In Re the Marriage of Roberts

194 P.3d 443, 2008 Colo. App. LEXIS 1271, 2008 WL 3090681
CourtColorado Court of Appeals
DecidedAugust 7, 2008
Docket07CA0903
StatusPublished
Cited by3 cases

This text of 194 P.3d 443 (In Re the Marriage of Roberts) is published on Counsel Stack Legal Research, covering Colorado Court of Appeals 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 of Roberts, 194 P.3d 443, 2008 Colo. App. LEXIS 1271, 2008 WL 3090681 (Colo. Ct. App. 2008).

Opinion

Opinion by

Judge ROTHENBERG.

Lori Jean Lipson (wife), formerly known as Lori J. Roberts, appeals from the order dismissing, for lack of jurisdiction, her motion to set aside the separation agreement reached with Michael J. Roberts (husband). Because we conclude the trial court has jurisdiction to rule on wife's motion, we reverse and remand for further proceedings.

I. Background

The parties married in June 2001. Husband filed a petition for legal separation in November 2004, and in March 2005, the court entered a decree of legal separation, which incorporated the parties' separation agreement. Six months later, at the parties' request, the court converted it into a decree of dissolution.

Pursuant to the separation agreement, husband retained his separate property, which included, as relevant here, the entire interest in a limited liability company that owned a 5.41 % interest in certain stock. It was agreed that any increase during the marriage in the value of the assets held by the limited liability company would be husband's separate property. In the schedules attached to the separation agreement, husband estimated the value of his interest in the limited liability company at $663,000. He represented that the "[s]tock was separate property that may have appreciated in value during marriage"; that it had not been determined whether it was separate property, marital property, or both; and that such a determination "[wlould depend on whether separate, marital, or a combination of both, funds were used to pay [the] margin account" used to purchase the stock interest. In his financial affidavit, husband listed the value of the stock as zero, but added that it was an item that "may not be accurate due to unknown values." He also disclosed that he was the discretionary beneficiary of a trust that did not constitute property in the dissolution action.

The agreement provided that to effect "an equitable, but not necessarily equal, division" of the marital property, husband would pay wife approximately $300,000 in cash, and stated:

[TJhis Agreement is based upon a comprehensive disclosure of the assets, liabilities and income of each of us; Each of us has been provided with a complete [financial] Affidavit ... of the other, and this Agreement is based on the information contained in those Affidavits and other documents provided; Each of us represents that he or she has, to the best of his or her ability, made a complete disclosure to the other of his or her assets, liabilities and income; We recognize and agree that the precise values of some of our separate and marital assets and liabilities are not fully susceptible of precise determination [and] [therefore, values of our assets has, in some cases, ... been estimated for purposes of this Agreement; and We acknowledge that, even though the values of our separate and marital property are thus necessarily only an estimate, we have made an informed and rational decision regarding the financial matters set forth in this Agreement.

In January 2007, wife filed a motion to set aside the separation agreement, pursuant to C.R.C.P. 16.2(e)(10). She asserted that husband had failed to make a full disclosure of his assets in violation of former C.R.C.P. 26.2(a)(1)(A), (e), and (g)(1), which was repealed and replaced by C.R.C.P. 16.2 on Sept. 30, 2004, effective Jan. 1, 2005.

C.R.C.P. 16.2(e)(10) provides, in relevant part:

If [a party's] disclosure [of assets] contains misstatements or omissions, the court shall retain jurisdiction after the entry of a final decree or judgment for a period of 5 years *446 to allocate material assets or liabilities, the omission or non-disclosure of which materially affects the division of assets and Habil-ities. The provisions of C.R.C.P. 60 shall not bar a motion by either party to allocate such assets or liabilities pursuant to this paragraph. This paragraph shall not limit other remedies that may be available to a party by law.

Wife alleged that she had learned from documents filed with the Securities and Exchange Commission, which were attached to her motion, that before husband had filed for a legal separation, his interest in the limited liability company and trust (for which he was the sole trustee and beneficiary) was converted, for no additional consideration, into approximately 2.7 million shares of stock in a publicly traded company. According to wife, husband's stock had a minimum value of $20 million, and he was aware of this information. She asserted that he either failed to disclose it to her or misrepresented the value of that asset. She denied she knew before she signed the agreement that the value of the stock had increased by more than $20 million during the marriage, and claimed she had relied on husband's financial affidavit representing that the stock had no marital value.

Husband contended he had fully complied with the disclosure requirements of former C.R.C.P. 26.2. He asserted in his response that his interest did not convert into stock until after the dissolution decree was entered; that because the case was filed before January 1, 2005, the district court lacked jurisdiction over wife's C.R.C.P. 16.2 motion; and that her motion was time barred under C.R.C.P. 60(b). The trial court agreed with husband and concluded it lacked jurisdiction to reopen the parties' property division. The court reasoned: "These parties filed [the action] before the new rule 16.2 was in place and were not subject to the heightened disclosure requirements. Therefore, the parties cannot avail themselves of the reach back provision contained in 16.2(e)(10)."

II. Contention

Wife contends the trial court erred in concluding that C.R.C.P. 16.2(e)(10) did not apply, and therefore, that it lacked jurisdiction to consider her post-decree motion. We agree.

A. Standard of Review

Rules of statutory construction apply to the interpretation of rules of procedure. Watson v. Fenney, 800 P.2d 1373, 1375 (Colo.App.1990); Int'l Satellite Commc'ns, Inc. v. Kelly Servs., Inc., 749 P.2d 468, 469 (Colo.App.1987). Statutory or rule interpretation is a question of law subject to de novo review. Bryant v. Cmty. Choice Credit Union, 160 P.3d 266, 274 (Colo.App.2007).

Our primary task in construing a statute or rule is to ascertain and to give effect to the intent of adopting body and, to discern that intent, a court should look first to the language of the statute. People v. Dist. Court, 713 P.2d 918, 921 (Colo.1986); see Watson, 800 P.2d at 1375. Our starting point is the plain meaning of the language used, and we construe the language in a manner that gives effect to every word and considers the language in the context of the statute or rule as a whole Romanoff v. State Comm'n on Judicial Performance, 126 P.3d 182, 188 (Colo.2006).

B. Plain Meaning of C.R.C.P. 16.2(6)(10)

C.R.C.P.

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In Re the Marriage of Schelp
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Cite This Page — Counsel Stack

Bluebook (online)
194 P.3d 443, 2008 Colo. App. LEXIS 1271, 2008 WL 3090681, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-marriage-of-roberts-coloctapp-2008.