In Re Estate of Neiswender

2003 SD 50, 660 N.W.2d 249, 2003 S.D. LEXIS 76
CourtSouth Dakota Supreme Court
DecidedApril 30, 2003
DocketNone
StatusPublished
Cited by8 cases

This text of 2003 SD 50 (In Re Estate of Neiswender) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Neiswender, 2003 SD 50, 660 N.W.2d 249, 2003 S.D. LEXIS 76 (S.D. 2003).

Opinion

LEE D. ANDERSON, Circuit Judge.

[¶ 1.] Claire Neiswender, as personal representative of the Estate of John Leland Neiswender, appeals from the judgment in favor of the contestant, Elaine Neiswender and other interested heirs.

[¶ 2.] Claire is the widow of John. Elaine is John’s daughter from a prior marriage. The trial court held that the parties had reached a settlement agreement. Under the agreement Claire, individually and as personal representative of the Estate, agreed to deed real property located in New Mexico to John’s cousin, Merilyn Howard, in exchange for all other heirs relinquishing any other interest or claims in the Estate. Later Claire requested that the grantees under the deed be changed to Elaine and her sister, Margaret Reedy. On appeal Claire contends that no enforceable agreement was reached.

[¶ 3.] This is the second time this case has been before this Court. See Estate of Neiswender, 2000 SD 112, 616 N.W.2d 83 (Neiswender I). There we held that no irrevocable family agreement existed between John and his co-tenants restricting the transfer of the New Mexico property to blood relatives.

FACTS

[¶ 4.] John died on July 17, 1998. His will specifically bequeathed $1,000 to each of his two daughters, Margaret Elizabeth Reedy (Margaret) and Barbara Elaine Ocshanna, a/k/a Elaine Neiswender (Elaine), as well as $20,000 to his stepdaughter (Claire’s daughter), Mari Etta Vickery and a total of $23,000 to his five grandchildren. His will also bequeathed his interest in land located in New Mexico to his wife Claire. The property consists of 160 acres leased for oil and gas exploration and production. John had a twenty-five percent interest in the land.

Settlement negotiations

[¶ 5.] Claire commenced informal probate proceedings on July 24, 1998. Elaine objected to the proceedings and filed a will contest which ultimately resulted in the court converting the estate to a formal probate and appointing Claire as personal representative with limited authority. In Neiswender I we held that no family agreement existed which would cause the New Mexico property to be excluded from *251 the estate. While that issue was pending on appeal before this Court, negotiations ensued between Elaine (along with her family members) and Claire to settle disputed issues concerning the distribution of the estate assets, including the New Mexico property.

[¶ 6.] These settlement negotiations were finalized in a series of letters between attorneys for the parties on July 20 and 21, 2000. At this time attorney A.P. Fuller represented Elaine and attorney Steven Beardsley represented Claire and the estate. Patrick Westerfíeld, an attorney from New Mexico, also represented Claire and the estate at all pertinent times and assisted the estate with the legal work surrounding the New Mexico property.

[¶ 7.] Although the last settlement letters exchanged by counsel contained some variances in minor details, it appeared that a settlement had been reached. The attorneys participated in a telephonic status conference before Judge Warren Johnson on July 25, 2000. Beardsley appeared for Claire, and Fuller appeared for Elaine. During this status conference, both attorneys agreed that the parties had reached a settlement and the only thing left was execution of documents in accordance with that settlement agreement. The settlement agreement provided:

1. The Estate and Claire personally would transfer all of their right, title, and interest in and to the New Mexico property and in and to any oil, gas, and liquid hydrocarbons or minerals associated with that property.
2. A mutual release would be signed by the Estate, Claire personally and as Personal Representative of the Estate, and all other people named in the will including Elaine and Margaret
3. Claire was to receive any oil and gas lease payments that either had been paid or were to be paid through August 1, 2000.
4. Claire was to receive all other property under the Estate whether real, personal or combined and Elaine, Margaret and their children would disavow any interest in the Estate other than their interest in the New Mexico Property.
5. All objections to the Estate and the Will would be withdrawn.

Performance under the settlement

[¶ 8.] As had been agreed at the status conference, Fuller and Westerfíeld began preparing the documents necessary to carry out the settlement agreement including a mutual release, a stipulation for dismissal and order for dismissal, a quitclaim deed, and an assignment of oil, gas and mineral lease.

[¶ 9.] After Claire executed the quitclaim deed and assignment with a name misspelled, Westerfíeld contacted Fuller by letter stating that Westerfíeld would forward corrected documents to Claire for re-execution. At this point, the only other document to be executed under the settlement agreement was the mutual release, which needed to be signed by Claire.

[¶ 10.] While execution of the settlement documents was proceeding, on August 16, 2000, this Court affirmed the trial court’s ruling concerning the family agreement. Neiswender I. We held that no irrevocable family agreement existed between John and his co-tenants that would prevent transfer of the parcel to non-blood relatives.

[¶ 11.] Claire apparently became dissatisfied with the settlement agreement and refused to sign the mutual release or re-execute the quitclaim deed or assign *252 ment. In response Elaine filed a series of motions including a motion to hold the personal representative in contempt, a motion to compel the personal representative to execute all settlement documents and a motion to produce signed deeds.

[¶ 12.] A hearing on the motions and on the issues of whether the parties entered into a binding settlement agreement was held on August 29, 2001. Judge Johnson held that an agreement had been reached between the parties, the details of which could be found in the correspondence between attorneys Fuller and Wes-terfield in July 2000 and the transcript of the status conference held July 25, 2000.

STANDARD OF REVIEW

[¶ 13.] Our review begins with the findings of fact and a determination of whether the findings support the conclusions of law. The trial court’s findings of fact are given appropriate deference unless they are clearly erroneous, but conclusions of law are reviewed de novo. Jacobson v. Gulbransen, 2001 SD 33, 623 N.W.2d 84.

[¶ 14.] When a trial court determines that an agreement exists between the parties based upon the evidence and testimony presented at trial, that determination will be reviewed with great deference. Jacobson, 2001 SD 33 at ¶ 13, 623 N.W.2d at 88.

ANALYSIS AND DISCUSSION

[¶ 15.] The issue in this case is whether the parties reached an agreement settling the disputes between them. A settlement agreement is contractual in nature and subject to the same rules of construction as contracts. Lewis v. Benjamin Moore & Co., 1998 SD 14, 574 N.W.2d 887.

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Cite This Page — Counsel Stack

Bluebook (online)
2003 SD 50, 660 N.W.2d 249, 2003 S.D. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-neiswender-sd-2003.