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Fortner v. Broadwater Conservation Dist.
2021 MT 240
| Mont. | 2021
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Background

  • Broadwater Conservation District (BCD) alleged Tracy and Marcy Fortner made unpermitted disturbances in Montana Gulch, a tributary altered by historic mining and now lacking perennial surface flow in mid/lower reaches.
  • The Fortners requested a declaratory ruling that BCD lacked jurisdiction because Montana Gulch was not a "stream" under § 75-7-103(6), MCA, given its current intermittent surface flow.
  • BCD appointed a hearing officer who proposed limited jurisdiction (upper reaches perennial; lower reaches not), citing lack of pre-mining records; BCD supervisors rejected that proposal and concluded the gulch would have flowed perennially but for mining.
  • The District Court reviewed and upheld BCD's final declaratory ruling, finding agency interpretation and factual determinations reasonable; the Fortners appealed to the Montana Supreme Court.
  • Key factual disputes involved (a) historical evidence of surface flow, (b) whether mining disturbed clay layers/created porous valley fill causing flows to go underground, and (c) the role of groundwater/subsurface flow.

Issues

Issue Plaintiff's Argument (Fortner) Defendant's Argument (BCD) Held
Whether a stream that is not currently perennial but would be absent human alterations may be a "natural, perennial-flowing stream" under § 75-7-103 A stream must currently be natural and perennial; non-perennial now defeats jurisdiction Agency rules allow treating a stream as perennial if it dries periodically due to man-made causes; "would have flowed" is relevant Affirmed: such a stream may be classified as natural, perennial-flowing when it would have flowed continuously absent human activity
Whether pre-1975 flows may be considered to determine Streambed Act jurisdiction Jurisdiction can only attach if the stream was perennial in 1975 when the Act passed Historical (pre-1975) evidence is relevant to whether the waterway is naturally perennial Affirmed: agency may consider pre-1975 conditions and human alterations in the jurisdictional inquiry
Whether BCD's factual finding that mining caused loss of perennial flow was arbitrary and capricious Evidence (expert and historical sources) supports that the gulch has always been intermittent due to geology Mixed record but sufficient evidence (disturbed clay, valley fill, mine workings) supports inference mining drove flows underground Affirmed: not arbitrary or capricious; agency reasonably weighed conflicting evidence
Whether agency improperly relied on groundwater/subsurface flow when classifying the stream Groundwater is not a "stream" and should not determine Streambed Act jurisdiction Groundwater and its connection to surface flow are relevant; agency did not treat groundwater alone as the stream Affirmed: considering groundwater/subsurface flow as part of the analysis was permissible

Key Cases Cited

  • City of Livingston v. Park Conservation Dist., 371 Mont. 303 (addresses standard for judicial review of conservation district agency findings)
  • Bitterroot River Protective Ass'n v. Bitterroot Conservation Dist., 346 Mont. 507 (discusses effect and extent of human alteration when interpreting Streambed Act jurisdiction)
  • Paulson v. Flathead Conservation Dist., 321 Mont. 364 (upholds jurisdiction where a river once flowed before impoundment; historic channel relevant)
  • Mont. Trout Unlimited v. Dep't of Natural Resources & Conservation, 331 Mont. 483 (evaluates agency statutory interpretation standards)
  • Stalowy v. Flathead Conservation Dist., 400 Mont. 266 (permits considering subsurface/groundwater flow when human activity caused surface flow loss)
Read the full case

Case Details

Case Name: Fortner v. Broadwater Conservation Dist.
Court Name: Montana Supreme Court
Date Published: Sep 21, 2021
Citation: 2021 MT 240
Docket Number: DA 20-0391
Court Abbreviation: Mont.