Jordan v. Anderson

421 N.W.2d 816, 1988 N.D. LEXIS 82, 1988 WL 26688
CourtNorth Dakota Supreme Court
DecidedMarch 29, 1988
DocketCiv. 870284
StatusPublished
Cited by20 cases

This text of 421 N.W.2d 816 (Jordan v. Anderson) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jordan v. Anderson, 421 N.W.2d 816, 1988 N.D. LEXIS 82, 1988 WL 26688 (N.D. 1988).

Opinion

ERICKSTAD, Chief Justice.

The petitioners, Daryl W. and Jay L. Jordan, appeal from a county court order denying their petition for construction of Thomas Mygland’s will and a determination of the devisees under that will. We affirm.

On December 4, 1981, Thomas executed a will naming his sister-in-law, Sara Myg-land, as the sole devisee of his property. Thomas’ will was drafted by a non-attorney and did not include a residuary clause or refer to Sara predeceasing Thomas. Sara was the widow of Thomas’ brother, Albert Mygland. Sara and Albert did not have any children, but had two nephews, Daryl and Jay. Thomas was never married and did not have any children, but he had two sisters, Alma C. Anderson and Olga Tjers-land. In 1982 Thomas contracted Alzheimer’s disease and on December 9, 1982, he was declared incompetent and placed under guardianship.

On February 25, 1983, Sara executed a will devising certain property to Jay, the personal representative of her estate. Her will also provided:

“In the event I inherit real and personal property from Thomas Mygland, I give, devise and bequeath ... [such items] to Daryl W. Jordan.”

On February 5, 1986, Sara died without changing or revoking her February 25, 1983 will. On June 6, 1986, Thomas died without changing or revoking his December 4, 1981 will. Thomas’ will was admitted to probate, and James A. Anderson, Thomas’ nephew, was appointed personal representative of the estate. The petitioners made a written demand for a jury trial and filed a petition for construction of the will and a determination of the devisees, requesting the court to:

“construe the Will of Thomas Mygland consistent with his obvious planned and stated intent and promise which both Da *818 ryl Jordan and Sarah relied on, and determine that his devise and bequest of his property to Sarah Mygland did not lapse and that the estate of Sarah Myg-land be adjudicated the legal devisee and legatee of the Thomas Mygland estate.”

The probate court concluded that Thomas’ will clearly and unambiguously devised his property to Sara without reference to Sara predeceasing Thomas and without a residuary clause. The court determined that Sara predeceased Thomas by more than 120 hours and therefore Thomas’ devise to her lapsed. The court further found that no contract existed for Thomas to make a will in favor of the petitioners. The court determined that the petitioners did not have standing to demand a jury trial because there were no issues of fact entitling them to a jury trial and thus denied their request to present extraneous evidence to determine Thomas’ intent. The court’s decision, in effect, permits Thomas’ sisters, Alma and Olga, to take his property by intestate succession. The petitioners have appealed.

The petitioners contend that they have “standing” to challenge Thomas’ will and demand a jury trial because, at the very least, they have a claim which may be affected by a formal testacy proceeding involving that will and a determination of his heirs. They argue that they are “interested persons” within the meaning of Section 30.1-15-01(1), N.D.C.C. [Uniform Probate Code § 3-401], which provides:

“1. A formal testacy proceeding is litigation to determine whether a decedent left a valid will. A formal testacy proceeding may be commenced by an interested person filing a petition as described in subsection 1 of section 30.1-15-02 in which he requests that the court, after notice and hearing, enter an order probating a will, or a petition to set aside an informal probate of a will or to prevent informal probate of a will which is the subject of a pending application, or a petition in accordance with subsection 2 of section 30.1-15-02 for an order that the decedent died intestate.” [Emphasis added.]
Section 30.1-01-06(21), N.D.C.C. [U.P.C. § 1-201(20)] defines “interested persons”: “Subject to additional definitions contained in the subsequent chapters which are applicable to specific chapters, and unless the context otherwise requires, in this title:
* * * * * *
“21. ‘Interested person’ includes heirs, devisees, children, spouses, creditors, beneficiaries, and any others having a property right in or claim against a trust estate or the estate of a decedent, ward, or protected person which may be affected by the proceeding. It also includes persons having priority for appointment as personal representative, and other fiduciaries representing interested persons. The meaning as it relates to particular persons may vary from time to time and must be determined according to the particular purposes of, and matter involved in, any proceeding.” [Emphasis added.]

