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CourtListener opinion 9903699
Date unknown · US
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- Extracted reporter citation
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Machine-draft headnote
Machine-draft public headnote: CourtListener opinion 9903699 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“ition, "plus any gains or losses on that amount." A postjudgment dispute as to the proper construction of this contractual provision resulted in the trial court entering an order granting Former Wife's motion to enforce the final judgment and the resulting qualified domestic relations order ("QDRO"). For the following reasons, we reverse. The salient facts of the case are undisputed. The value of Former Husband's interest in the retirement plan at the time of the marriage was $17,485, which Former Wife concedes is Former Husband's separate nonmarital property. The value of the plan when the dissolution of marriage litigation commenced w”
retirement benefits“pouses whose marriage was dissolved by a consent final judgment setting forth their settlement agreement.1 Pertinent here is the contractual provision approved in the judgment requiring the parties to equally divide the marital portion of Former Husband's retirement plan, which they defined as that portion of the plan acquired from the time of the marriage to the filing of the dissolution of marriage petition, "plus any gains or losses on that amount." A postjudgment dispute as to the proper construction of this contractual provision resulted in the trial court entering an order granting Former Wife's motion to enforce”
pension“ive. In Hargrave, the parties entered into a 3 property settlement agreement that was incorporated into the final judgment of dissolution of marriage. Id. at 366. The agreement provided that the wife would receive one-half of the portion of the husband's pension plan that "accru[ed] during the marriage and income thereon." Id. Much like the present case, a postjudgment dispute arose between the parties regarding the interpretation of this contractual provision. Id. In Hargrave, and as also occurred here, the wife successfully petitioned the trial court to enter a QDRO that awarded her one-half of the entire ba”
domestic relations order“us any gains or losses on that amount." A postjudgment dispute as to the proper construction of this contractual provision resulted in the trial court entering an order granting Former Wife's motion to enforce the final judgment and the resulting qualified domestic relations order ("QDRO"). For the following reasons, we reverse. The salient facts of the case are undisputed. The value of Former Husband's interest in the retirement plan at the time of the marriage was $17,485, which Former Wife concedes is Former Husband's separate nonmarital property. The value of the plan when the dissolution of marriage litigation commenced w”
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
IN THE DISTRICT COURT OF APPEAL OF THE STATE OF FLORIDA
FIFTH DISTRICT
NOT FINAL UNTIL TIME EXPIRES TO
FILE MOTION FOR REHEARING AND
DISPOSITION THEREOF IF FILED
MATTHEW FRANK BALAZIC,
Appellant,
v. Case No. 5D21-1804
LT Case No. 2019-DR-399
JULIE ANN BALAZIC,
Appellee.
________________________________/
Opinion filed December 22, 2022
Appeal from the Circuit Court
for St. Johns County,
Joan Anthony, Judge.
Michael J. Korn, of Korn & Zehmer,
P.A., Jacksonville, for Appellant.
Dulce B. Fazel, of Dulce B. Fazel,
P.A., Jacksonville, for Appellee.
LAMBERT, C.J.
The parties in this appeal are former spouses whose marriage was
dissolved by a consent final judgment setting forth their settlement
agreement.1 Pertinent here is the contractual provision approved in the
judgment requiring the parties to equally divide the marital portion of Former
Husband's retirement plan, which they defined as that portion of the plan
acquired from the time of the marriage to the filing of the dissolution of
marriage petition, "plus any gains or losses on that amount." A postjudgment
dispute as to the proper construction of this contractual provision resulted in
the trial court entering an order granting Former Wife's motion to enforce the
final judgment and the resulting qualified domestic relations order ("QDRO").
For the following reasons, we reverse.
The salient facts of the case are undisputed. The value of Former
Husband's interest in the retirement plan at the time of the marriage was
$17,485, which Former Wife concedes is Former Husband's separate
nonmarital property. The value of the plan when the dissolution of marriage
litigation commenced was $549,975. In granting Former Wife's motion to
enforce, the trial court computed the amount owed to each party by first
subtracting Former Husband's $17,485 non-marital interest from the
$549,975, and then dividing the remaining balance equally through the
subject QDRO. Former Husband argues that this was error because it also
1
See Arrieta-Gimenez v. Arrieta-Negron, 551 So. 2d 1184, 1186 (Fla.
