Marriage of Gartman CA3

CourtCalifornia Court of Appeal
DecidedFebruary 2, 2015
DocketC071200
StatusUnpublished

This text of Marriage of Gartman CA3 (Marriage of Gartman CA3) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marriage of Gartman CA3, (Cal. Ct. App. 2015).

Opinion

Filed 2/2/15 Marriage of Gartman CA3 NOT TO BE PUBLISHED California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

COPY

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA THIRD APPELLATE DISTRICT (Shasta) ----

In re Marriage of MICHELLE P. AND C071200 JON GARTMAN

MICHELLE P. GARTMAN, (Super. Ct. No. 160867)

Appellant,

v.

JON GARTMAN,

Respondent.

Michelle P. Gartman appeals from a post judgment order denying her motion to modify spousal support and her request for attorney fees. Michelle contends the trial court misapplied the law regarding changed circumstances and failed to make the relevant, statutory findings for denying both her motion to modify spousal support and her request for attorney fees.

1 Michelle elected to proceed on an appellant’s appendix. (Cal. Rules of Court, rule 8.124.) Thus, the appellate record does not include a reporter’s transcript, agreed statement, or settled statement of the hearings in this matter. This is referred to as a judgment roll appeal. (Allen v. Toten (1985) 172 Cal.App.3d 1079, 1082.) On the face of this record, no error has been established. Accordingly, we affirm the trial court’s orders.

FACTS AND PROCEEDINGS

A. 2008 Judgment

In 2008, a trial was held to resolve several disputed issues regarding dissolution of the parties’ marriage. One of the issues litigated was spousal support. In support of their respective positions, Michelle and Jon each filed a current income and expense declaration. In her declaration, Michelle declared her estimated monthly expenses were $8,439. Michelle also declared her monthly income was investment income she received from “Wolf Pack, LLC” (hereinafter Wolfpack) which averaged approximately $8,333 each month; she also had real estate valued at approximately $700,000. In his income and expense declaration, Jon declared his average monthly income to be $17,303 in salary or wages, approximately $16,666.67 in bonuses, and $1,000 in dividends or interest income. Jon also had $2,000 in deposit accounts and $450,000 in real and personal property. Jon’s estimated monthly expenses in March 2008 totaled $9,450. Following trial the court issued a tentative decision, which in July 2008 was incorporated into a judgment dissolving the parties’ marriage. The judgment “confirmed to [Michelle] as her separate property . . . [a]ll interest in Wolf Pack LLC as well as any post separation Wolf Pack disbursements.” The judgment also included an order for postjudgment spousal support, payable to Michelle as follows: “(a) $3,000.00 per month and 30% of [Jon’s] annual bonus to commence on April 1, 2008 and to end on March 31, 2013. The bonus shall be determined for the current year by reference of the preceeding

2 [sic] year. For example, the 2008 spousal support bonus component shall be one twelfth of the 2007 bonus. “(b) $2,000.00 per month and 20% of [Jon’s] annual bonus to commence on April 1, 2013 and to end on March 31, 2018. “(c) $1,000.00 per month and 10% of [Jon’s] annual bonus to commence on April 1, 2018 and to end on March 31, 2023. “(d) Spousal support shall terminate on the death of either party or the remarriage of [Michelle]. “(f) The factors considered by the court in determining spousal support are as found in Exhibit ‘A’ attached hereto.”

B. Michelle’s Motion to Modify Spousal Support

On September 1, 2011, Michelle filed a motion to modify spousal support, and sought $10,000 in attorney fees. In support of her motion, Michelle declared that she was no longer receiving the monthly income from Wolfpack. She explained that Wolfpack was a “Family Limited Partnership” created by her sister and her sister’s husband. Michelle’s sister and her sister’s husband “graciously named several family members, including [Michelle], as proportional beneficiaries of Wolfpack,” but Michelle had no control over the distribution of funds from Wolfpack. As of 2010, Michelle declared, her sister and her sister’s husband had liquidated all of Wolfpack’s assets. Accordingly, Michelle would no longer be receiving distributions. This, Michelle argued, was a change of circumstances warranting a modification of spousal support. It was her understanding that in 2008, when the trial court determined the amount of spousal support Jon would pay, “[t]he court knew that, for so long as I received funds from Wolfpack, this would provide a source of income that would be combined with the spousal support I received.” Michelle further argued

