Shoenfelt v. Shoenfelt , 2013 Ohio 1500 ( 2013 )


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  • [Cite as Shoenfelt v. Shoenfelt, 
    2013-Ohio-1500
    .]
    IN THE COURT OF APPEALS OF OHIO
    THIRD APPELLATE DISTRICT
    SHELBY COUNTY
    ROBERT M. SHOENFELT,
    PLAINTIFF-APPELLANT/
    CROSS-APPELLEE,                                      CASE NO. 17-12-08
    v.
    JENNIFER L. SHOENFELT,                                       OPINION
    DEFENDANT-APPELLEE/
    CROSS-APPELLANT.
    Appeal from Shelby County Common Pleas Court
    Domestic Relations Division
    Trial Court No. 10-DV-000027
    Judgment Reversed and Cause Remanded
    Date of Decision:      April 15, 2013
    APPEARANCES:
    Timothy S. Sell and Breann M. Zickafoose for
    Appellant/Cross-Appellee
    Robert M. Harrelson and William M. Harrelson for
    Appellee/Cross-Appellant
    Case No. 17-12-08
    ROGERS, J.
    {¶1} Plaintiff-Appellant/Cross-Appellee, Robert Shoenfelt (“Robert”),
    appeals the judgment of the Court of Common Pleas of Shelby County, Domestic
    Relations Division, granting a decree of divorce. On appeal, Robert argues that
    the trial court erred by: (1) setting the de facto date of the marriage’s termination
    as December 2009; (2) failing to order Defendant-Appellee/Cross-Appellant,
    Jennifer Shoenfelt (“Jennifer”), to reimburse Robert for his payment of marital
    debts between the de facto termination date of the marriage and the date of the
    final hearing; (3) determining that Jennifer’s medical school loans were marital
    debts; (4) determining that Robert’s unvested deferred compensation assets were
    marital; and (5) denying Robert’s request that Jennifer pay half the costs for
    transcribing the proceedings. In her cross-appeal, Jennifer contends that the trial
    court erred in determining that certain payments by Robert’s brother and friend
    were marital debts and in admitting Robert’s listing of the marital assets and debts.
    For the reasons that follow, we reverse the trial court’s judgment.
    {¶2} Robert and Jennifer were married on May 2, 1987. Their marriage
    produced two children. When Robert filed his complaint for divorce on February
    12, 2010,1 one of the children was still a minor while the other was already
    1
    Jennifer also counterclaimed for divorce.
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    emancipated. During the pendency of these proceedings, the couple’s minor child
    reached majority age.
    {¶3} The final hearing occurred on March 13, 2010, March 15, 2010, and
    March 16, 2010. The following relevant evidence was adduced at the hearing.
    Jennifer left the marital residence in November 2006 after Robert discovered that
    she was having an extramarital affair with his cousin. At that time, Jennifer
    moved all of her possessions into another apartment.         Additionally, Robert
    retained counsel to address the possible dissolution of the marriage and discussed
    dissolution with Jennifer around the time that she left.
    {¶4} After Jennifer’s relocation, the parties attempted to reconcile during
    the early part of 2007. The couple had sexual relations on a couple of occasions
    and attended three counseling sessions in February and March of 2007, but Robert
    decided to discontinue them.      Further, Jennifer stayed at the parties’ marital
    residence for a couple of days in March 2007 to care for the couple’s minor child
    while Robert was out-of-town. During this overnight stay, Robert and Jennifer
    discussed the possibility of a full reconciliation, but Robert foreclosed the
    possibility.   They made no further reconciliation attempts after March 2007.
    Indeed, Robert testified that his counsel sent a letter to Jennifer in January 2009
    that suggested the dissolution of the marriage.
