Marriage of Herzik - Colorado Court of Appeals Opinion
Summary
The Colorado Court of Appeals affirmed a trial court's order awarding maintenance in a dissolution of marriage case. The court also remanded the case for a determination of appellate attorney fees. The opinion is designated as non-precedential.
What changed
The Colorado Court of Appeals has affirmed a trial court's decision regarding maintenance awards in the Marriage of Herzik case (Docket No. 24CA1962). The appellate court found no error in the trial court's order awarding $1,300 per month in maintenance for twelve years to the wife. The case involved a dissolution of marriage where the husband appealed the maintenance award.
This is a non-precedential opinion, meaning it does not set a binding legal precedent. The court has remanded the case back to the trial court to determine appellate attorney fees. Legal professionals involved in similar family law cases should note the affirmation of the trial court's discretion in maintenance awards and the process for determining appellate attorney fees.
What to do next
- Review appellate attorney fees determination on remand.
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March 12, 2026 Get Citation Alerts Download PDF Add Note
Marriage of Herzik
Colorado Court of Appeals
- Citations: None known
- Docket Number: 24CA1962
Precedential Status: Non-Precedential
Combined Opinion
24CA1962 Marriage of Herzik 03-12-2026
COLORADO COURT OF APPEALS
Court of Appeals No. 24CA1962
El Paso County District Court No. 23DR32240
Honorable Amanda Philipps, Judge
In re the Marriage of
Shannon Renee Herzik,
Appellee,
and
Brian Louis Herzik,
Appellant.
JUDGMENT AFFIRMED AND CASE
REMANDED WITH DIRECTIONS
Division VI
Opinion by JUDGE WELLING
Gomez and Sullivan, JJ., concur
NOT PUBLISHED PURSUANT TO C.A.R. 35(e)
Announced March 12, 2026
Law Office of Joel M Pratt, Joel M Pratt, Colorado Springs, Colorado, for
Appellee
Graham Law PC, Tahli Ann Delgado, Colorado Springs, Colorado, for Appellant
¶1 In this dissolution of marriage proceeding, Brian Louis Herzik
(husband) appeals the trial court’s order awarding maintenance to
Shannon Renee Herzik (wife). We affirm and remand the case to the
trial court for a determination of appellate attorney fees.
I. Background
¶2 The parties married in 1997 and filed for divorce in December
- Husband was in the Army; while married, the parties
frequently moved within the United States and internationally for
his job. During the marriage, wife initially taught English and was
earning credits toward a master’s degree but stopped working full-
time and ended her studies to focus on building a family. The
parties had one child, who was almost seventeen years old at the
time the dissolution decree entered.
¶3 At the time of the permanent orders hearing, husband had
retired from the military and had become a contractor. He earned a
monthly pension and disability payment from the Army, in addition
to his contractor salary of $137,500 per year. During the litigation,
at husband’s request, wife completed a vocational evaluation.
Husband’s evaluator opined that wife could earn an annual salary
of between $49,466 and $53,210. By the permanent orders
1
hearing, wife was about to begin a full-time position as an
elementary school media specialist, earning $62,488 per year. In
addition, she reported freelance cataloguing earnings of $25 per
hour; on her sworn financial statement executed shortly before the
hearing, she reported earning approximately $5,000 per year from
this freelance work.
¶4 The parties reached a partial separation agreement, which was
adopted by the court as part of the permanent orders. As relevant
here, according to that agreement
• husband kept the marital home, and, in exchange, wife
received $120,000;
• wife retained ownership of one vehicle, one checking and
two savings accounts, six investment accounts, and an IRA;
and
• wife received half of husband’s military pension and
teaching retirement benefits, including his PERA benefits.
¶5 After a hearing on the remaining issues, which included wife’s
request for maintenance, the court awarded wife $1,300 per month
in maintenance for twelve years.
2
II. Standard of Review and Legal Framework
¶6 The trial court has broad discretion in deciding the amount
and duration of a maintenance award, and, absent an abuse of that
discretion, its decision won’t be reversed. See § 14-10-114(2), (3)(e),
C.R.S. 2025; In re Marriage of Wright, 2020 COA 11 ¶ 15; In re
Marriage of Vittetoe, 2016 COA 71, ¶ 14. We review de novo
whether the court applied the proper legal standard. In re Marriage
of Tooker, 2019 COA 83, ¶ 12.
