1 | 1 | | 104TH GENERAL ASSEMBLY
State of Illinois
2025 and 2026 SB2109 Introduced 2/7/2025, by Sen. Mike Simmons SYNOPSIS AS INTRODUCED: 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 Amends the Probate Act of 1975. Provides that upon the filing of a petition by a representative of a ward, the court must order a citation to issue for the appearance before it of any person or agent of a financial institution that the petitioner believes to have improperly withheld or concealed the assets of a person with a disability. Provides that the petition must contain a request for the relief sought. Provides that it is improper for a financial institution to fail to comply with a representative's directions regarding the collection, transfer, distribution, or delivery of the assets of a person with a disability upon presentation of the representative's letters of office or a court order directing the collection, transfer, distribution, or delivery of the assets of a person with a disability. LRB104 11232 JRC 21314 b A BILL FOR 104TH GENERAL ASSEMBLY
State of Illinois
2025 and 2026 SB2109 Introduced 2/7/2025, by Sen. Mike Simmons SYNOPSIS AS INTRODUCED: 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 Amends the Probate Act of 1975. Provides that upon the filing of a petition by a representative of a ward, the court must order a citation to issue for the appearance before it of any person or agent of a financial institution that the petitioner believes to have improperly withheld or concealed the assets of a person with a disability. Provides that the petition must contain a request for the relief sought. Provides that it is improper for a financial institution to fail to comply with a representative's directions regarding the collection, transfer, distribution, or delivery of the assets of a person with a disability upon presentation of the representative's letters of office or a court order directing the collection, transfer, distribution, or delivery of the assets of a person with a disability. LRB104 11232 JRC 21314 b LRB104 11232 JRC 21314 b A BILL FOR |
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2 | 2 | | 104TH GENERAL ASSEMBLY
State of Illinois
2025 and 2026 SB2109 Introduced 2/7/2025, by Sen. Mike Simmons SYNOPSIS AS INTRODUCED: |
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3 | 3 | | 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 |
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4 | 4 | | 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 |
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5 | 5 | | Amends the Probate Act of 1975. Provides that upon the filing of a petition by a representative of a ward, the court must order a citation to issue for the appearance before it of any person or agent of a financial institution that the petitioner believes to have improperly withheld or concealed the assets of a person with a disability. Provides that the petition must contain a request for the relief sought. Provides that it is improper for a financial institution to fail to comply with a representative's directions regarding the collection, transfer, distribution, or delivery of the assets of a person with a disability upon presentation of the representative's letters of office or a court order directing the collection, transfer, distribution, or delivery of the assets of a person with a disability. |
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6 | 6 | | LRB104 11232 JRC 21314 b LRB104 11232 JRC 21314 b |
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7 | 7 | | LRB104 11232 JRC 21314 b |
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8 | 8 | | A BILL FOR |
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9 | 9 | | SB2109LRB104 11232 JRC 21314 b SB2109 LRB104 11232 JRC 21314 b |
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10 | 10 | | SB2109 LRB104 11232 JRC 21314 b |
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11 | 11 | | 1 AN ACT concerning civil law. |
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12 | 12 | | 2 Be it enacted by the People of the State of Illinois, |
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13 | 13 | | 3 represented in the General Assembly: |
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14 | 14 | | 4 Section 5. The Probate Act of 1975 is amended by changing |
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15 | 15 | | 5 Section 16-1 as follows: |
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16 | 16 | | 6 (755 ILCS 5/16-1) (from Ch. 110 1/2, par. 16-1) |
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17 | 17 | | 7 Sec. 16-1. Citation on behalf of estate. |
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18 | 18 | | 8 (a) Upon the filing of a petition therefor by the |
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19 | 19 | | 9 representative or by any other person interested in the estate |
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20 | 20 | | 10 or, in the case of an estate of a ward by any other person, the |
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21 | 21 | | 11 court shall order a citation to issue for the appearance |
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22 | 22 | | 12 before it of any person whom the petitioner believes (1) to |
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23 | 23 | | 13 have concealed, converted or embezzled or to have in his |
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24 | 24 | | 14 possession or control any personal property, books of account, |
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25 | 25 | | 15 papers or evidences of debt or title to lands which belonged to |
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26 | 26 | | 16 a person whose estate is being administered in that court or |
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27 | 27 | | 17 which belongs to his estate or to his representative or (2) to |
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28 | 28 | | 18 have information or knowledge withheld by the respondent from |
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29 | 29 | | 19 the representative and needed by the representative for the |
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30 | 30 | | 20 recovery of any property by suit or otherwise. The petition |
