In Re the Marriage of David Paul Walker and Jeanette Renee Walker Upon the Petition of David Paul Walker, and Concerning Jeanette Renee Walker

Court of Appeals of Iowa·Decided October 1, 2014·No. 13-1310·Published

Opinion

IN THE COURT OF APPEALS OF IOWA

No. 13-1310

Filed October 1, 2014

IN RE THE MARRIAGE OF DAVID PAUL WALKER AND JEANETTE RENEE WALKER

Upon the Petition of DAVID PAUL WALKER, Petitioner-Appellant,

And Concerning JEANETTE RENEE WALKER, Respondent-Appellee.

Appeal from the Iowa District Court for Wright County, Rustin T.

Davenport, Judge.

David Paul Walker appeals from the property distribution and alimony provisions of the parties’ dissolution decree. AFFIRMED AS MODIFIED.

Pamela J. Walker, Johnston, for appellant.

Vicki R. Copeland of Wilcox, Polking, Gerken, Schwarzkopf, Copeland & Williams, P.C., Jefferson, for appellee.

Heard by Danilson, C.J., and Vogel and Bower, JJ.

DANILSON, C.J.

David Paul Walker appeals from the property distribution and alimony provisions of the parties’ dissolution decree. He contends the division of property is based upon erroneous factual findings and is inequitable. He also objects to the award of alimony beyond his retirement. We affirm with minimal modifications, including a reduced cash equalization payment, amended debt allocation, and modification of language to eliminate any question of David’s ability to modify alimony in the future.

I. Background Facts and Proceedings.

The following facts can be gleaned from the trial court testimony and exhibits. David and Jeanette Walker lived together about a year before they were married in August 2002. When they married, David was forty-nine years old, and Jeanette was thirty-nine years old. At the time of the trial, David was fifty-nine years old, and Jeanette was forty-nine years of age. They do not have children together.

David had purchased a house in October 1993 for $28,000, making a down payment of about $3000 and taking out a $25,200 mortgage. His payments were $228.27 per month, beginning November 1, 1993. David and Jeanette lived in this house while they were married and made improvements to it, including new roofing and air conditioning. The mortgage was paid in full in May 2008. In April 2009, the house had an assessed value of $52,800. The realtor who sold the house to David offered a letter valuation on July 30, 2012, estimating the house would sell for $36,000 to $42,000.

At the time the parties got married, David had a Vanguard 401k account.

One hundred dollars from each of his twice-monthly paychecks from Union Pacific Railroad were placed in the Vanguard account. There was no evidence as to when David began making these contributions, or the amount of the account at the time David and Jeanette were married. David continued contributing to the account for two months ($400) after the couple was married and then contributed nothing further. In 2008, the Vanguard account had a value of $11,300. At trial, evidence indicates the account had a value of $19,812.39.

During the marriage, David purchased a collectible 1970 Chevrolet Nova for $13,100. An additional $8000 to $10,000 was spent on the vehicle. In March 2012, the parties had the Nova insured for $20,000. According to David, the Nova is now in need of some significant motor repairs.

At the time the parties married in 2002, Jeanette was employed cleaning houses full-time for fifteen dollars per hour. She had obtained her GED in 1981. In 2006 or 2007, Jeanette was employed by Express Shuttle transporting railroad employees, working full time and making between nine and ten dollars per hour. Jeanette, however, has degenerative disc disease, bulging disc disease, and spurring on her vertebrae. She has had two back surgeries. Jeanette is now permanently disabled. She is not to lift more than five pounds, vacuum, or climb stairs. She can stand for no more than fifteen minutes. If in a car, Jeanette must take a half-hour break after two hours. Jeanette became eligible to receive Social Security disability benefits beginning in May 2009, though the date of disability was found to be December 1, 2008. A letter from the Social Security Administration states Jeanette was entitled to past-due social security benefits

for May 2009 through March 2011 in the amount of $11,684. At trial, Jeanette testified she received that lump sum benefit payment, which went into the parties’ joint account and was spent. Her income is currently limited to the $526 per month she receives in disability benefits.

In March 2009, Jeanette was a passenger in a vehicle driven by her sister when they were struck from behind. The driver of the vehicle that hit Jeanette was to pay for her medical bills. After the parties separated in April 2012, Jeanette received a $7000 settlement for pain and suffering related to the accident, of which her attorney received one-third.

At the time David and Jeanette separated, David had been employed by the Union Pacific Railroad as a machine operator for more than thirty years. At the time of the dissolution trial in February 2013, David was earning twenty-six dollars per hour and received non-taxable per diem and expense payments for required travel.1 In 2012, the nontaxable payments exceeded $26,000.2 David testified these amounts were “expense reimbursement,” but did not state whether they were for actual or allowed expense amounts. There was no testimony as to his actual expenses related to his employment but his amended financial affidavit reflects monthly expenses for meals in the sum of $1000 and for motels in the sum of $1200. David’s 2012 W-2 statement indicated his taxable wages were $62,226.78.

David lived with his daughter temporarily when he left the marital home and then moved with his girlfriend into an apartment, which he furnished for

1 The nontaxable allowance and per diem amounts varied per pay check.

2 The nontaxable income averaged $2245 per month.

about $5000. His rent is $450 per month. When David left the marital home at the time of separation, he took the two vehicles—the Nova and a 2008 Chevrolet HHR truck—both of which were titled in his name. On August 27, 2012, David purchased a 2008 Equinox for $16,250. David did deliver to Jeanette the HHR,3 but at the time it had a broken driver-door handle, no power steering, and the wheel bearings “were completely shot.” (Jeanette was advised by a mechanic not to drive the vehicle out of town.) After the separation, David was making double payments on the Nova and HHR debts, which he paid off by September 2012.

In October 2012, Jeanette received her first temporary support check from David. Prior to receiving that support check, her telephone, cable, and internet services were discontinued for lack of payment. In order to provide for living expenses, Jeanette used the settlement proceeds from the 2009 car accident (about $4666), borrowed $3000 from a friend, pawned jewelry ($550), and sold a boat and trailer ($500). In November 2012, Jeanette received a medical bill in excess of $5500 from Wright Medical Center for services rendered in August through October 2010.

At the dissolution trial, the issues presented were the distribution of property, allocation of debts, and Jeanette’s request for alimony. David did not

3 A September 2012 order for temporary allowances stated David “is paying most of the ongoing marital expenses” and ordered him to pay temporary spousal support of $1000 per month beginning October 1, 2012. An October 25, 2012 amended order for temporary allowances clarified that David was to continue paying for the natural gas, electricity, and water provided to the marital residence. He was also to continue to pay for sewer and garbage service, the license and registration fees and the premium for auto insurance on the vehicle driven by Jeanette, the real estate taxes and the insurance on the residence, and he was to provide health insurance coverage for Jeanette. In addition, temporary support was raised to $1150.

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In Re the Marriage of David Paul Walker and Jeanette Renee Walker Upon the Petition of David Paul Walker, and Concerning Jeanette Renee Walker (In Re the Marriage of David Paul Walker and Jeanette Renee Walker Upon the Petition of David Paul Walker, and Concerning Jeanette Renee Walker) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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