Stevens v. Stevens
265 P.3d 279
| Alaska | 2011Background
- Ronald and Sharon Stevens separated in August 2006 after a 40-year marriage.
- A June 2007 superior court trial yielded partial settlement on property; no written agreement.
- A second trial day occurred August 6, 2008; court valued property as of June 8, 2007.
- Court valued two homes and split retirement income; ordered each party to pay own attorney's fees.
- Appeals challenged (Stevens) the valuation date and (Stevens) other property-distribution aspects.
- Court reversed valuation date ruling and remanded; other property-division aspects affirmed or remanded as needed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether valuation should use the later trial date rather than the first. | Stevens argues later date reflects most current values | Stevens argues earlier date avoids windfall from failed settlement | Yes; use later date on remand for current values |
| Whether vehicles should follow the blind bidding results. | Ronald contends he bid on vehicles; should get both | Sharon crossed vehicles off as undisputed; non-biddable finding supports result | No clear abuse; remand allows current valuation evidence |
| Whether $10,000 interim spousal support should be treated as marital property. | Stevens argues it should be treated as marital property credit | Support award recharacterization permissible | Not an abuse; court reasonably recharacterized as part of estate distribution |
| Whether equal division was appropriate given health and earning disparities. | Stevens seeks greater share due to health and income gap | Court found equal division appropriate given similar risks and retirement split | Remand for new valuation may alter distribution; no final error found here |
| Whether attorney's fees were properly denied. | Stevens argues fees should be awarded based on income disparity | Fees allowed by TSP/assets sufficiency; court acted within discretion | Not an abuse; remand may reevaluate with new valuations |
Key Cases Cited
- Ogard v. Ogard, 808 P.2d 815 (Alaska 1991) (valuation date should be near trial; exceptions limited)
- Cox v. Cox, 882 P.2d 909 (Alaska 1994) (separation vs. trial date; seek most current information)
- Heustess v. Kelley-Heustess, 813 P.2d 674 (Alaska 1991) (exception to Ogard for deceptive conduct; later cases follow general rule)
- Adrian v. Adrian, ? (Alaska unknown) (Alaska) (emphasized income figure reflects economic reality (context))
- Foster v. Foster, 883 P.2d 397 (Alaska 1994) (valuation and division guidance)
- Brown v. Brown, 914 P.2d 206 (Alaska 1996) (valuation relevance; equity considerations)
- Lacher v. Lacher, 993 P.2d 413 (Alaska 1999) (guidance on valuation and distribution)
- Notkin v. Notkin, 921 P.2d 1109 (Alaska 1996) (contextual valuation principles)
