The Montana Weekly Work Comp Brief (#52 – October 26, 2026)

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Montana Workers’ Compensation Court

Parker v. Safeway Inc., 2026 MTWCC 9

Case Number:             SI-2026-0000002-SET

Decision Date:            September 21, 2026

Attorneys:

Angella Parker, Pro Se;

Joe Maynard for Safeway, Inc.;

Summary: Parker sought to invalidate a Medicare Set-Aside (MSA) established as part of her 2018 workers’ compensation settlement and obtain a lump-sum distribution of the remaining funds, alleging she misunderstood the MSA’s terms. The Court granted Safeway’s motion for summary judgment, finding that Parker’s petition was barred by both the one-year deadline for relief from judgment based on mistake under M.R.Civ.P. 60 and the two-year limitation under § 39-71-2905(2), MCA. Relying on Heath v. Montana State Fund, 2019 MTWCC 4, the Court emphasized that a stipulated judgment is governed by Rule 60 rather than ordinary contract principles. The Court further determined that it lacked jurisdiction to modify agreements between Parker and third-party MSA administrators and that her prior settlement and dismissal with prejudice precluded relitigation of her underlying injury. The petition was dismissed with prejudice.

Key Takeaway: A workers’ compensation settlement incorporated into a stipulated judgment cannot be reopened based on an alleged mistake after Rule 60’s one-year deadline. Additionally, the Workers’ Compensation Court lacks jurisdiction to alter separate contractual arrangements governing the administration of Medicare Set-Aside funds involving third parties who were not parties to the original litigation.

SUBMITTED MATTERS
     Motions & Miscellaneous Matters
Case Pleading Date Submitted
Rutledge v. Technology Ins. Co. Petitioner’s Cross-Motion for Summary Judgement 2/11/26
Rutledge v. Technology Ins. Co. Respondent’s Motion for Summary Judgment 2/17/26
Guitron v. UEF UEF’s Motion for Summary Judgment 5/15/26

 

Guitron v. UEF Villegas Del Villar’s Motion for Summary Judgment 5/20/26

 

Fievet v. FedEx Freight, Inc.

 

Respondent’s Motion for Summary Judgment 9/10/26
Boyer v. Montana State Fund

 

Petitioner’s Motion for Partial Summary Judgment 9/11/26
 

Crisler v. Zurich American Ins. Co.

 

 

Respondent’s Motion for Reconsideration

 

9/21/26

Koehler v. Victory Ins. Co.

 

Appeal of Department’s Order (ARM 24.5.530) 9/23/26
Mathiason v. Montana State Fund Petitioner’s Motion in Limine 9/25/26
Fievet v. FedEx Freight, Inc.

 

Petitioner’s Cross Motion for Summary Judgment 10/2/26
Burns v. Montana State Fund Petitioner’s Motion for Sanctions for Spoilation of Evidence 10/9/26
      Upcoming Trials, Hearings & Conferences
Currently no trials, hearings or depositions scheduled.
Montana Workers’ Compensation Stipulations Summary (week ending October 22, 2026)
PLAN 1         
Case Name DOI Body Part(s) Settlement Type Settlement Amount Petitioner Attorney Respondent Attorney
Linda Kerr, surviving spouse of Herbert Kerr v. Intermountain Claims, Inc. & Montana Electric & Telephone Pool 9/29/21 Lungs; Full and Final – Disputed Initial Compensability $300,000.00 Welder, Ethan; Leftridge, Dustin;

McGarvey Law

Quinn, Marcel

Hammer, Quinn & Shaw, PLLC

PLAN 2
Case Name DOI Body Part(s) Settlement Type Settlement Amount Petitioner Attorney Respondent Attorney
Jeremy Phillips v. America Zurich Ins. Co. 3/27/24 Right shoulder; Full and Final – Medicals Closed $60,000.00 Tourtlotte, Matt

Miller Tourtlotte Law, PLLC

Smith, Charlie

Crowley Fleck PLLP

Willie Steck v. Employers Preferred Ins. Co. 9/27/24 Lung; Full and Final – Medicals Closed $27,500.00 Murphy, Matthew