¶7 A trial court’s decision to award maintenance generally
requires the court to follow a three-step process. See Wright, ¶¶ 14-
16 (discussing the three-step framework set forth in section 14-10-
114(3)). The first step requires the court to make “written or oral
findings on each party’s gross income, the marital property
apportioned to each party, each party’s financial resources, the
reasonable financial need as established during the marriage, and
the taxability of the maintenance awarded.” In re Marriage of
Herold, 2021 COA 16, ¶ 25 (first citing § 14-10-114(3)(a)(I); and
then citing Wright, ¶ 14).
¶8 At the outset of step two, the court must determine and
consider the “guideline amount and term of maintenance.” § 14-10-
3
114(3)(a)(II)(A). The guideline amount and term of maintenance are
based on the parties’ combined gross income, the parties’ relative
gross incomes, and the duration of the marriage. § 14-10-114(3)(b).
But when the parties’ combined gross income exceeds $240,000 per
year (or $20,000 per month) — as it did here — the three-step
process discussed and applied in Wright is short-circuited. Under
these circumstances, the requirement that the court calculate “the
advisory guideline amount of maintenance does not apply, and the
court shall instead consider the factors set forth in subsection (3)(c)
of [section 14-10-114] in determining the amount of maintenance.”
§ 14-10-114(3.5); see also § 14-10-114(3)(c) (setting forth a
nonexhaustive list of factors a court should consider in fashioning a
maintenance award). The factors listed in section 14-10-114(3)(c)
aren’t exclusive, so “[t]he court has discretion to determine the
award of maintenance that is fair and equitable to both parties
based upon the totality of the circumstances.” Wright, ¶¶ 15-16
(citation omitted).
¶9 Finally, the court must find that the party seeking
maintenance lacks sufficient property, including marital property
apportioned to them, to provide for their reasonable needs and is
4
unable to support themselves through appropriate employment.
§ 14-10-114(3)(a)(II)(C), (3)(d); see also Wright, ¶¶ 16-17 (“[T]he
legislature has instructed the trial court to consider this arguably
threshold inquiry last . . . .”).
III. Wife’s Income, Reasonable Needs, and Appropriate
Employment
¶ 10 Husband first contends that the trial court abused its
discretion when it awarded maintenance to wife (1) without properly
determining her gross income pursuant to section 14-10-
114(3)(a)(I); (2) after improperly assessing both parties’ financial
circumstances; and (3) without finding that wife had insufficient
property to provide for her reasonable needs or that she couldn’t
support herself through appropriate employment. We disagree that
the court reversibly erred.
A. Wife’s Income
¶ 11 The court found wife’s gross monthly income to be $8,370. It
reached this figure by adding together her monthly salary of $5,205
from her full-time employment as an elementary school media
specialist and half of husband’s military retirement, which the court
calculated to be $3,163 (and then rounding up by $2). The court,
5
however, excluded from the calculation of wife’s gross monthly
income any earnings from her freelance cataloging work,
characterizing that work as “voluntary overtime” in addition to her
full-time employment. Husband contends that the court erred in
two respects when calculating wife’s gross income: (1) it erred in
calculating her half of his military retirement, and (2) it erred by
excluding her cataloging work earnings from her gross income.
¶ 12 We reject husband’s first contention that the court should
have found wife’s half of his military pension benefits to be $3,383
per month. The record shows that husband’s monthly pension
amount of $6,767 was reduced by $440 to pay for survivor benefit
costs. Therefore, each party is allocated half of $6,327 per month,
or $3,163.50 each. Accordingly, the court — which used $3,163
per month — didn’t err in this calculation.
¶ 13 But we agree with husband’s second contention that the court
erred by excluding wife’s cataloguing earnings from its calculation
of her gross income. Section 14-10-114(8)(c)(I) and (II) set forth
various categories of earnings that are included (subparagraph (I))
and excluded (subparagraph (II)) from the definition of gross income
for the purpose of determining maintenance. Citing section 14-10-
6
114(8)(c)(II)(C), wife argues that the court properly excluded her
cataloging earnings because that income was in addition to her
earnings from full-time employment. Wife, however, reads section
14-10-114(8)(c)(II)(C) too broadly. That section excludes from the
definition of gross income earnings that are “from additional jobs
that result in the employment of the obligor more than forty hours
per week or more than what would otherwise be considered to be
full-time employment.” Id. (emphasis added). But wife, as the party
awarded maintenance, is the obligee; husband is the obligor. Thus,
we conclude that the trial court erred by excluding the earnings
from this additional work from wife’s gross monthly income.
