Agnes M. Gassmann Revocable Living Trust
Docket No. 20100275
Oral Argument:
Wednesday, February 23, 2011 2:45pm
Docket Info
- Title
- Agnes M. Gassmann Revocable Living Trust
------------------------
Wells Fargo Bank, N.A., Petitioner and Appellee
v.
Mary Reichert, Jo Anne Dalhoff,
and James Gassmann, Respondents and Appellants
and
John T. Gassmann, Respondent - Case Type
- CIVIL APPEAL : PROBATE - WILLS - TRUSTS
- Appeal From
-
Case No. 2009-CV-04694
East Central Judicial District, Cass County
Steven L. Marquart
2011 ND 169802 N.W.2d 889
Oral Argument
2/23/2011
Highlight
Testimony from the attorney who drafted the trust that a specific drafting error occurred and, as a result, the trust language did not conform to the settlor's true intent may, if believed by the trier of fact, constitute clear and convincing evidence sufficient to warrant reformation of the trust under N.D.C.C. 59-12-15.
When reviewing findings of fact made by the trial court under a clear and convincing evidence standard, the Supreme Court accords great deference to the trial court's determination of the credibility of witnesses and the weight to be given their testimony and does not reweigh the evidence or reassess the credibility of witnesses.
In construing the provisions of a trust, the general rules of construction of written documents apply and the trust must be read as a whole so as to give effect to every part.
Counsel
| Party | Type | Name |
|---|---|---|
| APPELLANT | PRIVATE PRACTICE | Sara Kaye Sorenson - 05826 |
| APPELLEE | PRIVATE PRACTICE | Ronald H McLean - 03260 |
| APPELLANT | PRIVATE PRACTICE | Robert E Rosenvold - 03059 |
| APPELLEE | PRIVATE PRACTICE | Timothy George Richard - 05454 |
| APPELLANT | PRIVATE PRACTICE | Not Licensed in ND - 00002 |
| APPELLANT | PRIVATE PRACTICE | Not Licensed in ND - 00002 |
(Note: Attachments may not be available for recently filed cases and/or confidential documents.)
| Seq. # | Filing Date | Description | Attachment |
|---|---|---|---|
| 1 | 08/26/2010 | NOTICE OF APPEAL : 08/25/2010 | |
| 2 | 08/26/2010 | ORDER FOR TRANSCRIPT : 08/25/2010 | |
| 3 | 08/26/2010 | Consolidated w/20100276. Make all docket entries, except ROA, DIS, & MAN codes, in this case | |
| 4 | 09/03/2010 | Rec'd updated Affidavit of Christine B. Long, Pro Hac Vice | |
| 5 | 09/27/2010 | RECORD ON APPEAL (electronic) | |
| 6 | 10/15/2010 | MOT. EXT/TIME TRANSCRIPT | |
| 7 | 10/15/2010 | ACTION BY TRIAL COURT (MTR) - Granted : 10/15/2010 | |
| 8 | 10/15/2010 | TRANSCRIPT DATED May 3, 2010 & C.O.S. (replacement transcript filed 10-20-10) | |
| 9 | 10/20/2010 | Replacement Transcript dated 5-3-10 (same as Transcript filed on 10-15-10) | |
| 10 | 10/20/2010 | DISK - tra (5-3-10) | |
| 11 | 11/17/2010 | Rec'd updated Affidavit of Brent B. "Chris" Green, Pro Hac Vice | |
| 12 | 11/24/2010 | APPELLANT BRIEF (e-filed) | View |
| 13 | 11/24/2010 | E-FILED BRIEF (ATB) | |
