Loyacano v. LoyacanoLoyacano v. Loyacano
Charlotte A. Hayes, New Orleans, for applicant-plaintiff on rehearing.
Jacob J. Meyer, Coleman, Dutrey, Thomson, Meyer & Jurisich, Lawrence D. Wiedemann, Wiedemann & Fransen, New Orleans, for defendant-respondent.
DENNIS, Justice.
The questions presented for decision in this case are: whether
In 1971 Mrs. Neila LeBlanc Loyacano was granted a divorce from her husband, Dr. Eugene Loyacano, on the grounds of living separate and apart for two years pursuant to
Mrs. Loyacano filed a rule to increase both the alimony and child support awards in May of 1974. Following an involved procedural history,1 during which Dr. Loyacano filed rules to reduce the child support award and reduce or revoke the alimony, hearings were held on the respective rules in October of 1975. Child support was awarded in the amount of $500 per month per child and the alimony was reduced to $300 per month. Both parties appealed to the court of appeal. The child support award was affirmed but the $300 per month alimony award was revoked. Loyacano v. Loyacano, 343 So.2d 365 (La.App. 4th Cir. 1977). We granted Mrs. Loyacano‘s application for certiorari to review the judgment revoking alimony.2 345 So.2d 57 (La.1977).
I.
Alimony after divorce is governed by
The argument based on federal constitutional grounds may have merit.5 We do not consider it here, however, for we agree that to allow only wives to collect alimony after divorce would amount at least to arbitrary and unreasonable discrimination against persons because of sex and thus a denial of equal protection under the Louisiana Constitution.6 Although not based solely on sex, such classifications for purposes of entitlement to alimony after divorce probably were founded on the assumption that all former husbands have sufficient means for their support, or that few divorced women have property and earnings out of which alimony could be paid, or upon both. If these propositions were ever true, common experience tells us that the deviations from them are now too numerous for the classifications to withstand equal protection challenge.7
The failure of the legislature to expressly authorize the allowance of alimony after divorce for male citizens, however, does not necessarily invalidate
In order to ascertain if there truly is no positive law either authorizing or prohibiting the allowance of alimony for divorced men we must carefully examine the legislative expressions in the light of the other articles of the Civil Code pertaining to the application and construction of laws.10 We are also mindful of the doctrine of reputable scholars, which teaches that civilian judges are not required to depend merely upon a logical analysis of the existing statutes, but may employ other recognized methods of interpretation. They may perform extensive exegesis to discover the original legislative intent; legislative texts may be interpreted so as to give them an application that is consistent with the contemporary conditions they are called upon to regulate; and a particular conflict of interests before the court may be resolved in accordance with the general policy considerations which induced legislative action rather than by reliance on logical deductions from the language of the text.11 Both the codal and the doctrinal principles should be employed to discover the meaning of the words of the law.
The general policy consideration and practical reason which appear to have induced the legislature to provide alimony after divorce was to prevent divorced women without sufficient means from becoming wards of the state.12 Although the legislative
Accordingly, the question of alimony for a husband after divorce is a civil matter upon which there is no express or implied law,16 and we are bound to proceed and decide according to equity.
II.
In the case at bar the original alimony award, contained in the 1971 divorce decree, was rendered with the consent of Dr. Loyacano. This consent amounted to a judicial admission on his part that his wife was entitled to alimony. Therefore, when Dr. Loyacano filed his rule to decrease or revoke the alimony, it was incumbent upon him to prove that Mrs. Loyacano‘s circumstances, or his own, had changed in order to obtain a reduction or revocation of the alimony. Bernhardt v. Bernhardt, 283 So.2d 226 (La.1973); Fisher v. Fisher, 320 So.2d 326 (La.App. 3d Cir. 1975).
Although Dr. Loyacano had remarried, he stipulated that he could pay any amount of alimony ordered by the court. Therefore, a change in his circumstances was not urged as the basis for the reduction or revocation of the previous alimony award.