1989) (noting that a consent final judgment is a judicially approved contract).
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resulted in the court awarding to Former Wife the passive appreciation of his
premarital interest in the retirement plan, which he argues was not supported
by the language of the consent final judgment. We agree.
As this case involves the interpretation and legal effect of a contractual
provision that both parties assert is clear and unambiguous, ours is a
question of law to resolve. See Volusia Cnty. v. Aberdeen at Ormond Beach,
L.P., 760 So. 2d 126, 131 (Fla. 2000) ("[W]here the determination of the
issues of a lawsuit depends upon the construction of a written instrument
and the legal effect to be drawn therefrom, the question at issue is essentially
one of law only . . . ."). Resultingly, our review is de novo. See Aills v. Boemi,
29 So. 3d 1105, 1108 (Fla. 2010) (holding that questions of law are reviewed
de novo). Further, because construction of the contract here is a question
of law, we need not defer to the trial court's interpretation of this contractual
provision; instead, we are "guided first by the language of the contract itself."
See Garcia v. Tarmac Am. Inc., 880 So. 2d 807, 809 (Fla. 5th DCA 2004)
(emphasis removed) (quoting V & M Erectors, Inc., v. Middlesex Corp., 867
So. 2d 1252, 1253 (Fla. 4th DCA 2004)).
We find the Fourth District Court's opinion in Hargrave v. Hargrave,
728 So. 2d 366 (Fla. 4th DCA 1999), whose facts are strikingly similar to our
case, to be particularly instructive. In Hargrave, the parties entered into a
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property settlement agreement that was incorporated into the final judgment
of dissolution of marriage. Id. at 366. The agreement provided that the wife
would receive one-half of the portion of the husband's pension plan that
"accru[ed] during the marriage and income thereon." Id. Much like the
present case, a postjudgment dispute arose between the parties regarding
the interpretation of this contractual provision. Id. In Hargrave, and as also
occurred here, the wife successfully petitioned the trial court to enter a
QDRO that awarded her one-half of the entire balance of the account, less
the undisputed value of the husband's premarital interest in the account. Id.
On appeal, the Fourth District Court reversed. Id. at 367. It first noted
that the disputed issue must be decided under principles of contract
interpretation, observing that it would otherwise have reversed based on the
applicable Florida law that the passive appreciation to the premarital portion
of the pension plan is husband's nonmartial property. Id. at 366–67.
Our sister court nevertheless reached this same result from its
interpretation of what it determined was the clear and unambiguous
language of the parties' agreement. Id. at 367. The court reasoned that if
the agreement incorporated into the final judgment had been "intended to
distribute to the wife one-half of all amounts accruing during the marriage,
regardless of source, then the inclusion of the words ‘and income thereon'
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would be mere surplusage." Id. The Fourth District Court remanded for the
trial court to enter a new QDRO that did not award to the wife any of the
passive appreciation attributable to the husband's premarital portion of the
pension plan. Id.
We agree with the analysis in Hargrave and find no meaningful
distinction between the contractual language "and income thereon" in
Hargrave and the contractual term "plus any gains or losses on that amount"
in the present case. We hold that the contractual term "plus any gains or
losses on that amount" does not apply to any passive appreciation in Former
Husband's nonmarital portion of the retirement plan. Accordingly, the order
under review and the resulting QDRO are reversed. This matter is remanded
for the entry of a new QDRO that subtracts Former Husband's $17,485
premarital balance, plus that amount constituting passive appreciation on
this premarital balance, from the final sum of $549,975, and then equally
divides the remaining net amount between the parties. The trial court may
take additional evidence as needed to aid it in entering the new QDRO. 2
Lastly, the order under review also awarded Former Wife the sum of
$800 in attorney's fees. Though Former Husband made a passing reference
2
Former Husband's other arguments on appeal have been rendered
moot as a result of our ruling.
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in his initial brief to the alleged insufficiency of the evidence supporting this
award, he also candidly advised that, "[a]fter considering the relatively small
amount of the award, [Former Husband] has not designated as a separate
issue on appeal the $800 attorneys' fee award." Thus, any argument for
reversal of this award has been waived, and we therefore affirm this aspect
of the order.
AFFIRMED in part; REVERSED in part; REMANDED for the entry of a
new QDRO consistent with this opinion.
WALLIS and HARRIS, JJ., concur.
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