Roche v. Roche

289 S.W.3d 747, 2009 Mo. App. LEXIS 589, 2009 WL 1285913
CourtMissouri Court of Appeals
DecidedMay 12, 2009
DocketED 91294
StatusPublished
Cited by6 cases

This text of 289 S.W.3d 747 (Roche v. Roche) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Roche v. Roche, 289 S.W.3d 747, 2009 Mo. App. LEXIS 589, 2009 WL 1285913 (Mo. Ct. App. 2009).

Opinion

KURT S. ODENWALD, Presiding Judge.

Introduction

Richard Roche (Husband) appeals from the trial court's Judgment of Dissolution of Marriage (Judgment) dissolving his marriage with Donna Roche (Wife), dividing the marital and non-marital property, awarding Wife maintenance, and awarding Wife attorney fees. We affirm in part and reverse and remand in part with instructions.

Background

Husband and Wife were married on August 16, 2003, in St. Louis County. No children were born of the marriage. They separated on August 8, 2007.

Nearly four years after the marriage, on July 18, 2007, Husband filed his Petition for Dissolution of Marriage seeking a dissolution of the marriage and an equitable division of the marital property and debts. Wife then filed an Answer to Petitioner's Petition for Dissolution of Marriage and a Counter Petition for Legal Separation.

Prior to trial, Wife filed a Motion for Appointment of a Guardian ad Litem on November 29, 2007. 1 Wife sought appoint *750 ment of a guardian ad litem for Husband because he allegedly was not competent or able to manage his own affairs, nor capable of making decisions in his best interest. Wife also alleged in her motion that Husband was incompetent to make decisions concerning the distribution of marital assets and/or division of marital property. Attached to her motion were four exhibits containing medical records and letters from physicians attesting to Husband's lack of competency. The trial court denied Wife's motion on December 3, 2007.

The trial court then heard the dissolution proceeding on December 17, 2007. At trial, Husband testified and also presented testimony from his daughter, Colleen Roche, and William Connors, Husband's friend and financial advisor. Wife testified on her own behalf. The parties both presented a variety of exhibits, most of which were not included in the Legal File for our review. However, the Legal File does contain a portion of the evidence presented at trial regarding a trust created by Husband and the marital residence.

Husband presented evidence that in October 1997, he purchased property located at 2540 Wallford Walk (the Residence). Shortly thereafter, in November 1997, Husband transferred the Residence via quit claim deed to the Revocable Living Trust of Richard J. Roche (Trust). Husband also presented evidence of a quit claim deed, filed in January 2005, listing both "Richard J. Roche and Donna J. Lee, now known as Donna J. Roche" as "Grantors" and "Richard J. Roche and Donna J. Roche as tenants by the entirety," as the "Grantees." Wife later presented evidence of a quit claim deed regarding the Residence that had been filed in June of 2002, prior to her marriage to Husband. The quit claim deed identified "Richard J. Roche" as "Grantor" and "Richard J. Roche and Donna J. Lee as joint tenants with rights of survivorship" as the "Grantees."

During trial, the trial court also admitted into evidence as an exhibit several Trust documents. The first part of the exhibit was a document creating the Trust in December 1998 and naming Husband as both Grantor and Trustee. The Trust transferred from the Grantor to the Trustee (both Husband), a variety of property including the Residence. The Trust also listed Wife as a beneficiary of $30,000, provided the two were still living together at the time of Husband's death. An amendment to the Trust was filed in July 2002, naming Wife as Successor Trustee. A second amendment was filed in March 2003, granting fifty percent of the proceeds of Husband's estate to Wife and again naming Wife as Successor Trustee. A third amendment in January 2005 granted the remainder of Husband's estate to Wife, and retained her as Successor Trustee. A fourth amendment, filed in October 2007, removed Wife as a Trust beneficiary and trustee.

The Trust document granted the parties to the Trust a number of rights, obligations, and responsibilities In particular, the Trust granted the Trustee the right to "sell ..., convert, reconvert, convey, assign, transfer, exchange or otherwise dispose of any property held by the Trustee in Trust hereunder." The Trust also retained a right to revoke for the Grantor, stating in part:

The Grantor may at any time or from time to time by written request, delivered to the Trustee, withdraw all or such part of the principal of the Trust Estate as the Grantor may designate and upon receipt of such request, the Trustee shall transfer and deliver to the Grantor or to the Grantor's order, free of Trust, such portion or portions of the *751 principal of the Trust Estate as Grantor may request.

At trial Wife renewed her motion to appoint a guardian ad litem for Husband, stating during Husband's testimony:

Wife's Counsel: Your Honor, I'm going to, at this point, renew my objection-renew my motion to appoint a guardian ad litem. [Husband] clearly doesn't remember key-specif-things that are not-that are key to the case, such as giving instructions to close out marital accounts and sequester marital assets that [Wife] has not had the benefit of and-
The Court: Well, counsel, do you have any response?
Husband's Counsel: Judge, I think [Husband's] testimony was that he approved of it. He does-he does [have] memory deficits, there's no question about that, but I-I don't see the need for a guardian ad litem to look after his interest. He seems to know what his own interests are. He-he does have specific memory deficits.
The Court: Well, counsel, frankly, this won't be the first person I've seen who doesn't have an idea how and where bills are paid.
Wife's Counsel: I-
The Court: I don't know that that in and of itself is a sufficient reason. I've watched him testify, he certainly understands what you're asking him. Apparently, he's put his trust in one person to pay his bills and has relied on that person to do it.

The trial court then denied Wife's renewed motion.

After considering the record, the testimony, the evidence, and the proposed distribution of marital property filed by each party, the trial court entered its Judgment on February 4, 2008. The trial court found that in March 2002, while the parties were dating, Husband suffered a debilitating stroke. The stroke caused Wife to leave her employment as a cosmetologist to help Husband with his recovery, and also necessitated Husband's retirement from the St. Louis County Sheriff's Department. The trial court found that Husband resided in a Senior Retirement Community, while Wife continued to reside in the Residence. Further, Husband's gross income in 2006 was approximately $60,000, while Wife had no income that year. In its Judgment, the trial court made the following findings regarding the parties' property.

The Residence

The trial court found that Husband purchased the Residence in 1997, though he subsequently deeded the Residence to the Trust. The trial court also found that in 1998 Husband amended the Trust to make Wife the beneficiary of the Residence at his death 2

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Cite This Page — Counsel Stack

Bluebook (online)
289 S.W.3d 747, 2009 Mo. App. LEXIS 589, 2009 WL 1285913, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roche-v-roche-moctapp-2009.