Estate of Eddleman

2025 MT 35
CourtMontana Supreme Court
DecidedFebruary 18, 2025
DocketDA 24-0015
StatusPublished
Cited by1 cases

This text of 2025 MT 35 (Estate of Eddleman) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Eddleman, 2025 MT 35 (Mo. 2025).

Opinion

02/18/2025

DA 23-0746

IN THE SUPREME COURT OF THE STATE OF MONTANA

2025 MT 35

IN THE MATTER OF THE ESTATE OF:

WARREN DAN EDDLEMAN,

Deceased.

APPEAL FROM: District Court of the Thirteenth Judicial District, In and For the County of Yellowstone, Cause No. DP-22-300 Honorable Thomas Pardy, Presiding Judge

COUNSEL OF RECORD:

For Appellants:

Mark D. Parker, Michael L. Dunphy, Parker, Heitz & Cosgrove, PLLC, Billings, Montana

Gary W. Bjelland, Jardine, Stephenson, Blewett & Weaver, P.C., Great Falls, Montana

For Appellee John Jay Pinkerton:

Jared M. Le Fevre, Aaron W. Nicholson, Madeline M. Clarke, Crowley Fleck PLLP, Billings, Montana

For Appellee Tom Wagoner:

Joseph L. Breitenbach, Christensen Fulton & Filz, PLLC, Billings, Montana

Submitted on Briefs: October 2, 2024 Decided: February 18, 2025

Filed: __________________________________________ Clerk Justice Jim Rice delivered the Opinion of the Court.

¶1 With hope of negotiating a resolution of a complicated estate proceeding, the

estate’s personal representative agreed to two extensions of time for creditors to respond

to disallowances of claims. The sole devisee of the estate agreed to the first extension. As

the deadline under the first extension neared and the parties worked on obtaining signatures

for a stipulation requesting another extension, the personal representative’s counsel assured

the creditors he would not seek to bar claims as untimely if an extension order was not

granted by the deadline. The sole devisee of the estate declined to agree to the second

extension and, therefore, the stipulation was filed with the District Court without the sole

devisee’s signature. Although the second extension was initially granted by the District

Court, upon the sole devisee’s motion to reconsider, the District Court rescinded its order,

effectively barring the pending creditors’ claims. The claimants appeal, arguing Montana

law authorizes personal representatives to extend the timeframe for petitions for allowance

under certain circumstances without a devisee’s consent, that the devisee’s consent had

actually been obtained in a prior memorandum of understanding, and that the estate was

estopped from asserting the claims were time barred based upon the representations of the

estate’s counsel.

¶2 We address the following issues:

1. Whether the District Court erred by ruling the personal representative lacked authority to unilaterally extend the timeframe in which creditors may respond to a disallowance of claims under § 72-3-804(3), MCA.

2. Whether the Estate is equitably estopped from raising a claim processing time- bar defense to Claimants’ claims.

2 3. Whether the Memorandum of Understanding, signed by all interested parties, sufficiently established the devisee’s consent to waive the statute of limitations defense under § 72-3-802(1), MCA.

¶3 We reverse and remand for further proceedings pursuant to Issue 2, and do not reach

Issue 3.

FACTUAL AND PROCEDURAL BACKGROUND

¶4 Warren Dan Eddleman (Dan) died on August 5, 2022. In his Last Will and

Testament (Will), executed August 28, 2020, Dan named his friend, Tom Wagoner (Tom),

as the “Independent Executor” of his Will.1 The Will essentially devised all of Dan’s

property to his long-time friend and ranch hand, John Pinkerton (John), making him the

sole devisee. Dan was survived by his daughter, Madelyn Lue Eddleman (Madelyn), ex-

wife Sandra Eddleman (Sandra), and sister, Jobey Eddleman (Jobey). During his lifetime,

Dan had established the Madelyn Lue Eddleman Trust (Trust) for the benefit of his

daughter. His sister Jobey and Ron Williamson (Ron) serve as co-trustees of that Trust.

Dan also maintained a majority membership interest in the Eddleman Oar Lock Ranch,

LLC (the Ranch), with the Trust retaining the remaining minority membership. Pursuant

to Dan’s Will, the District Court appointed Tom as the Personal Representative (PR) of the

Estate (Estate) on August 29, 2022.

¶5 Tom published a Notice to Creditors in The Billings Times, a weekly newspaper of

general circulation, on September 1, 2022. The Notice stated: “NOTICE IS GIVEN that

1 The Will describes Dan as “Warren Dan Eddleman of Comanche County, Texas,” and references the Texas Estates Code. The Will was executed in Yellowstone County, Montana. No issues regarding residency or Texas law are raised in this appeal.

3 Tom Wagoner has been appointed Personal Representative of the above-named estate. All

persons having claims against the deceased are required to present their claims within four

months after the date of the first publication of this notice or the claims will be forever

barred.” In November of 2022, the Ranch, the Trust, John, Tom, and Ron entered a

Memorandum of Understanding (MOU) in which Tom and Ron agreed to act as co-

managers for the Ranch with John having “broad authority over the day-to-day activities”

of the Ranch. The MOU also required the signatories to “act in good faith to manage the

[Ranch] and administer the Estate of Dan Eddleman” and to “engage in reasonable

discussions to resolve any remaining issues.”

¶6 Sandra filed a creditor’s claim against the Estate on December 27, 2022, claiming

over one million dollars pursuant to her Divorce Agreement with Dan, in addition to

warranty deeds for property in Montana and Texas, ranch equipment, and family

heirlooms. Sandra’s claim stated all amounts “are justly payable . . . and the balance

claimed [] is justly due.” Madelyn, though the beneficiary of the Trust, filed a claim in her

individual capacity on December 28, 2022, demanding proceeds received by Dan before

he died for the sale of 38 of her cattle, as well as $2,100 for a loan and $20,000 for an

exchange of funds with Jobey. Madelyn’s claim stated: “the above amount is justly

currently due and payable.” The Ranch filed a claim on December 29, 2022, claiming over

one million dollars were owed by Dan to the Ranch for “loans due” and over four million

dollars were owed by Dan to the Ranch’s “Surplus Capital Account,” in addition to over

$650,000 owed for disproportionate distributions expected in 2023 pursuant to Sandra and

4 Dan’s Divorce Agreement. The Ranch’s claim noted that “the above amounts are justly

currently due and payable.” Jobey filed a claim on December 30, 2022, for Dan’s funeral

expenses, legal fees “to settle the assessment of a court in Texas,” “$25,000 for [a] loan

made to [Dan] at his request to help pay for expenses,” over $20,000 for an exchange of

funds with Madelyn, as well as interest on all loans. Jobey’s claim listed the amounts as

“justly currently due and payable.” The Trust also filed a claim on December 30, 2022,

for payments due to a law firm for being “brought into the divorce proceeding” of Sandra

and Dan. The Trust’s claims were described as: “justly currently due and payable,” apart

from a contingent claim for any “shortage” arising from making the Ranch’s Surplus

Capital Account whole. Sandra, Madelyn, the Ranch, Jobey, and the Trust are hereinafter

referred to collectively as the “Claimants.”

¶7 On February 23, 2023, Tom, as PR, mailed responses to the Claimants, fully

disallowing some claims and allowing others in part.2 On March 30, 2023, the PR, the

Claimants, and John as sole devisee signed a Joint Stipulation for Extension of Time to

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Bluebook (online)
2025 MT 35, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-eddleman-mont-2025.