Thomas A. Carr v. Maribeth C. Carr

CourtCourt of Appeals of Virginia
DecidedApril 11, 2023
Docket0607222
StatusUnpublished

This text of Thomas A. Carr v. Maribeth C. Carr (Thomas A. Carr v. Maribeth C. Carr) is published on Counsel Stack Legal Research, covering Court of Appeals of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thomas A. Carr v. Maribeth C. Carr, (Va. Ct. App. 2023).

Opinion

COURT OF APPEALS OF VIRGINIA

Present: Chief Judge Decker, Judges Huff and Callins UNPUBLISHED

Argued by videoconference

THOMAS A. CARR MEMORANDUM OPINION* BY v. Record No. 0607-22-2 JUDGE GLEN A. HUFF APRIL 11, 2023 MARIBETH C. CARR

FROM THE CIRCUIT COURT OF HENRICO COUNTY Rondelle D. Herman, Judge

Susan C. Armstrong (Armstrong Law Firm, pllc, on briefs), for appellant.

Richard L. Locke (Shannon S. Otto; Locke & Otto, on brief), for appellee.

The Henrico County Circuit Court (the “trial court”) awarded Maribeth C. Carr (“wife”) a

divorce from Thomas A. Carr (“husband”). On appeal, husband contends the trial court erred in

awarding wife spousal support because she failed to prove her need for spousal support.

Husband also asserts the trial court failed to sufficiently articulate its consideration of the factors

set forth under Code § 20-107.1(E) in support of its award of spousal support. Finally, husband

claims the trial court erred by not awarding him a divorce from wife on the basis that she

deserted their marriage. For the following reasons, this Court affirms the trial court’s judgments.

* This opinion is not designated for publication. See Code § 17.1-413. BACKGROUND1

“When reviewing a trial court’s decision on appeal, [this Court] view[s] the evidence in the

light most favorable to the prevailing party,”—here, wife—“granting [her] the benefit of any

reasonable inferences.” Nielsen v. Nielsen, 73 Va. App. 370, 377 (2021) (quoting Congdon v.

Congdon, 40 Va. App. 255, 258 (2003)).

The parties married on June 24, 1989, and have three adult children. For most of the

marriage, wife stayed at home to care for the children while husband worked. Beginning in 2010,

wife began to work full-time as a real estate agent. In 2015, wife told husband that she felt unhappy

with their marriage, and the parties participated in marriage counseling sessions. In March 2016,

the parties executed a “Collaborative Participation Agreement” to use the collaborative process to

dissolve their marriage without litigation. They paused the collaborative process shortly thereafter

when wife was diagnosed with a medical illness requiring extensive treatment.

In January 2017, wife moved out of the marital residence. In December 2017, she asked

husband to reconcile, and the parties attempted to reconcile until December 2019. Notwithstanding

their attempts at reconciliation, the parties continued to live separately. At the end of 2019, they

resumed the process to dissolve their marriage and engaged in that collaborative process until the

end of 2020. The parties ended the collaborative process after failing to resolve all their issues.

On January 13, 2021, wife filed a complaint for divorce and requested the trial court grant

her a divorce on the grounds that the parties had lived separate and apart for more than one year.

She also asked the court to equitably distribute the parties’ assets, award her pendente lite and

1 Portions of the record in this case were sealed. Nevertheless, the appeal necessitates unsealing relevant portions of the record to resolve the issues husband has raised. Evidence and factual findings below that are necessary to address the assignments of error are included in this opinion. Consequently, “[t]o the extent that this opinion mentions facts found in the sealed record, we unseal only those specific facts, finding them relevant to the decision in this case. The remainder of the previously sealed record remains sealed.” Levick v. MacDougall, 294 Va. 283, 288 n.1 (2017). -2- permanent spousal support, and grant her attorney fees and costs. Husband filed a counterclaim

requesting a divorce on the grounds of desertion, “or, in the alternative, on the ground of the parties’

one-year separation.” He also sought an award of equitable distribution and his attorney fees and

costs. After a pendente lite hearing, the trial court ordered husband to pay wife $8,500 per month in

spousal support during the pendency of the litigation

On October 25, 2021, the trial court entered an order incorporating the parties’ equitable

distribution agreement. In addition to other provisions in the agreement, husband agreed to pay

wife $1,110,124, plus a portion of the distributions he would receive from the sale of his interest in

the company “SYCOM” to his new employer, InterVision.

On November 17, 2021, the case proceeded to trial with respect to the issues of spousal

support, the grounds for divorce, and life insurance.2 Wife testified that the parties had “built a

really nice life,” which included a country club membership, a vacation home, private schools for

their children, multiple vacations per year, and foreign travel. As to her income as a real estate

agent, wife testified that she earned $70,485.75 in 2021, “about half” of what she earned in 2020.

Wife also submitted, without objection, an income and expense statement showing that her monthly

expenses totaled $21,379. She testified that the expenses listed therein were “at or below the

standard of living that [she] had during the marriage.”

Wife acknowledged that her 2021 income did not account for income she would receive

from investing her share of the equitable distribution settlement. She also testified that she made a

$250,000 down payment on a new condominium home using money she borrowed from her father

and that she repaid her father using the equitable distribution settlement. During cross-examination,

however, wife admitted that her father had gifted her the $250,000 to purchase the home. At the

2 Husband did not appeal the trial court’s rulings regarding life insurance. -3- time of trial, wife had $977,563 in her bank account and $160,000 in a separate investment

account.3

Husband introduced testimony from an expert financial planner who opined as to the

additional annual income wife could receive if she invested her assets. The expert assumed that

wife would receive an inheritance in the future, that wife’s annual income was $150,000, and that

wife was willing to make “substantially risky investment[s].” The expert concluded that, if wife

invested between $1,100,000 and $1,300,000 in a portfolio consisting of “[a]bout 60 percent in

stocks and 40 percent in bonds,” she could expect a seven percent return on her investment resulting

in additional annual income between $66,000 and “just over” $90,000.

During cross-examination, husband’s expert financial planner admitted that if wife did not

receive an inheritance in the future, she could expect only a five percent return on her investments,

two percent of which would be “income.” The remaining three percent of her return would be

comprised of asset appreciation and require her to liquidate part of her original investment. The

expert further admitted that he did not know wife’s risk tolerance for investing and that, if she was

risk adverse, her rate of return would be lower. The expert conceded that, if wife was “very risk

adverse,” he had “no ability to assume what the rate of return would be.” Neither party offered any

other evidence or testimony regarding wife’s risk tolerance.

As to his income, husband testified that he had a base salary of $306,000 with a potential for

a $120,000 bonus. He admitted that he had approximately one million dollars in cash at the time of

trial and that he “should be able to get the same return” on his investments as wife. Husband also

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