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324 P.3d 1264
Okla. Civ. App.
2014
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Background

  • Marriage March 2010; dissolution petition April 2011; decree April 2012.
  • Husband owned pre-marital Meeker, ~$94,000; title transferred to joint tenancy with Wife August 3, 2010.
  • Harrah marital home; both names on deed; little equity at dissolution.
  • Wife claimed Meeker property was marital; evidence included real estate agent testimony and gift documents.
  • Husband testified he placed title in joint tenancy to appease Wife; no donative intent; Wife had separate funds and accounts; court found no donative intent.
  • Trial court found clear and convincing evidence rebutted gift presumption; Meeker property not part of marital estate; appeal filed by Wife.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Meeker property is part of the marital estate Beene: joint tenancy created a gift to the marital estate Beene: no donative intent; gift rebutted Affirmed; Meeker not part of marital estate

Key Cases Cited

  • Smith v. Villa-real, 2012 OK 114 (OK 2012) (equitable cognizance; defer to trial court on credibility and weight of evidence)
  • Beale v. Beale, 2003 OK CIV APP 90 (OK Civ. App. 2003) (presumption of interspousal gift; can be overcome by clear and convincing evidence)
  • Larman v. Larman, 1999 OK 83 (OK 1999) (interspousal gift presumption and ownership regime preserved unless donative intent shown)
  • Mueggenborg v. Walling, 1992 OK 121 (OK 1992) (title transferred with joint tenancy; lack of explicit donative intent)
Read the full case

Case Details

Case Name: Beene v. Beene
Court Name: Court of Civil Appeals of Oklahoma
Date Published: Feb 28, 2014
Citations: 324 P.3d 1264; 2014 WL 1767689; 2014 OK CIV APP 32; 2014 Okla. Civ. App. LEXIS 11; No. 110707
Docket Number: No. 110707
Court Abbreviation: Okla. Civ. App.
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    Beene v. Beene, 324 P.3d 1264