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CourtListener opinion 11089246

Date unknown · US

Extracted case name
pending
Extracted reporter citation
pending
Docket / number
30331 Appellee : : Trial
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 11089246 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

IS, JUDGE -2- [[Applied Signature 3]] MARY K. HUFFMAN, JUDGE -3- OPINION MONTGOMERY C.A. No. 30331 JAY M. LOPEZ & CHARLYNE L. ADAMS, Attorneys for Appellant CRAIG M. SAMS, Attorney for Appellee LEWIS, J. {¶ 1} Appellant Douglas Stueve appeals from a qualified domestic relations order issued by the Montgomery County Court of Common Pleas, Domestic Relations Division. For the reasons that follow, we affirm the judgment of the trial court. I. Course of Proceedings {¶ 2} On March 8, 2023, Appellee Sarah S. Stueve filed a complaint for divorce. According to the complaint, she married Douglas on April 20, 2002, and they had two childr

retirement benefits

the division of their assets and liabilities was fair and equitable and that the terms of the decree were in the best interest of the children. No provisions of the decree were read into the record, and neither party testified about how they intended their retirement accounts to be divided. {¶ 7} On September 2, 2024, the trial court entered a final judgment and decree of divorce. Sarah was named the legal custodian and residential parent of the children. "SECTION VIII: DIVISION OF PROPERTY" of the divorce decree stated, in relevant part: The parties stipulate that the date of division of assets shall be January 1, 2023

pension

ate that the date of division of assets shall be January 1, 2023, unless specifically provided otherwise herein. All tangible and intangible personal property belonging to the parties shall be divided between them as follows: ... D. Retirement Plans/Pension Benefits: Husband owns a 401(k) account through Fidelity with an approximate -5- balance of $1,138,666.32 as of January 1, 2023. Wife owns a Fidelity account consisting of a 401(k) and Rollover IRA with an approximate balance of $657,579 as of September 30, 2022. All retirement is marital in nature. The marital portion shall be defined as the time

401(k)

sets shall be January 1, 2023, unless specifically provided otherwise herein. All tangible and intangible personal property belonging to the parties shall be divided between them as follows: ... D. Retirement Plans/Pension Benefits: Husband owns a 401(k) account through Fidelity with an approximate -5- balance of $1,138,666.32 as of January 1, 2023. Wife owns a Fidelity account consisting of a 401(k) and Rollover IRA with an approximate balance of $657,579 as of September 30, 2022. All retirement is marital in nature. The marital portion shall be defined as the time from April 20, 2002 (Date of Ma

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
docket: 30331 Appellee : : Trial
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

[Cite as Stueve v. Stueve, 2025-Ohio-2359.]
 IN THE COURT OF APPEALS OF OHIO
 SECOND APPELLATE DISTRICT
 MONTGOMERY COUNTY

 SARAH S. STUEVE :
 : C.A. No. 30331
 Appellee :
 : Trial Court Case No. 2023DR00167
 v. :
 : (Appeal from Common Pleas Court-
 DOUGLAS STUEVE : Domestic Relations)
 :
 Appellant : FINAL JUDGMENT ENTRY &
 : OPINION

 ...........

 Pursuant to the opinion of this court rendered on July 3, 2025, the judgment of the

trial court is affirmed.

 Costs to be paid as stated in App.R. 24.

 Pursuant to Ohio App.R. 30(A), the clerk of the court of appeals shall immediately

serve notice of this judgment upon all parties and make a note in the docket of the service.

Additionally, pursuant to App.R. 27, the clerk of the court of appeals shall send a certified

copy of this judgment, which constitutes a mandate, to the clerk of the trial court and note

the service on the appellate docket.

 [[Applied Signature]]
 MICHAEL L. TUCKER, JUDGE

 [[Applied Signature 2]]
 RONALD C. LEWIS, JUDGE
 -2-

[[Applied Signature 3]]
MARY K. HUFFMAN, JUDGE
 -3-

 OPINION
 MONTGOMERY C.A. No. 30331

JAY M. LOPEZ & CHARLYNE L. ADAMS, Attorneys for Appellant
CRAIG M. SAMS, Attorney for Appellee

LEWIS, J.

 {¶ 1} Appellant Douglas Stueve appeals from a qualified domestic relations order

issued by the Montgomery County Court of Common Pleas, Domestic Relations Division.

