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In Re the Marriage of Williams
2011 MT 63
| Mont. | 2011
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Background

  • Montana Supreme Court remanded Williams I for further proceedings on three issues and the district court issued an order on remand July 15, 2010.
  • Williams I directed recalculation of Bobby's child support using Bobby's tax data and B&J income, and to equitably reapportion the marital estate including Bobby's full B&J interest.
  • Jenny sought substitution of judge; the district court and on appeal the court held the remand did not require a new trial, allowing reconsideration on existing record.
  • On remand, the court declined to hear new evidence and issued its order based on the existing record, affecting child support and estate apportionment.
  • The district court kept Bobby's child support at $1,000/month and determined Jenny's B&J share to be $117,633, with an optional deferred payment plan until 2024/2025.
  • The Montana Supreme Court affirmed substitution ruling, reversed the $1,000 child support determination, remanded for recalculation, and struck the deferred-payment arrangement.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Substitution of judge Williams sought substitution under § 3-1-804(12). Baugh properly refused; remand not for new trial. Remand for further proceedings, not a new trial; substitution affirmed.
Inclusion of B&J income for child support B&J income should be included per Williams I. Income from B&J not used to increase living standard; omit. Omission error reversed; include B&J income; recalculate under guidelines.
Adequacy of child support recalculation Guidelines dictate use of actual income including B&J; Existing record sufficient; no new evidence needed. Recalculate per guidelines using actual income including B&J.
Deferred payment of Jenny's interest in B&J Final, equitable apportionment must be immediate; no delay. Future payout permitted to reflect non-liquid assets. Postponing payment until 2024/2025 not compliant; strike deferred payment; require immediate judgment.
Appraisal date for marital estate Appraisal should reflect present value; not delayed. Limited exceptions justify earlier appraisal only in specified scenarios. No justification for future appraisal; use present value; mandates immediate payment.

Key Cases Cited

  • In re Marriage of Williams, 217 P.3d 67 (Mont. 2009) (remand for recalculation and reapportionment; not a new trial)
  • In re Marriage of Lopez, 841 P.2d 1125 (Mont. 1992) (appeal and appraisal timing considerations for finality)
  • In re Marriage of Wagner, 679 P.2d 753 (Mont. 1984) (earlier appraisal where warranted by wealth shifts pre-dissolution)
  • In re Marriage of Gebhardt, 783 P.2d 400 (Mont. 1989) (pre-dissolution wealth considerations for appraisal)
  • In re Marriage of Gerhart, 800 P.2d 698 (Mont. 1990) (ascertainable amount and interest accrual in post-judgment context)
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Case Details

Case Name: In Re the Marriage of Williams
Court Name: Montana Supreme Court
Date Published: Apr 5, 2011
Citation: 2011 MT 63
Docket Number: DA 10-0355
Court Abbreviation: Mont.