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In RE the Marriage of Julianne R. Schenkelberg and Gary W. Schenkelberg. Upon the Petition of Julianne R. Schenkelberg
824 N.W.2d 481
| Iowa | 2012
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Background

  • Marriage dissolution case in Iowa involving Julianne R. Schenkelberg and Gary W. Schenkelberg; premarital agreement found valid under IUPAA after bifurcated trial.
  • District court allocated property per premarital agreement: Julianne $312,295; Gary $1,769,517; spousal support set at $5,000 per month then $2,000 after age 62, with no expert fees awarded.
  • Julianne appealed on validity of premarital agreement, equity of property division, sufficiency of spousal support, and denial of attorney expert fees.
  • Court of Appeals affirmed the district court on premarital agreement and property distribution; Julianne sought further review.
  • Court sua sponte found Gary’s income for support calculations was substantially higher than the district court’s $208,000 average, based on S-corp distributions and loans evidence.
  • Court ultimately vacated the spousal support and expert-fee rulings and modified: spousal support set at $7,000 per month for life; additional $17,050 in expert-fee damages awarded; costs split.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Validity of premarital agreement Schenkelberg argues premarital agreement invalid. Schenkelberg contends agreement valid and enforceable. Premarital agreement valid; affirmed.
Equity of property distribution Distribution inequitable given IUPAA and premarital terms. Distribution equitable under premarital terms. Distribution affirmed as equitable.
Adequacy of spousal support Support amount insufficient to maintain life-style; income understatement. Support appropriate given assets and need. Spousal support modified to $7000 per month for life.
Attorney expert fees Expert fees should be reimbursed due to necessity for trial prep. District court properly denied expert-fee reimbursement. Award of $17,050 for expert services affirmed; overall expert-fee ruling modified.

Key Cases Cited

  • In re Marriage of Becker, 756 N.W.2d 822 (Iowa 2008) (standard for reviewing spousal-support awards; equity-focused)
  • In re Marriage of Olson, 705 N.W.2d 312 (Iowa 2005) (spousal support framework and deference to trial court)
  • In re Marriage of Hansen, 733 N.W.2d 683 (Iowa 2007) (comparative income in determining support)
  • Maher, 596 N.W.2d 561 (Iowa 1999) (attorney-fee awards in dissolution proceedings and scope)
  • Muelhaupt, 439 N.W.2d 656 (Iowa 1989) (allowing expert-fee consideration in attorney-fee awards)
  • Hills Bank & Trust Co. v. Converse, 772 N.W.2d 764 (Iowa 2009) (deference to broader equitable review in dissolution cases)
Read the full case

Case Details

Case Name: In RE the Marriage of Julianne R. Schenkelberg and Gary W. Schenkelberg. Upon the Petition of Julianne R. Schenkelberg
Court Name: Supreme Court of Iowa
Date Published: Oct 26, 2012
Citation: 824 N.W.2d 481
Docket Number: 10–1919
Court Abbreviation: Iowa