Unlike in Tyson in which the trust agreement provided that other properties “may later be delivered to the trust” (Tyson, supra, 514 S.E.2d at p. 565), in this case, Liebler expressly transferred the Via Regia Property to the trustee in the 2009 Trust.
Finally, we acknowledge that in Cate-Schweyen v. Cate (2000) 2000 MT; 345 [303 Mont. 232, 241, 15 P.3d 467, 473] (Cate),25 the Supreme Court of Montana concluded that the trust document at issue in that case was “insufficient to serve as an instrument of conveyance” even though, according to the Cate court, the property was “clearly identified in the handwritten [trust] document.” (Ibid.)26 The court reasoned, “[W]e concluded under the similar circumstances described in [McCormick v. Brevig (1999) 1999 MT 86 [294 Mont. 144, 980 P.2d 603]] that in order for a trust document to serve as an instrument of conveyance, the person executing the trust document must subsequently redeliver, confirm, ratify, or adopt the transfer.” (Cate, supra, at p. 473.)
In McCormick, an exhibit that contained a list of the trust assets “was not attached to the document at the time the trust was executed.” (McCormick v. Brevig, supra, 980 P.2d at p. 613 (McCormick).) The McCormick court stated, “Because there was no proper description of the property within the document itself, or attached as Exhibit A, the trust failed to convey the property at its execution.” (Ibid., italics added.) The McCormick court further concluded that even assuming that appellant could present evidence that the trustor had attached exhibit A to the trust agreement “sometime after he executed the trust” (id., 980 P.2d at p. 613, italics added), the “attachment of such an exhibit could have validated the trust document as an instrument of conveyance of the real property only if the person executing the trust document were to have redelivered, confirmed, ratified, or adopted the transfer.” (Ibid.)
In this case, unlike in McCormick, it is undisputed that the 2009 Trust contains a “proper description of the property” (McCormick, supra, 980 P.2d at p. 613), within an attached Schedule A and that Liebler expressly stated in the 2009 Trust, “I transfer to my Trustee the property listed in Schedule A, attached to this agreement.” Thus, there is no reason to consider whether Liebler could have effectuated a conveyance and “validated the trust document” (McCormick, at p. 613), by attaching an exhibit to the trust after the trust’s execution listing the Via Regia Property. However, to the extent Cate may be read to stand for the proposition that, even where the conveyance is clearly stated in the trust document, the trustor must “redeliver, confirm,
25
Hasting cited Cate in his supplemental brief.
26
Elsewhere in its opinion, the Cate court noted that the trust document stated in relevant part, “ ‘I Jerome J. Cate ... do hereby sell, assign and convey all of my oil gas and mineral interests ... to my daughter, Shannon Cate, to hold in trust....'" (Cate, supra, at p. 471.)