action. In re Foxfield Subdivision, 396 Ill. App. 3d at 992. To legally marry in Illinois, a couple must fulfill the requirements and formalities set out in the Marriage Act (
“And while it is not as clear as [Shawn‘s counsel] presents as to the case law precedents and in that I‘m referring to the arguments that [Ellizzette] had when she was represented by counsel during motion practice on a motion for judgment on the pleadings—it is clear that there was an order finding and adjudicating Decedent as a disabled person and in immediate need of a plenary guardianship and that there was no best-interest hearing held; that the punitive [sic] marriage was not known to the Administrator until November 2017; and that the marriage was not properly witnessed or licensed or subject to a best-interest determination by the probate court.”
Thus, in concluding that Ellizzette did not establish a prima facie case of a valid marriage, the trial court determined that there was no evidence that the purported marriage was properly licensed, there was no evidence of a valid marriage ceremony in Edgar County, there was no evidence of two witnesses to the marriage, and there was no best-interest hearing to determine decedent‘s competency to marry. Applying de novo review, we conclude that the trial court erred in granting Shawn‘s motion for a directed finding on the four grounds cited in its ruling.
¶ 92 First, the trial court erred in ruling that there was no evidence that the purported marriage was properly licensed. As noted above, in ruling that Ellizzette failed to present a prima facie case of a valid marriage, the trial court stated, “[i]t would have been simple to present the evidence of a marriage license and certificate and application and have some witness testify about that, but that was not done.” But this finding by the trial court ignores the fact that on November 30, 2018, almost a year before the trial, the court granted Shawn‘s motion requesting that it take judicial notice of these very documents. The purpose of judicial notice is to dispense with the normal method of producing evidence. See State Farm Mutual Automobile Insurance Co. v. Grebner, 132 Ill. App. 2d 234, 237 (1971); see also Black‘s Law Dictionary (11th ed. 2019) (defining “judicial notice” as “[a] court‘s acceptance, for purposes of convenience and without requiring a party‘s proof, of a well-known and indisputable fact“); City of Centralia, 2019 IL App (5th) 180439, ¶ 10 (noting that a court may take judicial notice of “matters that are readily verifiable from sources of indisputable accuracy, such as public records“). “The theory and effective application of judicial notice of adjudicative facts not only renders the formal introduction of evidence before the trier of fact unnecessary, Secrist v. Petty, 109 Ill. 188 (1883); People v. One 1999 Lexus, 367 Ill. App. 3d 687, *** but also precludes the introduction of evidence of contrary tenor ***” Michael H. Graham, Cleary and Graham‘s Handbook of Illinois Evidence § 202.3 (9th ed. 2009). Hence, by order of the court, evidence of a marriage application, license, and certificate were before the court pursuant to its ruling on Shawn‘s motion. Since the court had already taken judicial notice of these documents for purposes of the trial, there was no need for Ellizzette to reintroduce them.
¶ 93 Shawn argues that the purpose behind his motion was “to highlight every falsehood [Ellizzette] promoted on the Edgar County Clerk, as well as [decedent], a disabled person in need
¶ 94 2. Ceremony
¶ 95 Second, the trial court erred when it ruled that Ellizzette did not present some evidence of “a ceremony performed in Edgar County.” Bement testified that he performed a marriage ceremony between Ellizzette and decedent on July 11, 2017, in the parties’ home in Paris, Edgar County, Illinois. The “Certification of Marriage” issued by the clerk of Edgar County, of which the trial court took judicial notice, lists the wedding ceremony as taking place on July 11, 2017, in Paris, Illinois, with Bement as the officiant. In addition, we may take judicial notice that Paris is the county seat of Edgar County (see About, Edgar County, https://edgarcountyillinois.com/about/
¶ 96 3. Witnesses
¶ 97 Third, the trial court erred when it ruled that Ellizzette did not present a prima facie case, because she failed to introduce evidence of two witnesses to the marriage ceremony. Neither Shawn nor the trial court cited any statutory provision requiring the presence of two witnesses for a marriage to be valid in Illinois. Indeed, our research reveals that, while many states have a witness requirement, Illinois is not one of them. See, e.g.,
¶ 98 Nevertheless, citing Pike v. Pike, 112 Ill. App. 243 (1904), Shawn insists that “[p]roviding the names of two witnesses is the public policy in Illinois.” At the outset, we note that Pike is not controlling, as it was decided in 1904 and appellate decisions filed prior to 1935 have no binding authority. See Choate v. Indiana Harbor Belt R.R. Co., 2012 IL 112948, ¶ 32 n.4 (noting that appellate court decisions filed prior to 1935 have no binding authority and can be considered only persuasive). This technicality aside, we find Pike factually inapposite. Pike involved a common-law, “secret” marriage that was neither witnessed by anyone nor publicly acknowledged by the participants. At the time of the events in Pike, common-law marriages were recognized in Illinois. Pike, 112 Ill. App. at 260. However, one of the parties denied that he had married. Pike, 112 Ill. App. at 252. Under these circumstances, the reviewing court “regretted that a marriage, such as is claimed in this case, contracted secretly between the parties, no third person being present, is legally permissible.” Pike, 112 Ill. App. at 260. The present case does not involve the type of marriage at issue in Pike. Indeed, common-law marriages were eliminated by statute in Illinois in 1905.
