ELLEN DUFF-KAREORES vs. CHRISTOPHER KAREORES.
Supreme Judicial Court of Massachusetts
June 15, 2016
474 Mass. 528 (2016)
Essex. February 10, 2016. - June 15, 2016. Present: GANTS, C.J., SPINA, CORDY, BOTSFORD, DUFFLY, LENK, & HINES, JJ.
In a divorce action in which the Probate and Family Court judge concluded that, under the Alimony Reform Act of 2011, St. 2011, c. 124, the length of the parties’ marriage for purposes of calculating the durational limits of a general term alimony award to the wife was the period from the date of the parties’ first marriage through the date that the husband was served with a complaint in the instant (i.e., second) divorce, although the judge did not err in including in the over-all length of marriage the length of the parties’ first marriage and a period of cohabitation subsequent to their first divorce in which they had engaged in an economic marital partnership and maintained a common household, the judge erred in including the period from the date of service of the divorce complaint in the first marriage to the date the cohabitation began during which the parties were neither legally married nor engaged in an economic marital partnership. [532-540]
COMPLAINT for divorce filed in the Essex Division of the Probate and Family Court Department on June 19, 2013.
The case was heard by Peter C. DiGangi, J.
The Supreme Judicial Court on its own initiative transferred the case from the Appeals Court.
James P. Hall (Jaclyn Martin also present) for Christopher Kareores.
John Foskett for Ellen Duff-Kareores.
DUFFLY, J. Ellen Duff-Kareores and Christopher Kareores were first married to each other in May, 1995; two children were born of the marriage before the parties divorced in 2004. The parties’ divorce agreement, which was incorporated in the divorce judgment, obligated Christopher to, among other things, pay Ellen alimony in the amount of $7,600 per month. Beginning in 2007, Christopher resumed living with Ellen and the children in what had been the marital residence. In December, 2012, the parties remarried. In June, 2013, Ellen filed a complaint for divorce on the ground of an irretrievable breakdown of the marriage and
This case requires us to decide whether the judge correctly construed
Background. We summarize the judge‘s findings of fact, supplemented by undisputed facts in the record and reserving certain facts for later discussion. See Pierce v. Pierce, 455 Mass. 286, 288 (2009). The parties first married on May 20, 1995. Ellen was employed full time as a registered nurse, and Christopher was working as a medical resident. Their first child, a daughter, was born in 1997; their son was born in 2001. Soon after the birth of their first child, at around the time that Christopher completed his medical training and began employment as a fully qualified physician, Ellen left her position as a registered nurse to attend to
In April, 2003, Ellen served Christopher with a divorce complaint, and in 2004, a divorce judgment nisi issued that incorporated the parties’ separation agreement. The agreement included merged provisions relating to their minor children, alimony, and life and medical insurance, as well as provisions related to property division that did not merge. The agreement required Christopher to pay alimony to Ellen in the amount of $7,600 per month.1 As provided under the terms of the agreement, the parties refinanced their mortgage so that Ellen could purchase Christopher‘s interest in the family home, and she continued to live there with the children.
In May, 2007, Christopher moved back into the family home and the parties began a period of cohabitation, which continued until they were remarried in December, 2012. The judge found that, after Christopher returned to living in the family home, “the parties functioned exactly as they had during their previous marriage,” with Christopher acting as the primary wage earner and Ellen as the primary caretaker of the children and the home. During this period, and throughout the second marriage, Christopher continued to pay Ellen a monthly amount that was consistent with the alimony order under the first divorce judgment. Six weeks after the second marriage, at Ellen‘s request, Christopher moved out of the family residence. On July 18, 2013, Ellen served Christopher with a complaint for divorce.
The judge who conducted the second divorce trial concluded that, throughout their eighteen-year relationship, the parties enjoyed an upper-middle income lifestyle. At the time of trial on the second divorce, Ellen was fifty-three years old and Christopher was fifty-one. Christopher was in good health and Ellen suffered from fibromyalgia and sarcoidosis.2 The judge found that Ellen “testified credibly that these [illnesses cause] symptoms [that]
The judge found that the length of the second marriage was six months. However, the judge found that
“the parties’ economic marital partnership began during their cohabitation period prior to the marriage. The parties began living together in May, 2007 (6.17 years). Additionally, the parties were married for 7.83 years prior to their first divorce. The parties have been in a relationship, with only a brief period of separation, for eighteen years (i.e. the number of years between the parties’ first marriage and the date of service on the current Complaint for Divorce).”
