Matter of Estate of Wieland

1998 ND 130, 581 N.W.2d 140, 1998 N.D. LEXIS 145, 1998 WL 345207
CourtNorth Dakota Supreme Court
DecidedJune 30, 1998
DocketCivil 970395
StatusPublished
Cited by13 cases

This text of 1998 ND 130 (Matter of Estate of Wieland) 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
Matter of Estate of Wieland, 1998 ND 130, 581 N.W.2d 140, 1998 N.D. LEXIS 145, 1998 WL 345207 (N.D. 1998).

Opinion

MESCHKE, Justice.

[¶ 1] Thomas Wieland appeals the denial of his motion to vacate the final distribution of the estate of Florence Wieland, his mother, to consider evidence he claimed to be newly discovered. We affirm the trial court’s denial because the additional evidence would not change the distribution of Florence’s estate.

[¶ 2] Thomas is the adopted son of Bernard and Florence Wieland, and has one adopted sister, Mary Jewett. Throughout his life, Thomas lived on the family farm in Barnes County. He farmed with his father, became a partner in the farming business, and eventually took over when his father’s health declined.

[¶ 3] Bernard and Florence each owned an undivided one-half interest in the 800 acre farm. On November 14, 1980, Bernard and Florence signed separate Contracts for Deed with Thomas for the farm land. The Contracts for Deed were recorded with the Barnes County Register of Deeds on November 18, 1980. By these Contracts, Bernard and Florence each agreed to sell an undivided one-half interest in the land to Thomas for $116,250. Thomas promised to pay Bernard and Florence each $4,889.51 on each May 1 and November 1 of each year thereafter until November 1, 2000, when the balance was due. Thomas also agreed to pay the real estate taxes on the land.

[¶ 4] That same day, Bernard and Florence also signed a “Supplemental Agreement to Sale of Land” with Thomas. The relevant part said:

*142 [Bernard and Florence Wieland] further agree that subject to the income required for their living expenses, they will within the limits of gift tax exclusions forgive payments due from [Thomas] on the Contracts for Deed as a gift, the precise amounts to be determined according to the needs of the sellers from time to time.

This agreement was not recorded.

[¶ 5] On November 14, 1980, too, Bernard and Florence also executed reciprocal wills. Each will gave the surviving spouse all of the decedent’s property but, if neither spouse survived, the wills gave all their estates equally to Mary and Thomas.

[¶ 6] Bernard died in 1982. His half of the farm land passed to Florence by his will. The Personal Representative’s Deed was recorded on July 28, 1983, thus assigning Bernard’s Contract for Deed with Thomas to Florence. In 1987, Florence executed a new will that, after a few specific gifts, equally divided most of her estate between Thomas and Mary.

[¶7] Thomas failed to make the agreed payments on the Contracts for Deed and to pay the real estate taxes. By September 1988, these delinquencies together exceeded $275,000. Florence then asked Thomas to quit claim the farm land back to her. Thomas deeded the farm land back to Florence oh March 22, 1989. Florence then paid the accumulated real estate taxes.

[¶ 8] Thomas’ Quit Claim Deed to Florence, recorded on March 27, 1989, expressly canceled both Contracts for Deed that Thomas had made with his parents. 1 Thomas had mortgaged his interest in the land but, since he no longer had any equity in it, the bank voluntarily released the mortgage at Florence’s request. Contemporaneously, Thomas leased the pasture land back from Florence for an agreed $4,000 yearly rental, and thereafter continued to use the pasture.

[¶ 9] On December 19, 1995, Florence executed a new will that gave all of the farm land, with the buildings and improvements, to Mary, who was also named her personal representative. After a few other specific bequests, Florence divided the remainder of her estate with one-third to Mary and two-thirds to Thomas. Florence died on May 24, 1996.

[¶ 10] Mary became personal representative of Florence’s estate when probate of the will began on May 30, 1996. Mary’s proposed final distribution and notice of hearing were served on all parties, including Thomas, on October 11, 1996. Before the hearing scheduled for November 4, 1996, Thomas moved for a postponement. In his accompanying affidavit, Thomas alleged Florence had improperly devised to Mary improvements and buildings that belonged to him and had failed to honor promises he would one day receive the farm land. He also alleged Mary, as personal representative, breached her fiduciary duties to the estate. The hearing on final distribution of the estate was rescheduled for January 17,1997.

[¶ 11] Before the rescheduled hearing, Mary and Thomas reached an agreement on the distribution of the estate. By the agreement presented at the hearing by Mary, Mary agreed Thomas would receive a pole barn, two grain bins, and gates and corrals located on the farm, and would have until September 1, 1997, to remove them. She also agreed the $32,000 debt Thomas owed the estate for delinquent pasture rent would be reduced to $4,000. Thomas agreed the farm would be distributed to Mary and he would vacate the farm by May 1, 1997. The trial court approved their agreement and entered a written “Order Approving Amended Final Accounting, Determination of Testacy, Settlement and Confirmation of Distribution” on January 31, 1997 to implement their agreed distribution of Florence’s estate.

[¶ 12] When Thomas did not vacate the farm land by May 1, 1997, Mary evicted him by legal action. The court later entered another order to remove his cattle, machinery and personal property. After having lived and worked on the farm nearly all his life, Thomas finally had to leave it.

*143 [¶ 13] On September 24, 1997, Thomas moved to temporarily restrain any disposition of estate property, to revoke the discharge of the personal representative, and to vacate the final distribution of the estate. Thomas claimed he- had recently discovered, among family papers during his eviction move, copies of the 1980 Contracts for Deed and the unrecorded Supplemental Agreement between himself and his parents, and he argued these copies were newly-discovered evidence “that appear to establish that Bernard Wieland and Florence Wieland had mutual contracts and promises to convey the real estate to Thomas.” He alleged

the discovery of [this] new evidence, after the estate had been probated,.establishes just cause to review the propriety of personal representative, and primary beneficiary, Mary’s failure to disclose the existence of prior contracts and agreements, that may have limited the legal capacity of the decedent, Florence Wieland, hereafter Florence, to change her testamentary intent after the death of her husband, Bernard Wieland, hereafter Bernard, in 1982.

Thomas contended, as he does on this appeal without citing substantiating law, “the mutual promise made between Florence and Bernard, altered the right of Florence to change the disposition of real property after Bernard’s death.” 2

[¶ 14] On December 4, 1997, after a hearing, the trial court denied Thomas’ motion to reopen the estate. The court reasoned:

The fact that both the supplemental agreement ... and the quitclaim deed ... are not firmly in the recollection of the mov-ant’s mind does not dispute the fact that they were validly executed for legitimate purposes. No proof appears otherwise.

Thomas appealed.

[¶ 15] Our standard of review of a decision on a N.D.R.Civ.P.

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Bluebook (online)
1998 ND 130, 581 N.W.2d 140, 1998 N.D. LEXIS 145, 1998 WL 345207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-wieland-nd-1998.