In Re: Marriage Of Jose Ocasio-santiago, App/cross-resp And Kimberley Ocasio, Resp/cross-app
48066-2
| Wash. Ct. App. | Mar 28, 2017Background
- Jose Ocasio-Santiago and Kimberley Rockwood divorced after a long marriage; Jose remained on active duty in the U.S. Army throughout the marriage and at appeal.
- The dissolution decree awarded Rockwood spousal maintenance of $2,457.04 per month beginning June 1, 2014, ending upon Jose’s retirement; the decree also awarded Rockwood 47% of Jose’s military retirement based on net disposable retirement pay and included a QDRO.
- Defense Finance and Accounting Service (DFAS) requested a clarifying order because the decretal language did not specify a clear percentage or fixed amount of retirement pay to be paid to Rockwood.
- Jose moved to modify spousal maintenance (or vacate under CR 60(b)), arguing his retirement date had shifted and Rockwood had achieved employment and benefits; a commissioner denied vacatur and clarified the pension division, awarding fees to Rockwood.
- On revision, the superior court reduced maintenance to $1,400/month for six months beginning Sept. 1, 2015, then terminated it, denied vacatur, and each party was to bear their own attorney fees.
- Jose appealed the clarifying order and revision ruling; Rockwood cross-appealed the reduction of maintenance and sought attorney fees on appeal.
Issues
| Issue | Ocasio-Santiago's Argument | Rockwood's Argument | Held |
|---|---|---|---|
| Whether the clarifying order and revision improperly divided military/disability benefits and violated federal law or substantively modified the decree | The clarifying order and revision exceeded clarification, altered decree, and conflicted with federal preemption principles | Issues weren’t preserved below; trial court had no chance to correct; no manifest constitutional error shown | Not considered on the merits: Jose failed to preserve the arguments and they were not manifest constitutional errors |
| Whether there was a substantial change in circumstances warranting modification of spousal maintenance | Maintenance shouldn’t be reduced because no substantial change occurred; original terms (ending at retirement) controlled | Rockwood’s new permanent Army employment with benefits was a substantial and material change reducing need | Modification affirmed: trial court did not abuse discretion in reducing amount and duration |
| Whether shortening the duration of maintenance was improper | Shortening could force disproportionate burden on Jose if he delayed retirement; decree only said termination on retirement | Court may set duration it deems just; Rockwood’s employment and similar incomes justified limiting duration | Affirmed: trial court acted within discretion to limit duration to six months then terminate |
| Whether Rockwood should receive attorney fees (trial and appellate) | N/A (respondent/cross-appellant sought fees) | Superior court commissioner had awarded fees; on revision judge denied them; on appeal Rockwood sought fees but failed to file required affidavit | Fees denied: trial court’s denial affirmed; appellate fee request denied for failure to timely file financial declaration |
Key Cases Cited
- State v. O’Hara, 167 Wn.2d 91 (2009) (preservation rule and purpose of allowing trial court to correct errors)
- Armstrong v. Exceptional Child Ctr., Inc., 135 S. Ct. 1378 (2015) (Supremacy Clause does not itself create a cause of action or federal right enforceable without more)
- In re Marriage of Bowen, 168 Wn. App. 581 (2012) (trial court has broad discretion in property distribution and appellate review is deferential)
- In re Marriage of Littlefield, 133 Wn.2d 39 (1997) (standards for abuse of discretion)
- In re Marriage of Ochsner, 47 Wn. App. 520 (1987) (change in employment can be a substantial change of circumstances for maintenance modification)
- Lambert v. Lambert, 66 Wn.2d 503 (1965) (definition of "change of circumstances" for maintenance modification)
- In re Marriage of Spreen, 107 Wn. App. 341 (2001) (trial court discretion on maintenance duration; facts determine reasonable length)
- Mellon v. Reg’l Tr. Servs. Corp., 182 Wn. App. 476 (2014) (discussion of federal preemption and Supremacy Clause interpretation)
- In re Marriage of Tomsovic, 118 Wn. App. 96 (2003) (a substantial change is an unanticipated fact arising after decree)
- In re Marriage of Raskob, 183 Wn. App. 503 (2014) (timeliness requirement for filing financial declaration to support attorney-fee requests)
