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Illinois Compiled Statutes
Information maintained by the Legislative Reference Bureau Updating the database of the Illinois Compiled Statutes (ILCS) is an ongoing process. Recent laws may not yet be included in the ILCS database, but they are found on this site as Public Acts soon after they become law. For information concerning the relationship between statutes and Public Acts, refer to the Guide. Because the statute database is maintained primarily for legislative drafting purposes, statutory changes are sometimes included in the statute database before they take effect. If the source note at the end of a Section of the statutes includes a Public Act that has not yet taken effect, the version of the law that is currently in effect may have already been removed from the database and you should refer to that Public Act to see the changes made to the current law.
ESTATES (755 ILCS 5/) Probate Act of 1975.
(755 ILCS 5/Art. I heading)
ARTICLE I.
GENERAL PROVISIONS
755 ILCS 5/1‑1
(755 ILCS 5/1‑1) (from Ch. 110 1/2, par. 1‑1)
Sec. 1‑1.
Title.) This Act may be cited as the Probate Act of 1975.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2
(755 ILCS 5/1‑2) (from Ch. 110 1/2, par. 1‑2)
Sec. 1‑2.
Definitions.
As used in this Act, unless the context requires
otherwise, the terms defined and the words construed in the following Sections
have the meanings ascribed to them in those Sections.
(Source: P.A. 88‑202; 88‑529.)
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755 ILCS 5/1‑2.01
(755 ILCS 5/1‑2.01) (from Ch. 110 1/2, par. 1‑2.01)
Sec. 1‑2.01.
"Administrator" includes administrator de bonis non and
administrator with the will annexed.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.02
(755 ILCS 5/1‑2.02) (from Ch. 110 1/2, par. 1‑2.02)
Sec. 1‑2.02.
"Administrator with the will annexed" includes administrator
de bonis non with the will annexed.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.03
(755 ILCS 5/1‑2.03) (from Ch. 110 1/2, par. 1‑2.03)
Sec. 1‑2.03.
"Authenticated copy" means (1) a certified copy if the office
in which the record of the original is kept is in this State or (2) a copy
exemplified in
pursuance of the law of Congress in relation to records in foreign states if the office
in which the record of the original is kept is not in this State.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.04
(755 ILCS 5/1‑2.04) (from Ch. 110 1/2, par. 1‑2.04)
Sec. 1‑2.04.
"Bequeath" means to dispose of real or personal property
by will and includes devise.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.05
(755 ILCS 5/1‑2.05) (from Ch. 110 1/2, par. 1‑2.05)
Sec. 1‑2.05.
"Claim" includes any cause of action.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.06
(755 ILCS 5/1‑2.06) (from Ch. 110 1/2, par. 1‑2.06)
Sec. 1‑2.06.
"Dependent" means a person who is unable to maintain himself
and is likely to become a public charge.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.07
(755 ILCS 5/1‑2.07) (from Ch. 110 1/2, par. 1‑2.07)
Sec. 1‑2.07.
"Encumbrance" includes mortgage, real estate tax or special
assessment, deed of trust, vendor's lien, security agreement and other lien.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑2.08
(755 ILCS 5/1‑2.08) (from Ch. 110 1/2, par. 1‑2.08)
Sec. 1‑2.08.
"Guardian" includes a representative of a minor and a representative
of a person under legal disability.
(Source: P.A. 83‑706.)
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755 ILCS 5/1‑2.09
(755 ILCS 5/1‑2.09) (from Ch. 110 1/2, par. 1‑2.09)
Sec. 1‑2.09.
"Independent administration" means administration of a decedent's
estate pursuant to Article XXVIII.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.10
(755 ILCS 5/1‑2.10) (from Ch. 110 1/2, par. 1‑2.10)
Sec. 1‑2.10.
"Independent representative" means an executor or administrator
acting pursuant to Article XXVIII.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.11
(755 ILCS 5/1‑2.11) (from Ch. 110 1/2, par. 1‑2.11)
Sec. 1‑2.11.
"Interested person" in relation to any particular action,
power or proceeding under this Act means one who has or represents a financial
interest, property right or fiduciary status at the time of reference which
may be affected by the action, power or proceeding involved, including without
limitation an heir, legatee, creditor, person entitled to a spouse's or child's
award and the representative. Whenever any provision of this Act requires
notice or accounting to or action by an interested person, including
without limitation Sections 24‑2 and 28‑11 of this Act, and a trustee
of a trust is an interested person, no notice or accounting to or action
by a beneficiary of the trust in his capacity as beneficiary shall be required.
When a ward would be an interested person but a personal fiduciary is then
acting for him pursuant to Section 28‑3, the personal fiduciary is the
interested person instead of the ward, but any notice required to be given
to the ward under this Act shall be given to both the personal fiduciary
and the ward. This definition also applies to the following terms:
"interested party", "person (or party) interested" and "person (or party)
in interest".
(Source: P.A. 85‑994.)
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755 ILCS 5/1‑2.12
(755 ILCS 5/1‑2.12) (from Ch. 110 1/2, par. 1‑2.12)
Sec. 1‑2.12.
"Legacy" means a testamentary disposition of real or personal
property and includes devise and bequest. "Legatee" includes devisee.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.13
(755 ILCS 5/1‑2.13) (from Ch. 110 1/2, par. 1‑2.13)
Sec. 1‑2.13.
"Mortgage" includes trust deed in the nature of a mortgage.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.14
(755 ILCS 5/1‑2.14) (from Ch. 110 1/2, par. 1‑2.14)
Sec. 1‑2.14.
"Personal fiduciary" means one acting on behalf of a ward
pursuant to Section 28‑3 during independent administration.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.15
(755 ILCS 5/1‑2.15) (from Ch. 110 1/2, par. 1‑2.15)
Sec. 1‑2.15.
"Representative" includes executor, administrator,
administrator to collect, standby guardian, guardian and temporary guardian.
(Source: P.A. 88‑529.)
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755 ILCS 5/1‑2.16
(755 ILCS 5/1‑2.16) (from Ch. 110 1/2, par. 1‑2.16)
Sec. 1‑2.16.
"Supervised administration" means administration of a decedent's
estate pursuant to the provisions of this Act other than Article XXVIII.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.17
(755 ILCS 5/1‑2.17) (from Ch. 110 1/2, par. 1‑2.17)
Sec. 1‑2.17.
"Ward" includes minor and disabled person.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.18
(755 ILCS 5/1‑2.18) (from Ch. 110 1/2, par. 1‑2.18)
Sec. 1‑2.18.
"Will" includes testament and codicil.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.19
(755 ILCS 5/1‑2.19) (from Ch. 110 1/2, par. 1‑2.19)
Sec. 1‑2.19.
Words importing the masculine, feminine or neuter gender include
each of the other genders where applicable.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.20
(755 ILCS 5/1‑2.20) (from Ch. 110 1/2, par. 1‑2.20)
Sec. 1‑2.20.
Words importing the singular number include the plural and
words importing the plural number include the singular.
(Source: P.A. 81‑213.)
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755 ILCS 5/1‑2.21
(755 ILCS 5/1‑2.21) (from Ch. 110 1/2, par. 1‑2.21)
Sec. 1‑2.21.
Words referring to the property or estate of a person under
the age of 18 years exclude "custodial property" as defined in the Illinois
Uniform Transfers to Minors Act.
(Source: P.A. 84‑915.)
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755 ILCS 5/1‑2.22
(755 ILCS 5/1‑2.22) (from Ch. 110 1/2, par. 1‑2.22)
Sec. 1‑2.22.
In any proceeding under this Act the words "executor", "administrator",
"guardian" and "testator" may be used without regard to the sex of the person.
(Source: P.A. 81‑795.)
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755 ILCS 5/1‑2.23
(755 ILCS 5/1‑2.23)
Sec. 1‑2.23.
"Standby guardian" means:
(i) a guardian of the person or
estate, or both, of a minor, as appointed by the court under Section 11‑5.3, to
become effective at a later date under Section 11‑13.1 or (ii) a guardian of
the person or estate, or both, of a disabled person, as appointed by the court
under Section 11a‑3.1, to become effective at a later date under Section
11a‑18.2.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/1‑2.24
(755 ILCS 5/1‑2.24)
Sec. 1‑2.24.
"Short‑term guardian" means a guardian of the person of a minor
as appointed by a parent of the minor under Section 11‑5.4 or a guardian of
the person of a disabled person as appointed by the guardian of the disabled
person under Section 11a‑3.2.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/1‑3
(755 ILCS 5/1‑3) (from Ch. 110 1/2, par. 1‑3)
Sec. 1‑3.
Corporation as representative.) Any corporation qualified to
accept and execute trusts in this State is qualified to act as representative of the
estate of a decedent or ward.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑4
(755 ILCS 5/1‑4) (from Ch. 110 1/2, par. 1‑4)
Sec. 1‑4.
Pleadings.) On the court's own motion or on motion of any interested
person, before or during any hearing, any person who desires to oppose the
entry of an order
or judgment shall file, as directed by the court, a pleading disclosing
the grounds of opposition.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑5
(755 ILCS 5/1‑5) (from Ch. 110 1/2, par. 1‑5)
Sec. 1‑5.
Petition under oath.) Every petition under this Act, except a
petition under Section 8‑1 or Section 8‑2, shall be under oath or
affirmation. If a statement is known to petitioner only upon information
and belief, or is unknown to him, the petition shall so state. Whenever any
instrument is required to be verified or under oath, a statement that is
made under the penalties of perjury has the same effect as if the
instrument were verified or made under oath. A fraudulent statement so
made is perjury, as defined in Section 32‑2 of the Criminal Code
of 1961.
(Source: P.A. 85‑692.)
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755 ILCS 5/1‑6
(755 ILCS 5/1‑6) (from Ch. 110 1/2, par. 1‑6)
Sec. 1‑6.
Civil Practice Law applies.) The Civil Practice Law and
all existing and future amendments and modifications thereof and the
Supreme Court Rules now or hereafter adopted in relation to that
Law shall apply to all proceedings
under this Act, except as otherwise provided in this Act. Paragraph (g) of
Section 2‑1301 of the Code of Civil Procedure, and all existing and future
amendments and modifications of paragraph (g) do not apply to proceedings
under Sections 20‑3, 20‑4 and 22‑4 of this Act for the sale or mortgage
of real estate or an interest therein.
(Source: P.A. 82‑783.)
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755 ILCS 5/1‑7
(755 ILCS 5/1‑7) (from Ch. 110 1/2, par. 1‑7)
Sec. 1‑7.
Mispleading ‑ representative not liable beyond assets.) No representative
or his surety is chargeable beyond the assets of the estate administered
by reason of any
omission or mistake in pleading or any false pleading of the representative.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑8
(755 ILCS 5/1‑8) (from Ch. 110 1/2, par. 1‑8)
Sec. 1‑8.
Penalty for false affidavit.) A person who makes a false affidavit under
this Act is guilty of perjury and upon conviction shall be punished as provided by the
statutes of this State in relation to the crime of perjury.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑9
(755 ILCS 5/1‑9) (from Ch. 110 1/2, par. 1‑9)
Sec. 1‑9.
Act to be liberally construed.) This Act and the rules now
or hereafter applicable
thereto shall be liberally construed to the end that controversies and the rights of the
parties may be speedily and finally determined and the rule that statutes in derogation
of the common law shall be strictly construed does not apply.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑10
(755 ILCS 5/1‑10) (from Ch. 110 1/2, par. 1‑10)
Sec. 1‑10.
Partial invalidity.) The invalidity of any provision of this
Act does not affect the remainder of this Act.
(Source: P.A. 79‑328.)
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755 ILCS 5/1‑11
(755 ILCS 5/1‑11) (from Ch. 110 1/2, par. 1‑11)
Sec. 1‑11.
Nonresident representative.
If a representative is or
becomes a nonresident of this State, the representative shall file
in the court in which
the estate is pending a designation of a resident agent to accept service
of process, notice or demand required or permitted by law to be served upon
the representative. If the representative fails to do so, the clerk
of the court is
constituted as agent of the representative upon whom the process, notice or
demand may be served. If service is made upon the clerk of the court, the
clerk of the court
shall mail a copy of the process, notice or demand to the representative at
the representative's last known post office address and to the
representative's attorney of record.
(Source: P.A. 90‑430, eff. 8‑16‑97; 90‑472, eff. 8‑17‑97.)
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(755 ILCS 5/Art. II heading)
ARTICLE II
DESCENT AND DISTRIBUTION
755 ILCS 5/2‑1
(755 ILCS 5/2‑1) (from Ch. 110 1/2, par. 2‑1)
Sec. 2‑1.
Rules of descent and distribution.
The intestate real and
personal estate of a resident decedent and the intestate real estate in
this State of a nonresident decedent, after all just claims against his
estate are fully paid, descends and shall be distributed as follows:
(a) If there is a surviving spouse and also a descendant of the
decedent: 1/2 of the entire estate to the surviving spouse and 1/2 to
the decedent's descendants per stirpes.
(b) If there is no surviving spouse but a descendant of the
decedent: the entire estate to the decedent's descendants per stirpes.
(c) If there is a surviving spouse but no descendant of the
decedent: the entire estate to the surviving spouse.
(d) If there is no surviving spouse or descendant but a parent,
brother, sister or descendant of a brother or sister of the decedent:
the entire estate to the parents, brothers and sisters of the decedent
in equal parts, allowing to the surviving parent if one is dead a double
portion and to the descendants of a deceased brother or sister per
stirpes the portion which the deceased brother or sister would have
taken if living.
(e) If there is no surviving spouse, descendant, parent, brother,
sister or descendant of a brother or sister of the decedent but a
grandparent or descendant of a grandparent of the decedent: (1) 1/2 of
the entire estate to the decedent's maternal grandparents in equal parts
or to the survivor of them, or if there is none surviving, to their
descendants per stirpes, and (2) 1/2 of the entire estate to the
decedent's paternal grandparents in equal parts or to the survivor of
them, or if there is none surviving, to their descendants per stirpes.
If there is no surviving paternal grandparent or descendant of a
paternal grandparent, but a maternal grandparent or descendant of a
maternal grandparent of the decedent: the entire estate to the
decedent's maternal grandparents in equal parts or to the survivor of
them, or if there is none surviving, to their descendants per stirpes.
If there is no surviving maternal grandparent or descendant of a
maternal grandparent, but a paternal grandparent or descendant of a
paternal grandparent of the decedent: the entire estate to the
decedent's paternal grandparents in equal parts or to the survivor of
them, or if there is none surviving, to their descendants per stirpes.
(f) If there is no surviving spouse, descendant, parent, brother,
sister, descendant of a brother or sister or grandparent or descendant
of a grandparent of the decedent: (1) 1/2 of the entire estate to the
decedent's maternal great‑grandparents in equal parts or to the survivor
of them, or if there is none surviving, to their descendants per
stirpes, and (2) 1/2 of the entire estate to the decedent's paternal
great‑grandparents in equal parts or to the survivor of them, or if
there is none surviving, to their descendants per stirpes. If there is
no surviving paternal great‑grandparent or descendant of a paternal
great‑grandparent, but a maternal great‑grandparent or descendant of a
maternal great‑grandparent of the decedent: the entire estate to the
decedent's maternal great‑grandparents in equal parts or to the survivor
of them, or if there is none surviving, to their descendants per
stirpes. If there is no surviving maternal great‑grandparent or
descendant of a maternal great‑grandparent, but a paternal
great‑grandparent or descendant of a paternal great‑grandparent of the
decedent: the entire estate to the decedent's paternal
great‑grandparents in equal parts or to the survivor of them, or if
there is none surviving, to their descendants per stirpes.
(g) If there is no surviving spouse, descendant, parent, brother,
sister, descendant of a brother or sister, grandparent, descendant of a
grandparent, great‑grandparent or descendant of a great‑grandparent of
the decedent: the entire estate in equal parts to the nearest kindred of
the decedent in equal degree (computing by the rules of the civil law)
and without representation.
(h) If there is no surviving spouse and no known kindred of the
decedent: the real estate escheats to the county in which it is
located; the personal estate physically located within this State and
the personal estate physically located or held outside this State which
is the subject of ancillary administration of an estate being
administered within this State escheats to the county of which the
decedent was a resident, or, if the decedent was not a resident of this
State, to the county in which it is located; all other personal property
of the decedent of every class and character, wherever situate, or the
proceeds thereof, shall escheat to this State and be delivered to the
State Treasurer
pursuant to the Uniform Disposition of Unclaimed Property Act.
In no case is there any distinction between the kindred of the whole
and the half blood.
(Source: P.A. 91‑16, eff. 7‑1‑99.)
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(755 ILCS 5/2‑2) (from Ch. 110 1/2, par. 2‑2)
Sec. 2‑2. Children born out of wedlock. The intestate real and personal estate of
a resident decedent who was a child born out of wedlock at the time of death and the
intestate real estate in this State of a nonresident decedent who was a child born out of wedlock at the time of death, after all just claims against his estate are
fully paid, descends and shall be distributed as provided in Section 2‑1,
subject to Section 2‑6.5 of this Act, if both parents are eligible parents. As
used in this Section, "eligible parent" means a parent of the decedent who,
during the decedent's lifetime, acknowledged the decedent as the parent's
child, established a parental relationship with the decedent, and supported the
decedent as the parent's child. "Eligible parents" who are in arrears of in
excess of one year's child support obligations shall not receive any property
benefit or other interest of the decedent unless and until a court of competent
jurisdiction makes a determination as to the effect on the deceased of the
arrearage and allows a reduced benefit. In no event shall the reduction of
the benefit or other interest be less than the amount of child support owed for
the support of the decedent at the time of death. The court's considerations
shall include but are not limited to the considerations in subsections (1)
through (3) of Section 2‑6.5 of this Act.
If neither parent is an eligible parent, the intestate real
and personal estate of a resident decedent who was a child born out of wedlock at the time of
death and the intestate real estate in this State of a nonresident decedent who
was a child born out of wedlock at the time of death, after all just claims against his or her
estate are fully paid, descends and shall be distributed as provided in
Section 2‑1, but the parents of the decedent shall be treated as having
predeceased the decedent.
If only one parent is an eligible parent, the intestate real and personal
estate of a resident decedent who was a child born out of wedlock at the time of death and the
intestate real estate in this State of a nonresident decedent who was a child born out of wedlock at the time of death, after all just claims against his or her
estate are fully paid, subject to Section 2‑6.5 of this Act, descends and shall
be distributed as follows:
(a) If there is a surviving spouse and also a descendant of the
decedent: 1/2 of the entire estate to the surviving spouse and 1/2 to
the decedent's descendants per stirpes.
(b) If there is no surviving spouse but a descendant of the
decedent: the entire estate to the decedent's descendants per stirpes.
(c) If there is a surviving spouse but no descendant of the
decedent: the entire estate to the surviving spouse.
(d) If there is no surviving spouse or descendant but the eligible parent or
a descendant of the eligible parent of the decedent: the entire estate to the
eligible parent and the eligible parent's descendants, allowing 1/2 to the
eligible parent and 1/2 to the eligible parent's descendants per stirpes.
(e) If there is no surviving spouse, descendant, eligible parent, or
descendant of the eligible parent of the decedent, but a grandparent on the
eligible parent's side of the family or descendant of such grandparent of the
decedent: the entire estate to the decedent's grandparents on the eligible
parent's side of the family in equal parts, or to the survivor of them, or if
there is none surviving, to their descendants per stirpes.
(f) If there is no surviving spouse, descendant, eligible parent, descendant
of the eligible parent, grandparent on the eligible parent's side of the
family, or descendant of such grandparent of the decedent: the entire estate
to the decedent's great‑grandparents on the eligible parent's side of the
family in equal parts or to the survivor of them, or if there is none
surviving, to their descendants per stirpes.
(g) If there is no surviving spouse, descendant, eligible parent, descendant
of the eligible parent, grandparent on the
eligible parent's side of the family, descendant of such
grandparent, great‑grandparent on the eligible parent's side of
the family, or descendant of such great‑grandparent of the decedent: the
entire estate in equal parts to the nearest kindred of the eligible parent of
the decedent in equal degree (computing by the rules of the civil law) and
without representation.
(h) If there is no surviving spouse, descendant, or eligible parent of the
decedent and no known kindred of the eligible parent of the decedent: the real
estate escheats to
the county in which it is located; the personal estate physically
located within this State and the personal estate physically located or
held outside this State which is the subject of ancillary administration
within this State escheats to the county of which the decedent was a
resident or, if the decedent was not a resident of this State, to the
county in which it is located; all other personal property of the
decedent of every class and character, wherever situate, or the proceeds
thereof, shall escheat to this State and be delivered to the State
Treasurer of this State pursuant to the Uniform Disposition
of Unclaimed Property Act.
For purposes of inheritance, the changes made by this amendatory Act of
1998 apply to all decedents who die on or after the effective date of this
amendatory Act of 1998. For the purpose of determining the property rights of
any person under any instrument, the changes made by this amendatory Act of
1998 apply to all instruments executed on or after the effective date of this
amendatory Act of 1998.
