Free Trusts & Estates case summaries from Justia.
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Table of Contents | Estate of Lindvig Real Estate & Property Law, Trusts & Estates North Dakota Supreme Court | Estate of Moore Business Law, Trusts & Estates North Dakota Supreme Court |
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Trusts & Estates Opinions | Estate of Lindvig | Court: North Dakota Supreme Court Citation: 2020 ND 236 Opinion Date: November 19, 2020 Judge: Daniel J. Crothers Areas of Law: Real Estate & Property Law, Trusts & Estates | Gail Howard, Bruce Lindvig, and Milton Lindvig, personally and as Successor Personal Representative to the Estate of Ralph H. Lindvig, (together “the estate of Ralph Lindvig”) appealed a judgment entered in consolidated formal probate proceedings. In 2007, due to financial concerns related to paying for Ralph's care, his wife Dorothy Lindvig, acting as Ralph's attorney in fact, sold portions of Ralph's interests in the land he received from his parents to Milton Lindvig, Ralph's brother. The transfers were made by two warranty deeds, each of which severed the minerals and reserved them to Ralph and Dorothy as joint tenants. In May of 2007, Dorothy, again acting as Ralph's attorney in fact, conveyed the Wattam land to herself by warranty deed. When Ralph died, Dorothy was the personal representative of his estate. After her death in 2009, she was replaced by Milton. Dorothy died intestate, survived by a brother and her sister, Patricia Jellum, who was the personal representative of Dorothy's estate. The estate of Ralph Lindvig filed a petition in Dorothy's probate proceedings to set aside the intestate distribution of the minerals she severed and the Wattam land she conveyed to herself. The estate argued the transfers were beyond Dorothy's authority because they diminished the size of his estate and were not approved by a court, all in contravention of the power of attorney’s gifting provisions. The parties stipulated to consolidating the two probates as formal administrations. The probate court determined Dorothy did not breach her fiduciary duties by engaging in improper self-dealing. The North Dakota Supreme Court affirmed the probate court's judgment. | | Estate of Moore | Court: North Dakota Supreme Court Citation: 2020 ND 249 Opinion Date: November 19, 2020 Judge: Gerald W. VandeWalle Areas of Law: Business Law, Trusts & Estates | Donald Moore, Scott Moore, and the Glenn W. Moore & Sons partnership appealed an amended judgment ordering the partnership to pay $140,206 to Delbert Moore’s step-children, Charles Minard, Candice Eberhart, and Terry Minard. Before his death, Delbert Moore was a partner with his brother Donald Moore and nephew Scott Moore in the Glenn W. Moore & Sons partnership, a ranching business. Delbert Moore’s will directed that a majority of his real property be sold within six months of his death and the proceeds be distributed to his three step-children, Charles Minard, Candice Eberhart, Terry Minard, and his nephew Scott Moore. His will also devised his one-third interest in the partnership to his three step- children. Delbert Moore’s real property sold in May 2015. The partnership and Delbert Moore’s estate each hired an accountant to prepare an accounting of the partnership’s profits and losses; the Estate’s one-third share of the partnership’s profits was $140,206. The partnership argues the district court erred in adopting the Estate’s accounting of the partnership’s profits and losses. Finding no reversible error in the district court's judgment, the North Dakota Supreme Court affirmed. | |
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