Jose v. Jose

2020 Ohio 3953
CourtOhio Court of Appeals
DecidedAugust 5, 2020
Docket29633
StatusPublished
Cited by3 cases

This text of 2020 Ohio 3953 (Jose v. Jose) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jose v. Jose, 2020 Ohio 3953 (Ohio Ct. App. 2020).

Opinion

[Cite as Jose v. Jose, 2020-Ohio-3953.]

STATE OF OHIO ) IN THE COURT OF APPEALS )ss: NINTH JUDICIAL DISTRICT COUNTY OF SUMMIT )

BECKY J. JOSE C.A. No. 29633

Appellee

v. APPEAL FROM JUDGMENT ENTERED IN THE PHILLIP JOSE COURT OF COMMON PLEAS COUNTY OF SUMMIT, OHIO Appellant CASE No. DR 2008-05-1392

DECISION AND JOURNAL ENTRY

Dated: August 5, 2020

CALLAHAN, Presiding Judge.

{¶1} Appellant, Phillip Jose, appeals orders related to the characterization of his military

disability pension benefits.

I.

{¶2} Mr. Jose (“Husband”) and Becky Jose (“Wife”) divorced on November 12, 2014.

With respect to the parties’ assets, the trial court found that Husband “is presently retired from the

Army Reserve on disability retirement for PTSD. He receives disability retirement pay of $4,600

per month which is the subject of a property division in this matter.” As part of the property

division, the divorce decree addressed Husband’s military disability pension:

[Husband] has a DFAS military disability retirement pension which is in payout. The marital portion of this pension is 73% of the total monthly benefit paid. [Wife’s] one-half share of the marital portion of this total monthly benefit paid is 36.50%. [Wife] shall therefore receive 36.50% of [Husband’s] total net monthly disability retirement paid each month commencing June 1, 2014. She shall also receive a pro-rata share of any cost of living adjustment (COLA) or any other economic improvements made to [Husband’s] benefit on or after the date of his retirement. If DFAS can only pay [Wife] 36.50% of [Husband’s] gross disability 2

retirement benefit, [Wife] shall be responsible to pay taxes on the amount she receives on an annual basis. [Husband] shall elect survivor benefit plan (SBP) coverage for [Wife], if possible.

The trial court reserved jurisdiction “to establish, maintain and enforce this order[,]” specifically

noting that “[i]f necessary, the court may enforce other orders including the recharacterization of

the benefits if payable under another retirement system or as spousal support, if applicable.” The

trial court also ordered Husband to pay spousal support for a period of fifteen months commencing

June 12, 2014. The divorce decree provided that the spousal support award was “modifiable within

the term upon a showing of a substantial change of circumstances by either party.”

{¶3} Approximately seven months later, Wife filed a motion captioned “Ex Parte Motion

to Recharacterize Pension as Permanent Spousal Support.” In that motion, Wife argued that

because Husband’s pension consisted of disability benefits, she could not directly receive the

portion of those payments assigned to her as part of the property division. Consequently, she

argued that the trial court should recharacterize the proportion of Husband’s pension allocated to

Wife as part of the property division as permanent spousal support.

{¶4} On July 26, 2016, the magistrate issued an order recommending that the trial court

grant Wife’s motion. The trial court approved the magistrate’s decision on the same date pursuant

to Civ.R. 53(D)(4)(e)(i) and ordered Husband to pay spousal support in the amount of $1,810.77

per month “[e]ffective June 1, 2014.” Husband filed timely objections, arguing, among other

things, that the magistrate erred by concluding that Wife was entitled to 36.50% of his disability

payment, by recharacterizing the pension aspect of the property division as spousal support, and

by modifying spousal support in the absence of a substantial change in circumstances.

{¶5} On December 5, 2017, the trial court ruled on Husband’s objections. The trial court

concluded that the magistrate did not err by determining that spousal support was at issue because 3

in the divorce decree “the Court also reserved jurisdiction to make an order of spousal support if

the benefits received by [Husband] were re-characterized.” The trial court also noted that

“[Husband] elected to waive his retirement pay so that he could receive the disability payments

instead.” The trial court resolved Husband’s objection that Wife was not entitled to receive

36.50% of his disability payments from the Veteran’s Administration (“VA”) with reference to the

reservation of jurisdiction in the divorce decree. The trial court concluded that Wife’s inability to

receive her share of the property division constituted a substantial change in circumstances.

Although the order that ruled on Husband’s objections did not provide an effective date for the

change to spousal support, the July 26, 2016, order provided that it was effective as of June 1,

2014.

{¶6} On December 27, 2017, the trial court journalized another order that purported to

amend the December 5, 2017, order nunc pro tunc by providing for a hearing to determine when

the change in spousal support would be effective:

This matter is remanded for further hearing to the Magistrate to determine what funds were already paid to [Wife] pursuant to the 2014 Divorce Decree, to determine the specific start date of the $1810.77 per month in spousal support to be paid to [Wife], to determine the specific dates that funds were already paid to [Wife], and CSEA shall conduct an audit to determine if an overpayment exists, with any overpayment to be adjusted and returned to [Husband]. The Magistrate is further instructed that the 2014 Divorce Decree provided that [Wife] was to receive $2,042 per month commencing June 1, 2014, for a period of fifteen months. [Wife] filed her Ex Parte Motion to Recharacterize Pension as Permanent Spousal Support on June 26, 2015. Any modifications or re-characterizations shall commence after the June 26, 2015 date of filing.

(Emphasis omitted.) On January 4, 2018, Husband appealed from the July 26, 2017, judgment

pursuant to App.R. 4(B)(2)(c) in C.A. No. 28919. This Court issued an order requiring Husband 4

to file a docketing statement with a copy of the judgment that he was appealing attached. Husband

did not comply, and this Court dismissed his appeal on that basis.1

{¶7} On July 27, 2018, Husband moved the trial court to reconsider the December 27,

2017, nunc pro tunc entry, but his motion did not address the language in that order that purported

to amend the December 5, 2017, order. Instead, the motion requested the trial court to reconsider

the substance of its July 26, 2016, judgment and the December 5, 2017, order that overruled his

objections. The trial court denied the motion for reconsideration on August 28, 2018, noting that

the “[t]he [Civil Rules] do not prescribe motions for reconsideration after a final judgment in the

trial court.” Husband filed another appeal in C.A. No. 29182, but he moved to dismiss that appeal

based on his own assessment that the trial court’s order was not final and appealable. This Court

construed his motion as a motion to voluntarily dismiss the appeal under App.R. 28 and granted it

as such without making a determination regarding our jurisdiction.

{¶8} On June 6, 2019, the magistrate issued an order in conformity with the purported

nunc entry of December 27, 2017. In that order, the magistrate reiterated some aspects of the July

26, 2016, judgment and the December 5, 2017, order that ruled on Husband’s objections. The

magistrate concluded that the commencement date for spousal support was June 1, 2014, as the

trial court had previously determined, and noted that according to CSEA’s records, Husband had

paid $80,059.40 to Wife.

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2020 Ohio 3953, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jose-v-jose-ohioctapp-2020.