Mohnen v. Estate of Mohnen

2024 S.D. 35
South Dakota Supreme Court·Decided June 26, 2024·No. 30003·Published·Cited by 2 cases

Opinion

#30003-r-MES 2024 S.D. 35

IN THE SUPREME COURT

OF THE

STATE OF SOUTH DAKOTA

****

EDWARD O. MOHNEN, Plaintiff and Appellee, v.

ESTATE OF JOHN J. MOHNEN, JOHN J. MOHNEN TRUST, Defendants and Appellants,

and

AURORA COUNTY, SOUTH DAKOTA, and ANY AND ALL SPOUSES OF THE ABOVE NAMED PERSONS OR UNKNOWN HEIRS, HEIRS-AT-LAW, DEVISEES, LEGATEES, EXECUTORS, ADMINISTRATORS, PERSONAL REPRESENTATIVES, AGENTS OR LEGAL REPRESENTATIVES, OR CREDITORS OF ANY DECEASED PERSON; AND ALL PERSONS UNKNOWN WHO HAVE OR CLAIM TO HAVE ANY INTEREST, ESTATE IN, OR LIEN OR ENCUMBRANCE UPON THE PREMISES DESCRIBED IN THE COMPLAINT, Defendants,

and

ESTATE OF JOSEPH J. MOHNEN and ESTATE OF ANNA MOHNEN, Intervenors and Appellees.

****

APPEAL FROM THE CIRCUIT COURT OF THE FIRST JUDICIAL CIRCUIT AURORA COUNTY, SOUTH DAKOTA

****

THE HONORABLE DAVID KNOFF Judge

****

ARGUED

JANUARY 10, 2023

OPINION FILED 06/26/24

****

RONALD A. PARSONS, JR. of Johnson, Janklow, Abdallah and Reiter Sioux Falls, South Dakota

ALBERT STEVEN FOX of Larson Law, P.C. Chamberlain, South Dakota Attorneys for defendants and appellants.

BRAD A. SCHREIBER Pierre, South Dakota Attorney for plaintiff and appellee.

TIMOTHY R. WHALEN Lake Andes, South Dakota Attorney for intervenors and appellees.

SALTER, Justice [¶1.] Edward Mohnen commenced this action to quiet title to five parcels of land in Aurora County that have remained, at least in part, titled in his father’s name after he died intestate in 1969. The complaint named multiple defendants, including the estate of Edward’s late brother John Mohnen and the John J. Mohnen Trust (“John’s Trust” and collectively “John’s Estate”). In a counterclaim, John’s Estate alleged it held a complete fee interest in all the disputed parcels through adverse possession and also asserted the affirmative defense of laches. Following a court trial, the circuit court rejected both the laches defense and adverse possession theory and then determined ownership for the five tracts at issue, applying intestacy laws to evidence concerning the current state of record title. We reverse.

Factual and Procedural Background [¶2.] Decades ago, Joseph and Anna Mohnen farmed and raised cattle in rural Aurora County. The couple also raised a large family which included fifteen children. Their oldest, John, became active in his parents’ farming business in the 1960s. The Mohnen farming operation utilized five parcels of farm and pastureland that are at the center of this appeal. Each parcel at issue was owned by Joseph, Anna, John, or some combination of the three. [¶3.] Joseph passed away in 1969 without a will. However, no one commenced a probate action, and none of his property was ever distributed to his heirs under the laws of intestate succession. Anna died in 1996, but prior to her death, she had executed and recorded a 1990 warranty deed, which purported to

