Justia Montana Supreme Court Opinion Summaries

Articles Posted in November, 2011
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In previous workers' compensation cases, the Montana Supreme Court had determined that its decisions apply retroactively to claims that are not "final" or "settled" at the time the decision was issued. Under statute, two types of claims fall under the definition of "settled," (1) claims where there has been a formal settlement agreement, and (2) claims that are "paid in full." In this case, the workers' compensation court (WCC) defined "paid in full" to mean that an injured worker received all the applicable benefits prior to a new judicial decision and had not received subsequent benefits on his or her pre-judicial decision claim. The Supreme Court affirmed, holding that the WCC properly applied retroactivity law in formulating its definition of "paid in full." View "Flynn v. Mont. State Fund" on Justia Law

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The City Police Department conducted an internal investigation of an administrative coordinator, who was placed on administrative leave after she allegedly misused public funds. The Department created a sixteen-page due process letter detailing the evidence against the coordinator, who subsequently resigned. The Billings Gazette requested the letter, but the City declined to release it. The Gazette sued the City. The district court ordered that the document be provided to the Gazette. The Supreme Court affirmed, holding (1) where two constitutional rights are implicated, including the public's right to know about the actions of public agencies and employees and the employees' right to privacy, the district court must balance the two rights to determine whether the employees' right to privacy outweighs the public's right to know; (2) in this case, the coordinator did not have a reasonable expectation of individual privacy to the document because she held a position of trust with the Department and she was accused of breaching that trust; and (3) the mere prospect of a criminal case will not deprive the public of its right to access a public document once that right has been balanced against the right to privacy. View "Gazette v. City of Billings" on Justia Law

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Employee worked as a shareholder accountant for Employer. Employee's employment contract contained a covenant not to compete. After Employer ended its employment relationship with Employee, Employee began working at Employer's competitor, where she provided accounting services for a few of Employer's former clients in violation of the restrictive covenant. Employee sought a declaration that the covenant was unenforceable. The district court determined that the covenant was reasonable and enforceable. The Supreme Court reversed, holding that Employer's covenant was unenforceable because (1) Montana law requires that an employer establish a legitimate business interest in a restrictive covenant, which demands that the restriction on post-employment activities be necessary to protect an employer's good will, customer relationships, or trade information; (2) an employer lacks a legitimate business interest in a covenant when, under ordinary circumstances, it ends the employment relationship with the employee; and (3) Employer in this case elected to end its employment relationship with Employee without any misconduct on the part of Employee. View "Wrigg v. Junkermier, Clark, Campanella, Stevens, P.C." on Justia Law

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The Slacks sued the County for damages due to the County's alleged failure to comply with its statutory obligation to notify the Slacks that the home they purchased was once the site of a clandestine methamphetamine laboratory. After a trial, the jury found the County was negligent and awarded the Slacks $563,592 in damages. The Supreme Court affirmed on all issues, holding (1) the County waived all the issues it raised on appeal; and (2) the district court properly denied the Slacks' motion for attorneys' fees because simply including attorneys' fees in a bill of costs does not entitle a party to recover attorneys' fees, and the County's defense was not frivolous or pursued in bad faith. View "Slack v. Landmark Co." on Justia Law

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After Decedent died, Decedent's wife moved to admit his will to probate. Decedent's son, Bruce, filed an objection, alleging that Decedent lacked testamentary capacity to enter into the will, and that another of Decedent's sons, Neil, exerted undue influence over Decedent. Bruce further sought to set aside a cattle sale and options agreement and lease-cattle agreement, alleging that Decedent's lack of capacity to contract voided the agreements and that the agreements were the product of Neil's undue influence over Decedent. The district court granted the Estate's motion to dismiss, concluding that Bruce lacked standing to contest the will and agreements. The Supreme Court reversed, holding (1) Bruce's allegations that a previous will existed that devised to him a larger portion of Decedent's estate than did the disputed will created a sufficient basis for Bruce to establish standing to contest the will; and (2) Bruce possessed standing to challenge the validity of the agreements to the extent that they concerned real property. Remanded with instructions for the district court to vacate its order to dismiss and to permit the parties to engage in discovery. View "In re Estate of Glennie" on Justia Law

