Mass v. Mass
2017 Ohio 9049
| Ohio Ct. App. | 2017Background
- Husband acquired single-family residence in Bellaire, OH by deed in 1980 (pre-marriage). Parties married in 1983 and lived in that house through a ~32-year marriage.
- In 1993 husband executed and recorded a joint-and-survivorship deed adding wife’s name. No mortgage encumbered the property.
- Divorce filed 2015. Parties reached a partial property settlement on many assets (cash payment to wife in lieu of OPERS monthly division, splitting certain accounts, vehicles awarded, etc.). Two issues proceeded to trial: (1) whether the residence remained husband’s separate property or became marital property by gift/transmutation; and (2) whether wife should receive spousal support.
- Magistrate found no gift of the residence but awarded wife 20% of the appraised $73,500 value for marital labor/improvements; magistrate denied spousal support.
- Trial court sustained husband’s objection to the 20% award (finding insufficient evidence of appreciation caused by marital contributions) and overruled wife’s objections; trial court denied spousal support. Court of appeals affirms.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether husband’s premarital residence transmuted to marital property by executing a joint-and-survivorship deed | Mass: deed evidenced donative intent; adding her name created a gift/transmutation and she is entitled to half (or at least half of the residence’s marital interest) | Mass: title alone is not dispositive under R.C. 3105.171(H); husband lacked donative intent and intended estate planning for children | Court: No abuse of discretion in finding no donative intent; residence remained husband’s separate property (trial court decision affirmed) |
| Whether wife is entitled to spousal support | Mass: 32-year marriage, age 60, income disparity, limited future Social Security and cash settlement will be depleted — spousal support of $1,500/month needed | Mass: trial court considered statutory factors and property settlement (including cash in lieu of pension); denial appropriate under broad discretion | Court: Trial court considered R.C. 3105.18 factors and did not abuse discretion in denying spousal support; denial affirmed |
Key Cases Cited
- Williams v. Ormsby, 131 Ohio St.3d 427 (2012) (lists elements of an inter vivos gift: donative intent, delivery, relinquishment of control, acceptance)
- Middendorf v. Middendorf, 82 Ohio St.3d 397 (1998) (increase in value of separate property during marriage may be marital to extent caused by spousal labor, money, or in-kind contributions)
- Berish v. Berish, 69 Ohio St.2d 318 (1982) (appellate review of domestic-relations property/spousal-support decisions is for abuse of discretion)
- Blakemore v. Blakemore, 5 Ohio St.3d 217 (1983) (defines abuse of discretion standard)
- Kaechele v. Kaechele, 35 Ohio St.3d 93 (1988) (trial court must consider all statutory spousal-support factors and provide basis enabling appellate review)
- Cherry v. Cherry, 66 Ohio St.2d 348 (1981) (no flat rule for property division; decisions rest on equitable, fact-specific determinations)
- Kunkle v. Kunkle, 51 Ohio St.3d 64 (1990) (court must consider totality of circumstances in spousal-support decisions)
- Helton v. Helton, 114 Ohio App.3d 683 (1996) (finding donative intent where grantor intended to convey present possessory interest despite tax/probate motivations)
- In re Fife's Estate, 164 Ohio St. 449 (1956) (burden on donee to prove inter vivos gift by clear and convincing evidence)
