Ira Vincent Hoffman v. Deborah Louise Cass Hoffman

CourtCourt of Appeals of Virginia
DecidedMay 11, 2004
Docket0103034
StatusUnpublished

This text of Ira Vincent Hoffman v. Deborah Louise Cass Hoffman (Ira Vincent Hoffman v. Deborah Louise Cass Hoffman) is published on Counsel Stack Legal Research, covering Court of Appeals of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ira Vincent Hoffman v. Deborah Louise Cass Hoffman, (Va. Ct. App. 2004).

Opinion

COURT OF APPEALS OF VIRGINIA

Present: Judges Annunziata, Felton and McClanahan Argued at Alexandria, Virginia

IRA VINCENT HOFFMAN

v. Record No. 0103-03-4

DEBORAH LOUISE CASS HOFFMAN MEMORANDUM OPINION* BY JUDGE WALTER S. FELTON, JR. DEBORAH LOUISE CASS HOFFMAN MAY 11, 2004

v. Record No. 0136-03-4

FROM THE CIRCUIT COURT OF CULPEPER COUNTY J. Howe Brown, Jr., Judge Designate

Donald K. Butler (Rae H. Ely; ButlerCook; Rae H. Ely & Associates, on briefs), for Ira Vincent Hoffman.

Monica J. Chernin (Christian A. Brashear; The Law Offices of Monica J. Chernin, on briefs), for Deborah Louise Cass Hoffman.

Ira Vincent Hoffman (husband) and Deborah Louise Cass Hoffman (wife) each appeal

from various rulings of the Circuit Court of Culpeper County arising out of their divorce

proceedings. The parties contend that the trial court erred in its judgment concerning equitable

distribution, spousal support, reservation of future spousal support, the admission of certain

evidence, and attorney’s fees. We affirm the judgment of the trial court.

I. BACKGROUND

“‘Under familiar principles we view the evidence and all reasonable inferences in the

light most favorable to the prevailing party below.’” Alphin v. Alphin, 15 Va. App. 395, 399,

* Pursuant to Code § 17.1-413, this opinion is not designated for publication. 424 S.E.2d 572, 574 (1992) (quoting Martin v. Pittsylvania County Dep’t of Social Servs., 3

Va. App. 15, 20, 348 S.E.2d 13, 16 (1986)). “Where, as here, the court hears the evidence ore

tenus, its findings are entitled to great weight and will not be disturbed on appeal unless plainly

wrong or without evidence to support it.” Id.

The parties married in 1976. At that time, husband was forty years old, and lived and

worked on his parents’ farm. Wife was recently divorced, and approximately five years younger

than husband. She owned a residence, which she acquired from her previous marriage, but

which was in a poor state of repair at the time the parties married. Following their marriage, the

parties initially resided in husband’s parents’ home. After repairs were made, the parties moved

into wife’s residence. Two children were born of the marriage, both of whom were emancipated

at the time of the parties’ divorce.

The parties separated in May 1997 when husband moved from the marital residence. In

July 2001, husband filed for divorce, on the ground that the parties had lived separate and apart

for a period in excess of one year. On September 19, 2002 and November 7, 2002, the trial court

heard evidence ore tenus.

On November 7, 2002, the court granted a divorce to husband on the ground of the

parties’ one-year separation. As part of its equitable distribution of the marital estate, the trial

court classified the following as marital property: a timeshare unit purchased by the parties

during the course of the marriage; wife’s investment account with Edward D. Jones & Company

(Edward Jones) valued at $23,793.51; and husband’s Edward Jones investment account valued at

$471,467.97. It valued the property as of June 3, 1998, the valuation date agreed to by the

parties. The trial court awarded to wife the full value of her Edward Jones account valued at

$23,793.51; the timeshare valued at $3,500; and $175,000 of husband’s Edward Jones account.

It also determined that all debt held in each party’s name was to be the responsibility of the party

-2- in whose name the debt was incurred. The trial court classified the marital residence, titled

solely in the wife’s name, and acquired by her in the dissolution of her previous marriage, as the

wife’s separate property.

After the parties separated, wife obtained a bank loan of $85,000 secured by the

residence. She used $65,000 of the loan proceeds to repay substantial credit card debt incurred

during the course of the marriage. Prior to the final decree of divorce, wife sold the residence for

$129,500. The trial court adopted $129,000 as the value of the property for equitable distribution

purposes. Wife received $35,000 from the sale of the residence, after repaying the bank loan and

deducting the costs of the sale. The trial court awarded neither party spousal support or

attorney’s fees.

On December 12, 2002, the trial court memorialized its findings in a written decree.

Both parties filed exceptions to the decree, and each appealed various rulings of the trial court.

II. HUSBAND’S APPEAL, RECORD NO. 0103-03-4

Husband contends that the trial court erred in its classification of his investment account

as marital property; in its classification of the marital residence as wife’s separate property; and

in its distribution of the marital estate.

A. EQUITABLE DISTRIBUTION

1. Husband’s Brokerage Account

Husband contends the trial court erred in classifying his Edward Jones account as marital

property rather than as his sole, separate, property. He argues that all the funds in that account

were funds he inherited from his father and that his evidence was sufficient to trace those funds

solely to the inheritance. We disagree.

In resolving the equitable distribution of the marital property, the trial court must

determine “the legal title as between the parties”; classify the parties’ property as “marital,”

-3- “separate,” or “part separate and part marital”; and, determine “the ownership and value” of the

parties’ property. Code § 20-107.3(A); see von Raab v. von Raab, 26 Va. App. 239, 246, 494

S.E.2d 156, 159 (1997). Property acquired during marriage by either party, and before the last

separation of the parties, is presumed to be marital “in the absence of satisfactory evidence that it

is separate property.” Code § 20-107.3(A)(2); see Gilman v. Gilman, 32 Va. App. 104, 116, 526

S.E.2d 763, 769 (2000) (citations omitted). The party claiming that property acquired during the

marriage is separate property bears the burden of rebutting the marital property presumption by

credible evidence. Stainback v. Stainback, 11 Va. App. 13, 18, 396 S.E.2d 686, 689 (1990).

Husband asserts that Code § 20-107.3(A)(1) provides that separate property includes “all

property acquired during the marriage by bequest, devise, descent, survivorship or gift from a

source other than the other party.” Husband testified that he opened his Edward Jones account

solely with funds he inherited from his father, Ira Vincent Hoffman, Sr., who died a widower in

1990, leaving husband as his sole heir. He further testified that the substantial deposits he made

to the account over several years were from the same source. Over wife’s objection, the trial

court admitted Ira Vincent Hoffman Sr.’s probate file. The file revealed that husband received

an inheritance of $207,781.13 from his father’s estate and that husband, as executor of his

father’s estate, filed a final accounting of the distribution of the estate with the commissioner of

accounts on May 8, 1992.

Todd Brown, an investment representative with Edward Jones, testified that on February

25, 1992, husband opened his account with an original deposit of $50,000. According to Brown,

husband followed the initial deposit with a deposit of $100,000 on April 6, 1992; and another

$15,000 deposit in March of 1993.

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