Heger v. Heger

964 A.2d 258, 184 Md. App. 83, 2009 Md. App. LEXIS 9
CourtCourt of Special Appeals of Maryland
DecidedFebruary 3, 2009
Docket1117, 2503 Sept. Term, 2007
StatusPublished
Cited by10 cases

This text of 964 A.2d 258 (Heger v. Heger) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heger v. Heger, 964 A.2d 258, 184 Md. App. 83, 2009 Md. App. LEXIS 9 (Md. Ct. App. 2009).

Opinion

CHARLES E. MOYLAN, JR., J.,

Retired, Specially Assigned.

In determining the marital share of an asset such as a pension, Maryland domestic relations law utilizes a fraction to which it has attached the label “the Bangs formula.” This appeal is an occasion for a careful exegesis both of what Bangs v. Bangs, 59 Md.App. 350, 356, 475 A.2d 1214 (1984), expressly said and also of what Bangs v. Bangs necessarily implied with respect to such a fraction.

The appellant, Stefanie Heger (“Wife”), and the appellee, Bryan Heger (“Husband”), were married on November 16, 1990, in Anne Arundel County. Two children were born of the marriage. The parties separated on November 15, 2003. On May 17, 2004, the Husband and Wife entered into a formal Parenting Plan, reached as a result of mediation, by which they were to share joint legal custody of the children but by which primary physical custody was to be with the Husband. The Parenting Plan was enrolled as a court order on June 11, 2004.

The Wife

Shortly after the Wife left the family home, she moved to the State of Indiana. That move by her was reflected in the Parenting Plan, as it provided for visitation of the children with her for a period of three weeks (broken down into two segments) each summer and also for her “to have a long weekend once a month with the children whenever possible.”

*88 The Husband

From 1977 through October 2003, the Husband was employed as an Anne Arundel County police officer. Over the course of that employment, the Husband sustained various physical injuries, including a broken right knee, a broken right hand, a torn Achilles tendon in the left ankle, and several serious injuries to the back resulting in two herniated disks. The back injuries necessitated several surgeries, including a laminectomy and a fusion with titanium rods and screws put into his back. After the fusion operation, the Husband was approached by Anne Arundel County to discuss the possibility of a disability retirement. At that point, the Husband was eligible for regular retirement as of 1997. He and the Wife discussed the pluses and minuses of regular retirement versus disability retirement. Because the disability retirement benefits were greater each month and were not taxed, the Husband and Wife jointly agreed that the Husband should choose that option. By the time the parties were divorced on June 12, 2007, the Husband’s police department service during the period of the parties’ marriage amounted to 12 years and 11 months.

The Divorce

The Husband filed his Complaint for an Absolute Divorce on December 24, 2006. The Husband requested 1) that the Parenting Plan be incorporated but not merged into the divorce decree; 2) child support; 3) a contribution from the Wife for the children’s medical expenses and health insurance; 4) use and possession of the family home; and 5) attorney’s fees and costs. On April 4, 2006, the Wife filed a Counterclaim for Absolute Divorce. A trial on the merits was held before Judge Ronald A. Silkworth in the Circuit Court for Anne Arundel County on December 6 and 7, 2006, and January 24 and 25, 2007.

On June 12, 2007, Judge Silkworth issued a Judgment of Divorce Absolute and a meticulously thorough 37-page Memorandum Opinion,- filed by the clerk on June 15, 2007. The divorce was granted to the Husband on the basis of two years *89 of voluntary separation. The Parenting Plan was incorporated into the divorce decree, whereby the Husband continued to have the primary physical custody of the two sons. The Wife was ordered to pay child support in the amount of $836.00 per month. In terms of a monetary award, Judge Silkworth ordered that the Husband shall pay to the Wife, “as an adjustment of the equities, a monetary award in the amount of $28,403.”

One other order of Judge Silkworth is pertinent to this appeal. In his Order of June 12, 2007, Judge Silkworth had ordered the Husband to pay to the Wife “a 32% share of his pension payments.” As a result of a Motion to Revise Judgment filed by the Husband on July 31, 2007, pursuant to Rule 2-535, alleging a mathematical error in the calculation of the marital portion of the Husband’s disability pension, Judge Silkworth issued an Amended Judgment of Absolute Divorce on August 31, 2007. The only change was to substitute “a 25% share of his pension payments” for the earlier “32% share.”

The Contentions

On this appeal, the Wife raises essentially the five questions:

1. Did the Circuit Court err in its determination of the marital property value of the home located at 2932 Golden Fleece Drive, Pasadena, Maryland 21122?

2. Did the Court err in denying the Appellant’s request to be named beneficiary of the Appellee’s survivor benefit?

3. Did the Court err in failing to grant to the Appellant the federal and state income tax dependency exemptions for the parties’ two children?

4. Did the Court err in denying the Appellant’s request for an award of attorney’s fees and costs?

5. Did the Court err in issuing its Amended Judgment of Absolute Divorce dated August 31, 2007?

*90 2932 Golden Fleece Drive

The Wife’s primary contention is that Judge Silkworth erroneously undervalued the marital property value of the family home at 2932 Golden Fleece Drive. The Husband and Wife purchased 2932 Golden Fleece Drive on November 25, 1991, for $170,000. The property was deeded to the Husband in his name alone. It was uncontroverted that the Husband paid the down payment of $55,000 from non-marital funds that he had received from the sale of a home that he had owned prior to the 1990 marriage of the parties. The remaining $115,000 of the purchase price was financed by a mortgage in the Husband’s name. It was not contested that 32.4% of the purchase price came solely from non-marital funds. The parties stipulated that, as of the time of the divorce, the Golden Fleece property had a value of $360,000, subject to a mortgage and two home equity lines of credit for a total indebtedness of $313,677. Judge Silkworth found that the Husband’s non-marital 32.4% of the stipulated value of $360,000 was $116,640. See Grant v. Zich, 300 Md. 256, 269, 477 A.2d 1163 (1984); Harper v. Harper, 294 Md. 54, 80-81, 448 A.2d 916 (1982).

Judge Silkworth’s Memorandum Opinion clearly set out the initial situation with respect to the family home.

Mr. Heger alleged that a portion of Golden Fleece was non-marital. He testified that the parties resided in a home referred to as the Linda Avenue property after their marriage in November of 1990. The Linda Avenue home was built on property that Mr. Heger received from his family’s farm. On November 22, 1991, Mr. Heger sold the Linda Avenue property to the State of Maryland and received net proceeds of $95,347.44 after the mortgage on Linda Avenue was satisfied.

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Cite This Page — Counsel Stack

Bluebook (online)
964 A.2d 258, 184 Md. App. 83, 2009 Md. App. LEXIS 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heger-v-heger-mdctspecapp-2009.