Court Rules

Beaverhead County District Court, Montana

Court-Level Rules, Filing Procedures & Policies

Limits & Logistics

Document Limits

Brief
20 pgs

Courtesy Copies

Exhibits

  • 1 copy

Adjournments

  • If a party has extreme difficulty with a court-ordered date, it must consult the opposing party and then advise the Court by stipulation or motion, stating its contact efforts and the opposing party’s position.

Request must include

Adversary Position
Filters:

Page & Word Limits1 rule

Page LimitsMandatory

Briefs may not exceed 20 pages without leave of the Court for good cause demonstrated.

Brief
Up to 20 pages

Exception

More pages with leave of court

5th · p. 1
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery

Document Format Requirements7 rules

FormattingMandatory

All proposed e-file Orders shall be filed in Word, as a separate document categorized as a Proposed Order in e-file, and shall not have a footer, or signature/date block for the judge.

5th · p. 2
|SectionRule 3 -- Filings
FormattingMandatory

4.4 Parties shall provide only an electronic copy of instructions in Word format to Diane Kaatz, Judicial Assistant at dkaatz@mt.gov.

5th · p. 3
|SectionRule 4 -- Jury Instructions
FormattingMandatory

(2) emailed documents must be in a PDF format and submitted as an attachment to an email.

File type
PDF
5th · p. 3
|SectionRule 3 -- Filings
FormattingMandatory

7.2 Writs of execution must include information in accord with the format available from the Clerk of Court or in a substantially similar form.

5th · p. 4
|SectionRule 7 -- Default Judgments and Writs of Execution
FormattingMandatory

8.2 Exhibits must be pre-labeled as follows: (1) Plaintiff’s/Petitioner’s (Exhibit 1, 2, 3, etc.); or (2) Defendant’s/Respondent’s (Exhibit A, B, C, etc.).

Applies to
  • Exhibits

Formatting

  • Use numbered labels for Plaintiff’s/Petitioner’s exhibits and lettered labels for Defendant’s/Respondent’s exhibits
5th · p. 4
|SectionRule 8 -- Exhibits
FormattingImportant

All motions, stipulations, etc. must be a separate document from the proposed order.

5th · p. 1
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery
FormattingImportant

Documents filed by email or facsimile are considered the originals. Mailed original documents are not required and duplicates may not be filed.

Formatting

  • Mailed original documents are not required
5th · p. 2
|SectionRule 3 -- Filings

Document Filing Requirements16 rules

Filing RequirementsMandatory

The Court will not consider any documents requiring a certificate of service that do not have a certificate of service attached.

Document
Document requiring certificate of service

Include

  • Certificate of service
5th · p. 1
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery
Filing RequirementsMandatory

All motions shall address stipulation or opposition when applicable. Motions that require opposing party contact and are silent on the matter will be rejected.

5th · p. 1
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery
Filing RequirementsMandatory

A demand for a jury trial must be included in the caption of the complaint or answer.

Document
Complaint or answer
Placement
Caption
5th · p. 1
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery
Filing RequirementsMandatory

All proposed e-file Orders shall be filed in Word, as a separate document categorized as a Proposed Order in e-file, and shall not have a footer, or signature/date block for the judge.

5th · p. 2
|SectionRule 3 -- Filings
Filing RequirementsMandatory

Pre-discovery disclosures must include the factual and legal bases of claims or defenses, knowledgeable individuals and their information, relevant documents or things, claimed damages, and applicable insurance agreements.

Court's wording

The disclosure must contain the following information: (a) the factual basis of each claim or defense advanced by the disclosing party; (b) the legal theory upon which each claim or defense is based, including, when necessary for a reasonable understanding of the claim or defense, citations or pertinent legal or case authorities; (c) the name and, if known, the address and telephone number of each individual known or believed to have discoverable information about the claims or defenses and a summary of that information; (d) a copy of or a description, including the location and custodian, of documents or data compilations and tangible things and relevant documents reasonably likely to bear on the claims or defenses; (e) a computation of any damages claimed; and (f) the substance of any insurance agreement that may cover any resulting judgment.

5th · p. 2
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery
Filing RequirementsMandatory

all documents must be properly signed and dated with the party’s copied or electronically generated signature;

5th · p. 2
|SectionRule 3 -- Filings
Filing RequirementsMandatory

All exhibits unable to be e-filed shall be delivered to the Clerk's office and shall be accompanied by a Notice describing the exhibits.

