Opinion

In re Estate of Jezewski

  • 2019 IL App (1st) 170100
Court
Appellate Court of Illinois
Filed
Oct 1, 2019
Status
Unpublished
Cited by
1 cases
Authority
More cited than 47.9%

The opinion

2019 IL App (1st) 170100

No. 1-17-0100

FIRST DIVISION

September 30, 2019

IN THE

APPELLATE COURT OF ILLINOIS

FIRST JUDICIAL DISTRICT

ESTATE OF ANIELA JEZEWSKI, a deceased ) Appeal from the Circuit Court of

person, ) Cook County, Chancery Division.

)

Plaintiff-Appellant, )

)

v. ) No. 16 CH 0848

)

ELIZABETH JAWORSKI; KAZIEMERZ )

JAWORSKI a/k/a CASEY JAWORSKI; JP )

MORGAN CHASE, N.A.; and UNKNOWN )

OWNERS and NONRECORD CLAIMANTS, ) Honorable Thomas R. Allen,

) Judge Presiding.

Defendants-Appellees. )

PRESIDING JUSTICE GRIFFIN delivered the judgment of the court, with opinion

Justices Pierce and Walker concurred in the judgment and opinion.

OPINION

¶1 This is an appeal from an order entered by the circuit court of Cook County dismissing a

partition action for lack of standing pursuant to section 2-619(a)(9) of the Illinois Code of Civil

Procedure (735 ILCS 5/2-619(a)(9) (West 2016)) (section 2-619(a)(9)). At issue is the language

of a deed and the trial court’s findings that the deed was unambiguous and clearly expressed the

intention of the parties to create a joint tenancy such that upon the death of grantee Aniela

Jezewski, her interest in the subject property passed to the surviving joint tenants and her estate

lacked standing to compel a partition. For the following reasons, we reverse the judgment of the

No. 1-17-0100

circuit court of Cook County and remand the cause for further proceedings consistent with this

opinion.

¶2 BACKGROUND

¶3 Aniela Jezewski (Aniela) and defendants Elizabeth and Kazmierez Jaworski (Jaworskis)

purchased property from Claire D. Powalazcek located at 5839 North Central Avenue, Chicago,

Illinois 60646. The purchase of the property was a family affair; Elizabeth is Aniela’s daughter

and she is married to Kazmierez.

¶4 In connection with the purchase, the seller executed a trustee’s deed on June 9, 2002,

conveying the property to Aniela and the Jaworskis as follows:

“An undivided one half interest to Aniela Jezewski and an additional undivided

one half interest to Kazimierz Jaworski and Elizabeth Jaworski as Joint Tenants

and not tenants in common.”

On August 9, 2009, Aniela passed away and a probate estate was opened on December 13, 2013.

¶5 On January 21, 2016, plaintiff, Estate of Aniela Jezewski, filed a petition to partition the

property in the circuit court of Cook County against defendants Elizabeth, Kazmierez and J.P.

Morgan Chase, N.A. (J.P. Morgan). The petition claimed that: (1) Aniela’s interest in the

property passed to her estate upon her death; (2) Kazmierez was “unwilling” to join in a

voluntary partition of the property; (3) the Jaworskis were husband and wife; and (4) J.P.

Morgan had an interest in the property by virtue of a mortgage lien recorded on August 8, 2013

(the Jaworskis executed a note in favor of J.P. Morgan that was secured by a mortgage on the

property on July 26, 2013, after Aniela passed away).

¶6 On February 29, 2016, Kazmierez filed a section 2-619(a)(9) motion to dismiss the

petition for lack of standing, arguing that the deed created a joint tenancy and Aniela’s interest in

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No. 1-17-0100

the property passed to the Jaworskis upon her death through the right of survivorship. Plaintiff

filed a response claiming that the deed created a tenancy in common between Aniela and the

Jaworskis, and a joint tenancy between husband and wife. Attached to plaintiff’s response was an

affidavit executed by Elizabeth, wherein she stated that it was always “our” intention that

Aniela’s interest would pass to her estate upon her death.

¶7 On March 18, 2016, Elizabeth answered plaintiff’s petition and admitted each allegation.

J. P. Morgan filed an answer, but was later granted leave to withdraw it.

¶8 On September 22, 2016, the trial court held a hearing on the 2-619(a)(9) motion to

dismiss, but continued the hearing after plaintiff raised a new argument, that a joint tenancy

could not have been created because the deed granted unequal undivided interest in the property

in violation of the common law “unity of interest” rule, which requires joint tenants to hold their

undivided interests in property equally. The parties were allowed to file supplemental briefs

addressing the issue.

¶9 In its supplemental brief, plaintiff maintained that the deed granted Aniela and the

Jaworskis unequal interests in the property and a joint tenancy was not created. Kazmierez

argued that the “unity of interest” requirement was “relaxed” by the Joint Tenancy Act (765

ILCS 1005/0.01 et seq. (West 2016)) (Act) and the only requirement under Illinois to create a

joint tenancy is compliance with section 1 of the Act (id., §1), which requires an instrument of

conveyance to expressly declare that the premises shall pass “not in tenancy in common but in

joint tenancy.” Alternatively, Kazmierez argued that the grantees did share a “unity of interest”

because the deed granted equal undivided one-half interests in the property to Aniela on one

hand, and the Jaworskis on the other. J. P. Morgan filed a brief in support of the argument raised

by Kazmierez.

