LOUIS HANZELIK, APPELLANT,
v.
REINE HANZELIK, APPELLEE

Fla. 4th DCA | 1974-04-19
No. 73-949
CROSS, J., concurs., WALDEN, J., dissents, without opinion.
294 So. 2d 116 Florida District Court of Appeal, Fourth District (1974) Negative Treatment
Cited by 11 cases

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Synopsis

A husband appeals a dissolution of marriage judgment in which the trial court awarded the wife an option to purchase his interest in the marital home at a discounted price based on her "change of position" in reliance on the marriage succeeding. The appellate court reversed, holding that property division in dissolution cases must be predicated on special equity, alimony, or mutual agreement—not on parties' expectations or changes of position—and that jointly held marital property should be divided equally.


Holding

The award cannot be supported on the basis of special equity or lump sum alimony. The wife's contributions to home improvements do not rise to the level of contributions "above and beyond the performance of ordinary marital duties" required for special equity. The wife's financial independence precludes an alimony award. Absent traditional bases such as alimony, special equity, or mutual agreement, property division cannot be based on a party's change of position or expectation regarding the marriage's success. Jointly held marital property must be divided equally, with each party entitled to a one-half interest.


Headnotes

[1] A spouse's contributions to a marital property must be shown to be above and beyond ordinary marital duties to establish a special equity.

[2] A spouse claiming a special equity bears the burden of proving it to the exclusion of a reasonable doubt.

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Key Quotes

“the wife did change her position based upon her hope that the marriage would succeed”

The trial court's rationale for awarding the wife an option to purchase the home, which the appellate court rejected as an insufficient legal basis for property division

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Facts & Procedural History

The husband and wife jointly owned a marital home with an existing mortgage. During the marriage, the wife made contributions to improve the home and …

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Opinion of the Court
MAGER, Judge.

MAGER, Judge.

This is an appeal from a final judgment of dissolution of marriage.

As is often the case in other dissolutions of marriage the issue in this appeal concerns the trial court’s determination of the property rights of the parties. Specifically, it is the contention of the husband that the trial court erred in requiring him to convey to the wife his right, title and interest in and to the marital home under certain terms and conditions. The terms of the conveyance are set forth in paragraph 3 of the final judgment as follows:

“3. That the husband shall convey to the wife all his right, title, and interest in and to the marital home subject to her paying to him one-half of the difference between the existing mortgage and $55,000 which should be approximately $16,000, said $16,000 payable as follows: One year without interest, with a minimum payment of $5,000, the balance to be paid in equal installments within two years with interest at seven per cent.” The above quoted disposition is somewhat unique in that it grants to the wife the right and option to purchase the husband’s interest in the home rather than ordering a direct conveyance without consideration. There is, however, testimony in the record to reflect that the market value is substantially more than the original cost so there can be little doubt that this disposition constitutes some form of monetary “award” to the wife.

Although the trial court has labored diligently in its efforts to arrive at a fair solution, we must reluctantly conclude that the aforementioned award cannot be supported either on the basis of special equity or lump sum alimony.

The final judgment reflects contentions both by the wife and the husband concerning the establishment of a special equity in the jointly held marital dwelling — the wife by way of advances of sums made to improve the home during the period of their marital relationship; the husband by way of having originally purchased the home and also having made contributions to the home.

The trial court rejected the claim of the husband, finding instead for the wife on the basis that she changed her (financial) position in the expectation that the marriage would succeed. In this particular regard the final judgment observed:

“The wife has monies of her own and has a business which can sustain her, but the record does establish that the wife did change her position based upon her hope that the marriage would succeed. It is for this reason the court rules that she should have the option to acquire the home referred to above.”

It appears from a reading of the final judgment that the trial court was motivated by the desire that the wife be given “something” as a result of her “change o.f position”; this determination suggests that the wife is less than an equal partner with the husband in the marital relationship. This suggestion has long since been rejected by the courts and the legislature. Gates v. Foley, Fla.1971, 247 So. 2d 40; Steinhauer v. Steinhauer, Fla.App.1971, 252 So. 2d 825; Beard v. Beard, Fla.App. 1972, 262 So. 2d 269; see F.S. Chapter 61, F.S.A., Dissolution of Marriage Law.

As a general proposition, in order for an award to be made, whether involving jointly held property or otherwise, such award must be predicated upon a finding of special equity or upon the concept of alimony. With respect to “special equity” this court has held that in order to establish a special equity, the spouse’s contributions (to the particular property or the marriage itself) must be shown to have been “above and beyond the performance of ordinary marital duties”, Steinhauer v. Steinhauer, supra. The burden of proof resting upon the party claiming a special equity is the necessity to establish the same “to the exclusion of a reasonable doubt”, Singer v. Singer, Fla.App. 1972, 262 So. 2d 731.

Although the lower court recites the contentions of the wife that she advanced considerable sums to improve the home, the court makes no specific finding of a special equity. We are not persuaded from the evidence in the record that the contributions made by the wife towards the improvement of the marital dwelling were beyond the realm of ordinary marital duties and any greater than the contribution made by the husband when he purchased the marital dwelling placing the same in their joint names. In the marital relationship, where property is jointly held or acquired or where contributions are made towards the acquisition of such property, “each partner should be presumed to have made a gift to the other based upon the marital relationship”, Steinhauer v. Stein-hauer, supra. Therefore, upon dissolution each party is entitled to one-half interest in property held by the entireties. See F. S. Section 689.15, F.S.A. We find no justification for departing from this concept nor do we find any evidence that would raise the wife’s contributions above the level of ordinary marital duties.