A child born out of wedlock is heir of his mother and of any maternal
ancestor and of any person from whom his mother might have inherited, if
living; and the descendants of a person who was a child born out of wedlock shall represent
such person and take by descent any estate which the parent would have
taken, if living. If a decedent has acknowledged paternity of a child born out of wedlock or if during his lifetime or after his death a
decedent has been adjudged to be the father of a child born out of wedlock,
that person is heir of his father and of any paternal ancestor and of
any person from whom his father might have inherited, if living; and
the descendants of a person who was a child born out of wedlock shall represent that person
and take by descent any estate which the parent would have taken, if
living. If during his lifetime the decedent was adjudged to be the
father of a child born out of wedlock by a court of competent jurisdiction,
an authenticated copy of the judgment is sufficient proof of the
paternity; but in all other cases paternity must be proved by clear and
convincing evidence. A person who was a child born out of wedlock whose parents
intermarry and who is acknowledged by the father as the father's child
is a lawful child of the father.
After a child born out of wedlock is adopted, that person's relationship to his or
her adopting and natural parents shall be governed by Section 2‑4 of this
Act. For purposes of inheritance, the changes made by this amendatory Act of
1997 apply to all decedents who die on or after January 1, 1998. For the
purpose of determining the property rights of any person under any instrument,
the changes made by this amendatory Act of 1997 apply to all instruments
executed on or after January 1, 1998.
(Source: P.A. 94‑229, eff. 1‑1‑06.)
755 ILCS 5/2‑3
(755 ILCS 5/2‑3) (from Ch. 110 1/2, par. 2‑3)
Sec. 2‑3.
Posthumous child.) A posthumous child of a decedent shall
receive the same share of an estate as if the child had been born in the
decedent's lifetime.
(Source: P.A. 84‑390.)
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755 ILCS 5/2‑4
(755 ILCS 5/2‑4) (from Ch. 110 1/2, par. 2‑4)
Sec. 2‑4.
Adopted child.
(a) An adopted child is a descendant of the adopting parent for purposes
of inheritance from
the adopting parent and from the lineal and collateral kindred of the
adopting parent and for the purpose of determining the property rights of any
person under any instrument, unless the adopted child is adopted after
attaining the age
of 18 years and
the child never resided with the adopting parent before attaining the age of 18
years, in which case the adopted child is a child of the adopting parent but is
not a descendant of the adopting parent for the purposes of inheriting from the
lineal or collateral kindred of the adopting parent. An adopted child and the
descendants of the child who is related to a decedent through more than one
line of relationship shall be entitled only to the share based on the
relationship which entitles the child or descendant to the largest share. The
share to which the child or descendant is not entitled shall be distributed in
the same manner as if the child or descendant never existed.
For purposes of inheritance, the changes made by this amendatory Act of 1997
apply to all decedents who die on or after January 1, 1998. For the purpose of
determining the property rights of any person under any instrument, the changes
made by this amendatory Act of 1997 apply to all instruments executed on or
after January 1, 1998.
(b) An adopting parent and the lineal and collateral kindred of the adopting
parent shall
inherit property from an adopted child to the exclusion of the natural parent
and the
lineal and collateral kindred of the natural parent in the same manner as
though the adopted
child were a natural child of the adopting parent, except that the natural
parent and the
lineal or collateral kindred of the natural parent shall take from the child
and the child's
kindred the property that the child has taken from or through the natural
parent or the lineal
or collateral kindred of the natural parent by gift, by will or under intestate
laws.
(c) For purposes of inheritance from the child and his or her kindred
(1) the person who at
the time of the adoption is the spouse of an adopting parent is an adopting
parent
and (2) a child is adopted when the child has been or is declared by any court
to have been adopted or has been or is declared or assumed to be the adopted
child of the testator or grantor in any instrument bequeathing or giving
property to the child.
(d) For purposes of inheritance from or through a natural parent and for
determining the property rights of any person under any instrument, an adopted
child
is not a child of a natural parent, nor is the child a descendant of a natural
parent or of any lineal or collateral kindred of a natural parent, unless one
or more of the following conditions apply:
(1) The child is adopted by a descendant or a spouse |
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of a descendant of a great‑grandparent of the child, in which case the adopted child is a child of both natural parents.
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(2) A natural parent of the adopted child died
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before the child was adopted, in which case the adopted child is a child of that deceased parent and an heir of the lineal and collateral kindred of that deceased parent.
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(3) The contrary intent is demonstrated by the terms
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of the instrument by clear and convincing evidence.
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An heir of an adopted child who, by reason of this subsection (d), is not a
child
of a natural parent is also not an heir of that natural parent or of the lineal
or collateral kindred of that natural parent. A fiduciary who has actual
knowledge that a person has been adopted, but who has no actual knowledge that
any of paragraphs (1), (2), or (3) of this subsection apply to the adoption,
shall have no liability for any action taken or omitted in good faith on the
assumption that the person is not a descendant or heir of the natural parent.
The preceding
sentence is intended to affect only the liability of the fiduciary and shall
not affect the property rights of any person.
For purposes of inheritance, the changes made by this amendatory Act of 1997
apply to all decedents who die on or after January 1, 1998. For the purpose of
determining the property rights of any person under any instrument, the changes
made by this amendatory Act of 1997 apply to all instruments executed on or
after January 1, 1998.
(e) For the purpose of determining the property rights of any person under
any instrument executed on or after September 1, 1955, an adopted child is
deemed
a child born to the adopting parent unless the contrary
intent is demonstrated by the terms
of the instrument by clear and convincing evidence.
(f) After September 30, 1989, a child adopted at any time before or
after that date is deemed a child born to the adopting parent for the
purpose of determining the property rights of any person under any
instrument executed before September 1, 1955, unless one or more of the
following conditions applies:
(1) The intent to exclude such child is demonstrated
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by the terms of the instrument by clear and convincing evidence.
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(2) An adopting parent of an adopted child, in the
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belief that the adopted child would not take property under an instrument executed before September 1, 1955, acted to substantially benefit such adopted child when compared to the benefits conferred by such parent on the child or children born to the adopting parent. For purposes of this paragraph:
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(i) "Acted" means that the adopting parent made
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one or more gifts during life requiring the filing of a federal gift tax return or at death (including gifts which take effect at death), or exercised or failed to exercise powers of appointment or other legal rights, or acted or failed to act in any other way.
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(ii) Any action which substantially benefits the
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adopted child shall be presumed to have been made in such a belief unless a contrary intent is demonstrated by clear and convincing evidence.
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(g) No fiduciary or other person shall be liable to any other person for
any action taken or benefit received prior to October 1, 1989, under any
instrument executed before September 1, 1955,
that was based on a good faith interpretation of
Illinois law regarding the right of adopted children to take property under
such an instrument.
(h) No fiduciary under any instrument executed before September 1, 1955,
shall have any obligation to determine whether any adopted child has become
a taker under such instrument due to the application of subsection (f)
unless such fiduciary has received, on or before the "notice date", as
defined herein, written evidence that such adopted child has become a
taker of property. A fiduciary who has received such written evidence
shall determine in good faith whether or not any of the conditions
specified in subsection (f) exists but shall have no obligation to inquire
further into whether such adopted child is a taker of property pursuant to
such subsection. Such written evidence shall include a sworn statement by
the adopted child or his or her parent or guardian that such child is
adopted and to the best of the knowledge and
belief of such adopted child or such parent or guardian, none of the
conditions specified in such subsection exists. The "notice date" shall be
the later of February 1, 1990, or the expiration of 90 days after the
date on which the adopted child becomes a taker of property pursuant to the
terms of any instrument executed before September 1, 1955.
(i) A fiduciary shall advise all persons known to him or her to be
subject to these provisions of the existence of the right to commence a
judicial proceeding to prevent the adopted child from being a taker of
property under the instrument.
(Source: P.A. 90‑237, eff. 1‑1‑98.)
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755 ILCS 5/2‑5
(755 ILCS 5/2‑5) (from Ch. 110 1/2, par. 2‑5)
Sec. 2‑5.
Advancements.) (a) In the division and distribution of the estate
of an intestate decedent, real or personal estate given by him in his lifetime as an
advancement to a descendant is considered as part of the decedent's estate
to be applied on the share of the person to whom the
advancement was made or, if he died before the decedent, on the share of
the descendants of the
person to whom the advancement was made. A gift is not an advancement unless
so expressed in
writing by the decedent or unless so acknowledged in writing by the person to whom the
gift was made.
(b) If the value of the advancement is expressed in the writing made by
the decedent or, if
not so expressed, in the written acknowledgment by the person to whom the
advancement was made,
it shall be considered as of that value; otherwise it shall be considered
as of the value when given.
The person to whom the advancement was made shall not be required to refund
any part of it, although
it exceeds his share in the entire estate.
(Source: P.A. 79‑328.)
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755 ILCS 5/2‑6
(755 ILCS 5/2‑6) (from Ch. 110 1/2, par. 2‑6)
Sec. 2‑6.
Person causing death.
A person who intentionally and
unjustifiably causes the death of another shall not receive any property,
benefit, or other interest by reason of the death, whether as heir,
legatee, beneficiary, joint tenant, survivor, appointee or in any other
capacity and whether the property, benefit, or other interest passes
pursuant to any form of title registration, testamentary or nontestamentary
instrument, intestacy, renunciation, or any other circumstance. The
property, benefit, or other interest shall pass as if the person causing
the death died before the decedent, provided that with respect to joint
tenancy property the interest possessed prior to the death by the person
causing the death shall not be diminished by the application of this
Section. A determination under this Section may be made by any court of
competent jurisdiction separate and apart from any criminal proceeding
arising from the death, provided that no such civil proceeding shall
proceed to trial nor shall the person be required to submit to discovery in
such civil proceeding until such time as any criminal proceeding
has been finally determined by the trial court or, in the event no criminal
charge has been brought, prior to one year after the date of death.
A person convicted of first degree murder or second degree murder
of the decedent is conclusively presumed to have caused the death
intentionally and unjustifiably for purposes of this Section.
The holder of any property subject to the provisions of this Section
shall not be liable for distributing or releasing said property to the person
causing the death if such distribution or release occurs prior to a
determination made under this Section.
If the holder of any property subject to the provisions of this Section
knows or has reason to know that a potential beneficiary caused the death
of a person within the scope of this Section, the holder shall fully
cooperate with law enforcement authorities and judicial officers in
connection with any investigation of such death.
(Source: P.A. 86‑749.)
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755 ILCS 5/2‑6.2
(755 ILCS 5/2‑6.2)
Sec. 2‑6.2. Financial exploitation, abuse, or neglect of an elderly person
or a person with a disability.
(a) In this Section:
"Abuse" means any offense described in Section 12‑21 of the Criminal Code of
1961.
"Financial exploitation" means any offense described in Section 16‑1.3 of the
Criminal Code of 1961.
"Neglect" means any offense described in Section 12‑19 of the Criminal Code
of 1961.
(b) Persons convicted of financial exploitation,
abuse, or neglect of an elderly person or a person with a disability shall not
receive
any property, benefit, or other interest by reason of the
death of that elderly person or person with a disability, whether as heir,
legatee,
beneficiary, survivor, appointee, claimant under Section 18‑1.1, or in any other capacity
and whether the property, benefit, or other interest passes
pursuant to any form of title registration, testamentary or
nontestamentary instrument, intestacy, renunciation, or any
other circumstance. The property, benefit, or other
interest shall pass as if the person convicted of the
financial exploitation, abuse, or neglect died before the
decedent, provided that with respect to joint tenancy
property the interest possessed prior to the death by the
person convicted of the financial exploitation, abuse, or
neglect shall not be
diminished by the application of this Section. Notwithstanding the
foregoing, a person convicted of financial exploitation, abuse, or neglect of
an elderly person or a person with a disability shall be entitled to receive
property, a benefit, or an
interest in any capacity and under any circumstances described in this
subsection (b) if it is demonstrated by clear and convincing evidence that the
victim of that offense knew of the conviction and subsequent to the
conviction expressed or ratified his or her intent to transfer the property,
benefit, or interest to the person convicted of financial exploitation, abuse,
or
neglect of an elderly person or a person with a disability in any manner
contemplated by this subsection
(b).
(c) (1) The holder of any property subject to the
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provisions of this Section shall not be liable for distributing or releasing the property to the person convicted of financial exploitation, abuse, or neglect of an elderly person or a person with a disability if the distribution or release occurs prior to the conviction.
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(2) If the holder is a financial institution, trust
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company, trustee, or similar entity or person, the holder shall not be liable for any distribution or release of the property, benefit, or other interest to the person convicted of a violation of Section 12‑19, 12‑21, or 16‑1.3 of the Criminal Code of 1961 unless the holder knowingly distributes or releases the property, benefit, or other interest to the person so convicted after first having received actual written notice of the conviction in sufficient time to act upon the notice.
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(d) If the holder of any property subject to the
provisions of this Section knows that a potential beneficiary has been
convicted of financial
exploitation, abuse, or neglect of an elderly person or a person with a
disability within
the scope of this Section, the holder shall fully cooperate
with law enforcement authorities and judicial officers in
connection with any investigation of the financial
exploitation, abuse, or neglect. If the holder is a person or entity that is
subject to regulation by a regulatory agency pursuant to the laws of this or
any other state or pursuant to the laws of the United States, including but not
limited to the business of a financial institution, corporate fiduciary, or
insurance company, then such person or entity shall not be deemed to be in
violation of this Section to the extent that privacy laws and regulations
applicable to such person or entity prevent it from voluntarily providing law
enforcement authorities or judicial officers with information.
(Source: P.A. 95‑315, eff. 1‑1‑08.)
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755 ILCS 5/2‑6.5
(755 ILCS 5/2‑6.5)
Sec. 2‑6.5.
Parent neglecting child.
A parent who, for a period of one
year
or more immediately before the death of the parent's minor or dependent child,
has willfully neglected or failed to perform any duty of support owed to the
minor or dependent child or who, for a period of one year or more, has
willfully
deserted the minor or dependent child
shall not receive
any property,
benefit, or other interest by reason of the death, whether as heir,
legatee, beneficiary, survivor, appointee, or in any other
capacity (other than joint tenant) and whether the property, benefit, or other
interest passes
pursuant to any form of title registration (other than joint tenancy),
testamentary or nontestamentary instrument, intestacy, renunciation, or any
other circumstance, unless and until a court of competent jurisdiction makes
a determination as to the effect on the deceased minor or dependent child of
the parent's neglect, failure to perform any duty of support owed to the minor
or dependent child, or willful desertion of the minor or dependent child and
allows a
reduced benefit or other interest that the parent was to receive by virtue of
the death of the minor or dependent child, as the interests of justice require.
In no event shall the reduction of the benefit or other interest be less than
the amount of child support owed to the minor or dependent child at the time of
the death of the minor or dependent child. The court's considerations in
determining the amount to be deducted from the parent's award shall include,
but not be limited to:
(1) the deceased minor's or dependent child's loss |
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of opportunity as a result of the parent's willful neglect, failure to perform any duty of support owed to the minor or dependent child, or willful desertion of the minor or dependent child;
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(2) the effect of the parent's willful neglect,
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failure to perform any duty of support owed to the minor or dependent child, or willful desertion of the minor or dependent child on the deceased minor's or dependent child's overall quality of life; and
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(3) the ability of the parent to avoid the willful
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neglect, failure to perform any duty of support owed to the minor or dependent child, or willful desertion of the minor or dependent child.
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A determination under this Section may be made by any court of
competent jurisdiction separate and apart from any civil or criminal proceeding
arising from the duty of support owed to or desertion of the minor or dependent
child.
A petition for adjudication of an allegation under this Section must be
filed within 6 months after the date of the death of the minor or dependent
child.
The holder of any property subject to the provisions of this Section
shall not be liable for distributing, releasing, or transferring the property
to the person
who neglected, failed to perform any duty of support owed to the minor or
dependent child, or willfully deserted the minor or dependent child if the
distribution or
release occurs before a
determination has been made under this Section or if the holder of the property
has not
received written notification of the determination before the distribution or
release, accompanied by a certified copy of the determination.
If the property in question is an interest in real property, that interest
may be distributed, released, or transferred at any time by a holder of
property, the parent, or any other person or entity before a determination is
made under this Section and a certified copy of that determination is recorded
in the office of the recorder in the county in which the real property is
located. The document to be recorded must include the title of the action or
proceeding, the parties to the action or proceeding, the court in
which the action or proceeding was brought, the date of the determination, and
the legal description, permanent index number, and common address of the real
property. If a certified copy of the determination is not recorded within 6
months of the date of the determination, any subsequent recording of a
certified copy of the determination does not act to prevent the distribution,
release, or transfer of real property to any person or entity, including the
neglectful parent.
(Source: P.A. 88‑631, eff. 9‑9‑94.)
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755 ILCS 5/2‑6.6
(755 ILCS 5/2‑6.6)
Sec. 2‑6.6.
Person convicted of certain offenses against the elderly or
disabled. A person who is convicted of a violation of Section 12‑19, 12‑21, or
16‑1.3 of the Criminal Code of 1961 may not receive any property, benefit, or
other interest by reason of the death of the victim of that offense, whether as
heir, legatee, beneficiary, joint tenant, tenant by the entirety, survivor,
appointee, or in any other capacity and whether the property, benefit, or other
interest passes pursuant to any form of title registration, testamentary or
nontestamentary instrument, intestacy, renunciation, or any other circumstance.
The property, benefit, or other interest shall pass as if the person convicted
of a violation of Section 12‑19, 12‑21, or 16‑1.3 of the Criminal Code of 1961
died before the decedent; provided that with respect to joint tenancy property
or property held in tenancy by the entirety, the interest possessed prior to
the death by the person convicted may not
be diminished by the application of this Section. Notwithstanding the
foregoing, a person convicted of a violation of Section 12‑19, 12‑21, or 16‑1.3
of the Criminal Code of 1961 shall be entitled to receive property, a
benefit, or an interest in any capacity and under any circumstances described
in this Section if it is demonstrated by clear and convincing evidence that the
victim of that offense knew of the conviction and subsequent to the
conviction expressed or ratified his or her intent to transfer the property,
benefit, or interest to the person convicted of a violation of Section 12‑19,
12‑21, or 16‑1.3 of the Criminal Code of 1961 in any manner contemplated
by this Section.
The holder of any property subject to the provisions of this Section
is not liable for distributing or releasing the property to the person
convicted of violating Section 12‑19, 12‑21, or 16‑1.3 of the Criminal
Code of 1961.
If the holder is a financial institution, trust company, trustee, or
similar entity or person, the holder shall not be liable for any distribution
or
release of the property, benefit, or other interest to the person convicted of
a violation of Section 12‑19, 12‑21, or 16‑1.3 of the Criminal Code of 1961
unless the holder knowingly distributes or releases the property, benefit, or
other interest to the person so convicted after first having received actual
written notice of the conviction in sufficient time to act upon the notice.
The Department of State Police shall have access to State of Illinois
databases containing information that may help in the identification or
location of persons convicted of the offenses enumerated in this Section.
Interagency agreements shall be implemented, consistent with security and
procedures established by the State agency and consistent with the laws
governing the confidentiality of the information in the databases. Information
shall be used only for administration of this Section.
(Source: P.A. 93‑301, eff. 1‑1‑04.)
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755 ILCS 5/2‑7
(755 ILCS 5/2‑7) (from Ch. 110 1/2, par. 2‑7)
Sec. 2‑7.
Disclaimer.
(a) Right to Disclaim Interest in Property. A person
to whom any property or interest therein passes, by whatever means,
may disclaim the property or interest in whole or in part by delivering
or filing a written disclaimer as hereinafter provided. A disclaimer may
be of a fractional share or undivided interest, a specifically identifiable
asset, portion or amount, any limited interest or estate or any property
or interest derived through right of survivorship. A power (as defined
in "An Act Concerning Termination of Powers", approved May 25, 1943, as
amended) with respect to property shall be deemed to
be an interest in such property.
The representative of a decedent or ward may disclaim on behalf of the
decedent or ward with leave of court. The court may approve the disclaimer
by a representative of a decedent if it finds that the disclaimer benefits
the estate as a whole and those interested in the estate generally even
if the disclaimer alters the distribution of the property, part or interest
disclaimed. The court may approve the disclaimer by a representative of
a ward if it finds that it benefits those interested in the estate generally
and is not materially detrimental to the interests of the ward. A disclaimer
by a representative of a decedent or ward may be made without leave of court
if a will or other instrument signed by the decedent or ward designating
the representative specifically authorizes the representative to disclaim
without court approval.
The right to disclaim granted by this Section exists irrespective of any
limitation on the interest of the disclaimant in the nature of a spendthrift
provision or similar restriction.
(b) Form of Disclaimer. The disclaimer shall (1) describe the property
or part or interest disclaimed, (2) be signed by the disclaimant or his
representative and (3) declare the disclaimer and the extent thereof.
