Stephen George Beem v. Joan Nan Gallina Beem

CourtCourt of Appeals of Tennessee
DecidedApril 28, 2010
DocketW2009-00800-COA-R3-CV
StatusPublished

This text of Stephen George Beem v. Joan Nan Gallina Beem (Stephen George Beem v. Joan Nan Gallina Beem) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stephen George Beem v. Joan Nan Gallina Beem, (Tenn. Ct. App. 2010).

Opinion

IN THE COURT OF APPEALS OF TENNESSEE AT JACKSON November 18, 2009 Session

STEPHEN GEORGE BEEM v. JOAN NAN GALLINA BEEM

An Appeal from the Circuit Court for Shelby County No. CT-00745-08 Walter C. Kurtz, Senior Judge

No. W2009-00800-COA-R3-CV - Filed April 28, 2010

This appeal involves a motion to set aside a marital dissolution agreement. After a long marriage, the parties filed cross-petitions for divorce. After mediation, they entered into a marital dissolution agreement settling division of the considerable martial estate. The parties presented the MDA to the trial court, and it was approved and incorporated into the final decree of divorce. Several weeks later, the husband filed this pro se petition to have the MDA set aside, claiming that, at the time it was signed, he was not mentally competent to enter in to such an agreement. The husband’s motion was denied, and the wife was awarded attorney fees pursuant to the terms of the MDA. The husband now appeals. We affirm. We hold that the evidence supports the factual finding below that the husband was mentally capable of understanding the consequences of the MDA, and we find no abuse of its discretion in the trial court’s denial of the husband’s motion to set it aside. We also affirm the award of attorney fees to the wife, and award attorney fees for this appeal.

Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Circuit Court is Affirmed and Remanded

H OLLY M. K IRBY, J., delivered the opinion of the Court, in which D AVID R. F ARMER, J., and J. S TEVEN S TAFFORD, J., joined.

Leah Lloyd Hillis, Memphis, Tennessee, for the appellant, Stephen George Beem 1

Amy J. Amundsen, Memphis, Tennessee, for the appellee, Joan Nan Gallina Beem

1 Husband represented himself in the proceedings below, and on appeal, he wrote his own appellate brief. Attorney Hillis was retained to represent Beem on appeal for purposes of oral argument. OPINION

Plaintiff/Appellant Stephen George Beem (“Husband”) and Defendant/Appellee Joan Nan Gallina Beem (“Wife”) were married in September 1973.2 Husband is an attorney who practiced for many years in Shelby County, Tennessee. In 2005, Husband opened a law practice in Deer Valley, Utah. He began to spend much of his time there establishing his practice, living part of the time in Utah and part of the time in Tennessee with Wife.3 Wife owned property in Utah and spent some time there with Husband. Husband now resides primarily in Utah.

By January 1, 2007, the parties had officially separated. Husband was devastated by the deterioration of his marriage and sought treatment for depression. In contemplation of their eventual divorce, the parties tried to negotiate a marital dissolution agreement (“MDA”) out of court in order to amicably resolve the division of their marital property. As part of the negotiations, Husband submitted to Wife three different MDA drafts; none were accepted. After their negotiations broke down, in February 2008, the parties filed cross petitions for divorce, both alleging inappropriate marital conduct and irreconcilable differences.4

At the time the divorce petitions were filed, the parties had assets worth between $7,000,000 and $10,000,000. The classification and equitable division of these assets were issues that were hotly contested. On June 16, 2008, the trial court entered a scheduling order that established discovery deadlines and set the trial for July 22, 2008. At the time, Husband was represented by Shelby County attorney David Caywood (“Caywood”). Husband urged Caywood to seek a continuance of the trial date to permit adequate time for discovery, but Caywood advised Husband that it would be inappropriate to do so.

By agreement, the parties entered into mediation before retired Judge George Brown (“Judge Brown”) on July 21, 2008, the day before the scheduled trial. The mediation was lengthy and involved, lasting into the evening. It yielded handwritten notes that became the substance of an agreement between the parties. Overnight, counsel for Wife reduced the notes to a 22- page formal Marital Dissolution Agreement (“MDA”).

2 The parties have two adult children born of the marriage. 3 In 2006, when Husband was summoned for federal jury duty in Tennessee, he claimed that he was a resident of Utah. 4 The case was assigned to Senior Judge Walter C. Kurtz.

-2- The next day, on the morning of the scheduled trial, the parties appeared before the trial court at 9:00 a.m., announced a settlement, and requested additional time to execute and file the MDA. Before signing the MDA, however, Husband asked for the addition of an addendum, relieving him of responsibility for certain debts he owed to Wife. Wife agreed, and this addendum was added to the MDA. The parties signed the MDA with the addendum attached. After doing so, the parties returned to the trial court, announced their agreement, and presented the executed MDA. Husband and Wife were both sworn in as witnesses, and both testified that they desired to enter into the MDA. Attorney Caywood stated in open court that the MDA “was gone over very carefully last night and, in fact, before we left, . . . the parties signed a four or five-page handwritten document, so they’ve had all night to think about it yesterday . . . .” Husband and Wife signed each page of the MDA and sought the trial court’s approval of it. The trial court approved the MDA that day and incorporated it into the final decree of divorce.5

On or around September 10, 2008,6 Husband filed a pro se motion pursuant to Rule 60.02(5) of the Tennessee Rules of Civil Procedure, seeking to set aside the final decree of divorce and the MDA. In the motion, Husband claimed that, at the time he executed the MDA, he was suffering from a mental incapacity and his rationality was compromised by serious depression. Because of this mental incapacity, Husband claimed, it would be “unfair, inequitable, and not in the furtherance of the administration of justice to not relieve him from the Final Decrees [sic] and Marital Dissolution Agreement that he signed and agreed to under duress and without the benefit of a clear mind.” Attached to this motion was Husband’s own affidavit and a statement by his physician, Joseph Fritter, M.D. (“Dr. Fritter”). In the statement, Dr. Fritter said that Husband was “being treated for major depressive disorder,” beginning in January 2008 and continuing to the date of the statement, and that any decisions made by Husband during his treatment for this condition would be compromised.

Shortly after Husband filed this pro se motion, in October 2008, the trial court entered a consent order allowing attorney Caywood to withdraw from representing Husband.

After Husband filed his motion to set aside the MDA, the parties engaged in significant discovery. Wife noticed the depositions of retired Judge Brown, Attorney Caywood, and Husband’s friend William Schrader (“Schrader”). Husband filed a motion to quash the depositions, but the motion was denied.

5 On August 11, 2008, the trial court entered an amended final decree of divorce to correct a clerical error in the original decree. 6 The date on which this document was filed is not clear in the record; however, the parties both assert in their briefs that the document was filed on September 10, 2008.

-3- In an order dated January 14, 2009, the trial court found that Husband was entitled to a hearing on his motion. The hearing was scheduled for March 2, 2009.

On February 13, 2009, two weeks before the scheduled hearing on the motion to set aside, Husband filed a motion for a continuance of the hearing to give him an opportunity to retain counsel.

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Stephen George Beem v. Joan Nan Gallina Beem, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stephen-george-beem-v-joan-nan-gallina-beem-tennctapp-2010.