Marriage of Greenway CA4/3

217 Cal. App. 4th 628, 158 Cal. Rptr. 3d 364
CourtCalifornia Court of Appeal
DecidedJune 3, 2013
DocketG045949
StatusUnpublished
Cited by24 cases

This text of 217 Cal. App. 4th 628 (Marriage of Greenway CA4/3) 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 Greenway CA4/3, 217 Cal. App. 4th 628, 158 Cal. Rptr. 3d 364 (Cal. Ct. App. 2013).

Opinion

*631 Opinion

O’LEARY, P. J.

After 48 years of marriage, Lyle B. Greenway (Lyle) sought legal separation from Joann Greenway (Joann). 1 At first, Joann filed a response also seeking legal separation, but later she objected to ending the marriage or dividing the estate valued at several million dollars. She asserted Lyle was mentally incompetent and their son, Kurt Greenway (Kurt), was controlling the situation. The parties agreed to have the matter heard by retired Judge Thomas R. Murphy on the sole issue of whether Lyle was capable of making a reasoned decision regarding his marital status. The trial court reviewed written arguments and heard testimony from Lyle, Joann, their three adult children, Lyle’s elder law attorney, the family accountant, and four health care professionals who had evaluated and assessed Lyle’s mental state. The court determined Lyle was mentally capable of making a reasoned decision to end his marriage. The court granted Lyle’s request for status-only dissolution of his marriage to Joann.

On appeal, Joann asserts (1) the record does not contain sufficient evidence that irreconcilable differences resulted in an irremediable breakdown of the marriage; (2) there was insufficient evidence Lyle had the capacity to understand the meaning of the concepts critical to the dissolution of a marriage; and (3) the court’s conclusions regarding Lyle’s dementia are not supported by substantial evidence. We conclude Joann’s arguments lack merit, and we affirm the court’s ruling.

I

Lyle and Joann were married on August 19, 1961. They have three adult children, Nick Greenway (Nick), Kurt, and Lyle Greenway, Jr., (hereafter referred to by his nickname “Guy” to avoid confusion).

On May 28, 2010, Lyle, a 76-year-old retired dentist filed a petition for legal separation, declaring under penalty of perjury his request was based on irreconcilable differences. He was represented by counsel.

Joann, 72 years old, was served with the summons and petition on June 2, 2010. After Lyle granted her an extension, on July 15, 2010, Joann (representing herself) filed a response also requesting legal separation based on irreconcilable differences. She confirmed the date of separation was May 27, 2010.

*632 The following month, Lyle requested trial preference on the basis of his age and failing health. He filed a declaration stating he moved out of the family residence in 2009, and was living alone in the Newport Beach Plaza Retirement Community (Newport Beach Plaza). On July 2, 2010, he was hospitalized due to a knee infection that required surgery. Lyle stated he was currently recovering in a skilled nursing facility. Lyle stated his recovery had been hampered because his immune system was weakened by the chemotherapy treatments he received to treat lymphoma. Lyle noted Joann was taking too long to complete the paperwork and needed to move forward with the case. She was given an extension to file her response, and she had not yet completed a preliminary declaration of disclosure.

Lyle declared, “I would like my legal separation case over as quickly as possible because I fear that due to my failing health, I may not make it much longer, or that something will happen to me which prevents me from fully participating in these proceedings. [Joann] has tried to control my health care decisions since I was admitted to the hospital . . . despite the fact that she does not have the ability to do so. I have an advanced health care directive [in place since November 20, 2009] as I do not want [Joann] trying to control my health situations. ... I believe that [Joann] will assert herself in any manner possible in this litigation that is to my detriment. [She] has a way of trying to control every situation I am in and I fear that I may not be able to protect myself in these proceedings should something else happen to my health. I have a substantial interest in my legal separation case and want to protect myself by making sure I can actively participate in my case.”

In September 2010, Joann (now represented by counsel), filed an amended response claiming the parties were not separated and objecting to legal separation or dissolution of the marriage. She also opposed the motion for trial preference. She alleged Lyle was not seeking legal separation or trial preference “knowingly or of his own volition.” She stated, “I believe the foregoing actions were conceived and orchestrated by our son Kurt, who manipulated [Lyle] into filing this action . . . against his will.” She requested the court essentially stay the proceedings until Lyle has undergone “a formal neurological/psychological examination” to determine if Lyle’s legal separation request was voluntary.

Joann provided the following evidence to support her claim. First, she asserted Lyle suffered from “cognitive impairment and short term memory loss.” She stated that in July 2010, Andrew Oscar Schreiber, a neurologist, neurosurgeon, and friend of the family, informally examined Lyle and believed bis short-term memory loss may be the result of “metabolic insults” or “hydrocephalus.” Joann speculated Lyle’s condition provided Kurt and the family’s accountant for the past 20 years, Thomas G. Donovan, “the opportunity” to secure powers of attorney.

*633 Joann said she was not aware that in November 2009, Donovan was granted power of attorney over Lyle’s financial affairs and Kurt was granted power of attorney over health care decisions. These documents were prepared and supervised by Attorney Donna R. Bashaw, a certified elder law attorney. Joann believed Kurt’s motivation was to take control of the family’s assets. She added that Kurt was upset with her because she would not let him purchase Lyle’s dental practice. She explained Kurt, also a dentist, offered to pay $400,000 for the practice but because she did not think he would be able to secure financing, she and Lyle sold it for $520,000 to a third party. Joann said it was highly suspicious this transaction occurred just six weeks before Kurt and Donovan secured their respective powers of attorney over Lyle’s affairs.

Finally, Joann stated the motion for preference should not be granted because Lyle failed to provide the court with proof about his medical condition. She stated his knee surgery does not “rise[] to the level of a medical condition that would necessitate an advanced trial date.” Joann submitted an e-mail written by Lyle’s counsel to establish his condition was not as bad as Lyle claimed. Counsel wrote Lyle was “in excellent shape” on one day (Aug. 26, 2010). Joann concluded her declaration by stating she did not want her marriage to end and she wanted to continue to visit and care for Lyle on a daily basis; “I want to continue our relationship for as long as we both shall live.” She stated an advanced trial date would deprive her of her due process rights to discovery, would preclude a neurological examination of Lyle, and would make things difficult because the marital estate was valued “at several million dollars.” She explained, “An estate of this size and complexity cannot be divided overnight without adequate accounting, depositions and other discovery.”

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Cite This Page — Counsel Stack

Bluebook (online)
217 Cal. App. 4th 628, 158 Cal. Rptr. 3d 364, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marriage-of-greenway-ca43-calctapp-2013.