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JUAN CARLOS JULIA v. MARTHA JULIA
263 So. 3d 795
| Fla. Dist. Ct. App. | 2019
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Background

  • Juan Carlos Julia (former husband) appealed the final dissolution judgment and post-judgment orders awarding permanent alimony, child support allocations, retroactive child support, and pension division to Martha Julia (former wife).
  • Trial court awarded permanent alimony to wife, set alimony amount based on husband’s gross income, and apportioned regular child support ~60/40 (husband/wife) in a later order.
  • Trial court allocated collateral child support (noncovered medical, dental, extracurricular) 80/20 (husband/wife) in the final judgment and later entered a different percentage for regular support without reconciling the two.
  • Trial court awarded retroactive child support but the husband argued he should receive credit for mortgage payments he made for the marital home during the pendency of the dissolution.
  • Trial court awarded the wife one-half of the husband’s pension without excluding pension accrual that occurred before the parties’ second marriage.

Issues

Issue Julia's Argument Martha's Argument Held
Whether the trial court made the statutory finding required to award permanent alimony that no other form of alimony is fair and reasonable Trial court failed to make the required statutory finding Trial court implicitly justified permanent alimony by award Reversed and remanded for the required explicit finding under §61.08(8)
Whether alimony award was improperly calculated from gross instead of net income Alimony amount was based on gross income; net income is the proper measure Trial court used gross income in calculating award Reversed and remanded for determination of net income and modification if needed (net income governs support)
Whether collateral child support was improperly apportioned 80/20 when regular support was ~60/40 Collateral expenses must follow the same percentage as regular child support absent a logical rationale Trial court set different percentages without explaining rationale Reversed portion ordering 80/20; remand to either justify disparity or align collateral split with regular support percentages
Whether retroactive child support award failed to consider husband’s mortgage payments during dissolution pendency Husband paid mortgage for marital home; those payments are in-kind contributions and must be considered/credited Trial court did not credit mortgage payments in worksheet Reversed; remand to consider mortgage payments in calculating retroactive support
Whether court erred by awarding wife half of pension including amounts accrued before their second marriage Husband earned pension benefits before marriage; premarital accruals are not marital assets and husband must prove pre-marital share Trial court awarded one-half without excluding premarital portion Reversed; remand to determine and exclude pre-marital pension accrual and adjust distribution

Key Cases Cited

  • Jordan v. Jordan, 199 So. 3d 343 (Fla. 4th DCA 2016) (trial court must expressly find no other form of alimony is fair and reasonable)
  • Rentel v. Rentel, 124 So. 3d 993 (Fla. 4th DCA 2013) (net income, not gross, is relevant for support calculations)
  • Zinovoy v. Zinovoy, 50 So. 3d 763 (Fla. 2d DCA 2010) (collateral child expenses should be allocated in same percentage as child support absent rationale)
  • Demmi v. Demmi, 186 So. 3d 1144 (Fla. 1st DCA 2016) (reapportionment of noncovered medical expenses must match child support shares)
  • Wilcox v. Munoz, 35 So. 3d 136 (Fla. 2d DCA 2010) (error to equally divide collateral expenses when child support percentages are unequal)
  • Weaver v. Weaver, 95 So. 3d 1029 (Fla. 2d DCA 2012) (remand to align collateral expenses with child support shares)
  • Bond v. Bond, 224 So. 3d 874 (Fla. 2d DCA 2017) (mortgage/housing payments by one party are in-kind contributions for child support purposes)
  • Jacob v. Jacob, 26 So. 3d 11 (Fla. 2d DCA 2009) (trial court must factor mortgage/utilities/upkeep payments into child support calculation)
  • Schafstall v. Schafstall, 211 So. 3d 1108 (Fla. 3d DCA 2017) (value of mortgage payments must be included as in-kind contributions in income calculations)
  • Scott v. Scott, 888 So. 2d 81 (Fla. 1st DCA 2004) (premarital contributions to pensions are excluded from marital asset distribution)
  • Downey v. Downey, 843 So. 2d 932 (Fla. 4th DCA 2003) (only marital portion of pension is distributable)
  • Childers v. Childers, 640 So. 2d 108 (Fla. 4th DCA 1994) (burden on pensioner to prove portion accrued before marriage)
  • Blythe v. Blythe, 592 So. 2d 353 (Fla. 4th DCA 1992) (error to allocate pension portion that accrued before marriage to other spouse)
Read the full case

Case Details

Case Name: JUAN CARLOS JULIA v. MARTHA JULIA
Court Name: District Court of Appeal of Florida
Date Published: Jan 16, 2019
Citation: 263 So. 3d 795
Docket Number: 17-2261
Court Abbreviation: Fla. Dist. Ct. App.