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McFall v. McFall
2013 Ohio 2320
Ohio Ct. App.
2013
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Background

  • Divorce of James and Brenda McFall after ~33 years; asset division included multiple pensions/retirement plans and QDROs.
  • Valuation period for marital portion set from Feb 19, 1977 to Dec 10, 2009.
  • Decree contained a Preretirement Survivorship Protection for Alternate Payee, limited to preretirement accounts, but silent on post-retirement survivorship and on accounts already in payout.
  • In Feb 2011, a QDRO for Husband’s Civil Service pension was approved ordering a survivor annuity to Wife to the extent Husband elected at retirement, creating language inconsistency with the decree.
  • Wife later learned in May 2011 that joint survivorship was denied due to the decree-QDRO discrepancy and filed a Civ.R. 60(B) motion claiming entitlement to relief for survivorship; the trial court denied without a hearing.
  • Court reverses, remands on Civ.R. 60(B) issue; dissent contests whether relief should have been available via direct appeal instead.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Civ.R. 60(B) relief was proper without a hearing Wife argued 60(B)(5) timeliness and operative facts warrant relief Husband contends no merits and no timely relief under 60(B) 60(B) motion abused; but issue sustained, requiring hearing (on remand) per majority

Key Cases Cited

  • GTE Automatic Elec., Inc. v. ARC Industries, Inc., 47 Ohio St.2d 146 (Ohio 1976) (standard for relief from judgment under Civ.R. 60(B))
  • Strack v. Pelton, 70 Ohio St.3d 172 (Ohio 1994) (abuse of discretion standard; three-part test for Civ.R. 60(B) relief)
  • Kay v. Marc Glassman, Inc., 76 Ohio St.3d 18 (Ohio 1996) (abuse-of-discretion framework; movant must show timeliness and merits)
Read the full case

Case Details

Case Name: McFall v. McFall
Court Name: Ohio Court of Appeals
Date Published: Jun 5, 2013
Citation: 2013 Ohio 2320
Docket Number: 26418
Court Abbreviation: Ohio Ct. App.