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    {¶5} In regard to the couple’s finances after November 2006, Robert and
    Jennifer used different bank accounts. Upon Jennifer’s relocation from the marital
    residence, she stopped using the couple’s joint account with US Bank. Instead,
    Jennifer used the couple’s Minster bank account and a Chase bank account that
    was solely in her name. Initially, Robert used the couple’s US Bank account
    before he opened another bank account in his sole name. Both parties had their
    respective salaries directly deposited into their separate accounts and used their
    salaries to cover their respective living expenses. After November 2006, Robert
    used the US Bank joint account to pay Jennifer’s car payment, but she reimbursed
    him every month from her separate money.            Further, from November 2006
    through 2010, Jennifer deposited money into Robert’s account several times to
    cover some of the expenses relating to the care of their children.
    {¶6} Both Robert and Jennifer indicated that they made significant
    decisions without consulting each other after November 2006. Most notably,
    Jennifer purchased a home in December 2008. Jennifer offered the following
    testimony regarding her decision:
    Q:     When you purchased your home in December of 2008, did
    you discuss with [Robert] the house that you were gonna purchase?
    A:    Yes, actually I did tell him that I was thinking about buying a
    home and –
    Q:    You told him you were thinking about buying a home. Did –
    did you seek his input into which house you were buying?
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    A:     Why would I do that?
    Q:     That’s why I’m asking. Did you?
    A:     No.
    Q:     So [Robert] had no input into the location of the home?
    A:     No.
    Q:     Had no input into the – the home that you purchased?
    A:     No.
    Q:    Had no input into the type of financing you secured for the
    home?
    A:     No. Hearing Tr., p. 466-67.
    {¶7} At the hearing, both parties advocated for the dates that they wanted
    the trial court to adopt as the termination date of the marriage. As a result, the
    parties admitted joint exhibits showing asset and debt valuations as of November
    2006, which was Robert’s proposed termination date, and as of December 2009,
    which was Jennifer’s proposed termination date. In regard to her selection of the
    December 2009 date, Jennifer testified as follows:
    Q:     Do you remember why the [December 2009] date was used
    for purposes of seeking values?
    A:      I believe it was arbitrarily selected by all of us as a potential
    date, just different than November 2006 * * *. Hearing Tr., p. 433.
    Jennifer further elaborated as follows regarding the December 2009 proposed date:
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    Q:     And as you indicated yesterday, this was an arbitrary date that
    – that was picked, is that correct?
    A:     By all four of us in a pretrial hearing.
    Q:     Well, I can – are you suggesting that [Robert] and I took the
    position that this marriage ended in December of 2009?
    A:     I’m suggesting that when we discussed the situation as to how
    we would pick what other date, other than November [2006], would
    be an attempt to divide assets and liabilities, both of you agreed, all
    four of us agreed together, in a pretrial hearing, okay let’s – let’s
    throw some dates around, which we did. And we all came to the
    conclusion that for the sake of simplicity, we would have to find
    another date, and we agreed on December, 2009, because there were
    some definite shifts as how things were handled financially after that
    point or that point in time.
    Q:     All right. So you’re – you’re backing off of your statement
    that was an arbitrary date as selected from your testimony from
    yesterday?
    A:     No, I just endorsed that right now. Hearing Tr., p. 490-91.
    {¶8} After the hearing, both Robert and Jennifer filed their proposed
    findings of fact and conclusions of law, in which both advocated for their
    proposed termination dates. The magistrate issued his decision on June 6, 2011.
    He framed the issue regarding the termination date as “whether equity requires this
    court to select the earlier date of November [2006], as requested by [Robert], or
    the later date of December, 2009, as requested by Jennifer.” (Docket No. 94, p. 6).
    The magistrate resolved this issue in favor of Jennifer and selected December
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    2009 as the termination date of the marriage. His reasoning for this selection was
    as follows:
    The Court should find that the marriage of the parties ended in
    December, 2009, the proposed date which is closer to the date of the
    final hearing. The Court may also wish to consider the December,
    2009, date as a more reliable de facto date of termination of the
    marriage. The December, 2009, date is more closely associated with
    the date when [Robert] filed his Complaint for divorce, and when the
    parties both realized that divorce proceedings were imminent.”
    (Docket No. 94, p. 8).
