In Re the Marriage Barnard

785 P.2d 1387, 241 Mont. 147, 47 State Rptr. 152, 1990 Mont. LEXIS 26
CourtMontana Supreme Court
DecidedJanuary 23, 1990
Docket89-313
StatusPublished
Cited by18 cases

This text of 785 P.2d 1387 (In Re the Marriage Barnard) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Marriage Barnard, 785 P.2d 1387, 241 Mont. 147, 47 State Rptr. 152, 1990 Mont. LEXIS 26 (Mo. 1990).

Opinion

CHIEF JUSTICE TURNAGE

delivered the Opinion of the Court.

The parties’ marriage was dissolved in the District Court for the Eighth Judicial District, Cascade County, in April 1989. Rodney D. A. Barnard (Rod), appearing pro se, appeals. We affirm in part as modified, and remand in part.

The issues are:

1. Did the District Court err in determining that the shares of stock in the Tadej farm were not a part of the marital estate?

2. Did the court abuse its discretion in its division of property?

3. Did the court err in its award of child support?

4. Did the court err in awarding maintenance?

5. Did the court exceed its authority by ordering Rod to pay Phyllis’s attorney fees and accountant’s fee?

Rod and Phyllis were married in 1968. Two children were born of the marriage, one of whom had reached the age of majority prior to this dissolution and the other of whom attained the age of majority on November 20, 1989. During most of the marriage, the parties lived on Phyllis’s family’s farm (the Tadej farm) near Geraldine, Montana, where Rod took care of the hog operation and Phyllis worked as a homemaker and part-time ranch hand. Prior to the dissolution, Rod went to truck driving school and obtained a long-haul truck driving job out of Great Falls, Montana.

The court found that personal property in the marital estate, valued at $37,185, had been divided by the parties. It awarded additional personal property valued at about $1,380 to Rod. It awarded a paid-up life insurance policy on Phyllis, valued at $2,152.78, to phyllis to be held for the minor daughter’s benefit. The court found that stock in the Tadej farm which had been gifted to Phyllis was not part of the marital estate.

The court further required Rod to pay Phyllis $200 per month for current child support and $200 per month on back child support *150 retroactive to the date of the parties’ separation on November 4, 1986. It ordered Rod to pay Phyllis maintenance of $200 per month for three years and to pay her attorney fees of $5,000 and accountant fees of $500.

I

Did the District Court err in determining that the shares of stock in the Tadej farm were not a part of the marital estate?

Rod maintains that he is entitled to a share of the Tadej farm corporation for his years of work there. In the alternative, he claims $30,000 as equity in the Tadej Ranch Company for housing from 1973 to 1986. He believes that because housing was credited as part of his earnings while he worked for the farm, he should have equity in the house.

The District Court found that from 1973 until near the end of the marriage, Rod worked on the Tadej farm. It found that, as an estate planning device, beginning in 1968, Phyllis’s parents gifted shares of stock in the farm to their five children. It found that Phyllis was given almost one-half of her shares of stock before the parties moved back to the farm to work. It found that all of the shares of stock are in Phyllis’s name and that at the time of trial she held title to 7.1 percent of the outstanding shares in the corporation. The court found:

“It is clear that the Tadejs’ gifts of stock to their children were not to compensate them and their spouses for work on the ranch. These gifts represent the Tadejs’ children’s inheritances and will only have value after both Mr. and Mrs. Tadej die. The Court finds that these shares of stock are not part of the marital estate and are not divisible in this proceeding.”

The court further found that there was no agreement between Rod and the farm that he would be compensated by stock in the corporation but that, instead, his salary, including numerous fringe benefits, was set annually at corporate meetings and was in line with the prevailing wage for farm and ranch workers.

A District Court is not required to include gift property given to one spouse during a marriage as part of the marital estate. Becker v. Becker (1985), 218 Mont. 229, 232, 707 P.2d 526, 528. For example, such gift property need not be included where none of the value of the property is a product of contribution from the marital effort. Becker, 707 P.2d at 528.

*151 Here, the situation is somewhat different. Rod argues that the value of the stock in the farm increased due to his efforts in working on the farm. This may be true. However, Rod was paid a salary and benefits for his work, and he admitted at trial that there was no agreement that he would receive stock in the corporation as compensation. Additionally, the fact that Phyllis’s siblings who did not work on the ranch were given the same amount of stock as was phyllis indicates that the stock was a gift, not payment for work done. We hold that the District Court did not err in ruling that the stock in the Tadej farm was not a part of the marital estate.

Rod also argues that he was promised a salary equal to that which he had made working for cable TV and that his wage was reduced below that amount after he had worked for the farm for several years. But the record shows that his salary was set yearly at corporate meetings, which he attended, and he admitted at trial that he did not object to the salary he was paid. There is no record of any agreement that he would acquire equity in the house, which was owned by the corporation. We hold that there was no error in the absence of an award to Rod of equity in the corporation’s house.

II

Did the court abuse its discretion in its division of property?

Rod argues that he should have been awarded $3,000 in promissory notes from Phyllis’s father because they were made out to him. He also argues that he should be credited for a .243 caliber rifle awarded to him but which Phyllis sold to pay for their daughter’s glasses.

In reviewing a property distribution, this Court will not disturb the district court’s division unless there has been a clear abuse of discretion. In re Marriage of Hall (1987), 228 Mont. 36, 39, 740 P.2d 684, 686. The notes about which Rod complains, while made to Rod, were for a loan made to the Tadej farm during the marriage. In reviewing the District Court’s findings, we see that it awarded property valued at $16,150 to Phyllis (including the notes) and property valued at $22,415 to Rod. The findings show that the District Court was aware that the .243 rifle had been sold. In light of all the factors which must be considered under § 40-4-202, MCA, in property distributions, including the parties’ age, health, station, occupation, amount and sources of income, vocational skills, employability, estate, liabilities, and needs, we hold there was no abuse of discretion.

*152 III

Did the court err in its award of child support?

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Cite This Page — Counsel Stack

Bluebook (online)
785 P.2d 1387, 241 Mont. 147, 47 State Rptr. 152, 1990 Mont. LEXIS 26, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-marriage-barnard-mont-1990.