O'Reilly-Morshead v. O'Reilly-Morshead

50 Misc. 3d 402, 19 N.Y.S.3d 689
CourtNew York Supreme Court
DecidedOctober 23, 2015
StatusPublished
Cited by1 cases

This text of 50 Misc. 3d 402 (O'Reilly-Morshead v. O'Reilly-Morshead) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'Reilly-Morshead v. O'Reilly-Morshead, 50 Misc. 3d 402, 19 N.Y.S.3d 689 (N.Y. Super. Ct. 2015).

Opinion

OPINION OF THE COURT

Richard A. Dollinger, J.

“I do”—a one-letter overused personal pronoun and two-letter auxiliary verb—is uttered in many contexts. Separated, even by a comma, the two words may be all but innocuous. When uttered as a response to a question in a certain context, the words marry a couple, not only to each other, but to a cascade of rights and responsibilities. In this matter, a couple was united in a civil union in Vermont, but lived the majority of their marriage in New York. Now, one spouse asks this court to distribute “civil union” assets by applying the equitable distribution principles of the New York Domestic Relations Law.

From one vantage point, this case represents an interstitial legal battle in the long running—and now largely concluded— battle over marriage equity in this nation. In the decade before the Supreme Court decision in Obergefell v Hodges (576 US —, 135 S Ct 2584 [2015]), states (with Vermont as the first) began to enact legislation permitting civil unions, a recognition of a state-sanctioned, marriage-like, economic relationship between same-sex couples.1 Many couples—including the couple in this case—visited Vermont to enter such unions, then later married [404]*404in more marriage-friendly jurisdictions. When these couples then apply to the courts for dissolution of their marriage, the lingering question of their undissolved civil union—and whether New York recognizes property rights under the civil union—hangs over the process.

The facts here are undisputed. The parties in this action began their relationship in 2001.2 In 2002, the couple moved to New York. Before moving, the defendant sold a house she owned in her own name in Indiana. In June 2003, they entered into a civil union in Vermont. At the time of their civil union, Vermont recognized such unions, and by statute, the parties acquired rights, under Vermont law, in property that they acquired thereafter. In 2004, the plaintiff purchased a home in Rochester, which she claims was purchased with her separate property. The plaintiff claims, without contradiction, that she used her own funds for the purchase, and that the defendant was not listed on the deed to the property. Importantly, the plaintiffs characterization of the funds used to purchase the property is the hinge on which this decision turns.3 If the civil union created some form of joint property entitlement—“civil union property,” for want of a better description—then the defendant had some form of interest in both the income generated by the plaintiff after the civil union, and the subsequent purchase of the house. In 2006, the couple were married in Canada. Five years later, almost to the day, the plaintiff commenced this divorce action in New York seeking equitable distribution of the marital property. Thereafter, the defendant filed an action for divorce and a counterclaim for dissolution of the civil union.

The controversy arises because the defendant claims that this court must dissolve the civil union, and distribute any “civil union property” under Vermont law. The plaintiff rejects [405]*405that claim, arguing that the defendant has only acquired rights by virtue of the marriage in Canada, and hence, this court need not dissolve the civil union. Furthermore, according to the plaintiff, the defendant has only acquired rights in “marital property,” as defined by the New York Domestic Relations Law, which exists since the date of marriage and not before. As a result, the plaintiff argues that any property, acquired by either party in their own names after the date of the civil union, and before the date of marriage, is not marital property. When, after a preliminary conference, the parties could not resolve this dispute (and the conflict of law questions), both sides moved for summary judgment.

While the essential facts are undisputed, so too is most of the underlying law. In 2000, Vermont’s civil union statute granted property rights to participants in civil unions, legally equivalent to those rights extended to couples in marriage. (Vt Stat Ann, tit 15, § 1204 [d] [laws of “domestic relations . . . including property division . . . shall apply to parties to a civil union”].) The statute provided that the civil union bond could be dissolved by Vermont’s courts. Importantly, the preamble to the civil union statute expressly stated that “a system of civil unions does not bestow the status of civil marriage” (2000 Vt 65th Biennial Session, Pub Act 91, H 847, Legislative Findings, § 1 [10]). Vermont eventually interpreted this provision as extending to same-sex couples, the same rights and responsibilities as opposite-sex couples regarding child rearing (Miller-Jenkins v Miller-Jenkins, 189 Vt 518, 12 A3d 768 [2010]). In 2003, the couple before this court acquired, under Vermont law, “the same benefits, protections, and responsibilities” as granted to parties to a civil marriage. (189 Vt at 523, 12 A3d 777.) However, in 2003, the laws of Vermont did not recognize the parties’ civil union as a marriage. Thus, at the time this couple entered the civil union, Vermont did not recognize that union as a marriage.

Vermont later passed a Marriage Equality Act (MEA) which afforded legal status to same-sex marriages, and which also included within the definition of marriage “legally recognized unions of two people.” Pursuant to the Vermont statute, marriages and civil unions—after the MEA—are equivalent unions and can be dissolved by the Vermont courts. The Vermont Supreme Court has intoned that even if joined in a civil union, the property subject to distribution is referred to as the “marital estate” (DeLeonardis v Page, 188 Vt 94, 101 n 1, 998 [406]*406A2d 1072, 1076 n 1 [Vt 2010]). Based on these now-fully-evolved statutory principles, the defendant argues that this court should treat the 2003 civil union as the equivalent of marriage in New York—as she claims Vermont now would— and treat any property, acquired by either participant, as “marital property” from the date of the civil union. In essence, the defendant argues that the state in which the ceremony occurs defines the date of “union” and because Vermont declared the civil union in this case to be a marriage—albeit after the couple entered into the civil union—New York must treat the civil union as the date when “marital property” (under New York’s Domestic Relations Law) exists.

Before jumping into the heart of this debate, this court dispenses with the question of whether it has jurisdiction to dissolve the civil union. New York courts have recognized general equity jurisdiction to dissolve Vermont civil unions. In Dickerson v Thompson (88 AD3d 121 [3d Dept 2011]), the appeals court held that trial courts could dissolve civil unions under a trial court’s general equity jurisdiction. But, while authorizing this court to dissolve the union, the appeals court did not provide any guidance on what tools to invoke in deciding distribution of property acquired during the course of the civil union. (Id. at 124 n 2 [property distribution was uncontested in Dickerson v Thompson].) The Appellate Division cited a series of cases in which supreme court justices had dissolved civil unions. {Id. at 127 n 4.) In this case, the defendant specifically requests that relief. Under these circumstances, this court does have jurisdiction to dissolve this civil union, but that does not solve the property distribution dilemma.

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Cite This Page — Counsel Stack

Bluebook (online)
50 Misc. 3d 402, 19 N.Y.S.3d 689, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oreilly-morshead-v-oreilly-morshead-nysupct-2015.