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DAVID NELSON YOUNG, Plaintiff, v. CYNTHIA THARP YOUNG, Defendant
No. COA98-779
(Filed 18 May 1999)
Divorce--equitable distribution--listing of marital debts--local rules--stipulation
Plaintiff made stipulations in an equitable distribution action which relieved defendant of
the burden of proving that certain credit card debts were marital where a form was filed
according to local rules (Fifth Judicial District) which listed debts but did not contain any
objection, amendment, or supplement by plaintiff to defendant's classification of the credit card
debts even though the form contained a column for that purpose. Under the applicable local
rules, a party has affirmatively represented that he does not dispute the initiating party's listing
where no objections, amendments, or supplements are made. The trial court may treat this
affirmative representation as a stipulation.
Appeal by plaintiff from judgment filed 14 November 1997 by
Judge J.H. Corpening, II in New Hanover County District Court.
Heard in the Court of Appeals 27 April 1999.
Ralph S. Pennington for plaintiff-appellant.
Johnson & Lambeth, by Carter T. Lambeth, for defendant-
appellee.
GREENE, Judge.
David Nelson Young (Plaintiff) appeals from the equitable
distribution judgment of the trial court.
Plaintiff and Cynthia Tharp Young (Defendant) married 4
September 1987, separated 15 May 1995, and divorced 26 July 1996.
The parties' record on appeal contains a form titled "SCHEDULE
A." This form, promulgated pursuant to local rules of the Fifth
Judicial District (the district in which this case was tried), is
a chart with columns for listing: the parties' property; each
party's respective contentions as to whether the listed property
is marital, separate, or mixed; and each party's respectivecontentions as to the value of the listed property on the date of
separation and at trial. Also included in the record is a form,
likewise promulgated pursuant to local rules, titled "SCHEDULE
D." This form is a chart with columns for listing: the parties'
debts; each party's respective contentions as to whether the debt
is marital, separate, or mixed; and each party's contentions as
to the balance of the debt on the date of separation and at
trial. Schedule D lists, among other debts, a "Colonial National
Bank Credit Card," an "MBNA Mastercard," a "Chevy Chase
Mastercard," and a "VISA." Defendant contended, on this Schedule
D, that these credit cards constitute marital debts. Schedule D
does not contain any objection, amendment, or supplement by
Plaintiff to Defendant's classification of these credit card
debts.
A hearing was held on the disputed issues on 18 August 1997.
The transcript reveals that the parties and the trial court
relied on Schedule A and Schedule D throughout the proceedings
and addressed the disputed items listed therein. The trial court
subsequently entered an equitable distribution judgment in which
it found the "Colonial National Bank Card," the "MBNA
MasterCard," the "Chevy Chase MasterCard," and the "Visa Card" to
be marital debts. The trial court "conclude[d] that an equal
division of marital property is not equitable and an unequal
division of property is equitable," divided the marital assets
and debts accordingly, and ordered Defendant to make a
distributive award in the amount of $17,500.00 to Plaintiff.
The issue is whether Plaintiff made stipulations which
relieved Defendant of her burden of proving certain credit card
debts were marital.
The General Assembly has authorized our Supreme Court to
promulgate rules of practice and procedure for the superior and
district courts. N.C.G.S. § 7A-34 (1995). Pursuant to this
authority, our Supreme Court requires the Senior Resident Judge
and Chief District Judge in each judicial district to "take
appropriate actions [such as the promulgation of local rules] to
insure prompt disposition of any pending motions or other matters
necessary to move the cases toward a conclusion." Gen. R. Pract.
Super. and Dist. Ct. 2(d), 1999 Ann. R. N.C. 2; see also N.C.G.S.
§ 7A-146 (1995) (non-exclusive listing of the powers and duties
of the Chief District Judge). "Wide discretion should be
afforded in [the] application [of local rules] so long as a
proper regard is given to their purpose." Lomax v. Shaw, 101
N.C. App. 560, 563, 400 S.E.2d 97, 98 (1991) (applying local
superior court rules) (quoting Forman & Zuckerman v. Schupak, 38
N.C. App. 17, 21, 247 S.E.2d 266, 269 (1978)); McDonald v.
