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Matter of Michael J. Tharaldson Trust

Docket No. 20220182
Oral Argument: Thursday, October 6, 2022 2:45 PM

Docket Info

Title
In the Matter of the Michael J. Tharaldson Irrevocable Trust II dated October 3, 2011

Bell Bank, Trustee, Petitioner and Appellee
v.
Matthew D. Tharaldson, Respondent and Appellee
and
Michelle Tharaldson LeMaster, Respondent
and
E.M., through his guardian,
Mark McAllister, Interested Party and Appellant
Case Type
CIVIL APPEAL : PROBATE - WILLS - TRUSTS
Appeal From
Case No. 2019-CV-02259
East Central Judicial District, Cass County
Tristan Jones Van de Streek
2023 ND 2984 N.W.2d 375
Oral Argument 10/6/2022

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.

Briefs

Filing Date Description
08/08/2022 APPELLANT BRIEF View
09/07/2022 APPELLEE BRIEF - MATTHEW D. THARALDSON View
09/07/2022 APPELLEE BRIEF - BELL BANK View
09/13/2022 REPLY BRIEF View

Counsel

Party Type Name
APPELLANT PRIVATE PRACTICE Jonathan T. Garaas - 03080
APPELLEE PRIVATE PRACTICE Berly D Nelson - 05903
APPELLEE PRIVATE PRACTICE Beverley Lynn Adams - 05329
APPELLEE PRIVATE PRACTICE Timothy George Richard - 05454
APPELLEE PRIVATE PRACTICE Fred John Williams - 06129

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

Seq. # Filing Date Description Attachment
1 06/24/2022 NOTICE OF APPEAL : 06/24/2022
2 06/24/2022 Proof of service of NOA is being filed on June 24, 2022
3 06/24/2022 ORDER FOR TRANSCRIPT
4 06/24/2022 ANNOUNCED DISQUALIFICATION : McEvers, Lisa K. Fair
5 06/28/2022 Rec'd filing fee
6 06/29/2022 Rec'd redacted NOA
7 06/30/2022 Rec'd additional redactions to noa
8 06/30/2022 NOT. OF FILING NOT. OF APPEAL AND PROOF OF SERV.
9 06/30/2022 Notice served on Jonathan T. Garaas, Timothy G. Richard, Berly D. Nelson, Fred J. Williams III,
10 06/30/2022 Beverly L. Adams, & Michelle T. LeMaster
11 06/30/2022 Rec'd redactions to OTR
12 07/01/2022 All Transcripts Filed in Record
13 07/25/2022 ELEC. RECORD ON APPEAL DATED JULY 22, 2022(ENTRY NOS. 1-127)
14 07/27/2022 AMENDED ELEC. RECORD ON APPEAL DATED JULY 26, 2022 (ENTRY NOS. 1-47, 49-127, 129)
15 07/27/2022 Rec'd amd ROA (numbering)
16 08/08/2022 APPELLANT BRIEF View
17 08/08/2022 Oral Argument Request by Appellant
18 08/10/2022 Rec'd corrections to ATB (redactions, electronic service on M. LeMaster)
19 08/11/2022 Rec'd 3 copies of ATB from CSD
20 09/07/2022 APPELLEE BRIEF - MATTHEW D. THARALDSON View
21 09/07/2022 Oral Argument Request by Appellee Matthew D. Tharaldson
22 09/07/2022 APPELLEE BRIEF - BELL BANK View
23 09/07/2022 Oral Argument Request by Appellee Bell Bank
24 09/09/2022 Rec'd 3 copies of AEB from CSD (Bell Bank)
25 09/09/2022 Rec'd 3 copies of AEB from CSD (Tharaldson)
26 09/13/2022 REPLY BRIEF View
27 09/14/2022 Rec'd correction to RYB (redaction)
28 09/16/2022 Rec'd 3 copies of RYB from CSD
29 09/21/2022 NOTICE OF ORAL ARGUMENT SENT
30 09/26/2022 SITTING WITH THE COURT : Schmalenberger, Allan L.
31 10/06/2022 APPEARANCES: Jonathan T. Garaas, Berly D. Nelson and Beverly L. Adams
32 10/06/2022 ARGUED: Jonathan T. Garaas, Berly D. Nelson and Beverly L. Adams
33 10/06/2022 ORAL ARGUMENT WEBCAST
34 01/05/2023 DISPOSITION
35 01/05/2023 UNANIMOUS OPINION : Tufte, Jerod E. View
36 01/05/2023 Judgment View
37 01/05/2023 Costs taxed in favor of Appellees
38 01/27/2023 MANDATE