In re Honer

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April 9, 2015

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5141 Groceries, General Line
445110 Supermarkets and Other Grocery Retailers (except Convenience Retailers)
marital dissolution/divorce
income approach, discount for lack of marketability (DLOM), intrinsic value, market approach, standard of value, community property, valuation methods, valuation date, discount for lack of control (DLOC), guideline publicly-traded company method, grocery store, diversion of assets
In re Honer
2015 Cal. App. Unpub. LEXIS 2531
US
State Court
California
Court of Appeal
Thomas Berg (husband); Matt Morris (wife)
Bolanos

Summary

Court upholds expert’s idiosyncratic valuation approach based on ascertaining “marital value” of community’s grocery stores as opposed to stores’ “investment value”; since the stores were not sold, valuation properly captured their value to owner spouse.
In re Honer
PDF, Size: 254 KB

See Also

Court Affirms Rightness of Expert’s ‘Marital Value’ Calculation

Legal and Court Case Update
July 2015

Court upholds expert’s idiosyncratic valuation approach based on ascertaining “marital value” of community’s grocery stores as opposed to stores’ “investment value”; since the stores were not sold, valuation properly captured their value to owner spouse.

This article also appears in:
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