Keith E. Beckner v. Gwendolyn A. Beckner

Court of Appeals of Texas·Decided February 5, 2009·No. 02-07-00456-CV·Published

Opinion

                                      COURT OF APPEALS

                                       SECOND DISTRICT OF TEXAS

                                                   FORT WORTH

                                        NO.  2-07-456-CV

KEITH E. BECKNER                                                              APPELLANT

                                                   V.

GWENDYLLYN A. BECKNER                                                     APPELLEE

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           FROM THE 322ND DISTRICT COURT OF TARRANT COUNTY

                                              ------------

                                MEMORANDUM OPINION[1]

                                              ------------

Keith E. Beckner appeals from the final decree divorcing him from Gwendyllyn A. Beckner.  We modify the final decree and affirm it as modified.

                                          Reimbursement


In his first issue, Keith argues that the trial court abused its discretion by awarding reimbursement in favor of Gwendyllyn=s separate estate because the  evidence was legally and factually insufficient to overcome the community property presumption.  We agree.

Gwendyllyn=s reimbursement claim concerned a rental house known as the Delta Court property, which the parties purchased for cash in 1995.  Both parties identified Delta Court as community property in their inventories.  Gwendyllyn testified that she withdrew approximately $35,000 from her 401(k) account and used that money to fund part of Delta court=s $47,000 purchase price.  She said that Delta Court was worth $99,000 at the time of trial and asked for @at least $35,0000 of that to go back to [her] separate estate.@

Keith testified that he withdrew $28,000 from his 401(k) account to partially fund the Delta Court purchase, and that after taxes the amounts he and Gwendyllyn removed from their respective 401(k) accounts equaled Delta Court=s purchase price.  He agreed that Gwendyllyn had withdrawn $35,000 from her 401(k) account to fund the Delta Court purchase, and his only comment on her reimbursement claim was, AI disagree with that claim.  It looks to me like she=s claiming it twice in her inventory.@


The jury returned an advisory verdict of $34,952.05 on Gwendyllyn=s reimbursement claim.  The trial court=s final decree ordered the parties to sell Delta Court and ordered the community estate to reimburse Gwendyllyn=s separate estate $34,952.05, with each party to bear half of the reimbursement. The trial court also awarded Keith=s separate estate $9,967.00 from the community, again with each party to bear half of the reimbursement.  Thus, the decree awarded net reimbursement to Gwendyllyn=s separate estate of $12,492.53, and the trial court rendered judgment in Gwendyllyn=s favor for that amount.[2]


Property possessed by either spouse during or on dissolution of marriage is presumed to be community property.  Tex. Fam. Code Ann. ' 3.003(a) (Vernon 2006).  A party seeking reimbursement for a benefit conferred on the community estate by the party=s separate estate must prove that the benefit arose from a separate estate by clear and convincing evidence.  See id. ' 3.003(b) (AThe degree of proof necessary to establish that property is separate property is clear and convincing evidence.@); Williams v. Williams, No. 02‑04‑00230‑CV, 2005 WL 1244678, at *2 (Tex. App.CFort Worth May 26, 2005, no pet.) (holding trial court erred by awarding reimbursement for real property allegedly purchased with funds husband withdrew from 401(k) account because husband did not demonstrate by clear and convincing evidence that 401(k) funds were separate property).  Claims for reimbursement are equitable claims falling within the discretion of the trial court.  Vallone v. Vallone, 644 S.W.2d 455, 459 (Tex.1982); Zeptner v. Zeptner, 111 S.W.3d 727, 735 (Tex. App.CFort Worth 2003, no pet.) (op. on reh=g).  An abuse of discretion does not occur as long as some evidence of substantive and probative character exists to support the trial court=s decision.  Butnaru v. Ford Motor Co., 84 S.W.3d 198, 211 (Tex. 2002).

There is no evidence in the record before us that the funds Gwendyllyn withdrew from her 401(k) account were and remained her separate property.  The only thing that comes close is her single statement that she want

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Related

Butnaru v. Ford Motor Co.
84 S.W.3d 198 (Texas Supreme Court, 2002)
Bushell v. Dean
803 S.W.2d 711 (Texas Supreme Court, 1991)
Zeptner v. Zeptner
111 S.W.3d 727 (Court of Appeals of Texas, 2003)
Vallone v. Vallone
644 S.W.2d 455 (Texas Supreme Court, 1982)