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Matter of Hogen Trust B

Docket No. 20170090
Oral Argument: Thursday, January 4, 2018 2:45 PM

Docket Info

Title
In the Matter of Curtiss A. Hogen Trust B, created under the Last Will and
Testament of Curtiss A. Hogen
----------
Steven C. Hogen, Co-Trustee, Petitioner and Appellee
v.
Rodney Hogen, Co-Trustee, Respondent and Appellant
Case Type
CIVIL APPEAL : PROBATE - WILLS - TRUSTS
Appeal From
Case No. 2015-CV-01717
East Central Judicial District, Cass County
Steven E. McCullough
2018 ND 117911 N.W.2d 305
Oral Argument 1/4/2018

Highlight

In the absence of trust language specifying a termination date for a trust, termination occurs when the object or purpose of the trust is accomplished.

A trustee has a fiduciary duty to a trust and may be liable to the trust for breaches of that duty.

An award of trustee fees and attorney fees is reviewed under the abuse-of-discretion standard.


Briefs

Filing Date Description
06/02/2017 APPELLANT BRIEF & ADDENDUM View
06/30/2017 APPELLEE BRIEF (PDF) View
07/13/2017 REPLY BRIEF View
11/16/2017 SUPPLEMENTAL APPELLANT BRIEF View
12/15/2017 SUPPLEMENTAL APPELLEE BRIEF (PDF) View
12/28/2017 SUPPLEMENTAL REPLY BRIEF (filed subject to approval of the Court) View

Counsel

Party Type Name
APPELLANT PRO SE Jonathan T. Garaas - 03080
APPELLEE PRIVATE PRACTICE Stephen Roger Hanson - 08585
APPELLEE PRIVATE PRACTICE Sara Kaye Sorenson - 05826

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

Seq. # Filing Date Description Attachment
1 03/13/2017 NOTICE OF APPEAL : 03/13/2017
2 03/13/2017 ORDER FOR TRANSCRIPT : 03/15/2017
3 03/13/2017 Received Filing Fee
4 03/15/2017 NOT. OF FILING NOT. OF APPEAL AND PROOF OF SERV.
5 03/15/2017 Notice served on Jonathan T. Garaas, Robert G. Hoy & Sara K. Sorenson
6 03/16/2017 MOTION TO DISMISS APPEAL - RspDue : 03/30/2017
7 03/29/2017 Response Filed
8 03/30/2017 Reply to the Response
9 04/05/2017 Motion to Dismiss, Response, and Reply To Be Heard With the Merits
10 03/30/2017 ELECTRONIC TRANSCRIPT DATED APRIL 27, 2016 & C.O.S.
11 04/07/2017 Letter dated April 4, 2017, with attachment from Robert G. Hoy
12 04/19/2017 ELEC. RECORD ON APPEAL DATED APRIL 18, 2017 (ENTRY NOS.1-481)
13 04/24/2017 ELECTRONIC TRANSCRIPTS DATED NOVEMBER 18, 2015, FEBRUARY 17, 2016, MAY 27, 2016, SEPTEMBER 20, 2016
14 04/24/2017 SEPTEMBER 22, 2016, SEPTEMBER 23, 2016 & C.O.S
15 04/26/2017 MOTION FOR Stay and Appendix
16 05/03/2017 ACTION BY SUPREME COURT (stayed upon $300,000 supersedeas bond & other conditions) - Granted
17 06/02/2017 APPELLANT BRIEF & ADDENDUM View
18 06/02/2017 APPELLANT APPENDIX
19 06/02/2017 DISK (ATB) (CD)
20 06/30/2017 APPELLEE BRIEF (PDF) View
21 06/30/2017 E-FILED BRIEF (PDF)
22 07/03/2017 Rec'd $25 e-filing surcharge for AEB (receipt #25343)
23 07/06/2017 Rec'd 6 copies of AEB from CSD
24 07/14/2017 MOTION FOR Order of Remand - RspDue : 07/31/2017
25 07/14/2017 E-FILED MOTION
26 07/13/2017 REPLY BRIEF View
27 07/14/2017 DISK - CD
28 07/21/2017 1ST ELEC. SUPP. RECORD ON APPEAL DATED JULY 20, 2017 (ENTRY NOS.483-487)
29 07/24/2017 AMENDED 1ST ELEC. SUPP. RECORD ON APPEAL DATED JULY 24, 2017 (ENTRY NOS. 482-488)
30 07/27/2017 Response Filed to Motion for Remand w/ Affidavit of Jonathan Garaas
31 07/28/2017 Reply brief in support of Motion for Remand
32 08/02/2017 ACTION BY SUPREME COURT (Motion for Remand) - Granted
33 08/02/2017 Oral argument continued from September
34 08/02/2017 ORDER OF REMAND
35 09/25/2017 2ND NOTICE OF APPEAL (return of remand)
36 09/25/2017 ORDER FOR TRANSCRIPT : 09/25/2017
37 09/25/2017 MOTION FOR CONSOLIDATION (2nd NOA)
38 09/26/2017 RECORD ON APPEAL DATED SEPTEMBER 21, 2017 (ENTRY NOS.1-507) (Re-filed)
39 09/26/2017 ACTION BY CHIEF JUSTICE (consolidation) - Granted
40 09/25/2017 2ND NOTICE OF APPEAL
41 09/26/2017 NOT. OF FILING 2ND NOT. OF APPEAL AND PROOF OF SERV.
42 09/26/2017 Notice served on Jonathan T. Garaas & Sara K. Sorenson
43 10/11/2017 ELECTRONIC TRANSCRIPT DATED SEPTEMBER 5, 2017 & C.O.S.
44 10/24/2017 2ND ELEC. SUPP. RECORD ON APPEAL DATED OCTOBER 23, 2017 (ENTRY NOS.1-512)
45 10/25/2017 2ND AMENDED ELEC. SUPP. RECORD ON APPEAL DATED OCTOBER 24, 2017 (ENTRY NOS.508-513)
46 11/16/2017 SUPPLEMENTAL APPELLANT BRIEF View
47 11/16/2017 SUPPLEMENTAL APPELLANT APPENDIX
48 11/16/2017 DISK (SUPPLEMENTAL ATB) (CD)
49 12/15/2017 SUPPLEMENTAL APPELLEE BRIEF (PDF) View
50 12/15/2017 E-FILED BRIEF (PDF)
51 12/15/2017 Rec'd 6 copies of Supp AEB from CSD
52 12/18/2017 NOTICE OF ORAL ARGUMENT SENT
53 12/28/2017 SUPPLEMENTAL REPLY BRIEF (filed subject to approval of the Court) View
54 12/28/2017 DISK (SUPP RYB)
55 01/04/2018 APPEARANCES: Jonathan T. Garaas; Sara K. Sorenson; Stephen R. Hanson II
56 01/04/2018 ARGUED: Jonathan T. Garaas; Sara K. Sorenson
57 01/04/2018 ORAL ARGUMENT WEBCAST
58 05/08/2018 DISPOSITION
59 05/08/2018 UNANIMOUS OPINION : VandeWalle, Gerald W. View
60 05/08/2018 Costs on appeal taxed in favor of Appellee
61 05/08/2018 ACTION BY SUPREME COURT (Motion to Dismiss) - Denied
62 05/09/2018 Judgment Sent to Parties
63 05/17/2018 PETITION FOR REHEARING View
64 05/18/2018 DISK (ATB) U.S. Mailed
65 06/05/2018 ACTION BY SUPREME COURT - Denied
66 06/15/2018 MANDATE