In re Guardianship of Hunt
CourtAppellate Court of Illinois
Date FiledOctober 27, 2026
Docket5-26-0163
StatusUnpublished
📰 News Coverage: Read the LAWS.com news report on this case
Full Opinion
NOTICE
2026 IL App (5th) 260163-U
NOTICE
Decision filed 10/27/26. The
This order was filed under
text of this decision may be NO. 5-26-0163 Supreme Court Rule 23 and is
changed or corrected prior to
not precedent except in the
the filing of a Petition for IN THE limited circumstances allowed
Rehearing or the disposition of
under Rule 23(e)(1).
the same.
APPELLATE COURT OF ILLINOIS
FIFTH DISTRICT
______________________________________________________________________________
In re GUARDIANSHIP OF MARY L. HUNT, Alleged ) Appeal from the
Disabled Adult ) Circuit Court of
) Champaign County.
(Craig R. Hunt, )
)
Petitioner-Appellee, )
)
v. ) No. 25-GR-134
)
Mary L. Hunt, ) Honorable
) Chad S. Beckett,
Respondent-Appellant). ) Judge, presiding.
______________________________________________________________________________
JUSTICE VAUGHAN delivered the judgment of the court.
Justices Sholar and Hackett concurred in the judgment.
ORDER
¶1 Held: The circuit court’s order requiring a 92-year-old respondent to travel from
California to Illinois for a medical evaluation and GAL observation was an abuse
of discretion.
¶2 Respondent, Mary L. Hunt, appeals from the circuit court’s January 28, 2026, order
compelling her to submit to medical evaluations in Illinois and its February 13, 2026, order
denying her motion for reconsideration. Mary contests the court’s authority to require her to travel
from California to the evaluation sites in Illinois. She further contends that even if the circuit court
had authority to compel her to travel for the evaluations, the court abused its discretion by requiring
the travel. For the following reasons, we reverse the circuit court’s order.
1
¶3 I. BACKGROUND
¶4 On November 17, 2025, petitioner, Craig Hunt, filed a verified petition requesting
adjudication of his mother, Mary Hunt, as a disabled person and an order appointing himself as
the temporary and plenary guardian over Mary and her estate. He also filed an emergency petition
for temporary guardianship over Mary. The following day, an ex parte hearing was held on Craig’s
emergency petition. Testimony was provided by Laura Cannales and Craig.
¶5 Laura testified that for the last six and a half years, she was the general caretaker for Mary
and Mary’s husband, Lin Hunt. Lin passed away on November 4, 2025. Mary and Lin lived in
Champaign, Illinois, and Laura would take them to appointments, clean their house, do laundry,
and ensure their medications were taken. She occasionally interacted with Craig as he lived next
door to his parents. She stated that Mary, just prior to her husband’s death, was “fairly healthy”
although she had stomach issues and her memory was declining. After Lin died, Laura only saw
Mary two or three more times and during those visits Mary was depressed and quiet. Laura had
not spoken or texted with Mary since the previous Friday, November 14, 2025. She stated that
Craig contacted her on Monday stating that he had not seen any movement at his mother’s house
and was concerned. On Monday, Mary’s daughter, Peggy, called Laura and asked her to cancel
Mary’s appointments. Laura told Peggy that Mary had a prescription ready and Peggy said she
would take care of that. Laura did not know if Mary was still in her home. Laura was concerned
about Mary taking her medications. She agreed that Mary had declined mental ability and was
subject to confusion and forgetfulness. She stated that Mary could ambulate despite a bad left ankle
and used a walker to get around. Mary did not drive. Laura would grocery shop for Mary and Lin
after Mary provided a list.
2
¶6 Craig testified that he was an attorney, Mary was his mother, and that he and his wife lived
next to Mary in condominiums with a shared roof. He stated that Mary’s mental health had been
declining over time evidenced by her repeating the same statements and confusion. He stated that
Mary became very depressed following his father’s death and was not functioning well. Craig
would visit every morning and evening. His wife often cooked meals for his parents. Craig stated
that he valued his relationship with his parents and believed they felt the same. He further clarified
that Mary’s trust owned her condominium.
