Oakland v. Bowman
2013 ND 217
| N.D. | 2013Background
- Oakland is the biological child of John T. Gassmann; Bowman is a friend of Gassmann; the Del Vals are Bowman's children.
- Gassmann executed a revocable living trust before death that devised farm and other property to a trust for Bowman and the Del Vals.
- Notice of the trust's existence was sent to Oakland by the trustee on March 13, 2012, triggering a 120-day contest period.
- The 120-day period under N.D.C.C. § 59-14-04(1) expired July 11, 2012; Oakland filed on October 18, 2012 and did not timely serve Bell State Bank and Trust.
- Oakland also objected to probate of Gassmann's will on April 10, 2012; the district court held this did not preserve a trust claim and denied tolling or relief.
- The district court granted summary judgment for Bowman, Del Val, and the Del Val, determining the claim was time-barred and not equitably tolled; Oakland appeals.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Is Oakland's claim time-barred under §59-14-04(1)? | Oakland contends tolling or timely filing should preserve her claim. | Defendants argue the 120-day deadline expired and filing after does not toll. | Claim commenced after the statute expired; tolling not applied. |
| Should equitable tolling apply to prevent time-bar in ND trust contest? | Equitable tolling should apply due to handling of notices and procedures. | ND does not recognize equitable tolling; awareness of deadline not enough. | Equitable tolling not applicable; statute clearly bars claim. |
Key Cases Cited
- Grand Forks Homes, Inc. v. State ex rel. State Bd. of Equalization, 2011 ND 65 (ND 2011) (equitable tolling not adopted; tolling requires recognized doctrine)
- Estate of Christeson v. Gilstad, 2013 ND 50 (ND 2013) (statutory interpretation; legislature's plain meaning governs)
- Johnson v. Bronson, 2013 ND 78 (ND 2013) (summary judgment standard; de novo review)
- Barbie v. Minko Const. Inc., 2009 ND 99 (ND 2009) (summary judgment burden; no genuine issues of material fact)
