Edward W Harrill v. Karen S Harrill

CourtIndiana Court of Appeals
DecidedApril 8, 2025
Docket24A-DC-01793
StatusPublished

This text of Edward W Harrill v. Karen S Harrill (Edward W Harrill v. Karen S Harrill) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Edward W Harrill v. Karen S Harrill, (Ind. Ct. App. 2025).

Opinion

IN THE

Court of Appeals of Indiana Edward Harrill, FILED Appellant/Cross-Appellee-Respondent, Apr 08 2025, 9:03 am

CLERK v. Indiana Supreme Court Court of Appeals and Tax Court

Karen Harrill, Appellee/Cross-Appellant-Petitioner.

April 8, 2025

Court of Appeals Case No. 24A-DC-1793

Appeal from the Dearborn Circuit Court

The Honorable Jeffrey Sharp, Special Judge

Trial Court Cause No. 15C01-2201-DC-2

Court of Appeals of Indiana | Opinion 24A-DC-1793 | April 8, 2025 Page 1 of 16 Opinion by Senior Judge Robb Judges Brown and Foley concur.

Robb, Senior Judge.

Statement of the Case [1] Edward Harrill and Karen Harrill separately appeal the trial court’s judgment

dissolving their marriage. Edward argues the trial court erred in deciding which

assets and liabilities are included in the marital estate. Karen argues the trial

court should have determined the parties’ premarital agreement was invalid.

Concluding the trial court did not err, we affirm.

Issues [2] Edward raises two issues:

I. Whether the trial court erred by including two investment accounts in the marital estate.

II. Whether the trial court erred by excluding from the marital estate a debt associated with an investment account owned by Edward.

[3] Karen raises one issue:

III. Whether the trial court erred in holding that the premarital agreement was valid.

Court of Appeals of Indiana | Opinion 24A-DC-1793 | April 8, 2025 Page 2 of 16 Facts and Procedural History [4] In 2003, Karen and Edward were in a relationship and decided to get married.

Karen, age thirty-five, had a minor child from a prior relationship. She worked

full-time as a flight attendant but also had several part-time jobs, including

working as a real estate agent. Karen owned a house, had a 401k retirement

account, and had taken out a life insurance policy for her child’s benefit.

Edward was a pilot, and his family was well-off.

[5] Edward’s father encouraged Edward to ask Karen to sign a premarital

agreement to protect investments that Edward had received from his parents.

Edward and Karen discussed terms, and he hired a law firm to prepare a

document. He presented a draft to Karen. Edward told her she did not need an

attorney, but she could contact one. Karen did not contact an attorney or

discuss the agreement with anyone else.

[6] After having several days to review the draft, Karen told Edward that she

wanted assurances that he would pay for her child’s college education. He

talked with his attorney, who revised the draft to add a provision stating that in

the event of a divorce, Edward would pay for the educational expenses of

Karen’s child, as well as for any children born during the marriage. On July 16,

2003, the parties signed the revised “Pre-Nuptial Agreement” (“the

Agreement”). Tr. Ex. Vol. I, p. 5. They were married on July 26, 2003.

[7] Karen later conceded that Edward had not committed any fraud or

misrepresented anything about the Agreement. She understood that Edward’s

Court of Appeals of Indiana | Opinion 24A-DC-1793 | April 8, 2025 Page 3 of 16 family had money, and the Agreement was intended to limit her access to

investments Edward had received from his parents, but she “never wanted his

money” and “didn’t care about [it.]” Tr. Vol. 1, p. 47.

[8] As for the parties’ property, the Agreement provides: “All property owned

separately by a party prior to the marriage shall continue to be owned as

separate property of such party after the marriage.” Tr. Ex. Vol. I, p. 6. The

Agreement further states: “All property individually acquired by either party

after the date of their marriage through gifts or inheritance shall be the separate

property of the party acquiring the property.” Id. During the marriage, “[e]ach

party shall have the exclusive use, management, control and benefit of his or

her separate property[.]” Id. And Edward and Karen were free to “give,

devise, bequeath, transfer, or assign any property to the other, whether by

lifetime gift, valid Will, or otherwise[.]” Id. Next, the Agreement provides:

In the event of divorce, legal separation, or other dissolution of the marriage, each party waives any rights he or she may have with respect to the separate property of the other party, whether owned prior to the marriage or acquired after the parties’ marriage as separate property and any rights to maintenance.

Id. at 7. And if a court dissolved the parties’ marriage, “all property, whether

real or personal, individually held by a party shall be the sole property of that

party.” Id.

[9] As for the separate property Karen and Edward had before the marriage, the

Agreement states:

Court of Appeals of Indiana | Opinion 24A-DC-1793 | April 8, 2025 Page 4 of 16 Each party has fully disclosed to the other his or her financial condition, including the amount of assets, income and liabilities each has, and each is satisfied and knows and understands the financial condition of the other and hereby waives any further disclosures, but neither party is entering into the marriage or into this Agreement in reliance upon any recitals with respect to the other party’s financial condition. Each party agrees that Exhibits “A” and “B” attached hereto set forth a description of the character and fair market value of substantially all of their respective assets (excluding household goods and miscellaneous items of personal effects), liabilities and income.

Id. at 5.

[10] An attachment (“the Attachment”) to the Agreement purported to list their

separate assets and liabilities. Id. at 10. Among other assets, Edward listed an

account with Fidelity (“the Fidelity account”) that was worth $822,189.88. But

Karen’s 401k account and bank accounts were omitted. In addition, in the

1970s Edward’s parents had purchased two investment accounts, one with a

predecessor to NextEra Energy and the other with Alliant Energy (collectively,

“the Energy accounts”), intending to give them to him. The Energy accounts

were not listed on the Attachment. Edward later claimed he was unaware of

the Energy accounts’ existence until after the marriage, but they were listed as

his assets on his income tax returns for 2001 and 2002.

[11] Karen and Edward had two children together during the marriage. She quit her

part-time jobs and cut back on her flight attendant work to focus on raising the

children. Later, she obtained a bachelor’s degree in nursing. Edward’s parents

Court of Appeals of Indiana | Opinion 24A-DC-1793 | April 8, 2025 Page 5 of 16 paid for her tuition. In addition, when Karen’s child from a previous

relationship began college, Edward’s parents paid the tuition bills.

[12] As to finances during the marriage, Edward did not grant Karen access to his

Fidelity account, but she had access to other accounts they held jointly. She

adopted and followed a rigorous budgeting system to manage their household

expenses. The Fidelity account was not part of the budgeting system, and

Edward used funds from the account to pay for expenses outside of their

budget. In addition, Edward took out a margin loan against the Fidelity

account, using the principal as collateral. He used the borrowed funds to pay

for items that benefited the family, such as home improvements and vehicles,

but also to cover his own expenses, such as solo vacations. By 2022, the

account was worth over $3 million, but the margin loan was valued at

$1,576,901.

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