Vicevich v. Kultgen
CourtMontana Supreme Court
Date FiledJuly 28, 2026
DocketDA 25-0505
StatusPublished
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Full Opinion
07/28/2026
DA 25-0505
Case Number: DA 25-0505
IN THE SUPREME COURT OF THE STATE OF MONTANA
2026 MT 168
DAVID VICEVICH, GILLIAN CLARK,
LEONARD G. JANSON, JR., and LYNN M.
JANSON,
Plaintiffs and Appellants,
v.
URBAN R. KULTGEN II and
LUCINDA R. KULTGEN,
Defendants and Appellees.
APPEAL FROM: District Court of the Second Judicial District,
In and For the County of Butte-Silver Bow, Cause No. DV-20-403
Honorable Mike Salvagni, Presiding Judge
COUNSEL OF RECORD:
For Appellants:
Ryan A. Ballard, Vicevich Law, Butte, Montana
For Appellees:
Reid Perkins, Worden Thane, P.C., Missoula, Montana
Submitted on Briefs: June 10, 2026
Decided: July 28, 2026
Filed:
__________________________________________
Clerk
Justice Katherine M. Bidegaray delivered the Opinion of the Court.
¶1 Appellants David Vicevich, Gillian Clark, and Leonard and Lynn Janson
(collectively, Vicevich) appeal the June 2025 final order of the Montana Second Judicial
District Court, Butte-Silver Bow County, denying their motion for partial summary
judgment, granting Appellees Urban and Lucinda Kultgen’s (Kultgens) motion for
summary judgment, and awarding the Kultgens $106,209 in attorney fees. We address the
following restated issues:
1. Whether the District Court correctly granted summary judgment that an express
60-foot-wide access easement benefits the Kultgens’ Lot 4 and was not
extinguished by the 2021 Easement Agreement or abandonment.
2. Whether the District Court correctly granted summary judgment that the
specifically identified section of Vicevich and Clark’s fence obstructs the
easement and whether the judgment states the removal remedy with sufficient
precision.
3. Whether the District correctly awarded the Kultgens attorney fees and whether
the Kultgens are entitled to attorney fees on appeal.
We affirm in part, reverse in part, and remand for entry of an amended judgment.
FACTUAL AND PROCEDURAL BACKGROUND
The subject properties, plats, and “Kelsey Lane” easement
¶2 The parties own property in or near the Keck Acres Minor Subdivision in Butte,
Montana. Keck Acres was created by subdivision in 1998 and recorded as Plat No. 222-B
containing five lots, 1 through 5, as depicted in the image below.1
1
The Keck Acres Minor Subdivision was created from Tract 17B of the larger McGuinness Tracts
Subdivision.
2
In July 2003, developer Keck combined Lots 1 and 3 to form Lot 1A/3 and recorded Plat
No. 727-B, as depicted in the image below. Plat 727-B depicts “an aggregation of Lots 1
and 3 only,” describes the aggregation as “subject to any easement of record,” and states
that the plat effects “no change to restrictions, conditions, rules or covenants of the original
plat of Keck Acres Minor Subdivision.”
3
¶3 Plat 222-B depicts and describes a “60’ Wide Unrestricted Private Road Easement
for Ingress and Egress,” known as “Kelsey Road” or “Kelsey Lane.” The easement runs
south from Blacktail Loop along the eastern boundary of Lots 2 and 1A/3, turns southwest
toward Lots 5 and 4, and then forms the southern “loop” as it turns south at the northeast
corner of Lot 5, runs to the southern boundary of Lots 4 and 1A/3, east to the eastern
boundary of Lot 1A/3, and then north to reconnect. Most of the easement lies within
Lots 1A/3 and 2, but portions of it that run along the subdivision’s eastern boundary overlap
an existing easement on adjacent tracts recorded on separate surveys.2 The western leg of
the loop relevant to the obstruction claim lies within Lot 1A/3 adjacent to Lots 5
and 4. Plat 727-B depicts the same “Kelsey Lane” 60-foot easement in the same location
2
Plats 222-B and 727-B also depict Tract 16B (COS 431-A) and Tract 17C (COS 586-A) which
both share the eastern boundary of Lots 2 and 1A/3 and the 60-foot easement from Blacktail Loop
south to just below where the road splits to form the loop. As depicted on Plats 222-B and 727-B,
the western boundary of Tract 16B and the northwest corner of Tract 17C each contain a portion
of the 60-foot-wide Kelsey Lane easement.
4
as on Plat 222-B. On the ground, only the route from Blacktail Loop to the driveway at
the northeastern corner of Lot 5 is paved; the southern loop remains unimproved. The loop
is depicted in more detail in the image below.