    {¶9} Robert objected to the magistrate’s decision on June 17, 2011 on a
    variety of grounds, including the magistrate’s selection of December 2009 as the
    termination date of the marriage.     He also requested the transcription of the
    hearing before the magistrate.    Jennifer likewise objected to the magistrate’s
    decision on a variety of grounds. Her objections, along with a request for a
    hearing transcript, were filed on June 20, 2011. On December 6, 2011, Robert
    filed a motion for the parties to share the expense of the hearing transcript’s
    production. The trial court denied Robert’s motion on the grounds that this cost
    was “a litigation expense, for which each party bears their own expenditures.”
    (Docket No. 133).
    {¶10} On December 19, 2011, the trial court overruled Robert’s objection
    regarding the magistrate’s selection of December 2009 as the termination date of
    the marriage. The trial court’s decision included the following explanation:
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    In a thoughtful and comprehensive conclusion, the Magistrate
    adopted the December 2009 date as the termination date of the
    marriage. The Court would note the transcript supports the factual
    findings of the Magistrate and this Court would independently agree
    with the conclusion reached by the Magistrate.
    The Court would find using the final hearing date in this case is
    inequitable and would adopt and use the December 2009 date as the
    date of the defacto [sic] termination of the marriage and use this date
    for the distribution and valuation of assets and liabilities as those
    amounts were provided to the Court. (Docket No. 133, p. 2).
    The trial court issued a decree of divorce on February 21, 2012. The decree uses
    December 2009 as the termination date of the marriage and it distributes the
    marital assets and debts based on that date. The trial court also ordered that the
    parties share the costs of this action.
    {¶11} It is from this judgment that both Robert and Jennifer appeal,
    presenting the following assignments and cross-assignments of error for our
    review.
    Robert’s Assignment of Error No. I
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    DETERMINING DECEMBER OF 2009 AS THE DE FACTO
    DATE OF TERMINATION OF THE MARRIAGE.
    Robert’s Assignment of Error No. II
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    DETERMINING    THAT    APPELLEE    WAS    NOT
    RESPONSIBLE FOR REIMBURSEMENT TO APPELLANT
    FOR THE MARITAL DEBTS PAID BY APPELLANT FROM
    THE DE FACTO DATE OF TERMINATION OF THE
    MARRIAGE UNTIL THE DATE OF THE FINAL HEARING.
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    Robert’s Assignment of Error No. III
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    DETERMINING THAT APPELLEE’S MEDICAL SCHOOL
    LOANS WERE MARITAL DEBTS.
    Robert’s Assignment of Error No. IV
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    DETERMINING  THAT   APPELLANT’S  UNVESTED
    DEFERRED COMPENSATION ASSETS WERE MARITAL
    ASSETS.
    Robert’s Assignment of Error No. V
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    DETERMINING THAT APPELLANT IS NOT RESPONSIBLE
    FOR ONE HALF OF THE COSTS OF TRANSCRIPTION.
    Jennifer’s Cross-Assignment of Error No. I
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    DETERMINING THAT THE TWO PAYMENTS, TOTALING
    $70,000, FROM APPELLANT-PLAINTIFF’S BROTHER AND
    APPELLANT-PLAINTIFF’S FRIEND WERE MARITAL
    DEBTS TO BE EVENLY DIVIDED.
    Jennifer’s Cross-Assignment of Error No. II
    THE TRIAL COURT ABUSED ITS DISCRETION IN
    ADMITTING APPELLANT-PLAINTIFF’S EXHIBITS 1 AND
    1A THROUGH 48 AND 48A WHEN SUCH ADMISSION
    MATERIALLY PREJUDICED JENNIFER BECAUSE THEY
    DID NOT FAIRLY REPRESENT THE ALLEGED MARITAL
    DEBTS.
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    {¶12} Due to the nature of the assignments of error, we elect to address
    Robert’s second, third, and fourth assignments of error, as well as both of
    Jennifer’s cross-assignments of error, together.
    Robert’s First Assignment of Error
    {¶13} In his first assignment of error, Robert argues that the trial court
    improperly set December 2009 as the de facto termination date of the marriage.
    We agree.
