Matthew Larson Trust Agreement
Docket No. 20120319
Oral Argument:
Monday, January 14, 2013 10:00am
Docket Info
- Title
- In Re: Matthew Larson Trust
Agreement Dated May 1, 1996
and
In Re: Matthew J. Larson
Irrevocable Retirement Trust II
Agreement Dated December 1, 2009
-----------------------
William E. and Patricia A.
Clairmont, Petitioners and Appellants
v.
Greg Larson, parent and guardian
of N.J.L. and L.M.L., Respondent and Appellee
and
Sean Smith as Trustee of the
Elizabeth H. Larson Trust Agreement
Dated May 1, 1996; Jared D. Larson
Trust Agreement Dated May 1, 1996;
and Samuel G. Larson Trust Agreement
Dated May 1, 1996, Respondents - Case Type
- CIVIL APPEAL : PROBATE - WILLS - TRUSTS
- Appeal From
-
Case No. 2011-CV-00922
East Central Judicial District, Cass County
Steven L. Marquart
2013 ND 85831 N.W.2d 388
Oral Argument
1/14/2013
Highlight
A trust may be reformed when there is clear and convincing evidence that both the settlor's intent and the terms of the trust were affected by a mistake of fact or law, whether in expression or inducement.
A mistake in the inducement occurs when the terms of the trust accurately reflect what the settlor intended to be included or excluded but this intention was based on a mistake of fact or law.
Counsel
Party | Type | Name |
---|---|---|
APPELLANT | PRIVATE PRACTICE | Ronald H McLean - 03260 |
APPELLANT | PRIVATE PRACTICE | Timothy George Richard - 05454 |
APPELLEE | PRIVATE PRACTICE | Paul Reginald Sanderson - 05830 |
APPELLANT | PRIVATE PRACTICE | Peter William Zuger - 06282 |
APPELLEE | PRIVATE PRACTICE | Rebecca Lynn Binstock - 07238 |
(Note: Attachments may not be available for recently filed cases and/or confidential documents.)
Seq. # | Filing Date | Description | Attachment |
---|---|---|---|
1 | 08/09/2012 | NOTICE OF APPEAL : 08/09/2012 | |
2 | 08/09/2012 | ORDER FOR TRANSCRIPT : 08/09/2012 | |
3 | 09/11/2012 | ELEC. SUPP. RECORD ON APPEAL DATED (ENTRY NOS. 120-124) | |
4 | 09/12/2012 | ELEC. RECORD ON APPEAL DATED September 12, 2012 (ENTRY NOS.1-61; 63-87; 89-125)(#88-DVD received | |
5 | 09/12/2012 | via U.S. Mail on 9-13-12) | |
6 | 09/28/2012 | TRANSCRIPT DATED 4/4/2012 and 8/7/2012 & C.O.S. | |
7 | 09/28/2012 | DISK-Transcripts dated 4/4/12 and 8/7/12 | |
8 | 10/16/2012 | 2nd ELEC. SUPP. RECORD ON APPEAL DATED 10/15/2012 (ENTRY NOS.132) | |
9 | 11/07/2012 | ANNOUNCED DISQUALIFICATION : Kapsner, Carol Ronning | |
10 | 11/07/2012 | APPELLANT BRIEF | View |
11 | 11/07/2012 | E-FILED BRIEF | |
12 | 11/07/2012 | APPELLANT APPENDIX | |
13 | 11/07/2012 | E-FILED APPENDIX | |
14 | 11/09/2012 | Rec'd $228.50 surcharge for ATB & ATA (Receipt #21569) | |
15 | 11/14/2012 | Rec'd 7 copies of ATB from CSD | |
16 | 11/14/2012 | Rec'd 6 copies of ATA from CSD | |
17 | 12/06/2012 | APPELLEE BRIEF | View |
18 | 12/06/2012 | E-FILED BRIEF | |
19 | 12/07/2012 | Received $25 surcharge for AEB (receipt #21608) | |
20 | 12/07/2012 | Received non-substantive changes to aeb | |
21 | 12/11/2012 | Received 7 copies of AEB from CSD | |
22 | 12/18/2012 | NOTICE OF ORAL ARGUMENT SENT | |
23 | 12/19/2012 | SITTING WITH THE COURT : Lee, Gary H. | |
24 | 12/19/2012 | ANNOUNCED DISQUALIFICATION : Sandstrom, Dale V. | |
25 | 12/19/2012 | SITTING WITH THE COURT : McClintock, Jr., John C. | |
26 | 12/20/2012 | REPLY BRIEF | View |
27 | 12/20/2012 | E-FILED BRIEF | |
28 | 12/21/2012 | Received 7 copies or RYB from Central Duplicating | |
29 | 01/11/2013 | AMENDED NOTICE OF ORAL ARGUMENT SENT | |
30 | 01/14/2013 | APPEARANCES: Ronald McLean and Timothy Richard/Rebecca Binstock and Paul Sanderson | |
31 | 01/14/2013 | ARGUED: McLean/Binstock | |
32 | 01/14/2013 | ORAL ARGUMENT WEBCAST | |
33 | 05/28/2013 | DISPOSITION (AND REMANDED) | |
34 | 05/28/2013 | SPLIT OPINION : Crothers, Daniel John | View |
35 | 05/28/2013 | (CONCURRING AND DISSENTING) : Maring, Mary Muehlen | |
36 | 05/28/2013 | Neither party shall have and recover costs on appeal | |
37 | 05/29/2013 | Judgment Sent to Parties | |
38 | 06/25/2013 | MANDATE | |
39 | 06/28/2013 | RECEIPT SIGNED BY DISTRICT COURT CLERK'S OFFICE | |
40 | 10/15/2021 | EXPUNGED - Nonpermanent record items destroyed |