Marriage of Schmitt CA5

CourtCalifornia Court of Appeal
DecidedJuly 24, 2013
DocketF065650
StatusUnpublished

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Marriage of Schmitt CA5, (Cal. Ct. App. 2013).

Opinion

Filed 7/24/13 Marriage of Schmitt CA5

NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIFTH APPELLATE DISTRICT

In re the Marriage of JACQUELINE and DAVID SCHMITT.

JACQUELINE SCHMITT, F065650

Respondent, (Super. Ct. No. M-1502-FL-3753)

v. OPINION DAVID SCHMITT,

Appellant.

APPEAL from an order of the Superior Court of Kern County. John D. Oglesby, Judge. David Schmitt, in pro. per., for Appellant. No appearance for Respondent. -ooOoo- In this appeal, a husband challenges the trial court’s decision to uphold a marital settlement agreement. He contends the agreement was unenforceable on the grounds of duress, undue influence, fraud, and his lack of mental capacity. Husband’s ability to establish these grounds on appeal is hampered by the fact that (1) he did not object to any ambiguities or omissions in the statement of decision while the matter was before the trial court and (2) the record on appeal does not contain a reporter’s transcript of the oral testimony heard by the trial court. Based on the rules of law that require an appellant to affirmatively demonstrate reversible error, which include a requirement for presenting an adequate record for assessing the errors asserted, we conclude that the husband has failed to establish the grounds on which he claims the agreement is unenforceable and, thus, has failed to affirmatively show the trial court erred. We therefore affirm the judgment. FACTS AND PROCEDURAL HISTORY Appellant David Schmitt (David) and respondent Jacqueline Schmitt (Jacqueline) were married in November 2007. It was the second time they were married to each other. They have a daughter who was born in the spring of 1996. On May 7, 2010, they entered into a written postnuptial agreement for the purpose of defining their respective rights in property owned separately, jointly or as community property. The agreement also was signed by the lawyers representing David and Jacqueline. The enforceability of this agreement, which later became a marital settlement agreement, is the primary issue in this appeal as David has asserted several arguments for why the agreement is invalid. David’s July 2012 declaration asserts that (1) in April 2010 he believed his mind was not rational, he was not of sound mind, and he was not in control of himself; (2) he was extremely depressed and thought about suicide or committing himself; (3) Jacqueline pressured him to enter into the agreement knowing that he lacked the requisite mental

2. capacity; and (4) he did not want to sign the agreement, but believed he had no choice. David offers these assertions to support his position that when he signed the postnuptial agreement in May 2010 he lacked the mental capacity necessary to form a valid contract. Attached to the declaration was a letter written by David and dated April 27, 2010. The letter asserted that Jacqueline told David that if he did not sign the agreement, she would divorce him and take their daughter.1 The letter also asserted that David feared for his safety and for the well-being of his daughter if he did not sign the agreement. David’s declaration also addressed Jacqueline’s awareness of his mental disability. It stated that on August 1, 2010, Jacqueline insisted David seek help for his mental problems and, the next day, reiterated that he really needed help. A week later, Jacqueline told David that he should have taken her advice and gotten help for his mental issues years ago. On August 16, 2010, Jacqueline filed a petition for dissolution of marriage. On September 13, 2010, Jacqueline and David executed an amendment to the postnuptial agreement that changed it into a marital settlement agreement. The notary that witnessed their signatures on the amendment completed an acknowledgement that stated the signers represented themselves. On September 18, 2010, the martial settlement agreement was amended to address matters such as custody of their daughter, visitation, child support, spousal support, certain debts and expenses, and insurance. As to personal property and financial accounts, the amendment referred to the earlier pages of the marital settlement agreement. Again, the notary’s acknowledgement stated that the signers represented themselves.

1 In contrast, the third recital of the postnuptial agreement stated that the “parties do not presently contemplate a separation and have no intention of obtaining a dissolution of marriage.”

3. On October 29, 2010, a judgment of legal separation was filed. The marital settlement agreement was attached to the judgment. Among other things, the judgment ordered a division of property as set forth in the settlement agreement, which was attached and incorporated into the judgment. Paragraph 13 of the settlement agreement provided that David’s interest in funds held by a Supplemental Employee Incentive Plan (SEIP) would become community property. Exhibit D to the settlement agreement identified four parcels of real property that were to be treated as Jacqueline’s separate property. In November 2010, David was admitted to Del Amo Hospital and underwent an evaluation of his mental health. Dr. Peter Hirsch was the attending physician and determined that David was 100 percent disabled. Dr. Hirsch indicated that, among other things, the goal of David’s hospitalization was the alleviation of suicidal risk, the decrease in symptoms of depression and anxiety, and the achievement of a level of psychosocial functioning such that David’s treatment could continue in a less acute treatment setting. Subsequently, in February 2011, Dr. Hirsch again determined that David was 100 percent disabled. In June 2011, David filed an order to show cause to set aside the judgment and review child custody, child visitation and attorney fees. David contends that this challenge to the judgment was not resolved by the court due to Jacqueline’s reconciliation attempt. In November 2011, Jacqueline filed an order to show cause to set aside the marital settlement agreement. The matter was continued twice and it and other matters were heard on March 7, 2012. The March 7, 2012, minute order of the trial court states:

“The court makes the following findings and orders: The agreement was entered into during the marriage which was attached to the judgment of legal separation. The agreement is amended as requested by [Jacqueline]. The court’s tentative ruling is that from the date the parties signed the agreement it is valid. The agreement is not retroactive and the court would

4. assign [David] a 35% share of the home. The court will entertain argument by way of brief on the matter before making a final ruling. The agreement is one sided and was signed under some duress. [David] had counsel at the time of the signing. Written argument by way of brief shall be to the court not late[r] than 4/16/12, thereafter the matter is submitted. [¶] [Jacqueline] may provide future evidence regarding the percentage given to [David]. Ruling to be given in court on 4/23/12.” (Some capitalization omitted.) In April 2012, a stipulation to continue and order was filed. On May 4, 2012, the trial court filed a minute order that described itself as a statement of decision on the issue of the validity of the marital (postnuptial) agreement that was incorporated into the judgment. The statement of decision indicated that Jacqueline sought to enforce the marital agreement that had been incorporated into the October 29, 2010, judgment and David sought to have the judgment set aside on the grounds of ambiguity and unenforceability.

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