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31 | 31 | | 21 shall contain a request for the relief sought. |
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32 | 32 | | 22 (a-5) Upon the filing of a petition by a representative of |
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33 | 33 | | 23 a ward, the court shall order a citation to issue for the |
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37 | 37 | | 104TH GENERAL ASSEMBLY
State of Illinois
2025 and 2026 SB2109 Introduced 2/7/2025, by Sen. Mike Simmons SYNOPSIS AS INTRODUCED: |
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38 | 38 | | 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 |
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39 | 39 | | 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 |
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40 | 40 | | Amends the Probate Act of 1975. Provides that upon the filing of a petition by a representative of a ward, the court must order a citation to issue for the appearance before it of any person or agent of a financial institution that the petitioner believes to have improperly withheld or concealed the assets of a person with a disability. Provides that the petition must contain a request for the relief sought. Provides that it is improper for a financial institution to fail to comply with a representative's directions regarding the collection, transfer, distribution, or delivery of the assets of a person with a disability upon presentation of the representative's letters of office or a court order directing the collection, transfer, distribution, or delivery of the assets of a person with a disability. |
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41 | 41 | | LRB104 11232 JRC 21314 b LRB104 11232 JRC 21314 b |
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42 | 42 | | LRB104 11232 JRC 21314 b |
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43 | 43 | | A BILL FOR |
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48 | 48 | | |
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49 | 49 | | 755 ILCS 5/16-1 from Ch. 110 1/2, par. 16-1 |
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53 | 53 | | LRB104 11232 JRC 21314 b |
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63 | 63 | | SB2109 LRB104 11232 JRC 21314 b |
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66 | 66 | | SB2109- 2 -LRB104 11232 JRC 21314 b SB2109 - 2 - LRB104 11232 JRC 21314 b |
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67 | 67 | | SB2109 - 2 - LRB104 11232 JRC 21314 b |
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68 | 68 | | 1 appearance before it of any person or agent of a financial |
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69 | 69 | | 2 institution that the petitioner believes to have improperly |
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70 | 70 | | 3 withheld or concealed the assets of a person with a |
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71 | 71 | | 4 disability. The petition must contain a request for the relief |
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72 | 72 | | 5 sought. It is improper for a financial institution to fail to |
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73 | 73 | | 6 comply with a representative's directions regarding the |
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74 | 74 | | 7 collection, transfer, distribution, or delivery of the assets |
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75 | 75 | | 8 of a person with a disability upon presentation of the |
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76 | 76 | | 9 representative's letters of office or a court order directing |
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77 | 77 | | 10 the collection, transfer, distribution, or delivery of the |
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78 | 78 | | 11 assets of a person with a disability. |
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79 | 79 | | 12 (b) The citation must be served not less than 10 days |
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80 | 80 | | 13 before the return day designated in the citation and must be |
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81 | 81 | | 14 served and returned in the manner provided for summons in |
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82 | 82 | | 15 civil cases. If there is a personal representative who is not |
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83 | 83 | | 16 the respondent, notice of the proceeding shall be given by |
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84 | 84 | | 17 mail or in person to the personal representative not less than |
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85 | 85 | | 18 5 days before the return day designated in the citation. |
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86 | 86 | | 19 (c) If the representative is the respondent, the court may |
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87 | 87 | | 20 appoint a special administrator to represent the estate. The |
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88 | 88 | | 21 court may permit the special administrator to prosecute or |
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89 | 89 | | 22 defend an appeal. |
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90 | 90 | | 23 (d) The court may examine the respondent on oath whether |
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91 | 91 | | 24 or not the petitioner has proved the matters alleged in the |
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92 | 92 | | 25 petition, may hear the evidence offered by any party, may |
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93 | 93 | | 26 determine all questions of title, claims of adverse title and |
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99 | 99 | | SB2109 - 2 - LRB104 11232 JRC 21314 b |
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102 | 102 | | SB2109- 3 -LRB104 11232 JRC 21314 b SB2109 - 3 - LRB104 11232 JRC 21314 b |
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103 | 103 | | SB2109 - 3 - LRB104 11232 JRC 21314 b |
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109 | 109 | | SB2109 - 3 - LRB104 11232 JRC 21314 b |
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