Marriage of Estes

2017 MT 67, 391 P.3d 752, 387 Mont. 113, 2017 Mont. LEXIS 201, 2017 WL 1155804
CourtMontana Supreme Court
DecidedMarch 28, 2017
DocketDA 16-0414
StatusPublished
Cited by3 cases

This text of 2017 MT 67 (Marriage of Estes) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marriage of Estes, 2017 MT 67, 391 P.3d 752, 387 Mont. 113, 2017 Mont. LEXIS 201, 2017 WL 1155804 (Mo. 2017).

Opinion

JUSTICE McKINNON

delivered the Opinion of the Court.

¶1 Michael Andrews Estes (Michael) appeals from the Findings of Fact, Conclusions of Law, and Decree of Dissolution entered June 17, 2016, by the First Judicial District Court, Lewis and Clark County. We affirm.

¶2 Michael presents the following issues for review:

1. Whether the District Court abused its discretion by excluding premarital property from the marital estate.
2. Whether the District Court abused its discretion in apportioning the marital estate.
3. Whether the District Court abused its discretion by denying Michael maintenance.
4. Whether the District Court abused its discretion by denying Michael attorney fees.

FACTUAL AND PROCEDURAL BACKGROUND

¶3 Michael and Beverly Sue Estes (Beverly) were married on September 14,2002. Both had been married previously. Relevant here, upon Beverly’s dissolution in 1999 to her previous husband, Beverly was awarded multiple financial accounts and Dana’s Point, a waterfront residence on Hauser Lake that she and her previous husband had built and in which she currently resides. Dana’s Point, along with 127.5 acres, was awarded to Beverly in lieu of her share in the business Beverly and her former husband had built. The property was owned by Beverly at the time of her marriage to Michael and had no debt attached to it prior to or during the parties’ marriage. Beverly, who is 60 and retired, is dependent upon the income from the financial accounts she acquired as a result of her prior dissolution, which are in excess of $400,000. Beverly’s income from these accounts varies; however, in 2015 it was $36,674.

*115 ¶4 When Michael and Beverly first met, Beverly was residing at Dana’s Point and Michael was residing in a trailer. Michael’s past employment history was that of a laborer in the building trades. He did not work year round and would collect unemployment during the time he was off. Between the time the parties were married in 2002 and until 2007, Michael estimates he earned between $20,000 and $22,000 annually. The District Court found that Michael’s testimony regarding employment after 2007 could not be given much weight since “[he] testified he either could not recall or would ‘guess’ in response to questioning.” Beverly alleges Michael stopped working full time at 55 years of age, which would have been in 2008. Michael currently continues to work sporadically for Myron Laib, on a cash basis, doing handyman work. Michael receives $1,175 per month in Social Security.

¶5 Upon their marriage, Beverly paid off the remaining $15,000 owed on the trailer Michael was living in. Michael and Beverly decided to sell the trailer and that Michael would move in with Beverly at Dana’s Point. Their combined income was approximately $50,000 a year. While married to Beverly, Michael gave Beverly his paychecks to help pay monthly bills. Beverly separately maintained her investments in her existing premarital accounts, except that she used income from a premarital D.A. Davidson account to start a D.A. Davidson IRA and a Roth IRA in Michael’s name. At the time of Michael and Beverly’s dissolution, these two IRAs were valued at $83,000. The District Court found that “Michael did not take any discernable steps to insure for his future during his work life” and that “[i]t is as a result of the marriage and the actions by Beverly that Michael now has two separate retirement accounts from which to augment his Social Security.”

¶6 In 2014, Michael was diagnosed with lung cancer. Although at the time of trial Michael’s previous treatments appeared successful and no further treatment was scheduled, there was no evidence presented that Michael was cancer-free. Beverly is in good health.

¶7 In June of 2015, Beverly asked Michael to move out of Dana’s Point. When Beverly asked Michael to leave, he left with $7,000 cash and a motorhome valued at over $15,000. Since that time, Michael has lived in the motorhome in Montana. After the separation, Michael’s mother in Arizona also gave him a motorhome so that when the weather in Montana prevents Michael from continuing to reside in the Montana motorhome, he resides in the Arizona motorhome. The Arizona motorhome was not valued at trial because Michael failed to disclose its existence.

¶8 Michael filed for dissolution on September 10,2015. A hearing was held April 27, 2016. On June 17, 2016, the District Court issued its *116 Findings of Fact, Conclusion of Law, and Decree of Dissolution. The District Court awarded Michael all of his personal property; the Montana motorhome; the $7,000 cash he left with when the parties separated; the Canyon Ferry property which had been gifted jointly to the parties and valued at $11,000; a Helena Credit Union account, valued at $9,021; 50% of a Helena Credit Union account that was jointly held, approximately $528.52; 25% of a D.A. Davidson IRA jointly held, approximately $9,127; both of the IRA accounts in his name; and all the vehicles in his possession. Finally, Michael was awarded a cash payment of $5,500 for his 50% interest in the value of the parties’ recreational vehicles. Beverly was awarded the remainder of the estate; including multiple vehicles, various premarital accounts totaling $408,139, and all of the interest in the Dana’s Point residence.

¶9 The District Court also considered Michael’s request for maintenance and found that Michael had sufficient assets and income to provide for his needs. The court noted that Beverly’s annual income of approximately $36,674 was adequate to pay her own expenses, but insufficient to pay Michael’s. The court found that Michael has $1,175 per month in Social Security and listed only $824 per month in living expenses. The court determined Michael was able to augment his income with the $83,000 in the IRA accounts that Beverly funded with premarital funds and, additionally, that Michael was able to work as a handyman, if he chose. The District Court also found the parties should be responsible for their attorney fees.

¶10 Michael timely appealed the District Court’s Findings of Fact, Conclusions of Law, and Decree of Dissolution.

STANDARD OF REVIEW

¶11 “A district court’s interpretation of a statute is a conclusion of law that we review de novo for correctness.” In re Marriage of Funk, 2012 MT 14, ¶ 6, 363 Mont. 352, 270 P.3d 39. A district court’s division of marital property is reviewed to determine whether the court’s findings of fact are clearly erroneous and the conclusions of law are correct. “Absent clearly erroneous findings, we will affirm a district court’s division of property and award of maintenance unless we identify an abuse of discretion.” Funk, ¶ 6 (citing In re Marriage of Spawn, 2011 MT 284, ¶ 9, 362 Mont. 457, 269 P.3d 887).

¶12 “A finding of fact is clearly erroneous if it is not supported by substantial evidence, if the court misapprehended the effect of the evidence or if, upon reviewing the record, this Court is left with the definite and firm conviction that the district court made a mistake.” In re L.H., 2007 MT 70, ¶ 13, 336 Mont. 405, 154 P.3d 622.

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Cite This Page — Counsel Stack

Bluebook (online)
2017 MT 67, 391 P.3d 752, 387 Mont. 113, 2017 Mont. LEXIS 201, 2017 WL 1155804, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marriage-of-estes-mont-2017.