contribution exception (Utah) · Go Syfert
← Utah issues

contribution exception in Utah

5 Utah opinions name it 2 courts 2000–2024 2 in the last five years

The cases below were cited by Utah courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (7)

CaseFollowedCited
Lindsey v. Lindseygreen
utahctapp · 2017 · cited in 2 Utah opinions naming this issue, 2020–2024
2 sentences

2024See id. ¶25 Second, “under the contribution exception, a spouse’s separate property may be subject to equitable distribution when the other spouse has by his or her efforts or expense contributed to the enhancement, maintenance, or protection of that property, thereby acquiring an equitable interest in it.” Lindsey, 2017 UT App 38, ¶ 35 (quotation simplified).

2020These circumstances are: (1) “when separate property has been commingled” with marital property; (2) “when the other spouse has augmented, maintained, or protected the separate property”—otherwise known as the contribution exception; and (3) “in extraordinary situations when equity so demands.” Id. ¶16 Here, the court did not rule that the practice had been commingled 4 with marital property, or that this was an 4.

12
Oliekan v. Oliekangreen
utahctapp · 2006 · cited in 1 Utah opinions naming this issue, 2024–2024
1 sentence

2024See id. ¶25 Second, “under the contribution exception, a spouse’s separate property may be subject to equitable distribution when the other spouse has by his or her efforts or expense contributed to the enhancement, maintenance, or protection of that property, thereby acquiring an equitable interest in it.” Lindsey, 2017 UT App 38, ¶ 35 (quotation simplified).

11
Dubois v. Duboisgreen
utah · 1973 · cited in 1 Utah opinions naming this issue, 2017–2017
2 sentences

2017This exception may be satisfied when one spouse brings assets into the marriage and the other spouse’s prudent investment of those assets substantially increases their value, see Dubois v. Dubois, 29 Utah 2d 75 , 504 P.2d 1380, 1381 (1973), or when marital funds are expended or marital debt is incurred for the benefit of one spouse’s separate property, see Schaumberg v. Schaumberg, 875 P.2d 598, 602-03 (Utah Ct. App. 1994).

2017This exception may be satisfied when one spouse brings assets into the marriage and the other spouse’s prudent investment of those assets substantially increases their value, see Dubois v. Dubois, 29 Utah 2d 75 , 504 P.2d 1380, 1381 (1973), or when marital funds are expended or marital debt is incurred for the benefit of one spouse’s separate property, see Schaumberg v. Schaumberg, 875 P.2d 598, 602-03 (Utah Ct. App. 1994).

11
Lee v. Leegreen
utahctapp · 1987 · cited in 1 Utah opinions naming this issue, 2017–2017
1 sentence

2017See id.; see also Lee v. Lee, 744 P.2d 1378, 1380-81 (Utah Ct. App. 1987) (reversing and remanding for award of an “equitable share of the corporation,” which was “established after the parties’ *978 mamage” and the value of which “was actualized during the mamage”). ¶ 43 This court’s decision in Elman is similarly inapplicable to the contribution exception.

11
Schaumberg v. Schaumberggreen
utahctapp · 1994 · cited in 1 Utah opinions naming this issue, 2017–2017
1 sentence

2017This exception may be satisfied when one spouse brings assets into the marriage and the other spouse’s prudent investment of those assets substantially increases their value, see Dubois v. Dubois, 29 Utah 2d 75 , 504 P.2d 1380, 1381 (1973), or when marital funds are expended or marital debt is incurred for the benefit of one spouse’s separate property, see Schaumberg v. Schaumberg, 875 P.2d 598, 602-03 (Utah Ct. App. 1994).

11
Jensen v. Jensengreen
utahctapp · 2009 · cited in 1 Utah opinions naming this issue, 2017–2017
2 sentences

2017See, e.g., Jensen v. Jensen, 2009 UT App 1, ¶ 14 , 203 P.3d 1020 ("Mortensen, Dunn, sad Elman appear to require more active participation and contribution by the nonowner spouse....1').

2017See, e.g., Jensen v. Jensen, 2009 UT App 1, ¶ 14 , 203 P.3d 1020 ("Mortensen, Dunn, sad Elman appear to require more active participation and contribution by the nonowner spouse....1').

11
Rees v. Albertson's, Inc.green
utah · 1978 · cited in 1 Utah opinions naming this issue, 2000–2000
2 sentences

2000See Rees, 587 P.2d 130, 133 (Utah 1978).

2000See Rees, 587 P.2d 130, 133 (Utah 1978).

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in Utah. Read the followed side critically anyway.

