COURT OF APPEALS DECISION DATED AND RELEASED MARCH 11, 1997 |
NOTICE |
A party may file with the
Supreme Court a petition to review an adverse decision by the Court of
Appeals. See § 808.10 and
Rule 809.62, Stats. |
This opinion is subject to
further editing. If published, the
official version will appear in the bound volume of the Official Reports. |
No. 96-1538-FT
STATE
OF WISCONSIN IN COURT OF
APPEALS
DISTRICT III
In re the Marriage of:
SUZANNE M. DEE,
Petitioner-Respondent,
v.
HAROLD E. DEE,
Defendant-Appellant.
APPEAL from a judgment
of the circuit court for Door County:
PETER C. DILTZ, Judge. Affirmed.
Before Cane, P.J.,
LaRocque and Myse, JJ.
PER
CURIAM. Harold Dee appeals those parts of a divorce judgment
dividing the marital property and awarding Suzanne Dee $500 per month
maintenance for eighteen months and $250 maintenance for an additional eighteen
months.[1] Harold argues
that the trial court erred when it awarded Suzanne 65% of the marital assets in
recognition of an inheritance that had been commingled with marital property
and that the maintenance award is excessive and unfair. We reject these arguments and affirm the
judgment.
The
parties were married for fourteen years.
During the marriage, both parties worked in California at Lockheed
Aircraft, but planned to become Christian Science Practitioners upon Harold’s
retirement. During the marriage, each
spouse received an inheritance that was commingled in marital accounts. Suzanne’s inheritance was approximately
$100,000 more than Harold’s. At the
time of the divorce, Harold had retired and his monthly income from pension and
social security totaled approximately $1,848.
Suzanne, who was forty-one years old, had income from a parttime job
totaling approximately $600 per month.
Suzanne estimated that she could become self-supporting as a Christian
Science Practitioner in three to five years.
The
trial court properly exercised its discretion when it unequally divided the
marital property. The presumption that
marital property will be equally divided is rebuttable. See Jasper v. Jasper, 107
Wis.2d 59, 67, 318 N.W.2d 792, 796 (1989).
Disproportionate contributions to the marital estate from a separate
inheritance constitutes a basis for unequal division for the marital
estate. See Schwartz v. Linders,
145 Wis.2d 258, 263, 426 N.W.2d 97, 99 (Ct. App. 1988).[2]
The
trial court properly exercised its discretion when it awarded Suzanne limited
term maintenance. Harold argues that
Suzanne should be required to use her substantial earning capacity to support
herself because Harold is seventy-one years old and living off social security
and a pension. Citing Forester v.
Forester, 174 Wis.2d 78, 469 N.W.2d 771 (Ct. App. 1983), Harold argues
that Suzanne should not be allowed to make a career choice that involves a
substantial reduction in her earning capacity and simultaneously insist that
Harold support her at the standard of living she enjoyed while she was
employed. In Forester,
the wife had been employed as a surgical technician during the marriage. At the time of the divorce, she purchased a
large boat and was operating a charter sailing business that was not expected
to generate income in the foreseeable future.
This court required the trial court to consider the wife’s earning
capacity when determining the amount and duration of maintenance. Forester is inapposite because
the parties here had planned during the marriage to become Christian Science
Practitioners and live on substantially less earnings than they had when they
were both employed at Lockheed. The parties’
plans and expectations made years before divorce proceedings were commenced are
entitled to consideration. Suzanne must
be allowed a fair choice of her occupation even though the transition will
result in a reduced standard of living.
See Balaam v. Balaam, 52 Wis.2d 20, 28-29, 87 N.W.2d 867,
872 (1971). Had the parties remained
married, they would currently be sharing in the reduced standard of living that
they had anticipated for years.
The
trial court considered each of the parties’ needs and abilities. Suzanne estimated monthly housing expenses
of $450 per month compared to Harold’s $1,100.
The court conceded that it would be difficult to support two households
on the limited monthly income of both parties.
The limited term maintenance is reasonably designed to help Suzanne meet
her modest living expenses while pursuing a career that, during the marriage,
the parties anticipated for her. While
Harold’s expenses slightly exceed his income, the trial court reasonably
concluded that Harold must share in the reduced standard of living that both
parties will experience. In light of
the parties’ long-term plans, income and expenses, the award of limited term
maintenance satisfies both the support and fairness objectives identified in LaRocque
v. LaRocque, 139 Wis.2d 23, 33, 406 N.W.2d 736, 740 (1987).
By
the Court.—Judgment
affirmed.
This
opinion will not be published. See
Rule 809.23(1)(b)5, Stats.
[2] Harold argues at length that the inheritance, once commingled, must be included in the marital estate. The trial court did include the inherited property in the marital estate and unequally divided the estate. All of the arguments regarding the commingling of the assets are based on factual premises that do not exist in this case.