Overton v. Overton

694 So. 2d 491, 1997 WL 209376
CourtLouisiana Court of Appeal
DecidedApril 29, 1997
Docket97-CA-45
StatusPublished
Cited by3 cases

This text of 694 So. 2d 491 (Overton v. Overton) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Overton v. Overton, 694 So. 2d 491, 1997 WL 209376 (La. Ct. App. 1997).

Opinion

694 So.2d 491 (1997)

Elizabeth Bradberry Johnson OVERTON
v.
Robert Joe OVERTON.

No. 97-CA-45.

Court of Appeal of Louisiana, Fifth Circuit.

April 29, 1997.
Rehearing Denied June 17, 1997.

*492 Bruce A. Miller, Metairie, for Defendant/Appellant.

Jana E. Smith, New Orleans, for Plaintiff/Appellee.

Before GRISBAUM, GOTHARD and DALEY, JJ.

GOTHARD Judge.

Defendant, Captain Robert Joe Overton, appeals a judgment of the trial court which partitions community property, and settles claims for reimbursement between himself and his former wife and plaintiff herein, Elizabeth Johnson Overton.

The parties were married on July 28, 1965 and divorced on March 7, 1973[1]. On April 30, 1980, judgment was rendered recognizing Ms. Overton's one-half interest in Captain Overton's retirement proceeds from Delta Airlines, "for the seven (7) years and four (4) months he was so employed during the community formerly existing between the plaintiff and the defendant". That judgment was not appealed and is now final.

Captain Overton retired from Delta Airlines some time in 1984 and began collecting retirement benefits, but paid nothing to Ms. Overton. On November 2, 1994, Ms. Overton filed a "Petition for issuance of a Qualified Domestic Relations Order", seeking to obtain payment of her portion of Captain Overton's retirement benefits. In a supplemental and amended petition filed on August 4, 1995, she made a claim for legal interest on the amount due and owing from the due date of each payment. Subsequently, on January 24, 1996, Captain Overton filed a "Petition for Partition of Community Property".

On May 6, 1996, Ms. Overton filed an exception of res judicata asserting that the issue of her interest in the Delta pension was established by the April 30, 1980 judgment which is now final and definitive. The trial court did not set the exception for hearing, but instead, took the matter under advisement. Subsequently, without ruling on the exception, the trial court heard the merits and rendered judgment with reasons partitioning the community assets and ruling that Ms. Overton is entitled to one-half of Captain Overton's pension for the period of time the parties were married to be calculated using the Sims formula, with interest on each payment as it became due. The trial court further gave Captain Overton credit for federal taxes paid, at Ms. Overton's tax rate, on the pension funds withdrawn by Captain Overton, but not collected by Ms. Overton.

Captain Overton appeals that judgment citing six errors. In the first assignment of error, he asserts the trial court erred in failing to adjust the amount due Ms. Overton from the Delta pension in accordance with Hare v. Hodgins, 586 So.2d 118 (La.1991). Hare provides for modification of the Sims formula in the employee spouse's favor when *493 that spouse proves that his or her income, and correspondingly, the amount of the eventual retirement benefit, increased substantially after the divorce due to personal and extraordinary effort or achievement, such as when the employee receives pay raises based on individual merit. Withers v. Withers, 27,348 (La.App. 2 Cir. 9/27/95), 661 So.2d 529. In Hare, the Louisiana Supreme Court ruled that where the income received at retirement contains a substantial increment ascribable to the working spouse's personal effort or achievement after termination of the community, that spouse may be entitled to an adjustment in the community fraction giving credit to his or her separate property for that increment.

Thus, for the courts the process may be viewed as a winnowing of increments of post-community increases in the employee spouse's earnings for the purpose of determining whether the increases are due purely to personal merit. First, the increment must represent a fairly substantial increase in the employee spouse's post-community earnings. Second, the increment must not be due to a non-personal factor, such as cost-of-living raises, etc. Third, the increment must be attributable to the employee spouse's meritorious individual efforts or achievements. Moreover, since the employee spouse has the burden of production of the evidence and persuasion, cases of doubt should be resolved in favor of the community and against the employee spouse's separate estate or subsequent marital community.

Hare v. Hodgins, supra, 586 So.2d at 128.

In the instant case, Captain Overton testified that he was employed as a pilot for Delta Airlines for about thirty years. During those years he flew many different kinds of aircraft. With each "upgrade" he was required to successfully complete ground training and flight tests. Employees of Delta are selected and assigned to various aircraft through a "bid" process in which openings are posted on a bulletin board in the employees lounge. Anyone interested in the position puts in a "bid". The pilot with the most seniority of those who make bids gets the opportunity to go to ground school and flight training. It is clear from the testimony contained in the record that seniority guaranties admission to a particular fight school, but placement in the position applied for depends on successful completion of the training.

Captain Overton reached an impasse in his career when Delta phased out the DC-8 which Captain Overton flew. He was faced with the choice of returning to the 727 which he described as "an antiquated plane" or advancing to the L-1011. He chose to bid for the position on the L-1011. Captain Overton asserts that the flight training for the L-1011 is difficult because the aircraft is very complex; and his assessment is corroborated by other testimony. He maintains that his rigorous pursuit, and ultimate upgrade from captain of a DC-8 to the larger and more technologically sophisticated L-1011 justifies an adjustment to the community fraction of the retirement benefits.

From the trial court's ruling it is apparent that it did not find Captain Overton's argument for adjustment under Hare convincing. On review we find no error in that ruling. We believe the move to the L-1011 was a natural progression in Captain Overton's career as an aviator. The nature of aviation requires that a pilot receive additional training before advancing to more technologically complex aircraft. Captain Overton admits he has flown many different planes in his thirty years with Delta and training was required for each upgrade. He also admitted that his failure to upgrade his skills would have led to a demotion and cut in pay upon return to a less technologically advanced aircraft.

We agree that Hare is controlling. Any doubt should be resolved in favor of the community and against the employee spouse's separate estate. Hare v. Hodgins, supra; McCown v. McCown, 93-899 (La. App. 3 Cir. 3/2/94), 634 So.2d 1249. We do not find this to be the kind of personal achievement which would necessitate an adjustment to the community fraction under Hare v. Hodgins, supra. See also; Croft v. Croft, 93-2145 (La.App. 4 Cir. 3/15/94), 634 So.2d 76; writ den. 94-0956 (La.6/3/94), 637 So.2d 506.

*494 Captain Overton also argues the trial court erred in awarding legal interest on pension arrearage extending prior to the date of judicial demand. In the judgment from which Captain Overton appeals, the trial court awarded interest on each pension payment as it became due, but not on the equalizing payment due Ms. Overton on reimbursements originating from the division of other property in the judgment.

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