(c) Delivery of Disclaimer. The disclaimer shall be delivered to the
transferor or donor or his representative, or to the trustee or other person
who has legal title to the property, part or interest disclaimed, or, if
none of the foregoing is readily determinable, shall be either delivered
to a person having possession of the property, part or interest or who is
entitled thereto by reason of the disclaimer, or filed or recorded as hereinafter
provided. In the case of an interest passing by reason of the death of
any person, an executed counterpart of the disclaimer may be filed with
the clerk of the circuit court in the county in which the estate of the
decedent is administered, or, if administration has not been commenced,
in which it could be commenced. If an interest in real property is disclaimed,
an executed counterpart of the disclaimer may be recorded in the office
of the recorder in the county in which the real estate lies,
or, if the title to the real estate is registered under "An Act concerning
land titles", approved May 1, 1897, as amended, may
be filed in the office of the registrar of titles of such county.
(d) Effect of Disclaimer. Unless expressly provided otherwise in an instrument
transferring the property or creating the interest disclaimed, the property,
part or interest disclaimed shall descend or be distributed (1) if a present
interest (a) in the case of a transfer by reason of the death of any person,
as if the disclaimant had predeceased the decedent; (b) in the case of a
transfer by revocable instrument or contract, as if the disclaimant had predeceased
the date the maker no longer has the power to transfer to himself or another
the entire legal and equitable ownership of the property or interest; or
(c) in the case of any other inter vivos transfer, as if the disclaimant
had predeceased the date of the transfer; and (2) if a future interest,
as if the disclaimant had predeceased the event which determines that the
taker of the property or interest has become finally ascertained and his
interest has become indefeasibly fixed both in quality and quantity; and
in each case the disclaimer shall relate back to such date for all purposes.
A disclaimer of property or an interest in property shall not preclude
any disclaimant from receiving the same property in another capacity or
from receiving other interests in the property to which the disclaimer relates.
Unless expressly provided otherwise in an instrument transferring the property
or creating the interest disclaimed, a future interest limited to take effect
at or after the termination of the estate or interest disclaimed shall accelerate
and take effect in possession and enjoyment to the same extent as if the
disclaimant had died before the date to which the disclaimer relates back.
A disclaimer made pursuant to this Section shall be irrevocable and shall
be binding upon the disclaimant and all persons claiming by, through or
under the disclaimant.
(e) Waiver and Bar. The right to disclaim property or a part thereof or
an interest therein shall be barred by (1) a judicial sale of the property,
part or interest before the disclaimer is effected; (2) an assignment, conveyance,
encumbrance, pledge, sale or other transfer of the property, part or interest,
or a contract therefor, by the disclaimant or his representative; (3) a
written waiver of the right to disclaim; or (4) an acceptance of the property,
part or interest by the disclaimant or his representative. Any person may
presume, in the absence of actual knowledge to the contrary, that a disclaimer
delivered or filed as provided in this Section is a valid disclaimer which
is not barred by the preceding provisions of this paragraph.
A written waiver of the right to disclaim may be made by any person or
his representative and an executed counterpart of a waiver of the right
to disclaim may be recorded or filed, all in the same manner as provided
in this Section with respect to a disclaimer.
In every case, acceptance must be affirmatively proved in order to constitute
a bar to a disclaimer. An acceptance of property or an interest in property
shall include the taking of possession, the acceptance of delivery or the
receipt of benefits of the property or interest; except that (1) in the
case of an interest in joint tenancy with right of survivorship such acceptance
shall extend only to the fractional share of such property or interest determined
by dividing the number one by the number of joint tenants, and (2) in the
case of a ward, such acceptance shall extend only to property actually received
by or on behalf of the ward or his representative during his minority or
incapacity. The mere lapse of time or creation of an interest, in joint
tenancy with right of survivorship or otherwise, with or without knowledge
of the interest on the part of the disclaimant, shall not constitute acceptance
for purposes of this Section.
This Section does not abridge the right of any person to assign, convey,
release, renounce or disclaim any property or interest therein arising
under any other statute or which arose under prior law.
Any interest in real or personal property which exists on or after the
effective date of this Section may be disclaimed after that date in the
manner provided herein, but no interest which has arisen prior to that date
in any person other than the disclaimant shall be destroyed or diminished
by any action of the disclaimant taken pursuant to this Section.
(Source: P.A. 83‑1362.)
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755 ILCS 5/2‑8
(755 ILCS 5/2‑8) (from Ch. 110 1/2, par. 2‑8)
Sec. 2‑8.
Renunciation of will by spouse.)
(a) If a will is renounced by the testator's surviving spouse, whether or
not the will contains any provision for the benefit of the surviving spouse,
the surviving spouse is entitled to the following share of the testator's
estate after payment of all just claims: 1/3 of the entire estate if the
testator leaves a descendant or 1/2 of the entire estate if the testator leaves
no descendant.
(b) In order to renounce a will, the testator's surviving spouse must file
in the court in which the will was admitted to probate a written instrument
signed by the surviving spouse and declaring the renunciation. The time of
filing the instrument is: (1) within 7 months after the admission of the will
to probate or (2) within such further time as may be allowed by the court if,
within 7 months after the admission of the will to probate or before the
expiration of any extended period, the surviving spouse files a petition
therefor setting forth that litigation is pending that affects the share of the
surviving spouse in the estate. The filing of the instrument is a complete bar
to any claim of the surviving spouse under the will.
(c) If a will is renounced in the manner provided by this Section, any
future interest which is to take effect in possession or enjoyment at or after
the termination of an estate or other interest given by the will to the
surviving spouse takes effect as though the surviving spouse had predeceased
the testator, unless the will expressly provides that in case of renunciation
the future interest shall not be accelerated.
(d) If a surviving spouse of the testator renounces the will and the
legacies to other persons are thereby diminished or increased in value, the
court, upon settlement of the estate, shall abate from or add to the legacies
in such a manner as to apportion the loss or advantage among the legatees in
proportion to the amount and value of their legacies.
(Source: P.A. 79‑328.)
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755 ILCS 5/2‑9
(755 ILCS 5/2‑9) (from Ch. 110 1/2, par. 2‑9)
Sec. 2‑9.
Dower and Curtesy.) There is no estate of dower or curtesy.
All inchoate rights to elect
to take dower existing on January 1, 1972, are extinguished.
(Source: P.A. 80‑808.)
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(755 ILCS 5/Art. III heading)
ARTICLE III
SIMULTANEOUS DEATHS
755 ILCS 5/3‑1
(755 ILCS 5/3‑1) (from Ch. 110 1/2, par. 3‑1)
Sec. 3‑1.
No sufficient evidence of survivorship.) If the title to property
or its devolution depends upon priority of death and there is no sufficient
evidence that the persons have died otherwise than simultaneously and there is
no other provision in the will, trust agreement, deed, contract of insurance or
other governing instrument for distribution of the property different from the
provisions of this Section:
(a) The property of each person shall be disposed of as if he had survived.
(b) If 2 or more beneficiaries are designated to take successively by reason
of survivorship under another person's disposition of property, the property
so disposed of shall be divided into as many equal portions as there are
successive beneficiaries and these portions shall be distributed respectively
to those who would have taken if each designated beneficiary had survived.
(c) If 2 persons hold title to property as joint tenants, the property shall
be distributed 1/2 as if one had survived and 1/2 as if the other had survived.
If there are more than 2 joint tenants and all of them have so died, the
property thus distributed shall be in the proportion that one bears to the
whole number of joint tenants.
(d) If the insured and the beneficiary of a policy of life or accident
insurance have so died, the proceeds of the policy shall be distributed as if
the insured had survived the beneficiary.
(Source: P.A. 79‑328.)
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755 ILCS 5/3‑2
(755 ILCS 5/3‑2) (from Ch. 110 1/2, par. 3‑2)
Sec. 3‑2.
Uniformity of interpretation.) This Article shall be so construed
and interpreted as to effectuate its general purpose to make uniform the
law in those states which enact similar statutes.
(Source: P.A. 79‑328.)
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(755 ILCS 5/Art. IV heading)
ARTICLE IV
WILLS
755 ILCS 5/4‑1
(755 ILCS 5/4‑1) (from Ch. 110 1/2, par. 4‑1)
Sec. 4‑1.
Capacity of testator.) Every person who has attained the age
of 18 years and is of sound
mind and memory has power to bequeath by will the real and personal estate which he
has at the time of his death.
(Source: P.A. 80‑808.)
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755 ILCS 5/4‑2
(755 ILCS 5/4‑2) (from Ch. 110 1/2, par. 4‑2)
Sec. 4‑2.
Testamentary powers of appointment.
This Section applies only
to powers of appointment exercisable by a will.
(a) Capacity of holder of power. A power of appointment under a will
which is not subject to an express condition that it may be exercised only by a
holder of a greater age may be exercised by a holder who has attained the age
of 18 years.
(b) Manner of exercise of power. Unless the contrary intent is evidenced
by the terms of the instrument creating or limiting a power of appointment, a
donee of a power of appointment may (1) make appointments of present or future
interests or both; (2) make appointments with conditions and limitations; (3)
make appointments with restraints on alienation upon the appointed interests;
(4) make appointments of interests to a trustee for the benefit of one or more
objects of the power; (5) make appointments that create in the object of the
power additional powers of appointment to permissible objects of the power of
appointment pursuant to which such powers are created; and (6) if the donee
could appoint outright to the object of a power, make appointments that create
in the object of the power additional powers of appointment and such powers of
appointment may be exercisable in favor of such persons or entities as the
person creating such power may direct, even though the objects of such powers
of appointment may not have been permissible objects of the power of
appointment pursuant to which such powers are created.
(c) Disposition of trust property subject to power. In disposing of trust
property subject to a power of appointment exercisable by will, a trustee
acting in good faith shall have no liability to any appointee or taker in
default of appointment for relying upon a will believed to be the will of the
donee of the power of appointment, for assuming that there is no will in the
absence of actual knowledge
thereof within 3 months after the death of the donee, or for requiring
that any will purporting to exercise a power of appointment be admitted to
probate. The trustee's action in accordance with the preceding sentence shall
not affect the rights of any appointee or taker in default of appointment to
recover the distributed property from any person to whom the trustee shall have
made distribution.
(d) Applicability. This amendatory Act of 1995 shall be construed as
being declarative of existing law and shall apply to all instruments granting
general and special powers of appointment and all wills exercising those
powers, whether existing or exercised before, on, or after the effective date
of this amendatory Act of 1995, except that no trustee shall be liable to any
person in whose favor a power of appointment may have been exercised for any
distribution of property made to persons entitled to take in default of the
effective exercise of the power of appointment to the extent that the
distribution shall have been completed prior to the effective date of this
amendatory Act of 1995.
(Source: P.A. 89‑364, eff. 8‑18‑95.)
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755 ILCS 5/4‑3
(755 ILCS 5/4‑3) (from Ch. 110 1/2, par. 4‑3)
Sec. 4‑3.
Signing and attestation.
(a) Every will shall be in writing, signed by the testator or by some
person in his presence and by his direction and attested in the presence of
the testator by 2 or more credible witnesses.
(b) A will that qualifies as an international will under the Uniform
International Wills Act is considered to meet all the requirements of
subsection (a).
(Source: P.A. 86‑1291.)
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755 ILCS 5/4‑4
(755 ILCS 5/4‑4) (from Ch. 110 1/2, par. 4‑4)
Sec. 4‑4.
Testamentary additions to trusts.) By a will signed and
attested as provided in this Act a testator may bequeath or
appoint real and personal estate to a trustee of a trust evidenced by an
instrument, including the will of another who predeceases the
testator, which is in existence when the testator's will is
made and which is identified in
the testator's will, even though the trust is subject to amendment,
modification,
revocation or termination. Unless the testator's will provides otherwise, the
estate so bequeathed or appointed shall be governed by the terms
and provisions of
the instrument creating the trust, including any amendments or
modifications in writing made at any time before or after the execution
of the testator's will and before, or after if the testator's
will so directs, the death of the testator.
The existence, size or character of the corpus of the trust is immaterial
to the validity of the bequest. If the trust is terminated prior
to the testator's death by revocation of the trust or by revocation
of that portion of the instrument creating the trust, the bequest
or appointment shall take effect according to the terms and provisions
of the instrument creating the trust as they existed at the time of
the termination, unless the testator's will otherwise provides.
(Source: P.A. 80‑759.)
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755 ILCS 5/4‑5
(755 ILCS 5/4‑5) (from Ch. 110 1/2, par. 4‑5)
Sec. 4‑5.
Insurance and death benefits payable to testamentary
trustee.) A person having the right to designate a
beneficiary of benefits payable under any insurance, annuity or endowment
contract (including any agreement issued or entered into by an insurance company
in connection therewith, supplemental thereto or in settlement thereof),
or the right to designate the beneficiary of benefits payable upon or
after the death of a person under any pension, retirement, death
benefit, deferred compensation, employment, agency, stock bonus or
profit sharing contract, plan, system or trust, may designate as a beneficiary
a trustee named or to be named in his will whether
or not the will is in existence at the time of the designation. The
benefits received by the trustee shall be held and disposed of as
part of the trust estate under the terms of the will. If no qualified
trustee makes claim to the benefits within 18 months after the death of
the decedent or if
within that period it is established that no trustee can qualify to
receive the benefits, payment shall be made to the representative of the estate
of the person making the designation, unless it is otherwise provided by
a beneficiary designation or by the policy or other controlling
agreement. The benefits received by the trustee shall not be subject to
claims or other charges enforceable against the estate or to estate or inheritance
taxes (including interest and penalties thereon) to any greater
extent than if the benefits were payable to a named beneficiary other than the estate
of the person making the designation, and in the case of benefits
which otherwise qualify for exclusion from the gross estate for federal
estate tax purposes, such benefits shall not be used by or for the
benefit of the estate of the decedent.
(Source: P.A. 79‑328; 79‑711; 79‑1454.)
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755 ILCS 5/4‑6
(755 ILCS 5/4‑6) (from Ch. 110 1/2, par. 4‑6)
Sec. 4‑6.
Beneficiary or creditor as witness.) (a) If any beneficial legacy
or interest is given in a will to a person attesting its execution or to his spouse,
the legacy or interest is void as to that beneficiary and all persons claiming
under him,
unless the will is otherwise duly attested by a sufficient number of witnesses
as provided by
this Article exclusive of that person and he may be compelled to testify as if the
legacy or interest had not been given, but the beneficiary is entitled to
receive so much of the legacy or interest given to him by the will as does
not exceed the value of the share of the testator's estate to which he would be
entitled were the will not established.
(b) No individual or corporation is disqualified to act or to receive compensation for
acting in any fiduciary capacity with respect to a will of a decedent by reason of
the fact that any employee or partner of such individual or any employee or shareholder
of such corporation attests the execution of the will or testifies thereto. No attorney
or partnership of attorneys is disqualified to act or to receive compensation for acting
as attorney for any fiduciary by reason of the fact that the attorney or any employee or
partner of the attorney or partnership attests the execution of the will
or testifies thereto.
(c) If real or personal estate is charged with any debt by a will and the creditor
whose debt is so secured attests the execution of the will, the creditor may testify
to its execution.
(Source: P.A. 79‑328.)
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755 ILCS 5/4‑7
(755 ILCS 5/4‑7) (from Ch. 110 1/2, par. 4‑7)
Sec. 4‑7.
Revocation ‑ revival.) (a) A will may be revoked only (1)
by burning, cancelling, tearing or obliterating it by the testator
himself or by some person in his presence and by his direction and
consent, (2) by the execution of a later will declaring the revocation,
(3) by a later will to the extent that it is inconsistent with the prior
will or (4) by the execution of an instrument declaring the revocation
and signed and attested in the manner prescribed by this Article for the
signing and attestation of a will.
(b) No will or any part thereof is revoked by any change in the
circumstances, condition or marital status of the testator, except that
dissolution of marriage or declaration of invalidity
of the marriage of the testator revokes every
legacy or interest or power of appointment given to or nomination to
fiduciary office of the testator's former spouse in a will executed
before the entry of the judgment of dissolution of marriage or declaration
of invalidity of marriage and the will
takes effect in the same manner as if the former spouse had died before
the testator.
(c) A will which is totally revoked in any manner is not revived
other than by its re‑execution or by an instrument declaring the revival
and signed and attested in the manner prescribed by this Article for the
signing and attestation of a will. If a will is partially revoked by an
instrument which is itself revoked, the revoked part of the will is
revived and takes effect as if there had been no revocation.
(Source: P.A. 81‑230.)
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755 ILCS 5/4‑8
(755 ILCS 5/4‑8) (from Ch. 110 1/2, par. 4‑8)
Sec. 4‑8.
Contract for sale.) If after making his will the testator makes a contract
for the sale or transfer of real or personal property specifically bequeathed therein
and the whole or any part of the contract remains executory at his death,
the disposition
of the property by the contract does not revoke the bequest but the property
passes to the
legatee subject to the contract.
(Source: P.A. 79‑328.)
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755 ILCS 5/4‑9
(755 ILCS 5/4‑9) (from Ch. 110 1/2, par. 4‑9)
Sec. 4‑9.
Effect of alteration.
An addition to a will or an alteration,
substitution, interlineation or deletion of any part of a will which does
not constitute a revocation of a will is of no effect, unless made by the
testator or by some person in his presence and by his direction and consent
and unless the
will is thereafter signed and attested in the manner prescribed by this
Article for the execution of a will.
(Source: P.A. 81‑1509.)
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755 ILCS 5/4‑10
(755 ILCS 5/4‑10) (from Ch. 110 1/2, par. 4‑10)
Sec. 4‑10.
Effect of child born after will.) Unless provision is made in the will for
a child of the testator born after the will is executed or unless it appears by the
will that it was the intention of the testator to disinherit the child,
the child is entitled
to receive the portion of the estate to which he would be entitled if the testator
died intestate and all legacies shall abate proportionately therefor.
(Source: P.A. 79‑328.)
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755 ILCS 5/4‑11
(755 ILCS 5/4‑11) (from Ch. 110 1/2, par. 4‑11)
Sec. 4‑11.
Legacy to a deceased legatee.) Unless the testator expressly provides
otherwise in his will, (a) if a legacy of a present or future interest is
to a descendant
of the testator who dies before or after the testator, the descendants of
the legatee living when
the legacy is to take effect in possession or enjoyment, take per stirpes
the estate so bequeathed;
(b) if a legacy of a present or future interest is to a class and any member
of the class dies before
or after the testator, the members of the class living when the legacy is
to take effect in possession
or enjoyment take the share or shares which the deceased member would have taken if he
were then living, except that if the deceased member of the class is a descendant of the
testator, the descendants of the deceased member then living shall take per stirpes the
share or shares which the deceased member would have taken if he were then
living; and (c)
except as above provided in (a) and (b), if a legacy lapses by reason of the
death of the legatee before the testator, the estate so bequeathed shall be included
in and pass as part of the residue under the will, and if the legacy is
or becomes part of
the residue, the estate so bequeathed shall pass to and be taken by the
legatees or those
remaining, if any, of the residue in proportions and upon estates corresponding to their
respective interests in the residue. The provisions of (a) and (b) do not apply
to a future interest which is or becomes indefeasibly vested at the testator's
death or at any time thereafter before it takes effect in possession or enjoyment.
(Source: P.A. 79‑328.)
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755 ILCS 5/4‑13
(755 ILCS 5/4‑13) (from Ch. 110 1/2, par. 4‑13)
Sec. 4‑13.
Effect of order admitting will to probate.) Every will when admitted
to probate as provided by this Act is effective to transfer the real and
personal estate of
the testator bequeathed in that will.
(Source: P.A. 79‑328.)
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755 ILCS 5/4‑14
(755 ILCS 5/4‑14) (from Ch. 110 1/2, par. 4‑14)
Sec. 4‑14.
Intestate estate of testator.) The real and personal estate of a testator
that is not bequeathed by his will descends and shall be distributed as intestate
estate.
(Source: P.A. 79‑328.)
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755 ILCS 5/4‑15
(755 ILCS 5/4‑15) (from Ch. 110 1/2, par. 4‑15)
Sec. 4‑15.
Debtor as executor.) The appointment of the debtor of the testator
as executor
of his will does not extinguish any debt due from the executor to the testator, unless
the testator in the will expressly declares his intention to extinguish
the debt and unless
the estate of the testator without collection of the debt due from the executor
is sufficient
to discharge all claims against the testator's estate.
(Source: P.A. 79‑328.)
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(755 ILCS 5/Art. V heading)
ARTICLE V
PLACE OF PROBATE OF WILL OR OF ADMINISTRATION
755 ILCS 5/5‑1
(755 ILCS 5/5‑1) (from Ch. 110 1/2, par. 5‑1)
Sec. 5‑1.