With respect to the suggestion that the award can be justified on the basis of (lump sum) alimony the final judgment makes a specific and clear finding that "the wife has re-established herself and is successful in her business and able to support herself” and “therefore there can be no claim for substantial alimony or support”. The established criteria for awarding alimony are one spouse’s reasonable needs and the other spouse’s ability to pay. 10A Fla.Jur. Dissolution of Marriage, Sec. 43; Lefler v. Lefler, Fla.App.1972, 264 So. 2d 112; Roberts v. Roberts, Fla.App. 1973, 283 So. 2d 396; Schalk v. Schalk, Fla.App.1973, 285 So. 2d 39. The trial judge’s findings, when measured against this criteria, would preclude an award of alimony. Yet, there is language in the final judgment to the effect that the award “is a lump sum settlement in lieu of any and all rights and claims” which might suggest an award of lump sum alimony. If so construed, it would have no basis in fact and law under the circumstances of this case.

A reading of the final judgment in its totality seemingly advances the proposition that irrespective of the existence vel non of the necessary criteria to establish special equity or alimony an award can be predicated upon “a change of position based upon a reasonable expectation”. The fact that the “wife did change her position based upon her hope that the marriage would succeed” cannot serve as a legal basis for or a predicate upon which the wife “should have the option to acquire the home”. The marital "partnership” is not a business relationship with the usual commercial ramifications where parties receive a “return” on any financial expenditures made during the longevity of such “partnership”. Cf. Rey v. Rey, Fla.App.1973, 279 So. 2d 360. Even a normal business venture offers no such iron-clad guarantees. The expectation of either party at the outset of the creation of the marital relationship and the (financial) change of position as a result of such expectation is not a viable premise upon which property rights of the parties should be adjudicated. The creation of the marital relationship in and of itself involves a change of position for both parties.

If dissolution becomes the inevitable result, despite the efforts of the parties and in spite of their respective changes in position, the contributions of the parties (or their change of position) made with the expectation of success cannot and should not be measured in a monetary form. Life itself is a kaleidoscope of changing positions with the expectation of success and happiness and no guarantee of monetary reward. So, too, marriage has its expectations and its share of uncertainties in longevity and success. Therefore, the adjudication of the rights of parties upon dissolution should not be measured or gauged by any type of “reward or reimbursement” concept. Rey v. Rey, supra.

As mentioned earlier, the recent modification in the legal and societal status of women and the recognition that in the marital relationship the woman stands as an equal to her husband in the eyes of the law, suggests that the dissolution scales must be equally balanced. The equality of the status of the marital partners is not furthered when an award is made on the basis of one party’s “change of position” or “expectation” as to the likelihood of the success of the marriage, inasmuch as both parties are equally involved in this change or expectation. Absent the traditional bases for determining the rights of either party upon dissolution, i. e. alimony, special equity, mutual agreement, etc., an adjudication based upon a “change of position” or “expectation” is not justified. Moreover, to leave the final judgment intact would be a recognition of the “old-fashioned” concept of the inferiority of the woman. Cf. Roberts v. Roberts, supra. At this stage of the game, reversion to this concept might be better accomplished through a legislative rather than a judicial remedy.

Accordingly, that portion of the final judgment making reference to the disposition of the jointly held marital dwelling is modified to the extent that each party shall De entitled to one-half interest in such property and the cause is remanded to the trial court for such other proceedings as may be consistent herewith.

CROSS, J., concurs.

WALDEN, J., dissents, without opinion.


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Citator

Cited By (11 total)

  • Kalmutz v. Kalmutz, 299 So. 2d 30 (Fla. 4th DCA 1974)
    …and the standards established by himself during the marriage. Royal v. Royal, Fla.App.1972, 263 So. 2d 277; but see Steinhauer v. Steinhauer, Fla.App.1971, 252 So. 2d 825; Rey v. Rey, Fla.App.1973, 279 So. 2d 360; Hanzelik v. Hanzelik, Fla.App.1974, 294 So. 2d 116; Yohem v. Yohem, Fourth District Court of Appeal, 295 So. 2d 656, opinion filed June 7, 1974. As a general principle an alimony award may be modified where there has been a showing of a substantial change m the circumstances of the parties; for exa…
  • Bucci v. Bucci, 350 So. 2d 786 (Fla. 3d DCA 1977)
    …it was held that a jointly held domicile ought to be divided equally between the partners with the wife’s and the husband’s financial contribution to acquisition of the property to be considered as gifts to each other. Also cf. Hanzelik v. Hanzelik, 294 So. 2d 116 (Fla. 4th DCA 1974). Our holding is that in the present case the record does not support the award of the marital residence to the wife either because of a special equity or because of a need for lump sum alimony. Following the final judgment, the…
  • Tiffany v. Tiffany, 305 So. 2d 798 (Fla. 4th DCA 1975)
    …, 282 So. 2d 665; F.S.A. § 689.15. Appellee on the other hand alleged that she did not intend to make a gift to appellant. The burden of proof is upon the wife in this case to overcome the presumption of a gift. Hanzelik v. Hanzelik, Fla. App.1974, 294 So. 2d 116. This she has failed to do. Appellee testified concerning the first home in Broward County as follows : “Q. (By Mr. Moss) When the deed was first prepared at the completion of the house, whose name was the house titled in? A. Well, at first it was…

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