2013 Ohio 1500
Ohio Ct. App.2013Background
- Robert and Jennifer Shoenfelt married May 2, 1987, and have two children; one child remained a minor when Robert filed for divorce Feb. 12, 2010; the final hearing occurred March 13–16, 2010.
- Jennifer left the marital home in Nov. 2006 after an affair and separated finances, including separate bank accounts and minimal co-mingling after that date.
- The parties proposed different de facto termination dates (Nov. 2006 vs Dec. 2009); the magistrate selected Dec. 2009, and the trial court adopted that date.
- Post-Nov. 2006, the parties maintained separate residences and finances, with Jennifer purchasing a home in Dec. 2008 without Robert’s input.
- The trial court used Dec. 2009 as the termination date for asset/debt valuation and ordered shared transcription costs; both sides appealed.
- The appellate court reversed, remanding for a proper Dill-factor-based determination of the de facto termination date and addressing transcript costs on remand.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| De facto termination date proper under Dill factors? | Robert argues Dec. 2009 is inequitable. | Jennifer argues Dec. 2009 better reflects separation. | Trial court abused discretion; remanded for equitable date per Dill. |
| Reimbursement of post-termination debts paid by Robert? | Robert seeks reimbursement for debts paid after Nov. 2006. | Jennifer contends no obligation for those payments. | Held moot after remand on termination date; decision to be revisited. |
| Are Jennifer’s medical school loans marital debts? | Robert contends loans were marital. | Jennifer argues they are non-marital. | Remanded; needs Dill-factor-based analysis consistent with new termination date. |
| Are Robert’s unvested deferred compensation assets marital? | Robert argues unvested assets should not be marital. | Jennifer asserts they are marital. | Remanded; analysis tied to equitable termination date. |
| Whether Robert should pay half transcription costs? | Robert argues costs should be shared. | Jennifer contends ruling proper. | Costs to be taxed as costs of action; both benefited from transcript. |
Key Cases Cited
- Dill v. Dill, 179 Ohio App.3d 14 (3d Dist. 2008) (guides Dill factors for de facto termination dates)
- Berish v. Berish, 69 Ohio St.2d 318 (1982) (set framework for using de facto date when equitable)
- Fisher v. Fisher, 3d Dist. No. 7-01-12 (2002) (equitable considerations for termination-date choice ( Dill context))
- Mantle v. Sherry, 2003-Ohio-6058 (10th Dist.) (emphasizes looking at actual relationship, not formal dates)
- Bowen v. Bowen, 132 Ohio App.3d 616 (9th Dist. 1999) (final hearing date presumptive termination date; may deviate if inequitable)