¶4 Vicevich and Clark own Lot 1A/3 (formerly Lots 1 and 3); Lynn and Leonard
Janson (Jansons) own Lot 2; and the Kultgens own Lot 4. Other property owners in and
near Keck Acres were parties to the proceedings below but are not parties to this appeal.
Delona and Ed Mihelich (Miheliches) own Lot 5 after purchasing it from the Kultgens in
2020. Kimberly and Jason McClafferty (McClaffertys) own land adjacent to Keck Acres,
immediately east of the loop, and their driveway enters near the loop’s northeast corner.
Caroline and Larry Twidwell also own land adjacent to Keck Acres, immediately east of
the Jansons’ Lot 2 and Vicevich and Clark’s Lot 1A/3, though they were not parties to the
proceedings below.
¶5 Vicevich and Clark’s predecessors in interest, Hiroaki and Yoshimi Hasegawa,
purchased Lot 1A/3 from developer Keck in 2006 and sold Lot 1A/3 to Vicevich
and Clark in 2018. Vicevich and Clark’s deed describes the property as “Lot 1A and 3
5
of the Amended Plat of Keck Acres Minor Subdivision, filed as Plat 727-B, . . . subject
to . . . existing easements and rights of way . . . [and] reservations, conditions and
restrictions of record.”3
¶6 The Kultgens purchased the northern Lot 5 from developer Keck in 1998 and later
purchased the southern Lot 4 from Keck in 2014. The Kultgens’ Lot 5 deed describes the
property as “Lot 5 of the Keck Acres Minor Subdivision.” The Kultgens’ Lot 4 deed
describes the property as Lot 4 of “the Keck Acres Minor Subdivision . . . according to the
official Plat No. 222-B . . . subject to . . . existing easements and rights of way . . . [and]
reservations, conditions and restrictions of record.” The Kultgens sold Lot 5 to the
Miheliches in December 2020, closing shortly after Vicevich initiated the underlying
declaratory judgment action, but kept Lot 4.
The easement dispute
¶7 The easement dispute arose sometime in late 2018 when Vicevich and Clark
approached the Kultgens about installing a fence along the shared boundary between
Lot 1A/3 and Lots 5 and 4. The parties discussed extending the paved road to a cul-de-sac
at the Lot 5/Lot 4 boundary in exchange for the Kultgens “extinguishing the loop
easement,” transferring the land beneath part of the easement, installing a cattle guard or
gate “at the easement entrance” near the McClaffertys’ driveway, and/or installing a cattle
guard or gate that would preserve access to Lot 4. The summary judgment communications
3
Though Vicevich and Clark’s Lot 1A/3 deed is not of record in this case, Vicevich admitted in
pleadings that the deed contains the above-quoted language.
6
show that the Kultgens rejected proposals that would eliminate access to Lot 4 and objected
to a fence, gate, or cattle guard across the easement.
¶8 By September 2019, Vicevich and Clark finished installing the fence at issue. The
M. R. Civ. P. 56 record establishes that the fence crosses the western leg of the loop just
below Lot 5’s driveway and then runs south along the shared boundary between Lot 1A/3
and Lots 5 and 4 to the southern boundary of Lot 4.4 The fence completely encloses the
western side of the loop and prevents access from that leg of the easement to Lot 4. In
October 2020, the Kultgens demanded that Vicevich and Clark remove the fence.
Easement litigation, the 2021 Easement Agreement, and settlement discussions
¶9 On December 1, 2020, Vicevich initiated a district court action seeking a declaratory
judgment that “the express easement previously established” and “originally platted”
through Lot 1A/3, including the “west loop” and “southern leg of the loop,” had been
extinguished by abandonment. The next day, Vicevich filed a notice of lis pendens against
Lot 5.5
¶10 When Vicevich filed suit, the Miheliches and the Kultgens were finalizing the
purchase/sale of Lot 5, which closed on December 7, 2020. The lawsuit triggered the need
for an easement grant to the Miheliches across Vicevich and Clark’s Lot 1A/3 to access
4
The record also establishes that, just below Lot 5’s driveway where the fence crosses the
easement, it traces a small “notch in the fence” Vicevich and Clark left for use as a turn-around at
the end of the paved portion of Kelsey Lane.
5
Vicevich filed a notice of lis pendens against Lot 4 on December 17, 2020. Vicevich later
released the Lot 4 and 5 lis pendens on February 2, 2021.
7
Lot 5 for the Miheliches to obtain title insurance. On December 10, 2020, the Miheliches
and Vicevich and Clark executed an easement agreement concerning access to Lot 5.
