Marsico v. Marsico

94 A.3d 947, 436 N.J. Super. 483, 2013 N.J. Super. LEXIS 210
CourtNew Jersey Superior Court Appellate Division
DecidedJuly 24, 2013
StatusPublished
Cited by8 cases

This text of 94 A.3d 947 (Marsico v. Marsico) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marsico v. Marsico, 94 A.3d 947, 436 N.J. Super. 483, 2013 N.J. Super. LEXIS 210 (N.J. Ct. App. 2013).

Opinion

L.R. JONES, J.S.C.

This case presents the novel question of whether a litigant may appear and testify in divorce proceedings through a designated power of attorney (POA). For the reasons set forth in this opinion, the court declines to authorize such a procedure in this matter.

[487]*487 FACTUAL BACKGROUND

Plaintiff and defendant are octogenarians, ages eighty and eighty-four respectively. They wed in 1978 and remained married for thirty-five years thereafter. The parties have no children together. Defendant, however, has an adult daughter from a prior marriage, Laura Mertz.

In December 2012, defendant executed a POA appointing Mertz as his “true and lawful attorney-in-fact” over his affairs, and empowering her to conduct a vast array of financial actions on his behalf. Under the terms of the POA, defendant also granted Mertz authority “to institute, prosecute and defend any actions or proceedings brought in any court.” Defendant further named Mertz’s husband, Timothy Mertz, as his “alternate attorney-in-fact.”

Less than three months later, plaintiff retained counsel and filed a complaint for divorce against defendant, seeking equitable distribution of assets acquired during the parties’ marriage. In turn, defendant also retained counsel, who filed an answer and counterclaim for divorce on defendant’s behalf, along with an accompanying certification pursuant to Rule 5:4-2. Defendant, however, did not sign the certification page personally. Instead, Mertz signed the certification page, in her newly appointed role as defendant’s POA.

Upon receipt and review of the answer and certification, plaintiffs counsel objected to Mertz’ signing of court papers and appearing on defendant’s behalf in the divorce litigation, emphasizing that defendant had never been adjudicated as incompetent or otherwise unable to handle his own affairs. Plaintiff further contended that even if use of a POA was deemed permissible in divorce court, there was nonetheless a potential conflict of interest with Mertz serving as defendant’s POA, since Mertz had a personal stake and interest in the litigation as defendant’s adult child and potential heir to marital property otherwise subject to equitable distribution.

[488]*488Conversely, defendant’s counsel contended that there was nothing inappropriate about defendant’s use of Mertz as a POA in the divorce litigation, in that (a) there was no court rule expressly prohibiting same, and (b) a person has a legal right to appoint a POA to handle legal affairs on his or her behalf.

Counsel for both parties stipulated that their respective research uncovered no prior New Jersey case law specifically addressing the issue of whether a matrimonial litigant may, or may not, appoint a third person as POA to appear on a principal’s behalf in divorce litigation.

LEGAL ANALYSIS

As an initial note, defendant’s counsel is generally correct that a competent person has the right to appoint another person to act on his or her behalf as an “attorney-in fact” under a written POA. This right is embodied in New Jersey’s “Revised Durable Power of Attorney Act”, N.J.S.A. 46:2B-8.1. The POA is a written document signed by the person known as the “principal,” authorizing another individual, known as the “attorney-in-fact” to “perform specified acts on behalf of the principal as the principal’s agent.” N.J.S.A áGSB-SAa).1 Such specific acts may include conducting legal affairs on the principal’s behalf, including but not limited to, retaining and communicating with a lawyer, and authorizing such lawyer to take legal action on behalf for the principal’s benefit.2

[489]*489As regarding an appearing party’s duty to render written certifications or oral testimony in a contested divorce proceeding, however, the statute does not expressly authorize one to delegate such duty to a third person. To the contrary, the court finds that a competent party cannot designate a surrogate, either through a purported POA or otherwise, to testify in his or her place without consent of the other party or court order.

Particularly in the realm of matrimonial and family court litigation, the entire fact-finding procedure is heavily dependent upon the testimony of the parties themselves, and involves a focus on otherwise private issues, dealings and communications between spouses within the family structure. Given the multiple layers of written and oral testimony which a divorce litigant may need to supply during the course of a case, a participating party cannot be permitted to sidestep his or her testimonial obligations by simply deputizing another person as POA to testify on his or her behalf. Such a process could allow a party who wishes to avoid disclosure of certain information, or personal cross-examination and judicial scrutiny of a relevant issue, to grant POA status to a third person who may have little or no direct personal knowledge of the information at the heart of the inquiry.

To be clear, the court makes no finding and draws no inference that the defendant in this specific case is intentionally attempting to frustrate the judicial process by avoiding direct testimony. Indeed, it is possible that defendant may have been trying to utilize the POA process as a matter of personal convenience due to age or health-related issues, although he supplies no evidence to date that he is infirm or otherwise unable to handle his affairs without the assistance of his daughter or any other third party. The issue with permitting a POA to appear for a party in this case, however, is not with the specific defendant, but rather, with the more general proposition of permitting any matrimonial litigant an unrestricted freedom and power to select a third person as POA to testify in his or her place in a divorce. Such power may potentially lead to serious misuse by parties who seek to [490]*490employ such a strategy for inappropriate and improper purposes that are obstructive to the fact finding process.

In a contested divorce, testimony from parties traditionally comes about in different forms during different stages of the proceedings. The first form usually occurs at the very start of the case, via written affidavits or certifications, which must accompany the initial pleadings, i.e., a party’s affidavit of verification and non-collusion under Rule 5:4-2(c) an affidavit or certification of insurance coverage under Rule 5:4—2(f), and an affidavit or certification of notification of complementary dispute resolution under Rule 5:4—2(h). Thereafter, the case generally moves ahead to the discovery phase where parties must submit signed case information statements under Rule 5:5-2, answer written interrogatory questions under Rule 5:5—1(a), possibly undergo oral depositions under Rule 5:5-l(c), and when applicable, approve certifications affixed to motions under Rule 5:5-4. Finally, for divorce cases which cannot settle, there will be a trial and, in all likelihood, the need for courtroom testimony by each litigant followed by the opportunity for the other party to ask cross-examination questions. Further, even if a party elects not to take the stand as part of his or her own case, the adverse party can still call him or her as a witness in order to elicit information and evidence relevant to the issue of credibility. See N.J.R.E. 607; Lerman v. Lerman, 245

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Bluebook (online)
94 A.3d 947, 436 N.J. Super. 483, 2013 N.J. Super. LEXIS 210, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marsico-v-marsico-njsuperctappdiv-2013.