Justia Trusts & Estates Opinion Summaries

Stephen and Jane Silbernagel appealed a judgment entered upon a motion by John M. and Tom Silbernagel to enforce a prior stipulated judgment in consolidated cases involving the estates of John P. Silbernagel and Marcella Silbernagel. Stephen, Tom, and John M. Silbernagel are sons of John P. Silbernagel, who died in 2003, and grandchildren of Marcella Silbernagel, who died in 1983, whose estate was not probated or settled. A family dispute arose regarding interests in land in Kidder and Logan counties, which had been owned by Marcella Silbernagel and initially farmed by John P. Silbernagel. Stephen Silbernagel subsequently farmed the land and was named in John P. Silbernagel's will as the beneficiary of his father's interest in the land. In three consolidated cases beginning in 2002 and involving a guardianship and conservatorship for John P. Silbernagel, the probate of his estate, and an action to set aside a conveyance of land by John P. Silbernagel to Stephen Silbernagel, John M. and Tom Silbernagel sued Stephen Silbernagel and his wife, Jane. During October 2004 jury selection in those consolidated cases, the parties reached a settlement agreement. The settlement agreement was incorporated into an April 29, 2005 judgment and a March 31, 2008 amended judgment. On appeal to the Supreme Court, Stephen and Jane Silbernagel contended the settlement agreement and judgment contemplated they would acquire clear title to all of Marcella Silbernagel's land, that her land would be the only collateral to be pledged as security for a $150,000 loan to pay John M. and Tom Silbernagel, and that because another relative asserted an interest in the land, the purpose of the settlement agreement and judgment was frustrated. Stephen and Jane Silbernagel also argued the district court erred in deciding John M. and Tom Silbernagel had tendered full performance under the settlement agreement and judgment, and they sought to vacate the April 2005 judgment and remand for trial on the merits. Upon careful consideration of the record of this case, the Supreme Court concluded the district court did not err in construing the prior stipulated judgment, and affirmed its decision.

Plaintiff-Appellant David Locken appealed a grant of summary judgment that dismissed his action to determine who owned a tract of land in Dickey County. In 1973, Mr. Locken purchased the tract. He put money down and promised to make yearly payments until the balance due was satisfied. The final payment listed on the contract for deed was scheduled for March, 1998. In 1974, Mr. Locken assigned his interest in the contract for the deed to his parents. Through a series of conveyances in the 1980s, the tract was gifted to all of Mr. Lockenâs siblings by quitclaim deed, excluding Mr. Locken. The siblingsâ interests would reconvey to a family trust by quitclaim deed in 2002. Mr. Lockenâs mother died in 2001, and his father died in 2006. Both parents devised âall right, title and interestâ in land they owned to Mr. Locken. The family trust sold its real estate holdings to a third party, who reconveyed the land to his own trust. Mr. Locken brought suit to reclaim his interest in the tract, and named everyone in the chain of these conveyances as defendants. The district court dismissed Mr. Lockenâs action, holding that his claim was time barred by the statute of limitations. The court reasoned that Mr. Lockenâs interest in the land ended with the final payment in March, 1998. After a thorough review of the record, the Supreme Court concluded that the district court did not err in dismissing Mr. Lockenâs claim as time barred by the statute of limitations. The Court affirmed the lower courtâs decision.