¶11 On December 7, 2020, Vicevich amended the complaint to add the Jansons as
plaintiffs. On December 17, 2020, Vicevich amended the complaint to add the
McClaffertys as plaintiffs.
¶12 In January 2021, Vicevich, Clark, the Jansons, the McClaffertys, the Twidwells, and
the Miheliches—but not the Kultgens—executed a second “Easement Agreement” to
define “the location and scope of the existing easement” in Keck Acres.6 The parties
treated the 2021 Easement Agreement as superseding the December 10, 2020 easement
agreement.
¶13 The 2021 Easement Agreement purported to “clarif[y]” “right of access to and over
[the signatories’] respective properties” and to “supplant[] any existing recorded or platted
easements.”7 It described a 30-foot-wide access easement following the paved portion of
Kelsey Lane (15 feet on each side of the road’s centerline) from Blacktail Loop to Lot 5’s
driveway; did not describe the southern loop beyond Lot 5; and provided that, because
6
Confusingly, the 2021 Easement Agreement was signed on January 25, 2020. See Docs. 16, 58,
Ex. C. Throughout proceedings, however, the parties asserted that the agreement was signed on
January 25, 2021, “after the buy-sell was entered between Mihelich and Kultgen.” See Appellants’
Opening Brief, pp. 8-9 (citing Doc. 60 (Len Janson affidavit assertion that he and “all of the other
subdivision homeowners” executed the Easement Agreement on January 25, 2021)); Docs. 58, 61
(Kim and Jason McClafferty and Lynn Janson affidavits all saying the same); compare Docs. 56,
57 (David Vicevich and Gillian Clark affidavits saying they executed the Easement Agreement
“with all of the other subdivision homeowners” on February 19, 2021).
7
It also purported to “run with the title to each [affected] propert[y], whether or not th[e]
Agreement [was] referred to in future conveyances of those properties.”
8
Lots 5 and 4 were previously held in “common ownership,” the sale of Lot 5 to the
Miheliches “create[d] an easement by necessity through Lot 5 to Lot 4, for the benefit of”
Lot 4’s owners. Vicevich recorded the Easement Agreement on February 19, 2021. The
day before recording, Vicevich amended the complaint again, adding the Miheliches as
plaintiffs.
¶14 During the litigation, the Kultgens, Vicevich, and Clark explored a settlement that
included a possible sale of Lot 4. The negotiations did not resolve the case.
Vicevich’s complaint and the Kultgens’ counterclaim allegations
¶15 In the third amended complaint, Vicevich acknowledged that “an express easement
was created with the Keck subdivision plat.” Vicevich, however, alleged that the
“contested portion of the platted easement”—the loop—had been abandoned because:
(1) it was “never developed for vehicle traffic” and never used by the Kultgens “for an
actual road or access point”; (2) developer Keck installed fencing that the Kultgens never
objected to; (3) developer Keck and subsequent owners left “building materials and log
and fencepole racks” in the easement; (4) the Kultgens planted trees and permitted
continued growth of native trees in the easement and buried family pets there; and (5) the
Kultgens placed “large, felled trees lengthwise running North and South along the eastern
border of Lot 4 to serve as a fence to prevent off-road traffic.”8
8
Vicevich also offered an alternative theory—that “post-platting activities extinguish[ed] the
easement,” e.g., the Kultgens’ “unif[ying]” ownership of Lots 4 and 5 when they separately
acquired both lots. Though the Special Master and District Court addressed the argument in
summary judgment proceedings, Vicevich has abandoned this “merger” theory of extinguishment
on appeal and therefore we do not discuss it.
9
¶16 The Kultgens answered the complaint, denying extinguishment. They also filed a
counterclaim, asserting that (1) “relative to the area in which” Vicevich and Clark
“constructed the fence,” there is a 60-foot-wide express easement existing for the benefit
of Lot 4, created by deed reference to Plat 222-B; (2) Vicevich and Clark “fenced along
the entire front” of Lot 4, “completely blocking” access; and (3) Vicevich and Clark must
remove the fence so that it is no longer in the easement or blocking access and not install
any new obstructions in the easement without the Kultgens’ consent. Vicevich answered,
contending that the Kultgens’ counterclaims were mooted by the 2021 Easement
Agreement which Vicevich claimed extinguished the platted loop easement and created
access to Lot 4 through Lot 5.
