Dean v. Dean

36 Pa. D. & C.5th 275
CourtPennsylvania Court of Common Pleas, Berks County
DecidedJanuary 15, 2014
DocketNo. 10-4283
StatusPublished

This text of 36 Pa. D. & C.5th 275 (Dean v. Dean) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Berks County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dean v. Dean, 36 Pa. D. & C.5th 275 (Pa. Super. Ct. 2014).

Opinion

LASH, J.,

— Plaintiff/appellant, Thomas A. Dean (hereinafter “Ex-Husband”), has filed an appeal from this court’s decision entered October 24, 2013, denying Ex-Husband’s exceptions to the report of the special master in divorce, and denying Ex-Husband’s motion for sanctions.

The parties were married on May 30, 1986, being the third marriage for each party. There were no children of the marriage. On or about March 2, 2010, Ex-Husband [277]*277filed the within complaint, requesting a divorce and resolution of ancillary claims. Ex-Husband then filed a petition to bifurcate the divorce from the ancillary claims. The petition was ultimately unopposed and, accordingly, on September 18, 2012, this court granted the petition for bifurcation and entered a decree of divorce.

A special master in divorce was then appointed. The master held a hearing on March 14, 2013, then issued a report dated April 15, 2013. In the report, he found equitable distribution to be the only issue for disposition, recommending that the marital assets be distributed, with seventy-five percent (75%) of the assets being awarded to defendant, Joan A. Dean (hereinafter “Ex-Wife”), and twenty-fivepercent (25%) to Ex-Husband. To accommodate this percentage of distribution, the master awarded the marital residence to Ex-Wife and recommended that she pay Ex-Husband the sum of seventeen thousand three hundred sixty-six dollars and fifty cents ($17,366.50), providing several payment options. Ex-Husband then filed exceptions to the special master’s report. This court held argument on August 28, 2013, and on October 24, 2013, denied Ex-Husband’s exceptions.

In his statement of the errors complained of on appeal, Ex-Husband raises the following issues:

1. [Ex-Husband] excepts to the divorce master’s application of the coverture fraction to determine the value of the marital residence for the purposes of the equitable distribution and [Ex-Husband’s] interest therein.

2. [Ex-Husband] excepts to the divorce master’s calculations of the value of the subject marital assets.

[278]*2783. [Ex-Husband] excepts to the divorce master’s finding that estate planning of [Ex-Husband] and [Ex-Wife] in 2002 resulted in a quasi-postnuptial agreement addressing distribution of the marital residence upon their divorce, [sic] Especially since both parties testified that in 2002 they did not anticipate getting divorced.

4. [Ex-Husband] excepts to the divorce master’s finding and considering that by executing a new will, following the parties’ separation and excluding [Ex-Wife] therefrom, [Ex-Husband] somehow breached an alleged agreement.

5. [Ex-Husband] excepts to the divorce master allowing and considering any testimony regarding the alleged marital misconduct by [Ex-Wife],

6. [Ex-Husband] excepts to the recommendation of the divorce master to allow [Ex-Wife] to pay [Ex-Husband’s] share of the marital assets upon her death since such recommendation could result in [Ex-Husband] receiving none of the marital assets and, thereby, it is contrary to the principals of equitable distribution.

7. This honorable court also abused its discretion and/ or committed an error of law by denying [Ex-Husband’s] motion for sanction [sic] as it was perfectly clear from the record that [Ex-Wife] and [Ex-Wife’s] mother, the intervener [sic], have made false statements pertaining to material issues in this action.

“[A] master’s report and recommendation, although only advisory, is to be given the fullest consideration, particularly on the question of credibility of witnesses, because the master has the opportunity to observe and assess the behavior and demeanor of the parties.” Moran [279]*279v. Moran, 839 A.2d 1091, 1095 (Pa. Super. 2003) (citing Simeone v. Simeone, 380 Pa. Super. 37, 551 A.2d 219, 225 (1988), affirmed 525 Pa. 392, 581 A.2d 162 (1990)).

I. Application of Coverture Fraction

II. Calculation of Value of Marital Assets

In making equitable distribution, the master identified only two (2) assets of significance, the marital residence and a cabin used by the parties for vacation purposes. Further, the cabin was sold and the proceeds distributed by agreement of the parties, each receiving approximately nine thousand dollars ($9,000.00) from the sale.

The marital residence was purchased in 1995 for one hundred twenty-two thousand dollars ($122,000.00). The master found that the current fair market value was one hundred eighty-one thousand dollars ($181,000.00), reaching this figure by averaging appraisal values submitted by the parties’ appraisers in written reports. The master then discounted fair market value by seven percent (7%) “to account for the expenses to be incurred upon sale of the property,” resulting in a net balance of one hundred sixty-eight thousand three hundred thirty dollars ($168,330.00). As there were no liens on the residence, the entire balance was available for distribution.

An additional consideration for the master was an estate plan entered into by the parties sometime in 2002 regarding the marital residence. At that time, Ex-Wife sought to get cooperation from Ex-Husband to allow her children to inherit the marital residence. The parties then executed certain documents, namely, Ex-Husband’s execution of a deed conveying his interest in the marital [280]*280residence to Ex-Wife, and the execution of mutual wills setting forth, among other things, that if Ex-Wife died first and if the parties were still married at the time of her death, the marital residence was to be sold, with the first eighty thousand dollars ($80,000.00) of the proceeds to be distributed to her children, and the remaining funds to be distributed to Ex-Husband. The parties executed the wills on April 16,2002. The deed was executed by Ex-Husband on May 13, 2002.

Also significant to the analysis was the fact that Ex-Wife was solely responsible for the financing of the residence. At the time of purchase, Ex-Wife borrowed seventy-two thousand dollars ($72,000.00) from a bank and obtained an additional thirty-two thousand dollars ($32,000.00) from a swing loan. She also withdrew twenty-five thousand dollars ($25,000.00) from her employment savings plan and utilized proceeds from the sale of her former residence, totaling eight thousand six hundred thirty-seven dollars and nineteen cents ($8,637.19). Subsequently, in 2003, Ex-Wife paid off the balance due on the residence with monies she obtained when she retired from her employment at AT&T, having received a lump sum of eighty-four thousand seven hundred fifty-eight dollars and twenty-six cents ($84,758.26). Also of note, Ex-Wife financed some improvements to the premises, adding a new deck, remodeling two (2) bathrooms, and completing improvements to the basement.

The master then found that only a portion of the value of the marital residence should be deemed marital property, because Ex-Wife utilized both marital and non-marital funds in paying off the mortgage. The master utilized the “vanishing credit” theory for the proposition [281]

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839 A.2d 1091 (Superior Court of Pennsylvania, 2003)
Simeone v. Simeone
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Cite This Page — Counsel Stack

Bluebook (online)
36 Pa. D. & C.5th 275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dean-v-dean-pactcomplberks-2014.