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Case No. 18-0258

In the Matter of the Estate of David L. Christoffersen, Deceased.

Karen E. Christoffersen, Appellant

Shirley Christoffersen, Appellee

Attorney for Appellant

Thomas J. Anderson

Attorney for Appellee

James V. McKinney

Court of Appeals

Court of Appeals Opinion

Opinion Number:
Date Published:
Apr 17, 2019

            Appeal from the Iowa District Court for Shelby County, Timothy O'Grady, Judge.  AFFIRMED AS MODIFIED AND REMANDED.  Considered by Tabor, P.J., and Mullins and Bower, JJ.  Opinion by Tabor, P.J.  (11 pages)

            Karen Christoffersen appeals the probate court’s denial of her amendment to the report and inventory of the estate of her late husband, David.  David’s sister, Shirley, made a claim for repayment of loans to David.  Shirley contended Karen paid her own debts from the estate and amended the report and inventory to defeat Shirley’s claim.  The district court agreed—finding Karen engaged in self-dealing and refused to approve the amendment.  Karen appeals.  OPINION HOLDS: Because the probate court properly applied provisions of Iowa Probate Code chapter 633 (2017), we affirm the self-dealing determination.  We slightly modify the ruling rejecting the amended report and inventory to allow the correction of the genuine inaccuracies in the original report.  We affirm the ruling as modified and remand for further proceedings. 

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