Summary judgment motions and Special Master decision
¶17 The Kultgens moved for summary judgment that they possessed an express
60-foot-wide ingress-and-egress road easement as depicted on the Keck Acres subdivision
plats; that Vicevich and Clark’s “installation of a fence within the loop area of that express
easement” and “other items in that loop area” were “obstructing the easement”; and that
“the fence” and “any other obstructions” should be removed. The Kultgens said “the fence
runs along the boundary line between Lots 4 and 5 and [the] southern portion of” Lot 1A/3,
“partially blocking the easement in some locations” but “entirely blocking access” to
Lot 4. In their briefing and affidavit, the Kultgens did not establish any other fencing as
obstructing the easement in any other location. The Kultgens also argued that the evidence
could not meet the two-part test for abandonment established in Rieman v. Anderson,
10
282 Mont. 139, 935 P.2d 1122 (1997), and that the 2021 Easement Agreement could not
alter the Kultgens’ rights without their consent.9
¶18 Vicevich simultaneously moved for partial summary judgment that the 2021
Easement Agreement “ratified” a 30-foot-wide easement following the paved portion of
Kelsey Lane and terminating at Lot 5’s driveway. Although Vicevich asserted that the
2021 Easement Agreement ratified the “long-ago” abandonment of the lower loop,
Vicevich also maintained that abandonment presented a disputed fact issue for trial.
¶19 The Kultgens responded that the 2021 Easement Agreement could not extinguish
their Lot 4 easement because they did not sign it. Vicevich replied to the Kultgens’
summary judgment motion principally by referring to the plaintiffs’ own motion for partial
summary judgment.
¶20 The parties filed numerous affidavits in support of their respective motions for
summary judgment. In near-identical affidavits, Vicevich, Clark, the Jansons, and the
McClaffertys said that, while they saw the Kultgens regularly use Kelsey Lane to access
Lot 5, the Kultgens’ former home, they had “never seen them use the portion of the
easement road called ‘the loop’ for vehicular traffic.” They claimed that “Lot 4 [had]
always been used as a dumping ground and bare ground lot not capable of passenger
vehicle traffic traversing it.” In a second affidavit, David Vicevich claimed the Kultgens
placed “a pile of fence posts” within the loop and, “in discussions with [the Kultgens]
9
The Kultgens also argued that the 2021 Easement Agreement could not extinguish a platted
easement that was a condition of subdivision approval without government approval. The
Kultgens maintain this argument on appeal. However, summary judgment was not resolved on
these grounds, and the issue is therefore not dispositive on appeal.
11
regarding the aspen trees planted in the easement near the intersection of Lots 4 and 5,” the
Kultgens were “consistent in objecting to any actions which included cutting down the
aspen trees.”
¶21 In contrast, the Kultgens claimed they continuously used the loop to access Lot 4
and to walk their dogs, that neighbors regularly walked the loop, and that hired contractors,
wood-delivery vehicles, and garbage trucks used the loop for access to Lot 4 and as a turn
around. Once, after someone drove onto the Kultgens’ property without permission, the
Kultgens placed some “small, light” logs “on Lot 4 along the property line” to “temporarily
discourage the trespasser” but “removed the logs after approximately one week.”
¶22 After full briefing, the District Court appointed a Special Master pursuant to
M. R. Civ. P. 53 to address the cross-motions. At an August 2023 status conference, the
parties waived oral argument. On October 17, 2023, the Special Master issued a Report
and Recommendation concluding that: (1) the Kultgens have an express 60-foot-wide
ingress-and-egress road easement as depicted and described in Plats 222-B and 727-B;
(2) neither abandonment nor the 2021 Easement Agreement extinguished the easement;
and (3) Vicevich and Clark’s fence and/or gates interfered with the easement. The Special
Master recommended summary judgment for the Kultgens, denial of Vicevich’s motion,
a declaration of the existence and scope of the easement as described in the plats, removal
of easement obstructions, and a declaration that the 2021 Easement Agreement did not
affect the Kultgens’ rights.
12
Vicevich’s objections, hearing on objections, and District Court decision
¶23 Vicevich objected to the Special Master’s report. Although Vicevich advanced
numerous arguments against the Special Master’s conclusions below, the plaintiffs have
abandoned many of those arguments on appeal. Accordingly, we address only the
arguments preserved and developed in the appellate briefs.
¶24 Vicevich claimed that the Special Master improperly granted summary judgment
after resolving numerous disputed fact questions in the Kultgens’ favor. First, Vicevich
said a genuine issue of material fact remained regarding the existence and scope of the
easement; specifically, that Plats 222-B and 727-B were ambiguous and conflicted with
historical use of the road easement as it existed on the ground. Second, Vicevich claimed
a genuine dispute remained regarding whether the 2021 Easement Agreement or the
Kultgens’ conduct extinguished the easement. Third, Vicevich claimed disputed fact
questions remained regarding whether Vicevich and Clark’s fence was actually within and
therefore obstructing the easement. Finally, Vicevich claimed that enforcing the Special
Master’s removal order would require “razing” other fences and structures in the easement
throughout Keck Acres.