¶ 14 But we only reverse if the error affects a party’s substantial
rights. See C.A.R. 35(c) (“The appellate court may disregard any
error or defect not affecting the substantial rights of the parties.”).
We conclude this error didn’t, for two reasons. First, at most, the
record supports that wife earned $5,000 per year (or approximately
$417 per month) for her cataloging work. Thus, the court should
have used a figure of approximately $8,787 per month for wife.
This is less than a 5% discrepancy from the figure the court used.
Cf. In re Marriage of Balanson, 25 P.3d 28, 36 (Colo. 2001) (“If . . . a
7
trial court’s error affects only a small percentage of the overall
marital estate, such an error may be deemed to have been harmless
and thus does not require reversal.”).
¶ 15 Second, because the parties’ combined gross monthly income
exceeded $20,000 per month, regardless of whether the court
included wife’s earnings from cataloging work,1 the court wasn’t
required to calculate guideline maintenance. See § 14-10-114(3.5).
So we can’t even say that this minor discrepancy in wife’s gross
monthly income impacted the court’s calculation of maintenance.
¶ 16 Simply put, although the court erred in excluding the earnings
from wife’s cataloging work in calculating her gross monthly
income, that error was harmless, so it doesn’t provide a basis for
reversing the court’s order.
1 The court found husband’s gross monthly income to be $17,407
and wife’s income to be $8,370 without the cataloging income or
$8,787 with it. Thus, the parties’ combined gross monthly income
was either $25,777 or $26,194, both of which exceed the $20,000
upper limit that renders inapplicable the requirement that the court
calculate guideline maintenance. See § 14-10-114(3.5), C.R.S. 2025
(If the parties combined gross income exceeds $20,00 per month,
“the calculation methodology . . . for determining the advisory
guideline amount of maintenance does not apply.”).
8
B. Parties’ Financial Circumstances
¶ 17 The court found husband’s financial resources would continue
to be greater than wife’s throughout their careers, “[e]ven if wife
continue[d] to expand her education and degrees.” Thus, the court
properly considered the parties’ economic circumstances, and the
record supports its factual findings.
¶ 18 While husband correctly points out that a maintenance award
must be based upon the parties’ needs and circumstances at the
time of the hearing, rather than upon past or future conditions, see
In re Marriage of Simon, 856 P.2d 47, 51-52 (Colo. App. 1993), the
court is also obligated to consider both parties “employability,
obtainable through reasonable diligence and additional training or
education,” § 14-10-114(3)(c)(V).
¶ 19 The court considered husband’s monthly income of $17,407 —
which was comprised of his salary, his portion of his military
pension, and his monthly military disability payment. The court
also considered wife’s monthly income of $8,370 from both her
media specialist position and her portion of husband’s military
pension. The court also considered that wife had “potential
additional work . . . as a cataloger,” “if she cho[se] to take on this
9
additional work.” The court further found, as supported by the
vocational evaluation report, that even if wife earned future degrees,
wife would still “have less earning potential” than husband
throughout her career. Because the court applied the proper
statutory framework and the record supports its factual findings,
we perceive no abuse of discretion. To the extent that the record
also contains evidence suggesting that husband’s income could
decrease, it’s the trial court’s responsibility to judge the credibility
of witnesses and resolve conflicting evidence. See In re Parental
Responsibilities Concerning B.R.D., 2012 COA 63, ¶ 15.
C. Wife’s Reasonable Needs and Appropriate Employment
¶ 20 The record demonstrates that when the court fashioned its
maintenance award, it considered wife’s reasonable needs as
established during the marriage, as it was required to do. See
Herold, ¶ 17 (the court is not limited to satisfying a spouse’s basic
or survival needs); see also In re Marriage of Olar, 747 P.2d 676,
681 (Colo. 1987) (“reasonable needs” has been liberally construed
and depends on the particular circumstances of the marriage). The
court considered that while, during the marriage, wife owned a
home, she lacked the credit history necessary to purchase a home
10
on her own and would instead have to pay rent. The court also
considered that while husband previously saved for the couple’s
retirement and emergency needs, wife must now independently save
for these things. And the court noted that wife’s older model car
“may need additional maintenance and repairs.” Moreover, to the
extent that husband suggests that wife’s equalization payment of
$120,000 obviated her maintenance request, a spouse isn’t required
to deplete their share of the marital property to be entitled to
maintenance. See In re Marriage of Bartolo, 971 P.2d 699, 702
(Colo. App. 1998).
