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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.


Briefs

Filing Date Description
11/24/2010 APPELLANT BRIEF (e-filed) View
12/23/2010 APPELLEE BRIEF View
01/06/2011 REPLY BRIEF of Appellants View

Counsel

Party Type Name
APPELLANT PRIVATE PRACTICE Robert E Rosenvold - 03059
APPELLANT PRIVATE PRACTICE Sara Kaye Sorenson - 05826
APPELLEE PRIVATE PRACTICE Timothy George Richard - 05454
APPELLANT PRIVATE PRACTICE Not Licensed in ND - 00002
APPELLEE PRIVATE PRACTICE Ronald H McLean - 03260

(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