Bigelow v. Stephens

286 S.W.3d 619, 2009 Tex. App. LEXIS 3664, 2009 WL 1474735
CourtCourt of Appeals of Texas
DecidedMay 28, 2009
Docket09-08-00169-CV
StatusPublished
Cited by21 cases

This text of 286 S.W.3d 619 (Bigelow v. Stephens) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bigelow v. Stephens, 286 S.W.3d 619, 2009 Tex. App. LEXIS 3664, 2009 WL 1474735 (Tex. Ct. App. 2009).

Opinion

OPINION

HOLLIS HORTON, Justice.

This is an appeal from a final divorce decree. In four issues, Lee Deforrest Bigelow challenges monetary awards made by the trial court in the decree. We affirm.

Reimbursement

In Lee’s first three issues, he asserts the trial court erred in its award of $29,934.00 based on Nancy’s claim for reimbursement. Lee contends in issues one and two that the evidence is legally and factually insufficient to support the award; issue three challenges the trial court’s award of a “money judgment.”

The Texas Family Code requires the trial court to divide a marital estate in a “just and right” manner, considering the rights of both parties. Tex. FaM.Code. AnN. § 7.001 (Vernon 2006). The trial court may generally exercise broad discretion in dividing a marital estate. Schlueter v. Schlueter, 975 S.W.2d 584, 589 (Tex.1998); Ohendalski v. Ohendalski, 203 S.W.3d 910, 914 (Tex.App.-Beaumont 2006, no pet.).

The party complaining of the trial court’s division of property must demonstrate that the division was so unjust, based on the evidence in the record, that it constitutes an abuse of discretion. Pletcher v. Goetz, 9 S.W.3d 442, 446 (Tex.App.Fort Worth 1999, pet. denied); see also Murff v. Murff, 615 S.W.2d 696, 698 (Tex.1981). We may reverse the trial court’s division of property “only if the trial court clearly abused its discretion and if the error materially affects the court’s just and right division of the property.” Nelson v. Nelson, 193 S.W.3d 624, 628 (Tex.App.-Eastland 2006, no pet.). If there is any reasonable basis for doing so, we must presume that the trial court exercised its discretion properly. Pletcher, 9 S.W.3d at 446.

In considering whether legal or factual sufficiency challenges demonstrate an abuse of discretion, we conduct a two- *621 prong inquiry. (1) did the trial court have sufficient evidence upon which to exercise its discretion, and (2) did the trial court err when applying that discretion? See Garza v. Garza, 217 S.W.3d 538, 549 (Tex.App.-San Antonio 2006, no pet.); Moroch v. Collins, 174 S.W.3d 849, 857 (Tex.App.-Dallas 2005, pet. denied). By applying these factors, we consider whether the trial court made a reasonable decision based on the evidence before it. See Garza, 217 S.W.3d at 549; Moroch, 174 S.W.3d at 857. Because this appeal proceeds without the benefit of findings of fact and conclusions of law, we presume all findings necessary to support the trial court’s judgment; we also apply any legal theory that the evidence supports in order to uphold the trial court’s judgment. Wilkerson v. Wilkerson, 992 S.W.2d 719, 722 (Tex.App.-Austin 1999, no pet.).

Nancy’s petition asserts a claim for reimbursement. No party requested a jury, and the trial court conducted a non-jury trial. During the trial, Nancy claimed that she spent money to enhance Lee’s separate property. Nancy explained that after she married Lee, she received $25,834.11 for selling a house that she owned prior to the marriage. Nancy deposited the proceeds of the sale into Lee’s separate Wells Fargo account. Nancy also testified that she received $4,100.00 from an insurance company for a damage claim on property she owned before she married Lee. After depositing the insurance proceeds into her account, Nancy signed a check made payable to Lee for $4,100.00, which he deposited into his separate Wells Fargo account. Nancy testified that Lee used her separate property funds to reduce a debt he owned on his separate property. Although present during the proceedings, Lee did not testify at trial.

At the conclusion of the trial, the court granted Nancy’s reimbursement request, and subsequently signed a final decree ordering Lee to pay Nancy $29,934.00. The trial court commented that the sum “represents the proceeds from the sale of [Nancy’s] home as well as the insurance settlement on the vehicle.” Within the “Property to Wife” section of the decree, the trial court awarded a “$29,-934.00 money judgment against Lee De-Forrest Bigelow and in favor of Nancy Stephens[.]”

Our analysis of Lee’s issues begins by noting that reimbursement is an equitable remedy. See Vallone v. Vallone, 644 S.W.2d 455, 458 (Tex.1982). Consequently, the Texas Family Code directs courts to “resolve a claim for reimbursement by using equitable principles[.]” Tex. Fam. Code Ann. § 3.408(c) (Vernon Supp.2008). Section 3.408(b) provides that reimbursement claims include those for payments of unsecured liabilities of another’s marital estate and those for the inadequate compensation of a spouse’s “time, toil, talent, and effort[.]” Id. § 3.408(b) (Vernon Supp.2008).

Pursuant to section 3.408(b), Lee asserts that Nancy’s reimbursement claim, if any, would be limited to a claim “that her separate marital estate benefit[t]ed either the community estate or [Lee’s] separate marital estate by paying for unsecured debts of the applicable marital estate.” Lee claims that there was no evidence to “either establish the current value of any marital estate at issue or any enhanced value resulting from funds expended by [Nancy].” Essentially, Lee contends that because Nancy’s separate property was used to pay a secured note, her claim would not qualify as a claim under the statutory provisions for reimbursement.

Two intermediate appellate courts have construed section 3.408(b) as the exclusive method that trial courts may utilize in determining whether to award a reim *622 bursement claim when a community or separate estate pays off a spouse’s secured debt. See Cardwell v. Cardwell, 195 S.W.3d 856, 860 (Tex.App.-Dallas 2006, no pet.); Bishop v. Bishop, No. 14-02-00132-CV, 2003 WL 21229476, at *6, 2003 Tex.App. LEXIS 4532, at *18 (Tex.App.-Houston [14th Dist.] May 29, 2003, no pet.). In Cardwell, a case in which the community estate made capital improvements to the husband’s separate property, the Dallas Court held that the wife’s claim would be better characterized as an economic contribution claim. Cardwell, 195 S.W.3d at 860; see also Tex. Fam.Code Ann. §§ 3.401-3.410 (Vernon 2006 & Vernon Supp.2008) (Subchapter E. Claims for Economic Contribution and Reimbursement). The Cardwell

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Bluebook (online)
286 S.W.3d 619, 2009 Tex. App. LEXIS 3664, 2009 WL 1474735, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bigelow-v-stephens-texapp-2009.