The judge concluded that “[b]oth parties contributed to their financial success throughout the course of their relationship,” but Ellen contributed “more” because she “worked part-time and was, for the most part, fully responsible for the child care and homemaking responsibilities.”4
A judgment nisi was entered on the parties’ second divorce on December 5, 2014. Under the terms of the judgment, Christopher was ordered to pay Ellen weekly general term alimony in the amount of $1,106 for a period of fourteen years. In making this determination, the judge considered the required factors under
Discussion. Christopher contends that the judge exceeded his authority in the amount and duration of alimony awarded, in the division of the marital assets, and in the allocation of the children‘s educational expenses. The thrust of Christopher‘s argument is that the judge‘s erroneous calculation of the length of the parties’ marriage, based on their economic marital relationship, “clearly controlled” all of the judge‘s findings.
Because the parties’ second marriage lasted only six months, the question we confront is whether the judge properly included within the “length of the marriage” all or any portion of the following: the period of approximately five and one-half years during which the parties lived together after the first marriage
“the number of months from the date of legal marriage to the date of service of a complaint or petition for divorce or separate support duly filed in a court . . .; provided, however, that the court may increase the length of the marriage if there is evidence that the parties’ economic marital partnership began during their cohabitation period prior to the marriage.”
The terms “economic marital partnership” and “cohabitation” are not defined in
“(i) oral or written statements or representations made to third parties regarding the relationship of the persons;
“(ii) the economic interdependence of the couple or economic dependence of [one] person on the other;
“(iii) the persons engaging in conduct and collaborative roles in furtherance of their life together;
“(iv) the benefit in the life of either or both of the persons from their relationship;
“(v) the community reputation of the persons as a couple; or
“(vi) other relevant and material factors.”
Viewing the statute as a whole, we conclude that the Legislature intended to use the terms cohabitation, economic marital partnership, and common household to describe a relationship that, if established, would affect a court order for alimony, either by increasing the amount and duration of alimony ordered or by reducing, suspending, or eliminating the award. As explained,
Given the use of the term “cohabitation” in each of these provisions, and their similar purpose to permit an adjustment of the
Further, the act also establishes presumptive termination dates for general term alimony, which are calculated based on the length of the marriage.10 A judge determining the appropriate duration of alimony payments may make a deviation beyond the time limits only if “the judge makes a written finding that deviation . . . is required in the interest of justice.” Holmes v. Holmes, supra at 654. See
Here, the judge concluded that the length of the marriage was eighteen years, and awarded general term alimony to Ellen for a durational period of fourteen years, a period consistent with a marriage of between fifteen to twenty years. See
The testimony before the judge in this regard included statements of both parties that, during the period of cohabitation, they presented to their community as an “intact family“; Ellen called Christopher her “husband” and Christopher conceded that he “may” have called Ellen his “wife“; they gave each other rings to wear in place of their wedding bands; Christopher was able to see and have daily interaction with his children; he could participate in their activities within and outside the home; and the family planned and took vacations together. Christopher also testified that, during the period of cohabitation, he and Ellen engaged in a “joint effort . . . to figure out the children‘s schedule,” although at times his work schedule took priority because he was the primary breadwinner. During this period, Christopher continued to pay Ellen $7,600 per month, the amount of the award under the first judgment, and Ellen paid the majority of the expenses of running the parties’ combined household. At some point, around 2010, Christopher paid for certain improvements to the family home and began contributing towards the utilities. He did not pay an additional amount to Ellen designated as rent. The parties maintained separate bank accounts during both the period of cohabitation and their second marriage.
