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Patrick Francis Heiter v. Lindalyn Heiter
192 So. 3d 992
| Miss. | 2016
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Background

  • Patrick and Lindalyn divorced in 2001; Patrick was ordered to pay $650/month alimony.
  • At the time of divorce Lindalyn had diminished mental capacity and later was placed under a guardianship for her estate.
  • Patrick petitioned in 2011 to terminate or reduce alimony, alleging Lindalyn cohabited with a man (Curtis) and received SSI benefits.
  • Evidence showed Lindalyn has cognitive impairments, cannot manage finances or hold employment, and relies on retirement assets plus the $650 alimony; Curtis and Lindalyn provided mutual, partial financial support while Curtis was on disability.
  • The chancery court found Patrick proved cohabitation and mutual support but concluded Lindalyn’s financial needs were not sufficiently reduced because she must cohabit to survive; it denied modification and awarded Lindalyn unpaid attorney’s fees.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether alimony may be terminated or reduced based on cohabitation/mutual support Heiter: Lindalyn cohabits with a man who provides support, creating a material change warranting termination/reduction Lindalyn: She and Curtis do not change her need for alimony; she must cohabit due to incapacity and still needs support Chancery and Supreme Court: Cohabitation + mutual support proven, but Patrick failed to show Lindalyn’s financial needs were altered enough to modify alimony; denial affirmed
Whether proof of cohabitation raises a presumption of material change and shifts burden Heiter: Presumption applies and shifts the burden to Lindalyn to disprove altered needs Lindalyn: Presumption may exist but she can show unique facts (incapacity) that preserve need for alimony Court: Adopts Scharwath rule — cohabitation creates a presumption and shifts burden; here Lindalyn produced evidence showing her needs remain and rebutted reduction
Whether awarding unpaid attorney’s fees to Lindalyn was an abuse of discretion Heiter: Award was improper or excessive Lindalyn: She lacks monthly income and would have to withdraw retirement funds (with penalties) to pay fees Court: Chancellor did not abuse discretion; fee award upheld because Lindalyn lacks present ability to pay without harming assets

Key Cases Cited

  • Powell v. Campbell, 912 So. 2d 978 (Miss. 2005) (standards for reviewing chancery findings)
  • Hotboxxx, LLC v. City of Gulfport, 154 So. 3d 21 (Miss. 2015) (abuse-of-discretion review)
  • McDonald v. McDonald, 683 So. 2d 929 (Miss. 1996) (alimony modification requires substantial change)
  • Rubisoff v. Rubisoff, 133 So. 2d 534 (Miss. 1961) (chancery court may revoke future alimony for post-divorce misconduct)
  • McRae v. McRae, 381 So. 2d 1052 (Miss. 1980) (misconduct evaluated case-by-case)
  • McHann v. McHann, 383 So. 2d 823 (Miss. 1980) (forfeiture of support for post-divorce adultery under certain facts)
  • Hammonds v. Hammonds, 641 So. 2d 1211 (Miss. 1994) (focus on financial effect of cohabitation; two-prong test)
  • Ellis v. Ellis, 651 So. 2d 1068 (Miss. 1995) (remand to determine cohabitation, support, and changed needs)
  • Scharwath v. Scharwath, 702 So. 2d 1210 (Miss. 1997) (adopts Florida rule: cohabitation creates presumption of material change)
  • Brooks v. Brooks, 652 So. 2d 1113 (Miss. 1995) (chancellor’s discretion on attorney’s fees in divorce matters)
Read the full case

Case Details

Case Name: Patrick Francis Heiter v. Lindalyn Heiter
Court Name: Mississippi Supreme Court
Date Published: Jun 9, 2016
Citation: 192 So. 3d 992
Docket Number: 2014-CA-01227-SCT
Court Abbreviation: Miss.