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Trust of Linn

Docket No. 20180206
Oral Argument: Friday, December 21, 2018 2:45 PM

Docket Info

Title
In the Trust of Roger S. Linn Restated Trust Agreement, deceased
----------
Scott Ottum, attorney in fact for Shirley A. Linn, Petitioner, Appellant,
and Cross-Appellee
v.
Wells Fargo Bank, N.A. and Harris W. Widmer
as co-Trustees of the Roger Linn Trust, Respondents and Appellees
and
Stephen T. Linn, Deborah R. Wagner,
and Mark Wagner, Respondents, Appellees,
and Cross-Appellants
Case Type
CIVIL APPEAL : PROBATE - WILLS - TRUSTS
Appeal From
Case No. 2017-CV-02936
East Central Judicial District, Cass County
Steven E. McCullough
2019 ND 58923 N.W.2d 815
Oral Argument 12/21/2018

Highlight

The primary objective in construing a trust instrument is to ascertain the settlor’s intent.
When a trust instrument is unambiguous, the settlor’s intent is ascertained from the language of the trust document itself.
An ambiguity exists when rational arguments can be made in support of contrary positions as to the meaning of the term, phrase, or clause in question.
Whether a trust is ambiguous is a question of law, fully reviewable on appeal.

Briefs

Filing Date Description
09/04/2018 APPELLANT BRIEF View
10/01/2018 APPELLEE BRIEF View
10/18/2018 APPELLEE BRIEF View
11/01/2018 REPLY BRIEF View
11/15/2018 REPLY BRIEF View

Counsel

Party Type Name
APPELLANT PRIVATE PRACTICE Whitney M. Irish - 07240
APPELLANT PRIVATE PRACTICE Charlotte Jo Skar Rusch - 06528
APPELLEE PRIVATE PRACTICE Michael Thomas Andrews - 05516
APPELLEE PRIVATE PRACTICE Ashley K. Champ - 07987
APPELLEE PRIVATE PRACTICE Shanon Marie Gregor - 05811
APPELLEE PRIVATE PRACTICE Cloe A. Kilwein - 08375

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

Seq. # Filing Date Description Attachment
1 05/23/2018 NOTICE OF APPEAL : 05/23/2018
2 05/23/2018 ORDER FOR TRANSCRIPT : 05/31/2018
3 05/25/2018 Received $125 filing fee
4 05/25/2018 NOT. OF FILING NOT. OF APPEAL AND PROOF OF SERV.
5 05/25/2018 Notice served on Whitney M. Irish, Charlotte J.S. Rusch, Jordan B. Weir, Michael T. Andrews,
6 05/25/2018 Ashley K. Champ, Shanon M. Gregor, & Cloe A. Kilwein
7 05/25/2018 ANNOUNCED DISQUALIFICATION : Crothers, Daniel John
8 06/07/2018 NOTICE OF CROSS APPEAL
9 06/07/2018 NOT. OF FILING NOT. OF Cross-APPEAL AND PROOF OF SERV.
10 06/07/2018 Notice served on Whitney M. Irish, Charlotte J.S. Rusch, Jordan B. Weir, Michael T. Andrews,
11 06/07/2018 Ashley K. Champ, Shanon M. Gregor, & Cloe A. Kilwein
12 06/22/2018 ELEC. RECORD ON APPEAL DATED JUNE 21, 2018 (ENTRY NOS. 1-54)
13 07/23/2018 1ST ELEC. SUPP. RECORD ON APPEAL DATED JULY 20, 2018 (ENTRY NOS. 55 - 56 )
14 07/24/2018 ELECTRONIC TRANSCRIPT DATED FEB 14, 2018& C.O.S.
15 09/04/2018 APPELLANT BRIEF View
16 09/04/2018 E-FILED BRIEF (PDF)
17 09/04/2018 APPELLANT APPENDIX
18 09/04/2018 E-FILED APPENDIX
19 09/06/2018 Rec'd $25 e-filing surcharge for ATB (receipt #26566)
20 09/10/2018 Rec'd non-substantive correction to ATB & ATA (title, cos)
21 09/12/2018 Rec'd 6 copies of ATB & ATA from CSD
22 10/01/2018 MOT. EXT/TIME APPELLEE BRIEF
23 10/01/2018 E-FILED MOTION
24 10/01/2018 ACTION BY CLERK - Granted : 10/18/2018
25 10/01/2018 APPELLEE BRIEF View
26 10/01/2018 E-FILED BRIEF (PDF)
27 10/03/2018 Rec'd $25.00 e-filing surcharge for AEB (reciept # 26632)
28 10/05/2018 Rec'd 6 copies of AEB back frm Central Duplicating
29 10/18/2018 APPELLEE BRIEF View
30 10/18/2018 E-FILED BRIEF (PDF) (Stephen Linn, Deborah Wagner and Mark Wagner)
31 10/24/2018 Rec'd 6 copies of AEB from Central Duplicating
32 10/24/2018 Rec'd $25 surcharge for AEB (receipt #26673)
33 11/01/2018 REPLY BRIEF View
34 11/01/2018 E-FILED BRIEF (PDF)
35 11/06/2018 Rec'd 6 copies of RYB back from Central Duplicating
36 11/14/2018 NOTICE OF ORAL ARGUMENT SENT
37 11/15/2018 REPLY BRIEF View
38 11/15/2018 E-FILED BRIEF (PDF) (Stephen Linn, Deborah Wagner and Mark Wagner)
39 11/19/2018 SITTING WITH THE COURT : Benson, Anthony Swain
40 11/27/2018 Rec'd 6 copies of RYB from Central Duplicating.
41 12/21/2018 APPEARANCES: Charlotte J.S. Rusch; Michael T. Andrews; Shannon M. Gregor
42 12/21/2018 ARGUED: Charlotte J.S. Rusch; Michael T. Andrews; Shannon M. Gregor
43 12/21/2018 ORAL ARGUMENT WEBCAST
44 02/28/2019 DISPOSITION
45 02/28/2019 UNANIMOUS OPINION : Jensen, Jon J. View
46 02/28/2019 BY ORDER OF THE COURT, NO PARTY HAVE AND RECOVER COSTS AND DISBURSEMENTS IN THIS APPEAL
47 02/28/2019 Judgment Sent to Parties
48 03/07/2019 2nd ELEC. SUPP. RECORD ON APPEAL DATED MARCH 6, 2019 (ENTRY NOS.57-59)
49 03/22/2019 MANDATE