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963 N.W.2d 754
N.D.
2021
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Background

  • Janel Finch died January 17, 2019; her 2001 will was informally probated and siblings Mathew Finch and Christine Binstock were appointed co-personal representatives.
  • Dispute centered on several 2016 transfers by the decedent; Finch alleges facts suggesting possible undue influence and sought a full inquiry into those transactions but did not move to set them aside.
  • Finch refused to sign estate-related documents (mobile-home title transfer, mineral deed of distribution, estate checking account paperwork) pending inquiry; Binstock petitioned to remove him for failing to perform duties.
  • Finch counter-petitioned to remove Binstock, arguing she failed to discover decedent’s property interests and obstructed his requested inquiry; he also sought attorney’s fees under N.D.C.C. § 30.1-18-20.
  • The district court found the co-personal representatives could not function together, concluded Binstock’s conduct was appropriate and Finch’s conduct inappropriate, granted Binstock’s petition, denied Finch’s counter-petition, and denied attorney’s fees.
  • Finch appealed; the Supreme Court concluded the order was appealable (unsupervised probate) and affirmed the district court’s exercise of discretion.

Issues

Issue Binstock's Argument Finch's Argument Held
Removal of Finch as co-personal representative Finch failed to perform duties (refused to sign required transfer documents); removal in estate’s best interests Refusal was reasonable pending a full, good-faith inquiry into 2016 transactions; justified delay Court affirmed removal: Finch’s conduct/lack of performance inappropriate; no direct evidence of undue influence; removal not an abuse of discretion
Removal of Binstock as co-personal representative N/A (Binstock sought to remove Finch) Binstock failed to investigate decedent’s transfers and obstructed inquiry Court denied Finch’s petition: Binstock provided credible evidence decedent not unduly influenced and acted appropriately
Attorney’s fees under N.D.C.C. § 30.1-18-20 Fees are recoverable when representative acts in good faith for estate benefit; Binstock acted in good faith Finch claimed fees for his work and protective actions as co-rep Court denied Finch’s fees: his positions lacked merit, conduct inappropriate; decision not an abuse of discretion

Key Cases Cited

  • In re Estate of Hollingsworth, 809 N.W.2d 328 (appealability of orders in unsupervised probate)
  • In re Estate of Stensland, 574 N.W.2d 203 (finality and independent petitions in unsupervised probate)
  • In re Estate of Shubert, 839 N.W.2d 811 (standard of review and appealability in unsupervised administration)
  • In re Estate of Huston, 843 N.W.2d 3 (discretion in removal of personal representatives)
  • In re Estate of Eggl, 783 N.W.2d 36 (appealability when order resolves petitioner’s claims in unsupervised probate)
  • Matter of Estate of Starcher, 447 N.W.2d 293 (concluding orders and N.D.R.Civ.P. 54(b) in unsupervised probates)
  • In re Estate of Peterson, 561 N.W.2d 618 (attorney’s fees payable from estate require good faith and benefit to estate)
  • In re Estate of Hass, 643 N.W.2d 713 (standards on removal and court discretion)
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Case Details

Case Name: Estate of Finch
Court Name: North Dakota Supreme Court
Date Published: Aug 26, 2021
Citations: 963 N.W.2d 754; 2021 ND 159; 20210029
Docket Number: 20210029
Court Abbreviation: N.D.
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    Estate of Finch, 963 N.W.2d 754