Lawrence v. Donovan

673 P.2d 130, 207 Mont. 130, 1983 Mont. LEXIS 865
CourtMontana Supreme Court
DecidedDecember 8, 1983
Docket83-218
StatusPublished
Cited by2 cases

This text of 673 P.2d 130 (Lawrence v. Donovan) 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
Lawrence v. Donovan, 673 P.2d 130, 207 Mont. 130, 1983 Mont. LEXIS 865 (Mo. 1983).

Opinion

MR. JUSTICE SHEEHY

delivered the opinion of the Court.

Sharon Lee Donovan and Victoria Rae Rosbarsky appeal from a decree of the District Court of the First Judicial District, Lewis and Clark County, confirming the partition of certain properties located near Hauser Lake. Sharon Lee Donovan and Victoria Rae Rosbarsky also appeal from an order of the District Court denying their motion to amend the findings of fact and conclusions of law entered by the District Court as to the partition. We affirm the actions of the District Court.

Sharon Lee Donovan, Victoria Rae Rosbarsky and Cleber Amundson are the children of Viola Lawrence and Harry Amundson. Harry Amundson purchased the property which is sought to be partitioned in 1933. Sometime thereafter he married Viola Lawrence and during the course of their marriage it was decided that Harry and Viola would hold the property as tenants in common, with each receiving a one-half interest in the property. Harry Amundson died in April 1972, and approximately one year later, Viola married Mallory Lawrence. Viola and Mallory Lawrence moved into the house that had been built on the property soon after their marriage and were living there at the time of the partition.

According to the terms of Harry Amundson’s will, Viola was to receive a life estate in Harry’s one-half interest in *133 the property the remainder interest to go to his children. Shortly after the close of probate, Viola initiated a partition action seeking division one-half interest in the property as tenant in common from the one-half interest that had belonged to Harry as tenant in common and now subject to the terms of Harry’s will. The partition was contested and it was eventually decided in Lawrence v. Donovan (Mont. 1980), 619 P.2d 1183, 37 St.Rep. 1756, that Viola Lawrence had the right to a partition of the property as a tenant in common and the holder of life estate in the property. Viola Lawrence then moved for an order directing partition of the property and the appointment of a referee to make recommendations to the court concerning partition.

The District Court appointed a referee who partitioned the land into two parcels of approximately equal value, disregarding the value of any improvements upon the land. Of the two parcels, the referee recommended that Viola Lawrence receive Site No. 1, the parcel containing the house and other improvements.

The appellants objected to the referee’s report on various grounds and filed their objections with the District Court. The court considered the appellant’s objections, but finding them unpersuasive, issued findings of fact and conclusions of law affirming the referee’s and denying the appellant’s objections. The appellants then filed a motion to amend the court’s findings of fact and conclusions of law. The District Court denied the motion and entered a decree confirming partition.

The following issues are raised on appeal:

1. Whether the District Court erred in awarding Viola Lawrence that portion of the property containing all of the improvements.

2. Whether the District Court erred in adopting the referee’s valuation of the lands bordering the lakeshore.

3. Whether the District Court erred by failing to consider any mineral potential of the property.

4. Whether the District Court’s description of the tracts *134 comprising Site No. 1 and Site No. 2 are in error.

5. Whether the District Court erred in assessing 50 percent of the surveyor fees, referee fees, and other costs of partition to the defendants as holders of the remainder interest

ALLOTMENT OF THE PROPERTY CONTAINING ALL IMPROVEMENTS

The appellants contend that when the referee attempted to divide the land without considering the value of the improvements upon them, he committed an error in equity. They further contend that the District Court compounded that error by following the referee’s recommendation without recognizing in some way that the children should be compensated for their remainder interest in the improvements which were present upon the land at the time of Harry Amundson’s death.

Section 70-29-207, MCA, sets forth the manner in which the referee should allot shares when partitioning land as follows:

“70-29-207. Allotmont of shares of land improvements. In all cases the court shall direct the referees, in making partition of land, to allot the share of each of the parties owning an interest in the whole or in any part of the premises sought to be partitioned and to locate the share of each cotenant so as to embrace as far as practicable the improvements made by such cotenant upon the property, and the value of the improvements made by the tenants in common must be excluded from the valuation in making allotments, and the land must be valued without regard to such improvements, in case the same can be done without material injury to the rights and interests of the other tenants in common owning such land.”

From this, it is apparent that the referee properly excluded the improvements in appraising the property, and that he properly included the improvements in allocating the two parcels between the parties. Although the appel *135 lants may have a remainder interest in the improvements that were in existence on the property at the time of Harry Amundson’s death, the terms of the statute direct the referee to locate each cotenant’s share so as to embrace the improvements attributable to that cotenant only “as far as practicable.” Because the improvements made by Viola Lawrence were placed near the house and Viola and her husband were living in the house, it was practicable to allot Site No. 1 to Viola Lawrence rather than to the children.

VALUE OF THE PROPERTY BORDERING THE LAKESHORE

The appellants contend that the referee undervalued a certain piece of lakeshore property awarded to Viola Lawrence. The referee placed a value of approximately $7,500 on the 4.2 -acre tract in question. However, the appellants contend that because they have received an offer of $24,500 for the tract if title can be conveyed fee simple, the valuation of the referee is obviously in error.

The rule laid down by this Court in In re Moran’s Estate (1954), 128 Mont. 189, 195, 273 P.2d 671, has bearing on this case: “It is a well settled rule that where a partition has been made by commissioners, the court interferes with their action with reluctance. It is only where a clear mistake has been made that their proceedings will be interfered with. Cooper v. Long, 115 Okla. 286, 244 Pac. 167, 46 A.L.R. 343.

“Ordinarily where the commissioners have arrived at a value and there is a showing that other persons think the property is of a higher value, the presumption is that the commissioners have acted fairly and honestly and the presumption must obtain unless overthrown by a clear preponderance of the evidence. See Aldrich v. Aldrich, 75 S.C. 369, 55 S.E. 887, 117 Am.St.Rep. 909.”

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Cite This Page — Counsel Stack

Bluebook (online)
673 P.2d 130, 207 Mont. 130, 1983 Mont. LEXIS 865, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lawrence-v-donovan-mont-1983.