Justia Montana Supreme Court Opinion Summaries

Carl and Karen were married in 1993. In 1995, Karen made Carl a co-owner of certain property. In 2007, the county clerk recorded a quit claim deed transferring Carl's interest in the property back to Karen. When the parties divorced in 2009, the district court concluded that Karen was the owner of the property and that the $100,000 increase in the property's value from 1993 to 2009 was due to market force and had nothing to do with any contributions made by Carl. In 2012, Carl filed a complaint alleging that Karen fraudulently forged Carl's signature on the deed to the property and that Alta, another defendant, notarized the forged signature. The district court dismissed the complaint on the grounds that the two-year statute of limitations for fraud claims had run. The Supreme Court affirmed in part and reversed in part, holding that the district court (1) correctly determined that Carl's fraud claim was barred by the statute of limitations; but (2) erred by awarding fees and costs to Defendants. View "Kananen v. South" on Justia Law

Decedent, the mother of Cathie and Marcy, died testate. Decedent's will expressly made no provision for her daughters. Decedent named Kristine Fankell as the personal representative of her estate. After Fankell's application for informal probate was accepted, Marcy filed a petition for supervised administration of the estate and a petition for formal probate of the will. Cathie subsequently filed an objection to the application and appointment of Fankell as personal representative as well as a motion for substitute of judge. The district court (1) denied Cathie's motion for substitution of judge as untimely, and (2) granted Fankell's motion to strike Cathie's pleadings because she failed timely to intervene and her interests were adequately represented by Marcy. The Supreme Court affirmed the district court's denial of Cathie's motion for substitution of judge, holding that the court correctly determined Cathie's motion was untimely. View "In re Estate of Quirin" on Justia Law

Jeremiah Bennett, the adult son of Abel and Judy Bennett, died as a result of injuries sustained in a motor vehicle accident. Jeremiah died intestate and was survived by two minor children. The district court appointed Sabrina Bennett, Jeremiah's former wife, as the personal representative of Jeremiah's estate. Sabrina subsequently petitioned the district court for a declaration that Abel and Judy (the Bennetts) had no standing to claim wrongful death damages as a result of Jeremiah's death. The district court concluded that Jeremiah's children were the sole heirs of the estate and therefore had priority over any wrongful death and survivorship claims. The Bennetts petitioned the Supreme Court for supervisory control. The Court accepted the petition and vacated the portion of the district court's order holding that the Bennetts could not recover wrongful death claims as a matter of law, holding that the Bennetts were entitled to recover wrongful death damage as Jeremiah's parents and survivors. Remanded. View "In re Estate of Bennett" on Justia Law

The Lakeside Neighborhood Planning Board approved a revised neighborhood plan (Plan) created by the Lakeside Neighborhood Planning Committee (LNPC). The Flathead County Commissioners passed a resolution to adopt the Plan. Numerous property owners in Flathead County sought to have the Plan declared void, contending that the LNPC violated Montana's open meeting laws by holding unannounced meetings in private homes or via a private Yahoo Group website and that LNPC unlawfully destroyed public records by deleting files that had been posted to the Yahoo Group website. The district court entered judgment in favor of LNPC and Flathead County, concluding (1) LNPC initially failed to fully comply with the open meeting laws, but voiding the final Plan was not an appropriate remedy for the offense; and (2) the term "meetings" as defined by the relevant statute could not be held on Yahoo Group. The Supreme Court affirmed, holding that the district court did not err (1) when it declined to void the Plan and determined that no relief was available on Plaintiffs' claims regarding the destruction of public records and violations of Montana's open meeting laws; and (2) in determining that an electronic meeting did not occur in this case. View "Allen v. Lakeside Neighborhood Planning Comm." on Justia Law

After a jury trial, Defendant was convicted of sexual intercourse without consent, partner or family member assault, unlawful restraint, and violation of a no contact order. The district court sentenced Defendant to forty years imprisonment with twenty years suspended. The Supreme Court reversed, holding that the district court erred by allowing the State to question Defendant about his prior criminal history once he testified about the alleged victim's prior acts of violence against him, as the introduction of Defendant's criminal history, including convictions overturned by an appellate court for legal error, violated Defendant's right to a fair trial. View "State v. Rogers" on Justia Law

