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CourtListener opinion 1062143

Date unknown · US

Extracted case name
pending
Extracted reporter citation
pending
Docket / number
pending
QDRO relevance 5/5Retirement relevance 5/5Family-law relevance 5/5gold label pending
Research-use warning: This page contains machine-draft public annotations generated from public opinion text. The headnote is not Willie-approved gold-label work product and is not legal advice. Verify the full opinion and current law before relying on it.

Machine-draft headnote

Machine-draft public headnote: CourtListener opinion 1062143 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.

Retrieval annotation

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.

Category: pension / defined benefit issues

Evidence quotes

QDRO

om his employment. One represented a plan for hourly employees paid for by the company. A second plan known as the Merck Employee Stock Purchase and Savings Plan consisted of contributions from husband. On September 3, 2009, husband objected to a proposed qualified domestic relations order from wife that would have divided husband's interest in the Stock Purchase and Savings Plan. Husband maintained that under the agreement wife should receive only a share of the hourly employees plan, without any share in the Stock Purchase and Savings Plan. In a May 21, 2010 letter opinion, the trial court held wife should receive a share in both plan

retirement benefits

ner, on brief), for appellant. Nancy A. Frank (Nancy A. Frank, P.C., on brief), for appellee. I. INTRODUCTION James Allan Myers (husband) appeals a decision of the trial court granting his former spouse, Shelby Lynne Smith Myers (wife), a share in two retirement plans. 1 Husband argues a property settlement agreement (PSA) granted wife a share in only one of the plans. We affirm. II. BACKGROUND Given our resolution of this case, the relevant facts may be succinctly stated. Husband and wife separated on July 3, 2008. They entered into a PSA on July 25, 2008, that was prepared by husband's counsel. The PSA contain

pension

(quoting Wilson v. Holyfield, 227 Va. 184, 187, 313 S.E.2d 396, 398 (1984)). We agree with the trial court that Hale controls the interpretation of the agreement in this case. 2 The property settlement agreement in Hale provided the husband had "a vested pension plan with his employer" and that the wife would receive half "of said pension plan provided to him through his employer." 42 Va. App. at 32, 590 S.E.2d at 68. Like this case, the husband argued the "pension plan with his employer" referred only to an employer-provided pension plan, not to a plan where the employee contributes, which the husband also pos

domestic relations order

loyment. One represented a plan for hourly employees paid for by the company. A second plan known as the Merck Employee Stock Purchase and Savings Plan consisted of contributions from husband. On September 3, 2009, husband objected to a proposed qualified domestic relations order from wife that would have divided husband's interest in the Stock Purchase and Savings Plan. Husband maintained that under the agreement wife should receive only a share of the hourly employees plan, without any share in the Stock Purchase and Savings Plan. In a May 21, 2010 letter opinion, the trial court held wife should receive a share in both plan

Source and provenance

Source type
courtlistener_qdro_opinion_full_text
Permissions posture
public
Generated status
machine draft public v0
Review status
gold label pending
Jurisdiction metadata
US
Deterministic extraction
pending
Generated at
May 14, 2026

Related public corpus pages

Deterministic links based on shared title/citation terms and QDRO / retirement / family-law retrieval scores.

Clean opinion text

COURT OF APPEALS OF VIRGINIA

Present: Judges Haley, Petty and Powell
Argued at Salem, Virginia

JAMES ALLAN MYERS
 MEMORANDUM OPINION ∗ BY
v. Record No. 1509-10-3 JUDGE JAMES W. HALEY, JR.
 MARCH 8, 2011
SHELBY LYNNE SMITH MYERS

 FROM THE CIRCUIT COURT OF AUGUSTA COUNTY
 Victor V. Ludwig, Judge

 Frankie C. Coyner (Law Offices of Frankie C. Coyner, on brief), for
 appellant.

 Nancy A. Frank (Nancy A. Frank, P.C., on brief), for appellee.

 I. INTRODUCTION

 James Allan Myers (husband) appeals a decision of the trial court granting his former

spouse, Shelby Lynne Smith Myers (wife), a share in two retirement plans. 1 Husband argues a

property settlement agreement (PSA) granted wife a share in only one of the plans. We affirm.

 II. BACKGROUND

 Given our resolution of this case, the relevant facts may be succinctly stated.

 Husband and wife separated on July 3, 2008. They entered into a PSA on July 25, 2008,

that was prepared by husband's counsel. The PSA contained a provision concerning the division

 ∗
 Pursuant to Code § 17.1-413, this opinion is not designated for publication.
 1
 The parties' names are misspelled in the briefs filed with this Court. However,
reference to documents filed with the trial court, including the parties' actual signatures,
confirms the correct spelling. We use only the correct spelling in this opinion.
 of husband's retirement benefits obtained as a result of his employment with Merck. This

paragraph stated:

 SECTION 7, RETIREMENT PLANS: WIFE shall be
 entitled to fifty percent (50%) of the value of HUSBAND's
 retirement plan at Merck for the period starting on the date of
 HUSBAND's employment with Merck and ending on July 3,
 2008, the date the parties ceased to cohabit. HUSBAND and
 WIFE each waive any claims they may otherwise have against any
 other retirement plans or benefits available to the other. Each party
 agrees to execute any documents that may be required by any plan
 or benefit administration to carry out the provisions of the
 paragraph.