5th · p. 2
|SectionRule 3 -- Filings
Filing RequirementsMandatory

The disclosure duty continues throughout the case, and a party must supplement or correct an incomplete or inaccurate disclosure within a reasonable time after learning of the problem.

Court's wording

The disclosure obligation is reciprocal and continues throughout the case. A party who has made a pre-discovery disclosure is under a duty to supplement or correct the disclosure within a reasonable time if the party learns that the information disclosed is not complete and correct or is no longer complete and correct.

5th · p. 2
|SectionRule 2 – Pleadings, Motions, Orders, and Discovery
Filing RequirementsMandatory

Before being relieved as counsel after final disposition and expiration of the appeal period, an attorney must file a notice of termination with the Clerk.

Court's wording

5.2 After the final disposition of a case and after the time for appeal has expired, an attorney is relieved of the attorney’s duties as counsel of record, provided the attorney first files a notice of termination with the Clerk of Court and serves the notice on their client and the opposing party.

5th · p. 3
|SectionRule 5 – Attorneys
Filing RequirementsMandatory

Each requested jury instruction must identify the party and use a consecutive number.

Court's wording

4.3 Each requested instruction must be identified by party and consecutive number, e.g., “Plaintiff John Smith’s Requested Instruction No. 1,” “Plaintiff John Smith’s Requested Instruction No. 2,” and so forth.

5th · p. 3
|SectionRule 4 -- Jury Instructions
Filing RequirementsMandatory

5.3 If no action occurs within 12 months of entry of a final decree or order in a Domestic Relations or Paternity case, an attorney is no longer considered to be counsel of record in the case and the attorney’s designation as such must be terminated, unless the attorney provides notice to the Court otherwise.

5th · p. 3
|SectionRule 5 – Attorneys
Filing RequirementsMandatory

4.2 Requested instructions must include a cover sheet bearing the case number, caption, title, e.g., “Plaintiff’s Requested Instructions,” signature, and praecipe.

Document
Jury instructions

Must include

  • Caption
  • Case number
5th · p. 3
|SectionRule 4 -- Jury Instructions
Filing RequirementsMandatory

5.1 An attorney seeking to appear pro hac vice shall file a motion and proposed order accompanied by a copy of the State Bar of Montana Pro Hac Vice Application and confirmation correspondence from the Bar Admissions Administrator.

Document
Motion

Must include

  • Proposed order
5th · p. 3
|SectionRule 5 – Attorneys
Filing RequirementsMandatory

7.1 An application for default judgment must show how the total claimed with interest has been calculated, including but not limited to the interest rate (prime rate as of January of that year per fedprimerate.com), per diem, and number of days accrued.

5th · p. 4
|SectionRule 7 -- Default Judgments and Writs of Execution
Filing RequirementsMandatory

8.3 Four exhibit lists, and four exhibits must be submitted as follows: (1) Court file/Clerk of Court (original); (2) Judge (copy); (3) moving party; and (4) other party(s).

5th · p. 4
|SectionRule 8 -- Exhibits
Filing RequirementsMandatory

Parent financial affidavits and uniform child support guidelines worksheets must be filed with the Court before entry of any child support order.

5th · p. 4
|SectionRule 12 -- Child Support Guideline Requirements

Filing & Service rules

Electronic Filing Rules

Cases must be filed electronically unless exempted; pro se litigants and the specified probate, guardianship, paternity, and adoption cases must currently use Rule 3.5 filing procedures, but must e-file when that option becomes available.

All cases shall be filed using e-filing unless specifically exempted. (1) All pro se litigants and DP (probate), DG (guardianship), DF (paternity), and DA (adoption) cases cannot be e-filed at this time. Filings in these matters shall be filed in accordance with rule 3.5. When efile becomes available for these filings, efile will be required.

Page 2 | Rule 3 -- Filings

Exhibits that cannot be e-filed must be delivered to the Clerk’s office with a Notice describing them.

All exhibits unable to be e-filed shall be delivered to the Clerk's office and shall be accompanied by a Notice describing the exhibits.

Page 2 | Rule 3 -- Filings

Documents not currently accepted by e-filing may be submitted in person, by email, or by facsimile, with a fee of $0.50 per page.

All documents not currently accepted by e-filing may be submitted for filing in person, by email, or facsimile and must be accompanied by the fee of $.50/page as required by §25-1-201(1)(r), MCA.