Dr. Loyacano introduced evidence that his former wife owned assets valued approximately as follows: savings and loan certificates of deposit, $20,000; bank accounts, $1200; pension fund contributions, $2500; corporate stock, $5,625; 1974 automobile, $5,300 (original cost); 1975 automobile, $5,500 (original cost); house, $41,500. Her liabilities included: $28,500 indebtedness secured by a mortgage on the house; $6,000 certificate of deposit pledge to finance the purchase of an automobile. The evidence also reflected that Dr. Loyacano had given her, over a period of time, $25,000 in cash, part of which was used for a down payment on her house. Mrs. Loyacano had elected to be a fulltime mother and homemaker, and was not otherwise employed at the time of the trial, although she had been a wage earner in the past.17
The trial court found that Mrs. Loyacano‘s circumstances had changed favorably but that she still lacked means sufficient for her maintenance. Accordingly, her alimony was reduced from $1,000 to $300 per month. The court of appeal determined that the lower court‘s finding of insufficient means was manifestly erroneous in the light of Frederic v. Frederic, 302 So.2d 903 (La.1974), and Smith v. Smith, 217 La. 646, 47 So.2d 32 (1950), and set aside the alimony award.
In Smith v. Smith, this Court defined terms crucial to the requirement of
A number of dimensions have been added to these definitions in later decisions by this Court. The meaning of “maintenance” was enlarged to include “reasonable and necessary transportation or automobile expenses, medical and drug expenses, utilities, household expenses, and the income tax liability generated by the alimony payments made to the former wife.”18 In Frederic v. Frederic,19
All of these factors should be taken into consideration in determining whether alimony should be allowed, and, if so, in fixing the amount of the award. On the question of what extent of asset depletion, if any, should be required of a spouse before he or she may receive alimony, it is impossible to say what relative weight must be given to any one factor in a particular case. The court should instead apply a rule of reasonableness in light of all the factors named herein and any other circumstance relevant to the litigation. For example, in determining the rate at which a spouse may be required to deplete his or her assets, it may be pertinent to consider the mental and physical health of the parties, their age and life expectancy, the parties’ other financial responsibilities, the relative ability, education and work experience of the parties, and the potential effect of any contemplated depletion of assets upon the children of the marriage. The problem is of such a nature as to be insusceptible of solution by any exact formula or monetary index, and the court should proceed with great caution and due regard for the probable long range effects of any depletion contemplated.
Under the provisions of
According to the evidence of record in the instant case, Mrs. Loyacano owned property having a net value of approximately $46,000. Some of the assets were easily susceptible of liquidation while others could only be converted to cash with difficulty and perhaps great loss in utility and value. From our review of the trial judge‘s reasons for judgment it is apparent that he considered the factors which have been presented in the jurisprudence and some of the additional ones suggested in this opinion. It is clear that the court determined Mrs. Loyacano had some means but not sufficient means for her support. It is evident also that the trial court judgment will have the effect of requiring her to deplete her assets to some extent but not as rapidly as if no alimony had been allowed.
The trial judge‘s decision was not contrary to the principles of law announced here or in our previous opinions.
Under all of the circumstances presented, including the factors mentioned earlier such as the relative financial positions of the parties, the counterproductive effects of requiring a sale of the family home and the potential effects on the children, as well as the circumstances of the case, it appears that the trial judge exercised sound discretion, did not decide arbitrarily or wilfully, and reached a reasonable and just result.
For these reasons the judgment of the court of appeal is vacated and the judgment of the trial court is reinstated. All costs are assessed to the defendant-respondent.
MARCUS, J., concurs and assigns reasons.
SUMMERS, J., dissents.
SANDERS, C. J., dissents and assigns written reasons.
MARCUS, Justice (concurring).
I do not agree with the majority that to allow only wives to collect alimony after divorce would amount to arbitrary and unreasonable discrimination against persons because of sex and thus a denial of equal protection under
Moreover, I disagree with the majority that courts are permitted to allow alimony to a husband after divorce where the legislature has expressly allowed alimony after divorce only to a wife under conditions set forth in
However, I concur in the result reached by the majority because I do not consider that the trial judge abused his much discretion in allowing Mrs. Loyacano $300 per month alimony under the circumstances here presented.