Place of probate of will or of administration of estate.) When
the will of a testator is probated or when the estate of a decedent or
missing person is administered in this State, the probate or the
administration shall be in the court of the county determined as follows:
(a) In the county where he has a known place of residence;
(b) If he has no known place of residence in this State, in the county
in which the greater part of his real estate is located at the time of
his death; or
(c) If he has no known place of residence and no real estate in this
State, in the county where the greater part of his personal estate is
located at the time of his death.
(Source: P.A. 85‑692.)
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755 ILCS 5/5‑2
(755 ILCS 5/5‑2) (from Ch. 110 1/2, par. 5‑2)
Sec. 5‑2.
Situs of personal estate of nonresident decedent or missing person.)
For the purpose of granting administration of both testate and intestate
estates of nonresident
decedents or estates of nonresident missing persons, the situs of tangible personal
estate is where it is located and the situs of intangible personal estate is where the
instrument evidencing a share, interest, debt, obligation, stock or chose in action
is located or where the debtor resides if there is no instrument evidencing the share,
interest, debt, obligation, stock or chose in action in this State.
(Source: P.A. 79‑328.)
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755 ILCS 5/5‑3
(755 ILCS 5/5‑3) (from Ch. 110 1/2, par. 5‑3)
Sec. 5‑3.
Power to ascertain and declare heirship ‑ evidence.)
(a) The court may ascertain and declare the heirship of any decedent to
be entered of record in the court at any time during the administration
of the estate without further notice or, if there is no grant of
administration, upon such notice and in such manner as the court
directs.
(b) The ascertainment of heirship may be made from (1) an affidavit
of any person stating the facts from which the heirship of the decedent
can be ascertained, which affidavit shall be signed and sworn to or
affirmed before any notary public or judge of any court of record in the
United States or any of its possessions or territories and certified by
the clerk thereof, or before any United States consul, vice‑consul,
consular agent, secretary of legation or commissioned officer in active
service of the United States, within or without the United States, or
(2) from evidence either in narrative form or by questions and answers
which are reduced to writing and certified by the court declaring the
heirship. The seal of office of any notary public, United States consul,
vice‑consul, consular agent or secretary of legation and the designation
of the name, rank and branch of service of any commissioned officer in
active service of the armed forces of the United States shall be
sufficient evidence of his identity and official character. The
affidavit or transcript of evidence shall be filed by the clerk of the
court declaring the heirship and remain as a part of the files in the
cause.
(c) An order of the court declaring heirship is prima facie evidence
of the heirship, but any other legal method of proving heirship may be
resorted to by any party interested therein in any place or court where
the question may arise.
(d) For purposes of this section the court may presume, in the absence
of any evidence to the contrary, that the decedent and any person through
whom heirship is traced was not the mother or father of any child born out
of wedlock and, if the decedent or the person was a male, that no child
born out of wedlock was filiated to or acknowledged or legitimated by the
decedent or the person.
(Source: P.A. 81‑598.)
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(755 ILCS 5/Art. VI heading)
ARTICLE VI
PROBATE OF WILLS AND ISSUANCE OF LETTERS OF OFFICE
755 ILCS 5/6‑1
(755 ILCS 5/6‑1) (from Ch. 110 1/2, par. 6‑1)
Sec. 6‑1.
Duty to file will ‑ altering, destroying or secreting.)
(a) Immediately
upon the death of the testator any person who has the testator's will in his
possession
shall file it with the clerk of the court of the proper county and upon
failure or refusal
to do so, the court on its motion or on the petition of any interested person
may issue an
attachment and compel the production of the will, subject to the provisions of Section 5.15 of the Secretary of State Act.
(b) If any person wilfully alters or destroys a will without the direction
of the testator
or wilfully secretes it for the period of 30 days after the death of the
testator is known
to him, the person so offending, on conviction thereof, shall be sentenced as
in cases
of theft of property classified as a Class 3 felony by the law in effect at the
date of the offense. The 30‑day period does not apply to the Secretary of State when acting pursuant to Section 5.15 of the Secretary of State Act.
(Source: P.A. 96‑137, eff. 1‑1‑10.)
755 ILCS 5/6‑2
(755 ILCS 5/6‑2) (from Ch. 110 1/2, par. 6‑2)
Sec. 6‑2.
Petition to admit will or to issue letters.) Anyone
desiring to have a will admitted to probate must file a petition
therefor in the court of the proper county. The petition must state, if
known: (a) the name and place of residence of the testator at the time
of his death; (b) the date and place of death; (c) the date of the will
and the fact that petitioner believes the will to be the valid last will
of the testator; (d) the approximate value of the testator's real and
personal estate in this State; (e) the names and post office addresses
of all heirs and legatees of the testator and whether any of them is a
minor or disabled person; (f) the name and post office address of the
executor; and (g) unless supervised administration is requested, the
name and address of any personal
fiduciary acting or designated to act pursuant to Section 28‑3. When
the will creates or adds to a trust and the petition states the name and
address of the trustee, the petition need not state the name and address
of any beneficiary of the trust who is not an heir or legatee. If
letters of administration with the will annexed are sought, the petition
must also state, if known: (a) the reason for the issuance of the
letters, (b) facts showing the right of the petitioner to act as, or to
nominate, the administrator with the will annexed, (c) the name and post
office address of the person nominated and of each person entitled
either to administer or to nominate a person to administer equally with
or in preference to the petitioner and (d) if the will has been
previously admitted to probate, the date of admission. If a petition for
letters of administration with the will annexed states that there are one
or more persons entitled either to administer or to nominate a person to
administer equally with or in preference to the petitioner, the petitioner
must mail a copy of the petition to each such person as provided in Section
9‑5 and file proof of mailing with the clerk of the court.
(Source: P.A. 84‑555; 84‑690.)
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755 ILCS 5/6‑3
(755 ILCS 5/6‑3) (from Ch. 110 1/2, par. 6‑3)
Sec. 6‑3.
Duty of executor to present will for probate.) (a) Within 30 days after
a person acquires knowledge that he is named as executor of the will of
a deceased person,
he shall either institute a proceeding to have the will admitted to probate in the
court of the proper county or declare his refusal to act as executor. If
he fails to do so, except
for good cause shown, the court on its motion or on the petition of any
interested person may deny
him the right to act as executor and letters of office may be issued by
the court as if the
person so named were disqualified to act as executor.
(b) When 30 days have elapsed since the death of the testator and no petition
has been filed to
admit his will to probate, the court may proceed to probate the will without
the filing of
a petition therefor, unless it appears to the court that probate thereof
is unnecessary and failure to
probate it will not prejudice the rights of any interested person. Such
notice of the hearing
on the admission of the will to probate shall be given to the persons in
interest as the court directs.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑4
(755 ILCS 5/6‑4) (from Ch. 110 1/2, par. 6‑4)
Sec. 6‑4.
Admission of will to probate ‑ testimony or affidavit of
witnesses.) (a) When each of 2 attesting witnesses to a will states
that (1) he was present and saw the testator or some person in his
presence and by his direction sign the will in the presence of the
witness or the testator acknowledged it to the witness as his act, (2)
the will was attested by the witness in the presence of the testator and
(3) he believed the testator to be of sound mind and memory at the time
of signing or acknowledging the will, the execution of the will is
sufficiently proved to admit it to probate, unless there is proof of
fraud, forgery, compulsion or other improper conduct which in the
opinion of the court is deemed sufficient to invalidate or destroy the
will. The proponent may also introduce any other evidence competent to
establish a will. If the proponent establishes the will by
sufficient competent evidence, it shall be admitted to probate, unless
there is proof of fraud, forgery, compulsion or other improper conduct
which in the opinion of the court is deemed sufficient to invalidate or
destroy the will.
(b) The statements of a witness to prove the will under subsection 6‑4(a)
may be made by (1) testimony before the court, (2) an attestation clause
signed by the witness and forming a part of or attached to the will or (3)
an affidavit which is signed by the witness at or after the time of attestation
and which forms part of the will or is attached to the will or to an accurate
facsimile of the will.
(Source: P.A. 81‑213.)
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755 ILCS 5/6‑5
(755 ILCS 5/6‑5) (from Ch. 110 1/2, par. 6‑5)
Sec. 6‑5. Deposition of witness.) When a witness to a will resides outside
the county in which the will is offered for probate or is
unable to attend court and can be found and is mentally and physically capable
of testifying, the court, upon the petition of any person seeking probate
of the will and upon such notice of the petition to persons interested as
the court directs, may issue a commission with the will or a photographic
copy thereof attached. The commission shall be directed to any judge, notary
public, mayor or other chief magistrate of a city or United States consul,
vice‑consul, consular agent, secretary of legation or commissioned officer
in active service of the armed forces of the United States and shall authorize
and require him to cause that witness to come before him at such time and
place as he designates and to take the deposition of the witness on oath
or affirmation and upon all such written interrogatories
and cross‑interrogatories as may be enclosed with the commission. With
the least possible delay the person taking the deposition shall certify
it, the commission, and the interrogatories to the court from which the
commission issued. When the deposition of a witness is so taken and returned
to the court, his testimony has the same effect as if he testified in the
court from which the commission issued. When the commission is issued to
the officer by his official title only and not by name, the seal of his
office attached to his certificate is sufficient evidence of his identity
and official character.
(Source: P.A. 95‑331, eff. 8‑21‑07.)
755 ILCS 5/6‑6
(755 ILCS 5/6‑6) (from Ch. 110 1/2, par. 6‑6)
Sec. 6‑6.
Proof of handwriting of deceased, disabled or inaccessible witness.)
(a) If a witness to a will (1) is dead, (2) is blind, (3) is mentally or
physically incapable of testifying, (4) cannot be found, (5) is in active
service of the armed forces of the United States or (6) is outside this
State, the court may admit proof of the handwriting of the witness and such
other secondary evidence as is admissible in any court of record to establish
written contracts and may admit the will to probate as though it had been
proved by the testimony of the witness. On motion of any interested person
or on its own motion, the court may require that the deposition of any such
witness, who can be found, is mentally and physically capable of testifying
and is not in the active service of the armed forces of the United States
outside of the continental United States, be taken as the best evidence thereof.
(b) As used in this Section, "continental United States" means the States
of the United States and the District of Columbia.
(Source: P.A. 81‑213.)
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755 ILCS 5/6‑7
(755 ILCS 5/6‑7) (from Ch. 110 1/2, par. 6‑7)
Sec. 6‑7.
Will to remain with clerk.) All original wills which are admitted
to probate shall remain in the custody of the clerk, unless otherwise ordered
by the court.
(Source: P.A. 81‑213.)
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755 ILCS 5/6‑8
(755 ILCS 5/6‑8) (from Ch. 110 1/2, par. 6‑8)
Sec. 6‑8.
Issuance of letters testamentary.) When a will is admitted
to probate, letters testamentary shall be issued to the executor named
in the will if he qualifies and accepts the office, unless the issuance
of letters is excused.
(Source: P.A. 81‑0213; 81‑0788; 81‑1509.)
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755 ILCS 5/6‑9
(755 ILCS 5/6‑9) (from Ch. 110 1/2, par. 6‑9)
Sec. 6‑9.
Failure or refusal to qualify ‑ death, resignation or revocation
of letters ‑ non‑designation.) Unless otherwise provided by the will, (a)
if one of several executors named in the will fails or refuses to qualify
and accept the office, letters testamentary shall be issued to the executor
who qualifies and accepts the office, (b) if one of several executors to
whom letters have been issued dies or resigns or his letters are revoked,
the remaining executor shall continue to administer the estate, and (c)
in either event the remaining executor has all powers vested in all the
executors named in the will. If no executor is named in the will or the
named executor fails or refuses to qualify and accept the office or, if
after letters are issued the sole executor or all the named executors die
or resign or their letters are revoked, letters of administration with the
will annexed shall be issued in accordance with the preferences
in Section 9‑3 upon petition under Section 6‑2 and notice as provided in Section 9‑5.
(Source: P.A. 81‑213.)
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755 ILCS 5/6‑10
(755 ILCS 5/6‑10) (from Ch. 110 1/2, par. 6‑10)
Sec. 6‑10.
Notice ‑ waiver.) (a) Not more than 14 days after entry of an
order admitting or denying admission of a will to probate or appointing
a representative, the representative or, if none, the petitioner must
mail a copy of the petition to admit the will
or for letters and a copy of the order showing the date of entry to each
of the testator's heirs and legatees whose names and post office addresses
are stated in the petition. If the name or post office address of any heir
or legatee is not stated in the petition, the representative or, if none,
the petitioner must publish a notice once a week
for 3 successive weeks, the first publication to be not more than 14 days
after entry of the order, describing the order and the date of entry. The
notice shall be published in a newspaper published in the county where the
order was entered and may be combined with a notice under Section 18‑3.
When the petition names a trustee of a trust, it is not necessary to publish
for or mail copies of the petition and order to any beneficiary of the trust
who is not an heir or legatee. The information mailed or published under
this Section must include an explanation, in form prescribed by rule of
the Supreme Court of this State, of the rights of heirs and legatees to
require formal proof of will under Section 6‑21 and to contest the admission
or denial of admission of the will to probate under Section 8‑1 or 8‑2.
The petitioner or representative must file proof of mailing and publication,
if publication is required, with the clerk of the court.
(b) A copy of the petition and of the order need not be sent to and notice
need not be published for any person who is not designated in the petition
as a minor or disabled person and who personally appeared before the court
at the hearing or who filed his waiver of notice.
(Source: P.A. 81‑1453.)
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755 ILCS 5/6‑11
(755 ILCS 5/6‑11) (from Ch. 110 1/2, par. 6‑11)
Sec. 6‑11.
Omitted or unnotified heir or legatee.) (a) If
it appears after entry of an order admitting or denying admission of a will
to probate that an heir or legatee was omitted from the petition to admit
the will to probate or, if included in the petition, that notice to him
was not mailed or published as provided in Section 6‑10 or 6‑20, whichever
is applicable, and that no waiver of notice was filed by the omitted or
unnotified heir or legatee, an amended petition shall be filed under Section
6‑2 or 6‑20 which shall include the omitted or unnotified heir or legatee.
(b) If the amended petition is filed under Section 6‑2, a copy of the
amended petition and the order admitting or denying admission of the will
to probate or notice thereof shall be mailed to or published for the omitted
or unnotified person as provided in Section 6‑10, in the same manner as
if the order were entered at the time the amended petition was filed. The
original order admitting or denying admission of the will to probate is
effective as to the omitted or unnotified person as of the date the amended
petition is filed and it is effective as to all other persons, including
creditors, as of the date of its entry.
(c) If the amended petition is filed under Section 6‑20, notice of the
hearing on the amended petition shall be mailed or published, as provided
in Section 6‑20, to or for the omitted or unnotified person and to all persons
included in any prior petition. In the absence of objections by the omitted
or unnotified person, evidence received at the hearing on the original petition
to admit the will to probate constitutes prima facie proof of the execution
of the will at the hearing on the amended petition. An order admitting
the will to probate on an amended petition filed under Section 6‑20 is effective
as to the omitted or unnotified person as of the date of its entry, but
the original order admitting the will to probate is effective as to all
other persons, including creditors, as of the date of its entry.
(Source: P.A. 81‑213.)
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755 ILCS 5/6‑12
(755 ILCS 5/6‑12) (from Ch. 110 1/2, par. 6‑12)
Sec. 6‑12.
Appointment of guardian ad litem.) When an heir or legatee
of a testator is a minor or disabled person who is entitled to notice under
Section 6‑10 at the time an order is entered admitting or denying
admission of a will to probate or who is entitled to notice under Section
6‑20 or 6‑21 of the hearing on the petition to admit the will, the court
may appoint a guardian ad litem to protect the interests of the ward with
respect to the admission or denial, or to represent the ward at the hearing,
if the court finds that (a) the interests of the ward are not adequately
represented by a personal fiduciary acting or designated to act pursuant
to Section 28‑3 or by another party having a substantially identical interest
in the proceedings and the ward is not represented by a guardian of his
estate and (b) the appointment of
a guardian ad litem is necessary to protect the ward's interests.
(Source: P.A. 81‑213.)
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755 ILCS 5/6‑13
(755 ILCS 5/6‑13) (from Ch. 110 1/2, par. 6‑13)
Sec. 6‑13.
Who may act as executor.) (a) A person who has attained
the age of 18 years and is a resident of the United States, is not of
unsound mind, is not an adjudged disabled person as defined in this Act
and has not been convicted of a felony, is qualified to act as executor.
(b) If a person named as executor in a will is not qualified to act
at the time of admission of the will to probate but thereafter becomes
qualified and files a petition for the issuance of letters, takes oath
and gives bond as executor, the court may issue letters testamentary to
him as co‑executor with the executor who has qualified or if no executor
has qualified the court may issue letters testamentary to him and revoke
the letters of administration with the will annexed.
The court may in its discretion require a nonresident executor to furnish
a bond in such amount and with such surety as the court determines
notwithstanding any contrary provision of the will.
(Source: P.A. 85‑692.)
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755 ILCS 5/6‑14
(755 ILCS 5/6‑14) (from Ch. 110 1/2, par. 6‑14)
Sec. 6‑14.
Power of executor before issuance of letters.) Before issuance of letters to
an executor his power extends to the carrying out of any gift of the decedent's
body or any part thereof, to the burial of the decedent, the payment of
necessary funeral
charges and the preservation of the estate; but if the will is not admitted to probate,
the executor is not liable as an executor of his own wrong, except for his refusal to
deliver the estate to the person authorized by law to receive it or for
waste or misapplication of the estate.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑15
(755 ILCS 5/6‑15) (from Ch. 110 1/2, par. 6‑15)
Sec. 6‑15.
Executor to administer all estate of decedent.) The executor or
the administrator with the will annexed shall administer all the testate
and intestate estate
of the decedent.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑16
(755 ILCS 5/6‑16) (from Ch. 110 1/2, par. 6‑16)
Sec. 6‑16.
Power of administrator with the will annexed.) Unless otherwise expressly
provided by the will, an administrator with the will annexed has all the
powers and duties of
the executor under the will, but this does not excuse the administrator
from giving security on his bond.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑17
(755 ILCS 5/6‑17) (from Ch. 110 1/2, par. 6‑17)
Sec. 6‑17.
Witness to appear for probate ‑ penalty.) It is the duty of a witness to
any will executed in this State to appear before the court at the hearing
on the admission of
the will to probate and testify concerning the execution and validity of
the will unless proof
of will is made by another method as provided in this Act. The court may
attach and punish by
fine and imprisonment, or either, any witness who, without a reasonable excuse, fails to
appear and testify when subpoenaed.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑18
(755 ILCS 5/6‑18) (from Ch. 110 1/2, par. 6‑18)
Sec. 6‑18.
Will as evidence.) An authenticated copy of a domestic or foreign will and
of the order admitting it or denying it to probate are evidence in any court
in this State.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑19
(755 ILCS 5/6‑19) (from Ch. 110 1/2, par. 6‑19)
Sec. 6‑19.
Judge as witness.) If a judge is a witness to a will which is required by
law to be proved before him, another judge shall be designated to take the
testimony of witnesses
to the will and to decide whether or not the will shall be admitted to probate.
The judge who
is the witness may proceed to administer the estate unless he is otherwise
precluded therefrom by this Act.
(Source: P.A. 79‑328.)
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755 ILCS 5/6‑20
(755 ILCS 5/6‑20) (from Ch. 110 1/2, par. 6‑20)
Sec. 6‑20.
Petition to admit will to probate on presumption of death
of testator ‑ notice.) (a) Anyone desiring to have a will admitted to
probate on the presumption of death of the testator must file a petition
therefor in the court of the proper county. The petition must state, in
addition to the information required by Section 6‑2 (other than clauses
(a) and (b)), the facts and circumstances raising the presumption, the
name and last known post office address of the testator and, if known,
the name and post office address of each person in possession or control
of any property of the testator.
(b) Not less than 30 days before the hearing on the petition the
petitioner must (1) mail a copy
of the petition to the testator
at his last known address, to each of the testator's heirs and legatees
whose names and post office addresses are stated in the petition and to
each person shown by the petition to be in possession or control of any
property of the testator, and (2) publish a notice of the hearing on the
petition once a week for 3 successive weeks, the first publication to be
not less than 30 days before the hearing. The notice must state the time
and place of the hearing, the name of the testator and, when known, the
names of the heirs and legatees. The petitioner shall endorse the time
and place of the hearing on each copy
of the petition mailed by him. When the petition names a trustee of a trust,
it is not necessary to mail a copy of the petition to any beneficiary of
the trust who is not an heir or legatee, or to include the name of such
beneficiary in the published notice. If any person objects to the
admission of the will to probate, the court may require that such notice
of the time and place of the hearing as it directs be given to any beneficiary
of the trust not previously notified. The petitioner must file proof
of mailing and proof of publication with the clerk of the court.
(c) A copy of the petition need not be sent to any person not
designated in the petition as a minor or disabled person who personally
appears before the court at the hearing or who files his waiver of
notice.
(d) When a will is admitted to probate on presumption of the
testator's death, the notice provided for in Section 6‑10 is not
required.
