Helbein v. Helbein

824 S.E.2d 927
CourtCourt of Appeals of North Carolina
DecidedMarch 19, 2019
DocketNo. COA 18-383
StatusPublished

This text of 824 S.E.2d 927 (Helbein v. Helbein) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Helbein v. Helbein, 824 S.E.2d 927 (N.C. Ct. App. 2019).

Opinion

MURPHY, Judge.

A jury trial was held to determine the validity of a premarital agreement between a husband and wife. The jury found the agreement to be unenforceable, as the wife did not execute the document voluntarily. The husband now appeals the denial of his motions for summary judgment, directed verdict, and new trial. Where a party appeals from interlocutory orders that do not fall within a statutory exception, we dismiss. A trial court does not err in denying a motion for new trial where a jury instruction is supported by evidence. Additionally, a trial court does not err in denying a motion for new trial where opposing counsel's statements made before the jury without objection are not grossly improper. Accordingly, we affirm.

BACKGROUND

Lauren Helbein ("Lauren") worked in the accounts receivable department at a scrap metal brokerage firm in 1986 when she met Isaac Robert Helbein ("Bobby"), an employee of his family's scrap metal business, Southern Metals Company, Inc. After speaking on the phone professionally, Lauren and Bobby eventually met in person and began a romantic relationship. A few years later, the couple became engaged and were wed on 6 October 1995. While both parties agreed that a Premarital Agreement was executed prior to the wedding, the events of the days leading up to the wedding remain disputed.

According to Lauren, she and Bobby first discussed the idea of a premarital agreement two to three days before the wedding. She testified that Bobby told her that "he wanted to make sure that the business would be left to his son." Lauren agreed, but wanted to be sure that "anything that [she and Bobby] built together would be [theirs] and would be shared." Lauren testified that Bobby agreed to her request, and the two did not discuss the details of the premarital agreement until the day of the wedding. On that day, approximately one hour before the wedding, Lauren stated that Bobby took her to his lawyer's office to sign a "Prenuptial Agreement." According to Lauren, this was the first time she received the document, as she was not provided any drafts to review ahead of time. No financial documents or records were shared between Lauren and Bobby. Lauren was unable to understand the contents of the document and asked Bobby and Bobby's attorney whether she needed a lawyer to represent her:

Lauren: I started to read the document and then I looked up and I said, "This is just Greek to me. I don't understand any of this." And, at that time, I said, "Do I need to get a lawyer? Do I need some form of representation?" ... Bobby said did I have a lawyer? I said, "Yes, I have a lawyer in South Carolina .... She was my lawyer for my first divorce." And [Bobby's attorney] said, "Well, she could not represent you because she probably doesn't practice law in both states[.]"

Lauren then recalled Bobby asking his attorney whether the attorney could represent Lauren:

Lauren: ... Bobby said to [his attorney], "Can you represent her?" And [Bobby's attorney] said, "Yes, I can." And I said, "Is that all right?" And Bobby said, "Don't you trust me?"

After seeking clarification and receiving assurances from Bobby and his attorney, Lauren signed the agreement, and she and Bobby left for their wedding.

Bobby offered a conflicting recollection of these events before the jury. He testified the meeting at his attorney's office on 6 October 1995 never took place. Bobby stated that he first provided Lauren with a draft of their premarital agreement on 26 September 1995, which Lauren reviewed and he returned to his attorney with changes. On the wedding day, over a week later, Bobby recalled driving to North Carolina National Bank to execute the final agreement drafted by his attorney. Bobby stated that his attorney was not present at the bank and that there was never any meeting or discussion between Lauren and Bobby's attorney. According to Bobby, only he, Lauren, and the bank notary were present when the two signed and executed the document entitled "Premarital Agreement." Bobby does not dispute that neither party provided the other with formal financial statements.

In 2015, Lauren and Bobby separated. Lauren contends that this was when she saw the premarital agreement for this first time since signing it over eighteen years earlier. The premarital agreement the parties signed contained a provision allowing Bobby to keep active and passive increases in the value of separate property, receive all income derived from separate property, and use all earnings and accumulations during the marriage to acquire company stock as his separate property. The agreement stated there was a "complete and open exchange of information about [the couple's] financial conditions." Finally, the agreement waived Lauren's right to file a claim for equitable distribution.

Lauren filed a complaint asserting claims for alimony, equitable distribution, interim distribution, and attorneys' fees. Bobby then filed a complaint for declaratory judgment seeking to enforce the premarital agreement. The actions were consolidated, and both parties requested an initial jury trial on the issue of validity of the premarital agreement under N.C.G.S. § 52B-7(a)(1). On 15 June 2017, the jury returned the verdict that Lauren did not execute the premarital agreement voluntarily, rendering the agreement unenforceable. Bobby now appeals.

ANALYSIS

A. Motions for Summary Judgment and Directed Verdict

Bobby argues the trial court erred in denying his motion for summary judgment and subsequent motion for directed verdict. He states the trial court's orders denying these motions "are ripe for appellate review as (1) the Jury Verdict Judgment is a final judgment that should fall within the provision of [N.C.G.S.] § 50-19.1 and (2) a dismissal of the appeal could result in two different jury trials on the same issue and a subsequent equitable distribution trial[,] ... [thus] support[ing] a 'substantial right' determination."

1. Interlocutory Appeals

An interlocutory order is one made during the pendency of an action, which does not dispose of the case, but leaves it for further action by the trial court in order to settle and determine the entire controversy. As a general rule, there is no right of appeal from an interlocutory order. The reason for this rule is to prevent fragmentary, premature and unnecessary appeals by permitting the trial court to bring the case to final judgment before it is presented to the appellate courts.

Larsen v. Black Diamond French Truffles, Inc. , 241 N.C. App. 74, 76, 772 S.E.2d 93, 95 (2015) (citations and internal quotation marks omitted). There are, however, limited statutorily designated circumstances under which an appeal from an interlocutory order may be taken. When an order is interlocutory, it is the burden of appellant "to present appropriate grounds for this Court's acceptance of an interlocutory appeal ...." Jeffreys v. Raleigh Oaks Joint Venture , 115 N.C. App. 377, 379,

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Bluebook (online)
824 S.E.2d 927, Counsel Stack Legal Research, https://law.counselstack.com/opinion/helbein-v-helbein-ncctapp-2019.