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In Re the Estate of Geier
2012 SD 2
| S.D. | 2012
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Background

  • Minnie Geier died in February 2010; Darlene named personal representative and formal probate followed.
  • Darlene arranged heirs meeting; accounting provided to heirs in June 2010; no objections raised.
  • Leo Geier petitioned for supervised administration and removal of the personal representative, alleging misappropriation by Clemens and improper payments to Darlene.
  • Only Leo joined the petition; other heirs did not join or object to the petition.
  • Circuit court denied Leo’s petition after hearing evidence on payments to Darlene and Clemens, finding reimbursements not excessive or improper (Feb 3, 2011).
  • A complete settlement hearing was held on Feb 22, 2011; Leo did not appear; no timely appeal from that order was filed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Was the appeal from a final order? Geier contends the order was final and appealable. Estate argues the order was not a final judgment under UPC-based framework. Appeal from a final order; the order was final and appealable.
Was service of notice of appeal properly made on all parties? Leo argues only Estate was party to service. Estate contends heirs must be served. Appeal dismissed for failure to serve all heirs.

Key Cases Cited

  • In re Estate of Lingscheit, 387 N.W.2d 738 (S.D. 1986) (finality in probate proceedings under prior regime)
  • Riede v. Phillips, 277 N.W.2d 720 (S.D. 1979) (final judgment must adjudicate all issues)
  • In re Estate of Mary O. Nelson, 330 N.W.2d 151 (S.D. 1983) (probate orders appealable when probate not complete)
  • Investors Title Ins. Co. v. Herzig, 785 N.W.2d 863 (N.D. 2010) (finality in unsupervised probate proceeding)
  • Scott v. Scott, 136 P.3d 892 (Colo. 2006) (final disposition of formal proceedings under UPC)
  • Eggl v. Bjorge, 783 N.W.2d 36 (N.D. 2010) (finality concept in probate proceedings under UPC)
  • In re Estate of Newalla, 837 P.2d 1373 (N.M. Ct. App. 1992) (UPC finality guidance in probate cases)
  • McGathy v. LaPorta, 246 P.3d 628 (Ariz. 2010) (finality in formal probate proceedings under UPC context)
  • Estate of Karnen, 2000 S.D. 32, 607 N.W.2d 32 (S.D. 2000) (UPC finality interpretation guidance)
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Case Details

Case Name: In Re the Estate of Geier
Court Name: South Dakota Supreme Court
Date Published: Jan 11, 2012
Citation: 2012 SD 2
Docket Number: 25925
Court Abbreviation: S.D.