SUPERIOR COURT OF NEW JERSEY
APPELLATE DIVISION
A-3500-00T5
IN THE MATTER OF THE
ESTATE OF
K.J.R., DECEASED
Submitted January 29, 2002 - Decided March 8, 2002
Before Judges Stern, Lintner and Parker.
On appeal from the Superior Court of New
Jersey, Chancery Division, Probate Part,
Camden County, Docket No. CP-171-98.
Schubert, Bellwoar, Cahill & Quinn, attorneys
for appellant Bonnie G. (James M. Tyler,
on the brief).
Garber, Kasten, Jarve & Mullen, attorneys
for respondent Mildred R. (Brian T.
Reagan, on the brief).
The opinion of the court was delivered by
STERN, P.J.A.D.
Petitioner, Bonnie G., appeals from a judgment of the
Chancery Division, Probate Part, granting the motion of the
administratrix of her husband's estate for summary judgment, and
dismissing her petition to be substituted as administratrix. The
parties appear to agree that such substitution would, in essence,
recognize petitioner's intestate share as surviving spouse of
Kevin R.. Respondent, Mildred R., decedent's mother, was
appointed administratrix ad prosequendum after presenting a death
certificate indicating that Kevin was divorced at the time of
death. She claims that she thought that the divorce proceedings
had been finalized by the time of Kevin's death and notes that
petitioner executed a renunciation of "any claim ... to Letters
of Administration . . . and request[ed] they be granted to"
respondent. In any event, respondent now asserts that the
property settlement agreement ("PSA"), executed by petitioner and
Kevin in March of 1991, acted as a renunciation of all rights
petitioner may have had to the estate and its administration.
Petitioner acknowledges that she commenced the action after
becoming "aware of her rights, as [Kevin R.'s] widow, to funds
available as a result of a nationwide class action lawsuit..."
related to the transfusion of tainted blood affecting Kevin, who
was a hemophiliac, diagnosed as being HIV positive before they
were married, and infected with the AIDs virus at the time of his
death.
Petitioner and Kevin were married in 1987 and separated in
early 1991. They executed a PSA on March 1, 1991. Petitioner
was represented by counsel at the time. In her answers to
interrogatories petitioner indicated that she moved to
California, as a result of a transfer by her employer, in
November, 1991, and that she spoke to decedent "multiple times
on the telephone" from there. She stated that "[d]uring April
and May of 1992, [they] spent many hours on the phone discussing
[their] situation," and had "an emotional reconciliation" before
his death on July 5, 1992.
Petitioner's position was further developed in her
depositions. She sought the separation because she "was
physically and emotionally completely drained" as decedent became
more ill. She testified that "[t]he sicker he became the less he
paid[] attention to [her] and the more withdrawn he became...."
She indicated that she nevertheless continued to take "care of
him financially [and] medically," and provided for his health
insurance through her employer's coverage. She asked for the PSA
because, in the absence of one, she "was terrified . . . that
Kevin's mother would have him declared incompetent and take power
of attorney and make [her] life a living hell," apparently with
reference to the marital premises which was titled in her name.
The house was ultimately purchased by petitioner's employer upon
her relocation to California, and the proceeds were split by her
with Kevin.
Petitioner acknowledged that between execution of the PSA in
March, 1991 and her move to California in November, there was no
endeavor to reconcile. She claimed that the reconciliation
occurred "around the April, May [1992] time frame" when they
"talked on the phone a bunch." According to petitioner, "[t]here
were about four or five really big conversations" during that
period, and they "agreed that [they] loved each other" and
"weren't going to get divorced." She admitted "[t]hat from the
time . . . that [she was] trying to reconcile with Kevin [in]
April or May of '92, up until the time that he passed away, [she]
was never . . . in his presence." She was specifically asked
what she meant by the term that they "reconciled," and answered
"I think it means that you agree to care for the other one . . .
and it means that you will-_that you'll be there emotionally for
them and financially." Finally, petitioner acknowledged that
they "never talked about" maintaining or vacating the PSA because
it was drafted "for a very specific event . . . for fear of
intervention [regarding] the house that was in [her] name." Her
complaint for divorce was certified on April 1, 1992 and filed
later that month.