Page 2 | Rule 3 -- Filings

Filing Timing and Cure Windows

In criminal trials, jury instructions are due seven days before trial unless the Court notes otherwise.

4.5 For criminal trials jury instructions are due 7 days before trial unless otherwise noted by the Court.

Page 3 | Rule 4 -- Jury Instructions

In civil trials, jury instructions are due 21 days before trial.

For civil trials jury instructions are due 21 days before trial.

Page 3 | Rule 4 -- Jury Instructions

The required affidavits and worksheets must be filed before entry of a child support order.

Parent financial affidavits and uniform child support guidelines worksheets must be filed with the Court before entry of any child support order.

Page 4 | Rule 12 -- Child Support Guideline Requirements

The Clerk’s office will file the Notice once it has possession of the exhibits.

The Clerk’s office will file the Notice when they are in possession of the exhibits.

Page 2 | Rule 3 -- Filings

Service and Proof of Service Rules

Documents offered for filing must be accompanied by documentation demonstrating service, except complaints.

Proper documentation demonstrating service must accompany all documents offered for filing other than a complaint.

Page 1 | Rule 2 – Pleadings, Motions, Orders, and Discovery

Absent leave of Court, a party must make the required disclosure before seeking discovery and serve it on another party before seeking discovery from that party; written discovery requests may be served simultaneously with the disclosure.

Except with leave of the Court, a party may not seek discovery from any source before making an appropriate pre-discovery disclosure and may not seek discovery from another party before serving that party with an appropriate disclosure. A party may serve written discovery requests upon a party simultaneously with service of the required disclosure statement upon that party.

Page 2 | Rule 2 – Pleadings, Motions, Orders, and Discovery

Each party must serve an appropriate disclosure within 30 days after entry of the case scheduling order.

Each party shall serve an appropriate disclosure not later than 30 days after entry of the case scheduling order.

Page 2 | Rule 2 – Pleadings, Motions, Orders, and Discovery

The attorney must serve the notice of termination on the client and opposing party.

5.2 After the final disposition of a case and after the time for appeal has expired, an attorney is relieved of the attorney’s duties as counsel of record, provided the attorney first files a notice of termination with the Clerk of Court and serves the notice on their client and the opposing party.

Page 3 | Rule 5 – Attorneys

The Clerk may email court orders and minute entries instead of sending hard copies, and parties must provide the Clerk with the email addresses for those copies.

To promote the electronic storage and exchange of documents and reduce redundant scanning of documents produced by the Court, the Clerk of Court may distribute copies of Court orders and minute entries by email rather than by hard copy. A party shall provide the Clerk of Court with the email address(es) to which copies of orders or minute entries are to be mailed.

Page 1 | Rule 2 – Pleadings, Motions, Orders, and Discovery

A party that files any document electronically is deemed to have consented in writing to receive documents electronically.

A party who has filed any document in the Court electronically is deemed to have provided written consent to receive documents electronically. (Rule 5(b)(2)(E), M. R. Civ. P.)

Page 1 | Rule 2 – Pleadings, Motions, Orders, and Discovery

Filing Fees and Waivers

Payment or proof of payment is required before the Clerk’s office accepts or files any document.

3.8 Payment or proof of payment is required prior to the Clerk’s office accepting/filing any documents.

Page 3 | Rule 3 -- Filings

Documents submitted under this rule must be accompanied by a fee of $0.50 per page.

All documents not currently accepted by e-filing may be submitted for filing in person, by email, or facsimile and must be accompanied by the fee of $.50/page as required by §25-1-201(1)(r), MCA.

Page 2 | Rule 3 -- Filings

Courtesy Copy Requirements

8.3 Four exhibit lists, and four exhibits must be submitted as follows: (1) Court file/Clerk of Court (original); (2) Judge (copy); (3) moving party; and (4) other party(s).

8.3 Four exhibit lists, and four exhibits must be submitted as follows: (1) Court file/Clerk of Court (original); (2) Judge (copy); (3) moving party; and (4) other party(s).

Page 4 | Rule 8 -- Exhibits

Adjournment & Extension Requirements

If a party has extreme difficulty with a court-ordered date, it must consult the opposing party and then advise the Court by stipulation or motion, stating its contact efforts and the opposing party’s position.

In the event a party encounters extreme difficulties with a date ordered by the Court, the party shall consult with the opposing party and then advise the Court by stipulation or a motion stating the efforts to contact the opposing party and the opposing party’s position.

