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305 P.3d 52
Mont.
2013
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Background

  • Lilliane Greene died testate on June 22, 2012; her daughter Dawn Bare applied for and received informal probate and appointment as personal representative on June 28, 2012.
  • On June 28, Dawn mailed a "Notice and Information to Heirs and Devisees" stating the estate was being administered informally without court supervision.
  • William Greene (son and devisee) did not appear until November 19, 2012, when his counsel filed a notice of appearance and a Motion for Substitution of Judge under § 3-1-804(1)(a), MCA.
  • On November 28, William’s counsel filed a Petition for Supervised Administration under § 72-3-402, MCA.
  • The District Court denied William’s substitution motion as untimely, reasoning the 30-day substitution period began when the June 28 notice was mailed; William appealed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether William’s motion for substitution of judge was timely under § 3-1-804(1)(a), MCA The substitution right was available when he filed in November and his motion was timely (or the 30-day period had not been triggered by the informal probate notice). The 30-day period began when the Notice and Information was mailed on June 28, so the November 19 motion was untimely. The substitution statute did not apply to an informal probate; it became applicable only after a petition for supervised administration converted the matter to court supervision. William’s November 19 motion was premature and therefore void.

Key Cases Cited

  • In re Marriage of Archibald, 297 Mont. 20, 993 P.2d 653 (cited for standard of review on timeliness of substitution)
  • Pinnow v. State, 340 Mont. 217, 172 P.3d 1273 (discussing applicability of substitution statute in civil actions)
  • Patrick v. State, 361 Mont. 204, 257 P.3d 365 (defining scope and narrow exceptions to substitution statute)
  • Mattson v. Montana Power, 309 Mont. 506, 48 P.3d 34 (statutory construction principles)
  • In re B.A.M., 346 Mont. 49, 192 P.3d 1161 (court will affirm correct result even if district court gave a different reason)
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Case Details

Case Name: In Re the Estate of Greene
Court Name: Montana Supreme Court
Date Published: Jul 2, 2013
Citations: 305 P.3d 52; 2013 Mont. LEXIS 221; 2013 MT 174; 2013 WL 3324552; 370 Mont. 490; DA 12-0735
Docket Number: DA 12-0735
Court Abbreviation: Mont.
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