(Source: P.A. 81‑1453.)
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755 ILCS 5/6‑21
(755 ILCS 5/6‑21) (from Ch. 110 1/2, par. 6‑21)
Sec. 6‑21.
Formal proof of will.) If a will has been admitted to probate
before notice in accordance with Section 6‑4, any person entitled to notice
under Section 6‑10 may file a petition within 42 days after the effective
date of the original order admitting the will to probate to require proof
of the will pursuant to this Section. The court must set the matter for
hearing upon such notice to interested persons as the court directs. At the hearing
the proponent must establish the will by testimony of the witnesses as provided
in subsection 6‑4 (b) (1) or Section 6‑5 or other evidence as provided in
this Act, but not as provided by subsection 6‑4 (b) (2) or subsection 6‑4
(b) (3), as if the will had not originally been admitted to probate. If
the proponent establishes the will by sufficient competent evidence, the
original order admitting it to probate and the original order appointing
the representative shall be confirmed and are effective as to all persons,
including creditors, as of the dates of their entries, unless there is proof
of fraud, forgery, compulsion or other improper conduct, which in the opinion
of the court
is sufficient to invalidate or destroy the will. The time for filing a
petition to contest a will under Section 8‑1 is not extended by the filing
of the petition under this Section if the order admitting the will to probate
is confirmed, but if that order is vacated, the time for filing the petition
under Section 8‑2 runs from the date of vacation of the order admitting
the will to probate.
(Source: P.A. 81‑213.)
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(755 ILCS 5/Art. VII heading)
ARTICLE VII
PROBATE OF FOREIGN WILLS AND ESTATES OF NONRESIDENTS
755 ILCS 5/7‑1
(755 ILCS 5/7‑1) (from Ch. 110 1/2, par. 7‑1)
Sec. 7‑1.
Foreign will admitted to probate.) A will signed by the testator when proved
as provided in this Article may be admitted to probate in this State when
(a) the will has
been admitted to probate outside of this State or (b) the will was executed outside
of this State in accordance with the law of this State, of the place where executed or
of the testator's domicile at the time of its execution.
(Source: P.A. 79‑328.)
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755 ILCS 5/7‑2
(755 ILCS 5/7‑2) (from Ch. 110 1/2, par. 7‑2)
Sec. 7‑2.
Procedure for probate of foreign will.) The provisions of this Act concerning
the procedure for the admission to probate of a domestic will govern the procedure for
the admission to probate of a foreign will sought to be admitted to probate as provided
by this Article, except for the manner of proof.
(Source: P.A. 79‑328.)
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755 ILCS 5/7‑3
(755 ILCS 5/7‑3) (from Ch. 110 1/2, par. 7‑3)
Sec. 7‑3.
Proof of foreign will by copy.) (a) A written will admitted to probate
outside of this State is sufficiently proved to admit it to probate in this State by
introducing in evidence an authenticated copy of the will and the probate thereof.
(b) A written will from any state or country whose laws do not require
a will to be probated
is sufficiently proved to admit it to probate in this State by introducing in evidence
an authenticated certificate of the legal custodian of the will that the
copy is a true copy and
that the will has become operative by the laws of that state or country.
(c) A notarial will from a state or country whose laws require the will
to remain in the
custody of a notary is sufficiently proved to admit it to probate in this
State by introducing
in evidence a copy of the will authenticated by the notary entitled to the
custody of the will.
(Source: P.A. 79‑328.)
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755 ILCS 5/7‑4
(755 ILCS 5/7‑4) (from Ch. 110 1/2, par. 7‑4)
Sec. 7‑4.
Original proof of foreign will in this State.) (a) A will executed
outside of this
State in accordance with this Act is sufficiently proved to admit
it to probate in this State when proved in this State in the manner provided by
this Act for proving wills executed in this State.
(b) A will executed outside of this State in accordance with the law of
the place where
executed is sufficiently proved to admit it to probate in this State when proved
in this State in the manner provided by the law of the place where executed
for proving wills there executed.
(c) A will executed outside of this State in accordance with the law of the
testator's domicile at the time of its execution is sufficiently proved to admit it to
probate in this State when proved in this State in the manner provided by the law of the
testator's domicile at the time of its execution for proving wills there executed.
(d) A will proved as provided in this Section may not be admitted to probate when
there is proof of fraud, forgery, compulsion or other improper conduct which
in the opinion
of the court is deemed sufficient to invalidate or destroy the will.
(Source: P.A. 79‑328.)
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755 ILCS 5/7‑5
(755 ILCS 5/7‑5) (from Ch. 110 1/2, par. 7‑5)
Sec. 7‑5.
Effect of probate of foreign will.) The admission to probate
in this State of a will executed and proved in the manner provided by this
Article has the same effect in all respects as the admission to probate
of a domestic will and letters of office may be issued unless the issuance
of letters is excused.
(Source: P.A. 81‑788.)
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755 ILCS 5/7‑6
(755 ILCS 5/7‑6) (from Ch. 110 1/2, par. 7‑6)
Sec. 7‑6.
Disposition of personal estate of nonresident decedent.) If a
nonresident decedent who is a citizen of the United States or a citizen or subject
of a foreign country, provides in his will that the testamentary
disposition of tangible or intangible personal estate having a situs within this
State as defined in Section 5‑2, is to be construed and regulated by the laws of
this State, the validity and effect of such disposition shall be determined
by such laws.
In respect of a nonresident decedent's tangible or intangible personal estate having
a situs within this State, as defined in Section 5‑2, the court may
direct and, in the case of a decedent who was at the time of his death a resident
of a foreign country, shall direct the representative appointed in this State to make
distribution directly to those designated by the decedent's will as beneficiaries
of the tangible or intangible personal estate or to the persons entitled to
receive the decedent's personal estate under the laws of the decedent's
domicile, as the
case may be.
(Source: P.A. 79‑328.)
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(755 ILCS 5/Art. VIII heading)
ARTICLE VIII
WILL CONTESTS
755 ILCS 5/8‑1
(755 ILCS 5/8‑1) (from Ch. 110 1/2, par. 8‑1)
Sec. 8‑1.
Contest of
admission of will to probate; notice.
(a) Within 6 months after the admission
to probate of a domestic will in accordance with the provisions
of Section 6‑4, or of a foreign will in accordance with the provisions of
Article VII, any interested person may file a petition in the proceeding
for the administration of the testator's estate or, if no proceeding is
pending,
in the court in which the will was admitted to probate, to contest the validity
of the will.
(b) The petitioner shall cause a copy of the petition to be mailed or
delivered
to the representative, to his or her
attorney of
record, and to each heir and legatee whose name is listed in the petition to
admit the will to probate and in any amended petition filed in accordance with
Section 6‑11,
at the address stated in the petition or amended petition. Filing a
pleading constitutes a waiver of the mailing or delivery of the notice to the
person filing the pleading. Failure to mail or deliver a copy of the petition
to an heir or a legatee does not extend the time within which a petition to
contest
the will may be filed under subsection (a) of this Section or affect the
validity of the judgement entered in the proceeding.
(c) Any contestant or proponent may demand a
trial by jury. An issue
shall be made whether or not the instrument produced is
the will of the testator. The contestant shall in the first instance proceed
with proof to establish the invalidity of the will. At the close of the
contestant's case, the proponent may present evidence to sustain the will.
An authenticated transcript of the testimony of any witness taken at the
time of the hearing on the admission of the will to probate, or an affidavit
of any witness received as evidence under subsection 6‑4(b), is admissible in
evidence.
(d) The right to institute or continue a proceeding to contest the validity
of a will survives and descends to the heir, legatee, representative, grantee
or assignee of the person entitled to institute the proceeding.
(e) It is the duty of the representative to defend a proceeding to contest
the validity of the will. The court may order the representative to defend
the proceeding or prosecute an appeal from the judgment. If the representative
fails or refuses to do so when ordered by the court, or if there is no
representative then acting, the court, upon its
motion or on application of any interested person, may appoint a special
administrator to defend or appeal in his stead.
(f) An action to set aside or contest the validity of a revocable inter
vivos trust agreement or declaration of trust to which a legacy is provided by
the settlor's will which is admitted to probate shall be commenced within and
not after the time to contest the validity of a will as provided in
subsection (a) of this Section
and Section 13‑223 of the Code of Civil Procedure.
(g) This amendatory Act of 1995 applies to pending cases as well as cases
commenced on or after its effective date.
(Source: P.A. 89‑364, eff. 8‑18‑95.)
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755 ILCS 5/8‑2
(755 ILCS 5/8‑2) (from Ch. 110 1/2, par. 8‑2)
Sec. 8‑2.
Contest of denial of admission of will to probate.
(a) Within
6 months after the entry of an order denying admission to probate of a domestic
will in accordance with the provisions of Section 6‑4, or of a foreign will
in accordance with the provisions of Article VII, any interested person
desiring to contest the denial of admission may file a petition to admit
the will to probate in the proceeding for the administration of the
decedent's estate
or, if no proceeding is pending, in the court which
denied admission of the
will to probate. The petition must state the facts required to be stated
in Section 6‑2 or 6‑20, whichever is applicable.
(b) The petitioner shall cause a copy of the petition to be mailed or
delivered
to the representative, to his or her attorney of record, and to
each
heir and legatee whose name is listed in the petition to admit the will to
probate and in any amended petition filed in accordance with Section 6‑11, at
the address stated in the petition or amended petition. Filing a pleading
constitutes a waiver of the
mailing or delivery of the notice to the person
filing the pleading. Failure to mail or deliver a copy of the petition to an
heir or legatee does not extend the time within which a petition to admit the
will
to probate may be filed under subsection (a) of Section 8‑1 or
affect the validity of the judgment entered in the proceeding.
(c) Any proponent or contestant may demand a
trial by jury. An issue
shall be made whether or not the instrument produced is the will of the
testator. The proponent shall in the first instance proceed
with proof to establish the validity of the will and may introduce any evidence
competent to establish a will. Any interested person may oppose the petition
and may introduce any evidence admissible in a will contest under Section
8‑1. At the close of the contestant's case, the proponent may present further
evidence to sustain the will.
(d) The right to institute or continue a proceeding to contest the denial
of admission of a will to probate survives and descends to the heir, legatee,
representative, grantee or assignee of the person entitled to institute
the proceeding.
(e) The court may order the representative to defend a proceeding to probate
the will or prosecute an appeal from the judgment. If the representative
fails or refuses to do so when ordered by the court, or if there is no
representative then acting, the court, upon its
motion or on application of any interested person, may appoint a special
administrator to do so in his stead.
(f) A person named as executor in a will that has been denied admission
to probate has no duty to file or support a petition under Section 8‑2.
(g) This amendatory Act of 1995 applies to pending cases as well as cases
commenced on or after its effective date.
(Source: P.A. 89‑364, eff. 8‑18‑95.)
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(755 ILCS 5/Art. IX heading)
ARTICLE IX
LETTERS OF ADMINISTRATION
755 ILCS 5/9‑1
(755 ILCS 5/9‑1) (from Ch. 110 1/2, par. 9‑1)
Sec. 9‑1.
Who may act as administrator.
A person who has attained
the age of 18 years, is a resident of the United States, is not of unsound
mind, is not an adjudged disabled person as defined in this Act and has not
been convicted of a felony, is qualified to act as administrator.
(Source: P.A. 90‑430, eff. 8‑16‑97; 90‑472, eff. 8‑17‑97.)
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755 ILCS 5/9‑2
(755 ILCS 5/9‑2) (from Ch. 110 1/2, par. 9‑2)
Sec. 9‑2.
Issuance of letters of administration.) When a person dies
intestate, letters of administration shall be issued in accordance with
the preferences in Section 9‑3 upon petition therefor, unless the issuance
of letters is excused. If after letters are issued the sole administrator
or all administrators die or resign or their letters are revoked, letters
shall be issued in accordance with the preferences in Section 9‑3.
(Source: P.A. 81‑788.)
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755 ILCS 5/9‑3
(755 ILCS 5/9‑3) (from Ch. 110 1/2, par. 9‑3)
Sec. 9‑3.
Persons entitled to preference in obtaining letters.
The following persons are entitled to preference in the following order in
obtaining the issuance of letters of administration and of administration with
the will annexed:
(a) The surviving spouse or any person nominated by the surviving spouse.
(b) The legatees or any person nominated by them,
with preference to legatees who are children.
(c) The children or any person nominated by them.
(d) The grandchildren or any person nominated by them.
(e) The parents or any person nominated by them.
(f) The brothers and sisters or any person nominated by them.
(g) The nearest kindred or any person nominated by them.
(h) The representative of the estate of a deceased ward.
(i) The Public Administrator.
(j) A creditor of the estate.
Only a person qualified to act as administrator under this Act may
nominate, except that the guardian of the estate, if any, otherwise the
guardian of the person, of a person who is not qualified to act as
administrator solely because of minority or legal disability may nominate
on behalf of the minor or disabled person in accordance with the order of
preference set forth in this Section. A person who has been removed as
representative under this Act loses the right to name a successor.
When several persons are claiming and are equally entitled
to administer or to nominate an administrator, the court may grant letters
to one or more of them or to the nominee of one or more of them.
(Source: P.A. 90‑430, eff. 8‑16‑97; 90‑472, eff. 8‑17‑97; 90‑655, eff.
7‑30‑98.)
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755 ILCS 5/9‑4
(755 ILCS 5/9‑4) (from Ch. 110 1/2, par. 9‑4)
Sec. 9‑4.
Petition to issue letters.) Anyone desiring to have letters of
administration issued on the estate of an intestate decedent shall file a
petition therefor in the court of the proper county. The petition shall
state, if known: (a) the name and place of residence of the decedent at
the time of his death; (b) the date and place of death; (c) the
approximate value of the decedent's real and personal estate in this
State; (d) the names and post office addresses of all heirs
of the decedent and whether any of them is a minor or disabled person and
whether any of them is entitled either to administer or to nominate a
person to administer equally with or in preference to the petitioner; (e)
the name and post office
address of the person nominated as administrator; (f) the facts showing
the right of the petitioner to act as or to nominate the administrator;
(g) when letters of administration de bonis non are sought, the reason
for the issuance of the letters; and (h) unless supervised administration
is requested, the name and address of any
personal fiduciary acting or designated to act pursuant to Section 28‑3.
(Source: P.A. 84‑555; 84‑690.)
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755 ILCS 5/9‑5
(755 ILCS 5/9‑5) (from Ch. 110 1/2, par. 9‑5)
Sec. 9‑5.
Notice‑Waiver.) (a) Not less than 30 days before the hearing
on the petition to issue letters, the petitioner shall mail a copy of the
petition, endorsed with the time and place of the hearing, to each person
named in the petition whose post office address is stated and who is
entitled either to administer or to nominate a person to administer equally
with or in preference to the petitioner.
(b) Not more than 14 days after entry of an order directing that
original letters of office issue to an administrator, the administrator
shall mail a copy of the petition to issue letters and a copy of the order
showing the date of its entry to each of the decedent's heirs who was not
entitled to notice of the hearing on the petition under subsection (a). If
the name or post office address of any heir is not stated in the petition,
the administrator shall publish a notice once a week for 3 successive weeks,
the first publication to be not more than 14 days after entry of the
order, describing the order and the date of entry. The notice shall be
published in a newspaper published in the county where the order was
entered and may be combined with a notice under Section 18‑3. The
administrator shall file proof of mailing and publication, if publication
is required, with the clerk of the court.
(c) A copy of the petition and of the order need not be sent to, nor
notice published for, any person not designated in the petition as a minor
or as a disabled person and who personally appeared before the court at the
hearing or who files his waiver of notice.
(Source: P.A. 84‑555; 84‑690.)
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755 ILCS 5/9‑6
(755 ILCS 5/9‑6) (from Ch. 110 1/2, par. 9‑6)
Sec. 9‑6.
Petition to issue letters on presumption of death of decedent ‑
notice ‑ waiver.) (a) Anyone desiring to have original letters of
administration issued on the presumption of death of the decedent shall
file a petition therefor in the court of the proper county. The petition
shall state, in addition to the information required by clauses (c) through
(h) of Section 9‑4, the facts and circumstances raising the presumption,
the name and last known post office address of the decedent and, if known,
the name and post office address of each person in possession or control of
any property of the decedent.
(b) Not less than 30 days before the hearing on the petition the
petitioner shall (1) mail a copy of the petition to the decedent at his
last known address, to each heir whose name and post office address are
stated in the petition and to each person shown by the
petition to be in possession or control of any property of the decedent,
and (2) publish a notice of the hearing on the petition once a week for 3
successive weeks, the first publication to be not less than 30 days before
the hearing. The notice shall be published in a newspaper published in the
county where the petition is filed. The notice shall state the time and
place of the hearing, the name of the decedent and, when known, the names
of the heirs. The petitioner shall endorse the time and place of the
hearing on each copy of the petition mailed by him. The petitioner shall
file a proof of mailing and of publication with the clerk of the court.
(c) A copy of the petition need not be sent to any person not designated
in the petition as a minor or as a disabled person and who personally
appeared before the court at the hearing or who filed his waiver of notice.
(Source: P.A. 84‑555; 84‑690.)
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755 ILCS 5/9‑7
(755 ILCS 5/9‑7) (from Ch. 110 1/2, par. 9‑7)
Sec. 9‑7.
Revocation of letters and issuance of new
letters of administration ‑ preference.) If the petitioner has not mailed,
as provided in this Article, a copy
of the petition for letters of administration to any person,
whether or not named in the petition, who is entitled to
administer or to nominate a person to administer equally
with or in preference to the petitioner, the person entitled
to administer or nominate within 3 months after the issuance
of the letters may file a petition for issuance of letters
to him or to his nominee. The person entitled to preference
must give 10 days notice of the hearing on his petition to
the person to whom letters were issued. Upon the hearing
the court may revoke the letters previously issued and issue
new letters.
(Source: P.A. 82‑427.)
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755 ILCS 5/9‑8
(755 ILCS 5/9‑8) (from Ch. 110 1/2, par. 9‑8)
Sec. 9‑8.
Distribution on summary administration.
Upon the filing
of a petition therefor in the court of the proper county by any
interested person and after ascertainment of heirship of the decedent
and admission of the will, if any, to probate, if it appears to the
court that:
(a) the gross value of the decedent's real and |
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personal estate subject to administration in this State as itemized in the petition does not exceed $100,000;
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(b) there is no unpaid claim against the estate, or
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all claimants known to the petitioner, with the amount known by him to be due to each of them, are listed in the petition;
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(c) no tax will be due to the United States or to
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this State by reason of the death of the decedent or all such taxes have been paid or provided for or are the obligation of another fiduciary;
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(d) no person is entitled to a surviving spouse's or
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child's award under this Act, or a surviving spouse's or child's award is allowable under this Act, and the name and age of each person entitled to an award, with the minimum award allowable under this Act to the surviving spouse or child, or each of them, and the amount, if any, theretofore paid to the spouse or child on such award, are listed in the petition;
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(e) all heirs and legatees of the decedent have
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consented in writing to distribution of the estate on summary administration (and if an heir or legatee is a minor or disabled person, the consent may be given on his behalf by his parent, spouse, adult child, person in loco parentis, guardian or guardian ad litem);
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(f) each distributee gives bond in the value of his
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distributive share, conditioned to refund the due proportion of any claim entitled to be paid from the estate distributed, including the claim of any person having a prior right to such distribution, together with expenses of recovery, including reasonable attorneys' fees, with surety to be approved by the court. If at any time after payment of a distributive share it becomes necessary for all or any part of the distributive share to be refunded for the payment of any claim entitled to be paid from the estate distributed or to provide for a distribution to any person having a prior right thereto, upon petition of any interested person the court shall order the distributee to refund that portion of his distributive share which is necessary for such purposes. If there is more than one distributee, the court shall apportion among the distributees the amount to be refunded according to the amount received by each of them, but specific and general legacies need not be refunded unless the residue is insufficient to satisfy the claims entitled to be paid from the estate distributed. If a distributee refuses to refund within 60 days after being ordered by the court to do so and upon demand, the refusal is deemed a breach of the bond and a civil action may be maintained by the claimant or person having a prior right to a distribution against the distributee and the surety or either of them for the amount due together with the expenses of recovery, including reasonable attorneys' fees. The order of the court is evidence of the amount due;
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(g) the petitioner has published a notice informing
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all persons of the death of the decedent, of the filing of the petition for distribution of the estate on summary administration and of the date, time and place of the hearing on the petition (the notice having been published once a week for 3 successive weeks in a newspaper published in the county where the petition has been filed, the first publication having been made not less than 30 days prior to the hearing) and has filed proof of publication with the clerk of the court;
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the court may determine the rights of claimants and other persons
interested in the estate, direct payment of claims and distribution of
the estate on summary administration and excuse the issuance of letters
of office or revoke the letters which have been issued and discharge the
representative.
Any claimant may file his claim in the proceeding at or before the
hearing on the petition, but failure to do so does not deprive the
claimant of his right to enforce his claim in any other manner provided
by law.
