FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / active-passive-appreciation-analysis.docx
active-passive-appreciation-analysis.docx · 1034-00002

Parties

Caldwell Realty Holdings LP
M. Caldwell
Stein LLP
Caldwell Meridian Capital LLC
Properties Caldwell Realty Holdings LP
Caldwell Realty GP LLC
Sable LLP
Cole LLP

Dates

December 19, 2022
June 21, 2008
June 7, 2008
March 12, 2003
July 11, 2022
September 15, 2008
February 12, 2012
August 29, 2014

Amounts

$17.2
$11.4
$28.6
$79.29
$108.81
$5.8
$14.7
$8.9
$3.1
$8.4

Obligations

DRL § 236(B)(5) sets forth the factors the court must consider in making an equitable distribution of marital property
Where both factors are present — as is often the case — the court must determine the predominant cause of the appreciation and, if appropriate, apportion the appreciation between its active and passive components
The Court explained that the inquiry must focus on the "primary" or "predominant" cause of the appreciation
The Court emphasized that the active/passive distinction requires a careful, fact-intensive inquiry and that courts must avoid the temptation to characterize all appreciation of actively managed assets as "active" merely because the titled spouse was involved in the business
Caldwell engaged in some of the activities described above, the frequency, intensity, and significance of those activities must be assessed in context