¶ 21 Similarly, the record shows that the court considered wife’s
appropriate employment when it determined maintenance. The
determination of “appropriate employment” requires the
consideration of “the party’s economic circumstances and
reasonable expectations established during the marriage.” Olar,
747 P.2d at 681. The court considered that, during the marriage,
wife sometimes worked part-time to allow her to care for the parties’
child, and she managed the couple’s finances. To the extent that
the record contains conflicting evidence about whether the parties
discussed wife’s return to work after the child became school aged,
11
the trial court apparently credited wife’s evidence that they didn’t.
See B.R.D., ¶ 15. The court considered that wife became employed,
with a salary exceeding husband’s vocational expert’s estimate of
her earning capacity but nevertheless found that she lacked
sufficient income to meet her reasonable needs.
¶ 22 Given this record, which supports the court’s consideration of
both wife’s reasonable needs and her appropriate employment, the
court didn’t abuse its discretion in awarding wife maintenance.
IV. Adequate Findings
¶ 23 Husband next contends that the trial court made inadequate
findings to support the maintenance award. Specifically, husband
argues first that the court didn’t make the required findings
pursuant to section 14-10-114(3)(a)(I)(A) and (D), 14-10-
114(3)(a)(II)(B), or 14-10-114(3)(d). We disagree.
A. Standard of Review and Relevant Law
¶ 24 We review de novo the adequacy of the court’s findings. People
v. Shifrin, 2014 COA 14, ¶ 90. Indeed, “the adequacy of a trial
court’s findings, as contrasted with the sufficiency of the evidence
to support them, is tested by whether an appellate court can
discern the lower court’s rationale.” Id.
12
¶ 25 A trial court’s findings are adequate when the court’s order
contains findings of fact and conclusions of law sufficient to give an
appellate court a clear understanding of the basis of its order and to
enable the appellate court to determine the grounds upon which it
reached its decision. In re Marriage of Van Inwegen, 757 P.2d 1118,
1121 (Colo. App. 1988). We consider the trial court’s findings and
rulings from the bench as a supplement to its written order.
Friends of Denv. Parks, Inc. v. City & County of Denver, 2013 COA
177, ¶¶ 34-37.
¶ 26 As noted above, pursuant to section 14-10-114(3)(a)(I), the
court must first make written or oral findings on five specific issues,
including, as relevant to husband’s challenge, each party’s gross
income and their reasonable financial needs as established during
the marriage. See 14-10-114(3)(a)(I)(A), (D); Herold, ¶ 25; Wright,
¶ 14. The findings pursuant to section 14-10-114(3)(d) have been
characterized as “required” and “essential.” Wright, ¶ 16.
¶ 27 However, with respect to the findings pursuant to section 14-
10-114(3)(c), “a district court has no obligation to make specific
factual findings on every factor listed in [that] section.” Wright,
¶ 20. Instead, a court must make findings of fact and conclusions
13
of law “sufficiently explicit . . . to give the appellate court a clear
understanding of the basis of its order.” Id. (quoting In re Marriage
of Gibbs, 2019 COA 104, ¶ 9); see also In re Marriage of Garst, 955
P.2d 1056, 1058 (Colo. App. 1998) (“Factual findings are sufficient
if they identify the evidence which the fact finder deemed persuasive
and determinative of the issues raised.”).
B. Analysis
¶ 28 Husband doesn’t challenge that the court made income
findings pursuant to section 14-10-114(3)(a)(I)(A). Instead,
husband disputes the accuracy of the court’s gross income
determination for wife. As we discussed above, though the court
erred in determining wife’s income by excluding her cataloguing
earnings, that error was harmless.
¶ 29 And while husband contends that the court didn’t make
sufficient findings regarding the parties’ reasonable financial needs
as established during the marriage, as required by section 14-10-
114(3)(a)(I)(D), the record shows that the court did. Indeed, the
court explicitly considered the reasonable needs of the parties to
include their respective needs for a stable home and the ability to
14
save for retirement. As we discussed above, the court accounted for
these needs when determining wife’s maintenance amount.