¶25 The Kultgens and the Miheliches responded that Vicevich’s objections should be
denied and the Special Master’s M. R. Civ. P. 56 conclusions adopted in full.10 The
Kultgens said Vicevich was overstating the effect of the Special Master’s removal
10
By this point in proceedings, the Miheliches had asked to be dropped as plaintiffs. The District
Court denied that request but granted David Vicevich’s firm’s request to withdraw as the
Miheliches’ counsel. From then, the Miheliches proceeded pro se.
13
decision—no one was contending that any obstructions beyond the loop portion of the
easement needed to be removed, just Vicevich and Clark’s fencing “within the loop.”
¶26 The District Court set a hearing on Vicevich’s objections. A week before the
scheduled hearing, Vicevich disclosed that the plaintiffs planned to offer an expert
surveyor’s opinion testimony. The Kultgens asked the District Court to exclude the
expert’s testimony because Vicevich disclosed the expert long past the discovery
deadline.11 Vicevich responded with a motion to allow the testimony and additional
exhibits, which would establish that the subdivision plats were ambiguous and did not
sufficiently describe the easement to support or permit enforcement of the Special Master’s
decision. The District Court disallowed the expert’s testimony or any new evidence not
previously presented to the Special Master during summary judgment proceedings.
Vicevich does not challenge this ruling on appeal.
¶27 In September 2024, the District Court issued an order denying all Vicevich’s
objections and adopting the Special Master’s recommended disposition on summary
judgment, with a final summary judgment order to follow after resolution of attorney fees.
The court then ordered briefing on fees and costs.
The Kultgens are awarded attorney fees
¶28 The Kultgens claimed entitlement to attorney fees and costs as the prevailing party
under applicable covenants and the Uniform Declaratory Judgment Act (UDJA). First, the
11
In their February 2022 response to the Kultgens’ discovery request to identity potential experts,
Vicevich answered “I have not identified any expert witness yet, will supplement as required by
the scheduling order.” The scheduling order set a May 6, 2022 deadline for expert disclosures.
14
Kultgens asserted entitlement to fees and costs under a December 1977 recorded
“Declaration of Restrictive Covenants” (the Covenants) for COS 4, the larger subdivision
containing Tracts 16 and 17, which eventually became the Keck Acres subdivision.12
Sections 8 and 12 of the Covenants provide that:
Certain access routes and roads within the real property have been
established by easements . . . [and] no fence or other obstruction shall be
built on such easements.
Upon the breach of any of the said covenants and restrictions, anyone
owning land in the [described] real property . . . may bring a proper
action . . . to enjoin and restrain said violation . . . . In the event of litigation,
the prevailing party shall be entitled to reasonable attorney’s fees, together
with cost of suit expended.
Failure to enforce any of the restrictions, rights, reservations, limitations, and
covenants . . . shall not in any event be construed or held to be a waiver
thereof or consent to any further or succeeding breach or violation thereof.
The Kultgens noted that Vicevich had previously admitted the Covenants “cover Plaintiffs’
and Defendants’ properties, which are in Tracts 16 and 17 of COS 4.” The Kultgens also
claimed entitlement to fees and costs under UDJA § 27-8-313, MCA.
¶29 Vicevich opposed, arguing that the Kultgens were not entitled to fees under the
Covenants, which were “not otherwise followed or honored” because the McGuinness
Tracts Roadway and Homeowners’ Association (HOA) had been inactive for decades.
Vicevich also argued that the Kultgens’ alleged bad faith litigation conduct—i.e.,
12
Plat 222-B identifies the Keck Acres subdivision within the larger subdivision Tract 17B.
15
instigating litigation and stalling settlement negotiations—made any fees award
inequitable.13
¶30 In December 2024, the District Court concluded that, because the grant of summary
judgment to the Kultgens and denial of summary judgment to Vicevich was a judgment
resolving all claims for relief in the Kultgens’ favor, the Kultgens were the prevailing party.
The court further determined that the Kultgens were entitled to attorney fees under the
Covenants. Because the Covenants operated to authorize a fees/cost award, UDJA
§ 27-8-313, MCA, did not apply. The court’s order also provided that the plaintiffs, except
for the Miheliches, had to pay reasonable attorney fees and ordered the Kultgens to provide
an itemized statement of fees.
