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Jones v. Jones

Supreme Court, Appellate Division, Second Department, New York.
Feb 21, 2012
92 A.D.3d 845 (N.Y. App. Div. 2012)

Summary

In Jones v. Jones, 92 AD3d 845 (2nd Dept. 2012), the Second Department found the trial court's award of $37,500 to the plaintiff for her contribution to the appreciation of the marital residence which was defendant's separate property, to be insufficient and awarded her $290,000, which was 40% of the appreciation in value of the residence from the date of marriage to the date of trial.

Summary of this case from E.R.S. v. B.C.S.

Opinion

2012-02-21

Susan F. JONES, appellant-respondent, v. Nicholas A. JONES, respondent-appellant.

Annette G. Hasapidis, South Salem, N.Y., for appellant-respondent. Larkin, Axelrod, Ingrassia & Tetenbaum, LLP, Newburgh, N.Y. (William J. Larkin III of counsel), for respondent-appellant.


Annette G. Hasapidis, South Salem, N.Y., for appellant-respondent. Larkin, Axelrod, Ingrassia & Tetenbaum, LLP, Newburgh, N.Y. (William J. Larkin III of counsel), for respondent-appellant.

PETER B. SKELOS, J.P., L. PRISCILLA HALL, PLUMMER E. LOTT, and SHERI S. ROMAN, JJ.

In an action for a divorce and ancillary relief, the plaintiff appeals , as limited by her brief, from so much of a judgment of the Supreme Court, Orange County (McGuirk, J.), entered July 1, 2010, as, upon a decision of the same court dated March 31, 2010, made after a nonjury trial, adjudged that the former marital residence was the defendant's separate property, awarded her the sum of only $37,500 for her contribution to the appreciation in value of the former marital residence, awarded her maintenance in the sum of only $500 per week for a period of six years commencing on the first Friday following the plaintiff vacating the former marital residence, and awarded her an attorney's fee in the sum of only $5,000, and the defendant cross-appeals, as limited by his brief, from so much of the same judgment as awarded the plaintiff maintenance in the sum of $500 per week for a period of six years, and awarded the plaintiff an attorney's fee in the sum of $5,000.

ORDERED that the judgment is modified, on the law, on the facts, and in the exercise of discretion, (1) by deleting the provision thereof awarding the plaintiff the sum of only $37,500 for her contribution to the appreciation in value of the former marital residence, and substituting therefor a provision awarding her the sum of $290,000 for her contribution to the appreciation in value of the former marital residence, (2) by deleting the provision thereof directing the defendant's maintenance obligation to commence on the first Friday following the plaintiff vacating the former marital residence, and substituting therefor a provision directing that the defendant's maintenance obligation shall be effective as of November 13, 2008, and that the arrears due on that obligation shall be paid in monthly installments of $1,000, until paid in full, and (3) by deleting the provision thereof awarding the plaintiff an attorney's fee in the sum of only $5,000, and substituting therefor a provision awarding the plaintiff an attorney's fee in the sum of $20,000; as so modified, the judgment is affirmed insofar as appealed and cross-appealed from, without costs or disbursements, and the matter is remitted to the Supreme Court, Orange County, for calculation of the amount of retroactive maintenance due, and the entry of an appropriate amended judgment thereafter.

Prior to the parties' marriage, the defendant purchased certain real property consisting of approximately 129 acres (hereinafter the former marital residence), which included a farmhouse and associated farm buildings. During the marriage, the parties erected a horse barn and created pasture land for the purpose of establishing a horse farm on the property. The parties created a horse boarding business called Misty Mountain Farm, which was primarily run by the plaintiff.

Contrary to the plaintiff's contention, the former marital residence was not transformed into marital property by her contributions to the property. The former marital residence is the defendant's separate property, as the defendant purchased it before the marriage with the proceeds he received from a personal injury settlement, and the evidence is insufficient to demonstrate that it was transformed into marital property ( see Tsigler v. Kasymova, 73 A.D.3d 1159, 902 N.Y.S.2d 128).

