Matter of Emelia Hirsch Trust

20120371 In the Matter of the Emelia Hirsch, June 9, 1994, Irrevocable Trust
------------------
Timothy Betz, Respondent and Appellant
v.
Emelia A. Hirsch, aka
Emelia Hirsch, aka Emilia
Hirsch, Carolyn Twite, and
Duane Hirsch, Petitioner and Appellees

Appeal from: District Court, South Central Judicial District, Burleigh County
Judge Gail Hagerty
Nature of Action: Probate - Wills - Trusts
Counsel:
Appellant: Pro se
Appellee: Sheldon A. Smith
Term: 02/2013   Argument: 02/28/2013  2:45pm
ND cite: 2013 ND 63
NW cite: 832 N.W.2d 334

Listen to recording of oral argument in MP3 format

Issues: Appellant's Statement of the Issues:
Did the trial court error in replacing an Irrevocable Trust instrument with a Revocable Trust instrument in contradiction of the N.D.C.C. 59-09-03 definitions? Terms of a Trust vs. Trust Instrument.
Did the trial court error in reforming the Emelia Hirsch June 9, 1994 Irrevocable Trust before the Tax problems and Special Gift Tax lien on the beneficiaries property were resolved with the I.R.S.?
Did the trial court error in failing to address the gifts that Emelia Hirsch had given to the 13 beneficiaries from 1994 - 2000, as to the ownership of the Insurance policies, Investments and Real Property?

Appellee's Statement of the Issues:
(1.) Whether Timothy Betz's appeal of the District Court's August 10, 2012 Order denying Betz's July 12, 2012 Motion and Petition to Vacate the July 16, 2008 Reformation Order is barred by North Dakota Rules of Civil Procedure Rule 60(c)?
(2.) Whether Betz's appeal is barred by the principles of res judicata and collateral estoppel?
(3.) Whether Appellees are entitled to recover attorney fees and costs in this matter?


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Docket entries:
110/04/2012 NOTICE OF APPEAL: 10/03/2012
210/04/2012 ANNOUNCED DISQUALIFICATION: Sandstrom, Dale V.
310/26/2012 ELEC. RECORD ON APPEAL DATED October 25, 2012 (ENTRY NOS. 1-258, 260-313, 316-487). No docket Nos.
410/26/2012 259, 314 and 315
511/09/2012 APPELLANT BRIEF
611/09/2012 APPELLANT APPENDIX
711/19/2012 Copies of Page 74 for ATA
811/19/2012 Proof of Service of ATB & ATA and Page 74 for ATA
911/19/2012 DISK - ATB (e-mailed)
1012/03/2012 MOTION FOR Order Dismissing Appeal. RspDue: 12/17/2012
1112/04/2012 MOT. EXT/TIME APPELLEE BRIEF (on court's motion)
1212/04/2012 ACTION BY CLERK. Granted: 01/07/2012
1312/11/2012 Response Filed to Motion for Order Dismissing Appeal
1412/19/2012 ACTION BY SUPREME COURT (Mtn. to Dismiss). Denied
1501/07/2013 APPELLEE BRIEF (PDF)
1601/07/2013 E-FILED BRIEF (PDF)
1701/08/2013 Rcv'd $25 surcharge for AEB (Receipt #21648)
1801/09/2013 Rcv'd 7 copies of AEB from CSD
1901/18/2013 REPLY BRIEF
2001/24/2013 SITTING WITH THE COURT: McClintock, Jr., John C.
2101/24/2013 NOTICE OF ORAL ARGUMENT SENT
2202/28/2013 APPEARANCES: Timothy Betz; Sheldon A. Smith
2302/28/2013 ARGUED: Timothy Betz; Sheldon A. Smith
2402/28/2013 ORAL ARGUMENT WEBCAST
2504/11/2013 DISPOSITION: AFFIRMED BY SUMMARY DISP.
2604/11/2013 UNANIMOUS OPINION: Per Curiam
2704/11/2013 Ordered that appellant pay attorney fees in the amount of $1,000.00 plus double costs
2804/12/2013 Judgment Sent to Parties
2904/25/2013 PETITION FOR REHEARING
3004/25/2013 DISK (e-mailed)
3105/21/2013 Denied Petition for Rehearing. Denied: 05/21/2013
3206/26/2013 MANDATE

Generated from Supreme Court Docket on 12/19/2014