The emphasized language plainly indicates a broad intent to include as interested persons any “others having a ... claim against ... the estate” of Thomas. That statutory language is broad enough to include these petitioners who, at the very least, have a claim which may be affected by the probate of Thomas’ estate, and we therefore conclude that they are “interested persons” within the meaning of those statutes. While these petitioners may have “standing” because they have a claim against Thomas’ estate as an “interested person,” that claim does not guarantee them a jury trial or that they will prevail on their claim, and further analysis of the nature of their claim is necessary.

The purpose of construing a will is to ascertain the testator’s intent. In re Nelson’s Estate, 419 N.W.2d 915 (N.D.1988); Schatz v. Schatz, 419 N.W.2d 903 (N.D.1988). Where the language of a will is clear and unambiguous, the testator’s intent must be determined from the language of the will. Quandee v. Skene, 321 N.W.2d 91 (N.D.1982); See Section 30.1-09-03, N.D.C.C. [U.P.C. § 2-603] [“intention of a testator as expressed in his will *819 controls the legal effect of his dispositions.” ]. A provision in a will is ambiguous when more than one interpretation may be given to the provision and it may be understood in more than one sense. Schatz v. Schatz, supra; In re Tonneson’s Estate, 136 N.W.2d 823 (N.D.1965). If the language of a will is ambiguous, extrinsic evidence is permissible to remove the ambiguity. In re Estate of Johnson, 214 N.W.2d 112 (N.D.1973). However, extrinsic evidence is admissible “ ‘only to show what the testator meant by what he said, not to show what he intended to say.’ ” McGuire v. Gaffney, 314 N.W.2d 851, 855 (N.D.1982).

Whether or not an ambiguity exists in a will is a question of law. In re Estate of Johnson, supra. This court will determine for itself the correct construction of an unambiguous will. Schatz v. Schatz, supra.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Grenz
2020 ND 189 (North Dakota Supreme Court, 2020)
Estate of Pedro v. Scheeler
2014 ND 237 (North Dakota Supreme Court, 2014)
Hartvickson v. Haugen
2011 ND 28 (North Dakota Supreme Court, 2011)
State v. Gomez
2011 ND 29 (North Dakota Supreme Court, 2011)
West v. Myrvik
2008 ND 190 (North Dakota Supreme Court, 2008)
Horton v. Horton
2008 ND 193 (North Dakota Supreme Court, 2008)
In Re Estate of Samuelson
2008 ND 190 (North Dakota Supreme Court, 2008)
Black v. Richmond
2005 ND 145 (North Dakota Supreme Court, 2005)
In Re Estate of Richmond
2005 ND 145 (North Dakota Supreme Court, 2005)
Martin v. Berg
2005 ND 108 (North Dakota Supreme Court, 2005)
Matter of Estate of Wieland
1998 ND 130 (North Dakota Supreme Court, 1998)
Matter of Estate of Brown
1997 ND 11 (North Dakota Supreme Court, 1997)
Matter of the Estate of Fern L. Brown
1997 ND 11 (North Dakota Supreme Court, 1997)
Zimbelman v. Loh
539 N.W.2d 67 (North Dakota Supreme Court, 1995)
Matter of Estate of Zimbleman
539 N.W.2d 67 (North Dakota Supreme Court, 1995)
Matter of Estate of Ostby
479 N.W.2d 866 (North Dakota Supreme Court, 1992)
Kopperud v. Reilly
453 N.W.2d 598 (North Dakota Supreme Court, 1990)
Matter of Estate of Stuckle
427 N.W.2d 96 (North Dakota Supreme Court, 1988)

Cite This Page — Counsel Stack

Bluebook (online)
421 N.W.2d 816, 1988 N.D. LEXIS 82, 1988 WL 26688, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jordan-v-anderson-nd-1988.