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