Rosevear v. Rosevear

65 Cal. App. 4th 673, 76 Cal. Rptr. 2d 691, 98 Cal. Daily Op. Serv. 5607, 98 Daily Journal DAR 7807, 1998 Cal. App. LEXIS 631
CourtCalifornia Court of Appeal
DecidedJuly 16, 1998
DocketNo. A077145
StatusPublished
Cited by65 cases

This text of 65 Cal. App. 4th 673 (Rosevear v. Rosevear) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rosevear v. Rosevear, 65 Cal. App. 4th 673, 76 Cal. Rptr. 2d 691, 98 Cal. Daily Op. Serv. 5607, 98 Daily Journal DAR 7807, 1998 Cal. App. LEXIS 631 (Cal. Ct. App. 1998).

Opinion

Opinion

McGUINESS, J.

Carol Rosevear appeals from an order granting respondent Jack Rosevear’s motion pursuant to Code of Civil Procedure section 664.6 for entry of judgment by stipulation, and denying her motion pursuant to Code of Civil Procedure section 473 and Family Code1 section 2120 to set aside the same judgment. Carol2 contends the trial court abused its discretion in refusing to grant her motion to set aside the stipulated judgment. We affirm the trial court’s order and entry of judgment.

I. Factual and Procedural Background

The parties separated on November 29, 1993. Jack filed a petition for dissolution of his marriage with Carol on January 28, 1994. Carol and the parties’ children continued to live at the family home in Novato. After separation, Jack continued to pay for most of the household expenses, including the mortgage on the family residence, utilities, telephone, and groceries. Because most of his income was going to pay these expenses, Jack could not afford a residence of his own, and so lived with his mother for the first year of separation.

[676]*676During most of the parties’ 12-year marriage, Jack was employed by the County of Marin Fire Department as a firefighter. In 1994, Jack’s gross annual income was between $65,000 and $70,000, including both his salary from firefighting and from Rosevear Private Investigations, his part-time private investigation business. The property at issue in the dissolution consisted of the family residence in Novato, Jack’s pension, Rosevear Private Investigations, a brokerage account with Merrill Lynch, Pierce, Fenner & Smith, Inc. (Merrill Lynch), a recreation vehicle (the RV), household furniture and furnishings, and a truck. According to Jack, both the family residence and the RV were separate property owned in equal one-fifth shares by Jack and the parties’ four children, pursuant to inheritance. In the course of settlement negotiations, the parties agreed that the pension, the Merrill Lynch account, the household furniture and furnishings, and the truck were all community property.3 In addition, Carol had an undisputed separate property interest in oil wells through a business entity identified as “Royal Arcadia,” and premarital and postseparation earnings, gifts and accumulations.

Carol was unrepresented by counsel for over one year from the filing of Jack’s petition for dissolution in January 1994 until February 1995. In February 1994, Jack’s attorney, John Grey, sent Carol a written offer of settlement, offered to draft a marital settlement agreement if the terms of the proposal were acceptable, and urged Carol to consult an attorney. When [677]*677Carol did not respond, Grey wrote her in June and August 1994, again asking her to review the proposal in consultation with an attorney. In his letter of August 10, 1994, Grey stated: “As you know, your husband has been making voluntary support payments that are, in my opinion, well in excess of those that would be ordered by the court. We need to enter into a stipulation regarding support that would establish the voluntary support in a way that would be mutually beneficial to you for tax purposes.” On November 3, 1994, Grey served Carol with a preliminary declaration of disclosure, setting out Jack’s income and expense declaration, schedule of assets and debts, and copies of tax statements, pay receipts, and credit union statements. Carol did not file a preliminary declaration of disclosure. On December 7, 1994, February 3, 1995, and February 16, 1995, Grey sent Carol a series of proposed drafts for a marital settlement agreement (MSA) between the parties, based on informal, tentative discussions between the parties. Each time, Grey urged Carol to obtain legal advice, and stated his understanding that Carol would submit the MSA for review by an attorney of her own.

In February 1995, Carol retained Attorney Sarah Friesendorf to represent her. Although Carol thought the proposed MSA was “fairly satisfactory,” and that it “left [her] in a position [in which she] would not have been nearly so vulnerable financially and would have had some control over the financial affairs of the children,” Friesendorf told Carol that “the arrangement was a terrible one” for her, and that “she could do much better . . . .” On February 27, 1995, Grey wrote Friesendorf to acknowledge her representation of Carol. Grey asked Friesendorf for her comments on the proposed MSA and for Carol’s preliminary declaration of disclosure, and stated his desire to arrange a meeting to discuss settlement. Thereafter, Friesendorf rejected the proposed MSA on behalf of Carol. In response, on March 14, 1995, Grey removed all previous proposals for settlement and again requested Carol’s preliminary declaration of disclosure.

On March 15, 1995, Friesendorf wrote Grey requesting informal discovery from Jack of documents relating to the parties’ previous sale of a residence, expenditures by Jack in connection with the probate of his parents’ estate, escrow documents and records relating to the purchase of the family residence, Jack’s last three paycheck vouchers, and information on his medical and pension plans. On March 17, 1995, Jack responded to Friesendorf’s request for informal discovery by providing copies of Jack’s most recent paycheck stubs, a copy of the June 1994 statement for Jack’s pension, and statistical data to enable Friesendorf to obtain an actuarial evaluation of the pension. Grey offered to obtain a first quarter financial statement for Jack’s personal business prepared by an accountant. With [678]*678regard to the rest of the requested documentation, Grey told Friesendorf that it was located at the family residence where Carol was living, and if they had difficulty locating the documents, Jack would come to the house at a prearranged time to help them find them.

In several letters between March and June 1995, Friesendorf complained to Grey that Jack was not paying Carol’s support or household expenses. In response, Grey sent Friesendorf a series of letters offering to meet and agree on reasonable levels of support and exchange of documents, and making specific proposals with regard to paying support in accordance with applicable guidelines. Jack’s current attorney, Mauna Berkov, associated into the case as cocounsel on May 18, 1995, to assist in dealing with custody issues between the parties. On June 5, 1995, Grey wrote Friesendorf a letter noting he had received no response to any of his proposals for temporary support. Grey wrote that he was substituting out of his representation of Jack, and formally withdrew all previous settlement proposals and offers regarding support in light of his withdrawal from the case. Thereafter, most of the time and attention of Attorneys Berkov and Friesendorf in the case was directed to settling issues of custody until the parties entered into a stipulation and order on August 31, 1995, establishing an equal “timeshare” arrangement, in which the children would rotate between their parents on a weekly basis and attend school in Jack’s school district.

In August 1995, Carol fired Friesendorf and substituted herself as attorney of record. On September 5, 1995, Jack filed his bench/bar settlement conference statement, setting out his position on the parties’ community and separate property, copies of his recent pay vouchers, and his own income and expense declaration. In mid-September 1995, Carol retained Charlotte Huggins as her new attorney.

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65 Cal. App. 4th 673, 76 Cal. Rptr. 2d 691, 98 Cal. Daily Op. Serv. 5607, 98 Daily Journal DAR 7807, 1998 Cal. App. LEXIS 631, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rosevear-v-rosevear-calctapp-1998.