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156 So. 3d 900
Miss. Ct. App.
2013
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Background

  • Divorce decree (Feb 20, 2009) ordered Leslie Shumake to pay Katarina $5,750/month in periodic alimony. Leslie immediately paid a reduced amount ($650/week).
  • Leslie filed bankruptcy (Chapter 13) on Feb 19, 2009 and sought modification of alimony, claiming inability to pay; multiple chancery-court proceedings followed (2009–2012).
  • Chancellor repeatedly allowed reduced weekly payments (effectively $650/week, later $750/week beginning Sept 2010) and delayed final resolution; hearing held Apr 27, 2011; final order entered Apr 12, 2012.
  • April 2012 judgment: temporary alimony $3,250/month until bankruptcy plan completion, then $4,225/month thereafter; ordered Leslie to pay $58,550 arrearage and reimburse daughter Rachel $13,361.50 from an MPACT account, with those payments suspended until bankruptcy plan completion.
  • Leslie appealed, challenging calculation of income/expenses, future alimony increase, arrearage amount, MPACT reimbursement, and delay in the court’s ruling.

Issues

Issue Plaintiff's Argument (Leslie) Defendant's Argument (Katarina) Held
Modification of periodic alimony amount Bankruptcy and changed finances make original/already-modified amounts unaffordable; requested further reduction to $350/week Chancellor should not reduce permanently to such a low amount; alimony may be adjusted but based on earning capacity Affirmed: Chancellor did not err reducing to $3,250/mo while in plan and increasing to $4,225/mo after; increase tied to disposable income post-bankruptcy and within chancellor's discretion
Authority to set future increased alimony (upon plan completion) Error: court lacked knowledge of future circumstances when ordering higher post-bankruptcy alimony Increase reasonable because bankruptcy payments would cease and disposable income would rise Held: No error—increase justified by present earning capacity and future reduction of bankruptcy obligations
Arrearage ($58,550) Court wrongly computed arrearage as if $5,750/mo always owed; prior orders effectively allowed reduced payments so arrearage should not be that sum Arrearage should be based on original decree unless formally reduced; November 2010 order was temporary Held: Reversed and rendered—$58,550 arrearage vacated because court had effectively allowed and later approved reduced payments ($650→$750/week), making large arrearage unjust
MPACT account reimbursement ($13,361.50 to Rachel) Error: Rachel had no ownership rights; Leslie had authority to cancel account and used funds to repay his mother Katarina sought reimbursement to daughter for funds removed Held: Reversed and rendered—no basis in record to order reimbursement to adult daughter who lacked ownership rights in the account
Delay in issuing order (~1 year after hearing) Prejudiced because judge could not recall testimony/exhibits after long delay No authority shown that delay caused prejudice; court retained record and memory Held: Procedurally barred and, on merits, no showing of actual prejudice; issue without merit

Key Cases Cited

  • Lowrey v. Lowrey, 25 So.3d 274 (Miss. 2009) (standard that chancellor’s factual findings are not disturbed unless manifestly wrong)
  • Sanderson v. Sanderson, 824 So.2d 623 (Miss. 2002) (same)
  • Dogan v. Dogan, 98 So.3d 1115 (Miss. Ct. App. 2012) (chancellor’s discretion in awarding alimony)
  • George v. George, 22 So.3d 424 (Miss. Ct. App. 2009) (alimony award left to chancellor’s discretion)
  • Holcombe v. Holcombe, 813 So.2d 700 (Miss. 2002) (authority to modify alimony upon substantial change in circumstances)
  • McDonald v. McDonald, 683 So.2d 929 (Miss. 1996) (modification standard discussion)
  • Ivison v. Ivison, 762 So.2d 329 (Miss. 2000) (change must not be anticipated at time of decree)
  • Varner v. Varner, 666 So.2d 493 (Miss. 1995) (bankruptcy alone does not constitute substantial change absent good-faith finding)
  • Edmonds v. Edmonds, 935 So.2d 980 (Miss. 2006) (procedural bar for arguments not properly preserved)
Read the full case

Case Details

Case Name: Shumake v. Shumake
Court Name: Court of Appeals of Mississippi
Date Published: Nov 26, 2013
Citations: 156 So. 3d 900; 2013 WL 6171303; 2013 Miss. App. LEXIS 807; No. 2012-CA-00718-COA
Docket Number: No. 2012-CA-00718-COA
Court Abbreviation: Miss. Ct. App.
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    Shumake v. Shumake, 156 So. 3d 900