DONNA S. SECK VS. THEODORE R. SHALACKÂ (FM-12-1303-11, MIDDLESEX COUNTY AND STATEWIDE)
A-1563-15T2
| N.J. Super. Ct. App. Div. | May 31, 2017Background
- Parties married in 1996; divorced by dual final JOD in 2011 incorporating a matrimonial settlement agreement (MSA). No children.
- MSA allocated plaintiff's TIAA‑CREF retirement account (marital portion to be split 50/50, premarital portion specified as $39,444.92) and required QDROs for dividing the parties’ retirement accounts (defendant's E‑Trade and Wells Fargo IRAs). Exhibit A awarded plaintiff a ~5×7 multi‑color rug.
- Pension appraisal valued the TIAA‑CREF at $524,366.41 (marital portion determined by a .6246 coverture fraction). Plaintiff argued defendant’s share was $144,037.17; defendant argued a larger share based on a different reading of the MSA.
- Defendant failed to prepare QDROs and failed to comply with court orders to produce IRA statements; plaintiff’s counsel obtained account statements by POA and court later set off plaintiff’s IRA share against defendant’s TIAA share.
- Plaintiff sought a $2,395 credit for a rug defendant discarded; initial court awarded the credit based on a store salesperson’s note. Trial court awarded plaintiff partial counsel fees; parties appealed the distribution, rug credit, and fee award.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Proper calculation of marital share and defendant's percentage of plaintiff's TIAA‑CREF | Use pension appraisal coverture fraction to determine marital pot; defendant entitled to 50% of marital share → defendant = $144,037.17 (or alternatively lower) | MSA limits premarital portion to $39,444.92; defendant claims larger share (one‑half of total minus premarital amount) and disputes coverture application | Affirmed in part: trial court did not abuse discretion in using the pension appraisal/coverture fraction; court’s ultimate figure for defendant ($163,759.63 in order) stands as reasonable under record and coverture analysis. |
| Division of defendant's E‑Trade and Wells Fargo IRAs by QDRO versus immediate setoff | Plaintiff sought immediate credit/setoff for her 50% share because defendant failed to comply with QDRO orders; setoff avoids further disputes | Defendant argued MSA required QDROs and court should enforce that method; setoff could create tax consequences | Affirmed: defendant’s repeated noncompliance waived his right to insist on QDRO route; setoff of plaintiff’s IRA shares was permissible on record. |
| Credit for discarded household rug (value $2,395) | Plaintiff relied on store salesperson note showing a $2,395 price (with $995 sale price) for a rug and argued she should be credited for replacement/value | Defendant challenged sufficiency and relevance of the evidence and later opposed the rug award | Reversed: trial court’s $2,395 credit unsupported by reliable evidence; remand for further proof or denial; plenary hearing if material facts remain in dispute. |
| Award of attorney’s fees to plaintiff | Fees sought for multiple motions and responses; plaintiff obtained partial relief | Defendant contended the court failed to apply statutory/factor test (N.J.S.A. 2A:34‑23; R.5:3‑5) and made insufficient findings | Reversed and remanded: fee award lacked necessary findings and task/result linkage; trial court to reconsider fees consistent with statutory/rule factors after resolution on remand. |
Key Cases Cited
- La Sala v. La Sala, 335 N.J. Super. 1 (App. Div. 2000) (trial court allocation of marital assets reviewed for abuse of discretion)
- Barr v. Barr, 418 N.J. Super. 18 (App. Div. 2011) (coverture fraction explained and recognized for retirement‑benefit distribution)
- Eisenhardt v. Eisenhardt, 325 N.J. Super. 576 (App. Div. 1999) (definition and operation of coverture fraction)
- Cesare v. Cesare, 154 N.J. 394 (1998) (trial court factual findings binding if supported by adequate, substantial, credible evidence)
- Rova Farms Resort, Inc. v. Investors Ins. Co., 65 N.J. 474 (1974) (standard for appellate deference to trial court findings)
