Matter of Emelia Hirsch Trust

20080209 In the Matter of the Emelia Hirsch, June 9, 1994, Irrevocable Trust
--------------
Timothy Betz, Appellant
v.
Emelia A. Hirsch, aka
Emelia Hirsch, aka Emilia
Hirsch, Carolyn Twite and
Duane Hirsch, Appellees

Appeal from: District Court, South Central Judicial District, Burleigh County
Judge Gail Hagerty
Nature of Action: Probate - Wills - Trusts
Counsel:
Appellant: Theresa Luan Kellington
Appellee: Sheldon A. Smith
Appellee: Richard B. Baer
Appellant: Gregory C. Larson
Term: 03/2009   Argument: 03/12/2009  9:30am
ND cite: 2009 ND 135
NW cite: 770 N.W.2d 225

Listen to recording of oral argument in MP3 format

Issues: Appellant's Statement of the Issues:
Did the trial court error in terminating The Emelia Hirsch Irrevocable Trust? Was there was clear and convincing evidence that the settlor's intent and the terms of the trust were affected by a mistake of fact or law?

Appellee's Statement of the Issues:
1.Did the trial court err in reforming the Emelia Hirsch Irrevocable Trust to be a revocable trust?
2.Whether Appellee is entitled to recover attorney fees and cost?

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Docket entries:
108/25/2008 NOTICE OF APPEAL: 08/22/2008
208/25/2008 ORDER FOR TRANSCRIPT: 08/22/2008
308/25/2008 ANNOUNCED DISQUALIFICATION: Sandstrom, Dale V.
408/28/2008 RETENTION OF RECORD ON APPEAL: 10/11/2008
510/06/2008 TRANSCRIPT DATED MAY 2, 2008
610/07/2008 CERTIFICATE OF SERVICE OF TRANCRIPTS.
710/07/2008 DISK-TRA (5/2/08)
810/09/2008 RECORD ON APPEAL (3 VOLUMES). NOT REC'D WERE ENTRY NOS. 70, 97, 138, 197 AND 259).
910/16/2008 MOT. EXT/TIME APPELLANT BRIEF & Brief in Support
1010/16/2008 ACTION BY CLERK (MAT). Granted: 12/17/2008
1111/12/2008 Referred by Clerk's Office--Appealability
1211/12/2008 ACTION BY SUPREME COURT (MCL/remand sua sponte). Granted
1311/12/2008 ORDER OF REMAND
1411/17/2008 RECEIPT SIGNED BY DISTRICT COURT CLERK'S OFFICE
1512/10/2008 RE-FILED ROA AFTER REMAND (3 VOL.) NOT REC'D WERE CR NOTES #'S 70, 97, 138, 197 & 259 (ERROR).
1612/10/2008 MOT. EXT/TIME APPELLANT BRIEF (reset briefing schedule after remand)
1712/10/2008 ACTION BY CHIEF DEPUTY CLERK (RESET BRIEFING SCHEDULE AFTER REMAND).. Granted: 01/09/2009
1801/09/2009 APPELLANT BRIEF
1901/09/2009 APPELLANT APPENDIX
2001/09/2009 DISK-ATB (CD-ROM)
2102/09/2009 APPELLEE BRIEF (BRIEF OF EMELIA HIRSCH, DUANE HIRSCH AND CAROLYN TWITE). E-FILED
2202/09/2009 E-FILED BRIEF (AEB)
2302/09/2009 APPELLEE APPENDIX (e-filed) PDF
2402/09/2009 E-FILED APPENDIX (AEA)
2502/10/2009 Received $20 surcharge for AEB (Receipt #18718)(requested add'l $5
2602/11/2009 Received 7 copies of AEB from Central Duplicating
2702/11/2009 Received 6 copies of AEA from Central Duplicating
2802/12/2009 Received $3.50 for add'l pages of AEA (Receipt #18722)
2902/17/2009 Received additional $5 surcharge for e-filed AEB (Receipt #18728).
3002/23/2009 REPLY BRIEF of Appellant
3102/23/2009 DISK - ryb (CD-ROM)
3202/24/2009 8 corrected copies for RYB
3302/23/2009 SITTING WITH THE COURT: Bohlman, Bruce E.
3403/12/2009 APPEARANCES: Theresa L. Cole; Sheldon A. Smith; Richard B. Baer
3503/12/2009 ARGUED: Cole/Smith
3603/12/2009 ORAL ARGUMENT WEBCAST
3703/12/2009 DISPOSITION: AFFIRMED
3807/16/2009 SPLIT OPINION: Crothers, Daniel John
3907/16/2009 (CONCUR IN THE RESULT): Maring, Mary Muehlen: CON/RES
4007/16/2009 (JOIN CONCUR IN THE RESULT): VandeWalle, Gerald W.: JN/CON
4107/16/2009 Costs on appeal taxed in favor of Appellees
4207/17/2009 Judgment E-mailed & Mailed to Parties
4307/28/2009 Mot. Ext/Time Petition for Rehearing (faxed)
4407/28/2009 E-FILED MOTION (MPR) faxed
4507/29/2009 ACTION BY CHIEF DEPUTY CLERK (MPR). Granted: 08/06/2009
4608/06/2009 PETITION FOR REHEARING w/attachments
4708/10/2009 DISK - PER (e-mailed)
4808/24/2009 ACTION BY SUPREME COURT (PER). Denied
4909/04/2009 MANDATE
5009/10/2009 RECEIPT SIGNED BY DISTRICT COURT CLERK'S OFFICE

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