Jerry Lynn Shorter v. Margaret Mae Shorter - Concurring

IN THE COURT OF APPEALS OF TENNESSEE AT KNOXVILLE F IL E D N o v e m b e r 2 3 , 1 9 9 8 C e c il C r o w s o n , JERRY LYNN SHORTER, ) C/A NO. 03A01-9802-DR-00054 J r . ) A p p e lla t e C o u r t C le rk Appellee, ) MORRISOWN DOMESTIC RELATIONS ) v. ) HON. JOYCE M. WARD, ) JUDGE MARGARET MAE SHORTER, ) ) AFFIRMED AS Appellan t. ) MODIFIED JERR Y LY NN S HOR TER , pro se.. DENISE TERR Y STAPLETO N, TERRY, TERR Y & STAPL ETON, Morristown, for Appellan t. O P I N IO N Franks, J. In this divorc e action the T rial Court de creed the p arties’ separate marital property, divided the marital estate, and granted the parties a divorce pursuant to T.C .A. §36 -4-129 (b). The wife has appealed and raises these issues: 1. The Court erred in not awarding alimony. 2. The Court erred in not equitably dividing the marital estate; and 3. The Court erred in not making an equitable distribution of the husband ’s military retirem ent. The parties were married in 1980 while the husband was in the United States Air Force, and separated in September 1993 in Frankfurt, Germany, where the husband was stationed. No children were born of this marriage, but the wife had a son by a pre vious m arriage . The parties traveled extensively during the marriage, due to the husband’s career. In 1991, while the parties were in Florida, they separated and the wife filed for a divorce, but the parties reconciled and moved to Germany to further the husband’s career. The husband returned to the United States in 1995, while the wife remained in Germany. The wife has a high school education, and when the parties were first married the wife worked in a clothing factory and at a convenience store. While the parties were in Germany, the wife became employed as a civilian with the Department of Defense, where she works in the produce department of the commissary. She earns $10.29 per hou r at this job and rec eives a h ousing allowa nce fro m the g overnm ent. The husband retired from the military in June of 1996, after a 20 year career in the military, and receives a retirement benefit of $1,138.00 per month for the remainder of his life. He now works for the Department of Defense in California, where according to the evidence his take home pay is $1,187.00 every two weeks, based on $23.25 per hour. The Trial Court refused to award alimony on the basis that the parties have been living apart and both were self-supporting. The wife insists that rehabilitative alimony should have been awarded, and we agree. While Trial Co urts have broad discretion a s to whether to aw ard alimon y, Lloyd v. Lloyd, 860 S.W .2d 409, 41 2 (Tenn. A pp. 1993 ), where a s pouse is econom ically disadv antaged, reh abilitative alim ony is app ropriate, if rehab ilitation is feasible. T.C.A. §36-5-101. 2 The wife is economically disadvantaged compared to her husband. The parties were married fo r sixteen years, and during m ost of the marriage the w ife followed the husb and around the w orld in furtherance of the hus band’s military career. She followed him to Germany, where she still remains, because she has a job there, but she has not been able to acquire any specialized training in part, due to her frequent moves. Currently she works as a clerk for the produce department of the commissary in Frankfurt, Germany, earning $10.29 an hour. She lives in government housing which has government furniture. She does not have any family in Germany and wishes to return to the United States, but she opined that she did not believe she could find a compa rable job in th e United S tates. We b elieve rehab ilitative alimon y is appropriate to enable her to learn a skill which would materially aid her in finding employment in the United States to support her needs. Accordingly, upon remand, an order will be entered awarding the wife rehabilitative alimony for a period of 36 months at $500.00 per month. Next, the wife contends that the division of the marital estate was inequitable. The Trial Court was required to make an equitable division of the marital proper ty, whic h is not n ecessa rily an eq ual divis ion. See Watters v. Watters, 959 S.W.2d 585, 591 (Tenn. A pp. 1997 ). The Trial C ourt stated tha t it intended to essentially make an equal division of the marital property, and concluded that such division would be equitable. Both parties offered opinions of the value of the several items of marital property which differed in amount. The Trial Court, with the exception of automobiles, did not place a dollar value on the respective items of marital property awarded to each party. Using the husband’s value of assets, the husband was awarded property in the amount of $92,511.00. Using the wife’s value of the assets, the husband was awarded property valued at $95,136.00. Using the 3 wife’s valuation but adding in the wife’s retirement account, which was not listed but properly a part of the marital estate, the wife was awarded property in the amount of $85,188.00, and using the husband’s evaluation, including the retirement account, she was awarded $94,988.00. We conclude that the marital settlement made by the Trial Judge was eq uitable, a nd we decline to mak e any a djustm ents in th ese aw ards. Finally, the wife argues that she did not receive an equitable distribution of the husband’s military retirement. Vested retirement plans constitute marital proper ty, subje ct to equ itable dis tribution . Cohen v. Cohen, 937 S.W.2d 823, 825 (Tenn. 1996). Only rights which accrue during the marriage will be considered marita l prope rty. Kendrick, 902 S.W.2d 926, T.C.A. §36-4-121(b)(1)(B). Pension rights must be valued “as of a date as near as possible to the final divorce hearing date”. Kendrick at 927, T.C.A. §36-4-121(b)(1)(A). The Trial Court, in awarding the wife 25% of the pension benefits, found that the parties had lived together as man and wife for approximately ten of the twenty years the husband was in the military, and awarded the w ife 50% of the ben efits accruing during that time p eriod. The wife argues pension rights accrued during the sixteen years they were married, and that those pension rights shou ld be considered m arital property. We agree with the wife that all pe nsion rig hts accr uing du ring a m arriage are clas sified as marita l prope rty. See Kendrick, 902 S.W .2d at 926. H oweve r, after the ma rital property c lassification is determined, the remaining issue is what is an equitable division of that portion of the marital property. We cannot say the Trial Judge abused her discretion as a matter of equity, in not awarding one-half of the pension which accrued during the marriage, since arguably the w ife was making no contribution to the m arriage during the years they were living apart. Accordingly, we affirm the Trial Judge on this issue. We affirm the judgment of the Trial Court, as modified, and remand with one-half of the cost assessed to each party. 4 __________________________ Herschel P. Franks, J. CONCUR: ___________________________ Don T. McM urray, J. ___________________________ Charles D. Susano, Jr., J. 5