Page 1 | Rule 1 -- Law and Motion

Chambers Communication Rules

Jury instructions must be sent to Judicial Assistant Diane Kaatz at the stated email address.

4.4 Parties shall provide only an electronic copy of instructions in Word format to Diane Kaatz, Judicial Assistant at dkaatz@mt.gov.

Page 3 | Rule 4 -- Jury Instructions

Parties must set and confirm hearing dates with the Clerk of Court.

A party shall set and confirm hearing dates with the Clerk of Court.

Page 1 | Rule 1 -- Law and Motion

Documents submitted by facsimile for Madison County must be sent to (406) 843-5207.

Madison County: (406) 843-5207

Page 2 | Rule 3 -- Filings

Documents submitted by facsimile for Beaverhead County must be sent to (406) 683-3728.

Beaverhead County: (406) 683-3728

Page 2 | Rule 3 -- Filings

Documents submitted by email for Madison County must be sent to chill@mt.gov.

Madison County: chill@mt.gov

Page 2 | Rule 3 -- Filings

Documents submitted by email for Beaverhead County must be sent to clerkofcourt.beaverhead@mt.gov.

Beaverhead County: clerkofcourt.beaverhead@mt.gov

Page 2 | Rule 3 -- Filings

Documents submitted by email for Jefferson County must be sent to dwoods@mt.gov.

Jefferson County: dwoods@mt.gov

Page 2 | Rule 3 -- Filings

Documents submitted by facsimile for Jefferson County must be sent to (406) 225-4044.

Jefferson County: (406) 225-4044

Page 2 | Rule 3 -- Filings

Attorneys, parties, and witnesses may appear via Zoom after notifying the opposing party and Clerk of Court; objections must be addressed before the hearing.

14.2 Attorneys, parties, and witnesses may appear via Zoom with prior notification to the opposing party and Clerk of Court. Any objections to Zoom appearance must be addressed prior to the hearing.

Page 5 | 14.2

Parents may contact Judicial Assistant Diane Kaatz by email for parenting plan guidelines.

Parenting plan guidelines are available from Diane Kaatz at 406-843-4235, 406-683-3745, or dkaatz@mt.gov to assist parents in understanding what the Court generally believes is reasonable, unless special circumstances require a different arrangement.

Page 4 | Rule 13 -- Parenting Plan Guidelines

Common questions about Beaverhead County District Court, Montana rules

Are courtesy copies required in Beaverhead County District Court, Montana?

Courtesy-copy rule applies for exhibits. Details: 1 copy. 8.3 Four exhibit lists, and four exhibits must be submitted as follows: (1) Court file/Clerk of Court (original); (2) Judge (copy); (3) moving party; and (4) other party(s).

View ruleSource: page 4, section Rule 8 -- Exhibits

What page or word limits apply to brief in Beaverhead County District Court, Montana?

Beaverhead County District Court, Montana's rule states these limits: 20 pages. Briefs are limited to 20 pages unless the Court grants leave for demonstrated good cause.

View ruleSource: page 1, section Rule 2 – Pleadings, Motions, Orders, and Discovery

What formatting rules apply to filings in Beaverhead County District Court, Montana?

Beaverhead County District Court, Montana's formatting rule includes proposed e-file orders must be filed in word. and proposed e-file orders must not have a footer or a signature/date block for the judge.. Proposed e-file orders must be in Word, submitted as separate documents categorized as Proposed Orders, and omit a footer and the judge’s signature/date block.

View ruleSource: page 2, section Rule 3 -- Filings

What must be included with document requiring certificate of service filings in Beaverhead County District Court, Montana?

The rule requires certificate of service. A document that requires a certificate of service must have the certificate attached or the Court will not consider it.

View ruleSource: page 1, section Rule 2 – Pleadings, Motions, Orders, and Discovery

What must be included with complaint or answer filings in Beaverhead County District Court, Montana?

A jury-trial demand must appear in the caption of the complaint or answer.

View ruleSource: page 1, section Rule 2 – Pleadings, Motions, Orders, and Discovery

How may parties contact Beaverhead County District Court, Montana?

The rule lists email dkaatz@mt.gov. Jury instructions must be sent to Judicial Assistant Diane Kaatz at the stated email address.

View ruleSource: page 3, section Rule 4 -- Jury Instructions

How do I request an adjournment or extension in Beaverhead County District Court, Montana?

The request must include adversary position. If a party has extreme difficulty with a court-ordered date, it must consult the opposing party and then advise the Court by stipulation or motion, stating its contact efforts and the opposing party’s position.

