LexyCorpus case page
CourtListener opinion 3360534
Date unknown · US
- Extracted case name
- pending
- Extracted reporter citation
- pending
- Docket / number
- for trial of the custody issues. By stipulation dat
Machine-draft headnote
Machine-draft public headnote: CourtListener opinion 3360534 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 1/5, 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
pension“) This summary is based on testimony of the Xerox Manager, Human Resources, Corporate Staff, Patricia Pia. In 1996 the defendant was paid a bonus of $26,745. The defendant has $288,556 in his profit sharing account. The defendant has a defined benefit pension plan having a present value as of November 30, 1996 of $275,889. The defendant actually has two accounts, one known as a transitional account and a second one known as a cash balance account. When the defendant retires his pension will be based on only one of these accounts, the greater in value at that time. Currently, the defendant's cash account contains”
Source and provenance
- Source type
- courtlistener_family_retirement_opinion_full_text
- Permissions posture
- public
- Generated status
- machine draft public v0
- Review status
- gold label pending
- Jurisdiction metadata
- US
- Deterministic extraction
- docket: for trial of the custody issues. By stipulation dat
- 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
[EDITOR'S NOTE: This case is unpublished as indicated by the issuing court.] MEMORANDUM OF DECISION I The plaintiff wife, 48, whose birth name is Hall, and the defendant husband, 48, married on May 29, 1971 in Scarborough, New York. They both have resided continuously in Connecticut for over one year prior to the service of the writ and complaint on April 7, 1995, with a return date of May 2, 1995, thereby affording this court jurisdiction. There are three minor children issue of the marriage, Alexander Hall Duncan, Christopher Hall Duncan, and CT Page 4345 Bradford Hall Duncan, all born on May 24, 1985. No other child has been born to the plaintiff since the marriage, nor has the State of Connecticut ever advanced any assistance. The court finds that the marriage has broken down irretrievably. Child custody was in dispute and the case was claimed for the contested trial list. Attorney Ellen Wells was appointed counsel for the minors in June, 1995. In October, 1995, the court appointed S.P. Herman, M.D. to evaluate the parties and the children. The case was thereafter transferred to the Middletown Regional Family Docket for trial of the custody issues. By stipulation dated July 24, 1996 the parties agreed to joint legal custody with primary physical custody with the defendant. The plaintiff's time with the children is every Monday from 6:00 p. m. until the following morning, every other weekend from 6:00 p. m. Friday until Tuesday morning and every fourth week from Sunday 6:00 p. m. until Tuesday morning. Holidays, special occasions, vacations and school breaks are all dealt with in detail. The stipulation was presented to and approved by the court (Steinberg, J.) who then transferred the file back to Stamford for trial of the remaining issues. Trial before this court commenced on January 9, 1997. After several trial days the court heard final argument and took the papers on February 13, 1997. A child support order was not entered when the custody stipulation was approved. Because the parties' combined net available weekly income exceeds the maximum guideline figure, the child support guidelines do not apply. Therefore, both the plaintiff's claim that she should receive such a payment and the defendant's claim that he should receive a payment by extrapolation are both equally contrary to the applicable law. The plaintiff's visitation schedule is so extensive that the children spend about 30% of their time with her. Although the stipulation provides that the primary residence is with the father, the court has concluded that it is, in fact, a shared custody arrangement requiring no payment of child support by either parent. The defendant requests time limited alimony. The court finds that the defendant has a much greater earning capacity as well as a greater ability to acquire assets in the future. In view of the length of the marriage, whether it now is viewed as an unhappy one or not, the court finds no basis for a term limitation and will CT Page 4346 order periodic alimony of an indefinite length. II Both parties were college graduates when they married. Shortly thereafter they moved to the Chicago area in order to permit the defendant to obtain an M.B. Ed. degree from the University of Chicago. The defendant had obtained an M.A. degree in Fine Arts from N.Y.U. The plaintiff obtained employment with the Encyclopedia Britannica as its fine arts editor. After completing his courses, the defendant completed the program with honors in eighteen months. The parties then moved to Fairport, New York, a suburb of Rochester where the defendant began his career as a financial analyst for Xerox Corporation. On April 2, 1993 the plaintiff obtained teaching jobs at two local universities while the defendant attended the program. During the Rochester years the plaintiff had some health problems resulting in two operations. During these years the parties were also experiencing marital discord. The court further notes that, prior to the birth of the triplets, the plaintiff had two pregnancies, each resulting in a miscarriage despite her remaining on bed