“Appreciation in the value of separate property is considered separate property, ‘except to the extent that such appreciation is due in part to the contributions or efforts of the other spouse’ ” ( Bernholc v. Bornstein, 72 A.D.3d 625, 628, 898 N.Y.S.2d 228, quoting Johnson v. Chapin, 12 N.Y.3d 461, 466, 881 N.Y.S.2d 373, 909 N.E.2d 66; see Domestic Relations Law § 236[B][1][d][3] ). “When the nontitled spouse makes direct financial contributions to the property and/or direct nonfinancial contributions to the property ‘such as by personally maintaining, making improvements to, or renovating a marital residence,’ or the appreciation is the result of both parties' efforts, appreciation due to those efforts constitutes marital property subject to equitable distribution” ( Bernholc v. Bornstein, 72 A.D.3d at 628, 898 N.Y.S.2d 228, quoting Johnson v. Chapin, 12 N.Y.3d at 466, 881 N.Y.S.2d 373, 909 N.E.2d 66). The record establishes that the appreciation in the value of the former marital residence was attributable to the joint efforts of the parties. Considering the plaintiff's contributions to the subject property, including, inter alia, her work on the horse farm, we find that the plaintiff should have been awarded 40% of the appreciation in value of the former marital residence during the parties' marriage ( see Mongelli v. Mongelli, 68 A.D.3d 1070, 1072, 892 N.Y.S.2d 471; Kilkenny v. Kilkenny, 54 A.D.3d 816, 818–819, 863 N.Y.S.2d 807). We calculate that appreciation in value by subtracting the net value of the former marital residence (i.e., the fair market value less the outstanding principal balance of the mortgage loan) at the time of the commencement of the marriage from the net value of the former marital residence at the time of the trial ( see Kilkenny v. Kilkenny, 54 A.D.3d at 819, 863 N.Y.S.2d 807).

The evidence at trial demonstrated that the former marital residence was worth the sum of $185,000 on the date of the parties' marriage. The defendant took out a mortgage loan in the sum of $35,000 in order to purchase the property, which was paid off during the parties' marriage. The property was valued at $875,000 at the time of trial. Thus, the net value of the former marital residence at the time of trial, $875,000, less the net value of the former marital residence at the time of the commencement of the marriage, $150,000, equals the sum of $725,000, which represents the appreciation in value of the former marital residence during the parties' marriage. The wife's 40% share of that appreciation in value is the sum of $290,000.

“ ‘The amount and duration of maintenance is a matter committed to the sound discretion of the trial court, and every case must be determined on its own unique facts. The overriding purpose of a maintenance award is to give the spouse economic independence, and it should be awarded for a duration that would provide the recipient with enough time to become self-supporting’ ” ( id. at 820, 863 N.Y.S.2d 807, quoting DiBlasi v. DiBlasi, 48 A.D.3d 403, 404, 852 N.Y.S.2d 195 [internal quotation marks omitted] ). On the facts presented here, the Supreme Court's award of maintenance to the plaintiff in the sum of $500 per week for a period of six years was a provident exercise of discretion ( see Domestic Relations Law § 236[B][6][a]; Mari v. Mari, 19 A.D.3d 380, 796 N.Y.S.2d 181).

However, the Supreme Court erred in determining that the maintenance obligation should commence on the first Friday following the plaintiff vacating the former marital residence. An award of maintenance is effective as of the date of application therefor ( see Domestic Relations Law § 236[B][6][a]; Kilkenny v. Kilkenny, 54 A.D.3d at 821, 863 N.Y.S.2d 807). Thus, the Supreme Court should have directed that the defendant's maintenance obligation shall be effective as of November 13, 2008, the date of the plaintiff's application for maintenance, and that the arrears due on that obligation shall be paid in monthly installments of $1,000, until paid in full ( see Domestic Relations Law § 236[B][6][a]; Miceli v. Miceli, 78 A.D.3d 1023, 1026, 911 N.Y.S.2d 473). Accordingly, we must remit the matter to the Supreme Court, Orange County, for calculation of the amount of retroactive maintenance due, and the entry of an appropriate amended judgment thereafter ( see Miceli v. Miceli, 78 A.D.3d at 1026, 911 N.Y.S.2d 473).

