Paul Roik v. Anita Roik

CourtNew Jersey Superior Court Appellate Division
DecidedJanuary 18, 2024
DocketA-2522-21
StatusPublished

This text of Paul Roik v. Anita Roik (Paul Roik v. Anita Roik) 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
Paul Roik v. Anita Roik, (N.J. Ct. App. 2024).

Opinion

NOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE DIVISION

SUPERIOR COURT OF NEW JERSEY APPELLATE DIVISION DOCKET NO. A-2522-21

PAUL ROIK,

Plaintiff-Appellant, APPROVED FOR PUBLICATION

January 18, 2024 v. APPELLATE DIVISION ANITA ROIK,

Defendant-Respondent. __________________________

Argued November 27, 2023 – Decided January 18, 2024

Before Judges Sabatino, Mawla, and Chase.

On appeal from the Superior Court of New Jersey, Chancery Division, Family Part, Monmouth County, Docket No. FM-13-0156-21.

Edward Peter Fradkin argued the cause for appellant (Law Office of Edward Fradkin, LLC, attorneys; Edward Peter Fradkin, of counsel and on the briefs).

Coulter Richardson argued the cause for respondent (Richardson & Richardson, LLC, attorneys; Coulter Richardson, of counsel and on the briefs).

The opinion of the court was delivered by

MAWLA, J.A.D. As a general proposition, when a spouse dies pending a divorce, the

divorce proceeding abates, and with it the statutory right to equitable

distribution attendant to a divorce. Carr v. Carr, 120 N.J. 336, 342-43 (1990).

The exception to this rule is where "unusual or exceptional" circumstances exist

that permit a party to invoke equitable remedies to effect a distribution of marital

property notwithstanding the other party's death. Id. at 343, 349-50. Recently,

our Legislature amended our intestacy laws and the equitable distribution statute

to remedy this issue and close the proverbial "black hole" of Carr.

We hold the amended statutes, namely, N.J.S.A. 3B:5-3(d), N.J.S.A.

3B:8-1, and N.J.S.A. 2A:34-23.1(h)(2) apply retroactively. Independent of the

new statutes, we hold where, as here, parties have entered a matrimonial

settlement agreement (MSA) and one of the parties has died pending an

uncontested divorce hearing, the Family Part may enforce the MSA as long as it

is entered at arm's length, and it is fair and equitable to effectuate the parties'

mutual intent to divide their assets and liabilities. For these reasons, we reverse

and remand the trial court's April 11, 2022 order for further proceedings

consistent with this opinion.

I.

Plaintiff Paul Roik and defendant Anita Roik were married for forty-six

years when plaintiff filed a complaint for divorce on August 3, 2020. The

A-2522-21 2 complaint attached a certification of insurance coverage indicating there was a

life insurance policy, but plaintiff did not own it.

The parties had three children; two sons and a daughter, all of whom were

adults and emancipated. During the marriage, plaintiff was employed as an

executive until he became disabled and retired; defendant was employed as a

librarian and later retired. In 2013, plaintiff executed a will leaving his estate

to the children and naming the eldest son executor.

In November 2020, plaintiff filed a Case Information Statement (CIS),

which listed a life insurance policy, but stated he did not own it. In January

2021, defendant filed an answer and counterclaim and subsequently filed her

CIS in April 2021. Through counsel, the parties negotiated an MSA, which

plaintiff and defendant signed on November 24 and November 27, 2021,

respectively. Their attorneys signed the document as witnesses to their clients'

signatures.

Notably, the MSA contained a provision stating the agreement became

effective "upon the date that the last party executes this [a]greement . . . ." There

was also a provision that acknowledged the parties' right to a trial and waived

the right given the settlement. The parties acknowledged they were "fully and

adequately informed of the financial structure of the marriage including their

incomes, assets, liabilities and expenses" and waived their right to complete

A-2522-21 3 formal discovery. They also waived their rights of inheritance. The MSA stated

the parties read the agreement before signing it and entered it "voluntarily,

without threat, force, coercion or duress . . . ." They further acknowledged the

agreement was "fair and equitable . . . under all of the circumstances."

The MSA required defendant to pay plaintiff open durational alimony

totaling $7,500 per year. The agreement acknowledged neither party could

afford to maintain the marital standard of living.

The MSA divided the marital assets equally, save for defendant's pension,

which she kept and would use in part to pay alimony. The parties agreed

plaintiff would purchase defendant's interest in the former marital residence for

$380,000 and assume the expenses associated with the residence. They divided

the bank and retirement accounts subject to equitable distribution equally. This

meant defendant owed plaintiff approximately $9,409 from the bank accounts

and $119,892 from the non-pension retirement assets. Defendant retained her

inherited bank and retirement accounts.

The parties agreed the MSA would be incorporated into a judgment of

divorce. The MSA also contained the following language: "In any event,

whether the [c]ourt allows this [a]greement to be incorporated into said

[j]udgment, this [a]greement and all of its terms and provisions shall survive the

judgment and shall be valid and enforceable forever." The agreement also noted

A-2522-21 4 it was binding upon the parties' estates, heirs, executors, administrators, assigns

and legal representatives.

On November 29, 2021, defendant's counsel emailed the court seeking an

uncontested divorce hearing date in January 2022. The court scheduled an

uncontested hearing for January 11, 2022. Beginning December 16, 2021, an

email discussion ensued between the parties, the eldest son, and the daughter,

regarding the uncontested divorce hearing. The daughter urged defendant to opt

into a divorce "on the papers" rather than pay two attorneys to attend a virtual

uncontested hearing on Zoom. She stated it did not "make sense to wait until

[the Zoom hearing date] . . . if you both want things finalized sooner. It's not

right that neither of you were given the option to handle it through a faster and

cheaper route than . . . [Z]oom." Defendant responded she had no information

about the hearing and asked: "Wasn't that arranged two months ago?"

On December 23, 2021, defendant sent plaintiff the following email: "My

lawyer says it is more expensive to do paperwork rather than Zoom." That

afternoon she emailed the following message: "My lawyer says it would take

an hour and a [half] to [two] hours to prepare. Zoom would take only [half an]

hour."

On December 25, 2021, plaintiff signed a certification in support of a

judgment of divorce on the papers. He died on December 29, 2021.

A-2522-21 5 On January 19, 2022, the eldest son, as executor of plaintiff's estate,

moved: to substitute the estate as the real party in interest; enforce the MSA;

for a constructive trust; or alternatively to intervene in the divorce litigation; and

for other relief not pertinent to this appeal. Defendant opposed the motion and

filed a cross-motion for other relief, including to dismiss the divorce.

Defendant certified she knew about plaintiff's will when he executed it in

2013. She knew plaintiff "was in ill health for [a] variety of reasons for a very

long time" but denied purposely delaying the divorce until plaintiff died.

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