rest for over four months. They purchased their first house in 1975 which was sold after the defendant was transferred to Connecticut in 1979 to Xerox Corporate headquarters. The plaintiff obtained a Smithsonian Fellowship and also did freelance work after coming to Connecticut Over the course of their marriage, the parties engaged in counselling over several periods of time. It has been necessary for the children to have therapy. In 1979 the plaintiff's book on fashion photography was published, (Defendant's Exhibit A). In assembling the photos, the plaintiff acquired a total of approximately one thousand prints, many of them originals. She also has an extensive stereo views card collection which the defendant helped to amass. Both parties have been avid collectors throughout the marriage and the court conducted several hearings in order to award the various items of tangible personal property. The various rulings made during the hearings are all CT Page 4347 incorporated herein by reference. The plaintiff obtained employment by the Bruce Museum, Greenwich where she has remained for the past eleven years as Curator of Art, responsible for 18 exhibitions annually and personally running eight to twelve. She earns $3,784 gross monthly and net taxes and insurance premiums $2,453 monthly. The court notes that the plaintiff returned to work seven months post partum. The defining episode of the marriage breakdown occurred on the weekend prior to Thanksgiving, 1993 when the defendant physically accosted the plaintiff while she was doing dishes. Although the parties' versions vary widely, the court infers that an improper shoving of plaintiff by defendant occurred. The police responded, arrested the defendant who refused to post bail and elected to spend two nights in jail. It was the culmination of a decade of friction between the parties. The court believes no useful purpose is served to enumerate the earlier difficulties. Each had suggested separating prior to 1993. The defendant's career at Xerox continues to prosper. The court notes that the parties' relocations supported the advancement of his job. For example, the parties' move to Chicago shortly after the marriage forced the plaintiff to abandon her efforts to complete her Ph.D. but enabling the defendant to obtain his master's degree. Currently, the defendant lists his position as a finance manager earning a base income of $9,073 gross and net after taxes and insurance premiums of $6,024 monthly, as listed on his January 9, 1997 financial affidavit. His title is Manager of Financial Development Training. In addition, he lists five types of additional compensation totaling $5,185 gross monthly and net taxes of $3,108 monthly. The bulk of these additional payments are awarded and paid on or about February of each year. The defendant participates in the Xerox Long-Term Incentive Plan for stock options and performance units. Effective January 2, 1997 he had been given the following option awards: Date Shares Vested Expire Option Price __________________________________________________________________________ 1/28/94 1950 1950 12/31/98 32.4375 2/28/95 1800 1800 12/31/99 36.5625 2/19/96 1200 396 12/31/03 43.8125 CT Page 4348 The remaining 1996 options will vest and become exercisable as follows: 396 on 1/1/98 and 408 on 1/1/99. The statement furnished the defendant estimated gain to date of $90,400 based on a market price of $55. (Plaintiff's Exhibit #2). The plaintiff has been awarded performance units, which vest in equal parts over three years: Date Shares Value _________________________________________________ 2/1/94 650 $ 9,220 2/1/95 600 22,000 2/1/96 400 not yet valued 2/1/97 (in process) This summary is based on testimony of the Xerox Manager, Human Resources, Corporate Staff, Patricia Pia. In 1996 the defendant was paid a bonus of $26,745. The defendant has $288,556 in his profit sharing account. The defendant has a defined benefit pension plan having a present value as of November 30, 1996 of $275,889. The defendant actually has two accounts, one known as a transitional account and a second one known as a cash balance account. When the defendant retires his pension will be based on only one of these accounts, the greater in value at that time. Currently, the defendant's cash account contains $237,231.47. Both accounts serve the purpose of funding his defined benefit. The defendant participates in a program that is a combination of cash value and term insurance with current fact value of $300,000 benefit, the first $50,000 written by Metropolitan and the balance written by Prudential. The plaintiff has a pension at the Bruce Museum currently valued at $13,787.24 (Defendant's Exhibit D) and an IRA valued at $26,636. (Defendant's Exhibit E). Each party has inherited or been given assets by their mothers. The defendant and his siblings are the owners of property given by his mother but which is currently used for the mother's maintenance. The court makes no order as to the condo unit or CT Page 4349 other assets identified as such on the defendant's financial affidavit. The court will make no order regarding the funds the plaintiff inherited from her mother now totaling $103,742 and invested in five mutual funds as well as a remainder in interest in a Kansas farm. The plaintiff inherited $93,143 in 1990. There are several collections of \collectibles\" as well as books and tangibles beyond what was dealt with during the trial. In order to complete the separation of tangibles