A petition for distribution on summary administration may be combined
with or filed separately from a petition for probate of a will or for
administration of an estate.
(Source: P.A. 93‑277, eff. 1‑1‑04.)
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755 ILCS 5/9‑9
(755 ILCS 5/9‑9) (from Ch. 110 1/2, par. 9‑9)
Sec. 9‑9.
Payment or delivery of personal estate on order for summary
administration.) Upon receipt of an authenticated copy of the order of
the court, as provided in Section 9‑8, any person or corporation indebted
to or holding the personal estate of the decedent or acting as registrar
or transfer agent of any evidence of interest, indebtedness, property or
right shall pay the indebtedness or deliver, transfer or issue the personal
estate in accordance with the order. Upon the payment, delivery, transfer
or issuance in accordance with the order, the person or corporation is released
to the same extent as if the payment, delivery, transfer or issuance had
been made to a legally qualified representative of the decedent and is not
required to see to the application or disposition of the property, but
each person to whom a payment, delivery, transfer or
issuance is made is liable to the extent of the value thereof at the time
of distribution to any claimant or other person having a prior right and
is accountable to any representative of the decedent thereafter appointed.
If a person or corporation to whom the authenticated copy of the order
is delivered refuses to pay, deliver, transfer or issue the personal estate
as provided by this Section, it may be recovered in a civil action by or
on behalf of the person entitled to receive it upon proof of receipt of
the authenticated copy of the order by the person or corporation indebted
to or holding the personal estate or acting as registrar or transfer agent.
(Source: P.A. 81‑788.)
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755 ILCS 5/9‑10
(755 ILCS 5/9‑10) (from Ch. 110 1/2, par. 9‑10)
Sec. 9‑10.
Omitted or unnotified heir.
If it appears after entry of
an order directing that original letters of office issue to an
administrator that a person entitled to notice under subsection (a) or (b)
of Section 9‑5 or under Section 9‑6 was omitted from the petition to issue
letters or, if included in the petition, that notice to him was not mailed
or published under subsection (a) or (b) of Section 9‑5 or under Section
9‑6, whichever is applicable, and that no waiver of notice was filed by the
omitted or unnotified person, an amended petition shall be filed under the
applicable Section or subsection which shall include the omitted or
unnotified person. A copy of the amended petition and the order directing
that original letters of office issue shall be mailed to or published for
the omitted or unnotified person, as provided in Section 9‑5 or Section
9‑6, as the case may be, in the same manner as if the order were entered at
the time the amended petition was filed. The original order directing that
letters of office issue to the administrator is effective as to the omitted
or unnotified person as of the date the amended petition is filed and is
effective as to all other persons, including creditors, as of the date of
entry of the original order.
(Source: P.A. 85‑692.)
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(755 ILCS 5/Art. X heading)
ARTICLE X
ADMINISTRATORS TO COLLECT
755 ILCS 5/10‑1
(755 ILCS 5/10‑1) (from Ch. 110 1/2, par. 10‑1)
Sec. 10‑1.
Letters of administration to collect.) (a)
Upon the filing of a petition of any interested person or
upon its own motion, the court may issue letters of administration
to collect: (1) when any contingency happens which
is productive of delay in the issuance of letters of office
and it appears to the court that the estate of the decedent
is liable to waste, loss or embezzlement or (2) when a person
is missing from his usual place of residence and cannot
be located or while in military service is reported by the
federal government or an agency or department thereof as
missing or missing in action. In order to act as administrator
to collect one must be qualified to act as an administrator
under this Act.
(b) The selection of an administrator to collect for
the estate of a decedent is in the discretion of the
court, giving due consideration to the person named as executor
in the will or, if there is no will or if no executor is
named, to the preferences in Section 9‑3. The selection of
an administrator to collect for the estate of a missing person
must be in accordance with the preferences in Section 9‑3.
(Source: P.A. 79‑328.)
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755 ILCS 5/10‑2
(755 ILCS 5/10‑2) (from Ch. 110 1/2, par. 10‑2)
Sec. 10‑2.
Petition for letters of administration to
collect.) A person desiring to have letters of administration to
collect issued on the estate of a deceased or missing person
must file a petition therefor in the court of the proper county.
The petition must state, if known:
(a) the name and place of residence of the decedent at the
time of his death or the name and last known address of the
missing person; (b) the time and place of the decedent's
death or in the case of a missing person the facts and circumstances
as to his being missing or reported as missing or missing in action;
(c) the approximate value of the decedent's or missing person's real and
personal estate in this State and the amount of his anticipated gross
annual income from his real estate in this State; (d) in the case
of a missing person, the names and post office addresses
of his nearest relatives in the following order: the spouse
and adult children, if any; if none, the parents and adult
brothers and sisters, if any; if none, the nearest adult
kindred; (e) the name and address of the person proposed
as administrator to collect; and (f) the reason for the
issuance of letters.
(Source: P.A. 79‑328.)
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755 ILCS 5/10‑3
(755 ILCS 5/10‑3) (from Ch. 110 1/2, par. 10‑3)
Sec. 10‑3.
Administrator to collect for missing person ‑ notice.)
When letters of administration to collect are sought for the estate of a
missing person, the petitioner must publish a notice of the
hearing on the petition once a week for 3 successive weeks, the first
publication to be not less than 30 days before the hearing. The notice
must state the time and place of the hearing, the name of the missing
person and his last known address and the name and address of each of
his relatives listed in the petition. Not less than 20 days before the
hearing, the petitioner must send a
copy of the petition and notice by mail
to the missing person at his last known address and to each of his
relatives whose name and address is listed in the petition. If it
appears to the court that the estate of a missing person is liable to
waste, loss or embezzlement, the court may appoint an administrator to
collect for a missing person without prior notice in which event the
administrator (a) must forthwith
publish a notice stating that the person named
was appointed administrator to collect of the estate of the missing
person and that the appointment will remain in effect unless application
to vacate the order is made on or before a date designated by the court,
the notice to be published once a week for 3 successive weeks, the first
publication to be not less than 30 days before the designated date, and
(b) not less than 20 days before the designated date, shall send a copy
of the petition and notice by mail to the missing person at his last
known address and to each of his relatives whose name and address are
listed on the petition. The notice required by this Section must be
published in a newspaper of general circulation published in the county
where the petition is filed. The petitioner or administrator, as the
case may be, must file proof of mailing and publication with the clerk of the court.
(Source: P.A. 81‑1453.)
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755 ILCS 5/10‑4
(755 ILCS 5/10‑4) (from Ch. 110 1/2, par. 10‑4)
Sec. 10‑4.
Powers and duties of administrator to collect.)
An administrator to collect has power to sue for and collect
the personal estate and debts due the decedent or missing
person and by leave of court to exercise the powers vested by
law in an administrator. The provisions of this Act relating
to the sale, mortgage and leasing of real and personal estate
by resident administrators are applicable to sales, mortgages,
and leasing of real and personal estate by administrators to
collect. A suit commenced by an administrator to collect
does not abate by the revocation of his letters either before
or after judgment in the trial or reviewing court, but his
successor as representative or the missing person if his survival
is established, may be substituted in his stead in the
proceedings. When authorized by the court, an administrator
to collect of the estate of a missing person may make disbursements
to or for the benefit of his spouse, his children, including
children by adoption, any person to whom he stood
in the acknowledged relation of a parent, any person related
to him by blood or marriage who is dependent upon or entitled
to support from him and anyone to whom the missing person is
indebted and may perform the contracts of the missing person
which were legally subsisting at the time of his disappearance
and execute and deliver a deed, bill of sale or other instrument.
(Source: P.A. 79‑328.)
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755 ILCS 5/10‑5
(755 ILCS 5/10‑5) (from Ch. 110 1/2, par. 10‑5)
Sec. 10‑5.
Termination of powers.) On the issuance of
letters testamentary or of administration or the satisfactory
establishment of the survival and location of the missing person,
the powers of an administrator to collect cease and his letters
shall be revoked.
(Source: P.A. 79‑328.)
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(755 ILCS 5/Art. XI heading)
ARTICLE XI.
MINORS
755 ILCS 5/11‑1
(755 ILCS 5/11‑1) (from Ch. 110 1/2, par. 11‑1)
Sec. 11‑1.
Minor defined.) A minor is a person who has not
attained the age of 18 years. A person who has attained the age of 18 years
is of legal age for all purposes except as otherwise provided
in the Illinois Uniform Transfers to Minors Act.
(Source: P.A. 84‑915.)
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(755 ILCS 5/11‑3) (from Ch. 110 1/2, par. 11‑3)
Sec. 11‑3. Who may act as guardian.
(a) A person is
qualified to act
as guardian of the person and as
guardian of the estate if the court finds that the proposed guardian is capable of providing an active and suitable program of guardianship for the minor and that the proposed guardian: (1) has attained the age of 18 years; (2) is a resident of the United States; (3) is not of unsound mind; (4) is not an adjudged disabled person as defined in
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(5) has not been convicted of a felony, unless the
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court finds appointment of the person convicted of a felony to be in the minor's best interests, and as part of the best interest determination, the court has considered the nature of the offense, the date of offense, and the evidence of the proposed guardian's rehabilitation. No person shall be appointed who has been convicted of a felony involving harm or threat to a child, including a felony sexual offense.
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One person may be appointed guardian of the person and
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another person appointed guardian of the estate.
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(b) The Department of Human Services
or the Department of Children and Family Services may with the approval
of the court designate one of its employees to serve without fees as
guardian of the estate of a minor patient in a State mental hospital or
a resident in a State institution when the value of the personal estate
does not exceed $1,000.
(Source: P.A. 94‑579, eff. 8‑12‑05.)
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755 ILCS 5/11‑5
(755 ILCS 5/11‑5) (from Ch. 110 1/2, par. 11‑5)
Sec. 11‑5.
Appointment of guardian.
(a) Upon the filing of a petition for the appointment of a guardian or on
its own motion, the court may appoint a guardian of the estate or of both the
person and estate, of a minor, or may appoint a guardian of the person only of
a minor or minors, as the court finds to be in the best interest of the minor
or minors.
(a‑1) A parent, adoptive parent or adjudicated parent, whose parental rights
have not been terminated, may designate in any writing, including a will, a
person qualified to act under Section 11‑3 to be appointed as guardian of
the person or estate, or both, of an unmarried minor or of a child likely to be
born. A parent, adoptive parent or adjudicated parent, whose parental rights
have not been terminated, or a guardian or a standby guardian of an unmarried
minor or of a child likely to be born may designate in any writing, including a
will, a person qualified to act under Section 11‑3 to be appointed as successor
guardian of the minor's person or estate, or both. The designation must be
witnessed by 2 or more credible witnesses at least 18 years of age, neither of
whom is the person designated as the guardian. The designation may be proved
by any competent evidence. If the designation is executed and attested in the
same manner as a will, it shall have prima facie validity. The designation of a
guardian or successor guardian does not affect the rights of the other parent
in the minor.
(b) The court lacks jurisdiction to proceed on a petition for the
appointment of a guardian of a minor if (i) the minor has a living parent,
adoptive parent or adjudicated parent, whose parental rights have not been
terminated, whose whereabouts are known, and who is willing and able to make
and carry out day‑to‑day child care decisions concerning the minor, unless the
parent or parents consent to the appointment or, after receiving notice of the
hearing under Section 11‑10.1, fail to object to the appointment at the
hearing on the petition or (ii) there is a guardian for the minor appointed by
a court of competent jurisdiction. There shall be a rebuttable presumption
that a parent of a minor is willing and able to make and carry out
day‑to‑day child care decisions concerning the minor, but the presumption may
be rebutted by a preponderance of the evidence.
(b‑1) If the court finds the appointment of a guardian of the minor to be
in the best interest of the minor, and if a standby guardian has previously
been appointed for the minor under Section 11‑5.3, the court shall appoint the
standby guardian as the guardian of the person or estate, or both, of the minor
unless the court finds, upon good cause shown, that the appointment would no
longer be in the best interest of the minor.
(c) If the minor is 14 years of age or more, the minor may nominate the
guardian of the minor's person and estate, subject to approval of the court. If
the minor's nominee is not approved by the court or if, after notice to the minor, the minor fails to nominate a
guardian of the minor's person or estate, the court may appoint the guardian
without nomination.
(d) The court shall not appoint as guardian of the person of the minor any
person whom the court has determined had caused or substantially contributed to
the minor becoming a neglected or abused minor as defined in the Juvenile Court
Act of 1987 unless 2 years have elapsed since the last proven incident of abuse
or neglect and the court determines that appointment of such person as guardian
is in the best interests of the minor.
(e) Previous statements made by the minor relating to any allegations
that the minor is an abused or neglected child within the meaning of the
Abused and Neglected Child Reporting Act, or an abused or neglected minor
within the meaning of the Juvenile Court Act of 1987, shall be admissible
in evidence in a hearing concerning appointment of a guardian of the person
or estate of the minor. No such statement, however, if uncorroborated and
not subject to cross‑examination, shall be sufficient in itself to support
a finding of abuse or neglect.
(Source: P.A. 90‑430, eff. 8‑16‑97; 90‑472, eff. 8‑17‑97; 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11‑5.1
(755 ILCS 5/11‑5.1)
Sec. 11‑5.1.
(Repealed).
(Source: Repealed by P.A. 88‑529.)
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755 ILCS 5/11‑5.2
(755 ILCS 5/11‑5.2)
Sec. 11‑5.2.
(Repealed).
(Source: Repealed by P.A. 88‑529.)
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755 ILCS 5/11‑5.3
(755 ILCS 5/11‑5.3)
Sec. 11‑5.3.
Appointment of standby guardian.
(a) A parent, adoptive parent, or adjudicated parent whose parental
rights
have not been terminated,
or the guardian of the person of a minor
may designate in any writing, including a will, a
person qualified to act under Section 11‑3 to be appointed as standby
guardian of the person or estate, or both, of an unmarried minor or of a child
likely to be born. A parent, adoptive parent, or adjudicated parent
whose
parental rights have not been terminated,
or the guardian of the person of a minor
or a standby guardian of an unmarried
minor or of a child likely to be born may designate in any writing, including a
will, a person qualified to act under Section 11‑3 to be appointed as successor
standby guardian of the minor's person or estate, or both. The designation must
be witnessed by 2 or more credible witnesses at least 18 years of age, neither
of whom is the person designated as the standby guardian. The designation may
be proved by any competent evidence. If the designation is executed and
attested in the same manner as a will, it shall have prima facie validity.
The designation of a standby guardian or successor standby guardian does not
affect the rights of the other parent in the minor.
(b) Upon the filing of a petition for the appointment of a standby guardian,
the court may appoint a standby guardian of the person or estate, or both, of a
minor as the court finds to be in the best interest of the minor.
(c) The court lacks jurisdiction to proceed on a petition for the
appointment of a standby guardian of a minor if the minor has a living
parent, adoptive parent or adjudicated parent, whose parental rights have not
been terminated, whose whereabouts are known, and who is willing and able to
make and carry out day‑to‑day child care decisions concerning the minor, unless
the parent or parents consent to the appointment or, after receiving notice of
the hearing under Section 11‑10.1, fail to object to the appointment at the
hearing on the petition.
There shall be a rebuttable presumption
that a parent of a minor is willing and able to make and carry out
day‑to‑day child care decisions concerning the minor, but the presumption may
be rebutted by a preponderance of the evidence.
(d) The standby guardian shall take and file an oath or
affirmation that the standby guardian will faithfully discharge the duties
of the office of standby guardian according to law, and shall file in and have
approved by the court a bond binding the standby guardian so to do, but shall
not be required to file a bond until the standby guardian assumes all duties as
guardian of the minor under Section 11‑13.1.
(e) The designation of a standby guardian may, but need not, be in the
following form:
DESIGNATION OF STANDBY GUARDIAN
[IT IS IMPORTANT TO READ THE FOLLOWING INSTRUCTIONS:
A standby guardian is someone who has been appointed by the court as the
person who will act as guardian of the child when the child's parents or the
guardian of the person of the child
die or
are no longer willing or able to make and carry out day‑to‑day child care
decisions concerning the child. By properly completing this form, a parent or
the guardian of the person of the child
is naming the person that the parent or the
guardian
wants to be appointed as the standby guardian
of the child or children. Both parents of a child may join
together and co‑sign this form. Signing the form does not appoint the standby
guardian; to be appointed, a petition must be filed in and approved by the
court.]
1. Parent (or guardian) and Children. I, (insert |
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name of designating parent or guardian), currently residing at (insert address of designating parent or guardian), am a parent (or the guardian of the person) of the following child or children (or of a child likely to be born): (insert name and date of birth of each child, or insert the words "not yet born" to designate a standby guardian for a child likely to be born and the child's expected date of birth).
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2. Standby Guardian. I hereby designate the
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following person to be appointed as standby guardian for the child or children listed above (insert name and address of person designated).
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3. Successor Standby Guardian. If the person named
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in item 2 above cannot or will not act as standby guardian, I designate the following person to be appointed as successor standby guardian for the child or children: (insert name and address of person designated).
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4. Date and Signature. This designation is made
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this (insert day) day of (insert month and year).
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Signed: (designating parent or guardian)
5. Witnesses. I saw the parent (or the guardian of
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the person of the child) sign this designation or the parent (or the guardian of the person of the child) told me that (he or she) signed this designation. Then I signed the designation as a witness in the presence of the parent (or the guardian). I am not designated in this instrument to act as a standby guardian for the child or children. (insert space for names, addresses, and signatures of 2 witnesses).
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(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11‑5.4
(755 ILCS 5/11‑5.4)
Sec. 11‑5.4. Short‑term guardian.
(a) A parent, adoptive parent, or adjudicated parent whose parental
rights
have not been terminated,
or the guardian of the person of a minor
may appoint in writing, without court approval, a
short‑term guardian of an unmarried minor or a child likely to be born. The
written instrument appointing a short‑term guardian shall be dated and shall
identify the appointing parent
or guardian,
the minor, and the person appointed to be the
short‑term guardian. The written instrument shall be signed by, or at the
direction of, the appointing parent in the presence of at least 2 credible
witnesses at least 18 years of age, neither of whom is the person appointed as
the short‑term guardian. The person appointed as the short‑term guardian shall
also sign the written instrument, but need not sign at the same time as the
appointing parent.
(b) A parent or guardian shall not appoint a short‑term guardian of a
minor if the
minor has another living parent, adoptive parent or adjudicated parent, whose
parental rights have not been terminated, whose whereabouts are known, and who
is willing and able to make and carry out day‑to‑day child care decisions
concerning the minor, unless the nonappointing parent consents to the
appointment by signing the written instrument of appointment.
(c) The appointment of the short‑term guardian is effective immediately upon
the date the written instrument is executed, unless the written instrument
provides for the appointment to become effective upon a later specified date or
event. The short‑term guardian shall have authority to act as guardian of the
minor as provided in Section 11‑13.2 for a period of 365 days
from the date the appointment is effective, unless the written instrument
provides for the appointment to terminate upon an earlier specified date or
event. Only one written instrument appointing a short‑term guardian may be in
force at any given time.
(d) Every appointment of a short‑term guardian may be amended or revoked by
the appointing parent or by the appointing guardian of the person of the
minor
at any time and in any manner communicated to the
short‑term guardian or to any other person. Any person other than the
short‑term guardian to whom a revocation or amendment is communicated or
delivered shall make all reasonable efforts to inform the short‑term guardian
of that fact as promptly as possible.
(e) The appointment of a short‑term guardian or successor short‑term
guardian does not affect the rights of the other parent in the minor.
(f) The written instrument appointing a short‑term guardian may, but need
not, be in the following form:
APPOINTMENT OF SHORT‑TERM GUARDIAN
[IT IS IMPORTANT TO READ THE FOLLOWING INSTRUCTIONS:
By properly completing this form, a parent or the guardian
of the person of the child is appointing a guardian of
a child of the parent
(or a minor ward of the guardian, as the case may be)
for a period of up to 365 days. A separate form should be
completed for each child. The person appointed as
the guardian must sign the form, but need not do so at the same time as the
parent or parents or guardian.
This form may not be used to appoint a guardian if there is a guardian
already appointed for the child, except that if
a guardian of the person of the child has
been appointed, that guardian may use this form to appoint a
short‑term guardian.
Both living parents of a child may together
appoint a guardian of the child, or the
guardian of the person of the child may
appoint a guardian of the child,
for a period
of up to 365 days through the use
of this form.
If the short‑term guardian is appointed by both living parents of the
child,
the parents need not sign the form at the same time.]
1. Parent (or guardian) and Child. I, (insert name
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of appointing parent or guardian), currently residing at (insert address of appointing parent or guardian), am a parent (or the guardian of the person) of the following child (or of a child likely to be born): (insert name and date of birth of child, or insert the words "not yet born" to appoint a short‑term guardian for a child likely to be born and the child's expected date of birth).
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2. Guardian. I hereby appoint the following person
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as the short‑term guardian for the child: (insert name and address of appointed person).
