← LexyCorpus index

LexyCorpus case page

CourtListener opinion 1062296

Citation: Domestic Relations Order · Date unknown · US

Extracted case name
pending
Extracted reporter citation
Domestic Relations Order
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 1062296 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution 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: ERISA / defined contribution issues

Evidence quotes

QDRO

olds Metals Retirement Plan and $3,000. One-half of the amount [husband] receives from the Reynolds Metals Retirement Plan will be transferred to [wife] by Qualified Domestic Relations Order . . . . If, for any reason, this amount cannot be transferred by Qualified Domestic Relations Order, [husband] shall pay to [wife] $3,000 per month spousal support until further order of the Court. At the time of the divorce, husband was employed at Reynolds Metals earning $80,100 per year, and wife was unemployed. In May 2009, husband was notified that his position was being eliminated. At the time, he was earning approximately $100,000 per year

retirement benefits

final decree stated that husband's spousal support obligation would be as follows: * Pursuant to Code § 17.1-413, this opinion is not designated for publication. the difference between one-half of the monthly amount he receives from the Reynolds Metals Retirement Plan and $3,000. One-half of the amount [husband] receives from the Reynolds Metals Retirement Plan will be transferred to [wife] by Qualified Domestic Relations Order . . . . If, for any reason, this amount cannot be transferred by Qualified Domestic Relations Order, [husband] shall pay to [wife] $3,000 per month spousal support until further order of the

401(k)

examining the evidence and the income and expense statements, the trial court found that husband "voluntarily obligated himself on a mortgage for the second house," -3- and he had "substantial assets," including two houses and funds in a bank account and 401(K) plan. His first house had no mortgage. Meanwhile, wife owned a condominium and made monthly mortgage payments. She also had an annuity. After his termination from employment, husband had an additional expense for health insurance; however, the trial court found that husband's other expenses were "inflated" because they included his fiancée's expense

domestic relations order

lication. the difference between one-half of the monthly amount he receives from the Reynolds Metals Retirement Plan and $3,000. One-half of the amount [husband] receives from the Reynolds Metals Retirement Plan will be transferred to [wife] by Qualified Domestic Relations Order . . . . If, for any reason, this amount cannot be transferred by Qualified Domestic Relations Order, [husband] shall pay to [wife] $3,000 per month spousal support until further order of the Court. At the time of the divorce, husband was employed at Reynolds Metals earning $80,100 per year, and wife was unemployed. In May 2009, husband was notified

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
reporter: Domestic Relations Order
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 Kelsey, Petty and Senior Judge Bumgardner

JOSEPH LINVILLE LEWIS
 MEMORANDUM OPINION *
v. Record No. 1230-10-2 PER CURIAM
 NOVEMBER 30, 2010
YVONNE DeGAETANI LEWIS

 FROM THE CIRCUIT COURT OF HENRICO COUNTY
 Gary A. Hicks, Judge

 (Robin M. Morgan; Blackburn, Conte, Schilling & Click, P.C., on
 briefs), for appellant.

 (Michael S. Ewing; Batzli Wood & Stiles, PC, on brief), for
 appellee.

 Joseph Linville Lewis (husband) appeals a trial court's ruling denying his motion to reduce

or terminate spousal support to Yvonne DeGaetani Lewis (wife). Husband argues that the trial

court erred in finding that the evidence was insufficient as a matter of law to show a material change

of circumstances bearing on husband's ability to pay spousal support since the entry of the final

decree. Upon reviewing the record and briefs of the parties, we conclude that this appeal is

without merit. Accordingly, we summarily affirm the decision of the trial court. See Rule

5A:27.

 BACKGROUND

 Husband and wife married on June 10, 1960, separated on December 30, 1999, and

divorced on May 23, 2002. The final decree stated that husband's spousal support obligation

would be as follows:

 *
 Pursuant to Code § 17.1-413, this opinion is not designated for publication.
 the difference between one-half of the monthly amount he receives
 from the Reynolds Metals Retirement Plan and $3,000. One-half
 of the amount [husband] receives from the Reynolds Metals
 Retirement Plan will be transferred to [wife] by Qualified
 Domestic Relations Order . . . . If, for any reason, this amount
 cannot be transferred by Qualified Domestic Relations Order,
 [husband] shall pay to [wife] $3,000 per month spousal support
 until further order of the Court.

 At the time of the divorce, husband was employed at Reynolds Metals earning $80,100

per year, and wife was unemployed.

