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CourtListener opinion 4316093

Date unknown · US

Extracted case name
In re the Marriage of September
Extracted reporter citation
696 N.E.2d 888
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 4316093 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

ntered an order stating that Wife "shall be named Alternative Payee" of Husband's pension. It also ordered that Wife be awarded 33.5% of the monthly pension benefits that would otherwise go to Husband. Lastly, the court ordered Husband's counsel to file a qualified domestic relations order ("QDRO") regarding the pension within sixty days. [5] On August 31, 2012, before the QDRO was prepared or filed, Husband died. On October 29, 2012, counsel made an appearance on behalf of Wife. On April 11, 2013, Wife filed a motion to substitute the Estate of Michael J. Hickey ("the Estate") as a party to the action, which the trial court granted. O

pension

-1710-DR-2535 Petitioner, Appeal from the Lake Circuit v. Court The Honorable Marissa J. Jackie L. Hickey, McDermott, Judge The Honorable Lisa A. Berdine, Appellee-Respondent, Magistrate v. Trial Court Cause No. 45C01-0912-DR-990 ArcelorMittal USA LLC Pension Plan, Appellant-Intervenor May, Judge. Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 1 of 10 [1] ArcelorMittal USA LLC Pension Plan ("ArcelorMittal") appeals the trial court's denial of its motion for relief from judgment, which had sought to set aside a May 23, 2014, order granting Jackie L. Hickey's ("Wife") mot

domestic relations order

order stating that Wife "shall be named Alternative Payee" of Husband's pension. It also ordered that Wife be awarded 33.5% of the monthly pension benefits that would otherwise go to Husband. Lastly, the court ordered Husband's counsel to file a qualified domestic relations order ("QDRO") regarding the pension within sixty days. [5] On August 31, 2012, before the QDRO was prepared or filed, Husband died. On October 29, 2012, counsel made an appearance on behalf of Wife. On April 11, 2013, Wife filed a motion to substitute the Estate of Michael J. Hickey ("the Estate") as a party to the action, which the trial court granted. O

survivor benefits

. The parties 1 As stated in our earlier opinion, "The parties agree that if Wife is not deemed to be Husband's widow, then she will receive no pension benefits. [ArcelorMittal] claims that this is because Wife expressly waived her right to the qualified survivor annuity at the time of Husband's retirement." ArcelorMittal USA, LLC Pension Plan v. Hickey, 45A03-1509-DR-1537 (Ind. Ct. App., June 30, 2016). Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 2 of 10 still did not agree on the distribution of the marital property, nor had the value of Husband's pension been determined. Inste

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: 696 N.E.2d 888
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

FILED
 Sep 27 2018, 5:50 am

 CLERK
 Indiana Supreme Court
 Court of Appeals
 and Tax Court

ATTORNEY FOR APPELLANT ATTORNEY FOR APPELLEE
Michael D. Sears Daniel J. Zlatic
Jacquelyn S. Pillar Rubino, Ruman, Crosmer & Polen
Crist, Sears, & Zic, LLP Dyer, Indiana
Munster, Indiana

 IN THE
 COURT OF APPEALS OF INDIANA

In re the Marriage of September 27, 2018

Michael Hickey (Deceased), Court of Appeals Case No.
 45A05-1710-DR-2535
Petitioner,
 Appeal from the Lake Circuit
 v. Court
 The Honorable Marissa J.
Jackie L. Hickey, McDermott, Judge
 The Honorable Lisa A. Berdine,
Appellee-Respondent,
 Magistrate
 v. Trial Court Cause No.
 45C01-0912-DR-990
ArcelorMittal USA LLC

Pension Plan,
Appellant-Intervenor

May, Judge.

Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 1 of 10
 [1] ArcelorMittal USA LLC Pension Plan ("ArcelorMittal") appeals the trial

 court's denial of its motion for relief from judgment, which had sought to set

 aside a May 23, 2014, order granting Jackie L. Hickey's ("Wife") motion for

 relief from the judgment that had declared void the trial court's earlier order

 dissolving Wife's marriage to Michael Hickey ("Husband"). ArcelorMittal

 submits multiple issues for our review, one of which we find dispositive:

 whether the trial court erred when it denied ArcelorMittal's motion for relief

 from judgment because Wife invited any error upon which the trial court

 premised its earlier order granting Wife's motion for relief from the dissolution

 order. We reverse and remand.

