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337 P.3d 91
Mont.
2014
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Background

  • L.S.P. filed for guardianship and conservatorship of her father H.O. in Flathead County in Nov 2012; H.O. was then a Flathead resident but moved to Missoula County in Dec 2012.
  • Temporary guardians/conservators were appointed (L.S.P. March 2013; J.O. added Oct 2013); permanent appointment remained disputed among H.O.’s children (L.S.P., J.O., K.A.K., D.D.T.).
  • On Jan 31, 2014, L.S.P. moved to transfer venue to Missoula County; J.O. opposed; H.O. (through counsel) did not oppose.
  • The District Court granted the motion and ordered venue transferred to the Fourth Judicial District (Missoula) on Feb 18, 2014.
  • K.A.K., D.D.T., and J.O. appealed the transfer order to the Montana Supreme Court.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
1. Is the venue-transfer order appealable? L.S.P.: order is not appealable because it did not rule that the designated county was improper Appellants: it was a final order changing venue on basis county was improper Court: Yes — order concluded Missoula was the statutorily required venue and is appealable under M. R. App. P. 6(3)(f)
2. Was transfer to Missoula erroneous? Appellants: Flathead was proper because court had personal jurisdiction; transfer was untimely (over a year after filing) L.S.P.: transfer was permissible under § 72-1-203(3) as Missoula became proper venue when H.O. moved Court: No error — transfer was discretionary under § 72-1-203(3) and not an abuse of discretion; timing not constrained by statute

Key Cases Cited

  • Gaustad v. City of Columbus, 265 Mont. 379, 877 P.2d 470 (use of “may” generally denotes permissive/discretionary authority)
  • State v. Swann, 337 Mont. 326, 160 P.3d 511 (2007) (when public interest exists, “may” can be imperative; contrasting principle)
  • In re Support Obligation of McGurran, 310 Mont. 268, 49 P.3d 626 (venue is a personal privilege; venue and jurisdiction are distinct)
  • BNSF Ry. Co. v. State ex rel. Dep’t of Envtl. Quality, 355 Mont. 296, 228 P.3d 1115 (standard of review for discretionary decisions)
  • State v. Price, 331 Mont. 502, 134 P.3d 45 (definition of abuse of discretion standard)
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Case Details

Case Name: In Re the Guardianship of H.O.
Court Name: Montana Supreme Court
Date Published: Oct 28, 2014
Citations: 337 P.3d 91; 2014 MT 285; 2014 Mont. LEXIS 633; 376 Mont. 519; DA 14-0119
Docket Number: DA 14-0119
Court Abbreviation: Mont.
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    In Re the Guardianship of H.O., 337 P.3d 91