Robert Relinger seeks a writ of certiora-ri to quash an order that abated his suit against Beverly and Russell Fox. We grant the petition.
Relinger is the personal representative of the estate of Robert Fox, and he is administering a 1984 will by Fox, who died on January 23, 2009. Beverly and Russell Fox are the decedent’s siblings, and they have produced a 2007 trust document and pour-over will. They filed a petition for revocation of the 1984 will, and Beverly Fox filed a petition for administration of the 2007 will. Relinger has challenged the later will, claiming that it was improperly executed and was the product of undue influence.
Relinger also filed a separate civil action attacking the validity of the trust. In addition to the Foxes, he sued Citigroup Global Markets, Inc., d/b/a Citi Smith Barney, which allegedly holds trust funds. In that action, Relinger seeks a declaration that the trust is invalid based on allegations that it contains testamentary provisions but was not executed with the required formalities, that the decedent lacked capacity at the time of execution, and that the trust was procured by undue influence. In addition, Relinger seeks supplemental and injunctive relief to gather, account for, and preserve the decedent’s trust property, which would belong in the estate if the trust was invalidated. The circuit court granted the Foxes’ motion to abate this action due to the pending proceedings in probate.
The Foxes have moved to dismiss Relinger’s petition to review the abatement on the ground that he cannot demonstrate the irreparable harm that is a jurisdictional prerequisite for certiorari review.
See Dees v. Kidney Group, LLC,
Having dealt with the question of our jurisdiction, we also conclude that the abatement of Relinger’s action was a departure from the essential requirements of law. Abatement requires a strict identity of parties between the two suits, and it can be ordered only when the plaintiffs and the defendants in the actions are the same.
Bruns v. Archer,
[T]he general rule [is] that a plea of a prior action pending applies only where plaintiff in both suits is the same person, and both are commenced by himself, and not to cases in which there are cross-suits by a plaintiff in one suit who is defendant in the other; in other words, that, where the party defendant in the prior suit is plaintiff in the subsequent suit, the first suit cannot be pleaded in abatement of the second.
Horter v. Commercial Bank & Trust Co.,
The courts do not favor abatement, and “the party asserting it must clearly show that he is within the reason for its enforcement.”
Moresca v. Allstate Ins. Co.,
It may be that the circuit court was concerned because the two actions raise similar, if not identical, questions about the decedent’s capacity, whether he was unduly influenced, and whether the necessary formalities were met. But other procedures are available to address any problems caused by the pendency of two similar actions, such as a consolidation of the actions or a limited stay of one of them.
Moresca,
In conjunction with his civil action, Re-linger filed a motion to compel discovery from Beverly Fox. She objected and moved for a protective order. In addition to abating the suit, the circuit court denied the motion to compel and granted the motion for protective order. These discovery orders stem from the circuit court’s decision to grant abatement, and we are confident that the court will reconsider the
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motions to compel and for protective order in light of our decision.
See Grektorp v. City Towers of Fla., Inc.,
Petition granted; orders quashed.
