Edward Schafman v. Sue Schafman
01-20-00231-CV
| Tex. App. | Mar 31, 2022Background
- Edward and Sue Schafman married in 1988 (≈30 years). Ed is a CPA and business owner; Sue was a long‑time homemaker with limited recent work history.
- Sue has a documented history of substance abuse and serious mental‑health episodes during the divorce (involuntary commitments; inpatient treatment at Menninger; diagnoses including delusional/psychotic disorders).
- The trial court admitted Sue’s medical records, found her credible, found portions of Ed’s testimony not credible, and found Sue not capable of full‑time employment.
- The decree divided substantial assets: Ed received business interests, the marital residence (with an owelty/30% equalization payable to Sue on sale), and other assets; Sue received retirement accounts in Ed’s name (~$680,000), a New Braunfels condo, cash from attorneys’ trust accounts (~$215,000 after fees), two bank accounts, some vehicles, and an unresolved Thailand bank account.
- The court awarded Sue spousal maintenance of $3,333.33/month (20% of Ed’s gross monthly income) from Nov. 2019–Oct. 2027 (eight years) and found Ed guilty of cruel treatment.
- Ed appealed, arguing (1) Sue was not eligible for maintenance, (2) the amount/duration were improper, and (3) the cruelty finding lacked support.
Issues
| Issue | Plaintiff's Argument (Ed) | Defendant's Argument (Sue) | Held |
|---|---|---|---|
| 1) Eligibility for spousal maintenance | Sue has sufficient property/liquidity to meet minimum reasonable needs; no incapacitating mental disability; failed to exercise diligence to earn income | Medical records, inpatient commitments, treating‑team testimony, and Sue’s credible testimony show an incapacitating mental disability and lack of ability to earn sufficient income; assets are not sufficiently liquid | Affirmed — trial court did not abuse discretion; Sue is eligible under Fam. Code §8.051(2)(A) (mental disability) |
| 2) Amount and duration of maintenance ($3,333.33/mo for 8 years) | Award is excessive given Sue’s assets (cash + retirement accounts) that could self‑fund years of expenses | Amount/duration are within statutory caps; assets (retirement accounts) are illiquid/taxed and Sue cannot work; court considered §8.052 factors (age, marriage length, earning ability, cruelty, etc.) | Affirmed — award within statutory limits and supported by the §8.052 factors |
| 3) Finding of cruel treatment (grounds for divorce) | Insufficient evidence that Ed’s conduct rendered living together insupportable | Testimony and records of verbal abuse, at least one physical altercation, economic control, refusal to fund recommended mental‑health treatment, and post‑separation acts support cruelty finding | Affirmed — some evidence supports trial court’s cruelty finding; no abuse of discretion |
Key Cases Cited
- Dalton v. Dalton, 551 S.W.3d 126 (Tex. 2018) (spousal maintenance is narrow and limited)
- City of Keller v. Wilson, 168 S.W.3d 802 (Tex. 2005) (legal‑sufficiency standard for reviewing fact findings)
- Syed v. Masihuddin, 521 S.W.3d 840 (Tex. App.—Houston [1st Dist.] 2017) (abuse‑of‑discretion review in family law and interplay with sufficiency review)
- Pickens v. Pickens, 62 S.W.3d 212 (Tex. App.—Dallas 2001) (medical evidence not required to prove incapacity for maintenance)
- Roberts v. Roberts, 531 S.W.3d 224 (Tex. App.—San Antonio 2017) (proof of incapacity must be probative and can include lay testimony)
- Dow Chem. Co. v. Francis, 46 S.W.3d 237 (Tex. 2001) (factual‑sufficiency standard: set aside only if finding is against great weight and preponderance)
- In re Marriage of McFarland, 176 S.W.3d 650 (Tex. App.—Texarkana 2005) (retirement accounts may be illiquid for maintenance analysis due to tax/penalty consequences)
- Amos v. Amos, 79 S.W.3d 747 (Tex. App.—Corpus Christi–Edinburg 2002) (upholding maintenance where disability and minimal resources supported award)
- Newberry v. Newberry, 351 S.W.3d 552 (Tex. App.—El Paso 2011) (definition and standard for cruelty as ground for divorce)
- Ayala v. Ayala, 387 S.W.3d 721 (Tex. App.—Houston [1st Dist.] 2012) (conduct must render living together insupportable to constitute cruel treatment)
