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Estate of Brakke

Docket No. 20160045
Oral Argument: Tuesday, September 20, 2016 1:30pm

Docket Info

Title
In the Matter of Bradley K. Brakke
Trust dated November 11, 2013
-------------------
Timothy A. Brakke, Petitioner and Appellee
v.
Bell State Bank & Trust, Trustee of the
Bradley K. Brakke Trust; Respondent and Appellant
and
Vicki Brakke; Kari Headington, Respondents
-----------
Alanna Rerick, Appellee
Case Type
CIVIL APPEAL : PROBATE - WILLS - TRUSTS
Appeal From
Case No. 2014-CV-02400
East Central Judicial District, Cass County
Norman G. Anderson
2017 ND 34890 N.W.2d 549
Oral Argument 9/20/2016

Highlight

A district court may consider a compromise agreement settling litigation challenging a settlor's capacity to create a trust under statutory provisions in the Uniform Probate Code.
A settlement agreement must be written, executed by all competent persons and parents or guardians acting for minor children having beneficial interests affected by the compromise, the court must find the litigation is in good faith and the effect of the agreement is just and reasonable.


Briefs

Filing Date Description
05/10/2016 APPELLANT BRIEF (PDF) View
06/06/2016 APPELLEE BRIEF (PDF) View
06/23/2016 REPLY BRIEF (PDF) View

Counsel

Party Type Name
APPELLANT PRIVATE PRACTICE Ian McLean - 07320
APPELLEE PRIVATE PRACTICE Sara Kaye Sorenson - 05826
APPELLANT PRIVATE PRACTICE Berly D Nelson - 05903
APPELLEE PRIVATE PRACTICE Andrew Davis Cook - 06278

(Note: Attachments may not be available for recently filed cases and/or confidential documents.)

Seq. # Filing Date Description Attachment
1 01/29/2016 NOTICE OF APPEAL : 01/29/2016
2 01/29/2016 ORDER FOR TRANSCRIPT : 02/03/2016
3 02/01/2016 Rec'd $125 filing fee (receipt 24219)
4 02/01/2016 ANNOUNCED DISQUALIFICATION : Kapsner, Carol Ronning
5 02/01/2016 NOT. OF FILING NOT. OF APPEAL AND PROOF OF SERV.
6 02/01/2016 Notice served Berly D. Nelson & Ian McLean, Robert G. Manly, Sara K. Sorenson and Fred J. Williams
7 03/01/2016 ELEC. RECORD ON APPEAL DATED FEBRUARY 29, 2016 (ENTRY NOS.1-94)
8 03/31/2016 ELECTRONIC TRANSCRIPT DATED October 1, 2015 & C.O.S. (electronic only)
9 05/10/2016 APPELLANT BRIEF (PDF) View
10 05/10/2016 E-FILED BRIEF (PDF)
11 05/10/2016 APPELLANT APPENDIX
12 05/10/2016 E-FILED APPENDIX
13 05/11/2016 Rec'd $25 e-filing surcharge for ATB & $2 for ATA (receipt #24403)
14 05/13/2016 Rec'd 7 copies of ATB and 6 copies of ATA from Central Duplicating
15 05/17/2016 Rec'd $2 for over page limit for ATA (receipt #24408)
16 06/06/2016 APPELLEE BRIEF (PDF) View
17 06/06/2016 E-FILED BRIEF (PDF)
18 06/08/2016 Received $25 AEB e-filing surcharge (brakke) (Receipt #24458)
19 06/08/2016 Received 7 copies of the AEB from Central Duplicating
20 06/23/2016 REPLY BRIEF (PDF) View
21 06/23/2016 E-FILED BRIEF (PDF)
22 06/24/2016 Rec'd 7 copies of RYB from Central Duplicating
23 07/12/2016 NOTICE OF ORAL ARGUMENT SENT
24 07/13/2016 SITTING WITH THE COURT : Hovey, James D.
25 09/20/2016 APPEARANCES: Berly Nelson and Ian McLean/Andrew Cook
26 09/20/2016 ARGUED: B. Nelson/A. Cook
27 09/20/2016 ORAL ARGUMENT WEBCAST
28 01/30/2017 ANNOUNCED DISQUALIFICATION : Tufte, Jerod E.
29 01/30/2017 SITTING WITH THE COURT : Sandstrom, Dale V.
30 02/23/2017 DISPOSITION
31 02/23/2017 UNANIMOUS OPINION : Crothers, Daniel John View
32 02/23/2017 Cost on appeal taxed in favor of Alanna Rerick and Timothy A. Brakke, Appellees
33 02/23/2017 Judgment Sent to Parties
34 03/20/2017 MANDATE
35 03/27/2017 Corrected Opinion Pages Page 11, line 8, "GA" changed to "S.C."-Page 12, line 10 "Georgia" changed
36 03/27/2017 to "South Carolina", - Page 14, line 3, "Georgia" changed to "South Carolina"