Montana Supreme Court

Estate of Brenden

December 17, 2024560 P.3d 1212

Summary

The Court upheld admission of the bank's subscriber notes and affirmed the finding that Jill converted the portion of Robert's account belonging to Barbara as the payable-on-death beneficiary. It reversed the determination that Jill converted her share of the jointly owned home's sale proceeds, holding that those proceeds were held in a resulting trust for Jill. The Court also denied Barbara's request for attorney fees because the statutory theory was raised for the first time on appeal.