¶7 Craig stated that he had an older sister, Peggy Ekstrom, and a younger sister, Karen Clark.
Peggy lived in California and Karen lived in Nevada. He stated that Peggy was anti-vaccination,
and he was worried about his mother being with Peggy because during COVID he ensured that his
parents received the COVID vaccinations. Craig had a meeting with Mary on Friday, November
14, 2025, at her home. The meeting was attended by Bill Scott, who was Mary’s attorney, as well
as Ryan Hunt (Craig’s son), Peggy, Rachel Bosma (Mary’s granddaughter), and Rachel’s husband,
Phil Bosma. At the meeting, Mary’s trust was amended. On Monday, when Craig went to visit
Mary, the house was vacant. Mary took everything but her walker. Peggy, Rachel, and Phil, who
stayed with Mary the previous two weeks, were also gone. No note was left and Craig called 911.
¶8 An officer took Craig’s statement and unsuccessfully tried to call Mary, Peggy, Rachel,
and Phil. On Monday, Mary’s attorney, Bill, received an email from a lawyer in Chicago; however,
the email did not provide Mary’s location. Craig stated that he had no idea where his mother was
and was very concerned because it was the longest time he ever went without speaking to his
mother. He was worried about her physical and mental health and whether she had access to her
medications. He believed Mary was “highly at risk” for personal or financial exploitation.
3
¶9 Following the hearing, the court found it was necessary to appoint a temporary guardian
for Mary’s immediate welfare and protection of both her and her estate. The court also found that
Craig was a fit and proper person to serve as temporary guardian of Mary, and therefore, appointed
Craig as Mary’s temporary guardian of her person and estate. The court set the plenary
guardianship matter for a hearing on January 6, 2026. On November 21, 2025, the circuit court
appointed Ellen Beattie to serve as Mary’s guardian ad litem (GAL).
¶ 10 Mary voluntarily met with the GAL via a videoconference interview on December 17,
2025, and the GAL issued a written report on December 19, 2025. The report noted “noticeable
memory difficulties, including repetition of the same concerns and difficulty recalling details when
asked follow-up questions.” The report further indicated that “Mary repeatedly expressed anger
and disappointment toward her son, Craig” calling him “controlling” and “dishonest” and stating
that she did not want contact with him. However, “Mary had difficulty explaining the reason for
her anger.” Mary indicated that Craig used her credit card to purchase items she did not authorize
but could not recall the specific items. Mary further asserted that Craig either forged her signature
on a deed or tricked her into signing the deed that transferred her interest in her residence to a life
estate for her husband and the remainder to Craig. She expressed fear of Craig knowing her
location because he would take “advantage of her emotionally and financially.” Mary was adamant
that she did not need a guardian and did not want one appointed. The report noted a diagnosis of a
“mild cognitive impairment” which the GAL stated was evident by Mary’s short-term memory
and inability to recall specifics related to alleged financial misconduct but concluded that
“[d]espite memory challenges, Mary appeared to understand the nature of the conversation and
was able to articulate her preferences and concerns.”
4
¶ 11 Mary advised the GAL that she managed her own financial affairs and the GAL noted that
“[t]here was no indication during the interview that [Mary] was currently unable to attend to basic
activities of daily living.” The GAL also reviewed medical records that diagnosed mild cognitive
impairment but stated that Mary “demonstrated good insight; was oriented to person, place, and
time; understood her medications and medical conditions; and was able to clearly express her
wishes.” The medical records noted that 91-year-old Mary used a walker or a wheelchair
depending on her destination and opined that Mary was “competent to make her own decisions
regarding her medical care, finances, and living arrangements.” The medical records also stated
that Mary had a “good understanding of her current situation and states she chose to move due to
family stressors.”
¶ 12 A missing person report attached to the GAL report revealed that Mary did “not have a
Real ID or a valid passport, which *** would make it difficult for her to travel by air.” The GAL
recommended that Mary’s address not be disclosed to Craig, that his petition for order of protection
be denied, and that the temporary order for guardianship be modified to include only the estate.
The GAL further recommended that Craig be ordered to prepare and file a current inventory of
Mary’s estate with supplementary statements from the financial institutions, and that a
neuropsychological evaluation be performed to assess Mary’s cognitive functioning and decision-
making capacity.