For the reasons that follow, we affirm the judgment of the trial court.

 I. Course of Proceedings

 {¶ 2} On March 8, 2023, Appellee Sarah S. Stueve filed a complaint for divorce.

According to the complaint, she married Douglas on April 20, 2002, and they had two

children who were born in 2006 and 2017, respectively. Sarah also filed a motion for

temporary orders.

 {¶ 3} On March 21, 2023, Douglas filed his answer and counterclaim for divorce. On

that same date, Douglas also filed a motion for temporary custody and support and interim

parenting time.

 {¶ 4} On May 22, 2023, the trial court issued agreed temporary orders relating to the

parties' contact with each other and parenting time. Sarah was given exclusive use of the

marital residence.

 {¶ 5} A final evidentiary hearing was scheduled for July 30, 2024. According to the

scheduling order, the remaining contested issues were allocation of parental rights and
 -4-
responsibilities, child support, property allocation, and private school tuition. At the

beginning of the July 30, 2024 hearing, the trial court noted that the parties had contacted

the court the previous week to state that they were nearing a settlement of the remaining

contested issues. The court then asked trial counsel to explain which issues had been

settled and which issues remained contested. Counsel explained that all the property

issues, including the retirement division, had been resolved, but there was still disagreement

regarding parenting time. The court suggested that counsel take additional time to discuss

settlement before the hearing continued. Later that day, the parties came to an agreement

on the remaining issues.

 {¶ 6} Both parties then testified at the hearing. Sarah and Douglas agreed that they

had reviewed the draft of the divorce decree; they believed the division of their assets and

liabilities was fair and equitable and that the terms of the decree were in the best interest of

the children. No provisions of the decree were read into the record, and neither party

testified about how they intended their retirement accounts to be divided.

 {¶ 7} On September 2, 2024, the trial court entered a final judgment and decree of

divorce. Sarah was named the legal custodian and residential parent of the children.

"SECTION VIII: DIVISION OF PROPERTY" of the divorce decree stated, in relevant part:

 The parties stipulate that the date of division of assets shall be January

 1, 2023, unless specifically provided otherwise herein.

 All tangible and intangible personal property belonging to the parties

 shall be divided between them as follows:

 ...

 D. Retirement Plans/Pension Benefits:

 Husband owns a 401(k) account through Fidelity with an approximate
 -5-
 balance of $1,138,666.32 as of January 1, 2023. Wife owns a Fidelity

 account consisting of a 401(k) and Rollover IRA with an approximate balance

 of $657,579 as of September 30, 2022. All retirement is marital in nature.

 The marital portion shall be defined as the time from April 20, 2002 (Date of

 Marriage) through January 1, 2023 (Date of Division).

 The parties agree that the accounts shall be equalized, so that a

 Qualified Domestic Relations Order shall be prepared to divide the parties'

 respective retirement accounts. The QDRO shall divide said accounts

 equally as of January 1, 2023, plus or minus any investment gains or losses.

 Any loan balances shall be EXCLUDED from the division.

 ...

 The parties agree that all retirement plans/pension benefits have been

 disclosed.

(Emphasis added.) Divorce Decree, p. 9. The decree did not make any other mention of

the parties' retirement plans. and there was no discussion or identification of separate

property within the decree. Neither party appealed from the divorce decree.

 {¶ 8} On the date it issued the divorce decree, the trial court also issued an order for

the parties to file a qualified domestic relations order ("QDRO") within 30 days. When the

parties failed to file the QDRO within this time frame, the trial court issued an order to show

cause relating to the parties' failure to timely file the QDRO.

 {¶ 9} On November 20, 2024, Sarah filed a "Notice of Opposition" in which she

explained that Douglas had submitted a QDRO that contained language in conflict with the

terms of the divorce decree. The record does not contain a copy of the QDRO Douglas

purportedly submitted. Sarah stated that she was submitting contemporaneously with her
 -6-
notice a QDRO for the court's signature, which she contended was consistent with the

divorce decree.