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3. Effective date. This appointment becomes
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effective: (check one if you wish it to be applicable)
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( ) On the date that I state in writing that I
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am no longer either willing or able to make and carry out day‑to‑day child care decisions concerning the child.
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( ) On the date that a physician familiar with
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my condition certifies in writing that I am no longer willing or able to make and carry out day‑to‑day child care decisions concerning the child.
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( ) On the date that I am admitted as an
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in‑patient to a hospital or other health care institution.
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( ) On the following date: (insert date).
( ) Other: (insert other).
[NOTE: If this item is not completed, the appointment is effective
immediately upon the date the form is signed and dated below.]
4. Termination. This appointment shall terminate
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365 days after the effective date, unless it terminates sooner as determined by the event or date I have indicated below: (check one if you wish it to be applicable)
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( ) On the date that I state in writing that I
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am willing and able to make and carry out day‑to‑day child care decisions concerning the child.
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( ) On the date that a physician familiar with
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my condition certifies in writing that I am willing and able to make and carry out day‑to‑day child care decisions concerning the child.
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( ) On the date that I am discharged from the
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hospital or other health care institution where I was admitted as an in‑patient, which established the effective date.
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( ) On the date which is (state a number of
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days, but no more than 365 days) days after the effective date.
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( ) Other: (insert other).
[NOTE: If this item is not completed, the appointment will be effective for a
period of 365 days, beginning on the effective date.]
5. Date and signature of appointing parent or
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guardian. This appointment is made this (insert day) day of (insert month and year).
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Signed: (appointing parent)
6. Witnesses. I saw the parent (or the guardian of
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the person of the child) sign this instrument or I saw the parent (or the guardian of the person of the child) direct someone to sign this instrument for the parent (or the guardian). Then I signed this instrument as a witness in the presence of the parent (or the guardian). I am not appointed in this instrument to act as the short‑term guardian for the child. (Insert space for names, addresses, and signatures of 2 witnesses)
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7. Acceptance of short‑term guardian. I accept this
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appointment as short‑term guardian on this (insert day) day of (insert month and year).
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Signed: (short‑term guardian)
8. Consent of child's other parent. I, (insert name
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of the child's other living parent), currently residing at (insert address of child's other living parent), hereby consent to this appointment on this (insert day) day of (insert month and year).
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Signed: (consenting parent)
[NOTE: The signature of a consenting parent is not necessary if one of the
following applies: (i) the child's other parent has died; or (ii) the
whereabouts of the child's other parent are not known; or (iii) the child's
other parent is not willing or able to make and carry out day‑to‑day child care
decisions concerning the child; or (iv) the child's parents were never married
and no court has issued an order establishing parentage.]
(Source: P.A. 95‑568, eff. 6‑1‑08.)
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755 ILCS 5/11‑6
(755 ILCS 5/11‑6) (from Ch. 110 1/2, par. 11‑6)
Sec. 11‑6.
Venue.) If the minor is a resident of this State, the proceeding
shall be instituted in the court of the county in which he resides. If
the minor is not a resident of this State, the proceeding shall be instituted
in the court of a county in which his real or personal estate is located.
(Source: P.A. 80‑1415.)
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755 ILCS 5/11‑7
(755 ILCS 5/11‑7) (from Ch. 110 1/2, par. 11‑7)
Sec. 11‑7.
Parental right to custody.) If both
parents of a minor are living and are competent to transact their own
business and are fit persons, they are entitled to the custody
of the person of the minor and the direction of his education.
If one parent is dead and the surviving parent is competent to
transact his own business and is a fit person, he is similarly
entitled. The parents have equal powers, rights and duties
concerning the minor. If the parents live apart, the court for
good reason may award the custody and education of the minor
to either parent or to some other person.
(Source: P.A. 79‑328.)
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755 ILCS 5/11‑7.1
(755 ILCS 5/11‑7.1) (from Ch. 110 1/2, par. 11‑7.1)
Sec. 11‑7.1.
Visitation rights.
(a) Whenever both natural or adoptive parents of a minor are deceased,
visitation rights shall be granted to the grandparents of the
minor who are the parents of the minor's legal parents unless it is shown
that such visitation would be detrimental to the best interests and welfare
of the minor. In the discretion of the court, reasonable visitation rights
may be granted to any other relative of the minor or other person having an
interest in the welfare of the child. However, the court shall not grant
visitation privileges to any person who otherwise might have visitation
privileges under this Section where the minor has been adopted subsequent
to the death of both his legal parents except where such adoption is by a
close relative. For the purpose of this Section, "close relative" shall
include, but not be limited to, a grandparent, aunt, uncle, first cousin,
or adult brother or sister.
Where such adoption is by a close relative, the court shall not grant
visitation privileges under this Section unless the petitioner alleges and
proves that he or she has been unreasonably denied visitation with the
child. The court may grant reasonable visitation privileges upon finding
that such visitation would be in the best interest of the child.
An order denying visitation rights to grandparents of the minor shall be
in writing and shall state the reasons for denial. An order denying visitation
rights is a final order for purposes of appeal.
(b) Unless the court determines, after considering all relevant factors,
including but not limited to those set forth in Section 602(a) of the Illinois
Marriage and Dissolution of Marriage Act, that it would be in the best
interests of the child to allow visitation, the court shall not enter an order
providing visitation rights and pursuant to a motion to modify visitation
brought under Section 607(f) of the Illinois Marriage and Dissolution of
Marriage Act shall revoke visitation rights previously granted to any person
who would otherwise be entitled to petition for visitation rights under
this Section who has been convicted of first degree murder of the parent,
grandparent, great‑grandparent, or sibling of the child who is the subject of
the order. Until an order is entered pursuant to this subsection, no person
shall visit, with the child present, a person who has been convicted of first
degree murder of the parent, grandparent, great‑grandparent, or sibling of the
child without the consent of the child's parent, other than a parent convicted
of first degree murder as set forth herein, or legal guardian.
(Source: P.A. 90‑801, eff. 6‑1‑99.)
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755 ILCS 5/11‑8
(755 ILCS 5/11‑8) (from Ch. 110 1/2, par. 11‑8)
Sec. 11‑8.
Petition for guardian of minor.
(a) The petition for appointment of a
guardian of the estate, or of both the person and estate, of a minor, or for
appointment of the guardian of the person only of a minor or minors must state,
if known:
(1) the name, date of birth and residence of the minor; (2) the names and
post office addresses of the nearest relatives of the minor in the following
order: (i) the spouse, if any; if none, (ii) the
parents and adult brothers and
sisters, if any; if none, (iii) the nearest adult kindred; (3) the name
and post office address of the person having the custody of the minor; (4)
the approximate value of the personal estate; (5) the amount of the
anticipated
gross annual income and other receipts; (6) the name, post office
address
and, in case of an individual, the age and occupation of the proposed guardian;
(7) the facts concerning the execution or admission to probate of
the written
designation of the guardian, if any, a copy of which shall be attached to or
filed with the petition; and (8) the facts concerning any juvenile,
adoption,
parentage, dissolution, or guardianship court actions pending concerning the
minor or the parents of the minor and whether any guardian is currently acting
for the minor. In addition, if the petition seeks the appointment of a
previously appointed standby guardian as guardian of the minor, the petition
must also state: (9) the facts concerning the standby guardian's
previous
appointment and (10) the date of death of the minor's parent or
parents or the
facts concerning the consent of the minor's parent or parents to the
appointment of the standby guardian as guardian, or the willingness and ability
of the minor's parent or parents to make and carry out day‑to‑day child care
decisions concerning the minor.
(b) A single petition for appointment of only a guardian of the person of
a minor may include more than one minor. The statements required in items (1)
and (2) of subsection (a) shall be listed separately for each minor.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11‑8.1
(755 ILCS 5/11‑8.1)
Sec. 11‑8.1.
Petition for standby guardian of minor.
The petition for
appointment of a standby guardian of the person or the estate, or both, of a
minor must state, if known: (a) the name, date of birth, and residence of the
minor; (b) the names and post office addresses of the nearest relatives of the
minor in the following order: (1) the parents, if any; if none, (2) the adult
brothers and sisters, if any; if none, (3) the nearest adult kindred; (c) the
name and post office address of the person having custody of the minor; (d) the
name, post office address, and, in case of any individual, the age and
occupation of the proposed standby guardian; (e) the facts concerning the
consent of the minor's parent or parents or the guardian of
the person of the minor
to the appointment of the standby
guardian, or the willingness and ability of the minor's parent or parents, if
any,
or the guardian of the person of the minor
to make and carry out day‑to‑day child care decisions concerning the
minor; (f) the facts concerning the execution or admission to probate of the
written designation of the standby guardian, if any, a copy of which shall be
attached to or filed with the petition; and (g) the facts concerning any
juvenile, adoption, parentage, dissolution, or guardianship court actions
pending concerning the minor or the parents of the minor and whether any
guardian is currently acting for the minor.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11‑9
(755 ILCS 5/11‑9) (from Ch. 110 1/2, par. 11‑9)
Sec. 11‑9.
Domestic Violence: Order of Protection.
An order of
protection, as defined in the Illinois Domestic Violence Act of 1986, enacted by
the 84th General Assembly, may be issued in conjunction with a proceeding for
appointment of a guardian for a minor if the petition for an order of
protection alleges that a person who is party to or the subject of the
proceeding has been abused by or has abused a family or household member.
The Illinois Domestic Violence Act of 1986 shall govern the issuance, enforcement and
recording of orders of protection issued under this Section.
(Source: P.A. 84‑1305.)
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755 ILCS 5/11‑10.1
(755 ILCS 5/11‑10.1) (from Ch. 110 1/2, par. 11‑10.1)
Sec. 11‑10.1.
Procedure for appointment of a standby guardian or a guardian
of a minor.
(a) Unless excused by the court for good cause shown, it is the duty of the
petitioner to give notice of the time and place of the hearing on the petition,
in person or by mail, to the minor, if the minor is 14 years, or older, and to
the relatives of the minor whose names and addresses are stated in the
petition, not less than 3 days before the hearing, but failure to give notice
to any relative is not jurisdictional.
(b) In any proceeding for the appointment of a standby guardian or a
guardian the court may appoint a guardian ad litem to represent the minor in
the proceeding.
(Source: P.A. 88‑529.)
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755 ILCS 5/11‑11
(755 ILCS 5/11‑11) (from Ch. 110 1/2, par. 11‑11)
Sec. 11‑11.
Costs in certain cases.) No costs may be taxed or charged
by any public officer in any proceeding for the appointment of a
guardian or for any subsequent proceeding or report made in pursuance
of the appointment when the primary purpose of the appointment is any of
the following:
(a) The proper expenditure of public assistance awarded to the ward
under the provisions of any act of the General Assembly;
(b) The collection, disbursement or administering of money or assets
derived from money awarded to the ward by the Veterans Administration or
by any state or territory of the United States or the District of
Columbia as a veteran's benefit, but costs may be allowed, in the
discretion of the court, whenever there are assets from sources other
than the Veterans Administration;
(c) The management of the estate of a minor patient in a State mental
health or developmental disabilities facility when the value of the personal
estate does not exceed $1,000.
(Source: P.A. 80‑1415.)
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755 ILCS 5/11‑13
(755 ILCS 5/11‑13) (from Ch. 110 1/2, par. 11‑13)
Sec. 11‑13.
Duties of guardian of a minor.
Before a guardian of a
minor may act, the guardian shall be appointed by the court of the proper
county and, in the case of a guardian of the minor's estate, the guardian shall
give the bond prescribed in Section 12‑2. Except as provided in Section
11‑13.1 and Section 11‑13.2 with respect to the standby or short‑term guardian
of the person of a minor, the court shall have control over the person and
estate of the ward. Under the direction of the court:
(a) The guardian of the person shall have the custody, nurture and tuition
and shall provide education of the ward and of his children, but the ward's
spouse may not be deprived of the custody and education of the spouse's
children, without consent of the spouse, unless the court finds that the
spouse is not a fit and competent person to have such custody and education.
If the ward's estate is insufficient to provide for the ward's education
and the guardian of his person fails to provide education, the court may
award the custody of the ward to some other person for the purpose of providing
education. If a person makes a settlement upon or provision for the support
or education of a ward and if either parent of the ward is dead, the court
may make such order for the visitation of the ward by the person making
the settlement or provision as the court deems proper.
(b) The guardian or other representative of the ward's estate shall have
the care, management and investment of the estate, shall manage the estate
frugally and shall apply the income and principal of the estate so far as
necessary for the comfort and suitable support and education of the ward,
his children, and persons related by blood or marriage who are dependent
upon or entitled to support from him, or for any other purpose which the
court deems to be for the best interests of the ward, and the court may
approve the making on behalf of the ward of such agreements as the court
determines to be for the ward's best interests. The representative may
make disbursement of his ward's funds and estate directly to the ward or
other distributee or in such other manner and in such amounts as the court
directs. If the estate of a ward is derived in whole or in part from payments
of compensation, adjusted compensation, pension, insurance or other similar
benefits made directly to the estate by the Veterans Administration, notice of
the application for leave to invest or expend the ward's funds or estate,
together with a copy of the petition and proposed order, shall be given to the
Veterans' Administration Regional Office in this State at least 7 days before
the hearing on the application.
The court, upon petition of a guardian of the estate of a minor,
may permit the
guardian to make a will or create a revocable or irrevocable trust for the
minor that the court considers appropriate in light of changes in applicable
tax
laws that allow for minimization of State or federal income, estate, or
inheritance taxes; however, the will or trust
must make distributions only to the persons who would be entitled to
distributions if the minor were to die intestate and the will or trust must
make distributions to those persons in the same amounts to which they
would be entitled if the minor were to die intestate.
(c) Upon the direction of the court which issued his letters a
representative may perform the contracts of his ward which were legally
subsisting at the time of the commencement of the guardianship. The court may
authorize the guardian to execute and deliver any bill of sale, deed or other
instrument.
(d) The representative of the estate of a ward shall appear for and
represent the ward in all legal proceedings unless another person is appointed
for that purpose as representative or next friend. This does not impair the
power of any court to appoint a representative or next friend to defend the
interests of the ward in that court, or to appoint or allow any person as the
next friend of a ward to commence, prosecute or defend any proceeding in his
behalf. Any proceeding on behalf of a minor may be commenced and prosecuted by
his next friend, without any previous authority or appointment by the court if
the next friend enters bond for costs and files it in the court where the
proceeding is pending.
Without impairing the power of the court in any respect, if the
representative of the estate of a minor and another person as next friend shall
appear for and represent the minor in a legal proceeding in which the
compensation of the attorney or attorneys representing the guardian and next
friend is solely determined under a contingent fee arrangement, the guardian of
the estate of the minor shall not participate in or have any duty to review the
prosecution of the action, to participate in or review the appropriateness of
any settlement of the action, or to participate in or review any determination
of the
appropriateness of any fees awarded to the attorney or attorneys employed in
the prosecution of the action.
(e) Upon petition by any interested person (including the standby or
short‑term guardian), with such notice to interested persons as the court
directs and a finding by the court that it is in the best interest of the
minor, the court may terminate or limit the authority of a standby or
short‑term guardian or may enter such other orders as the court deems
necessary to provide for the best interest of the minor. The petition for
termination or limitation of the authority of a standby or short‑term guardian
may, but need not, be combined with a petition to have a guardian appointed for
the minor.
(Source: P.A. 90‑345, eff. 8‑8‑97; 91‑149, eff. 1‑1‑00.)
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755 ILCS 5/11‑13.1
(755 ILCS 5/11‑13.1)
Sec. 11‑13.1.
Duties of standby guardian of a minor.
(a) Before a standby guardian of a minor may act, the standby guardian must
be appointed by the court of the proper county and, in the case of a standby
guardian of the minor's estate, the standby guardian must give the bond
prescribed in subsection (d) of Section 11‑5.3 and Section 12‑2.
(b) The standby guardian shall not have any duties or authority to act until
the standby guardian receives knowledge (i) of the death or consent of the
minor's
parent or parents or of the guardian of the person of the
minor, or (ii)
the inability
of the minor's parent or parents
or of the guardian of the person of the minor
to make
and carry out day‑to‑day child care decisions concerning the minor for whom the
standby guardian has been appointed. This inability to make and carry out day‑to‑day child care decisions may be
communicated either by the parent's
or the guardian's
own admission or by the written
certification of the parent's
or guardian's
attending physician. Immediately upon receipt of
that knowledge, the standby guardian shall assume all duties as guardian of the
minor as previously determined by the order appointing the standby guardian,
and as set forth in Section 11‑13, and the standby guardian of the person shall
have the authority to act as guardian of the person without direction of court
for a period of up to 60 days, provided that the authority of the standby
guardian may be limited or terminated by a court of competent jurisdiction.
(c) Within 60 days of the standby guardian's receipt of knowledge of (i)
the
death or consent of the minor's parent or parents
or guardian or (ii)
the inability of the
minor's parent or parents
or guardian
to make and carry out day‑to‑day child care decisions
concerning the minor, the standby guardian shall file or cause to be filed a
petition for the appointment of a guardian of the person or estate, or both, of
the minor under Section 11‑5.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11‑13.2
(755 ILCS 5/11‑13.2)
Sec. 11‑13.2. Duties of short‑term guardian of a minor.
(a) Immediately upon the effective date of the appointment of a short‑term
guardian, the short‑term guardian shall assume all duties as short‑term
guardian of the minor as provided in this Section. The short‑term guardian of
the person shall have authority to act as short‑term guardian, without
direction of court, for the duration of the appointment, which in no case shall
exceed a period of 365 days. The authority of the short‑term guardian may be
limited or terminated by a court of competent jurisdiction.
(b) Unless further specifically limited by the instrument appointing the
short‑term guardian, a short‑term guardian shall have the authority to act as a
guardian of the person of a minor as prescribed in Section 11‑13, but shall not
have any authority to act as guardian of the estate of a minor, except that a
short‑term guardian shall have the authority to apply for and receive on behalf
of the minor benefits to which the child may be entitled from or under federal,
State, or local organizations or programs.
(Source: P.A. 95‑568, eff. 6‑1‑08.)
755 ILCS 5/11‑13.3
(755 ILCS 5/11‑13.3)
Sec. 11‑13.3.
Reliance on authority of guardian, standby guardian,
short‑term guardian.
(a) Every health care provider and other person (reliant) has the right to
rely on any decision or direction made by the guardian, standby guardian, or
short‑term guardian that is not clearly contrary to the law, to the same extent
and with the same effect as though the decision or direction had been made or
given by the parent. Any person dealing with the guardian, standby guardian,
or short‑term guardian may presume in the absence of actual knowledge to the
contrary that the acts of the guardian, standby guardian, or short‑term
guardian conform to the provisions of the law. A reliant shall not be
protected if the reliant has actual knowledge that the guardian, standby
guardian, or short‑term guardian is not entitled to act or that any particular
action or inaction is contrary to the provisions of the law.
(b) A health care provider (provider) who relies on and carries out a
guardian's, standby guardian's, or short‑term guardian's directions and who
acts with due care and in accordance with the law shall not be subject to any
claim based on lack of parental consent, or to criminal prosecution, or to
discipline for unprofessional conduct. Nothing in this Section shall be deemed
to protect a provider from liability for the provider's own negligence in the
performance of the provider's duties or in carrying out any instructions of the
guardian, standby guardian, or short‑term guardian, and nothing in this Section
shall be deemed to alter the law of negligence as it applies to the acts of any
guardian, standby guardian, or short‑term guardian or provider.
(c) A guardian, standby guardian, or short‑term guardian who acts or
refrains from acting is not subject to criminal prosecution or any claim based
upon lack of his or her authority or failure to act, if the act or failure to
act was with due care and in accordance with law. The guardian, standby
guardian, or short‑term guardian shall not be liable merely because he or she
may benefit from the act, has individual or conflicting interests in relation
to the care and affairs of the parent, or acts in a different manner with
respect to the parent's and guardian's, standby guardian's, or short‑term
guardian's own care or interests.
(Source: P.A. 89‑438, eff. 12‑15‑95.)
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755 ILCS 5/11‑14.1
(755 ILCS 5/11‑14.1) (from Ch. 110 1/2, par. 11‑14.1)
Sec. 11‑14.1.
Revocation of letters.
Upon the minor reaching the age
of majority, the letters of office shall be revoked only as to that minor
and the guardianship over that minor shall be terminated. The letters of
office and the guardianship shall remain as to any other minors included in the
same letters of office or guardianship order.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11‑18
(755 ILCS 5/11‑18) (from Ch. 110 1/2, par. 11‑18)
Sec. 11‑18.
Successor guardian.
Upon the death, incapacity, resignation
or removal of a standby guardian or a guardian, the court may appoint a
successor standby guardian or a successor guardian.
(Source: P.A. 88‑529.)
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(755 ILCS 5/Art. XIa heading)
ARTICLE XIa
GUARDIANS FOR DISABLED ADULTS
755 ILCS 5/11a‑1
(755 ILCS 5/11a‑1) (from Ch. 110 1/2, par. 11a‑1)
Sec. 11a‑1.
