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Marriage of Woerner v. Woerner
2014 MT 134
| Mont. | 2014
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Background

  • Shabnam and Douglas Woerner married in 2005 and have one child, C.W., born in 2009; both are physicians.
  • After Shabnam moved to Arizona for work, Douglas petitioned for dissolution in December 2009 and sought to adopt a interim parenting plan ex parte.
  • Arizona proceedings were dismissed for lack of jurisdiction; Montana court scheduled a hearing on the interim plan for May 2010 and temporarily had C.W. returned to Shabnam.
  • Interim plan initially required all of Douglas’s contact with C.W. to occur in Arizona and directed the parties to work out scheduling.
  • A parenting plan investigation was ordered in September 2010 (Merkel); her July 2012 report recommended keeping C.W. in Arizona with Shabnam as primary, allowing Douglas time in Arizona.
  • Trial occurred in August 2012; multiple experts testified about C.W.’s developmental delays; a post-trial evaluation by Dr. Nicholson in 2013 showed progress; on May 21, 2013 the court ordered equal time sharing until school age and Shabnam appealed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Was the parenting plan based on the required statutory factors? Shabnam argues the court failed to identify factors. Woerner contends the court considered relevant factors even if not itemized. Yes; factors were considered and the decision supported by findings.
Did the court punish the parent’s pre-trial conduct in crafting the plan? Shabnam claims the court penalized her for trial conduct. Woerner asserts no punitive motive; focus on child’s best interests. No clear abuse; conduct considered under best-interests framework as in Chamberlin.
Did the court apply the best interests standard and not an irreparable-harm standard? Shabnam contends irreparable-harm standard was used. Woerner asserts the court used best-interests standard in ruling. Court correctly used best interests standard.
Was the Merkel investigative report required to inform the final decision? Shabnam argues Merkel’s report should have dictated the plan. Woerner maintains court can rely on more current evaluations. Not an abuse to rely on Nicholson’s report over Merkel’s; Merkel considered.

Key Cases Cited

  • In re Marriage of Crowley, 374 Mont. 48, 318 P.3d 1031 (2014 MT 42) (court must connect findings to statutory factors; findings need not enumerate every factor)
  • In re Marriage of Epperson, 326 Mont. 142, 107 P.3d 1268 (2005 MT 46) (broad discretion in parenting matters; no abuse of discretion without reasoned judgment)
  • In re Marriage of Keating, 689 P.2d 249 (1984 MT) (need for statutory-factor considerations and reasoned findings)
  • In re Marriage of Converse, 826 P.2d 937 (1992 MT) (factors support best interests; findings need not name every factor explicitly)
  • Jacobsen v. Thomas, 142 P.3d 859 (2006 MT 212) (need sufficient findings to show factors considered; avoid speculation)
  • In re Chamberlin, M. 2011 MT 253 (2011 MT 253) (conduct affecting contact with both parents can inform the best-interests analysis)
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Case Details

Case Name: Marriage of Woerner v. Woerner
Court Name: Montana Supreme Court
Date Published: May 27, 2014
Citation: 2014 MT 134
Docket Number: DA 13-0435
Court Abbreviation: Mont.