 {¶ 10} On November 22, 2024, the trial court issued a QDRO that apparently reflected

the language Sarah had submitted to the court in her version of the QDRO. The QDRO

stated that the retirement plan subject to the QDRO was Douglas's "Precision Strip

Retirement and Savings Plan." The QDRO stated that it related to marital property rights

with an April 20, 2002 date of marriage and a January 1, 2023 valuation date. Paragraph

9 of the QDRO stated, "[Sarah's] interest in the Plan shall be $235,818.14 of the Participant's

total vested account balance under the Plan as of the Valuation Date." Paragraph 15 of the

QDRO stated, in part: "Neither Party shall accept any benefits from the Plan which are the

property of the other Party."

 {¶ 11} On November 25, 2024, Douglas filed a motion to modify the QDRO. He

asked the trial court either to find that his version of the QDRO was consistent with the

divorce decree or to modify Sarah's version of the QDRO to exclude Douglas's premarital

interest from the retirement division. Douglas did not identify in his motion to modify how

much, if any, of his retirement plan balance was separate property earned outside the

marriage.

 {¶ 12} Douglas filed a notice of appeal from the trial court's November 22, 2024

QDRO. At the time the notice of appeal was filed, the trial court had not ruled on Douglas's

motion to modify the QDRO.

 II. There Is No Evidence in the Record that the QDRO Is Inconsistent with or

 Modified the Terms of the Divorce Decree

 {¶ 13} Douglas's sole assignment of error states:
 -7-
 THE TRIAL COURT ABUSED ITS DISCRETION BY FILING THE

 PLAINTIFF'S QUALIFIED DOMESTIC RELATIONS ORDER WITHOUT

 ADDRESSING THE INCONSISTENT AND AMBIGUOUS RETIREMENT

 DIVISION TERMS WITHIN THE PARTIES' DECREE OF DIVORCE.

 {¶ 14} "In any divorce action, the starting point for a trial court's analysis is an equal

division of marital assets." Neville v. Neville, 2003-Ohio-3624, ¶ 5, citing R.C. 3105.171(C)

and Cherry v. Cherry, 66 Ohio St.2d 348, 355 (1981). "However, R.C. 3105.171(C) clearly

provides that where an equal division would be inequitable, a trial court may not divide the

marital property equally but instead must divide it in the manner that the court determines to

be equitable." Id.

 {¶ 15} "Marital property" does not include "separate property." R.C.

3105.171(A)(3)(b). Rather, "[a]s defined in R.C. 3105.171(A)(3)(a), ‘marital property'

includes ‘[a]ll real and personal property that currently is owned by either or both of the

spouses' and ‘[a]ll interest that either or both of the spouses currently has in any real or

personal property, including, but not limited to, the retirement benefits of the spouses, and

that was acquired by either or both of the spouses during the marriage.' " (Emphasis in

original.) Daniel v. Daniel, 2014-Ohio-1161, ¶ 8, quoting R.C. 3105.171(A)(3)(a)(i) and (ii).

Both vested and unvested retirement benefits acquired during the marriage are marital

property. Id. at ¶ 9, 17.

 {¶ 16} In contrast, "separate property" is defined as "all real and personal property

and any interest in real or personal property that is found by the court to be any of the

following," including, "Any . . . personal property or interest in . . . personal property that was

acquired by one spouse prior to the date of the marriage." R.C. 3105.171(A)(6)(a)(ii).

Moreover, "[t]he commingling of separate property with other property of any type does not
 -8-
destroy the identity of the separate property as separate property, except when the separate

property is not traceable." R.C. 3105.171(A)(6)(b). "[T]he party claiming that an asset is

separate property has the burden of proving the claim by a preponderance of the evidence."

(Citations omitted.) Hook v. Hook, 2010-Ohio-4165, ¶ 19 (6th Dist.). "The duration of the

marriage is critical in distinguishing marital, separate, and post-separation assets and

liabilities, and in determining appropriate dates for the valuation of those assets and

liabilities." Pierron v. Pierron, 2008-Ohio-1286, ¶ 12 (4th Dist.), citing Pottmeyer v.

Pottmeyer, 2004-Ohio-3709, ¶ 12 (4th Dist.).

 {¶ 17} "Once a court has made an equitable property division, it has no jurisdiction to

modify its decision." Id. at ¶ 7, citing R.C. 3105.171(I) and Knapp v. Knapp, 2005-Ohio-

7105, ¶ 40 (4th Dist.). However, the trial court does retain jurisdiction to " ‘clarify and

construe its original property division so as to effectuate its judgment.' " Knapp at ¶ 40,

quoting McKinley v. McKinley, 2000 WL 897994, *4 (4th Dist. June 27, 2000).

