Success Story - Strategic Defense in Probate Property Dispute

Probate Litigation • April 27, 2026


Background:
In a contentious probate matter involving a disputed deed to residential property, our client, the administrator of the estate, seeks to recover assets after the deed was recorded by the decedent’s neighbor. The case centers on reclaiming the property through filing a citation to recover assets. Lavelle Law represents the estate administrator, navigating complex proceedings that have included summary judgment motions, amended pleadings, and extensive discovery disputes as the matter advances towards trial.


Challenges:
The opposing party attempted to introduce new witnesses shortly before the scheduled trial date, prompting additional discovery demands. Despite court orders compelling the production of witness contact information and requiring in-person depositions within a strict 60-day window, compliance issues arose, including incomplete contact details and a key witness refusing to appear for deposition in Illinois. The opposing side filed motions to quash subpoenas, seek protective orders for out-of-state deposition alternatives, and repeatedly challenge prior rulings, creating procedural hurdles and delays in preparing for trial.


The trial court granted our motion, barring the non-compliant witnesses from testifying at trial due to failure to sit for deposition as ordered. This effectively precluded key testimony from the opposing side. The court also denied related protective and quash motions as moot and affirmed prior dispositive orders.


The opposing party then filed an interlocutory appeal under Supreme Court Rule 307(a)(1), asserting that the Trial court’s denial of her motion for a protective order for her witness was injunctive in nature, permitting Appellate jurisdiction under Rule 307(a)(1). This appeal completely stalled the trial proceedings until the appellate court could consider the issues of the case.


Results:
On March 20, 2026, the appellate court entered its ruling dismissing the appeal for lack of jurisdiction. In its ruling, the appellate court noted that “The key to a Rule 307(a)(1) appeal is whether the order relates to an 'injunction' versus some other type of interlocutory order.” Zitella v. Mike’s Transportation, LLC, 2018 IL App (2d) 160702, ¶ 13. “Illinois courts have construed the meaning of ‘injunction’ in Rule 307(a)(1) broadly.” Skolnick v. Altheimer & Gray, 191 Ill. 2d 214, 221 (2000); see In re A Minor, 127 Ill. 2d 247, 262 (1989). Still, “not every nonfinal order of a court is appealable, even if it compels a party to do or not do a particular thing.” Short Brothers Construction, Inc. v. Korte & Luitjohan Contractors, Inc., 356 Ill. App. 3d 958, 960 (2005).


Ultimately, the Appellate Court held that the order barring the witness from testifying was essentially a discovery order “relating to the control of the court’s own docket” and is proper as part of the “inherent power possessed by any court to compel the appearance of witnesses, to regulate their testimony, and to control the court’s own docket.” Zitella, 2018 IL App (2d) 160702, ¶ 14. For this reason, the Appellate Court lacked jurisdiction, and the appeal was dismissed.


This outcome strengthened the estate’s position, advancing the case toward resolution while protecting our client’s interests in our attempts to recover the disputed property.



Nataly Kaiser

Nataly Kaiser

Attorney


“This appeal posed a significant delay in the proceeding for my client, but we are pleased with the result. Now the case can, hopefully, proceed to a trial on the merits.”


Contact Nataly Kaiser to discuss your legal needs.

847-705-7555 or nkaiser@lavellelaw.com.


More News & Resources

Lavelle Law News and Events

BOI reports with FinCEN no longer required for condo, HOAs, other associations, board members.
By Robyn K. Kish August 17, 2026
FinCEN update: Condo, HOAs, and other common interest community associations no longer have to file BOI reports with FinCEN. Volunteer board members are no longer required to report their personal information to the federal government simply because they sit on an association’s board of directors.
Tax-Smart Year-End Planning: Key 2026 Tax Changes & Strategies for Success
By Lavelle Law August 11, 2026
Discover the latest tax law updates and planning opportunities that can help you reduce taxes, protect wealth, and prepare for the future.
IRS Announces Guidance on the Expansion of Paid Family and Medical Leave
By Timothy M. Hughes August 10, 2026
On August 5, 2026, the Internal Revenue Service issued Notice 2026-28 providing guidance on the employer credit for paid family and medical leave (“PFML”) under the Working Families Tax Cuts (“WFTC”). The WFTC makes permanent and expands eligibility and coverage for employers offering PFML benefits to employees.
Federal Rule 68 Offers of Judgment: An Underutilized Tool for Defense Counsel
By Sarah J. Reusché August 7, 2026
Many litigators are familiar with Federal Rule of Civil Procedure 68, but few fully appreciate its strategic value in the defense arsenal. Rule 68 can be a powerful tool for influencing settlement negotiations, and in some cases, limiting a plaintiff’s ability to recover post-offer attorneys’ fees.
Judge Says “You’re Out!” to Stalker Ex  - a Lavelle Law Success Story
By Family Law Practice Group July 28, 2026
A client came to us needing protection from an ex-boyfriend who wouldn’t take no for an answer. She broke up with him after he used her indoor pet camera to spy on her without her permission, then surveilled her at her home and chased her through a parking lot.
Type F Reorganization
By Frank J. Portera July 28, 2026
Thinking about selling your business? In this video, Lavelle Law attorney Frank Portera explains how a Type F Reorganization can create tax efficiencies and simplify the sale process by reducing the need for third-party consents.
6 reasons why you shouldn’t rely on AI for legal advice.
By Sarah J. Reusché and Shelley McCarthy July 17, 2026
Thinking about using AI to represent yourself in litigation? Think again. It is well-documented that pro se litigants are less likely to prevail compared to their represented counterparts. Regardless, AI has provided people with a false sense of security, tempting them to represent themselves regardless.
Representation and Warranties Insurance Democratization: A Game Changer for Many Deals
By Steven A. Migala July 13, 2026
Representations and warranties insurance (“RWI”) for mergers and acquisitions (“M&A”) is more accessible than ever due to increasing democratization in the market. Now, RWI can be a viable option for smaller, mid-market deals.
IRS Announces Simplified Penalty Relief
By Timothy M. Hughes July 10, 2026
On July 8, 2026, the Internal Revenue Service announced a new automatic process to provide penalty relief for taxpayers with a history of filing and paying on time, reducing the need for those taxpayers to request assistance in addressing penalty relief.
NDAs in the Spotlight: What Swift and Kelce’s Wedding Reveals About Protecting Your Privacy.
By Theodore M. McGinn June 30, 2026
High-profile couples like Taylor Swift and Travis Kelce are taking strict steps to protect their privacy. Reports confirm that wedding guests must sign non-disclosure agreements (NDAs) before receiving event details. This highlights how NDAs help individuals and businesses safeguard sensitive information.
More Posts