Harbeck v. Orr

CourtMontana Supreme Court
DecidedApril 30, 1981
Docket14884
StatusPublished

This text of Harbeck v. Orr (Harbeck v. Orr) 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
Harbeck v. Orr, (Mo. 1981).

Opinion

No. 14884

I N T E SUPREME COURT O T E STATE O MONTANA H F H F

HELEN HARBECK ,

P l a i n t i f f and Respondent,

LOUISE T . ORR, MYRON C . ORR, J U A N I T A L. ORR and T E FIRST MONTANA TITLE H INSURANCE COMPANY,

D e f e n d a n t s and A p p e l l a n t s .

Appeal from: D i s t r i c t Court o f t h e F o u r t h J u d i c i a l D i s t r i c t , I n and f o r t h e County o f M i s s o u l a , The Eon. J a c k L. Green, Judge p r e s i d i n g .

Counsel o f Record:

For Appellant;

Norman C. Robb a r g u e d , M i s s o u l a , Montana J a m e s , Sogard & ~ j l c ~ a f f e r t ~ e a t F a l l s , !lantana Gr , Lee A . J o r d a n a r g u e d , M i s s o u l a , Montana

F o r Respondent:

M i l o d r a g o v i c h , Dale & Dye, M i s s o u l a , Montana Michael J. M i l o d r a g o v i c h a r g u e d , Y i s s o u l a , Montana

Submitted2 F e b r u a r y 1 9 , 1 9 8 1 Decided: A p r i l 3 0 , 1981

Filed : Mr. J u s t i c e Fred Weber d e l i v e r e d t h e Opinion of t h e C o u r t .

Defendants L o u i s e O r r (mother) and Myron and J u a n i t a

Orr ( s o n and d a u g h t e r - i n - l a w ) a p p e a l from t h e f i n a l o r d e r of

t h e F o u r t h J u d i c i a l D i s t r i c t , g r a n t i n g p a r t i a l summary

judgment t o t h e p l a i n t i f f , Helen Harbeck (Harbeck). Based

upon t h e p a r t i e s ' a g r e e d s t a t e m e n t of f a c t s , summary judgment

was e n t e r e d d e c r e e i n g t h a t t h e l i f e e s t a t e c l a i m e d by t h e

mother, t h r o u g h h e r n o t i c e of l i f e e s t a t e a s r e c o r d e d i n

Missoula County, was v o i d and of no f o r c e o r e f f e c t . The

c o u r t reserved various other matters f o r t r i a l t o the court.

Defendant F i r s t Montana T i t l e I n s u r a n c e Company d o e s n o t

join i n t h i s appeal.

I s s u e s discussed i n t h i s opinion a r e a s follows:

1. Did t h e D i s t r i c t C o u r t err i n c o n c l u d i n g t h a t t h e

mother d o e s n o t have a l i f e e s t a t e i n t e r e s t i n t h e p r o p e r t y ?

2. A r e t h e mother, son and d a u g h t e r - i n - l a w b a r r e d by

e s t o p p e l from c l a i m i n g a l i f e i n t e r e s t i n f a v o r of t h e mother?

The D i s t r i c t C o u r t concluded t h a t t h e mother c o u l d n o t

have a l i f e e s t a t e b e c a u s e s h e c o u l d n o t have r e s e r v e d a

l i f e e s t a t e i n t h e 1974 c o n t r a c t f o r deed between h e r s e l f

and h e r s o n and d a u g h t e r - i n - l a w . The c o u r t found t h a t t h e

mother d i d n o t t h e n h o l d l e g a l t i t l e t o t h e p r o p e r t y , thus

p r e c l u d i n g any r e s e r v a t i o n i n f a v o r of h e r s e l f . W hold e

t h a t t h e D i s t r i c t C o u r t e r r e d i n a d o p t i n g such a narrow

c o n c l u s i o n based upon t h e f a c t s of t h i s c a s e .

The f o l l o w i n g i s a summary of t h e complex f a c t s i n

o r d e r of d a t e :

1. The mother owned r e a l p r o p e r t y i n Missoula which

i n c l u d e d a d u p l e x a p a r t m e n t house and s p a c e f o r p a r k i n g

m o b i l e homes. I n 1971, t h e mother e n t e r e d i n t o a n o r a l

agreement w i t h h e r son and d a u g h t e r - i n - l a w to s e l l the p r o p e r t y t o t h e s a i d s o n and daughter-in-law. The p a r t i e s

o r a l l y a g r e e d t h a t t h e mother would remain l i v i n g i n one of

t h e a p a r t m e n t s " f o r f r e e " f o r t h e r e s t of h e r l i f e .