Also cited on this issue (9)

CaseCitedYears
Thorup v. Thorup green
utahctapp · 2024
1 sentence

2024As support for this determination, the commissioner noted that the marital estate had repaid the $150,000 loan that used the House as collateral, and reasoned that the loan indicated “that the family in essence bought that mortgage and paid it back.” The commissioner also relied on the facts that, during the period before Marcus was gifted the House, the parties obtained homeowners insurance indicating that they were both owners of it and that Mona’s mother had paid $13,000 toward “the mother-in-law apartment being enhanced.” And the commissioner found relevant the fact that Mona had been “res

12024–2024
Godfrey v. Godfrey green
utahctapp · 2024
1 sentence

2024For 20210871-CA 25 2024 UT App 156 Godfrey v. Godfrey those reasons, we decline to address the merits of Randy’s argument on this point. 6 CONCLUSION ¶68 Randy has failed to establish that the trial court abused its discretion in its management of discovery issues, valuation of the marital property, imputation of income, or application of the contribution exception to the distribution of High Country’s sale proceeds.

12024–2024
Keiter v. Keiter green
utahctapp · 2010
2 sentences

2020Once this money left the practice and entered these accounts, that money then became marital property. 5 Cf. Keiter v. Keiter, 2010 UT App 169, ¶ 19 , 235 P.3d 782 (“[E]arned income from employment or from rendering professional services during a marriage falls within the usual definition of marital property.”). ¶19 But this one-way flow did not convert the source of that money, i.e., the practice, into a marital asset.

2020Once this money left the practice and entered these accounts, that money then became marital property. 5 Cf. Keiter v. Keiter, 2010 UT App 169, ¶ 19 , 235 P.3d 782 (“[E]arned income from employment or from rendering professional services during a marriage falls within the usual definition of marital property.”). ¶19 But this one-way flow did not convert the source of that money, i.e., the practice, into a marital asset.

12020–2020
Dunn v. Dunn green
utahctapp · 1990
2 sentences

2017Even “viewing] the facts and all reasonable inferences drawn therefrom in the light most favorable to” Ms. Lindsey, see Jones & Trevor Mktg., Inc. v. Lowry, 2012 UT 39, ¶ 9 , 284 P.3d 630 (citation and internal quotation marks omitted), she did not enhance, maintain, or protect the value of Mr. Lindsey’s business interests for purposes of the contribution exception. ¶ 42 Ms. Lindsey argues otherwise, citing Dunn v. Dunn, 802 P.2d 1314 (Utah Ct. App. 1990), and Elman v. Elman, 2002 UT App 83 , 45 P.3d 176 , but those cases do not support her claim.

2017Dunn v. Dunn, 802 P.2d 1314 (Utah Ct. App. 1990), and Elman v. Elman, 2002 UT App 83 , 45 P.3d 176 , have occasionally been referenced in the context of the contribution exception.

12017–2017
Keyes v. Keyes green
utahctapp · 2015
2 sentences

2017Moreover, Ms. Lindsey did not contend that Mr. Lindsey elected to forgo salary or other compensation that would have benefited the marriage so that those funds could be reinvested in his business, cf. Keyes v. Keyes, 2015 UT App 114, ¶ 30 , 351 P.3d 90 ; supra ¶33 n.4, and it was undisputed that Mr. Lindsey received significant compensation as well as dividends during the marriage, which were treated as marital income and thus benefited both parties. ¶ 41 The trial court thus correctly ruled, as a matter of law, that Ms. Lindsey’s household and family responsibilities, coupled with her intermi

2017Moreover, Ms. Lindsey did not contend that Mr. Lindsey elected to forgo salary or other compensation that would have benefited the marriage so that those funds could be reinvested in his business, cf. Keyes v. Keyes, 2015 UT App 114, ¶ 30 , 351 P.3d 90 ; supra ¶33 n.4, and it was undisputed that Mr. Lindsey received significant compensation as well as dividends during the marriage, which were treated as marital income and thus benefited both parties. ¶ 41 The trial court thus correctly ruled, as a matter of law, that Ms. Lindsey’s household and family responsibilities, coupled with her intermi

12017–2017
Jones & Trevor Marketing, Inc. v. Lowry green
utah · 2012
2 sentences

2017Even “viewing] the facts and all reasonable inferences drawn therefrom in the light most favorable to” Ms. Lindsey, see Jones & Trevor Mktg., Inc. v. Lowry, 2012 UT 39, ¶ 9 , 284 P.3d 630 (citation and internal quotation marks omitted), she did not enhance, maintain, or protect the value of Mr. Lindsey’s business interests for purposes of the contribution exception. ¶ 42 Ms. Lindsey argues otherwise, citing Dunn v. Dunn, 802 P.2d 1314 (Utah Ct. App. 1990), and Elman v. Elman, 2002 UT App 83 , 45 P.3d 176 , but those cases do not support her claim.

