Sara Yount Pettingill v. Jeffrey Lucius Pettingill

CourtCourt of Appeals of Kentucky
DecidedSeptember 16, 2021
Docket2018 CA 000632
StatusUnknown

This text of Sara Yount Pettingill v. Jeffrey Lucius Pettingill (Sara Yount Pettingill v. Jeffrey Lucius Pettingill) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sara Yount Pettingill v. Jeffrey Lucius Pettingill, (Ky. Ct. App. 2021).

Opinion

RENDERED: SEPTEMBER 17, 2021; 10:00 A.M. NOT TO BE PUBLISHED

Commonwealth of Kentucky Court of Appeals

NO. 2018-CA-0632-MR AND NO. 2018-CA-0923-MR

SARA YOUNT PETTINGILL APPELLANT

APPEALS FROM JEFFERSON FAMILY COURT v. HONORABLE A. CHRISTINE WARD, JUDGE ACTION NO. 13-CI-502075

JEFFREY LUCIUS PETTINGILL APPELLEE

OPINION AFFIRMING IN PART, REVERSING IN PART, AND REMANDING

** ** ** ** **

BEFORE: MAZE, TAYLOR, AND K. THOMPSON, JUDGES.

THOMPSON, K., JUDGE: Sara Yount Pettingill appeals from two separate orders

of the Jefferson Family Court relating to the dissolution action between her and

Jeffrey Lucius Pettingill (Jeff). In No. 2018-CA-0632-MR, Sara appeals from the

family court’s property distribution order amending the judgment entered on February 26, 2018, as amended by the order entered on March 19, 2018. In No.

2018-CA-0923-MR, Sara appeals from the family court’s May 30, 2018 order,

denying her Kentucky Rules of Civil Procedure (CR) 60.02(f) motion to reopen the

dissolution action to divide personal property. We affirm as to the division of the

value of the home on remand, but reverse the denial of the CR 60.02(f) motion to

reopen and reverse the award of post-judgment interest. We remand for a just

division of the marital personal property and entry of a new judgment.

Jeff and Sara married in 2010 and began living in the home Sara

owned which she was in the process of renovating with $50,000 she had inherited

from her aunt. They had a child in 2012 and Sarah petitioned for dissolution in

2013. The current appeals are based upon actions the family court took regarding

their property after initial appeals to our Court which were resolved in 2017. We

only discuss the portions of the prior proceedings necessary for understanding the

current appeals.

In the dissolution action, the parties stipulated that the home was

Sara’s nonmarital property, subject to a marital claim by Jeff as they paid down the

mortgage during their marriage. They also stipulated to the value of the home as

follows: November 2010 – $200,000; June 2013 – $215,000; January 7, 2014 –

$263,000. There was also a stipulation as to the division of personal property

which was later withdrawn.

-2- The trial was held in 2014 and a limited decree of dissolution was

entered, reserving other issues. During the trial both parties offered evidence

regarding property division, which included the home, vehicles, Jeff’s expended

retirement funds, Sara’s retirement account, and the division of personal property.1

In January 2015, the original trial judge retired. On February 19,

2015, a property division judgment was entered which was drafted by a new judge

with the following awards of note: (1) Sara was awarded the home and credited

with having a $44,000 nonmarital equity in the home and entitlement to the

$15,000 increase in its value during the marriage due to her investment of $50,000

in nonmarital funds for its renovation based on the November 2010 and June 2013

stipulations of the home’s value, resulting in $59,000 of its value being her

nonmarital property with the remaining $22,157 of equity deemed marital; (2)

proceeds of the couple’s sale of a marital vehicle totaling $17,250 which were held

in escrow by Sara’s attorney were divided with $3,500 restored to Sara for her

nonmarital contribution and $13,750 deemed marital; (4) Jeff was assigned the

$13,750 of marital funds in the escrow account as a just division of both the car

sale proceeds and the $22,157 of marital equity in the home, with Sara given a

higher percentage as a just division as Jeff had higher earnings, Sara assumed

1 There were other issues resolved that are not relevant to this appeal, including custody and child support.

-3- responsibility for paying off an upside-down loan on the vehicle assigned to her

and marital funds were used to pay the taxes on Jeff’s nonmarital property lots; and

(5) Sara and Jeff were each awarded one-half of Sara’s marital retirement account

but Jeff’s portion was reduced by $17,605 which was half of the retirement

accounts he cashed in during the marriage and spent on himself without Sara’s

knowledge for nonmarital items.2 The issue of the distribution of personal

property was not addressed.

Jeff subsequently moved for modification on several grounds

including the valuation and division of the marital home and requested that the

family court explain what proof it had that he dissipated funds from his retirement

accounts.

On June 17, 2015, an order was entered in which the family court

rejected Jeff’s claims regarding the home, deeming the $215,000 valuation

appropriate as joint contributions to pay the mortgage ceased with their separation

and the parties agreed all home remodeling and renovation had been completed by

that time. It explained its division was proper because a $15,000 increase in the

home’s value was attributable to Sara’s investment of $50,000 in nonmarital funds

to renovate the home. The family court stated it made no finding that Jeff

2 For ease, we omit all references to cents in reciting monetary amounts and in doing so do not “round” to the nearest dollar.

-4- dissipated marital funds and all his expended retirement funds were marital

because he had not traced them.

Jeff filed a timely notice of appeal on June 29, 2015, but continued

litigating before the family court. On July 6, 2015, he filed a motion for additional

findings as to the division of personal property and the disbursement of the

$13,750 held in the escrow account.

In an August 17, 2015 order, the family court acknowledged it had

failed to address all existing issues, explaining that at trial both parties had offered

itemized lists of marital and nonmarital personal property, but that no division of

these items had been made, and it was appropriate to now clarify what was owed to

Jeff from Sara’s marital portion of her retirement account given her submission of

evidence as to its value.

The family court recounted the evidence admitted at trial regarding

the division of personal property, which was largely agreed to by the parties. Sara

tendered two lists of personal property with a total marital property value of

$51,501 and proposed that Jeff be awarded marital personal property that totaled

$45,542. Sara enumerated a list of the marital items that she wished to retain

totaling $5,959 and requested that she be credited with the difference in value.

Sara testified she constructed these lists from a previous document created by Jeff

and given to her, with the values from him.

-5- Jeff did not dispute the valuation or how the property was to be

divided between them but requested that the items be divided in such a way that

neither party would owe the other party money. Of note, the family court stated

that Jeff testified that all of the items were in Sara’s possession.

While there was a dispute as to whether certain items to be awarded to

Jeff were nonmarital, the family court found that Jeff offered no proof besides his

own testimony and made a credibility finding against him. The family court chose

to award the property as Sara had designated and Jeff agreed, and concluded that

Jeff owed Sara $19,763 to equalize the distribution of this marital personal

property.

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