Defendant was charged with sexual assault, among other crimes. Defendant was subsequently arrested in New Mexico pursuant to an arrest warrant. Defendant pled guilty to one count of sexual assault as part of a plea agreement. After a sentencing hearing, the district court ordered Defendant to pay $1069 in restitution to reimburse the State for the cost of extraditing Defendant from New Mexico and imposed a twenty-year term of imprisonment. The district court subsequently re-sentenced Defendant to a term of fifteen years but also imposed the original restitution order. The Supreme Court reversed, holding that because the State was not a "victim" for the purposes of the restitution statutes, the district court lacked the authority to award restitution to the State. Remanded. View "State v. Brothers" on Justia Law

Appellant worked at Pine Hills Youth Correctional Facility as a correctional officer for approximately three years. Appellant worked in the sex offender unit during the majority of her employment with Pine Hills. After quitting her job, Appellant filed an action against Pine Hills for sexual harassment, hostile work environment, and retaliation. After a bench trial, the district court entered judgment for Pine Hills on all claims. The Supreme Court affirmed, holding (1) substantial credible evidence supported the district court's determination that Pine Hills held open an offer for Appellant to transfer units for one year until Appellant quit; (2) the district court correctly determined that Pine Hills reasonably and promptly offered a solution to end one inmate's harassment of Appellant; and (3) the district court correctly dismissed Appellant's retaliation claim against Pine Hills. View "Puskas v. Pine Hills Youth Corr. Facility" on Justia Law

Jeremiah Bennett died intestate. Jeremiah's two children resided with their mother, Jeremiah's ex-spouse, Sabrina. Jeremiah's father, Abel, was appointed the personal representative (PR) of Jeremiah's estate. Sabrina objected to Abel's appointment and nominated herself as the PR in her capacity as guardian and conservator of the children. After a hearing, the district court removed Abel as PR of the estate and appointed Sabrina as PR. Abel appealed. The Supreme Court affirmed, holding that Abel failed to demonstrate that the district court abused its discretion or failed to follow the law in determining that it was in the best interests of the estate to remove Abel and to appoint Sabrina as PR for Jeremiah's estate. View "In re Estate of Bennett" on Justia Law

Whitney Schwan died in an automobile accident after Travis Turner, the driver, lost control of the vehicle. Whitney's parents sued Travis's estate and his parents (the Turners). The Turners had a homeowners policy with State Farm Fire and Casualty Company (State Farm). State Farm filed an action seeking a declaration that it owed no duty to defend or indemnify the Turners under the homeowners policy. Meanwhile, a mediation concluded with a settlement that included assignment of all of the Turners' rights and claims under the homeowners' policy to the Schwans, and the Schwans replaced the Turners in the declaratory action. The district court granted summary judgment to the Schwans on its counterclaim that State Farm had breached its duty to defend the Turners by not retaining separate counsel for the Turners in the underlying action. The Supreme Court reversed, holding that the district court erred by concluding that State Farm had breached its duty to defend under the policy, as State Farm did ensure a full defense was provided to the Turners even though its decisions regarding counsel did not include hiring additional counsel. View "State Farm Fire & Cas. Co. v. Schwan" on Justia Law

Plaintiff, who carried health insurance through New West Health Services (New West), was injured in an automobile accident resulting in medical expenses totaling approximately $120,000. The tortfeasor's insurer paid approximately $100,000 of Plaintiff's medical bills. Plaintiff later filed a complaint against New West alleging individual and class claims, asserting that New West failed to pay approximately $100,000 of her medical expenses because the third party liability carrier had paid the majority of the bills. The district court certified the class complaint. The Supreme Court affirmed, holding that the district court did not abuse its discretion by adopting the class definition proposed by Plaintiff and denying New West's motion to modify the class definition. View "Rolan v. New West Health Servs." on Justia Law