¶31 The Kultgens’ attorney submitted an affidavit and billing records seeking
$108,967.50 in attorney fees.14 Vicevich opposed the fee amount as unreasonable,
objecting to “prelitigation” time; “block billing”; “manufacturing” a discovery dispute;
work connected to a separate suit involving the Miheliches;15 and fees incurred after
settlement negotiations fell through. Vicevich calculated reasonable fees at $15,109.
13
Vicevich also argued that the Kultgens were not the prevailing party because the District Court’s
order only required Vicevich and Clark “to remove approximately 100 feet of fencing” so the
Kultgens can access Lot 4. Vicevich has abandoned this argument on appeal.
14
The affidavit claimed $113,555 in fees but the included accounting showed fees totaling
$108,967.50, which the District Court later took to be the amount requested.
15
After purchasing Lot 5 from the Kultgens in December 2020, the Miheliches initiated a separate
and unrelated lawsuit concerning that sale which proceeded simultaneous to but ended during this
litigation.
16
¶32 At the April 24, 2025 evidentiary hearing to address fees and costs, the Kultgens
presented an attorney expert on the reasonableness of the requested fees under Plath v.
Schonrock, 2003 MT 21, 314 Mont. 101, 64 P.3d 984. Vicevich initially objected because
the expert was not identified earlier but withdrew the objection after the court allowed
counsel time to confer with the witness. Vicevich cross-examined the Kultgens’ expert.
The Kultgens’ attorney separately testified about billing records. Vicevich did not
cross-examine the Kultgens’ attorney or call a witness. Vicevich also did not
cross-examine Ed Mihelich, though he testified against Vicevich’s claims that the
Miheliches should pay a portion of the Kultgens’ fees.
June 2025 final order on summary judgment and attorney fees
¶33 In June 2025, the District Court entered final summary judgment, granting the
Kultgens’ motion on express easement and the identified fence obstruction, denying
Vicevich’s motion for partial summary judgment concerning the 2021 Easement
Agreement, denying the requested mediator and Special Master costs, and, after
disallowing $2,758.50 for duplicative or unsupported entries, awarding the Kultgens
$106,209 in attorney fees. Vicevich appeals.
STANDARD OF REVIEW
¶34 We review summary judgment de novo and apply the same M. R. Civ. P. 56 criteria
as the district court. Quarter Circle JP Ranch, LLC v. Jerde, 2018 MT 68, ¶ 7, 391 Mont.
104, 414 P.3d 1277. Summary judgment is proper only when the Rule 56 materials
establish no genuine issue of material fact and the movant is entitled to judgment as a
matter of law. M. R. Civ. P. 56(c)(3). Once the movant meets the initial burden, the
17
nonmovant must identify specific admissible facts that create a genuine issue for trial.
M. R. Civ. P. 56(e); Kipfinger v. Great Falls Obstetrical & Gynecological Assocs.,
2023 MT 44, ¶¶ 13-14, 411 Mont. 269, 525 P.3d 1183.
¶35 Substantive law determines which facts are material. See Planned Parenthood
of Mont. v. State, 2025 MT 120, ¶¶ 10, 65-66, 70, 422 Mont. 241, 570 P.3d 51;
DeVoe v. State, 281 Mont. 356, 367-70, 935 P.2d 256, 262-64 (1997); Anderson v. Liberty
Lobby, Inc., 477 U.S. 242, 248-56, 106 S. Ct. 2505, 2510-14 (1986). A dispute is genuine
only if the properly submitted evidence, viewed with all reasonable inferences in the
nonmovant’s favor, would permit a reasonable factfinder to find for that party under the
burden of proof governing the claim. See Planned Parenthood, ¶¶ 65-66, 70 (citing
Anderson, 477 U.S. at 248-56, 106 S. Ct. at 2510-14); Smith v. Kerns, 281 Mont. 114,
116-19, 931 P.2d 717, 718-20 (1997). Pleadings, denial, speculation, and conclusory
assertions do not suffice. Klock v. Town of Cascade, 284 Mont. 167, 174, 943 P.2d 1262,
1266-67 (1997).
¶36 Whether the Rule 56 materials are sufficient to raise a genuine issue of fact presents
a question of law, not fact. Kipfinger, ¶¶ 13-14, 36; J.L. v. Kienenberger, 257 Mont. 113,
117, 848 P.2d 472, 475 (1993).16 The summary judgment inquiry does not permit the court
to weigh evidence, assess credibility, or choose between competing reasonable inferences.
