Marriage of Sullivan

CourtCalifornia Court of Appeal
DecidedMarch 21, 2023
DocketD079481
StatusPublished

This text of Marriage of Sullivan (Marriage of Sullivan) 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 Sullivan, (Cal. Ct. App. 2023).

Opinion

Filed 3/21/23 CERTIFIED FOR PUBLICATION

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

In re the Marriage of LISA and JEREMIAH J. SULLIVAN, III. D079481 LISA SULLIVAN,

Respondent, (Super. Ct. No. D560631)

v.

JEREMIAH J. SULLIVAN III,

Appellant.

Original proceeding on a petition for writ of mandate challenging a judgment and order of the Superior Court of San Diego County, Enrique Camarena and James Mangione, Judges. Relief granted. Stephen Temko and Dennis Temko for Appellant. Higgs Fletcher & Mack, John Morris, Rachel M. Garrard, and Steven Brunolli for Respondent. Jeremiah J. Sullivan, III, appeals from a stipulated judgment of dissolution of marriage. He challenges a 2018 order that was incorporated into the stipulated judgment, in which the family court found that it lacked jurisdiction to divide his ex-wife Lisa Sullivan’s military pension under the Federal Uniformed Services Former Spouse’s Protection Act (FUSFSPA). (10 U.S.C. § 1408.) Jeremiah argues that the court erred because Lisa “consent[ed] to the jurisdiction of the Court.” (Id. at subd. (c)(4)(C).) We conclude that the stipulated judgment is not appealable because it does not resolve all issues between the parties. At the parties’ joint request, however, we exercise our discretion to treat the appeal as a petition for writ of mandate. On the merits, we reject the trial court’s ruling that a service member must explicitly and specifically consent to the court’s authority to divide her military retirement under the FUSFSPA. We further conclude that Lisa did consent to the jurisdiction of the court within the meaning of the FUSFSPA by voluntarily filing her dissolution petition in California, seeking a judicial confirmation of “all” her separate property acquired before marriage, asking the court to determine “any” community property assets, and requesting the appointment of an expert under Evidence Code section 730 to determine a proposed division of the parties’ retirement accounts. Accordingly, we will grant appropriate writ relief directing the family court to vacate the stipulated judgment and the relevant portion of the 2018 order. FACTUAL AND PROCEDURAL BACKGROUND A. The Marriage Lisa joined the military in August 1993. She and Jeremiah met at the Naval Justice School in Newport, Rhode Island in 1994. They are both lawyers. Lisa has remained on active duty as a Navy lawyer continuously since her graduation from Naval Justice School. Jeremiah serves in the Navy Reserves and has his own law practice in California. Lisa and Jeremiah were married in December 2000. They have two children. Lisa is currently eligible to retire from the Navy with full benefits

2 but has chosen to remain on active duty in San Diego. She is not licensed to practice law in California. B. Petition for Dissolution of Marriage In April 2016, Lisa filed a petition for dissolution of marriage in San Diego County Superior Court using Judicial Council Form FL-100. In section 9b of the petition, she asked the court to “[c]onfirm as [her] separate property . . . [a]ll property acquired prior to the date of marriage . . . .” In section 10b, she also asked the court to “[d]etermine rights to community and quasi-community assets and debts” and checked a corresponding box that was pre-printed with the language: “All such assets and debts are listed . . . as follows (specify): . . . .” In the blank space immediately below, she specified: “The nature and extent of any community and quasi- community assets and debts are unknown to Petitioner at this time and are to be determined during the course of this proceeding.” She then listed four real properties and a sailboat and concluded: “Petitioner desires the parties to reach a full agreement on all issues.” Lisa also sought spousal support from Jeremiah. In his response, Jeremiah sought spousal support from Lisa. C. Dispute Over Lisa’s Military Pension In January 2018, the parties participated in an unsuccessful private mediation. At the mediation, Jeremiah notified Lisa that he would be making a “Gillmore election” for immediate payment of his interest in her military retirement benefits. (In re Marriage of Gillmore (1981) 29 Cal.3d

418 (Gillmore).)1 In response, Lisa “rejected any notion that [Jeremiah] was

1 In Gillmore, the Supreme Court held that if a spouse is eligible to receive retirement benefits at the time of dissolution, but chooses not to, the non-employee spouse may demand immediate compensation for his or her community property share of the retirement benefit. (Gillmore, supra, 29 3 entitled to [a] Gillmore election.” Jeremiah’s counsel sent a follow-up letter again notifying Lisa that he was making a Gillmore election. The next month, Lisa filed a request for order appointing an expert under Evidence Code section 730. Specifically, Lisa requested that an expert be appointed to determine various matters relating to spousal support and division of property, including her “separate and the community interest in [her] investment accounts and the parties’ retirement accounts,” and to prepare “a proposed division of the investment and retirement accounts.” In a paragraph of her supporting declaration captioned “Retirement Division and Investment Division”, Lisa noted that “Jeremiah and I both will receive military retired pay when we retire,” as well as additional retirement and non-retirement accounts. Lisa asserted: “The community and separate interests in those accounts must be determined to permit us to equitably divide the community estate. Accordingly, I request that the Court appoint an Evidence Code section 730 expert to perform the necessary analysis to divide those accounts.” Two months later, in April 2018, Jeremiah filed a request for order for immediate division and payment of Lisa’s military retirement benefits under Gillmore. In response, Lisa filed a declaration objecting to the court’s exercise of jurisdiction over her military retirement benefits under FUSFSPA

Cal.3d at pp. 422–429.) The court noted that there were “various ways” to order the compensation, including immediate payment of the full present value or monthly payments over time. The court stated that “the exact method of distribution must be left to the discretion of the trial court . . . .” (Id. at p. 429.) The court further emphasized: “Any inequities caused by the immediate distribution of retirement benefits can be resolved through adjustments in spousal support.” (Id. at p. 428.) California courts have consistently applied Gillmore to military retirement benefits. (See, e.g., In re Marriage of Castle (1986) 180 Cal.App.3d 206, 214–215; In re Marriage of Jacobson (1984) 161 Cal.App.3d 465, 472–473 (Jacobson).) 4 and In re Marriage of Tucker (1991) 226 Cal.App.3d 1249 (Tucker). She also filed a separate motion for leave to amend her petition for marital dissolution to object to the court’s exercise of jurisdiction over her military retirement

benefits.2 In her declarations, Lisa asserted that when she filed her petition, she did not know that she could object to the court’s jurisdiction over her military retirement benefits; she first learned that she could object after Jeremiah filed his Gillmore request; and if Jeremiah’s Gillmore request were granted, she would not be able to support herself and the children, she would likely have to leave the Navy, and she would have to relocate because she is not licensed to practice law in California. Jeremiah argued that Lisa had consented to the court’s jurisdiction over her military pension by voluntarily filing her dissolution petition in California, submitting herself to the court’s jurisdiction, and asking the court to determine the parties’ rights to community and quasi-community assets and debts.

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