Murphy Law Firm

Smith, Jeffrey

Neilson, Smith, Dietrich PLLC

PLAN 3
Case Name DOI Body Part(s) Settlement Type Settlement Amount Petitioner Attorney Respondent Attorney
Tracey McCready v. Montana State Fund 10/3/22; 11/3/22 Low back; Full and Final – Medicals Closed $70,000.00 McKenna, Sydney

McKenna & Starin Trial Attorneys, PLLC

Meyer, Mark

Montana State Fund

ESD Settlements Approved through October 16, 2026
PLAN 1
Claimant Name DOI Body Part Settlement Type Settlement Amount Attorney Name
Kornak, Amber 5/17/18 Multiple body parts; Petition for Settlement – Medicals Closed $215,000.00 Murphy, Matthew
PLAN 2
Claimant Name DOI Body Part Settlement Type Settlement Amount Attorney Name
Fernandez, Donald 9/8/26 Unidentified; Disputed Initial Compensability $10,000.00 None
Grimes, Joel 5/15/25 Toes; Best Interests $80,000.00 Duckworth, Kiel
Hailey, Lynn 4/29/26 Multiple body parts; Best Interests $22,500.00 Dalpiaz, Leslae
Imhoff, Darrell 9/24/24 Soft tissue; Petition for Settlement – Medicals Closed $3,000.00 None
Munoz, Cesar 7/4/24 Shoulder(s); Best Interests $112,500.00 Overturf, Greg
Runde, Terry 1/4/26 Low back; Disputed Initial Compensability $7,500.00 None
Spencer, Richard 10/2/25 Upper back; Best Interests $29,300.00 None
PLAN 3
Claimant Name DOI Body Part Settlement Type Settlement Amount Attorney Name
Figueroa, Lequis 2/3/23 Multiple lower extremities; Petition for Settlement – Medicals Closed $65,000.00 Murphy, Matthew
Frazier, Catherine 2/19/26 Multiple body parts; Disputed Initial Compensability $75,000.00 Blackaby, Dean
Hiebert, Curt 7/27/26 Ankle; Disputed Initial Compensability $4,500.00 None
Jones, Jedidah 3/28/26 Knee; Best Interests $1,340.00 None
Loos, George 9/23/25 Knee; Best Interests $25,000.00 None
Luffman, Bobby 4/29/19 Low back; Petition for Settlement – Medicals Reserved $30,000.00 MacKay, Thomas
Sundheim Novak, Jody 1/21/25 Elbow; Best Interests $20,000.00 Tempel-St. John, Stacy
Thiessen, Daniel 12/2/21 Internal organs; Petition for Settlement – Medicals Closed $750,000.00 Overturf, Greg
Wilke, Heather 12/18/24 Low back; Best Interests $31,966.55 None
Wimberley, Dennis 7/8/26 Low back; Disputed Initial Compensability $600.00 None
Key Insights for Montana Work Comp Professionals
  1. Settlement Finality Reinforced by Workers’ Compensation Court. In Parker v. Safeway Inc., 2026 MTWCC 9, the Court held that a stipulated settlement judgment cannot be reopened based on an alleged mistake after the one-year deadline under Rule 60. The decision underscores the importance of fully understanding Medicare Set-Aside provisions before finalizing settlements.
  2. Settlement Values Demonstrate Significant Variation. The 21 reported settlements total approximately $1.94 million, ranging from $600 to $750,000. The median settlement was $30,000, illustrating how a relatively small number of substantial settlements can distort average settlement values.
  3. Medical Closure Represents Substantial Financial Exposure. The reported settlements involving closure of medical benefits totaled approximately $1.49 million, including a $750,000 settlement involving internal organs and a $215,000 multiple-body-part claim. These figures highlight the potential significance of future medical exposure in settlement negotiations.
  4. Disputed Compensability Claims Produce Widely Varying Outcomes. Six settlements involving disputed initial compensability ranged from $600 to $300,000. The substantial variation illustrates how medical evidence, potential indemnity exposure, and litigation risk can influence settlement values even when liability remains disputed.
  5. Pending Motions May Produce Important Procedural Guidance. The Workers’ Compensation Court has several significant motions awaiting resolution, including competing summary judgment motions in Rutledge and Fievet, a reconsideration motion in Crisler, and a motion for sanctions involving alleged spoliation of evidence in Burns. These cases warrant attention for potential developments in evidentiary standards, litigation procedure, and claim adjudication.

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