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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.


Briefs

Filing Date Description
11/07/2012 APPELLANT BRIEF View
12/06/2012 APPELLEE BRIEF View
12/20/2012 REPLY BRIEF View

Counsel

Party Type Name
APPELLANT PRIVATE PRACTICE Peter William Zuger - 06282
APPELLEE PRIVATE PRACTICE Rebecca Lynn Binstock - 07238
APPELLANT PRIVATE PRACTICE Ronald H McLean - 03260
APPELLEE PRIVATE PRACTICE Paul Reginald Sanderson - 05830
APPELLANT PRIVATE PRACTICE Timothy George Richard - 05454

(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