¶ 13 Craig next filed a petition for an emergency order of protection, which following an initial
hearing, was continued to December 19, 2025. At that time, the court allowed the GAL to
supplement her report with any oral recommendations and allowed Craig’s attorney to supplement
any argument related thereto. The GAL opined that Mary’s current action was a reaction more
strongly than would have occurred if not for factors including age, cognitive decline, and the death
5
of her husband. The GAL believed that Mary was angry and distrustful of Craig but was confused
about what occurred noting that there had been “longstanding family tensions” between the
siblings. The GAL stated that Peggy was interested in an alternative to the litigation and was
looking into obtaining a neuropsychological exam of Mary. Peggy did not deny that Mary
experienced cognitive decline and confusion. The GAL did not believe that Craig financially
exploited Mary, and based on the medical report, recommended that any guardianship be limited
to Mary’s estate, not Mary, personally. The GAL noted a “very significant breakdown of family
communication” and hoped, that with family communication, a less dramatic plan could be
established for Mary at this phase in her life noting that Mary was “very distressed about the idea
of a guardianship” and expressed concern that Craig would place her in a “state home” if she
returned to Illinois. The GAL confirmed that Mary was taking her medication and wanted to be in
California but was emphatic that she did not want Craig to know where she was located. The GAL
opined that,
“Trying to force Mary to come back here I think is going to make all of her fears
so much more pronounced. And given her age and her cognitive decline, those types
of traumatic occurrences can cause far more deterioration. And it does not appear
to me *** to be at all necessary.”
The GAL strongly recommended that no order of protection be imposed. The GAL further stated
that she was concerned that if Craig had guardianship of Mary’s person and Mary needed medical
care that it could interfere with Mary seeking medical attention.
¶ 14 The GAL again confirmed that Peggy did not oppose a neuropsychological examination.
The GAL further clarified that the family had petty grievances, and that the alleged suspicion and
alarm had more to do with family dynamics than impropriety. The GAL was reassured after
6
speaking with Peggy, who also expressed concerns about the family dynamic. Peggy explained to
the GAL that the transfer of Mary’s primary residence to Craig was the catalyst. The GAL did not
believe that Peggy was trying to manipulate Mary to act against Craig. The GAL stated there was
a heated argument and Mary was in the middle which was very distressing given that Mary had
just lost her husband. The GAL opined that the entire family overreacted and open communication
would have settled the dispute. She stated that Peggy believed that she was protecting her mother,
and the GAL did not think that Peggy was trying to take advantage of Mary. She believed it was
poor judgment, not malfeasance, at issue.
¶ 15 Craig’s attorney spoke with the GAL and the court and stated that the real property transfer
of Mary’s home to Craig had been reversed, and the real property was returned to Mary. Craig’s
attorney then argued that it remained undecided as to whether Mary was a disabled adult and that
fact could not be decided with Mary out of the state. Counsel argued that the home state was
Illinois pursuant to section 201(a)(2) of the Uniform Adult Guardianship and Protective
Proceedings Jurisdiction Act (755 ILCS 8/201(a)(2) (West 2024)). Counsel noted that Mary lived
in Illinois for eight years and was removed on November 14, 2025. She opined that Mary’s counsel
needed to advise Mary that “she could not hide in another state away from a petition for
guardianship.” Following argument, the court denied Craig’s request for an emergency order of
protection. It found that allegations of abuse and neglect were negated but stated it was not going
to make any amendments to the temporary guardianship order at that time.
¶ 16 On December 31, 2025, Craig filed a motion requesting a psychological evaluation of Mary
pursuant to section 11a-9 of the Probate Act of 1975 (Act or Probate Act) (755 ILCS 5/11a-9 (West
2024)). The motion alleged that Mary was previously diagnosed with “dementia without
behavioral disturbance” by staff at Carle Hospital. It asserted that the GAL report stated that “Mary
7
demonstrated noticeable memory difficulties, including repetition of the same concerns and
difficulty recalling details when asked follow-up questions.” The motion also requested an in-
person visit between the GAL and Mary. On January 5, 2026, Mary, through counsel, voluntarily
entered her appearance in the proceedings. At the January 6, 2026, status hearing, the court set
Craig’s motion for a psychological evaluation for hearing on January 9, 2026.
