Bartlett v. Bartlett

2006 OK CIV APP 112, 144 P.3d 173, 2006 Okla. Civ. App. LEXIS 92, 2006 WL 2820824
CourtCourt of Civil Appeals of Oklahoma
DecidedFebruary 10, 2006
Docket100,638
StatusPublished
Cited by26 cases

This text of 2006 OK CIV APP 112 (Bartlett v. Bartlett) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bartlett v. Bartlett, 2006 OK CIV APP 112, 144 P.3d 173, 2006 Okla. Civ. App. LEXIS 92, 2006 WL 2820824 (Okla. Ct. App. 2006).

Opinion

KENNETH L. BUETTNER, Chief Judge.

¶ 1 Defendant/Appellant S. Bartlett (Wife) appeals from the Decree of Divorce as well as other court orders in this dissolution proceeding filed by Plaintiff/Appellee D. Bartlett (Husband). We hold that the trial court erred in finding that Husband rebutted the presumption of a gift which arose when Husband placed the marital residence and six other properties in joint tenancy with Wife; we therefore reverse that part of the Decree. *176 As to Wife’s remaining claims, we find the trial court did not abuse its discretion and the relevant provisions in the Decree are not against the clear weight of the evidence. We therefore affirm the Decree in all respects except the finding that Husband had rebutted the presumption of a gift as to certain properties. We remand for determination whether the properties, which became marital property when Husband conveyed them to joint tenancy with Wife, remained marital property or whether the parties converted those marital assets to separate property when they conveyed them to Husband’s and Wife’s revocable trusts.

¶2 Husband and Wife were married in 1982. Their only child was born in July 1987. Husband filed his Petition for divorce February 6, 2002. Trial was held January 5-9, 2004 and the trial court issued its Journal Entry of Judgment and Decree of Dissolution of Marriage July 21,2004.

¶ 3 An action for divorce, alimony, and division of property is one of equitable cognizance, and reviewing a case of equitable cognizance, the judgement of the trial court will not be disturbed unless the trial court abuse its discretion or unless the court’s findings were clearly against the weight of the evidence. Hough v. Hough, 2004 OK 45, ¶ 9, 92 P.3d 695, 700.

I.

ISSUES RELATING TO PROPERTIES PLACED IN JOINT TENANCY AND IN WIFE’S REVOCABLE TRUST

¶ 4 Wife first asserts the trial court erred in finding that many of the disputed assets were Husband’s separate property and had not become marital property by commingling or transmutation. During the marriage, the parties bought a house, using Husband’s separate funds, which was conveyed by the sellers to Husband and Wife in joint tenancy. Husband also placed six other parcels of land in joint tenancy with Wife. In 1997, the parties conveyed the house and an undivided half interest in the remaining joint tenancy properties to Wife’s separate trust (at the same time they conveyed an undivided half interest to Husband’s separate trust). One of the issues at trial was whether the house and other real properties were separate or marital property.

¶ 5 The trial court addressed this issue in Part IV of the Decree. The court noted three factors must be considered in determining whether assets are marital or separate: 1) the source of origin, 2) intent regarding transfer of title, and 3) acquisition or enhancement in value through industry, efforts, or funds of the non-owning spouse.

¶ 6 The trial court made separate findings regarding the parties’ marital residence and we address that property first. The trial court found that Husband acquired the house during the marriage with “funds whose origin is traced to [Husband’s] separate property to include a family trust, direct inheritance, or from sale of property received by [Husband] through trust or inheritance.” 1 The parties purchased the home in 1987, well before the parties began their estate planning measures, and the sellers conveyed the *177 home to Husband and Wife as joint tenants. The testimony and evidence shows that Husband treated the home as marital property until he testified at trial. Additionally, the evidence does not indicate a non-gift purpose for taking title to the house in joint tenancy when the parties purchased the home in 1987. As explained in footnote 1, above, Husband testified he had treated the house as marital property, but that he did not intend a gift of half an interest in the home to Wife.

¶ 7 It has long been the rule in Oklahoma that when spouses own property in joint tenancy, regardless of the source of the funds used for purchasing the property, a gift of the property to the marital estate is presumed. Shackelton v. Sherrard, 1963 OK 193, 386 P.2d 898, 900. The party seeking to rebut that presumption must present clear and convincing evidence that no gift was intended. Chastain v. Posey, 1983 OK 46, 665 P.2d 1179. More recently, the Oklahoma Supreme Court has clarified this holding to require a party seeking to rebut the gift presumption to present clear and convincing evidence of a purpose for placing the property in joint tenancy which is collateral to intending a gift. Larman v. Larman, 1999 OK 83, ¶ 9, 991 P.2d 536. Husband offered no collateral purpose, existing at the time of the conveyance, for placing the home in joint tenancy.

¶ 8 “The presumption that property held in joint tenancy form is marital property is a strong one, which can only be overcome by clear and convincing evidence. A presumption may be attacked by the introduction of evidence sufficient to support a finding of the nonexistence of the presumed fact; where the presumption is a strong one, the weight of the evidence to rebut it must be great.” In re Marriage of Smith, 265 Ill.App.3d 249, 202 Ill.Dec. 738, 638 N.E.2d 384, 388 (1994). Generally, “if one spouse has caused his or her separate property to be transferred to both spouses jointly, mere self-serving testimony that it was not intended as a gift is entitled to little weight.” Coleberd v. Coleberd, 933 S.W.2d 863, 870 (Mo.App.1996), citing Clark v. Clark, 919 S.W.2d 253, 255 (Mo.App.1996) (emphasis added). See also Rutland v. Rutland, 652 So.2d 404, 406 (Fla. 5th DCA 1995), receded from on other grounds, Anson v. Anson, 772 So.2d 52 (Fla. 5th DCA 2000)(ere banc) (“[t]he husband’s conduct evidencing joint ownership simply cannot be overcome by the mere unsubstantiated claim, raised for the first time during a dissolution proceeding, that he never intended a gift to the wife at the time of the conveyance”).

¶ 9 Husband’s only testimony about his intent at the time the house was initially purchased was that he never intended a gift. Husband agreed he had treated the home as marital property until the time of trial. Neither of these facts support a finding by clear and convincing evidence that a collateral purpose existed at the time the house was acquired. The parties’ estate planning meas *178 ures, which involved conveying the house to Wife’s separate trust ten years after the parties originally purchased the house, could not have converted the property to Husband’s separate property, because at that time the house was a marital asset. Husband’s declaration at trial, over fifteen years after the house was acquired in joint tenancy, that he did not intend a gift, without more, does not provide clear and convincing evidence of a purpose collateral to intending a gift. In this case, the parties did not create their estate planning trusts until 1997.

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Cite This Page — Counsel Stack

Bluebook (online)
2006 OK CIV APP 112, 144 P.3d 173, 2006 Okla. Civ. App. LEXIS 92, 2006 WL 2820824, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bartlett-v-bartlett-oklacivapp-2006.