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No. 1-17-0100

¶ 10 The trial court held a hearing on November 28, 2016 and granted the section 2-619(a)(9)

motion to dismiss finding that plaintiff lacked standing because the deed was unambiguous and

created a joint tenancy such that upon Aniela’s death, her interest passed to the Jaworskis

through the right of survivorship. The trial court emphasized the language of the deed, “not as

tenants in common,” as clearly expressing how the parties did not want their relationship to be

construed and noted that plaintiff’s “unity of interest” argument was “old property law” and that

while it was creative, “a little literary license” was required to find that the grantees held unequal

undivided interests in the property.

¶ 11 Defendant filed a timely notice of appeal on December 28, 2016 and seeks a reversal of

the trial court’s judgment on the basis that it was incorrect as a matter of law. J.P. Morgan filed a

brief in response. Kazmierez failed to file a response brief. Plaintiff failed to file a reply brief.

¶ 12 ANALYSIS

¶ 13 The issue on appeal is whether the judgment of the trial court was incorrect as a matter of

law. Our review is de novo. Wexler v. Wirtz Corp., 211 Ill. 2d 18, 23 (2004); Diaz v. Home

Federal Savings & Loan Association of Elgin, 337 Ill. App. 3d 722, 725 (2002); Hoch v.

Boehme, 2013 IL App (2d) 120664, ¶ 42.

¶ 14 Section 2-619(a)(9) permits involuntary dismissal where “the claim asserted *** is barred

by other affirmative matter avoiding the legal effect of or defeating the claim.” 735 ILCS 5/2-

619(a)(9) (West 2016). A lack of standing qualifies as an “affirmative matter” under section 2-

619(a)(9). Id. In ruling on a 2-619(a)(9) motion to dismiss, a court must accept as true all well-

pleaded facts in the plaintiff’s complaint and all inferences that can reasonably be drawn in

plaintiff’s favor. In re Estate of Schlenker, 209 Ill. 2d 456, 461 (2004). A 2-619(a)(9) motion to

dismiss for lack of standing should be granted only if the plaintiff can prove no set of facts that

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No. 1-17-0100

would support a cause of action. Chicago Teachers Union v. Board of Education of the City of

Chicago, 189 Ill. 2d 200, 206 (2000). The defendant must plead and prove a plaintiff’s lack of

standing. Id.

¶ 15 In order to compel a partition of property, a plaintiff must first have an interest in the

property. See 735 ILCS 5/17-101 (West 2016) (“[w]hen lands, tenements, or hereditaments are

held in joint tenancy or tenancy in common, *** any one or more the persons interested therein

may compel a partition thereof by a verified complaint in the circuit court of the county where

the premises or part of the premises are situated”). An interest in property is also required for

standing in a partition action. Muirhead Hui L.L.C. v. Forest Preserve District of Kane County,

2018 IL App (2d) 170835, ¶ 22 (the doctrine of standing requires some injury in fact to a legally

cognizable interest and is designed to preclude persons who have no interest in a controversy

from bringing suit).

¶ 16 To determine whether plaintiff has an interest in the property at issue here, and therefore

has standing to compel a partition, we must look to the language of the deed by which they took

title. It is well established, that in construing a deed the overriding concern is to ascertain and

give effect to the intention of the parties. Urbaitis v. Commonwealth Edison, 143 Ill. 2d 458, 467

(1991). The deed should be construed so as to carry out this intention, as gathered from the

instrument as a whole, and every word in the deed should be considered and, if possible, given

effect. Id.

¶ 17 Absent an ambiguity in the deed, the intention of the parties must be discerned solely

from the language of the instrument, without consideration of extrinsic factors. Id. But where a

deed is ambiguous, extrinsic evidence is admissible to ascertain the intent of the grantor and

grantee. Hoch, 2013 IL App (2d) 120664, ¶ 42. When its construction is in doubt, a deed is to be

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No. 1-17-0100

interpreted most favorably for the grantee. Save Our Little Vermillion Environment, Inc. v.

Illinois Cement Co., 311 Ill. App. 3d 747, 752 (2000).

¶ 18 We hold that the intention of the parties is clear from the plain language of the deed.

Aniela was a tenant in common with the Jaworskis, who held their interest in the property as

joint tenants. Upon Aniela’s death, her interest in the property passed to her estate such that

plaintiff has standing to compel a partition of the property.

¶ 19 As a matter of law, the deed cannot be construed as creating a joint tenancy because it

conveys unequal undivided interests to the grantees in violation of the “unity of interest”

requirement at common law. The “four unities” must be present in order to create and perpetuate

a joint tenancy. Harms v. Sprague, 105 Ill. 2d 215, 220 (1984). Though section 1b of the Act

(765 ILCS 1005/1b) (West 2016)) allows a joint tenancy to be created though a conveyance from

the grantor directly to himself as a grantee without the intervention of a third party (see Sathoff v.

Sutterer, 373 Ill. App. 3d 795, 798 (2007)), the “unity of interest” requirement is intact and it

remains in full force and effect. In order to create a joint tenancy, the joint tenants must hold

equal undivided interests in the property.

¶ 20 Accordingly, plaintiff’s petition to partition the property should not have been dismissed

for lack of standing pursuant to section 2-619(a)(9) because Aniela’s interest in the property

passed to her estate upon her death. The judgment of the trial court must be reversed.

¶ 21 CONCLUSION

¶ 22 Accordingly, the judgment of the circuit court of Cook County is reversed and the cause

is remanded for further proceedings consistent with this opinion.

¶ 23 Reversed; cause remanded.

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This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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