Kathleen Zink v. Bryan Zink
147 A.3d 75
| Vt. | 2016Background
- Parties divorced in 2007 by stipulation; husband ordered to pay permanent spousal maintenance of $1,800/month.
- By 2015 wife moved from the former condominium, obtained employment (UVM) and receives retirement and Social Security income; her housing costs decreased.
- Husband is a self-employed truck driver, later remarried and moved into a house; reports effective annual earnings ~$40,000 and increased housing expenses; household has ~ $50,000 equity.
- Husband sometimes paid less than $1,800/month and told wife he could not afford the full amount; wife sometimes suggested accepting lower sums so she would receive something.
- Trial court found no enforceable modification agreement, concluded husband failed to show a “real, substantial, and unanticipated” change in circumstances, enforced arrears ($42,542) but found husband presently unable to pay and denied contempt/fees.
- Supreme Court reversed on changed-circumstances standard and remanded for further proceedings, also directing the trial court to address whether wife’s conduct constituted waiver/estoppel as to past arrears.
Issues
| Issue | Plaintiff's Argument (Zink) | Defendant's Argument (Zink) | Held |
|---|---|---|---|
| Whether husband demonstrated a "real, substantial, and unanticipated" change of circumstances warranting modification of permanent spousal maintenance | Husband: increased housing costs from remarriage and wife’s increased income/reduced needs amount to changed circumstances justifying modification | Wife: these events were foreseeable and thus not "unanticipated"; maintenance should remain as ordered | Court: Trial court applied incorrect standard ("realm of ordinary foresight"); remanded because the factual record could support a finding of unanticipated change relative to assumptions at divorce |
| Whether parties’ repeated reduced payments over years constituted an enforceable modification, waiver, or equitable estoppel barring wife’s claim for past arrears | Husband: wife agreed to accept reduced payments over years; that agreement should bar enforcement of full arrears | Wife: modifications cannot be effective before the date of a filed motion to modify; she did not agree to permanently alter the court order | Court: Modification of the court order cannot be retroactive before the motion filing date; but whether wife’s conduct effected a waiver/estoppel as to past-due installments is distinct and must be addressed on remand |
Key Cases Cited
- Herring v. Herring, 24 A.3d 574 (Vt. 2011) ("unanticipated" analyzed by comparing facts considered at divorce to later events affecting income)
- Taylor v. Taylor, 819 A.2d 684 (Vt. 2003) (changes in income or remarriage can warrant modification of maintenance)
- Hausermann v. Hausermann, 75 A.3d 608 (Vt. 2013) (trial court may set modification effective as of any reasonable date on or after filing of motion)
- Shaw v. Shaw, 648 A.2d 836 (Vt. 1994) (modification requires showing that contingency was not considered in original award)
- Quenneville v. Buttolph, 833 A.2d 1263 (Vt. 2003) (appellate review standard for overturning trial court factual findings)