Respondent contends that:
At the time of Kevin [R.]'s death in July,
1992 he resided in New Jersey with his
girlfriend Ms. Paula [W.]; at this same time
Petitioner resided in California, having
relocated there in November, 1991; the
parties never resumed living together after
separation through the date of Kevin's death;
at the time of Kevin's death, Petitioner . .
. was on a sailing trip with her future (and
now current) husband, Ron, where she was
intimate with him on that trip; at no point
after separation and at no point during any
purported reconciliation did she ever resume
cohabitation with Kevin.
Paula W. (now Paula G.) certified that Kevin moved in with
her after a lease expired and lived with her "until the time of
his death." She certified that, although "[d]ue to Kevin's
illness [they] did not have a sexual relationship, [they] did
sleep in the same bed" and "did everything together." She
further certified that "at the time of Kevin's death, we were
living together and involved in a boyfriend/girlfriend
relationship [and that she] considered Kevin to be [her] best
friend and lover," and that "[a]t no time did Kevin ever mention
to [her] that he wanted to reconcile with his wife, Bonnie, nor
did he express any intention to do so." Respondent also contends
that petitioner stopped providing medical coverage and started a
romantic relationship with her present husband while Kevin was
still alive.
The appendices on this appeal are not clear in terms of what
was before the trial judge on the motion for summary judgment.
We are satisfied, nevertheless, that summary judgment was
properly granted based on the depositions and interrogatory
answers supplied by petitioner.
The petitioner and decedent had entered a counseled PSA, but
they were not divorced at the time of Kevin's death. Decedent
committed suicide over a year after execution of the PSA and four
months after petitioner filed her complaint for divorce. If
petitioner prevails, she will be the primary intestate successor
of decedent's share of a settlement relating to the tainted blood
which contributed to his depressed condition.
The PSA executed by petitioner expressly waived her dower
interest, "right to take by intestacy," the spouse's elective
share, and "right to act as administrator." See N.J.S.A. 3B:8-10
which presumes "waiver of all rights to an elective share . . .
[and] all benefits which would otherwise pass to him from the
other by intestate succession" by virtue of the execution of a
PSA. See also N.J.S.A. 3B:8-1 (right to "elective share" where
surviving spouse and decedent not living apart in different
habitation at the time of death, "or had not ceased to cohabit as
man and wife"); Probate of Alleged Will of Hughes,
244 N.J.
Super. 322, 327 (App. Div. 1990). However, petitioner argues
that she and decedent reconciled before his death and that their
PSA was voided by the fact of reconciliation. Petitioner also
insists that the reconciliation does not require cohabitation.
Petitioner relies on Brazina v. Brazina,
233 N.J. Super. 145
(Ch. Div. 1989). There, the primary question related to whether
the marital premises, conveyed to the husband under a PSA, was
subject to equitable distribution when the parties separated a
second time following a two-year reconciliation. The court held
"that, under New Jersey law, the increase in the value of an
asset held in the name of one party during a reconciliation is
subject to equitable distribution." Id. at 154. In reaching
that conclusion, the court first found that a "reconciliation"
had, in fact, occurred because the wife and the parties' son
moved back into the marital premises with the husband. Id. at
150. However, the court said:
To encourage a reconciliation and the
resumption of the marriage it is important
that we not impose legal consequences which
could discourage the parties from attempting
a reconciliation out of fear that an
unsuccessful reconciliation effort could
result in adverse legal consequences. For
these reasons we believe that the preferable
rule is to hold that a reconciliation should
not be deemed to have occurred until the
parties have successfully completed the
exploratory stage of a reconciliation and
have agreed upon a true and genuine
reconciliation, that is to say, when the
parties have resolved their major matrimonial
differences and agree to permanently resume
their former relationship as husband and
wife.
. . . .
. . . From the few reported cases dealing
with this issue the general rule appears to
be that a reconciliation does not exist until
the parties reside with each other for a
sufficient length of time to permit the trier
of fact to conclude that the parties resolved
their major differences and agreed to
permanently resume their marital
relationship.
