Lucas, D. v. Daum, J.

CourtSuperior Court of Pennsylvania
DecidedJune 15, 2015
Docket598 WDA 2014
StatusUnpublished

This text of Lucas, D. v. Daum, J. (Lucas, D. v. Daum, J.) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lucas, D. v. Daum, J., (Pa. Ct. App. 2015).

Opinion

J-A04011-15

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

DONALD S. LUCAS, IN THE SUPERIOR COURT OF PENNSYLVANIA Appellee

v.

JENNIFER R. DAUM,

Appellant No. 598 WDA 2014

Appeal from the Order March 20, 2014 In the Court of Common Pleas of Fayette County Civil Division at No(s): 1913 OF 2011, G.D.

BEFORE: BOWES, OLSON, and STRASSBURGER,* JJ.

MEMORANDUM BY BOWES, J.: FILED JUNE 15, 2015

Jennifer R. Daum (“Wife”) appeals from the March 20, 2014 equitable

distribution order. After thorough review, we reverse and remand with

instructions.

Wife and Donald S. Lucas (“Husband”) married on June 19, 1993,

separated on April 11, 2011, and were divorced on June 3, 2014. It was the

first marriage for both parties. Husband and Wife share physical custody of

two minor children who were born of the marriage.

At the time of the divorce litigation, Husband was a Pennsylvania State

Trooper assigned to the Bureau of Investigation, Computer Crime Unit with

nineteen years of service. He also performed services as a forensics ____________________________________________

* Retired Senior Judge assigned to the Superior Court. J-A04011-15

specialist with the Public Agency Training Council (“PATC”) and his duties

involved the training of individuals in computer forensics all over the United

States. In addition to his $85,000 per year salary from the Pennsylvania

State Police, Husband earned an additional $8,000 to $18,000 per year at

this secondary employment.

Wife is a teacher with approximately fourteen years’ experience,

twelve and one-half years of which counts toward her twenty-five year

eligibility for the Public School Employees Retirement System. For nine

years, she has been employed as a secondary level history teacher in the

Charleroi School District. At the time of the hearing, Wife was earning

$45,718 per year. She explained that this included a $400 per month credit

she received for opting out of the School District’s health insurance

coverage. Since she would no longer be covered under Husband’s plan as of

the date of the divorce, she would lose that credit and incur a monthly

deduction from her paycheck for coverage through her employer. Wife

testified that, pursuant to the teachers’ contract, she would be entitled to a

substantial bump in salary in August 2018 that would increase her earnings

to $70,000 per year.

The parties purchased two homes during the marriage. Their first

home was located on Franklin Street in Uniontown. After they purchased

their second home on Smock Street in 2003, they rented out the Franklin

Street house. Following separation, the Franklin Street property was sold at

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short sale. The marital home on Smock was sold after the master’s hearing

and yielded net proceeds of $54,572.97. It was undisputed that Wife

contributed $47,500 from an $80,000 inheritance as the down payment for

the purchase of that home.

A hearing was held before Master John Zeglen on July 29 and 30,

2013. He issued his report and recommendations on November 20, 2013.

The master recommended that the trial court grant a divorce under Section

3301(c) of the Divorce Code; that Wife receive alimony of $435 per month

until August 2018; that the parties pay their own fees and costs not

otherwise addressed, including their respective shares of the Special

Master’s fee; that the parties retain ownership of any current life insurance;

and that the proceeds of the marital home be distributed $30,000 to Wife

and $24,572.97 to Husband. The master also awarded the parties specific

marital assets and assigned responsibility for the marital debts.

Exceptions were filed by both parties, together with briefs, and oral

argument was held on March 13, 2013. While exceptions were pending,

Wife sought injunctive relief from the trial court. She represented that

Husband submitted a letter of resignation dated March 5, 2014, to the

Pennsylvania State Police. Based upon her belief that Husband could elect

to receive a substantial lump sum distribution from his pension and fearing

that the pension proceeds would be dissipated, Wife asked the trial court to

enjoin disbursement of the pension to Husband until the exceptions had

-3- J-A04011-15

been finally decided. On March 17, 2014, the trial court entered an order

that neither party could sell, alienate, or transfer any asset of the marital

estate until further order of court. On March 20, 2014, the trial court

overruled all exceptions and adopted the master’s recommendation. Wife

timely appealed and she presents ten issues for our review:

I) Whether the Court erred in its treatment, division and assignment of Husband’s pension since the contributions to the pension and the defined benefit plan portion were not in any manner properly evaluated, analyzed or divided notwithstanding that the separate pensions were the two most valuable marital assets.

II) Whether the Court erred by failing to address the patent error of the Master’s report which only examined the contributions of the parties to their pension and did not divide, assign or distribute the much larger component of the defined benefit part of the pension which will pay Husband considerably more than Wife.

III) Whether the Court erred by failing to Order that the defined benefits portion of the parties’ pensions should be subject to a Qualified Domestic Relations Order upon retirement of the parties with an equitable division between the parties.

IV) Whether the court erred by failing to equitably divide the Husband’s contributions to his pension, said contributions constituting an entirely separate asset than the monthly benefits Husband will receive as part of his defined pension plan.

V) Whether in affirming the Master’s report, the Honorable Court failed to consider all relevant factors and circumstances, including, but not limited to, the eleven factors outlined in section 3502 of the Divorce Code and Pa.R.C.P. 1920.54.

VI) Whether the Court erred and failed to apportion the marital debt based upon income and the ability to pay,

-4- J-A04011-15

and, in the process, the Wife was assigned almost three times the amount of marital debt than that assigned to Husband.

VII) Whether the Court erred by failing to equitably divide the proceeds from the sale of the marital home after finding that the Wife made a substantial contribution of $47,500.00 from an inheritance as a down payment on the marital home.

VIII) Whether the Court erred by placing erroneous or inflated values on the personal property of the parties, such as the value of firearms.

IX) Whether the Court erred in affirming a very nominal payment of alimony to [Wife] where the record supported a finding that a greater award of alimony was necessary as per the relevant factors set forth in 23 Pa.C.S.A. §3701 and Pa.R.C.P. 1920.54(b).

X) Whether the Court erred by failing to award Wife any portion of counsel fees whenever the Master found a huge disparity in income and marital fault attributed to Husband.

Appellant’s brief at 4-5. The Argument portion of Wife’s brief is divided into

six sections: Pension, Alimony, Division of Proceeds from Sale of the Marital

Home, Assignment of Marital Debt, Personal Property, and Counsel Fees.

We will address Wife’s arguments in that order.

In certain counties, as is the case herein, a master conducts a hearing

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