Accordingly, I respectfully concur.
SANDERS, Chief Justice (dissenting).
Perhaps, the most obvious error in the judgment here is the postulation that the law is silent as to whether or not a husband is entitled to alimony after divorce.
The language of the article clearly excludes a husband‘s entitlement to alimony from the wife. This exclusion is reinforced by the history of the article. Article 301 of the Code Napoleon (1804) allowed either husband or wife in necessitous circumstances to receive alimony if he or she had obtained a divorce. This provision was omitted in the
On March 19, 1827, the Legislature in “An Act Relative to Divorces” provided for alimony after divorce for the first time. The alimony was limited to “the wife who has obtained the divorce” and payable “out of the property of her husband.” The identical provision was later reenacted in Act 307 of 1855. The provision was later incorporated in the
Under
The divorced wife in the present case has the following assets: savings and loan certificates of deposit, $20,000; bank accounts, $1,200; pension fund accumulations, $2,500; corporate stock, $5,625; 1974 automobile, original cost $5,300; 1975 automobile, original cost $5,500; house, $41,500. The husband gave the wife $25,000, a part of which was used as a down payment on her house. The home mortgage indebtedness was $28,500, and a $6,000 certificate of deposit was pledged to secure an unspecified balance on the purchase of an automobile.
As used in
In Ward v. Ward, supra, this Court stated:
“Under
Louisiana Civil Code Article 160 , alimony after divorce is in the nature of a pension, obtainable by the former wife only when she has not been at fault and when she has not sufficient means for her support. Frederic v. Frederic, La., 302 So.2d 903 (1974); Bernhardt v. Bernhardt, La., 283 So.2d 226 (1973); Hays v. Hays, 240 La. 708, 124 So.2d 917 (1960); Brown v. Harris, 225 La. 320, 72 So.2d 746 (1954). This alimony after divorce is not awarded in an amount sufficient to support the former wife in the manner in which she is accustomed to live; rather, it is awarded in an amount sufficient to provide for her maintenance, which includes food, clothing, shelter, and other basic necessities; and the wife has the burden of establishing her necessitous circumstances. Bernhardt v. Bernhardt, supra; Vicknair v. Johnson (Vicknair), 237 La. 1032, 112 So.2d 702 (1959); Stabler v. Stabler, 226 La. 70, 75 So.2d 12 (1954).”
At the time of the trial, the crucial time for the alimony determination, the wife in the present case clearly had sufficient means for her support. Liquid assets included the bank accounts ($1,200); the corporate stock ($5,625); and the unpledged certificates of deposit ($14,000), aggregating in excess of $20,000. If the home equity is considered, the wife‘s means are more than $33,000.
In Smith v. Smith, 217 La. 646, 47 So.2d 32 (1950), the Court held that a wife with $20,000 in war bonds, notes, and an automobile had sufficient means.
In Stabler v. Stabler, 226 La. 70, 75 So.2d 12 (1954), the Court held that a wife whose share of the community was valued at $20,000 had sufficient means.
In Fruehan v. Fruehan, La.App., 153 So.2d 75 (1963), the Court of Appeal affirmed the trial court‘s decision that $13,000 in cash and interest bearing notes constituted sufficient means.
In Rabun v. Rabun, 232 La. 1004, 95 So.2d 635 (1957), the wife who had assets of $11,000, consisting of $3,700 in cash, equity in a mortgaged home, and an interest bearing promissory note was held to have sufficient means when considered in connection with a monthly salary of $125.
In Frederic v. Frederic, La., 302 So.2d 903 (1974), this Court held that a wife who had received a check for $20,700, representing her share in the community real estate and had an unliquidated half interest in other community assets had sufficient means and was not entitled to post-divorce alimony. This Court stated:
“As used in Article 160 reference to ‘means for her maintenance’ refers primarily to food, shelter and clothing. Rabun v. Rabun, 232 La. 1004, 95 So.2d 635 (1957); Stabler v. Stabler, 226 La. 70, 75 So.2d 12 (1954).