| 14 | 11/24/2010 | APPELLANT APPENDIX (e-filed) | |
| 15 | 11/24/2010 | E-FILED APPENDIX (ATA) | |
| 16 | 11/26/2010 | Received $98. surcharge for ATB (Receipt #20075) | |
| 17 | 12/01/2010 | Rec'd 7 copies of ATB from CSD | |
| 18 | 12/01/2010 | Rec'd 6 copies of ATA from CSD | |
| 19 | 12/01/2010 | ANNOUNCED DISQUALIFICATION : Kapsner, Carol Ronning | |
| 20 | 12/23/2010 | APPELLEE BRIEF | View |
| 21 | 12/23/2010 | E-FILED BRIEF (AEB) | |
| 22 | 12/23/2010 | APPELLEE APPENDIX | |
| 23 | 12/23/2010 | E-FILED APPENDIX (AEA) | |
| 24 | 12/27/2010 | Rec'd $25.00 AEB e-file surcharge. (receipt no. 20108) | |
| 25 | 01/05/2011 | Rec'd 7 copies of AEB back from Central Duplicating. | |
| 26 | 01/05/2011 | Rec'd 6 copies of AEA back from Central Duplicating. | |
| 27 | 01/06/2011 | REPLY BRIEF of Appellants | View |
| 28 | 01/06/2011 | E-FILED BRIEF (RYB) | |
| 29 | 01/10/2011 | Received 7 copies of RYB from CSD | |
| 30 | 01/19/2011 | NOTICE OF ORAL ARGUMENT SENT | |
| 31 | 01/25/2011 | Supplemental Clerk's Certificate dated 1-25-11 (Entry Nos. 26-20) (electronic) | |
| 32 | 01/25/2011 | Supplemental Clerk's Certificate dated 1-25-11 (Entry Nos. 31 & 32) (electronic) | |
| 33 | 02/01/2011 | MOTION TO STRIKE CORRECTED MEMORANDUM, FINDINGS OF FACT, CONCLUSIONS OF LAW & ORDER FOR JUDGMENT - RspDue : 02/11/2011 | |
| 34 | 02/01/2011 | W/MEMORANDUM IN SUPPORT (e-filed) | |
| 35 | 02/01/2011 | E-FILED MOTION (Mot/Strike/Corrected/Memorandum) | |
| 36 | 02/04/2011 | Received $3.50 for e-filing of Motion to Strike (Receipt #20166) | |
| 37 | 02/11/2011 | Response TO MOTION TO STRIKE CORRECTED MEMO., FINDINGS OF FACT, CONCLUSIONS OF LAW & ORDER FOR JUDG | |
| 38 | 02/11/2011 | EFILED RESPONSE (Mot/Strike/Corrected/Memorandum) | |
| 39 | 02/17/2011 | Brief of Respondents in Reply to Appellee's Response to Mot. to Strike Corrected Memo., | |
| 40 | 02/17/2011 | Findings of Fact, Conclusions of Law & Order for Judgment. | |
| 41 | 02/17/2011 | EFILED (Brief of Respondents in Reply to Appellee's Resp. to Mot. to Strike...) | |
| 42 | 02/18/2011 | SITTING WITH THE COURT : Hodny, William F. | |
| 43 | 02/23/2011 | APPEARANCES: Christine B. Long; Sara K. Sorenson; Timothy G. Richard; Ronald H. McLean | |
| 44 | 02/23/2011 | ARGUED: APPEARANCES: Christine B. Long; Timothy G. Richard | |
| 45 | 02/23/2011 | ORAL ARGUMENT WEBCAST | |
| 46 | 08/23/2011 | No Action Taken(Mot.to Strike Corrected Memo,Findings of fact,Conclusion of Law&Order for Judgment) | |
| 47 | 08/23/2011 | DISPOSITION (AND REMANDED IN PART) | |
| 48 | 08/23/2011 | UNANIMOUS OPINION : Maring, Mary Muehlen | View |
| 49 | 08/23/2011 | Costs on appeal taxed in favor of appellee | |
| 50 | 08/24/2011 | Judgment Sent to Parties | |
| 51 | 09/21/2011 | MANDATE | |
| 52 | 10/03/2011 | RECEIPT SIGNED BY DISTRICT COURT CLERK'S OFFICE | |
| 53 | 03/19/2021 | EXPUNGED - Nonpermanent record items destroyed |