2017Even “viewing] the facts and all reasonable inferences drawn therefrom in the light most favorable to” Ms. Lindsey, see Jones & Trevor Mktg., Inc. v. Lowry, 2012 UT 39, ¶ 9 , 284 P.3d 630 (citation and internal quotation marks omitted), she did not enhance, maintain, or protect the value of Mr. Lindsey’s business interests for purposes of the contribution exception. ¶ 42 Ms. Lindsey argues otherwise, citing Dunn v. Dunn, 802 P.2d 1314 (Utah Ct. App. 1990), and Elman v. Elman, 2002 UT App 83 , 45 P.3d 176 , but those cases do not support her claim.

12017–2017
Mortensen v. Mortensen green
utah · 1988
1 sentence

2017The Contribution Exception ¶ 34 Ms. Lindsey asserts that the trial court incorrectly determined, “on summary judgment based on undisputed facts, that Ms. Lindsey’s contributions to Mr. Lindsey’s business ... were infrequent and immaterial” and were “insufficient to augment or enhance the value of Mr. Lindsey’s business interests as a matter of law.” According to Ms. Lindsey, the trial court “misapplied the undisputed facts to governing case law” and erroneously “remov[ed] the parties’ largest asset from the marital pie, leaving such an equitable discrepancy! ] that even if Ms. Lindsey were awa

12017–2017
Elman v. Elman green
utahctapp · 2002
2 sentences

2017Even “viewing] the facts and all reasonable inferences drawn therefrom in the light most favorable to” Ms. Lindsey, see Jones & Trevor Mktg., Inc. v. Lowry, 2012 UT 39, ¶ 9 , 284 P.3d 630 (citation and internal quotation marks omitted), she did not enhance, maintain, or protect the value of Mr. Lindsey’s business interests for purposes of the contribution exception. ¶ 42 Ms. Lindsey argues otherwise, citing Dunn v. Dunn, 802 P.2d 1314 (Utah Ct. App. 1990), and Elman v. Elman, 2002 UT App 83 , 45 P.3d 176 , but those cases do not support her claim.

2017Even “viewing] the facts and all reasonable inferences drawn therefrom in the light most favorable to” Ms. Lindsey, see Jones & Trevor Mktg., Inc. v. Lowry, 2012 UT 39, ¶ 9 , 284 P.3d 630 (citation and internal quotation marks omitted), she did not enhance, maintain, or protect the value of Mr. Lindsey’s business interests for purposes of the contribution exception. ¶ 42 Ms. Lindsey argues otherwise, citing Dunn v. Dunn, 802 P.2d 1314 (Utah Ct. App. 1990), and Elman v. Elman, 2002 UT App 83 , 45 P.3d 176 , but those cases do not support her claim.

12017–2017
Kunzler v. Kunzler green
utahctapp · 2008
1 sentence

2017Likewise, in Kumler v. Kunzler, the contribution exception was not triggered by one spouse’s assumption of household responsibilities, which allowed the other spouse “to focus his time and energy on preserving and increasing the value” of his separate property. 2008 *977 UT App 263, ¶¶ 19 & n.5, 32, 37, 190 P.3d 497 . ¶ 38 The division of labor among married parties may take any number of forms, and the give-and-take often inherent in marital relationships is generally not a sufficient basis for judicially rewriting title to property.

12017–2017

Where else courts name it

IL 169 (1969–2026) NY 67 (1874–2025) TX 46 (1896–2024) MN 33 (1943–2019) CA 31 (1973–2024) FL 27 (1975–2025) WI 27 (1962–2019) NJ 20 (1938–2025) WA 16 (1981–2026) MI 14 (1922–2015) OH 14 (1997–2024) OR 14 (1974–2026) WV 12 (1990–2023) MO 12 (1878–2013) MD 10 (1989–2023) IA 10 (1916–2014) PA 9 (1962–2022) NV 9 (2004–2022) DE 9 (2004–2025) AZ 8 (1971–2016) CT 8 (1971–2014) MA 7 (1979–2026) LA 7 (1979–2009) GA 6 (1900–2023) DC 6 (1990–2008) UT 5 (2000–2024) TN 5 (1915–2019) NM 4 (1987–2011) AK 4 (1975–2001) VA 4 (1983–1995) IN 4 (1997–2012) ME 4 (2000–2011) SC 3 (2009–2025) CO 3 (1995–2007) NC 3 (1895–2014) KY 3 (1907–1990) OK 2 (2001–2011) MT 2 (1995–2005) WY 2 (1993–2013) RI 2 (1998–2008) HI 2 (2002–2006) NH 2 (1987–1987) KS 2 (1980–2009)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

← Caselaw search · G Cite Topics · Brief Check