Bergman v. Bergman
Bergman v. Bergman
Opinion
[Cite as Bergman v. Bergman,
2013-Ohio-715.]
IN THE COURT OF APPEALS FOR MONTGOMERY COUNTY, OHIO
ROBERT LEE BERGMAN, JR. :
Plaintiff-Appellee : C.A. CASE NO. 25378
v. : T.C. NO. 11LS22
KENDRA BERGMAN, et al. : (Civil appeal from Common Pleas Court, Domestic Relations) Defendant-Appellant :
:
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OPINION
Rendered on the 1st day of March , 2013.
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JOSEPH P. MOORE, Atty. Reg. No. 0014362, 262 James E. Bohanan Memorial Drive, Vandalia, Ohio 45377 Attorney for Plaintiff-Appellee
KEITH A. FRICKER, Atty. Reg. No. 0037355, 7460 Brandt Pike, Huber Heights, Ohio 45424 Attorney for Defendant-Appellant
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DONOVAN, J.
{¶ 1} Defendant-appellant Kendra Bergman appeals from a decision of the 2
Montgomery County Court of Common Pleas, Domestic Relations Division, regarding the
terms of her contested divorce with plaintiff-appellee Robert Lee Bergman, Jr. The
decision was rendered by the trial court on July 17, 2012. The trial court issued the parties’
Final Judgment and Decree of Divorce on August 22, 2012. Kendra filed a timely notice of
appeal with this Court on September 18, 2012,
{¶ 2} Robert and Kendra were married in Clayton, Ohio, on August 19, 1994, and
one child, R.L.B., was born during the course of the marriage, born on January 21, 1995.
The parties separated on June 27, 2011, and on June 29, 2011, Robert filed a complaint for
legal separation. When it became apparent that the parties would be unable to amicably
dissolve their marriage, Robert filed a motion to convert the legal separation to a divorce.
The trial court granted Robert’s motion, and on November 8, 2011, he filed an amended
complaint for divorce.
{¶ 3} On May 7, 2012, a trial was held before the court in order to determine the
terms of the parties’ divorce, specifically the division of marital assets. Shortly thereafter,
the trial court issued its decision regarding the division of marital assets between the parties.
On August 22, 2012, the Final Judgment and Decree of Divorce was filed which outlined
the parties’ duties and responsibilities regarding child support and custody, spousal support,
and the division of the marital estate. We note that Robert was awarded full custody of the
parties’ minor son.
{¶ 4} It is from this judgment that Kendra now appeals.
{¶ 5} Kendra’s first assignment of error is as follows:
{¶ 6} “THE COURT COMMITTED ERROR IN THE MANNER OF THE 3
DIVISION OF APPELLEE’S SICK, VACATION AND COMP TIME.”
{¶ 7} In her first assignment, Kendra does not argue that the trial court erred when
it divided Robert’s accrued sick leave and vacation time. Rather, Kendra asserts that the
trial court erred when it failed to require Robert to pay to her the alotted portion of his
accrued sick leave and vacation leave at the time of the final divorce hearing instead of when
Robert finally chose to retire.
{¶ 8} “Under R.C. 3105.171(C)(1), the court is to divide marital property equally,
unless an equal division is inequitable. Trial courts have broad discretion in deciding
appropriate property awards, and we reverse only if the trial court abuses its discretion. * * *
.” Donnelly v. Donnelly, 2d Dist. Green No. 2002-CA-53,
2003-Ohio-1377, ¶ 38.
{¶ 9} As the Supreme Court of Ohio determined:
“Abuse of discretion” has been defined as an attitude that is unreasonable,
arbitrary or unconscionable. (Internal citation omitted). It is to be expected
that most instances of abuse of discretion will result in decisions that are
simply unreasonable, rather than decisions that are unconscionable or
arbitrary.
