Loberg v. Alford

372 N.W.2d 912, 1985 N.D. LEXIS 382
CourtNorth Dakota Supreme Court
DecidedAugust 15, 1985
DocketCiv. 10825
StatusPublished
Cited by13 cases

This text of 372 N.W.2d 912 (Loberg v. Alford) 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
Loberg v. Alford, 372 N.W.2d 912, 1985 N.D. LEXIS 382 (N.D. 1985).

Opinions

ERICKSTAD, Chief Justice.

Mary Ann Parkhouse appeals from a district court judgment ordering her to convey to Leslie H. Loberg all her right, title and interest to certain real property she was given by the last will and testament of Alvhilda Loberg. Leslie cross-appeals from the judgment for purposes of preserving his right to recover damages against Shelley J. Lashkowitz should this Court reverse the judgment. Lashkowitz has filed a motion to dismiss the cross-appeal on grounds Leslie has accepted substantial benefits under the court’s judgment. We affirm the judgment and, accordingly, need not resolve the issue raised by the motion to dismiss.

The real property which is the subject of this lawsuit was acquired by Leslie’s father, Henry Loberg, in 1918, and is described as the South Half of the Southwest Quarter (SVfeSWVi) of Section 20, Township 139, Range 49, Cass County, North Dakota. Henry and his first wife, Sara, had six children: Lyle Harvey Loberg, Eugene H. Loberg, Allen H. Loberg, Verna Loberg Alford, Adelaide Loberg Barnes, and the plaintiff, Leslie H. Loberg. Sara died in 1919 and Henry later married Alvhilda. In 1952, Henry executed his last will and testament in which he devised the subject real property, less one-quarter acre that had previously been conveyed to Allen Loberg, to Alvhilda for her life and the remainder interest in equal undivided shares to Leslie and Lyle. Henry appointed Alvhilda as the executrix of his will.

Henry died on October 21, 1960. His will was admitted to probate in Cass County Court and Alvhilda was appointed the executrix. Alvhilda employed Attorney Harry Lashkowitz to act as attorney for the probate of the estate. The defendant, Shelley Lashkowitz, apparently assisted his father as an attorney in the probate proceedings.

On December 28, 1960, Leslie executed an appearance and waiver form which reads in part:

“I ... hereby waive the service of any and all papers and notices which would otherwise be required to be given in the course of the administration of the estate ....
“I hereby waive any right I might have to appeal from the order or decree allowing the final report and accounting, and consent that final decree of distribution may be entered immediately upon the approval of such final report and accounting.”

Leslie appeared at the hearing on the petition for proof and probate of Henry’s will on January 24, 1961, at which time the will was read. Alvhilda filed a final report and accounting and petition for distribution with the Cass County Court on August 4, 1961. The petition indicated that Alvhilda was entitled to the distribution of the subject real property in fee simple ownership, contrary to the terms of Henry’s will. A final decree of distribution was entered and recorded in the Office of the Register of Deeds, Cass County, on August 9, 1961, assigning and vesting in Alvhilda the sub[914]*914ject real property in fee simple. Leslie did not receive a copy of the final decree of distribution, nor did he receive notice of the hearing of the final report and accounting.

Lyle Loberg died on December 5, 1972, leaving a will in which he devised his entire estate to his sister, Adelaide.

Alvhilda died on January 27, 1982, leaving a will in which she devised an undivided one-sixth life interest each in the subject real property to Leslie, Allen, Verna, Adelaide, and Eugene, with the remainder interests in those five-sixths interests in equal shares to her step-granddaughters, Mary Ann Parkhouse and Emily Mary Shassow. The remaining one-sixth interest in the subject real property she devised in fee simple to Mary Ann and Emily in equal shares.

The trial court found that Leslie, although aware of the terms of Henry’s will, did not discover the erroneous final decree of distribution until February 5, 1982. On February 26, 1982, all of the devisees in Alvhilda’s will, except Mary Ann, quit-claimed their interests in the subject real property to Leslie.

In May, 1982, Leslie brought an action in district court against Verna Loberg Alford, as personal representative of the estate of Alvhilda Loberg, Mary Ann Parkhouse, and Shelley J. Lashkowitz, seeking damages, the imposition of an implied trust over the subject real property, or a judgment quieting title to the property solely in his name. Leslie also sought to recover damages from Shelley Lashkowitz, in the event that the suit against Mary Ann was unsuccessful, for his alleged negligence in preparing the final report and accounting and petition for the distribution of Henry’s estate and the final decree of distribution. In her answer, Mary Ann alleged that Leslie had knowledge of the state of the title for more than twenty years and by his own negligence and by his failure to act within the applicable statute of limitations was es-topped to claim any right, title or interest in the subject property, and was also guilty of laches. We assume the knowledge referred to in the answer was constructive knowledge, as it was conceded in oral argument that Leslie had no actual knowledge. Shelley Lashkowitz filed an answer alleging in part that Leslie consented to the final decree of distribution of Henry’s estate thereby waiving any claim that he had.

Following a bench trial, the trial court issued a memorandum opinion and findings of fact, conclusions of law, and order for judgment incorporating therein the findings and conclusions of the memorandum opinion. We have essentially stated the trial court’s findings of fact in our recitation of the facts. The court’s conclusions of law read in part:

“2. That the causes of action against the Defendants, ... are not barred by any statute of limitation.
“3. That the Plaintiff’s execution of an ‘appearance and waiver,’ does not constitute a waiver of claims based upon wrongful act, mistake, negligence or malpractice.
“4. That when the Plaintiff’s rights became known he acted promptly and the defense of laches does not apply.
“5. That the Defendant, Shelley J. Lashkowitz as an attorney had a duty to use the care and skill ordinarily used in like probate proceedings by reputable members of the profession in an effort to accomplish the purpose for which he was employed.
“6. That the Defendant, Shelley Lash-kowitz, negligently failed to prepare the Final Decree of Distribution in accordance with the terms of the Last Will and Testament of Henry Loberg.
“7. That ... Alvhilda Loberg was bound by a fiduciary duty when acting in her capacity of Executrix of the Estate of Henry Loberg.
“8. That Alvhilda Loberg succeeded to the subject property as the result of a mistake and the wrongful act of Defendant Shelley J. Lashkowitz.
“9. That Alvhilda Loberg is an implied trustee of the subject property for the benefit of Plaintiff.
“10. That the Defendant Mary Ann Parkhouse was not a bona fide purchaser in good faith for value and holds the [915]*915subject property as implied trustee for the benefit of Plaintiff.”

The court further ordered that Verna Alford, as personal representative of Alvhilda’s estate, and Mary Ann convey all their interests in the subject real property to Leslie. The court also ordered that Shelley Lashkowitz pay to Leslie the sum of $1,205.50 for his costs and disbursements.

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Loberg v. Alford
372 N.W.2d 912 (North Dakota Supreme Court, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
372 N.W.2d 912, 1985 N.D. LEXIS 382, Counsel Stack Legal Research, https://law.counselstack.com/opinion/loberg-v-alford-nd-1985.