Marriage of Nelson

CourtCalifornia Court of Appeal
DecidedOctober 30, 2025
DocketG064256
StatusPublished

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Bluebook
Marriage of Nelson, (Cal. Ct. App. 2025).

Opinion

Filed 10/30/25

CERTIFIED FOR PARTIAL PUBLICATION *

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FOURTH APPELLATE DISTRICT

DIVISION THREE

In re the Marriage of GLENN RUSSELL and KATHY SCHROEDER NELSON.

GLEN RUSSELL NELSON, G064256 Appellant, (Super. Ct. No. 21D002013) v. OPINION KATHY SCHROEDER NELSON,

Respondent.

Appeal from a judgment of the Superior Court of Orange County, Nancy Wieben Stock, Temporary Judge. (Pursuant to Cal. Const., art. VI, § 21.) Affirmed. Law Offices of Thomas M. McIntosh, Tomas M. McIntosh; Law Offices of John J. Brunelli and John J. Brunelli for Appellant.

*Pursuant to California Rules of Court, rules 8.1105(b) and

8.1110, this opinion is certified for publication with the exception of part IV of the Discussion section. Seastrom Tuttle & Murphy, Thomas W. Tuttle; Stephen Temko for Respondent. * * * This is an appeal following a judgment in a marital dissolution case between Glen Nelson (Glen) and Kathy Nelson (Kathy). 1 Glen claims the court made numerous errors. First, he claims Family Code section 4360, 2 which expressly permits security for spousal support after death, violates section 4337, which states support terminates on death. Second, there was insufficient evidence to support such an order in this case. Third, security for support is a drastic remedy which was unmerited by the facts of this case. Finally, Glen claims the court abused its discretion by denying his motion to modify spousal support based on Kathy’s alleged cohabitation. With respect to the first argument, we find it has no legal merit based on long-established principles of statutory interpretation. As to whether security for support was warranted here, we conclude the evidence amply establishes the order was necessary and appropriate in this case. The third claim, that section 4360 is a “drastic remedy,” appears to be an unfounded attempt to add nonstatutory elements to a court’s required findings. It is without merit. In the unpublished part of the opinion, we reject Glen’s claim that the court abused its discretion by denying a posttrial request for an order to modify or eliminate spousal support.

1 Due to common surnames, we refer to the parties by their first

names. (In re Marriage of Smith (1990) 225 Cal.App.3d 469, 475–476, fn. 1.)

2 Subsequent statutory references are to the Family Code unless

otherwise indicated.

2 STATEMENT OF FACTS AND PROCEDURAL HISTORY A. Marriage, Separation, and Temporary Orders 3 The parties were married in 1984. A few days prior to their marriage, they entered into a premarital agreement. The parties later stipulated the premarital agreement was valid with the exception of the spousal support provision. Glen filed for dissolution on April 2, 2021. According to Kathy, they separated on February 24, 2021. Thus, the marriage lasted over 36 years. They had one child who was no longer a minor. In December 2021, the parties stipulated to temporary orders. Kathy was to be paid $19,000 a month for spousal support, from which she was to pay the mortgage on the family’s Newport Beach home. She was also granted temporary possession of the home.

3 Glen’s briefing is problematic. Nearly his entire Statement of

Facts cites to the register of actions as evidence of certain facts, but without the underlying documents, the register is not useful for establishing anything except the date a document was filed. We disregard facts with no pertinent record citation. (Del Real v. City of Riverside (2002) 95 Cal.App.4th 761, 768; Schubert v. Reynolds (2002) 95 Cal.App.4th 100, 109.) Further, Glen’s reply brief is organized very differently from his opening brief, and it appears to raise issues not discussed in his opening brief. This is improper, and any such issues are disregarded. (Schubert v. Reynolds, supra, 95 Cal.App.4th at p. 108.)

3 B. Spousal Support Issues We limit our discussion of the issues at trial to those related to security for spousal support, which is the focus of this appeal. Trial began in a JAMS proceeding in October 2022. Both Glen and Kathy briefed this issue prior to trial. Glen was 78 years old at that time, 13 years older than Kathy, and had no relevant life insurance policies. He estimated his net worth exceeded $24 million. Kathy’s brief stated she had a Bachelor’s degree and an active CPA license. She worked from 1984 until 1989. Thereafter, she was primarily a stay-at-home mother and homemaker. Kathy was a caregiver for both of Glen’s parents before they passed away. She also devoted time to Glen’s health care needs, resigning from her job as a tax accountant in 1989 to provide Glen full-time care after cancer surgery. She later cared for him following another cancer surgery in 2010 and open heart surgery in 2011. Her more recent work experience had been informal, “serving as the family accountant, tax preparer, and chief financial advisor for the Nelson family businesses” from 1986 through 2020. She also worked part time as a seasonal tax preparer. She argued that at age 64, “[s]he would need years of additional practical experience and work history before becoming competitive in today’s job market with a full-time position . . . .” Kathy contended that she will need to rely on spousal support for survival and to maintain the marital standard of living. She requested an annuity or security for support of $3.5 to $4 million. Glen’s brief contended that section 4360 only applied to the maintenance of existing life insurance policies, and there were none in the instant case. He then appears to concede the court can order security, stating without citation, that “[i]t is a rare, drastic, and unusual remedy,” under

4 “very unique” facts. As relevant here, he then goes on to state that Kathy’s share of the marital home, a car, and an IRA, 4 are “substantial assets,” and contends Kathy knew of the age difference between them when they married. Kathy, Glen asserted, “should have anticipated that Glen (male) would die at least 13 years before she (female) dies.” Glen urged the court to deny a security order. During trial, a forensic accountant, Andrew Hunt, testified as to the amount of security that would be needed for different time periods and amounts of support. For example, support of $15,000 a month for 20 years would require $2.475 million in security, while $20,000 a month for the same period would require $3.3 million. The parties filed closing briefs, and both addressed the issue of security for support. The statement of decision, filed in June 2023, set forth the court’s analysis on the issue of spousal support, and ultimately ordered Glen to pay Kathy $20,000 a month until the death of either party, Kathy’s remarriage, or a further court order. The court found the marital standard of living was $29,635 per month. The marital home, without objection by Kathy, was awarded to Glen. Kathy also had roughly $1.2 million in investments. The court’s statement of decision also reflects a ruling in Kathy’s favor on the security for support issue: “The circumstances of this case render a Family Code section 4360 order just and reasonable. Kathy will need to rely on spousal support the rest of her life. She has no capacity to ever support herself at or near the marital standard of living, otherwise. Glen leaves the marriage with a multi-million-dollar separate property estate and substantial

4 The court later valued the IRA at $127,000.

5 investment income. There is a lack of any substantive community property estate. The only community property, given Glen’s 2640 credits, is a partial interest in the family residence. Glen has a substantial separate property estate, with a net worth of close to $25 million, Kathy owns minimal assets.

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