    Standard of Review
    {¶14} A trial court’s setting of a de facto termination date is reviewed for
    an abuse of discretion. Eggeman v. Eggeman, 3d Dist. No. 2-04-06, 2004-Ohio-
    6050, ¶ 9. A trial court will be found to have abused its discretion when its
    decision is contrary to law, unreasonable, not supported by the evidence, or
    grossly unsound. See State v. Boles, 2d Dist. No. 23037, 
    2010-Ohio-278
    , ¶ 17-18,
    citing Black’s Law Dictionary 11 (8th Ed.2004). When applying the abuse of
    discretion standard, a reviewing court may not simply substitute its judgment for
    that of the trial court. Blakemore v. Blakemore, 
    5 Ohio St.3d 217
    , 219 (1983).
    De Facto Termination Dates Under R.C. 3105.171(A)(2)
    {¶15} R.C. 3105.171(A)(2) governs the setting of a marriage’s termination
    date and it provides, in pertinent part, as follows:
    (2) “During the marriage” means whichever of the following is
    applicable:
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    (a) Except as provided in division (A)(2)(b) of this section, the
    period of time from the date of the marriage through the date of the
    final hearing in an action for divorce * * *;
    (b) If the court determines that the use of either or both of the dates
    specified in division (A)(2)(a) of this section would be inequitable,
    the court may select dates that it considers equitable in determining
    marital property.
    Under the plain terms of the statute, the final hearing date is the presumptive
    termination date of the marriage. Bowen v. Bowen, 
    132 Ohio App.3d 616
    , 630
    (9th Dist. 1999). But, if using the final hearing date would be inequitable, a trial
    court can vary from this presumption and select an alternative termination date
    that is more equitable. Fisher v. Fisher, 3d Dist. No. 7-01-12 (Mar. 22, 2002).
    Although the decision to select an alternative termination date rests within the
    sound discretion of the trial court, 
    id.,
     its discretion is not unlimited, see Berish v.
    Berish, 
    69 Ohio St.2d 318
    , 321 (1982) (stating that a trial court is authorized to use
    a de facto termination date under R.C. 3105.171(A)(2) provided that it is
    “reasonable under the facts and circumstances presented in a particular case”);
    Boggs v. Boggs, 5th Dist. No. 07 CAF 02 0014, 
    2008-Ohio-1411
    , ¶ 66 (stating that
    varying the presumed termination date is only appropriate where the evidence
    “clearly and bilaterally shows that it is appropriate based on the totality of the
    circumstances”).
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    Case No. 17-12-08
    {¶16} In Dill v. Dill, 
    179 Ohio App.3d 14
    , 
    2008-Ohio-5310
     (3d Dist.), we
    stated that trial courts should consider the following non-exhaustive list of factors
    when setting de facto termination dates:
    (1) Whether the parties separated on bad terms;
    (2) Whether the parties believed the marriage had ended before the
    hearing;
    (3) Whether the parties cohabitated with others during the separation;
    (4) The parties’ degree of involvement during the separation;
    (5) Whether the parties lived as husband and wife;
    (6) Whether the parties maintained separate residences;
    (7) Whether the parties utilized different bank accounts;
    (8) Whether the parties attempted to reconcile;
    (9) Whether the parties retained counsel; and
    (10) Whether the parties vacationed separately or attended social functions
    together. Id. at ¶ 11.
    We further noted that “[n]o one factor is dispositive; rather the trial court must
    determine the relative equities on a case-by-case basis.” Id.
    {¶17} Our decision in Dill addressed a factual context in which the parties
    had been separated for approximately ten years before the final hearing date.
    Despite this extended period of time, the trial court set the final hearing date as the
    termination date of the marriage. We found that this decision was an abuse of
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    discretion and consequently remanded the matter for the trial court to determine an
    equitable de facto termination date based on the above factors. Id. at ¶ 47.