convey all the farmland at issue here to John. Though Anna left a will, there was no effort to probate it. [¶4.] Separate probate actions for Joseph’s estate and Anna’s estate were finally commenced in 2019. Shortly thereafter, Edward filed the present quiet title action “for the purpose of . . . determining the interest of all parties in and to such property.” 1 Edward named as defendants John’s Estate and John’s Trust as well as several generic groups, including any “heirs-at-law,” “spouses of . . . unknown heirs,” along with “all persons unknown who have or claim to have any interest” in the parcels. Joseph’s estate and Anna’s estate intervened in the action. In an amended answer and counterclaim, John’s Estate asserted that Edward’s quiet title action should be barred under the doctrine of laches and that, in any event, John had acquired fee title to the land through adverse possession years ago under two separate theories. [¶5.] The first was predicated upon SDCL 15-3-15, which allows a party to acquire ownership by possessing land “under claim and color of title made in good faith” and paying the taxes for ten successive years. John’s Estate claimed that John possessed the five parcels in good faith based upon Anna’s 1990 warranty deed and also paid the taxes for the land for at least ten successive years. [¶6.] The second adverse possession theory was based upon SDCL 15-3-12 to -13, which contemplates possession for twenty years when “claiming title not

1. While the complaint states that “[t]his action is brought for the purpose of determining all adverse claims to such property and quieting title thereto in the name of the Plaintiff or determining the interest of all parties in and to such property[,]” Edward does not otherwise appear to claim that he should be the sole owner of the parcels.

founded upon a written instrument[.]” John’s Estate asserted, in this regard, that “John exclusively used, cultivated, farmed and preserved the parcels . . . and any permissions granted to other family members were not sufficient to defeat his exclusive possession.” [¶7.] The case was tried to the circuit court. The passage of fifty-plus years since Joseph’s death significantly reduced the sources of evidence available to provide information and context concerning events implicated by the parties’ claims. In addition to Anna’s passing in 1996, eleven of the fifteen Mohnen children, including John, had also died by the time of the trial. 2 Testimony was limited to Edward, Theresa Ishmael (Joseph and Anna’s daughter), Doris Maas (Joseph and Anna’s granddaughter), and Gabriel Mohnen (Joseph and Anna’s grandson and Theresa’s son). The evidence at trial, insofar as it went, established the following. [¶8.] After Joseph’s 1969 death, John took over the sole responsibility for the farm operation until at least 1998. This included John’s unilateral control over the use of each of the five disputed parcels. Though Joseph’s other heirs, including Edward and John’s other siblings, had equitable interests in the land, there is no evidence that John shared the revenues from the farm with his siblings as heirs.

2. John passed away in 2018. He had created what we have referred to as John’s Trust in 2016 and executed a deed purporting to transfer the five parcels at issue here to his Trust. John named his sister Theresa and his nephew Gabriel as co-trustees. At present, the co-trustees manage the land by collecting the rents, paying the taxes and other expenses, and making distributions.

Nor is there any indication that John sought any heir’s contribution for the expenses of the farm, including real estate taxes. 3 [¶9.] At the time of Joseph’s death, some of John’s fourteen younger siblings had reached the age of majority while others had not. Over time, however, all of his siblings moved off the family farm, with the exception of John’s brother Edward, who continues to live in the original family farmhouse. [¶10.] Up until the late 1990s, Edward was a self-described “hired man” who earned a wage and worked at John’s direction. According to Edward, his responsibilities changed when John retired, at which point Edward claimed to have assumed management of the farm. But the evidence concerning the details of the continuing arrangement between John and Edward was not entirely clear. 4

3. There was evidence that John assumed responsibility for his mother’s living expenses and those of his siblings when they were younger. This appears to be consistent with the widely held understanding that John would take over the family farm and perhaps even a paternal role vis-à-vis his younger siblings.

4. For instance, there was evidence that Edward paid John rent for the land, but the rate was noticeably low—$8,000 annually for roughly 800 acres.

There was also testimony that John remitted this money back to Edward.

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

Mohnen v. Estate of Mohnen, 2024 S.D. 35 (S.D. 2024).

2024 S.D. 35 (Mohnen v. Estate of Mohnen) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Luzier v. Hemmah
2026 S.D. 30 (South Dakota Supreme Court, 2026)
State v. Belt
2024 S.D. 82 (South Dakota Supreme Court, 2024)
Hoffman v. Hollow Horn
2024 S.D. 59 (South Dakota Supreme Court, 2024)