Wilbur v. DeLapp

850 P.2d 1151, 119 Or. App. 348, 1993 Ore. App. LEXIS 588
CourtCourt of Appeals of Oregon
DecidedApril 21, 1993
Docket90C-30119; CA A72176
StatusPublished
Cited by17 cases

This text of 850 P.2d 1151 (Wilbur v. DeLapp) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wilbur v. DeLapp, 850 P.2d 1151, 119 Or. App. 348, 1993 Ore. App. LEXIS 588 (Or. Ct. App. 1993).

Opinion

*350 DEITS, P. J.

Defendant appeals and plaintiff cross-appeals the trial court’s resolution of their dispute in equity to divide assets acquired during the period of their cohabitation in a non-marital relationship.

The parties lived together for 18 years, but never married. When they separated in 1989, plaintiff was 63 and defendant was 46. During most of the parties’ relationship, defendant was employed by the State Highway Division, and was primarily responsible for paying the couple’s living expenses. Plaintiffs main contribution was as a homemaker, although she worked during part of the relationship and contributed that money to household expenses. She also contributed an inheritance of approximately $5,000, as well as approximately $3,000 from the settlement of a dissolution of a prior marriage. In 1983, when she began drawing social security, she contributed those funds to household expenses.

In 1977, defendant obtained a loan from the Department of Veterans Affairs and purchased, in his name only, the house in which the parties lived until their separation. Plaintiff sold some jewelry to pay for repairs that were necessary for the house to qualify for the loan. Defendant paid the mortgage and all utility bills except for the telephone bill. Together, the parties purchased and held title to a travel trailer and a membership in Trail’s End. In April, 1989, defendant bought a lot in La Pine. Plaintiff testified that they bought the land for use during their retirement. Defendant asserted that he purchased the land for his own use. At the time of separation, defendant had accumulated approximately $33,000 in his Public Employes Retirement System (PERS) retirement account, for which plaintiff was the named beneficiary until the couple’s separation. Plaintiff had minimal savings. After the separation, defendant lived in the house and plaintiff lived in the travel trailer. At the time of trial, defendant earned a gross income of $2,500 per month, and plaintiff continued to draw social security of about $670 per month.

The trial court concluded that the parties’ home was treated as “joint property” over the years, that plaintiff made substantial economic and non-economic contributions to the *351 home and that the parties’ actions showed an intent to share the property equally. Accordingly, the court declared the parties to be equal co-tenants in the house. In addition, the court held that plaintiff was entitled to an award of $1,350, which represented one-half of the rental value of the home for the 18 months from the date of separation to the time of the trial, less the mortgage payments made by defendant. The court also granted a $15,000 judgment to plaintiff, which it found represented her one-half interest in the PERS account. However, the court did not attach the PERS account. It also awarded the parties’ travel trailer and their Trail’s End membership to the parties jointly. The La Pine property was awarded to defendant.

On appeal, defendant assigns error to the trial court’s decision to award plaintiff an equal interest in the house. He relies on Beal v. Beal, 282 Or 115, 577 P2d 507 (1978). In that case, the Supreme Court held that, in resolving a property dispute between persons who have been living together in a non-marital domestic relationship, the property should be distributed on the basis of the express or implied intent of the parties. 282 Or at 123. With respect to the house, defendant argues that there is insufficient evidence of an intent to share equally, because only his name is on the title and because he was responsible for the mortgage, taxes and utilities other than the telephone. He contends that to award plaintiff an equal interest in the house is essentially recognizing common law marriage.

Because Oregon does not recognize common law marriage, the parties are not subject to the statutes governing the distribution of marital property, including the presumption of equal contribution to property acquired during the marriage. ORS 107.105. Nonetheless, as discussed in Beal, we may distribute property owned by the parties in a non-marital domestic relationship. The primary consideration in distributing such property is the intent of the parties. However, as we noted in Shuraleff v. Donnelly, 108 Or App 707, 714, 817 P2d 764 (1991), in distributing the property of a domestic relationship, we are not precluded from exercising our equitable powers to reach a fair result based on the circumstances of each case.

*352 Here, defendant held legal title to the house and was solely responsible for the mortgage payments. Legal ownership of the property, however, is not dispositive. Shuraleff v. Donnelly, supra. Plaintiff contributed, financially and otherwise, to improving and maintaining the home. She sold some of her possessions to pay for the maintenance and repair of the house. Further, when she was working outside the home, she pooled her income with defendant’s to pay for repairs and improvements to the house and their combined living expenses. When she was not working, she assumed the role of homemaker. Finally, when she was receiving social security payments, she did not treat them as her exclusive income, but again allowed the money to be used for joint expenses. There is no evidence that this financial arrangement and the division of responsibilities was not agreeable to both parties. We conclude that it was the intent of the parties that plaintiff have an interest in the house and, as a matter of equity, we hold that she is entitled to a one-half interest in the house.

Defendant also argues that the trial court erred in awarding plaintiff approximately half the value of his PERS account. He contends that that award is contrary to the intent of the parties and in violation of the PERS statutes. Technically, plaintiff has no legal entitlement to the PERS benefits because, at the time of trial, she was not a beneficiary. ORS 237.201 and ORS 237.205 do not allow any party, other than a spouse in a dissolution, separation or annulment proceeding, to attach the proceeds of a PERS account.

However, again applying the principles of Beal and Shuraleff, we conclude that plaintiff is entitled to an award that recognizes her contribution to the parties’ financial circumstances, including their provisions for retirement. The parties planned to retire together and conducted their financial affairs accordingly. Defendant told others that he intended to take care of plaintiff in her advanced years and, for that purpose, she was the beneficiary of his PERS account, up until the time of the separation. Plaintiff does not have any retirement funds. Given her primary role as homemaker, she had a limited opportunity to accrue a retirement fund of her own. Her contribution to the relationship assisted defendant in his career and allowed for a more comfortable standard of living. Most of the money that plaintiff received during the *353

Free access — add to your briefcase to read the full text and ask questions with AI

Related

State v. Priester
Court of Appeals of Oregon, 2023
Manley v. McKinney
496 P.3d 663 (Court of Appeals of Oregon, 2021)
In re Domestic Partnership of Joling
443 P.3d 724 (Court of Appeals of Oregon, 2019)
In re Staveland
433 P.3d 749 (Court of Appeals of Oregon, 2018)
In re Johnson
427 P.3d 235 (Court of Appeals of Oregon, 2018)
In Re the Domestic Partnership of Baker
223 P.3d 417 (Court of Appeals of Oregon, 2009)
In Matter of Domestic Partnership of Branam
202 P.3d 886 (Court of Appeals of Oregon, 2009)
In re the Domestic Partnership of Himler
186 P.3d 287 (Court of Appeals of Oregon, 2008)
McKechnie v. Berg
2003 ND 136 (North Dakota Supreme Court, 2003)
Kelley v. Owens
27 P.3d 514 (Court of Appeals of Oregon, 2001)
Salzman v. Bachrach
996 P.2d 1263 (Supreme Court of Colorado, 2000)
Pinto v. Smalz
955 P.2d 770 (Court of Appeals of Oregon, 1998)
Sticka v. Wilbur
126 F.3d 1218 (Ninth Circuit, 1997)
Stufflebean v. Brown
935 P.2d 482 (Court of Appeals of Oregon, 1997)
Wallender v. Wallender
870 P.2d 232 (Court of Appeals of Oregon, 1994)

Cite This Page — Counsel Stack

Bluebook (online)
850 P.2d 1151, 119 Or. App. 348, 1993 Ore. App. LEXIS 588, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilbur-v-delapp-orctapp-1993.