    The Trial Court’s De Facto Termination Date
    {¶18} Here, a review of the trial court’s order regarding the de facto
    termination date of the marriage reveals two flaws. First, the magistrate framed
    the issue as “whether equity requires this court to select the earlier date of
    November [2006] as requested by [Robert], or the later date of December, 2009, as
    requested by Jennifer.” (Docket No. 94, p. 6). Second, the magistrate selected the
    December 2009 date for three reasons: (1) it was closer to the date of the final
    hearing; (2) it was closer to the date that Robert filed his complaint; and (3) it was
    the date when the parties realized that divorce was imminent. Both of these flaws
    render the trial court’s decision an abuse of discretion.
    {¶19} The issue before the trial court was not which of the dates suggested
    by the parties was an appropriate de facto termination date.            Rather, R.C.
    3105.171(A)(2) requires that the trial court engage in a two-part analysis. First, it
    must consider whether using the final hearing date as the termination date of the
    marriage would be equitable. Second, if using the final hearing date would be
    inequitable, it must determine, based on the Dill factors, a previous date that is
    both equitable to the parties and reasonable based on the evidence adduced at trial.
    Berish, 69 Ohio St.2d at 321; Dill, 
    179 Ohio App.3d 14
    , 
    2008-Ohio-5310
    , at ¶ 47;
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    Boggs, 
    2008-Ohio-3411
    , at ¶ 66. When engaging in this analysis, the trial court is
    not constrained by the self-serving suggested dates of the parties. E.g., Wei v.
    Shen, 12th Dist. No. CA2002-12-300 (Nov. 24, 2003) (affirming trial court’s
    decision to not use agreed termination date proposed by the parties because
    evidence adduced at trial did not support the agreed upon date).
    {¶20} The trial court properly engaged in the first step of this analysis.
    However, it failed to appropriately handle the second step because its reasoning
    for the December 2009 date is not in accord with our decision in Dill or
    appropriate considerations of equity.     In Dill, we did not list the temporal
    proximity of the final hearing date and the date of the complaint’s filing as factors
    that trial courts should consider when setting a de facto termination date. And,
    indeed, we see little reason why equity requires that such factors be considered.
    R.C. 3105.171(A)(2)(b) is concerned with the selection of a de facto termination
    date that appropriately reflects when the parties’ marriage was effectively over.
    See Mantle v. Sherry, 10th Dist. No. 02AP-286, 
    2003-Ohio-6058
    , ¶ 11 (stating that
    trial courts should “look at the actual nature of the parties’ relationship” when
    setting a de facto termination date); Harris v. Harris, 11th Dist. No. 2002-A-81,
    
    2003-Ohio-5350
    , ¶ 11 (noting that trial courts generally set de facto termination
    dates where “the parties separate, make no attempt at reconciliation, continually
    maintain separate residences and/or separate bank accounts”). It is not concerned
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    with ensuring that trial courts select de facto termination dates that are closer to
    the presumed date contained in R.C. 3105.171(A)(2)(a) or the date of the
    complaint’s filing.
    {¶21} The trial court’s reliance on Robert’s and Jennifer’s alleged belief
    that divorce proceedings were imminent in December 2009 is also inappropriate.
    First, such a finding that this belief developed in December 2009 is not supported
    by the record. Jennifer testified that she was aware that Robert had retained legal
    counsel in November 2006 and both parties testified that they had conversations
    about dissolution at that time. The parties also indicated that Robert’s legal
    counsel sent correspondence to Jennifer in January 2009 that suggested
    dissolution. In light of this evidence, we are unable to agree with the trial court’s
    finding that the parties did not first realize the dissolution of the marriage was
    imminent until December 2009. Even if the trial court’s fact finding in this regard
    was supported by the record, it is still immaterial to the ultimate decision of when
    to set the termination date under Dill.
    {¶22} In addition to improperly relying on the above factors, the trial court
    failed to account for a variety of facts that suggested the de facto termination date
    of the marriage was before December 2009.           The evidence adduced at trial
    established that the parties had maintained separate residences since November
    2006. Although Robert and Jennifer tried to reconcile in early 2007, they made no
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    attempts after March 2007. Further, since November 2006, Robert and Jennifer
    have used separate bank accounts and they have only shared expenses relating to
    the care of their children. They have vacationed separately and they have made
    significant life decisions without consulting each other. Indeed, when asked why
    she did not consult Robert before purchasing her house in December 2008,
    Jennifer responded, “Why would I do that?” Hearing Tr., p. 466. Finally, Jennifer
    herself characterized the December 2009 date as “arbitrarily selected” as opposed
    to reflective of a change in her marital relationship with Robert. Hearing Tr., p.
