Legal Opinion

In Re the Estate of Marchwick

Montana Supreme Court

Decided June 8, 2010No. DA 09-0663PublishedCited by 8 opinions

1Opinion of the CourtJustice Morris

¶1 Brandy Burgess and Amy Burgess Smith appeal the Judgment of the Eighteenth Judicial District Court, Gallatin County. We affirm.

¶2 We review the following issue on appeal:

¶3 Did the District Court improperly issue a declaratory judgment?

FACTUAL AND PROCEDURAL BACKGROUND

¶4 Judy Marchwick (Judy) executed her last will and testament, and an unfunded pour-over revocable living trust, on July 23,2004. Judy’s trust expressed her intent to distribute a portion of her estate to her then husband, Ronald Burgess (Ronald). Judy’s trust distributed the remainder of her estate as follows: sixty percent…

2Cases cited1 opinion

  1. Brad v. City of MissoulaMontana Supreme Court · 2009

3Cited by8 opinions

  1. Medical Marijuana Growers Ass'n v. CorriganMontana Supreme Court · 2012
  2. Billings Gazette v. City of BillingsMontana Supreme Court · 2011
  3. Wrigg v. Junkermier, Clark, Campanella, Stevens, P.C.Montana Supreme Court · 2011
  4. Billings Gazette v. City of BillingsMontana Supreme Court · 2011
  5. Burgess v. BryanMontana Supreme Court · 2014

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