“The test is not whether the wife has the means to support herself in the manner to which she is accustomed to live, but what will provide her with sufficient means for her maintenance, Vicknair v. Vicknair, 237 La. 1032, 112 So.2d 702 (1959), the wife having the burden of establishing her necessitous circumstances. Malone v. Malone, 260 La. 759, 257 So.2d 397 (1970). The amount necessary for maintenance of a divorced wife is to be determined by the circumstances of each particular case. Brown v. Harris, 225 La. 320, 72 So.2d 746 (1954); Wilmot v. Wilmot, 223 La. 221, 65 So.2d 321 (1953).
“And in determining means for the wife‘s maintenance, her income is not the sole consideration. All of her means must be regarded to determine their sufficiency for her maintenance. Smith v. Smith, 217 La. 646, 47 So.2d 32 (1950).”
Applying the principles of these decisions, I am of the opinion that the Court of Appeal correctly denied the wife alimony at this time. See La.App., 343 So.2d 365 (1977). I would affirm that judgment.
For the reasons assigned, I respectfully dissent.
ON REHEARING
SANDERS, Chief Justice.
The major issue presented here is whether
We now hold that although
The background facts, as stated on original hearing, are as follows:
“In 1971 Mrs. Neila LeBlanc Loyacano was granted a divorce from her husband, Dr. Eugene Loyacano, on the grounds of living separate and apart for two years pursuant to
Louisiana Revised Statute 9:301 . The default divorce judgment provided Mrs. Loyacano with $1,000 per month alimony and $1,000 per month for the support of their two minor children. Dr. Loyacano voluntarily supplemented these payments with extra sums which were discontinued upon his remarriage in February of 1974.“Mrs. Loyacano filed a rule to increase both the alimony and child support awards in May of 1974. Following an involved procedural history, during which Dr. Loyacano filed rules to reduce the child support award and reduce or revoke the alimony, hearings were held on the respective rules in October of 1975. Child support was awarded in the amount of $500 per month per child and the alimony was reduced to $300 per month. Both parties appealed to the court of appeal. The child support award was affirmed but the $300 per month alimony award was revoked.”
In this Court, the wife seeks restoration of the alimony award.
I.
Does
The very first article of the Civil Code provides that “[l]aw is a solemn expression of legislative will.”
The language of
On March 19, 1827, the Legislature in “An Act Relative to Divorces” provided for alimony after divorce for the first time. The alimony was limited to “the wife who has obtained the divorce” and payable “out of the property of her husband.” The identical provision was later reenacted in Act 307 of 1855. The provision was later incorporated in the
II.
Is
It is well settled that equal protection of the law does not require that all persons in all matters be treated in exactly the same manner; neither does it prohibit all classifications.
“No person shall be denied the equal protection of the laws. No law shall discriminate against a person because of race or religious ideas, beliefs, or affiliations. No law shall arbitrarily, capriciously, or unreasonably discriminate against a person because of birth, age, sex, culture, physical condition, or political ideas or affiliations.” (Emphasis added.)
The section prohibits only arbitrary and unreasonable classification. If a classification is not arbitrary or unreasonable, it has no constitutional infirmity.
We interpreted the foregoing constitutional provision in State v. Barton, La., 315 So.2d 289 (1975), as follows:
“The first sentence of the section was intended only as a restatement of the federal equal protection guarantee . . . The second sentence (which uses absolute language), in comparison with the third sentence (which employs the arbitrary, capricious, or unreasonable formula), permits no discrimination because of race or religious ideas, beliefs, or affiliations.
“The third sentence delineates the limitation on the power of the state to discriminate by law against persons of specified classes, including members of either sex. The limitation imposed does not absolutely preclude the legislature from defining the range of persons affected by legislation according to the various classes listed in the section; rather, it proscribes the unreasonable or arbitrary definition of those affected according to class. Accordingly, if the discrimination that results from the legislative classification is found to be within reason, the statute is not in violation of the constitution.”