Burk v. Burk

903 P.2d 914, 137 Or. App. 197, 1995 Ore. App. LEXIS 1440, 1995 WL 600508
CourtCourt of Appeals of Oregon
DecidedOctober 11, 1995
Docket90CV2646PB; CA A83332
StatusPublished
Cited by1 cases

This text of 903 P.2d 914 (Burk v. Burk) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burk v. Burk, 903 P.2d 914, 137 Or. App. 197, 1995 Ore. App. LEXIS 1440, 1995 WL 600508 (Or. Ct. App. 1995).

Opinion

*199 WARREN, P. J.

Plaintiff, who was married to decedent, appeals from a judgment apportioning the entire proceeds of a wrongful death settlement to decedent’s parents, defendants Charles and Naomi Burk. ORS 30.060; ORS 30.040. On de novo review, 1 we remand for entry of an amended judgment.

Decedent Craig Burk, who was 35 years old when he died, was a civil engineer. Plaintiff and decedent were married in 1982 and lived in Sacramento, California. Several years later, their relationship became strained and, in June 1989, they sought marriage counseling. In January 1990, plaintiff filed a petition to dissolve the marriage. However, decedent and plaintiff did not separate and continued living together as husband and wife. In late July 1990, decedent visited his parents, who lived in the state of Washington. Decedent, an avid cyclist, had planned to journey home on his bicycle. On his ride home, an intoxicated driver struck and killed him near Reedsport, Oregon.

Later, plaintiff was appointed personal representative of the California probate of decedent’s estate. She brought an action in Oregon for wrongful death and settled that claim for $750,000. Plaintiff and defendants petitioned under ORS 30.040 2 for apportionment of the net proceeds of the settlement, which totaled about $483,000.

After hearing evidence, the trial court found that the marriage between decedent and plaintiff was “little more than a formality” and that it “would have been dissolved *200 within a matter of months.” It also found that decedent and plaintiff “were not partners and did not enjoy the positive benefits flowing from love, comfort and companionship of the other.” The court found that decedent “enjoyed a close and loving relationship” with his parents and that their loss of society and companionship was so great that it could ‘ ‘only be fairly and reasonably compensated” by awarding the entire settlement to them. The court then apportioned the entire settlement proceeds to defendants.

On appeal, plaintiff assigns error to the trial court’s failure to accept a factual determination by the California probate court in the context of appointing a personal representative for the estate that decedent’s and plaintiffs marriage had not suffered a complete and final breakdown at the time of his death. We need not decide whether we would be precluded from making a finding different from the California court’s finding because, based on our review of the record, we would make the same finding.

Plaintiff also assigns error to the court’s failure to apportion any part of the settlement proceeds to her or to the estate. The proceeds of a wrongful death claim settlement are distributed to the beneficiaries ‘ ‘ as recovery for loss described in ORS 30.020(2)(d),” ORS 30.040, and the remainder is to be distributed to the beneficiaries under the laws of intestate succession of the state of decedent’s domicile. ORS 30.030(4), (5). Under ORS 30.040, the recovery for the surviving spouse’s and parents’ loss described in ORS 30.020(2)(d), i.e., loss of society, companionship and services and pecuniary loss, must be apportioned “to each beneficiary in accordance with the beneficiary’s loss.” The trial court found that plaintiff had suffered neither pecuniary loss nor loss of society, companionship and services, and therefore did not apportion any of the settlement proceeds to her. It also concluded that defendants’ loss of society and companionship could be compensated only by awarding the entire settlement recovery to them. Because all of the proceeds were distributed to defendants for losses described in ORS 30.020(2)(d), there were no proceeds left to distribute to the beneficiaries under ORS 30.030(5). The parties agree that defendants suffered a loss of society and companionship as a result of their son’s death and should be compensated for that loss. The issue is whether *201 plaintiff also suffered a compensable loss of society and companionship or pecuniary loss for which she should be awarded a portion of the settlement proceeds.

There is conflicting evidence in the record about the extent of plaintiffs loss of society and companionship. Plaintiff and decedent were deeply religious and took their marriage vows very seriously. Neither one of them wished their marriage to end. However, after several years of marriage, their relationship became strained. Their communication deteriorated and they spent a good deal of their leisure time separately pursuing different activities and hobbies. In June 1989, they sought counseling, which concluded in September 1989. Their problems persisted and, in January 1990, plaintiff filed a petition for dissolution in order to prod decedent into addressing their problems. After plaintiff filed the petition, she and decedent continued living in the family home, slept in the same bedroom and maintained their normal sexual relations.

On the other hand, one of decedent’s friends testified that, in December 1989, decedent told him that the marriage was over. Another friend said that decedent had told him the marriage had been troubled for two or three years. Two of decedent’s siblings testified that in April and May of 1990, decedent said there would be no reconciliation between plaintiff and him. In May 1990, decedent named his parents as beneficiaries on his life insurance policy. Other friends, however, testified that in late June or early July of 1990, plaintiff and decedent seemed to be resolving their differences and that plaintiff did not want the marriage to end. Plaintiff testified that in June 1990, she and decedent discussed the possibility of further marriage counseling and, ultimately, reconciliation. Finally, there was other testimony that, in late July 1990, when decedent left to visit his parents, he again wanted to proceed with the divorce, 3 and that he was remaining in the couple’s home only because he wanted to be awarded the house in the property division.

Taken as a whole, the evidence shows that, although decedent’s and plaintiffs marriage had not suffered a complete and final break at the time decedent died, the marriage *202

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Cite This Page — Counsel Stack

Bluebook (online)
903 P.2d 914, 137 Or. App. 197, 1995 Ore. App. LEXIS 1440, 1995 WL 600508, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burk-v-burk-orctapp-1995.