Maiorana v. Maiorana, Unpublished Decision (7-23-2004)

2004 Ohio 3925
CourtOhio Court of Appeals
DecidedJuly 23, 2004
DocketCase No. 2003-L-067.
StatusUnpublished
Cited by1 cases

This text of 2004 Ohio 3925 (Maiorana v. Maiorana, Unpublished Decision (7-23-2004)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law.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
Maiorana v. Maiorana, Unpublished Decision (7-23-2004), 2004 Ohio 3925 (Ohio Ct. App. 2004).

Opinion

OPINION
{¶ 1} Appellant, Daniel Maiorana, appeals the April 7, 2003 judgment entry of the Lake County Court of Common Pleas, Domestic Relations Division, in which the trial court ordered that appellee, Susan P. Maiorana, prepare and submit a qualified domestic relations order ("QDRO") and a domestic relations order ("DRO") distributing appellant's Metropolitan Life ("Metlife") Annuity.

{¶ 2} Appellant and appellee were married on October 21, 1978, and one child was born as issue of the marriage, who is emancipated. Appellee filed for divorce on October 11, 2000. A divorce decree was entered on February 21, 2001, and it incorporated a separation and property settlement agreement. For purposes of this appeal, the relevant portion of the divorce decree states that:

{¶ 3} "IT IS FURTHER ORDERED, ADJUDGED AND DECREED that a separate [QDRO] may be issued in this matter. The litigantsshall take all action necessary to prepare and present forsignature and filing any QDRO required by this judgment entry. Nojust cause for delay exists.

{¶ 4} "IT IS FURTHER ORDERED, ADJUDGED AND DECREED that tothe extent permitted by law, the Rockwell and Metlife definedbenefit pension (annuity) shall be converted to non-survivorshippayout." (Emphasis added.)1

{¶ 5} The separation and property settlement agreement at Section 2.5 provided that:

{¶ 6} "The parties shall divide [appellant's] defined benefit pension (consisting of an annuity with [Metlife] and a pension with Rockwell) by [QDRO] (to be prepared by[appellee])*, which is currently in payout status." (Emphasis added.)1

{¶ 7} The asterisk noted that the QDRO was to be "[b]ased ona coveture fraction using [appellant's] date of employment(7/1/72), the date of marriage and February 15, 2001." (Emphasis added.)1

{¶ 8} On March 11, 2003, appellee through her attorney prepared a QDRO and submitted it to the trial court. The QDRO recognized the existence of an alternate payee's right to receive a portion of the participant's benefits under an employee sponsored defined benefit pension plan called the Rockwell Retirement Plan. On March 14, 2003, appellee through her attorney prepared a DRO "intended to divide a participant's annuity that was purchased through Reliance Electric Group Annuity Contract with [Metlife], GAC Number 9237," and that applied to the Metlife annuity. Appellee's attorney certified that the QDRO and DRO were sent to appellant at 7970 Mentor Avenue, Mentor, Ohio 44060, on March 11, 2003 and March 14, 2003, respectively. Both the QDRO and DRO were journalized by the trial court on April 7, 2003. Appellant timely filed the instant appeal and raises the following as error:

{¶ 9} "[1.] The trial court erred in approving appellee's [QDRO] when it was incorrect, as it failed to equalize the defined benefit pension according to coveture fraction regarding the [Metlife] Annuity.

{¶ 10} "[2.] The lower court erred in accepting the QDRO and DRO filed by [appellee], as it impermissibly expanded the benefits to which appellee was entitled to under the separation agreement and was filed without appellant's signature.

{¶ 11} "[3.] The trial court erred in accepting the QDRO and DRO, as they contained a survivorship clause and a continued jurisdiction clause contrary to the judgment entry of divorce."

{¶ 12} Under the first assignment of error, appellant alleges that the trial court erred in approving appellee's QDRO even though it was incorrect because it did not equalize the defined benefit pension according to the coveture fraction regarding the Metlife annuity.

{¶ 13} When presented with a pension or retirement fund, the trial court is charged with the goal of preserving the asset so that each party can procure the most benefit. Hoyt v. Hoyt (1990), 53 Ohio St.3d 177, 181. A trial court has broad discretion in formulating an equitable distribution of marital property. Berish v. Berish (1982), 69 Ohio St.2d 318, 319. The trial court's judgment will not be disturbed upon appeal unless that discretion is abused. Booth v. Booth (1989),44 Ohio St.3d 142, 144. The term abuse of discretion implies more than an error of law or judgment; rather, it implies that the trial court's attitude was unreasonable, arbitrary, or unconscionable.Blakemore v. Blakemore (1983), 5 Ohio St.3d 217, 219.

{¶ 14} A vested pension plan accumulated during marriage is a marital asset subject to distribution between the parties.Holcomb v. Holcomb (1989), 44 Ohio St.3d 128, 132. A trial court must determine the value of a pension but has considerable latitude regarding the method used in the valuation. Spurlock v.Spurlock (Dec. 15, 1995), 11th Dist. No. 94-A-0026, 1995 WL 869966, at 6.

{¶ 15} As mentioned above, the divorce decree provided that the Metlife defined benefit pension was to be converted to non-survivorship payout. The separation and property settlement agreement then stated that the parties were to divide appellant's defined benefit pension by QDRO based on a coveture fraction using appellant's date of employment, the date of the marriage, and the date of February 15, 2001. This is exactly what the QDRO and DRO provided, except that the QDRO and DRO fleshed out the agreement in much more detail, as was the purpose. The QDRO and DRO detailed when appellee would be entitled to begin distributions, how those distributions would be calculated, the effect of appellant's death, and other contingencies.

{¶ 16} In appellee's brief, she attached a September 3, 2003 letter from the administrator of Metlife to her attorney. However, we note that this letter is technically not part of the record before us and, therefore, we cannot consider it.

{¶ 17} If the provisions of the QDRO and DRO could not be any more detailed or inclusive than the language of the divorce decree, the QDRO and DRO would have served no purpose. Thus, it is our view that the trial court reasonably concluded that the language of the QDRO and DRO reflected the parties' agreement at the time of the divorce decree. Appellant's first assignment of error is without merit.

{¶ 18} For the second assignment of error, appellant argues that the trial court erred in accepting the QDRO and DRO filed by appellee because it impermissibly expanded the benefits to which appellee was entitled to under the separation agreement, and it was filed without appellant's signature.

{¶ 19} As discussed in the first assignment of error, the QDRO and DRO provided more detail than the separation and property settlement agreement.

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Bluebook (online)
2004 Ohio 3925, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maiorana-v-maiorana-unpublished-decision-7-23-2004-ohioctapp-2004.