In re Marriage of Kindschi CA4/3
G057267
Cal. Ct. App.Nov 30, 2020Background:
- Joyce and Ronald Kindschi married in 1975, separated in 2014; no minor children. Joyce was a retired teacher; Ronald a self-employed financial advisor.
- The marital home (originally community property) was awarded to Joyce in Ronald’s bankruptcy, then later deeded back to both; sale of the home after separation produced $1,378,542, which the court ordered held in trust pending final judgment.
- Joyce sought pendente lite support and discovery; Ronald repeatedly failed to comply with discovery orders and was sanctioned; temporary support orders and multiple interim disbursements from the trust were entered.
- Forensic accountants disputed Ronald’s income; the trial court credited Joyce’s expert (Sperry) and found Ronald’s monthly income about $9,500, awarding Joyce spousal support and finding large arrears.
- The court found Joyce had contributed over $1.5 million of separate-property equity to the house and ruled the trust sale proceeds were Joyce’s separate property, ordering reimbursement adjustments and awarding Joyce sanctions (attorney/expert fees) for Ronald’s breaches of fiduciary duty and discovery failures.
Issues:
| Issue | Plaintiff's Argument (Joyce) | Defendant's Argument (Ronald) | Held |
|---|---|---|---|
| Spousal support income finding | Court should credit expert evidence showing Ronald earns ~$9,500/month | Court improperly imputed income; Ronald had only Social Security and no other income | Court affirmed: substantial evidence (both accountants) supports $9,500/month finding; no improper imputation |
| Release of trust funds for Ronald's attorney fees | Deny release; funds presumptively Joyce’s and Ronald had not proven need | Ronald needed releases to retain counsel; claimed inability to pay | Court acted within discretion: prior disbursements totaled $115,000; later oral requests lacked required evidentiary showing of need under Fam. Code §2030 |
| Characterization of sale proceeds (separate vs. community) | Proceeds are Joyce’s separate property because her separate contributions to acquisition exceeded sale proceeds (§2640) | Ronald argued he was entitled to at least half; referenced loans/trust but failed to explain or trace | Ronald forfeited challenge by failing to cite and discuss material evidence; court’s finding that proceeds were Joyce’s separate property upheld |
| Court duties to pro se litigant | Not raised by Joyce | Ronald contends court failed to assist, refer to self-help, or help admit his expert evidence | Court did not abuse discretion; judges need not coach pro se litigants and Ronald is held to same standards as attorneys |
Key Cases Cited
- In re Marriage of Reynolds, 63 Cal.App.4th 1373 (Cal. 1998) (retirement cannot be ignored; court must not impose an improper capacity-to-earn standard when evaluating support)
- Rayii v. Gatica, 218 Cal.App.4th 1402 (Cal. 2013) (appellant forfeits sufficiency challenge by citing only favorable evidence and failing to address opposing record)
- In re Marriage of Ciprari, 32 Cal.App.5th 83 (Cal. 2019) (review standards for statements of decision and credibility findings)
- In re Marriage of Duncan, 90 Cal.App.4th 617 (Cal. 2001) (standards for attorney fee awards under Fam. Code §2030 and discretion of trial court)
- In re Marriage of Falcone & Fyke, 164 Cal.App.4th 814 (Cal. 2008) (burden on applicant to prove necessity for fee award)
- In re Marriage of Gonzales, 51 Cal.App.3d 340 (Cal. 1975) (need is a prerequisite to attorney fee awards in dissolution cases)
- In re Marriage of Sullivan, 37 Cal.3d 762 (Cal. 1984) (purpose of fee awards is to ensure access to legal representation throughout proceedings)
- Burnete v. La Casa Dana Apartments, 148 Cal.App.4th 1262 (Cal. 2007) (pro se litigants are held to the same procedural standards as attorneys)
- In re Kobayashi v. Superior Court, 175 Cal.App.4th 536 (Cal. 2009) (limits on duties a court owes to self-represented litigants)