 {¶ 18} "Pension or retirement benefits earned during the course of a marriage are

marital assets and a factor to be considered in the division of property." Wilson v. Wilson,

2007-Ohio-6056, ¶ 5, citing Hoyt v. Hoyt, 53 Ohio St.3d 177, 178-179 (1990). "A QDRO is

a qualified domestic relations order ‘which creates or recognizes the existence of an

alternate payee's right to, or assigns to an alternate payee the right to, receive all or a portion

of the benefits payable with respect to a participant under a plan.' " Id. at ¶ 6, quoting

Employee Retirement Income Security Act of 1974, 29 U.S.C. 1056(d)(3)(B)(i)(I) and 26

U.S.C. 414(p)(1)(A)(i). " ‘The QDRO must be drafted to include very specific information

with explicit instructions to the plan administrator. It is then the responsibility of the plan

administrator to review the order of the trial court and determine whether it constitutes a

QDRO pursuant to Section 414(p), Title 26, U.S. Code.' " (Footnote omitted.) Id., quoting
 -9-
Hoyt at 180.

 {¶ 19} "A QDRO implements the court's order dividing a pension plan in a decree of

divorce or dissolution." Pearl v. Pearl, 2012-Ohio-4752, ¶ 11 (2d Dist.), citing Wilson at ¶ 7.

"That division is not subject to future modification by the court except upon the express

written consent or agreement of both spouses." Id., citing R.C. 3105.171(I) and R.C.

3105.65(B). Therefore, a QDRO must be consistent with the decree to comply with R.C.

3105.171(I). An order that is inconsistent with the decree violates the prohibition against

modifications in R.C. 3105.171(I) and is voidable for error. Id. at ¶ 16. "A QDRO modifies

the decree when the QDRO varies from, enlarges, or diminishes the division and

disbursement of retirement benefits ordered in the decree." Id. at ¶ 11, citing Wilson at

¶ 18.

 {¶ 20} We consider whether a QDRO conflicts with a divorce decree as a question of

law, applying de novo review. Fitzgerald v. Fitzgerald, 2024-Ohio-5419, ¶ 30 (6th Dist.).

" ‘In scrutinizing whether a QDRO impermissibly modifies a decree, a court does not engage

in a mere exercise of textual comparison. Rather, the Court must discern whether the

QDRO's provisions materially alter the rights and obligations established by the decree.' "

Id., quoting Shaw v. Shaw, 2024-Ohio-3231, ¶ 16 (12th Dist.).

 {¶ 21} Douglas argues that the following two sentences within the divorce decree are

ambiguous: "All retirement is marital in nature. The marital portion shall be defined as the

time from April 20, 2002 (Date of Marriage) through January 1, 2023 (Date of Division)."

According to Douglas, "[w]ith these two sentences, the instructions for the division of

retirement benefits are ambiguous. This language could be interpreted to mean that the

marital portion is all of the retirement. However, the terms could also mean the marital

portion was defined as April 20, 2002 to January 1, 2023." Appellant's Brief, p. 9-10.
 -10-
Douglas contends the parties agreed in the divorce decree that the marital portion of the

retirement accounts would be divided equally, but any premarital portion of the retirement

accounts would remain the parties' separate property. Finally, Douglas believes that since

Sarah's counsel drafted the decree, any ambiguity must be resolved against her.

 {¶ 22} Sarah responds that Douglas's appeal of the QDRO "is improper and an

attempt to bypass the timing requirements to appeal the Decree." Appellee's Brief, p. 9.

According to Sarah, the language in the QDRO is consistent with the language in the decree,

and if Douglas had an issue with language in the decree, he should have filed a timely appeal

from the decree, which he did not. Further, Sarah argues that Douglas made no separate

property claim throughout the proceedings, and the language in the decree "specifying the

dates of the marriage does not defeat the plain statement that ‘All retirement is marital in

nature.' " Id. at 11. Finally, Sarah contends that "[a]s the parties' agreement was a global

settlement, isolating a single issue is improper. A finding that the trial court erred in

adopting the parties' agreement as provided in the September 2, 2024 Final Judgment and

Decree of Divorce creates global problems as the terms in the Decree were agreed upon as

a whole." Id. at 12.

