In re Marriage of Petersen
2011 IL 110984
| Ill. | 2011Background
- Janet and Kevin Petersen married in 1983 and separated in 1996; dissolution judgment entered in 1999 with Janet having sole custody of three children.
- The 1999 decree reserved the issue of each party’s obligation to contribute to the children’s college or education expenses under §513.
- The parties incorporated a Custody and Visitation Agreement giving Janet final educational decision-making authority with Kevin to be consulted; the court retained jurisdiction to enforce the judgment.
- In 2007 Janet petitioned to allocate college expenses for Gregory (Cornell), Ian (Wake Forest/UT), and Ellis (Cal Poly) and sought future college expenses for Ellis.
- The circuit court awarded Kevin 75% of total college expenses, including past expenses; the appellate court partially affirmed and reversed, then the case reached the Illinois Supreme Court.
- The Supreme Court held that applying §510 to a reserved education issue is appropriate and remanded to recalculate Kevin’s share considering all relevant factors and potential depletion of Janet’s resources.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Does §510 apply to reserved education expenses? | Petersen argues §510 does not apply to §513 education expenses. | Petersen contends §510 governs modifications of reserved issues, including education. | Yes; §510 governs modifications of reserved education issues. |
| Can pre-petition education expenses be awarded? | Janet seeks recovery of pre-petition expenses under the reserved issue. | Kevin argues pre-petition expenses are not modifiable retroactively. | No; retroactive modification barred; pre-petition expenses not awardable. |
| Was the 75% share of education expenses proper? | Janet contends a fair allocation may be different given reserved-issue context. | Kevin argues the court’s discretion under §513 supports a substantial share for him. | The court reversed and remanded to recalculate, indicating the 75% allocation was improper as initially determined. |
| What factors govern postdecree educational expense allocations on remand? | Allocation should reflect all reasonable and necessary factors, including resources depleted by prior college costs. | Allocation should follow §513(b) factors with equity as the guiding standard. | Remand to recalculate using §513(b) factors and intact equities. |
Key Cases Cited
- In re Marriage of Sreenan, 81 Ill. App. 3d 1025 (1980) (treats §513 expenses as child support to be read with §505)
- In re Marriage of Coram, 86 Ill. App. 3d 845 (1980) (considers education expenses under §513 as child support)
- In re Marriage of Waller, 339 Ill. App. 3d 743 (2003) (references §513 education expenses as support-related)
- In re Marriage of Truhlar, 404 Ill. App. 3d 176 (2010) (notes relationship of §510 with education expenses)
- Nerini v. Nerini, 140 Ill. App. 3d 848 (1986) (discusses reservation as modification; in rem vs in personam)
- Conner v. Watkins, 158 Ill. App. 3d 759 (1987) (reservation of support issues and retroactive modification context)
- Sommer v. Borovic, 69 Ill. 2d 220 (1977) (retention of jurisdiction to modify for children's care)
- In re Madison H., 215 Ill. 2d 364 (2005) (interpretation of Illinois Marriage and Dissolution Act principles)