    433.
    Jennifer’s Arguments
    {¶23} Jennifer offers two main arguments in support of the trial court’s
    order. First, she argues that the trial court appropriately found that the December
    2009 was the termination date of the marriage because that date was more
    appropriate than the November 2006 date advocated for by Robert. As noted
    above, the issue for the trial court to resolve was not which of the suggested dates
    was more appropriate, but rather what date, based on the consideration of the Dill
    factors, was equitable and reasonable based on the facts.
    {¶24} Jennifer also contends that the parties had the same level of financial
    entanglement after November 2006, indicating that December 2009 was the
    appropriate de facto termination date.        This contention has two significant
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    deficiencies. First, it is partly based on Jennifer’s understanding of the issue as
    whether November 2006 or December 2009 was the appropriate termination date.
    As discussed above, this framing of the issue was improper.
    {¶25} Second, Jennifer’s contention has a tenuous basis in the record.
    Jennifer seizes on Robert’s testimony that little changed financially between
    November 2006 and December 2006 as it related to the couple’s finances. But,
    the record reveals that the parties’ finances were not commingled after November
    2006 to the extent suggested by Jennifer. While Robert did pay some bills that
    Jennifer incurred,2 such as her car payment, she reimbursed him for those
    payments from her separate funds.                       Further, both paid their separate living
    expenses, including those relating to their separate residences, and used separate
    accounts. This is an entirely different arrangement from the one that existed
    before November 2006, that was described in the following testimony by Jennifer:
    Q:     And * * * both of your incomes, whatever they were, were
    going into the marital pot, correct?
    A:       Yes. Hearing Tr., p. 388.
    In light of this evidence, we cannot agree with Jennifer’s contention that the
    parties’ financial affairs after November 2006 necessitated a de facto termination
    date of December 2009.
    2
    We also note that Robert and Jennifer filed joint tax returns for the 2006 and 2007 tax years.
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    {¶26} In sum, the trial court did not properly engage in the analysis
    mandated by R.C. 3105.171(A)(2) for the setting of a de facto marriage
    termination date. Rather than focusing on the self-serving arguments of the parties
    and the temporal proximity of the divorce filing and the final hearing date, the trial
    court was required to focus on what de facto termination date was equitable based
    upon a consideration of the factors we announced in Dill. The trial court’s failure
    to perform this analysis amounts to an abuse of discretion and we consequently
    remand this matter for the trial court to determine an equitable termination date
    that is properly based on the Dill factors and the evidence presented.
    {¶27} Accordingly, we sustain Robert’s first assignment of error.
    Robert’s Second, Third, and Fourth Assignments of Error and
    Jennifer’s Cross-Assignments of Error
    {¶28} Since Robert’s second, third, and fourth assignments of error, as well
    as Jennifer’s first and second cross-assignments of error relate to the valuation and
    division of the marital assets and debts, our resolution of Robert’s first assignment
    of error renders them moot. Accordingly, we decline to address them. See App.R.
    12(A)(1)(c).
    Robert’s Fifth Assignment of Error
    {¶29} In his fifth assignment of error, Robert contends that the trial court
    erred in requiring that he pay the full amount of money charged for the
    transcription of the proceedings in this matter. We agree.
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    {¶30} We preliminarily note that although Robert stylized his motion as a
    “motion to share expense of transcript,” we treat it as a motion to tax the transcript
    as costs. Civ.R. 54(D) provides that “[e]xcept when express provision therefor is
    made either in statute or in these rules, costs shall be allowed to the prevailing
    party unless the court otherwise directs.” We review a trial court’s decision to
    assess a cost for an abuse of discretion.        Holmes Cty. Bd. of Commrs. v.