Developmental disability defined.) "Developmental disability"
means a disability which is attributable to: (a) mental retardation, cerebral
palsy, epilepsy or autism; or to (b) any other condition which results in
impairment similar to that caused by mental retardation and which requires
services similar to those required by mentally retarded persons. Such disability
must originate before the age of 18 years, be expected to continue indefinitely,
and constitute a substantial handicap.
(Source: P.A. 80‑1415.)
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755 ILCS 5/11a‑2
(755 ILCS 5/11a‑2) (from Ch. 110 1/2, par. 11a‑2)
Sec. 11a‑2. "Disabled person" defined.) "Disabled person" means a person
18 years or older who (a) because of mental deterioration or physical
incapacity is not fully able to manage his person or estate, or (b) is a person
with mental illness or a person with a developmental disability and who because
of his mental illness or developmental disability is not fully able to manage
his person or estate, or (c) because of gambling, idleness, debauchery or
excessive use of intoxicants or drugs, so spends or wastes his estate as to
expose himself or his family to want or suffering, or (d) is diagnosed with fetal alcohol syndrome or fetal alcohol effects.
(Source: P.A. 95‑561, eff. 1‑1‑08.)
755 ILCS 5/11a‑3
(755 ILCS 5/11a‑3) (from Ch. 110 1/2, par. 11a‑3)
Sec. 11a‑3.
Adjudication of disability; Power to appoint guardian.
(a) Upon the filing of a petition by a reputable person or by the alleged
disabled person himself or on its own motion, the court may adjudge a person
to be a disabled person, but only if it has been demonstrated by clear and
convincing evidence that the person is a disabled person as defined in Section
11a‑2. If the court adjudges a person to be a disabled person, the court may appoint (1) a guardian of his person, if it has been demonstrated
by clear and convincing evidence that because of his disability he lacks
sufficient understanding or capacity
to make or communicate responsible decisions concerning the care of his
person, or (2) a guardian of his estate, if it has been demonstrated by clear
and convincing evidence that because of his disability he
is unable to manage his estate
or financial affairs, or (3) a guardian of his person and of his estate.
(b) Guardianship shall be utilized only as is necessary to promote
the well‑being of the disabled person, to protect him from neglect,
exploitation, or abuse, and to encourage development of his maximum
self‑reliance and independence. Guardianship shall be ordered only to
the extent necessitated by the individual's actual mental, physical and
adaptive limitations.
(Source: P.A. 93‑435, eff. 1‑1‑04.)
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755 ILCS 5/11a‑3.1
(755 ILCS 5/11a‑3.1)
Sec. 11a‑3.1.
Appointment of standby guardian.
(a) The guardian of a disabled person may designate in any writing,
including a will, a person qualified to
act under Section 11a‑5 to be appointed as standby guardian of the person or
estate, or both, of the disabled person. The
guardian may designate in any writing,
including a will, a person qualified to act under Section 11a‑5 to be appointed
as successor standby guardian of the disabled person's person or estate, or
both. The designation must be witnessed by 2 or more credible witnesses at
least 18 years of age, neither of whom is the person designated as the
standby guardian. The designation may be proved by any competent evidence. If
the designation is executed and attested in the same manner as a will, it shall
have prima facie validity.
Prior to designating a proposed standby guardian, the guardian shall consult
with the disabled person to determine the disabled person's preference as to
the person who will serve as standby guardian. The guardian shall give due
consideration to the preference of the disabled person in selecting a standby
guardian.
(b) Upon the filing of a petition for the appointment of a standby guardian,
the court may appoint a standby guardian of the person or estate, or both, of
the disabled person as the court finds to be in the best interest of the
disabled person.
The court shall apply the same standards used in determining the suitability
of a plenary or limited guardian in determining the suitability of a standby
guardian, giving due consideration to the preference of the disabled person as
to a standby guardian.
The court may not appoint the Office of State Guardian, pursuant to
Section 30 of the Guardianship and Advocacy Act, or a public guardian, pursuant
to Section 13‑5 of this Act, as a standby guardian, without the written consent
of the State Guardian or public guardian or an authorized representative of the
State Guardian or public guardian.
(c) The standby guardian shall take and file an oath or affirmation that the
standby guardian will faithfully discharge the duties of the office of standby
guardian according to law, and shall file in and have approved by the court a
bond binding the standby guardian so to do, but shall not be required to file a
bond until the standby guardian assumes all duties as guardian of the disabled
person under Section 11a‑18.2.
(d) The designation of a standby guardian may, but need not, be in the
following form:
DESIGNATION OF STANDBY GUARDIAN
[IT IS IMPORTANT TO READ THE FOLLOWING INSTRUCTIONS:
A standby guardian is someone who has been appointed |
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by the court as the person who will act as guardian of the disabled person when the disabled person's guardian dies or is no longer willing or able to make and carry out day‑to‑day care decisions concerning the disabled person. By properly completing this form, a guardian is naming the person that the guardian wants to be appointed as the standby guardian of the disabled person. Signing the form does not appoint the standby guardian; to be appointed, a petition must be filed in and approved by the court.]
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1. Guardian and Ward. I, (insert name of designating
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guardian), currently residing at (insert address of designating guardian), am the guardian of the following disabled person: (insert name of ward).
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2. Standby Guardian. I hereby designate the
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following person to be appointed as standby guardian for my ward listed above: (insert name and address of person designated).
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3. Successor Standby Guardian. If the person named
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in item 2 above cannot or will not act as standby guardian, I designate the following person to be appointed as successor standby guardian for my ward: (insert name and address of person designated).
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4. Date and Signature. This designation is made
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this (insert day) day of (insert month and year).
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Signed: (designating guardian)
5. Witnesses. I saw the guardian sign this
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designation or the guardian told me that the guardian signed this designation. Then I signed the designation as a witness in the presence of the guardian. I am not designated in this instrument to act as a standby guardian for the guardian's ward. (insert space for names, addresses, and signatures of 2 witnesses)
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(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11a‑3.2
(755 ILCS 5/11a‑3.2)
Sec. 11a‑3.2.
Short‑term guardian.
(a) The guardian of a disabled person
may appoint in writing, without court approval, a short‑term guardian
of the disabled person
to take over the guardian's duties, to the extent provided in Section
11a‑18.3, each time the guardian is unavailable or unable to carry out those
duties. The guardian shall consult with the disabled person to determine the
disabled person's preference concerning the person to be appointed as
short‑term guardian and the guardian shall give due consideration to the
disabled person's preference in choosing a short‑term guardian.
The written instrument appointing a short‑term
guardian shall be dated and shall identify the appointing guardian, the
disabled person, the person appointed to be the short‑term guardian, and the
termination date of the appointment. The
written instrument shall be signed by, or at the direction of, the appointing
guardian in the presence of at least 2 credible witnesses at least 18 years of
age, neither of whom is the person appointed as the short‑term guardian.
The person appointed as the short‑term guardian shall also sign the written
instrument, but need not sign at the same time as the appointing guardian.
A guardian may not appoint the Office of State Guardian or a public guardian
as a short‑term guardian, without the written consent of the State Guardian or
public guardian or an authorized representative of the State Guardian or public
guardian.
(b) The appointment of the short‑term guardian is effective immediately upon
the date the written instrument is executed, unless the written instrument
provides for the appointment to become effective upon a later specified date or
event. A short‑term guardian appointed by the guardian shall have authority to
act as guardian of the
disabled person for a cumulative total of 60 days during any 12 month period.
Only one written instrument appointing a short‑term guardian may be in force at
any given time.
(c) Every appointment of a short‑term guardian may be amended or revoked by
the appointing guardian at any time and in any manner communicated to the
short‑term guardian or to any other person. Any person other than the
short‑term guardian to whom a revocation or amendment is communicated or
delivered shall make all reasonable
efforts to inform the short‑term guardian of that fact as promptly as possible.
(d) The appointment of a short‑term guardian or successor short‑term
guardian does not affect the rights in the disabled person of any guardian
other than the
appointing guardian.
(e) The written instrument appointing a short‑term guardian may, but need
not, be in the following form:
APPOINTMENT OF SHORT‑TERM GUARDIAN
[IT IS IMPORTANT TO READ THE FOLLOWING INSTRUCTIONS:
By properly completing this form, a guardian is |
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appointing a short‑term guardian of the disabled person for a cumulative total of up to 60 days during any 12 month period. A separate form shall be completed each time a short‑term guardian takes over guardianship duties. The person or persons appointed as the short‑term guardian shall sign the form, but need not do so at the same time as the guardian.]
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1. Guardian and Ward. I, (insert name of appointing
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guardian), currently residing at (insert address of appointing guardian), am the guardian of the following disabled person: (insert name of ward).
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2. Short‑term Guardian. I hereby appoint the
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following person as the short‑term guardian for my ward: (insert name and address of appointed person).
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3. Effective date. This appointment becomes
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effective: (check one if you wish it to be applicable)
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( ) On the date that I state in writing that I am no
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longer either willing or able to make and carry out day‑to‑day care decisions concerning my ward.
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( ) On the date that a physician familiar with my
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condition certifies in writing that I am no longer willing or able to make and carry out day‑to‑day care decisions concerning my ward.
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( ) On the date that I am admitted as an in‑patient
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to a hospital or other health care institution.
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( ) On the following date: (insert date).
( ) Other: (insert other).
[NOTE: If this item is not completed, the
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appointment is effective immediately upon the date the form is signed and dated below.]
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4. Termination. This appointment shall terminate
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on: (enter a date corresponding to 60 days from the current date, less the number of days within the past 12 months that any short‑term guardian has taken over guardianship duties), unless it terminates sooner as determined by the event or date I have indicated below: (check one if you wish it to be applicable)
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( ) On the date that I state in writing that I am
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willing and able to make and carry out day‑to‑day care decisions concerning my ward.
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( ) On the date that a physician familiar with my
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condition certifies in writing that I am willing and able to make and carry out day‑to‑day care decisions concerning my ward.
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( ) On the date that I am discharged from the
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hospital or other health care institution where I was admitted as an in‑patient, which established the effective date.
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( ) On the date which is (state a number of days)
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days after the effective date.
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( ) Other: (insert other).
[NOTE: If this item is not completed, the
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appointment will be effective until the 60th day within the past year during which time any short‑term guardian of this ward had taken over guardianship duties from the guardian, beginning on the effective date.]
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5. Date and signature of appointing guardian. This
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appointment is made this (insert day) day of (insert month and year).
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Signed: (appointing guardian)
6. Witnesses. I saw the guardian sign this
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instrument or I saw the guardian direct someone to sign this instrument for the guardian. Then I signed this instrument as a witness in the presence of the guardian. I am not appointed in this instrument to act as the short‑term guardian for the guardian's ward. (insert space for names, addresses, and signatures of 2 witnesses)
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7. Acceptance of short‑term guardian. I accept this
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appointment as short‑term guardian on this (insert day) day of (insert month and year).
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Signed: (short‑term guardian)
(f) Each time the guardian appoints a short‑term guardian, the guardian
shall: (i) provide the disabled person with the name, address, and telephone
number of the short‑term guardian; (ii) advise the disabled person that he has
the right to object to the appointment of the short‑term guardian by filing a
petition in court; and (iii) notify the disabled person when the short‑term
guardian will be taking over guardianship duties and the length of time that
the short‑term guardian will be acting as guardian.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11a‑4
(755 ILCS 5/11a‑4) (from Ch. 110 1/2, par. 11a‑4)
Sec. 11a‑4.
Temporary guardian.
Prior to the appointment of a guardian
under this Article, pending an appeal in relation to the
appointment, or
pending the
completion of a citation proceeding brought pursuant to Section 23‑3 of this
Act,
the court may appoint a temporary guardian upon a showing of the necessity
therefor for the immediate welfare and protection of the alleged
disabled person or his estate
on such notice and subject to such conditions as the court may prescribe.
In determining the necessity for temporary guardianship, the immediate
welfare and protection of the alleged disabled person and his or her estate
shall be
of paramount concern, and the interests of the petitioner, any care provider,
or any other party shall not outweigh the interests of the alleged disabled
person.
The temporary guardian shall have all of the powers and duties of a guardian
of the person or of the estate which are specifically enumerated by court
order. The court order shall state the actual harm identified by the court
that necessitates temporary guardianship. The temporary guardianship shall
expire within 60 days after the
appointment or whenever a guardian is regularly appointed, whichever occurs
first.
Except pending the disposition on appeal of an adjudication of disability, no
extension shall be granted.
However, the ward shall have the right any time after the appointment
of a temporary guardian is made to petition the court to revoke the appointment
of the temporary guardian.
(Source: P.A. 89‑396, eff. 8‑20‑95; 90‑250, eff. 7‑29‑97.)
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(755 ILCS 5/11a‑5) (from Ch. 110 1/2, par. 11a‑5)
Sec. 11a‑5. Who may act as guardian.
(a) A person is qualified to act as guardian of the person and as guardian of the
estate of a disabled person if the court finds that the proposed guardian is capable of providing an active and suitable program of guardianship for the disabled person and that the proposed guardian: (1) has attained the age of 18 years; (2) is a resident of the United States; (3) is not of unsound mind; (4) is not an adjudged disabled person as defined in
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(5) has not been convicted of a felony, unless the
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court finds appointment of the person convicted of a felony to be in the disabled person's best interests, and as part of the best interest determination, the court has considered the nature of the offense, the date of offense, and the evidence of the proposed guardian's rehabilitation. No person shall be appointed who has been convicted of a felony involving harm or threat to an elderly or disabled person, including a felony sexual offense.
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(b) Any public agency, or not‑for‑profit corporation found capable by
the court of providing an active and suitable program of guardianship for
the disabled person, taking into consideration the nature of such person's
disability and the nature of such organization's services, may be appointed
guardian of the person or of the estate, or both, of the disabled person.
The court shall not appoint as guardian an agency which is directly
providing residential services to the ward. One person or agency may be
appointed guardian of the person and another person or agency appointed
guardian of the estate.
(c) Any corporation qualified to accept and execute trusts in this State
may be appointed guardian of the estate of a disabled person.
(Source: P.A. 94‑579, eff. 8‑12‑05.)
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755 ILCS 5/11a‑6
(755 ILCS 5/11a‑6) (from Ch. 110 1/2, par. 11a‑6)
Sec. 11a‑6.
Designation of Guardian.) A person, while of sound mind
and memory, may designate in writing a person, corporation or public agency
qualified to act under Section 11a‑5, to be
appointed as guardian or as successor guardian of his person or of his
estate or both, in the event he is
adjudged to be a disabled person. The designation may be proved
by any competent
evidence, but if it is executed and attested in the same manner as a
will, it shall have prima facie validity. If the court finds that the
appointment of the one designated will serve the best interests and
welfare of the ward, it shall make the appointment in accordance with
the designation. The selection of the guardian shall be in the
discretion of the court whether or not a designation is made.
(Source: P.A. 81‑795.)
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755 ILCS 5/11a‑7
(755 ILCS 5/11a‑7) (from Ch. 110 1/2, par. 11a‑7)
Sec. 11a‑7.
Venue.) If the alleged ward is a resident of this State,
the proceeding shall be instituted in the court of the county in which he
resides. If the alleged ward is not a resident of this State, the proceeding
shall be instituted in the court of a county in which his real or personal
estate is located.
(Source: P.A. 80‑1415.)
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755 ILCS 5/11a‑8
(755 ILCS 5/11a‑8) (from Ch. 110 1/2, par. 11a‑8)
Sec. 11a‑8.
Petition.
The petition
for adjudication of disability and for the
appointment of a guardian of the estate or the person or both of an alleged
disabled person must state, if known or reasonably ascertainable: (a) the
relationship
and interest of the petitioner to the respondent; (b) the name, date of
birth, and place
of residence of the respondent; (c) the reasons for the guardianship;
(d) the name and post office address of the respondent's guardian, if
any, or of the respondent's agent or agents appointed under the Illinois
Power
of Attorney Act, if any; (e) the name and post office addresses of the
nearest relatives of
the respondent in the following order: (1) the spouse and adult
children, parents and adult brothers and
sisters, if any; if none, (2) nearest adult kindred known to
the
petitioner; (f) the name and address of the person with whom or the
facility in which the respondent is residing; (g) the approximate value
of the personal and real estate; (h) the amount of the anticipated annual gross
income and other receipts; (i) the name, post office address and in case
of an individual, the age, relationship to the respondent and occupation of
the proposed guardian.
In addition, if the petition seeks the appointment of a previously appointed
standby guardian as guardian of the disabled person, the petition must also
state: (j) the facts concerning the standby guardian's previous appointment and
(k) the date of death of the disabled person's guardian or the facts concerning
the consent of the disabled person's guardian to the appointment of the standby
guardian as guardian, or the willingness and ability of the disabled person's
guardian to make and carry out day‑to‑day care decisions concerning the
disabled person.
A petition for adjudication of disability and the appointment of a guardian
of the estate or the person
or both of an alleged disabled person may not be dismissed or
withdrawn without
leave of the court.
(Source: P.A. 89‑396, eff. 8‑20‑95; 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11a‑8.1
(755 ILCS 5/11a‑8.1)
Sec. 11a‑8.1.
Petition for standby guardian of disabled person.
The
petition for appointment of a standby guardian of the person or the estate, or
both, of a disabled person must state, if known: (a) the name, date of birth,
and
residence of the disabled person; (b) the names and post office addresses of
the nearest relatives of the disabled person in the following order: (1) the
spouse and adult children, parents and adult brothers and sisters, if any; if
none, (2) nearest adult kindred known to the petitioner; (c) the name and post
office address of the
person having guardianship of the disabled person, and of any person or persons
acting as agents of the disabled person under
the Illinois Power of Attorney Act; (d) the name, post office
address, and, in case of any individual, the age and occupation of the proposed
standby guardian; (e) the preference of the disabled person as to the choice of
standby guardian; (f) the facts concerning the consent of the disabled
person's guardian to the appointment of the standby guardian, or the
willingness and ability of the disabled person's guardian to make and
carry out day‑to‑day care decisions concerning the disabled person; (g) the
facts concerning the execution or admission to probate of the written
designation of the standby guardian, if any, a copy of which shall be attached
to or filed with the petition; (h) the facts concerning any guardianship
court actions pending concerning the disabled person; and (i) the facts
concerning the willingness of the proposed standby
guardian to serve, and in the case of the Office of State Guardian and any
public guardian, evidence of a written acceptance to serve signed by the State
Guardian or public guardian or an authorized representative of the State
Guardian or public guardian, consistent with subsection (b) of Section
11a‑3.1.
(Source: P.A. 90‑796, eff. 12‑15‑98.)
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755 ILCS 5/11a‑9
(755 ILCS 5/11a‑9) (from Ch. 110 1/2, par. 11a‑9)
Sec. 11a‑9.
Report.)
(a) The petition for adjudication of disability
and for appointment of a guardian
should be accompanied by a report which contains (1) a description of
the nature and type of the respondent's disability and an assessment of how
the disability impacts on the ability of the respondent to make decisions or
to function independently; (2) an analysis and results of evaluations of
the respondent's mental and physical condition and, where
appropriate, educational condition, adaptive behavior and social skills,
which have been performed within 3 months of the date of the filing of the
petition; (3) an opinion as to whether guardianship is
needed, the type and scope of the guardianship needed, and the reasons
therefor; (4) a recommendation as to the most suitable living arrangement
and, where appropriate, treatment or habilitation plan for the respondent
and the reasons therefor; (5) the signatures of all persons who performed
the evaluations upon which the report is based, one of whom shall be
a licensed physician and a statement of the certification, license, or other
credentials that qualify the evaluators who prepared the report.
(b) If for any reason no report accompanies the petition, the court
shall order appropriate evaluations to be performed by a qualified
person or persons and a report prepared and filed with the court at least
10 days prior to the hearing.
(c) Unless the court otherwise directs, any report prepared pursuant
to this Section shall not be made
part of the public record of the proceedings but shall be available to
the court or an appellate court in which the proceedings are subject to
review, to the respondent, the petitioner, the guardian, and their
attorneys, to the
respondent's guardian ad litem, and to such other persons as the court
may direct.
(Source: P.A. 89‑396, eff. 8‑20‑95.)
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755 ILCS 5/11a‑10
(755 ILCS 5/11a‑10) (from Ch. 110 1/2, par. 11a‑10)
Sec. 11a‑10. Procedures preliminary to hearing.
(a) Upon the filing of a petition pursuant to Section 11a‑8, the court shall
set a date and place for hearing to take place within 30 days. The court
shall appoint a guardian ad litem to report to the court concerning the
respondent's best interests consistent with the provisions of this Section,
except that
the appointment of a guardian ad litem shall not be required when
the court determines that such appointment is not necessary for the protection
of the respondent or a reasonably informed decision on the petition.
If the guardian ad litem is not a licensed attorney, he or she
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