“ ‘The decision to award ... [an] attorney's fee lies, in the first instance, in the discretion of the trial court and then in the Appellate Division whose discretionary authority is as broad as [that of] the trial court’ ” ( Crook v. Crook, 85 A.D.3d 958, 959, 925 N.Y.S.2d 881, quoting O'Brien v. O'Brien, 66 N.Y.2d 576, 590, 498 N.Y.S.2d 743, 489 N.E.2d 712). “ ‘[I]n exercising its discretionary power to award counsel fees, a court should review the financial circumstances of both parties together with all the other circumstances of the case, which may include the relative merit of the parties' positions' ” ( Crook v. Crook, 85 A.D.3d at 959, 925 N.Y.S.2d 881, quoting DeCabrera v. Cabrera–Rosete, 70 N.Y.2d 879, 881, 524 N.Y.S.2d 176, 518 N.E.2d 1168). Under the circumstances of this case, the Supreme Court improvidently exercised its discretion in awarding the plaintiff an attorney's fee in the sum of only $5,000. Considering, inter alia, the economic disparity between the parties, we deem it appropriate to award the plaintiff an attorney's fee in the sum of $20,000 ( see Aloi v. Simoni, 82 A.D.3d 683, 687, 918 N.Y.S.2d 506).


Summaries of

Jones v. Jones

Supreme Court, Appellate Division, Second Department, New York.
Feb 21, 2012
92 A.D.3d 845 (N.Y. App. Div. 2012)

In Jones v. Jones, 92 AD3d 845 (2nd Dept. 2012), the Second Department found the trial court's award of $37,500 to the plaintiff for her contribution to the appreciation of the marital residence which was defendant's separate property, to be insufficient and awarded her $290,000, which was 40% of the appreciation in value of the residence from the date of marriage to the date of trial.

Summary of this case from E.R.S. v. B.C.S.

In Jones v. Jones, 92 AD3d 845 (2nd Dept.2012), the Second Department found the trial court's award of $37,500 to the plaintiff for her contribution to the appreciation of the marital residence which was defendant's separate property, to be insufficient and awarded her $290,000, which was 40% of the appreciation in value of the residence from the date of marriage to the date of trial.

Summary of this case from E.R.S. v. B.C.S.

In Jones v. Jones, 92 A.D.3d 845, 939 N.Y.S.2d 510 (2nd Dept.2012), the Second Department found the trial court's award of $37,500 to the plaintiff for her contribution to the appreciation of the marital residence which was defendant's separate property, to be insufficient and awarded her $290,000, which was 40% of the appreciation in value of the residence from the date of marriage to the date of trial.

Summary of this case from E.G. v. D.G.

In Jones v. Jones, 92 A.D.3d 845, 939 N.Y.S.2d 510 (2nd Dept.2012), the Second Department found the trial court's award of $37,500 to the plaintiff for her contribution to the appreciation of the marital residence which was defendant's separate property, to be insufficient and awarded her $290,000, which was 40% of the appreciation in value of the residence from the date of marriage to the date of trial.

Summary of this case from E.G. v. D.G.

In Jones v. Jones, 92 AD3d 845 (2nd Dept. 2012), the Second Department found the trial court's award of $37,500 to the plaintiff for her contribution to the appreciation of the marital residence which was defendant's separate property, to be insufficient and awarded her $290,000, which was 40% of the appreciation in value of the residence from the date of marriage to the date of trial.

Summary of this case from E.G. v. D.G.
Case details for

Jones v. Jones

Case Details

Full title:Susan F. JONES, appellant-respondent, v. Nicholas A. JONES…

Court:Supreme Court, Appellate Division, Second Department, New York.

Date published: Feb 21, 2012

Citations

92 A.D.3d 845 (N.Y. App. Div. 2012)
939 N.Y.S.2d 510
2012 N.Y. Slip Op. 1436

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