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Montana Law Week

The Weekly Digest of Montana Law

Estate property/trust, disabled settlor

November 18, 2023 By lilly

ESTATE PROPERTY/TRUST claims properly resolved in favor of Defendants on summary judgment and bench trial except attorney fees improperly awarded without reasonableness hearing… Allison affirmed, reversed (memorandum). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Evan Danno, Peter Carroll

Marital, equalization payment, failure to refinance home

April 25, 2020 By lilly

MARITAL: Equalization payment properly awarded wife in accordance with prior decree after husband was unable to refinance home, wife failed to exercise purchase option, and it sold for less than valued in the decree… Allison affirmed. [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Peter Carroll, Sean Gilchrist

Marital, 4-year decree delay, depleted estate

January 13, 2018 By lilly

MARITAL: 4-year delay in issuing decree when estate was well-depleted was abuse of discretion, but final decree including money judgment to wife equitably divided the assets & debts with 2 exceptions… Ortley affirmed, reversed (IOR I-3(c)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: George Best, Julia Nordlinger, Peter Carroll

Sex discrimination, “neighbors with benefits”

September 2, 2017 By lilly

SEX DISCRIMINATION IN HOUSING: No evidence of illegal discrimination or retaliation by termination of month-to-month lease after years of “neighbors with benefits” relationship soured… David Scrimm. [Read more…]

Filed Under: Human Rights, Past Issues Tagged With: Bernard Everett, Peter Carroll

Marital, assignment of structured tort settlement

April 29, 2017 By lilly

MARITAL: Wife’s due process rights not violated by show cause hearing in her absence (she was out of state) where her lawyer was present and her current husband testified for her… property settlement agreement correctly interpreted that husband’s share of a structured tort settlement which he assigned to wife should be terminated following daughter’s graduation, but 5 years of payments while daughter not in school improperly ordered reimbursed as husband did not request monetary relief in motion… Eddy affirmed, reversed (IOR I-3(c)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Peter Carroll

Marital, assignment of structured tort settlement

April 22, 2017 By lilly

MARITAL: Wife’s due process rights not violated by show cause hearing in her absence (she was out of state) where her lawyer was present and her current husband testified for her… property settlement agreement correctly interpreted that husband’s share of a structured tort settlement which he assigned to wife should be terminated following daughter’s graduation, but 5 years of payments while daughter not in school improperly ordered reimbursed as husband did not request monetary relief in motion… Eddy affirmed, reversed (IOR I-3(c)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Peter Carroll

Marital, gifted life policy, real estate/farm

March 18, 2017 By lilly

MARITAL: Gifted policy on wife’s parents’ lives properly allocated to wife at present value, not face value… real estate and farm gifted to husband properly valued and allocated… Ortley affirmed (IOR I-3(c)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Peter Carroll, Tiffany Lonnevik

Marital, equalization correction deadline

October 10, 2015 By lilly

MARITAL: Property/support rulings affirmed, reversed… 45-day deadline for correcting equalization payment to bring proceedings to swift conclusion after indefensible 29-month delay… Ortley affirmed, reversed (IOR I-3(d)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Evan Danno, Peter Carroll

Marital, settlement conference waiver

August 1, 2015 By lilly

MARITAL: Waiver of Rule 16(a) conference on wife’s motion before husband had chance to respond within Judge’s discretion… no right to continuance after non-attorney withdrew shortly before trial… estate generally properly apportioned, but 2-year delay in issuing decree resulted in inequitable division of 401(k), 5 acres purchased with disabled son’s SS but held in parties’ names should be distributed… maintenance, fees properly awarded to wife… husband properly sanctioned for removal of 4-wheeler in violation of ERO… appeal sanctions denied… Ortley affirmed, reversed (IOR I-3(d)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Katherine Maxwell, Peter Carroll

Marital, personal property valuation

September 13, 2014 By lilly

MARITAL: Personal property properly valued at present market value… Allison affirmed (IOR I-3(d)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Mark Hash, Peter Carroll

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