 Facts and Procedural History
[2] The pertinent facts were set forth in an earlier interlocutory appeal in this

 matter:

[3] Husband and Wife were married in 1980. During the marriage,
 Husband worked at Inland Steel and earned a pension 1 which is
 administered by [ArcelorMittal]. On December 9, 2009,
 Husband filed a petition in the trial court seeking to dissolve his
 marriage with Wife. The trial court entered a provisional order
 on February 17, 2010. The parties appeared in court on April 3,
 2012, for what was intended to be a final hearing. Husband
 appeared with counsel, and Wife appeared pro se. The parties

 1
 As stated in our earlier opinion, "The parties agree that if Wife is not deemed to be Husband's widow, then
 she will receive no pension benefits. [ArcelorMittal] claims that this is because Wife expressly waived her
 right to the qualified survivor annuity at the time of Husband's retirement." ArcelorMittal USA, LLC Pension
 Plan v. Hickey, 45A03-1509-DR-1537 (Ind. Ct. App., June 30, 2016).

 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 2 of 10
 still did not agree on the distribution of the marital property, nor
 had the value of Husband's pension been determined. Instead of
 continuing the hearing, the trial court chose to bifurcate the
 proceedings and issued an order that same day dissolving the
 marriage and setting a hearing on the distribution of marital
 assets to be held on May 30, 2012.

[4] On May 30, however, the parties informed the trial court that the
 value of the pension had still not been determined and that the
 parties' vehicles had not been sold. Accordingly, the trial court
 ordered the parties to appear for a status hearing on July 10,
 2012. At this hearing, the parties informed the trial court that the
 pension valuation had been completed but that their vehicles had
 not yet been sold. At the conclusion of the hearing, the trial
 court entered an order stating that Wife "shall be named
 Alternative Payee" of Husband's pension. It also ordered that
 Wife be awarded 33.5% of the monthly pension benefits that
 would otherwise go to Husband. Lastly, the court ordered
 Husband's counsel to file a qualified domestic relations order
 ("QDRO") regarding the pension within sixty days.

[5] On August 31, 2012, before the QDRO was prepared or filed,
 Husband died. On October 29, 2012, counsel made an
 appearance on behalf of Wife. On April 11, 2013, Wife filed a
 motion to substitute the Estate of Michael J. Hickey ("the
 Estate") as a party to the action, which the trial court granted.
 On April 16, 2013, Wife filed a motion to set aside the previously
 entered decree of dissolution.

[6] On December 17, 2013, the trial court held a hearing on Wife's
 motion to set aside, at which Wife and the Estate appeared by
 counsel. The trial court entered an order on May 23, 2014,
 granting Wife's motion and providing in relevant part:

 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 3 of 10
 [7] 1. The Decree of Dissolution entered in this matter on
 April 16, 2012, is void and is set aside Nunc Pro Tunc
 to April 16, 2012.

 [8] 2. The order is void. Indiana Code 31-15-2-14 requires
 that when a divorce proceeding is bifurcated that the
 parties sign a written waiver of final hearing and a
 statement explaining what items are agreed upon and
 which items are still in dispute. No such written
 agreement was filed in this matter. The statute which
 allows for a bifurcated hearing in a dissolution is in
 degradation [sic] of the common law and must be
 strictly construed.

 [9] 3. As such Jackie Cummins is now the widow of
 Michael Hickey and is entitled to the marital residence,
 the 199[sic] Winnebago Motor Home, the 1978
 Chevrolet Corvette, the 1996 Chevrolet S–10 truck, the
 1976 Honda Custom Chopper, and the 2001 PT
 Cruiser is Wife's as the jointly titled owner and widow.

 [10] 4. As this Court required an estate to be opened for
 Michael Hickey, and Attorney David Masse agreed,
 without receiving a retainer, to do so, this completes
 this matter. David Masse requests attorney fees in the
 amount of $2,000.00 and the Court now orders that
 Jackie Cummins pay Mr. Masse's fee in the amount of
 $2,000.00.