¶ 17 On January 8, 2026, Mary’s counsel filed a response to Craig’s motion for psychological
evaluation. Mary’s response indicated that she had no objection to undergoing an evaluation of her
“medical and physical condition” pursuant to section 11a-9 of the Act but contended that Craig’s
motion sought evaluation by a clinical psychologist, not a physician as required by the Probate
Act. Mary’s response further contended she was too infirm at the age of 91 to travel from California
to Illinois for the evaluation and requested a location more convenient for her. She averred that
she previously underwent cognitive testing on January 2, 2026, and was diagnosed with “mild
cognitive impairment” which manifested as mild short-term memory impairment that did not
significantly affect her insight and decision making or her ability to make decisions and function
independently. The response further contended that Craig was untrustworthy based on previous
actions regarding her home noting that Craig believed Mary had sufficient cognitive function to
change her trust documents but had different descriptions of her cognitive abilities after she left
Illinois to live with her grandchild in California despite both events happening on the same day.
¶ 18 Craig’s motion was heard on January 9 and January 14, 2026. Following completion on
January 14, 2026, the court issued an oral ruling requiring Mary to travel from California to Illinois
for two medical evaluations under sections 11a-9(b) and (b-5) of the Act (id. § 11a-9(b), (b-5))
and personal observation by the GAL under section 11a-10(a) (id. § 11a-10(a)). The court directed
8
Craig’s counsel to draft and circulate a proposed written order memorializing the court’s oral
ruling and Craig to schedule the appointments ordered.
¶ 19 On January 27, 2026, Mary moved for dismissal, pursuant to section 2-619.1 of the Illinois
Code of Civil Procedure (Code) (735 ILCS 5/2-619.1 (West 2024)), of Craig’s petition for
temporary and plenary guardianship. She stated that his pleading contained insufficient allegations
of disability under section 2-615 of the Code (id. § 2-615). She further contended that Craig’s
admissions, and other conclusive evidence, revealed that Mary was not a person with a disability,
had the capacity to make her own decisions, and could validly execute powers of attorney for
health care and property pursuant to section 2-619(a)(9) of the Code (id. § 2-619(a)(9)).
¶ 20 On January 28, 2026, the court issued a written order directing Mary to appear for a
psychological evaluation. The order required Mary to return to the State of Illinois to attend an
evaluation with Dr. Korinek in Springfield, Illinois, on January 30, 2026; attend an evaluation with
Dr. Peter in Champaign, Illinois, at 7:45 a.m. on February 6, 2026; and personally appear at the
office of the GAL in Champaign, Illinois, on February 6, 2026, at 11 a.m. The order further
required that Mary’s medical records, from November 14, 2025, to the present, be provided to Dr.
Korinek.
¶ 21 On February 5, 2026, Mary moved for reconsideration. Therein, Mary claimed that the
circuit court misapplied the law. She also included new material facts and evidence that warranted
reconsideration of the court’s order. The new evidence was based on a letter from Mary’s
California physician that opined the travel was “medically harmful” to Mary noting that “[t]he
prospect of long-distance travel has caused [Mary] significant stress and anxiety” that exacerbated
Mary’s underlying medical conditions that included “acid reflux, irritable bowel symptoms,
hypertension and severe fatigue.” The physician’s notes were dated January 15, 2026, following a
9
telephone visit. The physician’s recommendation against travel was dated January 16, 2026,
following an in-person visit with Mary the same day. Mary’s motion for reconsideration further
indicated that her previous primary care physician had moved to Viriginia and was no longer
practicing at the Champaign, Illinois, facility. The motion also relied on Mary’s need for improved
hearing aids which would not be available until February 16, 2026.
¶ 22 As to the misapplication of law, Mary contended that section 11a-10(e) of the Act (755
ILCS 5/11a-10(e) (West 2024)) prohibited the court from compelling Mary to attend court hearings
and, therefore, the court was equally without authority to require Mary to travel for an evaluation
that could be performed in her current location. The motion argued, citing section 11a-3(b) of the
Act (see id. § 11a-3(b)) that the purpose of the statute was to promote the well-being of the person.