 {¶ 23} Douglas's entire argument on appeal is based on his contention that the

property division in the divorce decree was ambiguous, which resulted in a QDRO that

improperly awarded Sarah a portion of Douglas's separate retirement property. As Sarah

contends, it is questionable whether Douglas can challenge an alleged ambiguity in the

divorce decree when he failed to file a direct appeal from the decree. However, we need

not resolve that issue because Douglas's appeal fails for a more fundamental reason.

 {¶ 24} Douglas's appeal is from the trial court's issuance of a QDRO. In order to

successfully appeal from a QDRO, Douglas must show that the QDRO's terms conflicted
 -11-
with or modified the terms of the divorce decree. Pearl, 2012-Ohio-4752, at ¶ 17 (2d Dist.).

Douglas's argument on appeal relies entirely on his unsupported contention that the QDRO

issued by the trial court improperly awarded some of his separate retirement property to

Sarah. We must overrule Douglas's assignment of error because he does not cite any

evidence in the record establishing that any separate retirement property existed, let alone

that the trial court's November 22, 2024 QDRO awarded a portion of Douglas's separate

retirement property to Sarah.

 {¶ 25} The divorce decree stated that Douglas owned a 401(k) account through

Fidelity with an approximate balance of $1,138.666.32 as of January 1, 2023, and Sarah

owned a Fidelity account consisting of a 401(k) and Rollover IRA with an approximate

balance of $657,579 as of September 30, 2022. No other information about these accounts

was provided in the divorce decree. Importantly, there is no evidence in the record before

us that any portion of the retirement accounts of either party constituted separate property

that was earned prior to April 20, 2002, the date on which the parties were married. Douglas

concedes on page eight of his appellate brief that "the parties did not present evidence

before the [trial court] regarding their respective retirement accounts . . . ."

 {¶ 26} On the date they were married, Douglas was 24 years old, and Sarah was 23

years old. The record is silent as to the parties' employers at the start of their marriage.

There is evidence in the record establishing that Douglas was working for Precision Strip

Inc. when Sarah filed her complaint for divorce and that Sarah was working for GE Aviation

Systems at that time. But there is no information in the record before us as to when the

parties started their jobs at Precision Strip Inc. and GE Aviation Systems. And there is no

evidence as to how much money was in their respective retirement accounts, if any, at the

time they were married in April 2002. Without that information, we cannot conclude that
 -12-
there was any separate retirement property contained in the two retirement accounts

addressed in the divorce decree.1 Moreover, without any of this information in the record,

we cannot conclude that the November 22, 2024 QDRO conflicted with the divorce decree's

equal division of the parties' retirement plans.

 {¶ 27} Similarly, even if we were to address the issue of whether the property division

in the divorce decree was ambiguous, we would be unable to determine, based on the record

before us, whether the property division language in the divorce decree was ambiguous or

simply redundant or complementary. For example, if all of the monies contributed to the

two retirement accounts listed in the divorce decree were contributed during the parties'

marriage, then the following two sentences would be, at worst, redundant or complementary

rather than ambiguous or conflicting: "All retirement is marital in nature. The martial

portion shall be defined as the time from April 20, 2002 (Date of Marriage) through January

1, 2023 (Date of Division)." Decree, p. 9.

 {¶ 28} Douglas failed to direct us to any evidence in the record establishing that any

separate retirement property existed, let alone that the QDRO or divorce decree improperly

mandated the division of any separate property. Based on the record before us, we cannot

conclude that the QDRO was inconsistent with or modified the terms of the divorce decree.

Therefore, the sole assignment of error is overruled.

 III. Conclusion

1 Douglas's reliance on Palmieri v. Palmieri, 2024-Ohio-2720 (10th Dist.), is misplaced. In
Palmieri, unlike the current appeal, there was clear evidence in the record that the trial court
improperly awarded the husband's separate retirement property to his wife. Specifically,
the husband in Palmieri established that he was employed for "some 15 years prior to the
marriage." Id. at ¶ 30.
 -13-
 {¶ 29} Having overruled the assignment of error, we affirm the judgment of the trial

court.

 .............

TUCKER, J. and HUFFMAN, J., concur.