View ruleSource: page 1, section Rule 1 -- Law and Motion

Is electronic filing required in Beaverhead County District Court, Montana?

Yes. Electronic filing is required for the covered filings. Cases must be filed electronically unless exempted; pro se litigants and the specified probate, guardianship, paternity, and adoption cases must currently use Rule 3.5 filing procedures, but must e-file when that option becomes available.

View ruleSource: page 2, section Rule 3 -- Filings

Are filing fees or waivers addressed in Beaverhead County District Court, Montana?

A fee is required for covered filings. Documents submitted under this rule must be accompanied by a fee of $0.50 per page.

View ruleSource: page 2, section Rule 3 -- Filings

What filing deadlines does Beaverhead County District Court, Montana set?

In criminal trials, jury instructions are due seven days before trial unless the Court notes otherwise.

View ruleSource: page 3, section Rule 4 -- Jury Instructions

What service or proof of service rules apply in Beaverhead County District Court, Montana?

Proof of service is required for the covered service rule. Details: timing: at filing. Documents offered for filing must be accompanied by documentation demonstrating service, except complaints.

View ruleSource: page 1, section Rule 2 – Pleadings, Motions, Orders, and Discovery
Complete rules summary for Beaverhead County District Court, Montana

Parties must set and confirm hearing dates with the Clerk of Court.

If a party has extreme difficulty with a court-ordered date, it must consult the opposing party and then advise the Court by stipulation or motion, stating its contact efforts and the opposing party’s position.

Briefs are limited to 20 pages unless the Court grants leave for demonstrated good cause.

Documents offered for filing must be accompanied by documentation demonstrating service, except complaints.

A document that requires a certificate of service must have the certificate attached or the Court will not consider it.

A jury-trial demand must appear in the caption of the complaint or answer.

Motions, stipulations, and other such filings must be separate documents from proposed orders.

Motions must address stipulation or opposition when applicable, and motions requiring opposing-party contact will be rejected if silent about that contact.

The Clerk may email court orders and minute entries instead of sending hard copies, and parties must provide the Clerk with the email addresses for those copies.

Each proposed e-file order must be submitted as a separate document categorized as a Proposed Order in e-file.

A party that files any document electronically is deemed to have consented in writing to receive documents electronically.

Absent leave of Court, a party must make the required disclosure before seeking discovery and serve it on another party before seeking discovery from that party; written discovery requests may be served simultaneously with the disclosure.

Each party must serve an appropriate disclosure within 30 days after entry of the case scheduling order.

Pre-discovery disclosures must include the factual and legal bases of claims or defenses, knowledgeable individuals and their information, relevant documents or things, claimed damages, and applicable insurance agreements.

The disclosure duty continues throughout the case, and a party must supplement or correct an incomplete or inaccurate disclosure within a reasonable time after learning of the problem.

Cases must be filed electronically unless exempted; pro se litigants and the specified probate, guardianship, paternity, and adoption cases must currently use Rule 3.5 filing procedures, but must e-file when that option becomes available.

Proposed e-file orders must be in Word, submitted as separate documents categorized as Proposed Orders, and omit a footer and the judge’s signature/date block.

Exhibits that cannot be e-filed must be delivered to the Clerk’s office with a Notice describing them.

A Notice describing the exhibits must accompany exhibits that cannot be e-filed.

The Clerk’s office will file the Notice once it has possession of the exhibits.

Documents not currently accepted by e-filing may be submitted in person, by email, or by facsimile, with a fee of $0.50 per page.

Documents submitted under this rule must be accompanied by a fee of $0.50 per page.

Documents submitted by email for Beaverhead County must be sent to clerkofcourt.beaverhead@mt.gov.

Documents submitted by email for Jefferson County must be sent to dwoods@mt.gov.

Documents submitted by email for Madison County must be sent to chill@mt.gov.

Documents submitted by facsimile for Beaverhead County must be sent to (406) 683-3728.

Documents submitted by facsimile for Jefferson County must be sent to (406) 225-4044.

Documents submitted by facsimile for Madison County must be sent to (406) 843-5207.

Email- or facsimile-filed documents are originals; mailed originals are unnecessary, and duplicates may not be filed.

Documents filed by email or facsimile must be properly signed and dated using the party’s copied or electronically generated signature.

More Judges in Beaverhead County District Court, Montana

Luke Berger
Judge