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Montana Law Week

The Weekly Digest of Montana Law

Insurance, long-term health care, home-care recovery

September 16, 2023 By lilly

INSURANCE: Lifetime home care and numerous other claims under long term care and home-care recovery policies properly rejected on summary judgment… Christensen affirmed (memorandum). [Read more…]

Filed Under: Ninth Circuit Court, Past Issues Tagged With: Dana Henkel, Jill Gerdrum, Robert Terrazas, Susan Egeland

Long-term care insurance, claim of lifetime home care

August 20, 2022 By lilly

LONG-TERM CARE INSURANCE: Lifetime home care and numerous other claims under Long Term Care Policy and HomeCare Recovery Policy rejected on summary judgment… Christensen. [Read more…]

Filed Under: Federal Trial Courts, Past Issues Tagged With: Dana Henkel, Jill Gerdrum, Robert Terrazas, Susan Egeland

Probate, girlfriend transfers/marriage, dying boyfriend

September 26, 2020 By lilly

PROBATE: Girlfriend did not exceed POA when she transferred dying boyfriend’s money… boyfriend had capacity to enter valid deathbed marriage and to create and amend a valid unwitnessed will (placing burden to prove lack of intent or capacity on contestants harmless error)… Townsend affirmed. [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Dana Henkel, Donald Snavely, Robert Terrazas

Wrongful stock transfer, $1.1 million punitives

January 19, 2019 By lilly

WRONGFUL STOCK TRANSFER: Order restoring converted stock constituted award of compensatory damages for purposes of determining punitives. . . institution acted with actual malice in allowing stock owner to unilaterally terminate co-tenant’s interest. . . $1.1 million punitives properly awarded. . . Larson affirmed. [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Dana Henkel, David Jackson, James Henderson, Jesse Froehling, John Grant, Murry Warhank, Robert Terrazas, Shannon Stevenson

Will, $1 to contestants

January 6, 2018 By lilly

WILL: 4 children’s inheritance properly limited to $1 under “no contest” provision of mother’s Will as they lacked probable cause to contest validity of Will… PR properly awarded fees/costs for defending… Wheelis affirmed (IOR I-3(c)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Amy Guth, Elizabeth Clark, Robert Terrazas

Will, undue influence, lack of capacity, fiduciary

January 21, 2017 By lilly

WILL disinheriting son & daughter in favor of new wife properly declared void for undue influence, lack of capacity… fees awarded against PR for breach of fiduciary duty… Larson affirmed (IOR I-3(c)). [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Dana Henkel, Lon Dale, Michael Bybee, Robert Terrazas

Sanctions, $306,954.23, failure to disclose 1st Will

January 7, 2017 By lilly

SANCTIONS: Informal probate of contested 2011 Will executed by dying man disinheriting son named in 1980 Will and leaving Estate to wife of 13 months denied as default sanction for failure to timely disclose Will executed days before contested Will… contested Will also rejected in formal probate… $306,954.23 fees/costs assessed under Rule 37 for untimely disclosure of Will, plus fees-for-fees (disputed as to joint & several with counsel)… Larson. [Read more…]

Filed Under: Past Issues, State Trial Courts Tagged With: Dana Henkel, Jesse Froehling, Lon Dale, Michael Bybee, Perry Schneider, Robert Terrazas

Insurance, businessowner’s liability, proprietary

May 28, 2016 By lilly

INSURANCE: No Businessowners’ Liability coverage for dispute between marketing/advertising entities… no obligation to provide independent counsel to individual Defendant… Christensen. [Read more…]

Filed Under: Federal Trial Courts, Past Issues Tagged With: Alexander Tsomaya, Liesel Shoquist, Nicholas Pagnotta, Robert Terrazas

Insurance, gasoline tanker spill, $13,066,474

January 16, 2016 By lilly

INSURANCE: Ambiguous “general aggregate” limit in excess liability policy construed to provide additional $4 million for Homeowners for damages from gasoline tanker spill, Homeowners properly awarded attorney fees for insurer’s breach of duty to indemnify to proper limits… insurer did not breach duty to defend by withdrawing from defense and subsequently reinitiating defense (applying Independent Milk to breach of assumed duty to defend), not liable for $13,066,474 stipulated judgment entered 8 months later… McLean affirmed, reversed. [Read more…]

Filed Under: Past Issues, Supreme Court - Civil Tagged With: Alan Lerner, Allan Barris, André Gurr, Charles Hansberry, John Amsden, Jonathan Hacker, Julia Goodkind, Justin Stalpes, Robert Slavik, Robert Terrazas, Roger Sullivan, Timothy Bechtold, Trent Baker

Sex discrimination, $119,927, bartender

April 5, 2014 By lilly

SEX DISCRIMINATION: $119,926.94 including $100,000 emotional distress for 5 months of harassment of bartender that started with inappropriate language by co-owner, grew to ugly descriptions of proposed sexual contact, spun out of control into terrifying “sneak attack” sexual contacts… constructive discharge established, but retaliation not proven… Terry Spear. [Read more…]

Filed Under: Human Rights, Past Issues Tagged With: Elizabeth Clark, Richard Buley, Robert Terrazas

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