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Estate of Loeffler

JANUARY 24, 1968.

ESTATE OF ELLEN

v.

LOEFFLER, INCOMPETENT. BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION OF POMONA, CALIFORNIA, PETITIONER-APPELLANT,

v.

ESTATE OF ELLEN

v.

LOEFFLER, INCOMPETENT, OAK PARK TRUST AND SAVINGS BANK, RESPONDENT-APPELLEE.



Appeal from the Circuit Court of Cook County, Probate Division; the Hon. JOHN E. PAVLIK, Judge, presiding. Reversed and remanded.

TRAPP, J.

Bank of America National Trust and Savings Association of California, a California appointed conservator of the estate of Ellen V. Loeffler, appeals from an order of the Circuit Court of Cook County, Probate Division, denying a petition of said Bank for transfer to it of the assets of Ellen V. Loeffler, incompetent, for administration in California.

Rita M. Jagnow, an only daughter, had been appointed conservator of the person of her mother, Ellen V. Loeffler, and the Oak Park Trust and Savings Bank had been appointed conservator of the estate of said ward by the Illinois Court. The ward was residing in a nursing home in Illinois. Thereafter, on February 21, 1964, the daughter, Rita M. Jagnow, took her mother by airplane to California, and placed her in the Golden Nursing Home in Pomona, California. In June, 1964, the daughter was, on her own petition, appointed guardian of the person of her mother, and Bank of America National Trust and Savings Association was appointed guardian of the estate of the incompetent by the Superior Court of the State of California, San Bernadino County.

The California bank obtained permission of the California court to petition the Illinois court for transfer of the assets, which are somewhat in excess of $300,000, to California.

The petition, now under consideration, was filed December 29, 1964, and alleged among other things, (1) that Ellen V. Loeffler, incompetent, has been physically present in California since February 21, 1964, and resides in the Golden Age Rest Home under the supervision of the guardian of her person, Rita M. Jagnow, (2) that the ward is in good physical condition and appears happy and content living in the nursing home in close proximity to her daughter, Rita M. Jagnow, (3) that the guardian of the person intends to remain with the ward in California permanently, (4) that the property of the ward in the State of Illinois, held by the Oak Park Trust and Savings Bank, may be removed to the State of California without conflict with any restriction thereupon, and without impairing the right of the ward thereto, and (5) that it would be to the best interest of the ward that her entire estate be administered by petitioner under the supervision of the Probate Court of San Bernadino County, California.

The answer to the petition alleges, (1) admits that the ward is physically present in California but asserts that the ward was removed there without consent of the ward, was there for medical treatment only, and was, at the time of the appointment of the California guardians of the estate and person, a resident of the State of Illinois, (2) denies the validity of the orders of the California court appointing guardians of the person and property (a) because of the Illinois residence of the ward and (b) because the California orders fail to give full faith and credit to the previous Illinois orders, (3) asserts that the ward was mentally incapable of changing her residence, and (4) denies that it would be to the best interest of the ward to transfer the property to California.

The respondent filed a petition to have a psychiatrist appointed by the court to determine whether the ward had the mental capacity to change her residence, and asserted that lacking mental capacity the ward could not change her residence.

The statutory provision under which the petitioner seeks a transfer of the assets, chapter 3, § 264 (Ill. Rev Stats) is as follows:

"When it appears to the probate court of any county of this state in which a guardian or conservator of the estate of a non-resident ward is appointed that the removal of the ward's estate will not conflict with the interest of the ward, the terms of limitation attending the right by which the ward owns the estate, or the rights of creditors, the probate court may order the resident guardian or conservator to pay and deliver to the non-resident guardian or conservator the whole or any part of the ward's estate. The order shall be entered only upon the verified petition of the non-resident guardian or conservator and the production of authenticated copies of his letters and of the order of the court which issued letters to him authorizing him to collect, receive, and remove the personal estate. Unless excused by the probate court for good cause shown, ten days' notice of the hearing on the petition shall be given to the resident guardian or conservator."

At the time of the hearing on the petition of respondent for the appointment of a psychiatrist, and prior to the date set for hearing on the merits of the petition of the California bank to transfer the assets, the trial court after considerable argument by counsel, but without hearing any evidence, denied the petition for appointment of a psychiatrist and denied the petition for transfer of the assets to the California conservator.

All parties agree that unless the ward is, in fact, a nonresident, there is no authority for an order under chapter 3, § 264 (Ill. Rev Stats) to transfer the assets.

Petitioner concedes that the ward did not have the mental capacity to change her own domicile, and accordingly the appointment of a psychiatrist to determine this issue would have been an unnecessary expense. In order to reach the issue of what would be the best interest of the ward it is first necessary to determine the residence of the ward.

Since there was no hearing of evidence which would permit the court to validly determine whether the residence of the ward was, in fact, changed, or what was the best interest of the ward in the matter of transfer, the court's order, in effect, held that as a matter of law the residence of an incompetent could not be changed on the initiative of the conservator of the person, and that since the ward was not competent to change her residence on her own volition, the status of Illinois residence could not be changed.

The case of Parcher v. Reese, 202 Ill. App. 509, while conceding that an incompetent person is incapable of changing his domicile of his own volition, nevertheless holds that a person's "residence" for the purpose of the statute before us may become changed, and that the significant factor in this change is the determination of the guardian of the person. Of like effect is Langmuir v. Landes, 113 Ill. App. 134. The court in In re Estate of Spengler, 282 Ill. App. 607 at 613, held that the residence might be changed with the ...


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