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2020 MT 124

Rafes v. Rate

Montana Supreme Court

Decided May 12, 2020

Montana Supreme Court · decided 2020-05-12

Opinion - Noncite/Memorandum - Justice Gustafson Affirmed.

Relies on Babcock Place Ltd. Partnership v. Berg, Lilly, Andriolo & Tollefsen, P.C. · Moore v. Does 1 to 25

Decided 2020-05-12

                                                                                            05/12/2020


                                           DA 19-0681
                                                                                        Case Number: DA 19-0681

              IN THE SUPREME COURT OF THE STATE OF MONTANA
                                          
2020 MT 124N



DAVID RAFES,

               Plaintiff and Appellant,

         v.

ALEX RATE, JENNIFER DWYER, and MARTIN SMITH,

               Defendants and Appellees.


APPEAL FROM:           District Court of the Eighteenth Judicial District,
                       In and For the County of Gallatin, Cause No. DV 19-1
                       Honorable Rienne H. McElyea, Presiding Judge


COUNSEL OF RECORD:

                For Appellant:

                       David Rafes, Self-represented, Bozeman, Montana

                For Appellees:

                       Eric Edward Nord, Crist, Krogh, Alke & Nord, PLLC, Billings, Montana

                       Justin P. Stalpes, Beck, Amsden & Stalpes, PLLC, Bozeman, Montana



                                                   Submitted on Briefs: April 8, 2020

                                                              Decided: May 12, 2020


Filed:

                                 cir-641.—if
                       __________________________________________
                                         Clerk
Justice Ingrid Gustafson delivered the Opinion of the Court.

¶1     Pursuant to Section I, Paragraph 3(c), Montana Supreme Court Internal Operating

Rules, this case is decided by memorandum opinion and shall not be cited and does not

serve as precedent. Its case title, cause number, and disposition shall be included in this

Court’s quarterly list of noncitable cases published in the Pacific Reporter and Montana

Reports.

¶2     David Rafes brought a legal malpractice claim against Alex Rate, Jennifer Dwyer,

and Martin Smith, in connection with their representation of him in a negligent construction

suit. The District Court entered a scheduling order on February 15, 2019, requiring all

parties to disclose their expert witnesses by May 24, 2019. After Rafes did not disclose an

expert witness by this date, the three defendants each moved for summary judgment. The

District Court granted summary judgment to each defendant. Rafes appeals.

¶3     We review a district court’s decision to award summary judgment de novo.

Babcock Place L.P. v. Berg, Lilly, Andriolo & Tollefsen, P.C., 
2003 MT 111, ¶ 14
,

315 Mont. 364
, 
69 P.3d 1145
. Summary judgment is only proper when “the pleadings, the

discovery and disclosure materials on file, and any affidavits show that there is no genuine

issue as to any material fact and that the movant is entitled to judgment as a matter of law.”

M. R. Civ. P. 56(c)(3). The party moving for summary judgment has the initial burden of

proving there are no genuine issues of material fact that would permit the non-moving party

to succeed on the merits of the case. Babcock Place L.P., ¶ 15. If the moving party meets

this burden, then the non-moving party must provide substantial evidence that raises a



                                              2
genuine issue of material fact in order to avoid summary judgment in favor of the moving

party. Babcock Place L.P., ¶ 15.

¶4     With limited exception not applicable here, “only expert testimony can establish the

standard of care in a legal malpractice case.” Babcock Place L.P., ¶ 21 (quoting Moore v.

Does 1 to 25, 
271 Mont. 162, 165
, 
895 P.2d 209, 210
 (1995)). Rafes failed to disclose an

expert to opine on the applicable standard of care by the court’s deadline, and thus, he

could not succeed on his claims of legal malpractice. The District Court properly granted

summary judgment to the defendants.

¶5     We have determined to decide this case pursuant to Section I, Paragraph 3(c) of our

Internal Operating Rules, which provides for memorandum opinions. This appeal presents

no constitutional issues, no issues of first impression, and does not establish new precedent

or modify existing precedent.

¶6     Affirmed.


                                                  /S/ INGRID GUSTAFSON


We concur:

/S/ JAMES JEREMIAH SHEA
/S/ BETH BAKER
/S/ DIRK M. SANDEFUR
/S/ JIM RICE




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