She argued that requiring her to travel 2,000 miles was contrary to the statute because that action
was arduous, stressful, and endangering to her health. She contended that such action required an
injunction, which did not occur, and that she was not afforded due process in being ordered to
travel to Illinois for examination on the oral motion without service of summons or notice.
¶ 23 On February 11, 2026, Craig filed a response to the motion to reconsider. Therein, Craig
contended that the motion for reconsideration failed to show a change in the law, misapplication
of the law, or evidence that was unobtainable at the initial hearing. On February 13, 2026, the court
orally denied Mary’s motion for reconsideration.
¶ 24 On February 24, 2026, Mary filed a Rule 307(a)(1) (Ill. S. Ct. R. 307(a)(1) (eff. Nov. 1,
2017)) appeal from the court’s denial of her reconsideration on February 13, 2026. On March 19,
2026, Craig moved for dismissal of the appeal contending this court did not have jurisdiction. We
denied Craig’s motion on March 27, 2026.
10
¶ 25 II. ANALYSIS
¶ 26 On appeal, Mary argues that the trial court’s order requiring her to return to Illinois for
medical evaluations and observation is a misapplication of law especially in light of the evidence
submitted with her motion for reconsideration revealing that travel of such a great distance was
against the medical advice of her physician. Craig requests affirmation of the court’s order and
revives his argument in support of dismissal due to a lack of jurisdiction. As the issue of
jurisdiction is revived, we start with that issue.
¶ 27 Craig contends that the court’s order requiring Mary’s evaluations is interlocutory and has
no basis for appeal because that order was related to “ministerial and administrative matters
required for discovery.” Mary contends that because the court’s order requires her to travel from
California to Illinois to attend the evaluations, the order is a form of an injunction which is an
allowable appeal pursuant to Rule 307(a)(1). Id.
¶ 28 Rule 307(a)(1) allows for appeal of an interlocutory order “granting, modifying, refusing,
dissolving, or refusing to dissolve or modify an injunction.” Id. We look to the substance, not the
form, to determine if the order is injunctive in nature. In re A Minor, 127 Ill. 2d 247, 260 (1989).
“Illinois courts have construed the meaning of ‘injunction’ in Rule 307(a)(1) broadly.” Skolnick v.
Altheimer & Gray, 191 Ill. 2d 214, 221 (2000) (citing In re A Minor, 127 Ill. 2d at 261). “An
injunction is ‘a “judicial process operating in personam and requiring [a] person to whom it is
directed to do or refrain from doing a particular thing.” ’ ” Id. (quoting In re A Minor, 127 Ill. 2d
at 261, quoting Black’s Law Dictionary 705 (5th ed. 1979)). Here, we agree that the circuit court’s
order, requiring Mary to return to Illinois for a psychological evaluation and an in-person meeting
with the GAL, is a form of an injunction as it requires Mary to “do a particular thing.”
11
¶ 29 Notably, not all circuit court orders that compel a party to do, or not do, something, are
appealable. Id. Circuit court orders “that regulate only the procedural details of the litigation before
the court, which thus can be properly characterized as merely ‘ministerial’ or ‘administrative,’
cannot be the subject of an interlocutory appeal.” Short Brothers Construction, Inc. v. Korte &
Luitjohan Contractors, Inc., 356 Ill. App. 3d 958, 960 (2005) (citing In re A Minor, 127 Ill. 2d at
262).
¶ 30 While Craig contends that requiring Mary’s appearance for evaluations is a form of
discovery pursuant to statute (see section 11a-9 of the Act (755 ILCS 5/11a-9 (West 2024))) and
is therefore, ministerial, we disagree. We find nothing ministerial about requiring any person, say
nothing of a recently widowed 92-year-old woman, to travel from California to Illinois, and we
are not alone. In People v. Collins, 249 Ill. App. 3d 924, 926-27 (1993), the appellate court found
that a circuit court’s order directing the Illinois Department of Corrections to transport a prisoner
to the county where his postconviction petition was pending was a form of an injunction. In People
v. Freed, 328 Ill. App. 3d 459, 463-64 (2002), a similar situation and classification resulted. Nor
are such results limited to criminal cases. In Department of Health Care & Family Services v.
