James Whittaker v. Wilma Sharlene Whittaker

44 N.E.3d 716, 2015 Ind. App. LEXIS 636, 2015 WL 5545343
CourtIndiana Court of Appeals
DecidedSeptember 21, 2015
Docket02A03-1503-DR-79
StatusPublished
Cited by10 cases

This text of 44 N.E.3d 716 (James Whittaker v. Wilma Sharlene Whittaker) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
James Whittaker v. Wilma Sharlene Whittaker, 44 N.E.3d 716, 2015 Ind. App. LEXIS 636, 2015 WL 5545343 (Ind. Ct. App. 2015).

Opinion

BAILEY, Judge.

Case Summary

[1] James Whittaker (“Husband”) filed a petition seeking to have his ex-wife, Wilma Whittaker (“Wife”) held in contempt of court for her failure to pay sums designated as maintenance 1 in a settlement incorporated into a dissolution decree. The trial court concluded that Wife owed Husband .a fixed sum of $76,173.44, as of June 26, 2013, enforceable by execution but not contempt. Husband presents the sole, consolidated , .issue of whether the trial court reached an erroneous legal conclusion as to enforcement remedies. We reverse and remand with instructions to the trial court to address the merits of Husband’s petition for contempt.

Facts and Procedural History .

[2] Husband and Wife were married on October 25, 1969. On August 2, 2000, the trial court dissolved the parties’ marriage and approved and adopted their Marital Settlement Agreement (“the Agreement”).

[3] With respect to Wife’s interest in a deferred benefit retirement plan referred to as the Indiana State Teacher’s Retirement. Fund, the Agreement provided in pertinent part:

'At such time as Wife becomes eligible for and receives benefit/payment as a result of her interest in the Indiana State Teacher’s Retirement Fund, Wife shall be under an affirmative obligation to inform Husband by certified mail of such event, in addition to which, she will provide to Husband adequate evidence of any benefit paid to and/or received by her by reason of her participation and interest in said Indiana State Teachér’s Retirement Fund.
*718 Wife shall pay to husband an amount equal to one-half of the following; An amount equal to the fractional share of the total of Wife’s benefit, the numerator for which shall be the number of months the parties were married (348 months), and the denominator of which shall be the total service in number of months, or service credit in months, wife had in the Indiana State Teacher’s Retirement Fund on the occasion of her retirement and commencement of benefit payment. Wife shall be obligated to pay to husband the amount indicated above from sums received by her, irrespective of such alternate elections Wife may make with respect to distribution or payment to her of monies available from the Indiana State Teacher’s Retirement Fund. To the extent sums paid by the Indiana State Teacher’s Retirement Fund to Wife are taxable as income to Wife, then those amounts payable and paid by Wife to Husband shall be deemed maintenance payments by Wife to Husband and shall be reported by Husband as income and deductible to Wife on Husband and Wife’s respective income tax returns.

(App. at 20-21.) The Agreement further provided that, if Wife failed to timely pay Husband sums due, the monies due should immediately become a lien against Wife’s property. Paragraph 11 of the Agreement provided in relevant part:

Husband and Wife expressly agree that payments provided for hereunder shall be enforceable in the same manner as maintenance payments and not restricted to such remedies as are provided for in collection of judgments alone.

(App. at 28.) Wife began to receive retirement benefits on May 1, 2008. She rolled over $167,500 into a Capital Bank and Trust IRA.

[4] On July 8, 2008, Husband filed his Motion to Enforce Decree of Dissolution. Wife filed a Motion to Clarify or Motion for Relief. On March 28, 2009, Husband received his first payment from Wife. Thereafter, Wife paid Husband $761.07 on a monthly basis.

[5] In March of 2010, Wife filed an Amended Motion to Clarify or Motion for Relief. The parties filed cross-motions for summary judgment. On May 18,2012, the trial court entered an order stating that, “as a matter of law,” Husband was granted “a fractional share of Wife’s interest in the Indiana State Teacher’s Retirement Fund, which includes both her pension benefit and annuity benefit.” (App. at 7.) The order further stated that additional evidence was necessary for the court to determine whether Wife had breached the Agreement.

[6] The parties engaged in discovery and, on June 25, 2013, the trial court conducted a hearing on the pending motions for enforcement, clarification, and relief. On October 16, 2013, the trial court entered an order finding that Wife had breached the terms of the Agreement by failing to properly notify Husband of her receipt of retirement benefits, delaying monthly payments to Husband, and withholding funds from her defined contribution plan (annuity). The trial court concluded that Wife owed Husband $76,173.44 plus attorney’s fees in the amount of $14,083.50. 2

[7] On November 5, 2014, Husband filed his “Verified Information for Contempt.” (App. at 11.) On December 8, 2014, Wife was ordered to provide Hus *719 band’s counsel with documentation of account balances with Pro Fed Financial Ad-visors. On January 12, 2015, a hearing was conducted. On February 3, 2015, the trial court issued an order acknowledging that Wife owed Husband a judgment of $76,1731.44 as of June 25, 2013, but further providing: “The judgment is not subject to enforcement or. collection by contempt.” (App. at 31.) Husband appeals.

Discussion and Decision

[8] Husband argues that the trial court’s refusal to enforce Wife’s obligation by contempt constitutes an impermissible modification of the 2000 dissolution decree. At the outset, we observe that Wife chose not to file an Appellee’s Brief. When an appellee fails to submit a brief in accordance with our rules, we need not undertake the burden of developing an argument for the appellee. McKinney v. McKinney, 820 N.E.2d 682, 685 (Ind.Ct.App.2005). , We apply a less stringent standard of review with respect to showings of reversible error when an appellee has failed to file a brief, and may reverse the trial court if the appellant is able to establish prima facie error. Id. In this context, “prima facie” means “at first sight, on first appearance, or on the face of it.” Id. (internal citations omitted).

[9] Divorcing parties are permitted to draft their own settlement agreements. Shorter v. Shorter, 851 N.E.2d 378, 383 (Ind.Ct.App.2006). Such agreements are contractual in nature and, once incorporated into the trial court’s final order, become binding on the parties. Id. The dissolution court that adopted the agreement retains jurisdiction to interpret the terms of property settlement agreements and to enforce them. Id. Nevertheless, because we are reviewing the construction of the terms of a written contract, which is a pure question of law, our standard of review is de novo. Id.

[10] When we interpret a binding agreement, we apply the general rules applicable to the construction of contracts. Id. Unless the terms of-the contract are ambiguous, they are to be given their plain and ordinary meaning. Id.

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

Related

Jim Brugh v. James L. Sailors, Cass County Commission
130 N.E.3d 149 (Indiana Court of Appeals, 2019)
Paternity of G.G.B.W. v. S.W.
80 N.E.3d 264 (Indiana Court of Appeals, 2017)
Dale Bond v. Judylee W. Bond (mem. dec.)
Indiana Court of Appeals, 2017
Thomas D. Seal v. Christine Seal (mem. dec.)
Indiana Court of Appeals, 2016

Cite This Page — Counsel Stack

Bluebook (online)
44 N.E.3d 716, 2015 Ind. App. LEXIS 636, 2015 WL 5545343, Counsel Stack Legal Research, https://law.counselstack.com/opinion/james-whittaker-v-wilma-sharlene-whittaker-indctapp-2015.