Jett v. Jett

957 So. 2d 368, 2007 WL 1484057
CourtLouisiana Court of Appeal
DecidedMay 23, 2007
Docket2006-1648
StatusPublished

This text of 957 So. 2d 368 (Jett v. Jett) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jett v. Jett, 957 So. 2d 368, 2007 WL 1484057 (La. Ct. App. 2007).

Opinion

957 So.2d 368 (2007)

David James JETT, II
v.
Sharolette Brown JETT.

No. 2006-1648.

Court of Appeal of Louisiana, Third Circuit.

May 23, 2007.

*369 Tony C. Tillman, Office of Tony C. Tillman, Leesville, Louisiana, for Plaintiff/Appellant, Sharolette Brown Jett.

Scott Westerchil, Anderson & Westerchil, Leesville, Louisiana, for Defendant/Appellee, David James Jett, II.

Court composed of SYLVIA R. COOKS, OSWALD A. DECUIR, and JAMES T. GENOVESE, Judges.

GENOVESE, Judge.

In this action to partition community property belonging to Sharolette Brown Jett (Sharolette), and her former spouse, David James Jett, II (David), Sharolette appeals the trial court's judgment partitioning the parties' community property interest in David's retirement account. For the following reasons, we reverse and render judgment.

FACTS

David and Sharolette were married on July 1, 1970. A petition for legal separation was filed on February 27, 1990, and a subsequent legal separation was granted thereby terminating the community property regime retroactive to the date of filing therefor. A petition for divorce was filed January 15, 1991, and the parties were divorced on March 22, 1991.

David became employed by the Louisiana State Police (State Police) on May 27, 1979. As of the effective date of the community property partition, David was a Senior Trooper with the State Police. In November of 1995, he attained the rank of Master Trooper, and in May of 1996 he was promoted to the rank of Sergeant. The amount of David's retirement benefit became fixed in January 2001, upon his entering the Deferred Retirement Option Plan (DROP program). Although he continued to work for the State Police, David ceased contributing to the retirement program at the pay level which he had achieved as a Sergeant. Six months later, in July of 2001, David received another promotion to Lieutenant. In January of 2004, David re-entered the retirement program for a period of one year in order to receive his retirement pay at the rank of Lieutenant. He retired as a Lieutenant with the State Police on January 5, 2005.

On September 24, 2004, Sharolette filed a petition for partition of community property[1]. Subsequent thereto, the parties *370 reached an amicable community property partition of all property except their retirement accounts. This matter went to trial on August 26, 2005. The record indicates that Sharolette's retirement was not at issue and that the parties agreed that Sharolette was to receive 20.9% of the legally determined retirement funds or benefits received by David from his State Police retirement.

Therefore, in partitioning David's retirement account, the trial court was faced with the sole issue of whether Sharolette had an interest in the increases in David's retirement account occurring after the termination date of their former community property regime. The trial court found that David's "promotion to lieutenant was due more to meritorious or personal achievement than an ordinary progression of benefits." The trial court's written reasons concluded that the Sims formula[2] was to be applied "to the highest income [David] would have received under the normal course of events, including ordinary promotions and cost increases and gains due to nonpersonal factors." The judgment signed by the trial court on September 25, 2006 ordered that Sharolette "shall receive 20.9% of any funds or benefits, including any cost of living adjustments, that shall become payable by the Louisiana State Police Retirement Fund to [David James Jett, II] at the rank of Master Trooper." It is from this judgment that Sharolette appeals.

ASSIGNMENT OF ERROR

Sharolette's sole assignment of error is set forth as follows:

The Trial Court erred in deviating from the Sims formula, and misapplied the facts of the current case to the three part test established by the Supreme Court in Hare v. Hodgins, 586 So.2d 118[] (La.1991) in that, as a matter of law, the employee spouse did not meet his burden of proving the promotions and increase in income post-divorce were solely attributed to his meritorious efforts and achievements.

In addressing Sharolette's assignment of error, we must determine whether David met his burden of proof under Hare that his promotion to the rank of Sergeant and then to Lieutenant with the State Police was due to meritorious or personal achievement as opposed to an ordinary progression of benefits. Sharolette seeks 20.9% of David's retirement at his pay scale as a Lieutenant with the State Police as opposed to the trial court's ruling that she was only entitled to 20.9% of David's retirement at his pay scale as a Master Trooper.

LAW AND DISCUSSION

A judicial division of a retirement account pursuant to community property partition is generally accomplished by the application of the Sims formula which determines what amount of the account is community property, and the resultant percentage due to a former spouse. However, in Hare, our supreme court explained that the Sims formula is not to be applied in all situations. In Hare, the Louisiana Supreme Court opined:

The general rules for the partition of community property, however, do not *371 address all of the problematic ramifications of classifying, valuating and distributing each spouse's interest in pension benefits which have been earned by one spouse partly during the marriage and partly before or after. In such cases, the pension benefits are composed of the separate property interest of the employee spouse in addition to the community interest. Furthermore, there is no custom from which rules can be derived for each particular situation. Accordingly, in the present case and others a court is bound to proceed and decide equitably to some extent, making resort to justice, reason and prevailing usages.
. . . .
Nevertheless, there will be unusual cases in which a substantial part of the increased retirement benefits earned by the employee spouse after divorce will not result from a foundation provided by prior community earnings. In such cases, the partitioning court should select a more equitable method or modify the community or marital fraction rule to attribute that part of the post-divorce increase to the employee spouse separately. Although the emerging jurisprudential precepts are not yet well defined, some factors may be identified as helpful guidelines in determining when such a modification is required.

Hare, 586 So.2d at 123-128 (citations omitted).

The supreme court in Hare went on to provide the following guidance to the trial court in situations where the application of Sims would not be appropriate, stating as follows:

In general, the partitioning court should inquire as to whether a substantial post-community increase is due to personal effort or achievement after the termination of the community that has little or no relationship with the prior community. The community should not be given credit when a substantial post-community increase to a retirement fund is due to a singular personal factor such as individual effort, education or achievement resulting in a merit raise or an extraordinary promotion or series of promotions. . . .

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Related

Sims v. Sims
358 So. 2d 919 (Supreme Court of Louisiana, 1978)
Moore v. Moore
596 So. 2d 252 (Louisiana Court of Appeal, 1992)
McCown v. McCown
634 So. 2d 1249 (Louisiana Court of Appeal, 1994)
Hare v. Hodgins
586 So. 2d 118 (Supreme Court of Louisiana, 1991)
Rivera-Santos v. Rivera-Santos
862 So. 2d 480 (Louisiana Court of Appeal, 2003)

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Bluebook (online)
957 So. 2d 368, 2007 WL 1484057, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jett-v-jett-lactapp-2007.