Cortez, 2012 IL App (2d) 120502, ¶¶ 12-13, it was determined that a Rule 307(a)(1) appeal applied
to an order requiring a child’s immediate return to Illinois from California. Here, the circuit court’s
order requires Mary to travel from California to Illinois to attend evaluations pursuant to section
11a-9 of the Act, and therefore, we hold that Mary’s Rule 307(a)(1) appeal of the order as an
injunction was appropriate. Accordingly, we reaffirm the prior denial of Craig’s motion to dismiss.
¶ 31 Moving to the merits of the case, Mary contends that the circuit court exceeded its authority
under the Probate Act because the Act does not empower the circuit court to compel her to travel
across the country for evaluation or observation. She argues that the circuit court’s order was
12
prohibited pursuant to Illinois Supreme Court Rule 215 (eff. Jan. 1, 2018), and even if the circuit
court had the power to compel her to travel, it abused its discretion. Mary also contends that the
circuit court erred by ordering her to travel for the evaluations and observation without considering
the standards governing mandatory injunctions. Craig disagrees with all of Mary’s contentions and
further argues that Mary forfeited any argument regarding Rule 215 by failing to raise it before the
circuit court. He further contends that Mary’s appeal is moot. We start with the mootness argument.
¶ 32 Craig contends the appeal is moot because the dates for the evaluations and observations
have now passed. He further argues that the circuit court’s April 20, 2026, order—entered during
the pendency of this appeal—also moots Mary’s appeal, because that order required Mary to
appear in person, testify before the court on May 20, 2026, and such action meant that “she will
be home in Illinois subject to the care of her Temporary Guardian and future orders of the Court.”
He contends that because Mary has been ordered to return to Illinois no additional travel will be
required for her to submit to medical examinations or a GAL observation.
¶ 33 In response, Mary argues that the fact that the dates have passed does not moot the
controversy because the appointments will be rescheduled triggering the capable of repetition
exception. She further contends that Craig’s argument is based on an uncertain future event, i.e.,
her appearance in Illinois, and further raises a “disturbing and revealing premise” that Mary will
not be able to return to California if she returns to Illinois.
¶ 34 “An appeal is moot when intervening events have rendered it impossible for the reviewing
court to grant effectual relief to the complaining party.” In re Commitment of Hernandez, 239 Ill.
2d 195, 201 (2010) (citing Felzak v. Hruby, 226 Ill. 2d 382, 392 (2007)). Typically, reviewing
courts “do not decide moot questions, render advisory opinions, or consider issues where the result
will not be affected regardless of how those issues are decided.” In re Alfred H.H., 233 Ill. 2d 345,
13
351 (2009). However, the issue may be addressed if the issue falls within one of the exceptions to
the mootness doctrine that includes: (1) the public interest exception, (2) the capable of repetition
yet avoiding review exception, and (3) the collateral consequences exception. In re Christopher
C., 2018 IL App (5th) 150301, ¶ 13. Here, Mary relies on the second exception.
¶ 35 The capable of repetition exception applies when the respondent meets two elements. In re
Alfred H.H., 233 Ill. 2d at 358. “First, the challenged action must be of a duration too short to be
fully litigated prior to its cessation.” Id. “Second, there must be a reasonable expectation that ‘the
same complaining party would be subjected to the same action again.’ ” Id. (quoting In re Barbara
H., 183 Ill. 2d 482, 491 (1998)). The present case meets both criteria. While Rule 307(c) provides
a shortened timeframe on appeal (see Ill. S. Ct. R. 307(c) (eff. Nov. 1, 2017)), even with the
shortened period, the order appealed from would be moot. Further, the same action occurred again,
as evidenced by the April 20, 2026, order, requiring Mary to return to Illinois. While the order is
not part of the current appeal, 1 it is clear that the circuit court continues to require Mary to leave
California and to return to Illinois, whether for medical evaluation, GAL observations, or a court
hearing, and the timeframes enunciated in those orders make it impossible to address the
underlying issue before the orders are moot. As the capable of repetition exception applies, we
need not address the other potential exceptions and instead address the merits of Mary’s appeal.