2. The son and daughter-in-law attempted t o o b t a i n

f i n a n c i n g t o accomplish t h i s s a l e , b u t w e r e u n a b l e t o do s o

b e c a u s e of c r e d i t problems. For c r e d i t p u r p o s e s , a t t h e

r e q u e s t of t h e son and d a u g h t e r - i n - l a w , t h e mother deeded

t h e p r o p e r t y by w a r r a n t y deed t o t h e d a u g h t e r - i n - l a w ' s

parents. A mortgage l o a n t h e n was g r a n t e d by a bank t o t h e

daughter-in-law's parents, the record t i t l e holders. The s o n

and d a u g h t e r - i n - l a w received the loan proceeds.

3. S i x months l a t e r i n 1971, t h e mother a s s e l l e r and

t h e s o n and d a u g h t e r - i n - l a w a s b u y e r s reduced t h e o r a l

agreement t o a h a n d w r i t t e n c o n t r a c t of s a l e . The c o n t r a c t

i n c l u d e d a p r o v i s i o n s t a t i n g t h a t t h e mother had t h e r i g h t

t o l i v e i n t h e duplex " r e n t f r e e " f o r a s long a s she d e s i r e d .

The h a n d w r i t t e n c o n t r a c t was e x e c u t e d by t h e p a r t i e s even

though t i t l e t o t h e p r o p e r t y a t t h a t t i m e was h e l d by t h e

daughter-in-law's parents.

4. The son and d a u g h t e r - i n - l a w were u n a b l e t o keep up

t h e payments r e q u i r e d t o be made t o t h e mother under t h e

terms of t h e h a n d w r i t t e n c o n t r a c t . I n 1974, t h e mother f i l e d s u i t sounding i n f r a u d a g a i n s t t h e s o n , d a u g h t e r - i n -

law, and t h e d a u g h t e r - i n - l a w ' s p a r e n t s . S u i t was s e t t l e d when t h e d a u g h t e r - i n - l a w ' s p a r e n t s q u i t c l a i m e d t i t l e t o t h e

p r o p e r t y t o t h e son and d a u g h t e r - i n - l a w , subject t o the

e x i s t i n g mortgage. The son and d a u g h t e r - i n - l a w thereupon

e n t e r e d i n t o a f o r m a l , w r i t t e n c o n t r a c t f o r deed w i t h t h e

mother. With r e g a r d t o t h e l i f e e s t a t e , t h e c o n t r a c t f o r

deed c o n t a i n e d t h e f o l l o w i n g p r o v i s i o n s : "A. I t i s a g r e e d t h e [mother] now l i v e s i n t h e n o r t h u n i t of t h e d u p l e x b u i l d i n g l o c a t e d upon t h e p r o p e r t y and t h a t s h e i s e n t i t l e d t o remain i n p o s s e s s i o n t h e r e o f , r e n t f r e e , f o r t h e r e s t of h e r l i f e ; p r o v i d e d , however, i t i s m u t u a l l y a g r e e d by t h e p a r t i e s t h a t i f t h e [mother] s h o u l d change h e r p l a c e of r e s i d e n c e p r i o r t o h e r d e a t h t h e n h e r s a i d r i g h t t o t h e u s e and p o s s e s s i o n of t h e n o r t h u n i t of t h e d u p l e x b u i l d i n g s h a l l t h e r e u p o n t e r m i n a t e and t h e [son and d a u g h t e r - i n - l a w ] s h a l l t h e n be e n t i t l e d t o t h e u s e , p o s s e s s i o n and enjoyment of s a i d n o r t h u n i t . . . "VI. . . . "B.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Marriage of Adams
604 P.2d 332 (Montana Supreme Court, 1979)
Hereford v. Hereford
598 P.2d 600 (Montana Supreme Court, 1979)
Lindblom v. Employers' Liability Assurance Corp.
295 P. 1007 (Montana Supreme Court, 1930)
State v. Canisales
615 P.2d 9 (Court of Appeals of Arizona, 1980)
Quirk v. Rich
107 P. 821 (Montana Supreme Court, 1910)
Frank v. Butte & Boulder Mining & Lumber Co.
135 P. 904 (Montana Supreme Court, 1913)
Batey Land & Livestock Co. v. Nixon
560 P.2d 1334 (Montana Supreme Court, 1977)

Cite This Page — Counsel Stack

Bluebook (online)
Harbeck v. Orr, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harbeck-v-orr-mont-1981.