A decision is unreasonable if there is no sound reasoning process that would
support that decision. It is not enough that the reviewing court, were it
deciding the issue de novo, would not have found that reasoning process to be
persuasive, perhaps in view of countervailing reasoning processes that would
support a contrary result. AAAA Enterprises, Inc. v. River Place Community
Redevelopment,
50 Ohio St.3d 157, 161,
553 N.E.2d 597(1990). [Cite as Bergman v. Bergman,
2013-Ohio-715.] {¶ 10} R.C. 3105.171(A)(3)(a)(i) defines marital property to include: “All real and
personal property that currently is owned by either or both of the spouses, including, but not
limited to, the retirement benefits of the spouses, and that was acquired by either or both of
the spouses during the marriage.” “During the marriage”means “the period of time from the
date of the marriage through the date of the final hearing in an action for divorce,” except
that if the court determines that either of those dates “would be inequitable, the court may
select dates it considers equitable in determining marital property.”
{¶ 11} Initially, we note that neither party disputes that Robert’s sick leave and
vacation time that was accrued during the parties’ marriage are both marital assets subject to
division and distribution. We also note that neither party disputes the trial court’s valuation
of Robert’s sick leave benefits and vacation time that was accrued during the parties’
marriage.
{¶ 12} Specifically, Kendra asserts that she is entitled to payment of her portion of
Robert’s sick leave benefits and vacation time immediately at the time of the issuance of the
final divorce decree instead of when Robert chooses to retire or is otherwise discharged from
his current employment. Upon review we conclude that the trial court did not abuse its
discretion by finding that Kendra is not entitled to any distribution from Robert’s accrued
sick leave benefits and vacation time until the date on which he retires or is discharged.
{¶ 13} “[S]everal Ohio appellate districts have determined that accrued sick leave
benefits resemble deferred bonus payments or pension plan accumulations and, as such,
qualify as an interest in property subject to division as a marital asset under R.C.
3105.171(A)(3)(a)(ii). Herrmann v. Herrmann, 12th Dist. Butler No. CA99-01-006 and
CA99-01-011,
2000 WL 1671045; Hartley v. Hartley, 2d Dist. Montgomery No. 16668, 5
1998 WL199637; Pearson v. Pearson, 10th Dist. Franklin No. 96APF08-1100,
1997 WL 275496. The rationale for this principle is that ‘since sick leave benefits, like deferred
bonus payments or pension plan accumulations, are accumulated by the employee during the
employment for past services rendered, they are essentially deferred compensation earned
during working years.’ Herrmann, at ¶ 10.” Weller v. Weller, 11th Dist. Geauga No.
2004-G-2599,
2005-Ohio-6892. The same rationale applies to accumulated vacation time.
Accordingly, the value of Robert’s accrued sick leave benefits and vacation time will not be
distributed until the employee receives that payout from his employer at termination or
retirement.
{¶ 14} Thus, the trial court did not abuse its discretion when it found that it would
be inequitable to order Robert to pay any portion of his accumulated sick leave benefits or
vacation time to Kendra until such time as he retires or is otherwise discharged from his
current employment. Therefore, the trial court did not err when it ordered Robert, upon his
retirement or discharge, to pay Kendra the sum of $3,514.75, that being her portion of his
vacation time benefits which were accrued during the course of their marriage.
{¶ 15} With respect to Robert’s sick leave benefits, the trial court ordered that upon
his retirement or termination of employment, he would be required to pay Kendra the lesser
of the two of one-half of any unused sick leave benefits or $8433.50, which was half of the
balance of Robert’s accrued sick leave benefits at the time of the parties’ divorce. The trial
court reasoned that Robert “may, at sometime, incur a serious illness that may require him to
expend some of his sick hours. The court finds it would be inequitable to require Robert to
pay for sick time hours he no longer has, at the time of his retirement.” Because the 6
benefits at issue are marital assets subject to division and distribution but are in the nature of
deferred compensation, we conclude that the trial court did not abuse its discretion by
holding that Kendra is not entitled to any distribution from Robert’s accrued sick leave
benefits and vacation time until the date on which he retires or is discharged from his
employment with the City of Union.