¶ 36 Mary first contends the trial court’s order requiring her to travel 2,000 miles to attend
medical evaluations and have an in-person GAL observation exceeded the circuit court’s authority
under section 11a-9 of the Act. In support, she relies on Rule 215(a) which permits a court, when
reasonable notice is provided, to “order such party to submit to a physical or mental examination
*** related to the physical or mental condition which is involved.” Ill. S. Ct. R. 215(a) (eff. Jan.
1
The order is part of the record in the second appeal filed by Mary in case No. 5-26-0443.
14
1, 2018). More specifically, Mary relies on the provision that states, “A party or person shall not
be required to travel an unreasonable distance for the examination.” Id. Here, Mary contends that
requiring her to travel a distance of 2,000 miles is unreasonable and further contends that even if
the distance was not unreasonable, the court abused its discretion when it issued the order. In
response, Craig argues that the order was neither unreasonable nor an abuse of discretion. He
further argues that Mary forfeited reliance on Illinois Supreme Court Rule 215 as it was never
raised before the circuit court. We disagree.
¶ 37 First, it is well established that the Illinois Supreme Court has repeatedly stated that “ ‘[t]he
rules of court we have promulgated are not aspirational. They are not suggestions. They have the
force of law, and the presumption must be that they will be obeyed and enforced as written.’ ”
Village of Lake Villa v. Stokovich, 211 Ill. 2d 106, 116 (2004) (quoting Bright v. Dicke, 166 Ill. 2d
204, 210 (1995)); see also People v. English, 2023 IL 128077, ¶ 13; People v. Shunick, 2024 IL
129244, ¶ 22. As such, the rules must be considered and followed.
¶ 38 Further, forfeiture of an argument is binding only on the parties, not the reviewing court.
In re Br. M., 2021 IL 125969, ¶ 39. Under unique and limited circumstances, the reviewing court
“may overlook forfeiture where necessary to obtain a just result or maintain a sound body of
precedent.” (Internal quotation marks omitted.) United Equitable Insurance Co. v. Thomas, 2021
IL App (1st) 201122, ¶ 78. Notably, in the case at bar, the underlying argument contending that
that circuit court did not have authority to require Mary to travel 2,000 miles for mental health
evaluations and a GAL observation has long been the issue presented by Mary. While it is
undisputed that Mary did not address Rule 215 when the case was before the circuit court, Mary’s
current citation to the rule is merely an additional citation in support of the argument that was
presented to the circuit court. As such, the argument was never forfeited, but even if it was, we
15
would still find it necessary to address the rule to obtain a just result, especially where the rule—
which carries the force of law—is directly on point.
¶ 39 Rule 215 provides a court with authority to compel “[a] party to submit to a physical or
mental examination by a licensed professional in a discipline related to the physical or mental
condition” involved. Ill. S. Ct. R. 215(a) (eff. Jan. 1, 2018). However, said authority is limited by
“notice and motion” requirements as well as distance from the examination. Id. The rule
specifically states that “[a] person shall not be required to travel an unreasonable distance for the
examination.” Id. While the rule does not define “reasonable,” we believe the term requires a court
to consider the age, abilities, and infirmities of that person along with the cost and hardship related
to the required travel.
¶ 40 The record reveals that Mary is a recently widowed 92-year-old woman with mild cognitive
impairment. Her ability to ambulate from one place to another is determined by distance which
determines whether she must utilize a walker or wheelchair. She does not have a Real ID or
passport, which prohibits her from traveling by airplane, the shortest method to travel 2,000 miles.
Mary also has stomach issues, including irritable bowel symptoms, that increase the difficulty of
long travel and likely require easily accessible access to restroom facilities. In addition to her
physical ailments, her mental health is also affected by long distance travel causing an increase in
her anxiety and stress which further undermines her cognitive ability. Notably, the GAL testified
that
“[t]rying to force Mary to come back here I think is going to make all of her fears
so much more pronounced. And given her age and her cognitive decline, those types
of traumatic occurrences can cause far more deterioration. And it does not appear
to me *** to be at all necessary.”