¶ 99 Shawn notes that one of the forms issued by the Edgar County clerk includes a space to provide the names of witnesses to a marriage. Shawn therefore insists that, if the two-witness requirement did not remain the policy in Illinois, “the Edgar County Clerk‘s instruction to marriage applicants to provide the names of such witnesses would be meaningless.” We find no such instruction in the documents submitted. And while the document referenced by Shawn does contain lines where the names of witnesses may be provided, there is no indication that this is a requirement to obtain a valid marriage license. Indeed, even though no witnesses are listed, the Edgar County clerk issued a marriage license to decedent and “Ellizzette Duvall Minnicelli,” thereby suggesting that witnesses are not required under Illinois law. Given the lack of authority substantiating a two-witness requirement for marriages in Illinois, the trial court erred when it ruled that Ellizzette was required to present some evidence that there were two witnesses to her officiated marriage to decedent.
¶ 100 4. Best-Interest Hearing
¶ 101 Fourth, the trial court indicated that, pursuant to the Probate Act, a best-interest hearing was required before decedent could marry. Although not directly cited in the trial court‘s ruling, this was apparently a reference to section 11a-17(a-10) of the Probate Act (
“Upon petition by the guardian of the ward‘s person or estate, the court may authorize and direct a guardian of the ward‘s person or estate to consent, on behalf of the ward, to the ward‘s marriage pursuant to Part II of the Illinois Marriage and Dissolution of Marriage
Act if the court finds by clear and convincing evidence that the marriage is in the ward‘s best interests.”
The primary objective of statutory construction is to ascertain and give effect to the intent of the legislature. State Bank of Cherry, 2013 IL 113836, ¶ 56. The most reliable indicator of legislative intent is the language of the statute itself, given its plain and ordinary meaning. State Bank of Cherry, 2013 IL 113836, ¶ 56. If the statutory language is clear and unambiguous, it must be applied as written, without resorting to further aids of statutory construction. State Bank of Cherry, 2013 IL 113836, ¶ 56. Moreover, a court may not depart from the plain language of the statute and read into it exceptions, limitations, or conditions that are not consistent with the express legislative intent. State Bank of Cherry, 2013 IL 113836, ¶ 56.
¶ 102 The plain language of this provision simply does not require prior approval by the court before a ward can marry of his or her own accord. Instead, it provides a procedure to allow a guardian to petition the court for authorization to consent, on behalf of the ward, to the ward‘s marriage. The fact that a guardian may seek from the court an order authorizing consent, however, does not mean that the ward may not marry unless and until the guardian first obtains the court‘s consent. We read nothing in the language of
¶ 103 Indeed, this is consistent with Pape, 145 Ill. 2d 13, in which the supreme court held that the appointment under the Probate Act of a guardian of a person is not sufficient, in and of itself, to show that the person was incompetent to consent to marriage. In reaching this result the court explained:
“In this regard, we note that section 11a-3 of the Probate Act of 1975 provides, inter alia, that a court may adjudge a person disabled[] and may appoint a guardian of his person if,
because of his disability, he lacks sufficient understanding or capacity to make or communicate responsible decisions concerning the care of his person. In contrast, section 301 of the Marriage Act provides that a declaration of invalidity of a marriage may be obtained where a party, inter alia, lacked the capacity to consent to the marriage because of, inter alia, mental incapacity or infirmity. (Ill. Rev. Stat. 1989, ch. 40, par. 301.) Moreover, a person lacks capacity to consent to a marriage where he is unable to understand the nature, effect, duties and obligations of marriage.” Pape, 145 Ill. 2d at 21-22.
Based on the foregoing, the court concluded that the test of incapacity under the above-referenced provisions of the Probate Act and the Marriage Act “is limited and does not speak to the incapacity required for purposes of the other provision.” Pape, 145 Ill. 2d at 22. In this case, decedent was adjudged a ward of the court pursuant to
¶ 104 Shawn suggests that, to the extent that Pape constituted persuasive authority, it no longer does because the legislature added the language in section 11a-17(a-10) to the Probate Act after the supreme court decided Pape. We disagree. Shawn‘s argument overlooks the plain language of
¶ 105 III. CONCLUSION
¶ 106 For the foregoing reasons, we affirm the trial court‘s rulings denying Ellizzette‘s motion to vacate the order appointing Shawn as the administrator of decedent‘s estate and the order of heirship. We also affirm the trial court‘s decision to deny Ellizzette‘s motion for a continuance of trial and her motion for judgment on the pleadings. We find, however, that the trial court erred in barring Ellizzette from testifying regarding her marriage and heirship. Further, the trial court erred in granting Shawn‘s motion for a directed finding on the four grounds set forth in its oral ruling. The judgment of the circuit court of Kane County is therefore affirmed in part and reversed in part. We remand for further proceedings consistent with this disposition.
¶ 107 Affirmed in part and reversed in part.
¶ 108 Cause remanded with directions.