{¶ 16} Lastly, Kendra points out that the trial court failed to address Robert’s
accumulated comp time in its decision issued on July 17, 2012. Evidence was adduced that
Robert accumulated approximately fifty-four hours of comp time in 2012 in lieu of receiving
payment for overtime hours hour worked. Robert’s supervisor, John Applegate, further
testified that upon Robert’s termination or retirement, he would be paid out for his remaining
comp time. Kendra asserts that Robert’s comp time is in the nature of sick leave benefits
and vacation time, and therefore, a marital asset subject to division and distribution.
Kendra, however, fails to support her position with any case law from Ohio or elsewhere.
{¶ 17} When Robert works overtime during the course of his employment, he is
awarded comp time that can be used for absences or time off from work. Since comp time
is essentially modified credit for overtime work, it falls under the definition of gross income
in R.C. 3119.01(C)(7), which is used to determine an individual’s income for the purpose of
computing his or her child or spousal support obligation. On this record, the court did not
abuse its discretion by holding that comp time is not marital property.
{¶ 18} Kendra’s first assignment of error is overruled.
{¶ 19} Kendra’s second assignment of error is as follows:
{¶ 20} “THE TRIAL COURT ERRED IN COMPUTING CHILD SUPPORT PER 7
THE CHILD SUPPORT WORKSHEET.”
{¶ 21} In her second assignment, Kendra argues that the trial court erred in its
computation of her child support obligation. Specifically, Kendra points out that the trial
court found that she is employed as a teacher at Northmont Schools with a yearly salary of
$15,340.00. Kendra further notes that on the first page of the child support computation
worksheet, her salary amount was inexplicably left out. While the remaining amounts were
correctly added to the worksheet, Kendra asserts that the final amount of child support due is
incorrect due to the failure of the trial court to properly include her income. In his merit
brief, Robert concedes that Kendra is liable for additional child support because of the
failure to include her yearly income in the worksheet computation.
{¶ 22} While it is rather uncommon for an appellant to point out an error made by
the trial court which adversely affects him or her, the trial court nevertheless erred when it
failed to include Kendra’s income when computing the amount of child support she
currently owes, and the error must be corrected.
{¶ 23} Kendra’s second assignment of error is sustained.
{¶ 24} Kendra’s third and final assignment of error is as follows:
{¶ 25} “THE TRIAL COURT ERRED IN NOT FINDING REAL PROPERTY
LOCATED AT 8215 N. MAIN STREET, DAYTON, OHIO AS A MARITAL ASSET.”
{¶ 26} In her third and final assignment, Kendra contends that the trial court erred
when it found that the real property located at 8215 N. Main Street in Dayton, Ohio, was not
a marital asset, but rather the separate property of Robert for the purposes of the parties’
divorce. 8
{¶ 27} When dividing married parties’ assets and liabilities upon divorce, a court
must first determine what is marital property and what is not. The trial court must classify
property as marital or separate, and must distribute separate property to the owner, where
appropriate. R.C. 3105.171(B) and (D). A trial court’s classification of property as marital
or separate must be supported by competent, credible evidence. Mays v. Mays, 2d Dist.
Miami No. 2000-CA-54,
2001-Ohio-1450; Renz v. Renz, 12th Dist. Clermont No.
CA2010-05-034,
2011-Ohio-1634, ¶17.
{¶ 28} Classification of property is governed by R.C. 3105.171. R.C.
3105.171(A)(3)(a) provides, in pertinent part, that marital property includes:
(i) All real and personal property that currently is owned by either or both of
the spouses, including, but not limited to, the retirement benefits of the
spouses, and that was acquired by either or both of the spouses during the
marriage;
(ii) All interest that either or both of the spouses currently has in any real or
personal property, including, but not limited to, the retirement benefits of the
spouses, and that was acquired by either or both of the spouses during the
marriage;
(iii) Except as otherwise provided in this section, all income and appreciation
on separate property, due to the labor, monetary, or in-kind contribution of
either or both of the spouses that occurred during the marriage.