3 that without the monthly income from Wolfpack, she was no longer able to maintain the marital standard of living, which she believed Jon continued to enjoy. Michelle described herself as “an elderly woman (now 60 years old)” who recently had surgery and radiation treatment for breast cancer. She also described her efforts to become self-supporting, which by then included purchasing “a small boutique” in the area in which she lives. It was Michelle’s belief that if the trial court did not increase Jon’s monthly support obligation, she would be required to live on less than $4,000 each month (plus 30 percent of any bonus Jon receives), while Jon’s monthly income “could be as much as $15-30,000. . . .” Michelle declared her current monthly income to be limited to the spousal support she received from Jon and approximately $300 from a rental property in New Hampshire. Michelle also identified approximately $5,000 to $10,000 in deposit accounts, as well as assets whose value she estimated to be between $290,000 and $355,000. Michelle estimated her monthly expenses to be approximately $12,610. She also declared that she already paid her attorney “over $25,000” and continued to owe him “over $10.000.” Jon opposed Michelle’s motion. In support of his opposition, Jon declared it was his recollection that at the trial in 2008, Michelle “claimed that she would not have the Wolfpack income and was asking that support be based on her not having any income, or at most marginal income.” Jon also declared that his “financial condition [was] much worse” than it was when judgment was entered in 2008. Jon received no bonuses in 2008, 2009, or 2010 (though he received a $49,950 bonus in 2011), and his only increase in salary since 2008 was a 2.4 percent increase in 2010. In his declaration, Jon also explained that he currently had mortgages on three homes and each of them had a current value that was less than the debt on the property. He rented those homes he did not live in, but the rents did not cover the monthly expenses. Jon took out a loan to make the $238,040 equalization payment to Michelle ordered by the court in the 2008 judgment, and when the stock market “dropped

4 significantly” he “had to sell everything to pay off the loan.” Jon also previously cosigned car loans for the parties’ adult daughter, which he was now paying, and he was forced to liquidate “most of the retirement accounts” to “make ends meet and avoid default on the various loans [he] assumed in the divorce.” Accordingly, Jon’s retirement accounts were reduced to approximately $155,000. In sum, Jon’s average monthly income (including overtime) at the time of trial was $22,146. He was losing, on average, $500 each month on his rental properties, and his assets were valued at negative $403,233. Jon’s estimated and actual monthly expenses totaled $22,274, including spousal support and the car payments for their adult daughter’s car. In his trial brief, Jon argued that the elimination of Michelle’s monthly distributions from Wolfpack was not a changed circumstance.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Brewer v. Simpson
349 P.2d 289 (California Supreme Court, 1960)
Denham v. Superior Court
468 P.2d 193 (California Supreme Court, 1970)
Ehrler v. Ehrler
126 Cal. App. 3d 147 (California Court of Appeal, 1981)
National Secretarial Service, Inc. v. Froehlich
210 Cal. App. 3d 510 (California Court of Appeal, 1989)
Allen v. Toten
172 Cal. App. 3d 1079 (California Court of Appeal, 1985)
Estate of Hoffman
213 Cal. App. 2d 635 (California Court of Appeal, 1963)
Guthrey v. State of California
63 Cal. App. 4th 1108 (California Court of Appeal, 1998)
Riley v. Dunbar
130 P.2d 771 (California Court of Appeal, 1942)
People v. Hardy
825 P.2d 781 (California Supreme Court, 1992)
Ketchum v. Moses
17 P.3d 735 (California Supreme Court, 2001)
Mammoth Lakes Land Acquisition, LLC v. Town of Mammoth Lakes
191 Cal. App. 4th 435 (California Court of Appeal, 2010)

Cite This Page — Counsel Stack

Bluebook (online)
Marriage of Gartman CA3, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marriage-of-gartman-ca3-calctapp-2015.