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Petitioner's Brief on the Merits - Supreme Court of Texas

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STATEMENT OF THE CASE<br />

Nature <strong>of</strong> <strong>the</strong> Case: Qualified Domestic Relati<strong>on</strong>s Order (“QDRO”) ∗ proceeding<br />

enforcing a 1981 divorce decree.<br />

Trial <strong>Court</strong> and its<br />

dispositi<strong>on</strong>:<br />

Parties in <strong>the</strong> <strong>Court</strong> <strong>of</strong><br />

Appeals:<br />

H<strong>on</strong>. Dan Gibbs, sitting for <strong>the</strong> 303 rd District <strong>Court</strong>,<br />

Dallas County, signed two QDROs in which Treadway<br />

received 25% <strong>of</strong> <strong>the</strong> community property interest in<br />

Shanks’ defined c<strong>on</strong>tributi<strong>on</strong> and defined benefit plans<br />

for <strong>the</strong> time that <strong>the</strong> marriage and Shanks’ participati<strong>on</strong><br />

in <strong>the</strong> plans overlapped (Sept. 26, 1967 – Aug. 3, 1981).<br />

George P. Shanks<br />

(Plaintiff /Appellee/Petiti<strong>on</strong>er)<br />

Kenda Carolyn (Shanks) Treadway<br />

(Defendant/Appellant/Resp<strong>on</strong>dent)<br />

<strong>Court</strong> <strong>of</strong> Appeals:<br />

Judgment <strong>of</strong> <strong>the</strong> <strong>Court</strong> <strong>of</strong><br />

Appeals<br />

Fifth <strong>Court</strong> <strong>of</strong> Appeals, Opini<strong>on</strong> (unpublished) by Farris,<br />

J., sitting by designati<strong>on</strong>, joined by James, J., and<br />

FitzGerald, J., issued <strong>on</strong> November 17, 2000.<br />

The court <strong>of</strong> appeals reversed <strong>the</strong> trial court and<br />

remanded, finding that <strong>the</strong> unambiguous language in <strong>the</strong><br />

1981 divorce decree required that Treadway receive 25%<br />

<strong>of</strong> Shanks’ defined c<strong>on</strong>tributi<strong>on</strong> and defined benefit plans<br />

valued when paid, an interpretati<strong>on</strong> will result in<br />

Treadway receiving a porti<strong>on</strong> <strong>of</strong> his separate property as<br />

well as <strong>the</strong> community property <strong>of</strong> a subsequent spouse,<br />

both <strong>of</strong> which accrued after <strong>the</strong> 1981 divorce.<br />

∗ See Glossary <strong>of</strong> Terms at Tab A. Given <strong>the</strong> technical language used in QDROs under <strong>the</strong> federal tax laws, Shanks<br />

has provided <strong>the</strong> <strong>Court</strong> with a list <strong>of</strong> terms with definiti<strong>on</strong>s as <strong>the</strong>y are used in <strong>the</strong> brief.<br />

xi

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