{¶ 29} Under R.C. 3105.171(A)(6)(a), separate property is defined, in pertinent
part, as “all real and personal property and any interest in real or personal property that is 9
found by the court to be any of the following:
(i) An inheritance by one spouse by bequest, devise, or descent during the
course of the marriage;
(ii) Any real or personal property or interest in real or personal property that
was acquired by one spouse prior to the date of the marriage;
(iii) Passive income and appreciation acquired from separate property by one
spouse during the marriage.”
{¶ 30} “The commingling of separate property with other property of any type does
not destroy the identity of the separate property as separate property, except when the
separate property is not traceable.” R.C. 3105.171(A)(6)(b). “[T]he holding of title to
property by one spouse individually or by both spouses in a form of co-ownership does not
determine whether the property is marital or separate property. Instead, the couple’s total
circumstances are reviewed.” Nuding v. Nuding, 3d Dist. Mercer No. 10-97-13,
1998 WL 856923(Dec. 7, 1998), citing Mayer v. Mayer,
110 Ohio App.3d 233, 236,
673 N.E.2d 981(3d Dist. 1996); R.C. 3105.171(H).
{¶ 31} The burden of proof that specific property is not marital but separate is upon
the proponent of the claim to prove by a preponderance of the evidence. Peck v. Peck,
96 Ohio App.3d 731, 734,
645 N.E.2d 1300(12th Dist. 1994); Snyder v. Snyder, 2d Dist. Clark
No. 2002-CA-6,
2002-Ohio-2781. “Oral testimony as evidence, without corroboration, may
or may not satisfy the burden.” Maloney v. Maloney,
160 Ohio App.3d 209,
2005-Ohio-1368,
826 N.E.2d 864, ¶ 23(2d Dist.), citing Fisher v. Fisher, 2d Dist.
Montgomery No. 20398,
2004-Ohio-7255. “Because traceability presents a question of 10
fact, we must give deference to the trial court’s findings, and the court’s decision on the
matter will not be reversed as against the manifest weight of the evidence when it is
supported by competent credible evidence.”
Id.,citing C.E. Morris Co. v. Foley Constr. Co.,
54 Ohio St.2d 279,
376 N.E.2d 578(1978).
{¶ 32} “Once it is proven that specific property was the separate property of one of
the spouses at, or after, the time of the marriage, the burden shifts to the other spouse to
prove, by clear and convincing evidence, that the property, or some interest therein, has been
given to the other spouse.” Snyder, supra, citing Helton v. Helton,
114 Ohio App.3d 683, 685,
683 N.E.2d 1157(2d Dist. 1996).
{¶ 33} The evidence adduced at trial clearly establishes that the real property
located at 8215 N. Main Street in Dayton, Ohio, is the separate property of Robert and not a
marital asset. Initially, we note that the property was purchased by Robert and his mother,
Sandra Bergman, using monies from an inheritance only received when Robert’s father,
John Bergman, passed away. Testimony adduced at trial also establishes that no marital
funds were used to pay the mortgage on the property at issue. Rather, the mortgage
payments were funded using monies from the rental of the property. Further, Robert
testified that all expenditures made on the rental property came from income derived from
the property. Thus, the funds used to finance and maintain the property are clearly traceable
to Robert, alone.
{¶ 34} Although Kendra’s name is listed on the mortgage, the evidence adduced at
trial failed to establish any donative intent on the part of Robert or his mother.
Additionally, Kendra testified that she assisted on occasion in cleaning up the property after 11
it was vacated by tenants, but she did no other work or maintenance with respect to the rental
property. Simply put, the evidence presented by Kendra was insufficient to establish that
she had any interest in the property at issue, and the trial court correctly found that the rental
property was the separate property of Robert and not a marital asset.
{¶ 35} Kendra’s final assignment of error is overruled.
{¶ 36} Kendra’s second assignment of error having been sustained, this matter is
remanded to the trial court for a recalculation of the child support due Robert, making sure
to impute Kendra’s yearly salary of $15,340.00. In all other respects, the judgment of the
trial court is affirmed.
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HALL, J. and WELBAUM, J., concur.
Copies mailed to:
Joseph P. Moore Keith A. Fricker Hon. Timothy D. Wood
Reference
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