Harland v. Anderson, 169 Mont. 447, 450, 548 P.2d 613, 615 (1976) (the district court
16
Overruled in part on other grounds by Crisafulli v. Bass, 2001 MT 316, 308 Mont. 40,
38 P.3d 842.
18
“does not function to adjudicate genuine issues of fact” on a summary judgment
motion—“it merely determines whether such issues exist”).17 The court asks whether the
nonmovant’s evidence, viewed as Rule 56 requires, could reasonably support a finding in
the nonmovant’s favor and therefore create a genuine issue for trial. When the evidence
permits only one reasonable conclusion, the court may resolve the issue as a matter of law.
Lorang v. Fortis, 2008 MT 252, ¶ 136, 345 Mont. 12, 192 P.3d 186; Seeley v. Davis,
284 Mont. 517, 523, 946 P.2d 119, 122 (1997).
¶37 Whether a party is entitled to recover attorney fees is a question of law reviewed
de novo for correctness. Apecella v. Overman, 2025 MT 219, ¶ 28, 424 Mont. 202,
577 P.3d 133. Where legal authority exists to award attorney fees, we review the attorney
fee award for an abuse of discretion. Chase v. Bearpaw Ranch Ass’n, 2006 MT 67,
¶¶ 14-15, 331 Mont. 421, 133 P.3d 190; Ray v. Nansel, 2002 MT 191, ¶¶ 40-47, 311 Mont.
135, 53 P.3d 870.
DISCUSSION
¶38 Though Vicevich raised numerous objections to the Special Master’s report and
recommendations on summary judgment below, and the District Court resolved each
objection, Vicevich has abandoned some of those arguments on appeal. We address only
those claims of error that Vicevich expressly asserts on appeal.
¶39 Before we address the merits, we clarify the record under review. On summary
judgment, we consider only materials properly before the District Court when it ruled on
17
Overruled in part on other grounds by Warnack v. Coneen Family Trust, 266 Mont. 203,
879 P.2d 715 (1994).
19
the merits. On appeal, both sides cite some materials filed after the District Court’s initial
September 2024 summary judgment ruling. We do not consider those later affidavits or
exhibits to determine the existence, scope, extinguishment, or obstruction of the easement.
M. R. Civ. P. 56(c)(3); accord DeVoe, 281 Mont. at 367-68, 935 P.2d at 263; Anderson v.
Stokes (Stokes), 2007 MT 166, ¶¶ 56-58, 338 Mont. 118, 163 P.3d 1273.
¶40 Further, we will not hold a lower tribunal in error for an issue it did not have an
opportunity to consider. Pearson v. Virginia City Ranches Ass’n, 2000 MT 12, ¶¶ 57-58,
298 Mont. 52, 993 P.2d 688. Accordingly, we review summary judgment on the Rule 56
record that existed when the District Court ruled. We therefore do not use later fee-stage
affidavits or exhibits to determine whether a genuine issue precluded the merits ruling.
¶41 1. Whether the District Court correctly granted summary judgment that an express
60-foot-wide access easement benefits the Kultgens’ Lot 4 and was not
extinguished by the 2021 Easement Agreement or abandonment.
¶42 Vicevich argues that genuine issues of material fact remain concerning both the
easement’s existence and its extinguishment. We address each contention in turn.
1. The Kultgens have an express 60-foot-wide ingress-and-egress road easement
¶43 Relying principally on Plat 222-B and the recorded deed for Lot 4, the Special
Master concluded that the Kultgens hold an express 60-foot-wide ingress-and-egress road
easement to access their Lot 4 property. Plat 727-B independently confirms that the 2003
aggregation preserved easements of record. No genuine issue of material fact precluded
summary judgment on the creation or recorded scope of the easement.
¶44 An easement is a right which one person has to use the land of another for a specific
purpose or a servitude imposed as a burden upon the land. Blazer v. Wall, 2008 MT 145,
20
¶ 24, 343 Mont. 173, 183 P.3d 84. As pertinent here, “an express easement is one which
is created by an instrument in writing.” Sieben Ranch Co. v. Adams, 2021 MT 172, ¶ 14,
404 Mont. 510, 494 P.3d 307; Davis v. Hall, 2012 MT 125, ¶¶ 18-19, 365 Mont. 216,
280 P.3d 261. An express easement may arise when a written instrument of conveyance
refers to a recorded plat or certificate of survey on which the easement is depicted and
described. Pearson, ¶¶ 21, 26-27; Davis, ¶ 19; Blazer, ¶ 27; O’Keefe v. Mustang Ranches
HOA, 2019 MT 179, ¶ 18, 396 Mont 454, 446 P.3d 509; Halverson v. Turner, 268 Mont.
