In Re Marriage of Lipkin

566 N.E.2d 972, 208 Ill. App. 3d 214, 153 Ill. Dec. 122, 1991 Ill. App. LEXIS 146
CourtAppellate Court of Illinois
DecidedFebruary 6, 1991
Docket4-90-0301
StatusPublished
Cited by8 cases

This text of 566 N.E.2d 972 (In Re Marriage of Lipkin) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Marriage of Lipkin, 566 N.E.2d 972, 208 Ill. App. 3d 214, 153 Ill. Dec. 122, 1991 Ill. App. LEXIS 146 (Ill. Ct. App. 1991).

Opinion

PRESIDING JUSTICE LUND

delivered the opinion of the court:

Respondent Archie Lipkin appeals from an order of the circuit court of Champaign County granting petitioner Dorothy Lipkin relief under a petition to modify a supplemental judgment of dissolution of marriage and from the trial court’s denial of a motion for reconsideration.

The relief granted by the trial court was based on count II of the petition to modify, which set forth the allegation that respondent made false representations concerning the revocability of the survivor benefit plan provided for under his military pension. To understand the present proceedings, consideration must be given to the prior litigation between the parties.

Petitioner and respondent were married in 1941. Respondent served in both the Army and Air Force during the marriage. On June 12, 1978, petitioner filed a petition for separate maintenance. After litigation, an order for separate maintenance was entered on June 11, 1979. The order provided that the parties had previously divided the marital assets and properties and that such division was fair and equitable. Pursuant to the parties’ agreement, petitioner took possession of the car and family home, and respondent received cash, stocks, and bonds valued at approximately $94,000 at the time of their separation. The court additionally ordered respondent to pay $300 per month in maintenance to petitioner. Although respondent was retired at the time of the order, no specific mention was made of respondent’s pension.

Nearly four years after the trial court entered its order for separate maintenance, petitioner filed a petition for division of pension benefits. The trial court granted respondent’s motion to dismiss, reasoning that the 1979 order was final and appealable, and further consideration of the division of marital property was barred under the principles of res judicata.

On July 10, 1985, petitioner filed a petition to modify her maintenance. Respondent filed a counterpetition for dissolution of marriage, alleging that the property interests of the parties had been divided by the 1979 order. The trial court dissolved the marriage of the parties on October 28, 1986, reserving for future consideration any matters concerning division of property or maintenance which had been left unresolved by the 1979 order.

The supplemental judgment of dissolution resolved the remaining issues. As to marital property, the court approved and confirmed the division and distribution of marital assets provided for in the 1979 order for separate maintenance. Petitioner appealed.

In In re Marriage of Lipkin (1987), 163 Ill. App. 3d 1033, 517 N.E.2d 41, we affirmed the trial court’s decision that the 1979 property settlement agreement included the award of respondent’s military pension benefits to respondent and effectively barred petitioner from obtaining any portion of those benefits during respondent’s lifetime. Our decision in 1987 would have res judicata effect upon any present claim for respondent’s current monthly military pension benefits. The issue presented here deals with the benefits provided by Federal statutes to those who survive recipients of military pensions.

Subsequent to the dissolution of the parties’ marriage, respondent cancelled a survivor benefit plan which would pay petitioner half his retirement pension payments if he predeceased her. Upon learning of the cancellation, petitioner filed a petition to modify the supplemental judgment of dissolution of marriage. Count I of that petition was based upon a theory of a mutual mistake, i.e., that the survivor annuity would continue in effect after divorce, and could be terminated only by the surviving spouse’s death or remarriage while receiving the surviving benefit. Count II of the petition alleged that the respondent knowingly misled the petitioner to believe the survivor benefit plan could not be terminated other than by her death or her remarriage. Petitioner further alleged the potential survivor benefit was a material provision in the original agreement and, with its cancellation, she faces the possibility of having insufficient funds to pay for her support following respondent’s death.

The parties’ testimony established that, at the time respondent petitioned for dissolution, respondent was 73 years of age and petitioner was 64 years of age. Petitioner testified that during the time the parties were negotiating the division of their marital property, respondent assured her that the survivor’s benefit “could never be can-celled unless, at that time, unless I died or remarried if there was a divorce.” Petitioner also stated that she believed what the respondent had said, and that she considered the benefit to be like a life insuranee benefit. She relied upon respondent’s assurances when entering into the separate maintenance agreement which provided that respondent would receive all of the income-producing marital property. Petitioner has not remarried.

Respondent testified that while stationed in the Philippines and England he was “the expert” on survivor benefits under military pension. He stated that he knew long before his retirement that he could revoke the annuity if he divorced the petitioner. However, respondent contended, he never discussed the question of whether the survivor benefit plan was revocable with petitioner.

The trial court denied the relief requested in count I of the petition. As to count II, the trial court specifically found that during the negotiations on the separate maintenance agreement the respondent represented to petitioner that his military survivor benefit plan, then in effect with petitioner as beneficiary, could be revoked only in the event petitioner remarried after respondent’s death, and that she could rely on the availability of the survivor’s benefit plan as security for her retirement years in the event he predeceased her. The court further found that at the time respondent made such representations, he knew he could cancel the survivor benefit plan in the event that the parties’ marriage was dissolved. The court held petitioner relied upon respondent’s false representations concerning the irrevocability of the survivor benefit plan in selecting non-income-producing assets in the division of property. The court ordered respondent to restore the petitioner to the status she enjoyed before he cancelled his survivor benefit plan by causing the survivor benefit plan to be reinstated, or by purchasing an annuity which would provide identical benefits to petitioner that she would have received from respondent’s survivor benefit plan, or by creating and funding an irrevocable trust which would provide benefits to petitioner identical to those she would have received from the survivor benefit plan.

Respondent contends the trial court’s determination that he made a misrepresentation of material fact was against the manifest weight of the evidence.

A misrepresentation, in order to constitute a fraud, must consist of a statement of material fact, false and known to be so by the party making it, made to induce the other party to act, and, in acting, the other party must rely on the truth of the statement. (Roth v. Roth (1970), 45 Ill. 2d 19, 23, 256 N.E.2d 838

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re Marriage of Zuber
2020 IL App (5th) 190484-U (Appellate Court of Illinois, 2020)
Rustom v. Rustom
N.D. Illinois, 2019
In re Marriage of Coviello
2016 IL App (1st) 141652 (Appellate Court of Illinois, 2016)
Jackson v. POLICE & FIREFIGHTERS RET. BD.
717 A.2d 904 (District of Columbia Court of Appeals, 1998)
In Re the Marriage of Payne
897 P.2d 888 (Colorado Court of Appeals, 1995)
Matthews v. Matthews
647 A.2d 812 (Court of Appeals of Maryland, 1994)
In Re Marriage of Moore
621 N.E.2d 239 (Appellate Court of Illinois, 1993)

Cite This Page — Counsel Stack

Bluebook (online)
566 N.E.2d 972, 208 Ill. App. 3d 214, 153 Ill. Dec. 122, 1991 Ill. App. LEXIS 146, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-marriage-of-lipkin-illappct-1991.