[Brazina, supra, at 149-150.]
Moreover, the Brazina court concluded that when "reconciliation,"
in fact, occurs, "it is the presumed intent of the parties . . .
to resume the marital relationship in all respects and abrogate
any prior agreements restricting or inhibiting the rights of one
of the spouses, unless they indicate otherwise at the time of
reconciliation." Id. at 151.See footnote 11 The court added, however, that to
protect third parties who entered into a contractual agreement,
relying on a PSA which had the effect of creating a legal
interest in only one of the spouses, "most courts hold that while
the executory provisions of a property settlement agreement are
abrogated upon a reconciliation, executed portions [such as the
conveyance in Brazina] are unaffected." Id. at 151-52. On the
other hand, in the absence of a judgment of divorce, title
searchers and third parties are on notice with respect to a
spouse's statutory rights, and the courts can promote
reconciliation without the formality of voiding a PSA.
The parties before us differ as to what acts are necessary
to constitute "reconciliation" and, upon "reconciliation,"
whether any formality is necessary to void a counseled PSA. See
generally, "Reconciliation as Affecting Decree for Limited
Divorce Separation, Alimony, Separate Maintenance or Spousal
Support,"
36 A.L.R. 4th 502 (1985); "Reconciliation as Affecting
Separation Agreement or Decree,"
35 A.L.R.2d 707 (1954). We
need not address the latter issue, however, because a
"reconciliation" cannot be deemed to have occurred in this case.
At the most, petitioner and decedent merely spoke by long
distance telephone, without any physical contact or face-to-face
visits, over the last four or five months of decedent's life, the
period during which petitioner claims the reconciliation
occurred. During that time, irrespective of whether decedent was
living with a partner of the opposite sex and petitioner's
relationship with her present husband, petitioner and decedent
made no endeavor to reunite physically, much less to void the PSA
they executed. Cf. Probate of Alleged Will of Hughes, supra, 244
N.J. Super. 322 (App. Div. 1990) (where husband's visits to wife
while terminally ill in hospital, return to her of wedding ring,
and decision not to proceed with husband's complaint for divorce
after execution of PSA did not permit husband to file caveat to
will on grounds of reconciliation).See footnote 22 See also, e.g., Bourne v.
Bourne,
336 S.C. 642,
521 S.E.2d 519 (Ct. App. 1999) (PSA is
abrogated as to support obligation upon reconciliation; executed
property provisions generally remain unaffected by
reconciliation; otherwise PSA controls as to impact of
reconciliation); Smith v. Smith,
19 Va. App. 155,
449 S.E.2d 506
(Ct. App. 1999) (PSA not abrogated by reconciliation where
agreement provides for revocation only by written agreement
signed by the parties); Cooke v. Cooke,
34 N.C. App. 124,
237 S.E.2d 323, 325, cert. denied,
293 N.C. 740,
241 S.E.2d 513
(1977) (isolated acts of sexual intercourse not "reconciliation"
in absence of intent to resume marriage and repudiate PSA); Walsh
v. Walsh,
108 Cal. App.2d 575,
239 P.2d 472, 476 (Ct. App.
1952) ("occasional cohabitation does not alone establish a
reconciliation;" sexual intercourse without resumption of
cohabitation is not sufficient to show the necessary intent to
reconcile).
Petitioner has the heavy burden of showing reconciliation
sufficient to void a PSA. Whatever proofs may suffice in other
circumstances, and assuming that "reconciliation" by itself can
suffice to void executory provisions of a PSA (which does not
provide otherwise), petitioner has not shown enough to withstand
summary judgment on the basis of a factual dispute as to a
material fact evidencing "reconciliation" in this case.
The judgment is affirmed.
Footnote: 1 1The Brazina court believed "[t]he primary purpose of the court is to preserve the marriage and, if there has been a separation, to encourage a reconciliation," id. at 149. Hence, it appears the Brazina court believed these policies would not be promoted by the need for formality in voiding the property settlement agreement. Footnote: 2 2For the most part, the parties seem to treat the Chancery Division opinion in Brazina as binding on us. They would be better served by arguing the statutory and policy reasons which support or prevent its rationale.