168, 172-73, 885 P.2d 1285, 1288-89 (1994) (“reference in documents of conveyance to a
plat which describes an easement establishes the easement” (citing § 76-3-304, MCA)).18
The principle behind the easement-by-reference doctrine is inducement—selling lots with
reference to a plat describing property and appurtenances “creates an implied covenant”
that the property “shall be used in the manner designated.” Our Lady of the Rockies, Inc.
v. Peterson, 2008 MT 110, ¶¶ 45-50, 55-57, 342 Mont. 393, 181 P.3d 631 (discussing
easement-by-reference cases); accord Pearson, ¶ 19.
¶45 In Pearson, the plaintiffs obtained a declaratory judgment that they had an express
bridle path easement as created by their deed, which referred to a recorded subdivision plat
depicting the easement. Pearson, ¶¶ 10-13. The defendants argued that the court
erroneously resolved the issue on the deed and plat alone, ignoring extrinsic evidence that
18
“Where lands are conveyed by reference to a plat, the plat itself or any copy of the plat properly
certified by the county clerk and recorder as being a true copy thereof shall be regarded as
incorporated into the instrument of conveyance and shall be received in evidence in all courts of
this state.” Section 76-3-304, MCA.
21
the bridle path was never developed and that other subdivision lot owners had taken formal
action to remove all references to the bridle path easement from the recorded plats.
Pearson, ¶¶ 12, 16, 22. We affirmed on appeal that the deed’s reference to the subdivision
plat which, in turn, “clearly depict[ed] and label[ed] the bridle path easement,” created an
express easement. Pearson, ¶¶ 17-21. We further held that the court was not required to
consider extrinsic evidence of contrary intent when the deed and plat established a clear
intent to create the bridle path easement in the first instance. Pearson, ¶¶ 17-27.
¶46 Here, like in Pearson, the Kultgens’ Lot 4 deed describes the property by reference
to “Plat No. 222-B . . . subject to . . . existing easements and rights of way . . . [and]
reservations, conditions and restrictions of record.” Plat 222-B, in turn, clearly depicts and
labels the “60’ Wide Unrestricted Private Road Easement for Ingress and Egress,” known
as “Kelsey Road” or “Kelsey Lane,” including the loop. The western leg relevant to the
obstruction claim lies within Vicevich and Clark’s Lot 1A/3, adjacent to Lots 5 and 4,
making their property the servient estate.19 The deed and incorporated plat therefore
created the express easement as a matter of law. Plat 727-B did not extinguish or narrow
that right; it states that the 2003 filing aggregated Lots 1 and 3 only, remained subject to
easements of record, and made no change to the original plat’s restrictions, conditions, or
covenants.
19
Vicevich and Clark’s deed references Plat 727-B, which also clearly depicts and labels the
60-foot-wide “Kelsey Lane” easement and refers to “the original plat of Keck Acres Minor
Subdivision,” Plat 222-B.
22
¶47 Notwithstanding, Vicevich contends the Special Master could not resolve creation
of the easement on the plats alone because they were facially ambiguous and contradicted
the historical use and actual location of the paved portion of Kelsey Lane. Vicevich argues
plat ambiguity created a genuine issue of material fact requiring jury resolution.
We disagree.
¶48 Vicevich claims the plaintiffs’ expert surveyor would have established the plats’
ambiguity. Vicevich disclosed the expert a week before the scheduled hearing on
objections and after the Special Master heard and recommended disposition of the parties’
cross-motions. The District Court disallowed the expert’s testimony because the Special
Master never had a chance to consider it. Vicevich does not contend that this was error.
Still, by citation to a disallowed affidavit, Vicevich recites the surveyor’s opinion that
Plats 222-B and 727-B contain errors and discrepancies rendering them ambiguous and
necessitating extrinsic evidence of actual and historical use for correct interpretation. The
District Court declined to consider the surveyor’s opinion, limiting its review to matters
and arguments within the record when deciding whether to adopt the Special Master’s
conclusions on summary judgment. Vicevich cannot now use disallowed evidence
proffered after the Special Master’s decision and not considered by the District Court to
create an issue of fact precluding summary judgment. See Stokes, ¶¶ 56-58.
¶49 In any event, Vicevich’s claim that Plats 222-B and 727-B are ambiguous because
the easement is “depicted differently” on each plat is of no avail. The only difference
between the plats Vicevich identifies is that Plat 222-B refers to the easement as “Kelsey
Road” while Plat 727-B refers to it as “Kelsey Lane” and does not expressly identify it “as
23
an easement.” Vicevich identifies only a terminology difference between the plats that
does not create ambiguity. Plat 222-B, which the Lot 4 deed expressly incorporates,
supplies the grant’s width, route, and ingress-and-egress purpose. Plat 727-B expressly
preserves “any easem