Based on the above, the judge concluded that, during the period of cohabitation, “the parties functioned exactly as they had during their previous marriage,” with Christopher in the role of “the primary wage earner” and Ellen in the role of “the primary homemaker and caretaker for the children.” The judge‘s findings of fact support his conclusion, based on the statutory factors, that the parties were engaged in an economic marital partnership and maintained a common household during their period of cohabitation. See
Christopher argues that the judge‘s finding that an economic marital partnership existed was erroneous because Christopher continued to pay alimony to Ellen during the period of cohabitation, as required by the terms of the first divorce judgment. He contends, in essence, that an economic marital partnership cannot be a product of a court order. This argument misses the mark. A judgment requiring payment of alimony does not contemplate a shared life; rather, alimony payments make it possible for a spouse to support himself or herself and the parties’ children in a lifestyle similar to that which had been enjoyed by the family during the marriage, even though the spouse who had been the breadwinner is no longer part of the household. See Pierce v. Pierce, 455 Mass. 286, 296 (2009) (“If a supporting spouse has the ability to pay, the recipient spouse‘s need for support is generally the amount needed to allow that spouse to maintain the lifestyle he or she enjoyed prior to termination of the marriage“).
While it often may be the case that there is some measure of mutual dependence and benefit enjoyed by formerly married parties where one party is paying the other court-ordered alimony, that alone would not convert court-ordered payments into an economic marital partnership. But the situation is different where a party continues to make such payments after he or she returns to live in the former marital home with the former spouse and enjoys the benefits of daily family interaction and connection, and the parties present themselves to the community as married, as was the case here. We conclude that there was no error in the judge‘s decision to include in the length of the parties’ marriage the approximately five and one-half years that the parties lived together and maintained a common household. This conclusion is supported by the judge‘s findings that the parties both “contributed to the economic marital partnership” during that time period. The determination also is consistent with the Legislature‘s manifest intent to include within the length of a marriage that period of cohabitation during which the parties are engaged in an eco-
We turn to the length of the parties’ first marriage. The alimony reform act does not provide direct guidance on the calculation to be used where two individuals previously were married to each other, subsequently were divorced, remarried, and then were divorced a second time.12 As discussed above, however, the act expressly provides a judge with discretion to increase the length of a marriage for purposes of calculation of alimony where there is evidence that the parties’ economic marital partnership began prior to the marriage during a period of the parties’ cohabitation. See
There was no evidence introduced that the parties’ relationship during this period was different from any other two individuals who previously had been married and thereafter shared custody of their children, with one former spouse obligated to make family support payments to the other. Immediately following the first divorce, unlike their subsequent period of cohabitation, the parties did not share a primary residence, did not present themselves to their community or otherwise refer to each other as husband and wife, and did not plan their daily activities and schedules together. Merely paying court-ordered support, and having amicable arrangements for care of the children, does not, without more, define an economic marital partnership. We conclude that the judge erred in including this period as part of his calculation of the length of the marriage. For purposes of calculating alimony in this case, the length of the parties’ marriage does not include the time from the date of service of the divorce complaint in the first marriage in April, 2003, until the period of cohabitation began in May, 2007.
Ellen contends that, even if this period is excluded, the alimony
Moreover, while a judge has discretion to deviate from a presumptive alimony award, such a deviation must be made “upon written findings that deviation is necessary.”
Conclusion. Because the alimony award was based on an incorrect calculation of the length of the parties’ marriage, the judgment establishing the amount and duration of alimony is vacated. The matter is remanded to the Probate and Family Court for further proceedings consistent with this opinion. On remand, in light of the revised length of marriage, Christopher may seek reconsideration of the division of marital property and the allocation of educational expenses for the children.
So ordered.
Notes
“(1) If the length of the marriage is [five] years or less, general term alimony shall continue for not longer than one-half of the number of months of the marriage.
“(2) If the length of the marriage is [ten] years or less, but more than [five] years, general term alimony shall continue for not longer than [sixty] percent of the number of months of the marriage.
“(3) If the length of the marriage is [fifteen] years or less, but more than [ten] years, general term alimony shall continue for not longer than [seventy] per cent of the number of months of the marriage.
“(4) If the length of the marriage is [twenty] years or less, but more than [fifteen] years, general term alimony shall continue for not longer than [eighty] per cent of the number of months of the marriage.”