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Susan Overfield was charged with assault and disturbing the peace after appearing to speak at a City Commission meeting about perceived conflicts of interest between City officials and the Animal Foundation of Great Falls. Overfield subsequently sued the City. Before the City and Overfield settled the case, the district court concluded (1) the Animal Foundation, its trustee, and its attorney (Petitioners), who were non-parties in the underlying case, were in contempt for wrongfully redacting information from documents produced to Overfield, and (2) the Foundation was in contempt for failing to appear at a deposition with subpoenaed documents. After the case was settled, the district court entered an order awarding Overfield attorney fees against the Petitioners based on the contempt orders. The Supreme Court (1) affirmed the contempt orders of the district court, holding that the district court properly considered and decided the contempt issues below without referral to another judge, and the contempt orders were supported by substantial evidence; but (2) vacated the district court's order to arrest the trustee, the court's imposition of sanctions against an attorney who filed a protective order on behalf of the Foundation, and the court's order awarding attorney fees. Remanded. View "Animal Found. of Great Falls v. Dist. Court" on Justia Law

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After the State petitioned for L.L.A.'s involuntary commitment to the Montana State Hospital (MSH), the district court held a hearing, at the conclusion of which it pronounced L.L.A. would be committed to MSH for a period not to exceed ninety days. L.L.A. appealed, claiming the district court erred in making insufficient findings of fact supporting her commitment. The Supreme Court reversed the order involuntarily committing L.L.A., holding that the district court erred in failing to provide a detailed statement of facts supporting its commitment order as required by Mont. Code Ann. 53-21-127(8)(a). Because the district court's findings contained no indication of the facts upon which it found that, because of her mental disorder, L.L.A. was substantially unable to protect her life and safety or that imminent threat of injury to herself or others would result if she was left untreated, the district court failed to follow the statutory requirements for involuntary commitment proceedings. View "In re L.L.A." on Justia Law

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Charley Johnson entered a nolo contendere plea to intimidation for repeated sexually assaultive behavior against his stepdaughter. During sentencing, the district court (1) sentenced Johnson to a ten-year commitment to the department of corrections, (2) required Johnson to pay for counseling costs previously incurred by his stepdaughter as well as an undetermined amount for future counseling costs she would incur the period of Johnson's sentence, and (3) imposed a condition restricting Johnson from places where children can congregate. The Supreme Court (1) affirmed, holding that Johnson failed to preserve for appellate review the issue of whether the district court erred in imposing restitution for past and future counseling expenses incurred by the victim, but (2) remanded for calculation for future restitution in compliance with Mont. Code Ann. 46-18-244. View "State v. Johnson" on Justia Law

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After a police officer arrested Jason Jenkins for driving a motorcycle under the influence of alcohol, Jenkins agreed to a breath test. Jenkins was subsequently convicted of driving under the influence (DUI). On appeal, Jenkins contended that the district court erred by admitting field certification documents as part of the foundation for the admission of the results of his breath test, alleging that they were hearsay because the officer who submitted the documents was not the author or custodian of the documents. The Supreme Court affirmed, holding that the district court did not abuse its discretion in admitting the results of the breath test because case law has established that when a district court is determining whether there is adequate foundation for admission of breath test results in a DUI prosecution, Mont. R. Evid. 104(4)(a) authorizes the court to do so without regard to whether the certification forms are hearsay. View "State v. Jenkins" on Justia Law

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Husband and Wife's marriage was dissolved by the district court. The order included an allocation of Husband's state employee retirement plan, which Wife appealed. At issue on appeal was whether Wife was entitled to fifty percent of what the account would be worth if Husband were to liquidate it immediately or fifty percent of the marital portion of Husband's benefits at the time he would begin receiving them after retirement. The Supreme Court (1) concluded that Karen was entitled to a percentage at the time of payout under the "time rule" for deferred distribution of pension plans as set forth in Rolfe v. Rolfe, and (2) ordered that the account should be divided by awarding Wife a fraction of each pension payment that represents the amount earned during the marriage. Remanded for a new distribution of the marital estate. View "In re Marriage of Spawn & McGowan" on Justia Law