 In May 2009, husband was notified that his position was being eliminated. At the time,

he was earning approximately $100,000 per year and was sixty-eight years old. As a result of his

loss of employment, he was required to pay for medical insurance benefits. In August 2009, he

filed a motion to reduce or terminate his spousal support. Wife was sixty-eight years old and

suffered from multiple sclerosis, which affected her balance, vision, and ability to hold a pen.

 After filing his motion, husband purchased a second residence with his fiancée. At the

time of the hearing, he still lived in the first residence, which had no mortgage, while renovations

were completed on his second home, which had a mortgage payment of $727 per month.

 The trial court heard evidence and argument on February 22, 2010, and on April 8, 2010,

it issued a letter opinion denying husband's motion. The trial court found that husband did not

prove a material change in circumstances because "[w]hile there has been a slight reduction in

[husband's] income due to his termination, [husband] continues to own substantial assets and has

voluntarily taken on financial obligations." This appeal followed.

 ANALYSIS

 Spousal support
 0BU

 Husband argues that the trial court erred in finding that the evidence was insufficient as a

matter of law to show a material change in circumstances bearing on husband's ability to pay

spousal support since the entry of the final decree.
 -2-
 "We will not disturb the trial court's decision where it is based on an ore tenus hearing,

unless it is ‘plainly wrong or without evidence in the record to support it.'" Furr v. Furr, 13
 U U

Va. App. 479, 481, 413 S.E.2d 72, 73 (1992) (quoting Schoenwetter v. Schoenwetter, 8 Va. App.
 U U

601, 605, 383 S.E.2d 28, 30 (1989)). "Where the record contains credible evidence in support of

the findings made by that court, we may not retry the facts or substitute our view of the facts for

those of the trial court." Ferguson v. Stafford County Dep't of Soc. Servs., 14 Va. App. 333,
 U U

336, 417 S.E.2d 1, 2 (1992).

 "Upon [the] petition of either party the court may increase . . . spousal support and

maintenance . . . as the circumstances may make proper." Code § 20-109. "The moving party in

a petition for modification of support is required to prove both a material change in

circumstances and that this change warrants a modification of support." Schoenwetter, 8
 U U

Va. App. at 605, 383 S.E.2d at 30 (citation omitted). The material change in circumstances

"must bear upon the financial needs of the dependent spouse or the ability of the supporting

spouse to pay." Hollowell v. Hollowell, 6 Va. App. 417, 419, 369 S.E.2d 451, 452 (1988).
 U U

 On appeal, husband argues that the trial court erred when it compared his income and

expense statement from the time of the divorce with his income and expense statement at the

time of the February 2010 hearing. However, the statement from the time of the final decree

showed husband's net monthly income was $4,080.92, and the statement from the February 2010

hearing showed his net monthly income was $3,713.79. The trial court concluded, "Income and

expense worksheets prepared before [the] parties' divorce and after Mr. Lewis's termination

show his monthly net income has decreased approximately $360 due to his job loss."

 Furthermore, in examining the evidence and the income and expense statements, the trial

court found that husband "voluntarily obligated himself on a mortgage for the second house,"

 -3-
 and he had "substantial assets," including two houses and funds in a bank account and 401(K)

plan. His first house had no mortgage.

 Meanwhile, wife owned a condominium and made monthly mortgage payments. She

also had an annuity.

 After his termination from employment, husband had an additional expense for health

insurance; however, the trial court found that husband's other expenses were "inflated" because

they included his fiancée's expenses as well as his own.

 The trial court concluded that the "slight reduction" in his income was insufficient to

prove a material change in circumstances, especially in light of his "substantial assets" and the

fact that he "has voluntarily taken on financial obligations."

 Here, the evidence supports the trial court's finding. Husband's financial situation

 changed little from the time of the divorce and the time of the February 2010 hearing. Husband

 had the ability to pay spousal support, and wife needed the support. The trial court did not err in

 denying husband's motion to reduce or terminate spousal support based on the finding that there

 was no material change in circumstances.

 Attorney's fees
 1BU

 Wife asks this Court to award her attorney's fees and costs incurred on appeal. See
 U U

O'Loughlin v. O'Loughlin, 23 Va. App. 690, 695, 479 S.E.2d 98, 100 (1996). On consideration
U U

of the record before us, we deny wife's request for an award of attorney's fees and costs she

incurred on appeal.

 CONCLUSION

 For the foregoing reasons, the trial court's ruling is summarily affirmed. Rule 5A:27.

 Affirmed.
 U

 -4-