 [11] FOUND and RECOMMENDED this 23 day of May,
 2014, and entered NUNC PRO TUNC to April 16,
 2012.

[12] The Estate did not appeal this order.

 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 4 of 10
 [13] On August 6, 2014, [ArcelorMittal] filed a motion to intervene
 and reinstate the dissolution action and also filed a motion to set
 aside the May 23 order which set aside the earlier dissolution
 decree. After Wife responded, the trial court held a hearing on
 the matter on October 21, 2014. On February 17, 2015, the trial
 court entered an order denying the motion to intervene and
 reinstate the action. Having denied the motion to intervene, the
 trial court did not rule on [ArcelorMittal's] motion to set aside.
 On March 17, 2015, [ArcelorMittal] filed a motion for entry of
 judgment or, in the alternative, to certify the trial court's
 February 17 order for interlocutory appeal. The trial court held a
 hearing on this motion on June 3, 2017, and, on August 27,
 2015, certified its February 17 order for interlocutory appeal.
 This court subsequently accepted interlocutory jurisdiction, and
 this appeal ensued.

 ArcelorMittal USA, LLC Pension Plan v. Hickey, 45A03-1509-DR-1537 (Ind. Ct.

 App., June 30, 2016) (footnote added). On appeal, our court reversed the trial

 court's denial of ArcelorMittal's motion to intervene and remanded the matter

 to the trial court.

[14] After briefing on ArcelorMittal's motion to set aside judgment, the trial court

 held a hearing on July 10, 2017. At the direction of the trial court, the parties

 prepared proposed orders and submitted them to the trial court. On October 5,

 2017, the trial court denied ArcelorMittal's motion to set aside the trial court's

 May 23, 2014, order on the basis that the April 16, 2012, dissolution order was

 void because the bifurcation of the issues therein did not comply with the

 applicable statute, Indiana Code section 31-15-2-14.

 Discussion and Decision
 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 5 of 10
 [15] Whether to grant a motion for relief from judgment under T.R. 60(B) is within

 the discretion of the trial court, and we reverse only for abuse of that discretion.

 Miller v. Moore, 696 N.E.2d 888, 889 (Ind. Ct. App. 1998). An abuse of

 discretion occurs when the decision is clearly against the logic and effect of the

 facts and circumstances before it, or if the trial court has misinterpreted the law.

 Id. When we review a trial court's decision, we will not reweigh the evidence.

 Beike v. Beike, 805 N.E.2d 1265, 1267 (Ind. Ct. App. 2004).

[16] Where, as here, the trial court enters findings sua sponte after a bench trial, the

 findings control our review and judgment only as to those issues specifically

 referenced in the findings. Samples v. Wilson, 12 N.E.3d 946, 949-50 (Ind. Ct.

 App. 2014). When the trial court does not make specific findings on an issue,

 we apply a general judgment standard, and we may affirm on any legal theory

 supported by the evidence adduced at trial. Id. at 950.

 A two-tier standard of review is applied to the sua sponte findings
 and conclusions made: whether the evidence supports the
 findings, and whether the findings support the judgment.
 Findings and conclusions will be set aside only if they are clearly
 erroneous, that is, when the record contains no facts or inferences
 supporting them. A judgment is clearly erroneous when a review
 of the record leaves us with a firm conviction that a mistake has
 been made. In conducting our review, we consider only the
 evidence favorable to the judgment and all reasonable inferences
 flowing therefrom. We will neither reweigh the evidence nor
 assess witness credibility.

 Id.

 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 6 of 10
 [17] Indiana Code section 31-15-2-14 gives trial courts the authority to bifurcate the

 issues in a dissolution action "to provide for a summary disposition of

 uncontested issues and a final hearing on contested issues." The statute

 specifies the filing requirements for bifurcation in a dissolution action:

 (1) a written waiver of a final hearing in the matter of:

 (A) uncontested issues specified in the waiver; or

 (B) contested issues specified in the waiver upon which the
 parties have reached an agreement;

 (2) a written agreement made in accordance with section 17 of
 this chapter pertaining to contested issues settled by the parties;
 and

 (3) a statement:

 (A) specifying contested issues remaining between the
 parties; and

 (B) requesting the court to order a final hearing as to
 contested issues to be held under this chapter.

