Carlson v. Carlson

983 S.W.2d 304, 1998 Tex. App. LEXIS 5296, 1998 WL 552802
CourtCourt of Appeals of Texas
DecidedAugust 20, 1998
Docket01-97-00375-CV
StatusPublished
Cited by10 cases

This text of 983 S.W.2d 304 (Carlson v. Carlson) 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
Carlson v. Carlson, 983 S.W.2d 304, 1998 Tex. App. LEXIS 5296, 1998 WL 552802 (Tex. Ct. App. 1998).

Opinion

OPINION

HEDGES, Justice.

This appeal challenges an order denying appellant’s request for partition of her former husband’s military retirement benefits and for reimbursement of child support ar-rearages and educational expenses. We affirm.

BACKGROUND

Appellant and appellee obtained a divorce in September 1982. At the time of the divorce, the couple had two children under the age of 18: Edward and Warren. In July 1994, appellant filed a bill of review and original petition in which she sought her equitable interest in appellee’s military retirement benefits and collection of unpaid child support. The trial court (1) rendered summary judgment in favor of appellee, denying appellant’s bill of review regarding the treatment of retirement benefits; and, after a bench trial, (2) awarded appellant $3,515.60 in reimbursement for Warren’s educational expenses; (3) denied her all other relief; and (4) awarded appellee $2,500 in attorney’s fees, plus interest. Appellant raises 15 points of error. Appellee did not file a responsive brief.

DISCUSSION

In points of error one and two, appellant asserts that because the divorce decree did not specifically allocate appellee’s military retirement benefits, those benefits are now subject to partition.

The divorce decree was rendered after the decision in McCarty v. McCarty, 453 U.S. 210, 101 S.Ct. 2728, 69 L.Ed.2d 589 (1981), but before the effective date of the Uniformed Services Former Spouses Protection Act, 10 U.S.C. § 1408 (1998) (February 1, 1983). McCarty forbade both the division of military retirement benefits by state courts and any adjustment in the award of other community property to balance the loss of these benefits. 453 U.S. at 226-233, 228-29, n. 22, 101 S.Ct. at 2738-41, 2739, n. 22. The *306 USFSPA nullified McCarty. See Allison v. Allison, 700 S.W.2d 914, 914 (Tex.1985).

Since the enactment of the USFSPA, partition is allowed as a means to remedy certain injustices caused by McCarty. However, partition is limited to those post- McCarty divorce decrees that did not expressly award the military retirement benefits to the serviceman. Koepke v. Koepke, 732 S.W.2d 299, 300 (Tex.1987). The express award of retirement benefits in a divorce decree operates as a bar to any subsequent partition suit under principles of res judicata. Id.

Courts are to construe divorce decrees as a whole toward the end of harmonizing and giving effect to all that is written. Constance v. Constance, 544 S.W.2d 659, 660 (Tex.1976). Thus, we look to the language of the entire decree to determine whether the retirement benefits were awarded to appellee. Appellant contends that the following language in the divorce decree is a “catch all” or residuary clause that did not expressly award appellee’s retirement benefits to him:

It is further ordered, adjudged and decreed by the Court that all right, title, and/or interest in the property listed below be, and the same is hereby awarded to George E. Carlson, Jr. as his sole and separate property, and the same is hereby freed and cleared of any claims, interest, and/or demands of Margaret Carlson, except as otherwise may be expressly stated in this Decree:
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8. Any and all sums, whether matured or unmatured, accrued or unaccrued, vested or otherwise, together with all increases thereof, the proceeds therefrom, and any other rights related to any profit-sharing plan, retirement plan, pension plan, or like benefit program existing by reason of [George E. Carlson, Jr.’s] past, present, or future employment.

The above language was preceded by the following language:

It is further ordered, adjudged and decreed by the Court that all right, title, and/or interest in the property listed below be, and the same is hereby awarded to Margaret Carlson as her sole and separate property, and the same is hereby freed and cleared of any claims, interest, and/or demands of George E. Carlson, except as otherwise may be expressly stated in this Decree:
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8. Any and all sums, whether matured or'unmatured, accrued or unaccrued, vested or otherwise, together with all increases thereof, the proceeds therefrom, and any other rights related to any profit-sharing plan, retirement plan, pension plan, or like benefit program existing by reason of [Margaret Carlson’s] past, present, or future employment.

In Wright v. Wright, 710 S.W.2d 162 (Tex.App.-San Antonio 1986, writ refd n.r.e.), the court considered identical language. In that case, as here, the couple’s divorce became final during the period between McCarty and the USFSPA’s enactment. The San Antonio court determined that this language “specifically and unambiguously order[ed] that each party retain the benefits of their respective retirement plans.” Id. at 165. The court concluded that res judicata barred the wife’s partition action. Id. at 166.

We agree with our sister court that the Carlsons’ divorce decree expressly awarded appellee’s retirement benefits. Therefore, appellant is barred from a subsequent partition suit under the principles of res judicata.

We overrule points of error one and two.

In point of error three, appellant asserts that the court erred in finding that Wade Carlson did not attend an “institution of higher education between July 28, 1982 and July 28,1986.”

Wade graduated from the Universal Technical Institute. Appellant presented no evidence that the Universal Technical Institute falls within the definition of an institution of higher education as defined by the Education Code, TEX. EDUC. CODE ANN. *307 § 53.02(5) (Vernon 1996). 1 The court did not err in finding that Wade did not attend an institution of higher education between July 28,1982 and July 28,1986.

We overrule point of error three.

In points of error five and nine, appellant complains that the court erred in refusing to award her one-half of Warren’s educational expenses on the ground that the statute of limitations barred a portion of those expenses. In point of error eight, appellant complains that the court erred in concluding that the statute of limitations for contracts barred her reimbursement claim for one-half of Edward’s educational expenses.

Appellant filed suit in July 1994. The court found that Warren attended an institution of higher education from July 1988 through May 1993.

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983 S.W.2d 304, 1998 Tex. App. LEXIS 5296, 1998 WL 552802, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carlson-v-carlson-texapp-1998.