Robert Michelena v. Monica Michelena

Court of Appeals of Texas·Decided June 15, 2012·No. 13-09-00588-CV·Published

Opinion

NUMBER 13-09-00588-CV

COURT OF APPEALS

THIRTEENTH DISTRICT OF TEXAS CORPUS CHRISTI - EDINBURG ROBERT MICHELENA, Appellant, v.

MONICA MICHELENA, Appellee.

On appeal from the County Court at Law No. 2 of Hidalgo County, Texas.

MEMORANDUM OPINION

Before Chief Justice Valdez and Justices Rodriguez and Garza Memorandum Opinion by Justice Rodriguez This case involves the divorce of appellant/cross-appellee Robert Michelena from

appellee/cross-appellant Monica Michelena. After a jury trial and several post-trial hearings, the trial court entered a decree of divorce dividing the couple's property and establishing custody for the couple's one minor child. By fifteen issues, Robert argues

that: the evidence did not support the jury's findings on various questions; the form in which certain questions were submitted to the jury was erroneous; the trial court erred in holding post-trial evidentiary hearings and entering various aspects of the divorce decree based on the evidence presented at those hearings; and the trial court erred in refusing to file findings of fact and conclusions of law. By six cross-issues, Monica challenges: various determinations by the jury and trial court concerning the characterization of certain marital property, the prenuptial agreement, and custody; the valuation of Monica's separate property; and the division of property as inequitably disproportionate. We affirm, in part, and reverse and remand, in part.

I. Background

Robert and Monica were married in 1994. Prior to the marriage, the couple signed an "Agreement in Contemplation of Marriage," in which they agreed that "all income or revenue . . . from the parties' separate property, as designated in . . . Schedules A and B of this agreement, be and remain the separate property of the the party whose separate estate causes the income to be generated." Two documents were attached to the agreement: one document (which although not labeled, was clearly meant to be "Schedule A") purported to list Robert's separate property; the other document ("Schedule B") purported to list Monica's separate property.

In May 2005, stating that the marriage "has become insupportable because of discord or conflict of personalities . . . that destroys the legitimate ends of the marriage relationship and prevents any reasonable expectation of reconciliation," Monica

petitioned for divorce. Robert counter-petitioned for divorce, citing the same grounds.1 In November 2006, the case was tried to a jury, which was questioned on:

custody of Monica and Robert's one minor child; the amount of reimbursement, if any, owed to the community estate against Robert's house in McAllen, Texas; attorney’s and ad litem's fees; the value of the community property and the separate property of each spouse; the characterization as community or separate of an heirloom engagement ring and two AG Edwards accounts; and the value of the ring and the AG Edwards accounts. The jury found that Robert and Monica should be appointed joint managing conservators and that Monica should have the "exclusive right to designate the primary residence of the child" "without regard to geographic location." In response to the reimbursement question, the jury found that $25,000 was "the amount of the reimbursement claim . . . proved in favor of the community estate [of Robert and Monica] against [Robert]'s residence located [in] McAllen." The jury awarded neither party any attorneys' fees and found that Robert and Monica were each responsible for fifty percent of the ad litem fees. Jury questions nine through eleven involved the characterization and valuation of the community and separate property estates. The jury valued the heirloom ring at $10,000; AG Edwards Account Number xxxx-5657-xxxx (AG Edwards #5657) at $74,000; and AG Edwards Account Number xxxx-5621-xxxx (AG Edwards #5621) at $130,000. 2 The jury characterized the heirloom ring as 100% Monica's separate property; AG Edwards #5657 as 80% Robert's separate property and 20% community

1 Monica also stated as grounds for divorce "cruel treatment [by Robert] . . . that renders further living together insupportable."

2 The valuation of the ring and two AG Edwards accounts was included in jury question eleven.

property; and AG Edwards #5621 as 100% community property. 3 The jury then valued the community and separate estates as follows: $144,800 as community property; $10,000 as Monica's separate property; and $59,200 as Robert's separate property.4 After the jury trial and over the next couple of years, the trial court held a series of hearings dealing with various topics such as possession of the couple's child and the division of further community property that was not submitted to the jury for characterization and valuation. The divorce decree, which was entered on July 23, 2009, therefore embodied both the jury's verdict and various findings made by the court after trial concerning custody and the additional property.

The decree appointed Robert and Monica joint managing conservators of their child and ordered that Monica is the conservator with the right to designate and establish the child's primary residence without regard to geographic restriction. The decree set out Robert and Monica's rights and duties as joint managing conservators and entered possession orders for the child regarding weekends, spring break, summer, and holidays. The decree ordered Robert to pay child support and set out the parties' responsibilities regarding various aspects of child care such as educational and health care expenses and medical notification.

Next, the decree divided the property from what the court characterized as the "marital" estate. The decree awarded the following "marital" property to Monica: the jury's $25,000 reimbursement verdict; $72,400 as her portion of the community property verdict; personal property from the community estate valued at approximately $42,000; a

3 The characterization of the property was included in jury question ten.

4 The valuation of the community and separate estates was included in jury question nine.

$25,000 judgment as her portion of the community estate's personal property that was indicated to be sold5; and two Texas State Bank accounts, one International Bank of Commerce account, and two AG Edwards accounts, the values of which were not listed in the decree.6 The decree awarded the following "marital" property to Robert: $72,400 as his portion of the jury's community property verdict; personal property from the community estate valued at approximately $170,000; the remainder of the personal property indicated to be sold, which was valued at $242,707.95 after subtracting the $25,000 judgment owed to Monica; two Texas State Bank accounts, the values of which were not listed in the decree; and all of the additional accounts listed in "Exhibit D" to the decree, the listed values for which accounts totaled approximately $516,000.7 The decree ordered that Robert and Monica were each fifty percent responsible for the community estate's approximate $20,000 debt; the decree further ordered that Robert was to reimburse Monica $968 for medical expenses incurred during the divorce and was responsible for the balance due on the 2004 F-250 truck he was awarded as part of his portion of the community property. Finally, the decree confirmed the jury's verdict on the

5 The property to be sold was listed in "Exhibit C" to the decree and was valued at $267,707.95.

6 The "marital" property awarded to Monica, with values ascertainable by the decree, totaled approximately $164,000.

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