Chizmar, D. v. Chizmar, R.
Chizmar, D. v. Chizmar, R. No. 1089 WDA 2016
| Pa. Super. Ct. | Feb 22, 2017Background
- Darlene and Ronald Chizmar married in 1998, separated in 2013; no children. Darlene is permanently disabled; Ronald is employed and a military retiree.
- Darlene inherited fractional interests in two California properties (one-sixth and one-third). Parties disputed those properties' market value and the extent to which they should factor into alimony/equitable distribution.
- A master conducted a two-day hearing and recommended indefinite alimony plus $500/month from Husband’s military retirement to Wife. The master rejected both parties’ property valuations.
- Husband filed exceptions arguing (1) the master undervalued/failed to consider Wife’s property interests and rental potential when awarding alimony, and (2) the master failed to account for tax consequences of pension distributions.
- Trial court granted Husband’s exceptions: converted indefinite alimony to a two‑year award and reduced the pension-derived payment to $400/month (to account for tax treatment), concluding the California properties had some value and the master improperly discounted them. Wife appealed.
Issues
| Issue | Plaintiff's Argument (Chizmar — Wife) | Defendant's Argument (Chizmar — Husband) | Held |
|---|---|---|---|
| Whether trial court abused discretion by reducing indefinite alimony to two years | Wife: Permanent alimony required due to permanent disability, income/expense disparity, and uncertain/unrealizable value of inherited California properties | Husband: Master ignored that Wife has property resources; limiting term incentivizes Wife to realize value from properties; master improperly discounted evidence of value | Court: No abuse of discretion — trial court permissibly considered that the California properties had value, that alimony is secondary to equitable distribution, and alimony is modifiable on changed circumstances |
| Whether trial court erred in treating $500/month pension distribution as tax-free gift and reducing it to $400 | Wife: Master failed to account for tax consequences; reduction to $400 labeled tax-free gift is incorrect and unlawful under tax law | Husband: Master overlooked tax consequences; trial court adjusted payment so Husband would pay income tax and Wife receive net amount tax-free (practical allocation) | Court: No error — trial court equitably adjusted amount to account for tax treatment and the master’s omission; payments characterized as distribution from pension (not alimony), and reduction was a proper remedy |
Key Cases Cited
- Teodorski v. Teodorski, 857 A.2d 194 (Pa. Super. 2004) (explains purpose of alimony, factors for award, and availability of permanent alimony)
- Smith v. Smith, 904 A.2d 15 (Pa. Super. 2006) (trial court has discretion in valuing assets and may rely on parties’ estimates, inventories, records, and appraisals)