Taylor, 106 N.C. App. 18, 21, 415 S.E.2d 81, 83 (1992) (applying
local district court rules).
Local rules for the New Hanover County District Court
require adherence to certain "mandatory discovery procedures"
upon a request by any party for equitable distribution. Fifth
Judicial District, New Hanover County District Court Local Rules,Rule 6.
(See footnote 1)
These mandatory discovery procedures include:
The party requesting an equitable
distribution of property (hereafter referred
to as the initiating party) shall, within 30
days of the filing of the request, . . .
deliver to the opposing party a comprehensive
listing of the property, both separate and
marital, known by the initiating party to
exist as of the date of separation. This
listing need contain no values, but must
state whether it is contended that the
property is separate or marital or mixed.
The contention as to how the property should
be classified is not binding upon the
[initiating] party and does not constitute an
admission.
Within 60 days following receipt of the
Property List from the initiating party, the
responding party shall, using the list
received, complete and serve upon the
initiating party a single listing which
adopts, amends, or supplements the listing
received from the initiating party. This
listing, again, need contain no values, but
must reflect a non-binding contention as to
whether each item is separate, marital or
mixed. A failure to [adopt, amend, or
supplement the initiating party's listing]
shall constitute an admission and an
affirmative representation that the list as
served is exhaustive and accurate. The
responding party as well as the initiating
party is under an affirmative duty to
disclose all property about which the court
should be aware to classify and equitably
distribute all marital property.
. . . .
This procedure should produce a single
Property List . . . . This list may
[thereafter] be supplemented only upon the
discovery of additional property which was
not known and which with the exercise of
reasonable diligence could not have been
discovered at the time the final list wasproduced.
Id. (italics added). It follows that, where no objections,
amendments, or supplements are made by the responding party, he
has affirmatively represented that he does not dispute the
initiating party's listing. The trial court may treat this
affirmative representation as a stipulation that the initiating
party's listing is undisputed.
A stipulation is a judicial admission. Blair v. Fairchilds,
25 N.C. App. 416, 419, 213 S.E.2d 428, 431, cert. denied, 287
N.C. 464, 215 S.E.2d 622 (1975); O'Carroll v. Texasgulf, Inc.,
132 N.C. App. 307, ---, 511 S.E.2d 313, 319 (1999) (noting that a
stipulation is an "agreement, admission, or concession made in a
judicial proceeding by the parties or their attorneys"). "As
such, it is binding in every sense, preventing the party who
makes it from introducing evidence to dispute it, and relieving
the opponent from the necessity of producing evidence to
establish[] the admitted fact." Blair, 25 N.C. App. at 419, 213
S.E.2d at 431 (noting that "[c]ourts look with favor on
stipulations designed to simplify, shorten, or settle litigation
and save cost to the parties"). Accordingly, where the
initiating party's listing is undisputed, the trial court need
not hear evidence either to prove or disprove that listing.
In this case, the parties submitted their Schedule A and
Schedule D to the trial court at the equitable distribution
hearing. Schedule D lists the credit card debts Plaintiff now
contests. Schedule D reveals no objection, amendment, or
supplement by Plaintiff to Defendant's classification of thesecredit card debts as marital. It follows that Plaintiff has made
an "affirmative representation," or stipulation, that these debts
are marital.
(See footnote 2)
Accordingly, Defendant was relieved of the
necessity of producing evidence to establish that these credit
card debts are marital.
We have thoroughly reviewed Plaintiff's remaining
contentions and find them unpersuasive.
Affirmed.
Judges MARTIN and MCGEE concur.
Footnote: 1 The appendix to the local rules for New Hanover County
District Court contains "Forms and Schedules for Equitable
Distribution." Included among these forms and schedules are
Schedule A and Schedule D.
Footnote: 2 Although a party may seek to have a stipulation set aside,
see Lowery v. Locklear Construction, 132 N.C. App. 510, 512 S.E.2d
477 (1999), Plaintiff has not done so in this case.
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