    McDowell, 
    169 Ohio App.3d 120
    , 
    2006-Ohio-5017
    , ¶ 43 (5th Dist.).
    {¶31} To determine whether an item should be taxed as a cost pursuant to
    Civ.R. 54(D), we engage in a two-part inquiry. “The first step of the inquiry is to
    determine whether an expense is an item properly taxable as a cost; this is
    followed by a decision as to whether the cost should be taxable in the particular
    case at bar.” Jones v. Pierson, 
    2 Ohio App.3d 447
     (8th Dist. 1981), paragraph one
    of the syllabus. In Zittowksi v. Zittowski, 
    70 Ohio App.3d 484
     (11th Dist. 1990),
    the wife filed an objection to the magistrate’s decision, which required that she file
    a transcript of the proceedings. The wife moved that the transcript cost be taxed as
    costs of the action, but the trial court denied her motion. The Court of Appeals,
    applying the Jones test above, reversed on the grounds “[t]he transcript was a
    necessary litigating expense and not a mere personal expense; it was neither an
    unusual nor unreasonable expense and, thus, the trial court abused its discretion in
    denying [the wife’s motion].” Id. at 487; see also Barran v. Kinas, 8th Dist. No.
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    Case No. 17-12-08
    85085, 
    2005-Ohio-2002
    , ¶ 17 (reversing trial court’s denial of motion to tax
    transcription fees as costs of action because transcript had to be filed along with
    objections to magistrate’s decision).
    {¶32} The same facts exist here since both Robert and Jennifer objected to
    the magistrate’s decision, which required that they file the transcript of the
    proceedings before the magistrate. Civ.R. 53(D)(3)(b)(iii). Under Zittowski, the
    costs of the transcription were therefore necessary and recoverable as costs
    pursuant to Civ.R. 54(D). As a result, the trial court abused its discretion in
    denying Robert’s motion and the cost of transcription should be taxed as costs of
    this action.
    {¶33} Further, we note that significant inequity would occur if the parties
    did not share in the costs of the transcription. A review of the record reveals that
    both Robert and Jennifer objected to the magistrate’s decision and requested the
    production of the transcript. Moreover, in her original set of objections, Jennifer
    “request[ed] leave of court to amend and supplement said objections once the
    transcript of the hearing is filed with the Court.” (Docket No. 102, p. 8). Indeed,
    upon the transcript’s filing, Jennifer filed supplemental objections to the
    magistrate’s decision.    Based on these filings, Jennifer benefitted from the
    production of the hearing transcript since it allowed her to object to the
    magistrate’s decision and to file supplemental objections. It would be inequitable
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    for her to receive these benefits and yet not have to share in the costs simply
    because Robert was the first party to object and request the transcript.
    {¶34} To support the trial court’s denial of the cost sharing, Jennifer cites to
    Loc.R. 32 of the Court of Common Pleas of Shelby County. The rule provides
    that “[t]he compensation of reporters for making transcripts and copies shall be
    paid forthwith to the reporter by the party for whose benefit the same is made.”
    Loc.R. 32 of the Court of Common Pleas of Shelby County, General Division.
    However, the record plainly reveals that the transcripts were made for both
    Robert’s benefit and Jennifer’s benefit since they both filed objections to the
    magistrate’s decision. Consequently, Loc.R. 32 does not mandate that only Robert
    pay for the costs of transcription.
    {¶35} Accordingly, we sustain Robert’s fifth assignment of error.
    {¶36} Having found error prejudicial to Robert in the particulars assigned
    and argued in Robert’s first and fifth assignments of error, we reverse the trial
    court’s judgment and remand this matter for further proceedings consistent with
    this opinion.
    Judgment Reversed
    And Cause Remanded
    WILLAMOWSKI and SHAW, J.J., concur.
    /jlr
    -21-
    

Document Info

Docket Number: 17-12-08

Citation Numbers: 2013 Ohio 1500

Judges: Rogers

Filed Date: 4/15/2013

Precedential Status: Precedential

Modified Date: 4/17/2021