Sites v. Sites

2023 Ohio 1278, 215 N.E.3d 573
Ohio Court of Appeals·Decided April 12, 2023·No. 22CA2·Published·Cited by 2 cases

Opinion

IN THE COURT OF APPEALS OF OHIO FOURTH APPELLATE DISTRICT LAWRENCE COUNTY

LISA SITES, :

Plaintiff-Appellee, : Case No. 22CA2 v. :

PAUL SITES, : DECISION & JUDGMENT ENTRY

Defendant-Appellant. :

APPEARANCES:

Brigham M. Anderson, Ironton, Ohio, for Appellant.

Robert C. Delawder, Ironton, Ohio, for Appellee.

CIVIL CASE FROM COMMON PLEAS COURT DATE JOURNALIZED:4-12-23 ABELE, J.

{¶1} This is an appeal from a Lawrence County Common Pleas Court judgment that overruled a Civ.R. 60(B) motion to vacate a dissolution decree. Paul Sites, defendant below and appellant herein, assigns three errors for review:

FIRST ASSIGNMENT OF ERROR:

“THE TRIAL COURT ABUSED ITS DISCRETION AND ERRED WHEN IT DETERMINED THAT A MISTAKE OR EXCUSABLE NEGLECT WAS NOT MADE WHEN ATTORNEY LAMBERT INFORMED APPELLANT THAT APPELLEE WAS ENTITLED TO HALF OF APPELLANT’S FULL MILITARY RETIREMENT PURSUANT TO CIV.R.

60(B)(1).”

SECOND ASSIGNMENT OF ERROR:

LAWRENCE, 22CA2

“THE TRIAL COURT ABUSED ITS DISCRETION AND ERRED WHEN IT DETERMINED THAT THERE WAS NO FRAUD OR MISREPRESENTATION BY ATTORNEY LAMBERT WHEN HE INFORMED APPELLANT THAT APPELLEE WAS ENTITLED TO HALF OF HIS MILITARY RETIREMENT PURSUANT TO CIV.R.

60(B)(5).”

THIRD ASSIGNMENT OF ERROR:

“THE TRIAL COURT ABUSED ITS DISCRETION AND ERRED WHEN IT DID NOT HOLD AN EVIDENTIARY HEARING TO DETERMINE THE PARTY’S INTENT ONCE IT DETERMINED THAT QDRO WAS A LEGAL IMPOSSIBILITY TO APPELLANT’S MILITARY RETIREMENT.”

{¶2} On November 2, 2002, the parties married for the third time. On July 30, 2020 the parties filed their petition for dissolution and separation agreement that, inter alia, addressed appellant’s military retirement:

The wife will receive a monthly sum of $1445.00 per month from military retirement benefits. This shall begin August 2, [2]020 payable on or before the 10th of each month. A Qualified Domestic Relations Order (QDRO) will issue. The husband will pay the benefits directly to the wife until the month they are withheld from his retirement.

Each party will receive and maintain all rights to any other retirement benefits, annuities, 401K or similar benefits or work-related benefits he/she has at the time of this Agreement except as may be otherwise set forth herein.

{¶3} At the parties’ September 25, 2020 hearing, appellee appeared with counsel and appellant appeared pro se. When asked

LAWRENCE, 22CA2 if he wished to retain counsel, appellant stated, “Um, there’s some things in the paperwork that’s not agreed upon now.” When asked, “[o]therwise the separation agreement provides that Lisa would receive $1,445.00 from your month[ly] from your military retirement benefits, correct Mr. Sites,” appellant replied, “Yes.” Appellant also agreed monthly payments would begin August 2, 2020, and he agreed with appellee’s attorney’s summation that “[t]here will be no spousal support, as the wife is receiving her vehicle paid for with marital money, a property settlement, and retirement benefits.” In addition, appellant agreed that the separation agreement appears to be fair and equitable and he wanted the trial court to adopt the agreement. Consequently, the court approved the separation agreement and granted the parties a dissolution of marriage.

{¶4} On December 2, 2020, appellant filed a Civ.R.

60(B)(1),(3) and (5) motion to vacate the trial court’s September 25, 2020 judgment. In support of his motion, appellant argued that the judgment is based either on mistake or excusable neglect because, appellant alleged, appellee’s counsel incorrectly informed appellant that appellee is entitled to one- half of appellant’s full (1989 to 2011) military retirement benefit. Appellant contends that, even though his military retirement benefit began to accrue in 1989, appellee should only

LAWRENCE, 22CA2 be entitled to one-half the value of the retirement benefit from the date of their 2002 marriage to his 2011 retirement, not the date that he began military service.

{¶5} At the hearing to consider the Civ.R. 60(B) motion, several witnesses testified. Appellee testified that (1) the parties first married from 1992 to 1994, again from 1995 to 1998, and their third and final marriage began November 2002 and ended September 2020, and (2) appellee waived all spousal support because the parties agreed that appellee would receive one-half of appellant’s military retirement benefit. Further, appellee agreed not to pursue any division of appellant’s teacher’s pension because he had only taught for the past 10 or 11 years - “I just felt like that’s what we were together through was the military career. We made an agreement that I would take care of the kids and everything, he would do his military career.”

{¶6} Appellee’s trial counsel also testified at the hearing and recalled appellant’s statement in a July office meeting that he would be “willing to give her $2,500 a month for five years. Then if she remarried it would go to half or at the end of five years it would go to half. And then she indicated she was willing to accept that if it did not decrease during the lifetime.” Counsel testified that appellant did not wish to pay

LAWRENCE, 22CA2 spousal support, but regarding appellant’s military retirement benefit:

I don’t think there was ever a discussion that she was entitled to half of that. That was more of a way of coming up with her, giving her the money that he had actually originally said he was willing to give her.

The easiest way to do that was to give her money out of his retirement and then that way we didn’t get into spousal support issues, uh made it easier for her to get her money every month, and I think even he agreed that that way he didn’t have the money, it would come out of retirement, and then he didn’t have to worry about it.

Appellee’s counsel testified that he told the parties that “any retirement accumulated during the marriage she would be entitled to one half,” that he also believed appellee would be entitled to spousal support based on the inequities in the parties’ incomes, and the parties’ agreed upon amount constituted their agreement irrespective of various retirement funds. Counsel also testified that on at least two occasions, he changed the agreement at appellant’s direction. Once, appellant came to counsel’s office with proposed changes that counsel recommended to appellee she reject, but appellee nevertheless accepted those changes. Appellant also wanted the $2,500 monthly payments to be reduced by half if appellee remarried “because he knew she would be remarried.” Counsel further testified that appellant did not express or indicate any confusion about the agreement’s terms and, although two months elapsed between the agreement’s

LAWRENCE, 22CA2 execution and the final hearing, appellant did not indicate he wanted to change any of the agreement’s terms. At the hearing, appellee’s counsel also read appellant’s text message to appellee that states “we will split the savings and checking, you get $2500.00 a month for three years and then it goes to $1445.00 a month for [rest] of life, I pay insurance, I survivor’s benefits.”

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Sites v. Sites, 2023 Ohio 1278, 215 N.E.3d 573 (Ohio Ct. App. 2023).

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