 Husband had acquired an interest in two retirement plans from his employment. One

represented a plan for hourly employees paid for by the company. A second plan known as the

Merck Employee Stock Purchase and Savings Plan consisted of contributions from husband.

 On September 3, 2009, husband objected to a proposed qualified domestic relations order

from wife that would have divided husband's interest in the Stock Purchase and Savings Plan.

Husband maintained that under the agreement wife should receive only a share of the hourly

employees plan, without any share in the Stock Purchase and Savings Plan.

 In a May 21, 2010 letter opinion, the trial court held wife should receive a share in both

plans in accordance with the unambiguous provisions of the PSA. The court based its holding on

Hale v. Hale, 42 Va. App. 27, 590 S.E.2d 66 (2003), writing: "If the language in Hale was not

ambiguous . . . this Court cannot find the language in this case to be ambiguous."

 III. ANALYSIS

 Husband maintains that because the agreement provided wife an interest in only his

"retirement plan," she should only receive a share of the hourly employees plan. For the

following reasons, we disagree.

 We consider the parties' property settlement agreement under the same rules applicable

to contracts. Bailey v. Bailey, 54 Va. App. 209, 215, 677 S.E.2d 56, 59 (2009). Contract

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 interpretation is a matter of law receiving de novo review in this Court. Fry v. Schwarting, 4

Va. App. 173, 180, 355 S.E.2d 342, 346 (1987).

 It is "the intent of the parties as expressed in the contract [that] controls." Gayler v.

Gayler, 20 Va. App. 83, 86, 455 S.E.2d 278, 280 (1995). Where a contract is unambiguous,

courts must give effect to the words used. Stacy v. Stacy, 53 Va. App. 38, 44, 669 S.E.2d 348,

351 (2008) (en banc). We "‘are bound to say that the parties intended what the written

instrument plainly declares.'" Irwin v. Irwin, 47 Va. App. 287, 293, 623 S.E.2d 438, 441 (2005)

(quoting Wilson v. Holyfield, 227 Va. 184, 187, 313 S.E.2d 396, 398 (1984)).

 We agree with the trial court that Hale controls the interpretation of the agreement in this

case. 2 The property settlement agreement in Hale provided the husband had "a vested pension

plan with his employer" and that the wife would receive half "of said pension plan provided to

him through his employer." 42 Va. App. at 32, 590 S.E.2d at 68. Like this case, the husband

argued the "pension plan with his employer" referred only to an employer-provided pension

plan, not to a plan where the employee contributes, which the husband also possessed. Id. at 30,

590 S.E.2d at 67. The wife maintained the language covered both plans. Id. This Court agreed

with the wife, holding the "plan" included "the sum of all individual plans husband's employer

provided" since "both were a part of husband's total retirement plan." Id. at 32, 590 S.E.2d at

68. In doing so, the Court found important that the agreement showed "the parties intended to

settle . . . all pension plans owned by either party." Id. at 33, 590 S.E.2d at 68. The Court also

noted the wife would have an equitable distribution claim for half of all pension benefits

obtained during the marriage. Id. Similarly, it could be said in this case that husband's

"retirement plan" covered both the hourly employees plan and the Stock Purchase and Savings

 2
 In Hale, the parties stipulated the agreement was unambiguous and the Court
specifically declined to question this stipulation. 42 Va. App. at 31 n.1, 590 S.E.2d at 67 n.1.
The parties here have also agreed that the agreement is unambiguous.

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 Plan. By including a waiver of all unmentioned retirement assets, the agreement plainly

demonstrates a desire to settle all retirement issues, as in Hale. 3 Finally, by providing wife a

fifty percent share of retirement assets from the beginning of husband's employment with Merck

until the separation, it is clear that all the retirement funds were obtained during the marriage,

giving wife a potential right to fifty percent of such funds. See Code § 20-107.3(A)(2).

 Finally, we note that wife seeks attorney fees under the agreement. The agreement stated

that if judicial "proceedings are instituted for the nonperformance of any covenant, promise or

agreement herein contained, the defaulting party shall be responsible for" attorney fees. These

proceedings were not initiated by wife for husband's breach, but rather by husband to determine

his obligations. See Stroud v. Stroud, 54 Va. App. 231, 677 S.E.2d 629 (2009). Therefore, the

contractual provision does not apply and we deny wife's request.

 For the foregoing reasons, the judgment of the trial court is affirmed.

 Affirmed.

 3
 Husband distinguishes this case from Hale by arguing that here wife expressly waived
any interest in unmentioned plans, whereas in Hale no such waiver was present. However, both
the plans here came as a result of husband's employment "at Merck," as stated in the agreement.
Moreover, as noted above, the waiver indicates a desire to settle all assets obtained "at Merck."

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