 Id.

[18] ArcelorMittal argues the trial court erred when it denied its motion for relief

 from judgment because the court's earlier decision to grant Wife's motion for

 relief from the dissolution order was also error. In her motion for relief from

 the dissolution order, Wife argued the dissolution order was void because the

 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 7 of 10
 requirements for bifurcation of the dissolution action were not met.

 Specifically, Wife contended the dissolution order was void because the

 bifurcation was entered sua sponte, without the parties signing a written waiver

 of final hearing.

[19] Under the legal doctrine of invited error, a party may not take advantage of an

 error she commits, invites, or allows to happen as a natural consequence of her

 own neglect or misconduct. Batterman v. Bender, 809 N.E.2d 410, 412 (Ind. Ct.

 App. 2004). Invited error is not subject to review by this court. Id.

[20] In the dissolution proceedings between Husband and Wife, when it was clear

 the parties had not brought with them to court sufficient evidence to determine

 the value of Husband's pension and some other personal property, the trial

 court stated:

 [Court]: Um, and then I think we should reconvene in about
 sixty days to see where we're at.

 [Husband's Attorney]: Okay.

 [Court]: In the mean time I'll divorce these people. We'll
 bifurcate it and we'll get them divorced today. We're making
 some headway on disposing of the property. And, until we know
 how much cash on hand they have, there's really no way for me
 to go forward in, in making an equitable distribution of the
 property until I know, we know what cash is there. Do you
 understand what I'm saying?

 [Wife]: Um - -

 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 8 of 10
 [Court]: There's not way for me to divide the stuff up when –

 [Wife]: Okay.

 [Court]: - - I can't divide the money that I don't know what
 it's, what it's going to be.

 [Wife]: Okay.

(Dissolution Tr. 2 at 49-50.) The trial court then directed Husband's attorney to

prepare the dissolution order and a separate order of partial property

distribution. The trial court ordered Husband to pay for an evaluation of his

pension before the final hearing on the property distribution. The trial court

asked Wife if she would like her maiden name restored, and Wife answered in

the affirmative. The trial court then explained the process of property

distribution, and Wife verbally indicated she understood. The trial court then

stated:

 Okay. Based upon the evidence submitted, the Court will find
 that the marriage the statutory elements have been shown and
 that the petition for dissolution of marriage shall be granted, and
 we'll bifurcate and we'll grant the dissolution of marriage and
 restore both parties to the status of single persons.

2
 As a part of the interlocutory appeal, ArcelorMittal included the transcript from the original dissolution. It
is also part of the record in this case.

Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 9 of 10
 (Id. at 62) (errors in original). Wife was actively involved in a dialogue with

 Husband and the court throughout the hearing.

[21] Wife's acquiescence to bifurcation was also evident in the facts that she

 participated without complaint in the two subsequent hearings regarding the

 distribution of marital property and that she did not request relief from the

 dissolution order until she discovered she was unable to benefit from Husband's

 pension after his death. To the extent the statutory filing requirements for

 bifurcation were not met, the record indicates Wife expressly and implicitly

 invited the error and was supportive of the bifurcation when it appeared to suit

 her interests. A party that invites error may not then take advantage of that

 error. In re Marriage of Duckworth, 989 N.E.2d 352, 354 (Ind. Ct. App. 2013).

 Conclusion
[22] The trial court abused its discretion when it denied ArcelorMittal's motion for

 relief from the trial court's order that vacated the original dissolution decree

 between Husband and Wife because the court also erred when it granted Wife's

 earlier relief from judgment when she had invited any error in that judgment.

 Accordingly, we reverse the trial court's denial of ArcelorMittal's motion for

 relief from the trial court's May 23, 2014, order. We remand for further

 proceedings consistent with this opinion.

[23] Reversed and remanded.

 Riley, J., and Mathias, J., concur.
 Court of Appeals of Indiana | Opinion 45A05-1710-DR-2535 | September 27, 2018 Page 10 of 10