¶ 30 With regard to section 14-10-114(3)(a)(II)(B), which requires
the court to consider the factors listed in 14-10-114(3)(c) —
specifically, that the court consider wife’s ability to meet her needs
independently pursuant to section 14-10-114(3)(c)(I) — the record
shows the court did just that. The court considered wife’s income
and her need to shoulder new financial burdens such as rent,
retirement savings, and saving for emergencies.
¶ 31 Husband also suggests that there was “little analysis” as to his
ability to meet his reasonable needs while paying maintenance as
required by section 14-10-114(3)(c)(II). But the record shows that
the court considered husband’s high voluntary contributions to his
own retirement savings, as well as his unnecessarily high loan
payments related to wife’s equity payout, when it concluded that
husband should be able to pay $1,300 in monthly maintenance
while earning an income of “well over $17,000 a month.” Because
this record provides the bases for the court’s order, its findings are
sufficient.
15
¶ 32 Finally, the court made sufficient findings pursuant to section
14-10-114(3)(d), which requires the court to make findings that the
party seeking maintenance lacks sufficient property to provide for
their reasonable needs and is unable to support themselves
through appropriate employment. Other divisions of this court —
for example, in Wright, ¶ 16, and In re Marriage of Stradtmann,
2021 COA 145, ¶ 31 — have suggested that a specifically worded
finding regarding section 14-10-114(3)(d) isn’t required. The
division in Wright was primarily concerned with reviewing the
correct order of application for section 14-10-114(3)(a), (3)(c), and
(3)(d) — something not challenged here. In Wright, it wasn’t the
court’s general finding pursuant to subsection (3)(d) that the wife
“ha[d] a need for spousal maintenance” that necessitated reversal,
but rather the fact that the court entered this finding before making
other necessary findings. Wright, ¶¶ 11, 18, 22. Similarly, relying
on Wright, the division in Stradtmann noted that subsection (3)(d)
findings are “required” but focused on the court’s failure to “make
any findings on” federal tax implications pursuant to subsection
(3)(a), implying that more general findings under subsection (3)(a) or
(3)(d) may be acceptable. Stradtmann, ¶ 33 (emphasis added).
16
¶ 33 Here, while the court didn’t specifically state that maintenance
was required to satisfy wife’s reasonable needs even after
appropriate employment, its ruling supports this conclusion. After
considering the factors from subsections (3)(a), (3)(b), and (3)(c), the
court concluded that wife “lack[ed] sufficient . . . income . . . and
[wa]s in need of maintenance.”
¶ 34 Given this record, which provides the bases for the court’s
ruling, we conclude that the trial court’s findings and order were
adequate.
V. Insufficient Evidence
¶ 35 Lastly, husband contends that the evidence is insufficient to
support granting wife maintenance. “Claims regarding the
sufficiency of the evidence are mixed questions of law and fact.” In
re Estate of Owens, 2017 COA 53, ¶ 19. “[W]e defer to a trial
court’s factual findings unless they are so clearly erroneous as to
find no support in the record.” Target Corp. v. Prestige Maint. USA,
Ltd., 2013 COA 12, ¶ 24. We review de novo issues of law. In re
Marriage of Young, 2021 COA 96, ¶ 9. We have already discussed
how the record supports the court’s findings regarding wife’s need
for maintenance. As we have shown, the court properly considered
17
wife’s reasonable needs and the appropriateness of her
employment, as well as husband’s ability to pay, before ordering
maintenance, and its determinations are supported by the record.
VI. Wife Requests Attorney Fees
¶ 36 Wife requests that we award her attorney fees incurred on
appeal. As grounds for an award of appellate attorney fees, she
cites section 14-10-119, C.R.S. 2025, contending that there is a
significant disparity in the parties’ financial resources. See In re
Marriage of Alvis, 2019 COA 97, ¶ 30 (determining that a court may
consider the parties’ relative financial circumstances when
awarding attorney fees pursuant to section 14-10-119). We remand
to the trial court to determine whether wife is entitled to an award
of her appellate attorney fees on this ground and, if so, in what
amount. See In re Marriage of Martin, 2021 COA 101, ¶ 42.
VII. Disposition
¶ 37 The judgment is affirmed, and the case is remanded for the
determination of appellate attorney fees.
JUDGE GOMEZ and JUDGE SULLIVAN concur.
18
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