16
¶ 41 While the purpose of the rule is to permit discovery (see Wisniewski v. Diocese of
Belleville, 406 Ill. App. 3d 1119, 1177 (2011)), the relevance of the underlying purpose of the
evaluation is relevant. Here, the evaluation is to determine Mary’s mental acuity, and it was
undisputed that travel would affect her cognitive function. As such, ordering Mary to travel 2,000
miles by either train, bus, or passenger vehicle when it could detrimentally undermine Mary’s
ability to produce her best results during the evaluation is counterintuitive.
¶ 42 It is equally apparent that, while it was Craig that filed the petition for a guardianship
claiming that Mary was a disabled adult, it is Mary that must bear the cost associated with the
evaluations and only if Mary is unable to pay the fee, would Craig be responsible for the costs.
See 755 ILCS 5/11a-9(b-5) (West 2024). Therefore, in addition to requiring Mary to travel 2,000
miles for an evaluation requested by Craig, Mary would be encumbered with the costs of both the
evaluations and the travel to attend the evaluations. Given that her original appointments were
scheduled a week apart, she is also encumbered with cost related to her accommodations and
associated travel for food and appearances at the requisite offices while in Illinois, in a case where
it was undisputed that Mary did not drive.
¶ 43 Pursuant to the Act, the court’s order requiring “appropriate evaluations” require only “a
qualified person” performing the evaluation who will prepare a report that must be filed with the
court at least 10 days prior to the hearing. Id. § 11a-9(b). No directives related to distance, cost, or
ability to travel are addressed in the statute, thereby requiring the court and the parties to adhere
to the examination guidelines set forth in Rule 215.
¶ 44 A circuit court’s ruling on the grant or denial of a requested physical or mental examination
of a party pursuant to Rule 215 is reviewed for an abuse of discretion. Kaull v. Kaull, 2014 IL App
(2d) 130175, ¶ 82. The circuit court’s ruling on the grant or denial of a requested evaluation under
17
the Act is reviewed under the same standard. In re Estate of Kirk, 2017 IL App (4th) 160416, ¶ 57.
“An abuse of discretion exists where no reasonable person would take the position adopted by the
trial court [citation], or where the trial court acts arbitrarily, fails to employ conscientious
judgment, and ignores recognized principles of law.” In re Possession & Control of the
Commissioner of Banks & Real Estate of Independent Trust Corp., 327 Ill. App. 3d 441, 476
(2001).
¶ 45 Here, the order requires Mary to travel over 2,000 miles from California to Illinois to attend
medical evaluations. Denials of a choice of examiner under the Act have sounded, in part, “due to
the distance [the respondent] would be required to travel for the evaluation.” In re Estate of Kirk,
2017 IL App (4th) 160416, ¶ 57. No evidence was submitted that similarly qualified medical
professionals did not exist in California, or any other state with a distance shorter than that between
Illinois and California. It is equally clear that the appointed GAL opined that forcing Mary to return
was going to exacerbate her fears, which would cause “far more deterioration” when it did not
“appear *** to be at all necessary.”
¶ 46 Given the lack of a medical report, which is required by the Act, we cannot say that the
circuit court’s decision to order an evaluation was in error. See In re Estate of Malloy, 96 Ill. App.
3d 1020, 1028 (1981) (“Therefore, in the absence of a report, the trial court had the express
statutory authority to order appropriate evaluations of appellant ***.”). However, we do find that
the court inadvertently ignored recognized principles of law set forth in Supreme Court Rule 215
by ordering Mary to travel over 2,000 miles for an evaluation that could be performed at a location
more amenable to Mary’s location given her age and physical infirmities, especially in light of
Mary’s inability to travel by airplane or drive herself.
18
¶ 47 While Craig contends he could overcome any Rule 215 argument “with the definition of
‘home state’ found in the Uniform Adult Guardianship and Protective Proceedings Jurisdiction
Act” (see 755 ILCS 8/201(a)(2) (West 2024)), we disagree. That section simply provides a
definition of “home state” and does not address appropriate locations where medical evaluations
should be performed under the Probate Act, which was the basis for his requested medical
evaluation. Accordingly, we find the circuit court’s order requiring two separate medical
evaluations in Illinois, when the 92-year-old respondent was currently residing with family in
California, was an abuse of discretion.
¶ 48