Jose Manuel MARTINEZ, Appellant,
v.
Patricia Dee MARTINEZ, Appellee.
District Court of Appeal of Florida, First District.
*39 T. Sol Johnson of Johnson, Green & Locklin, P.A., Milton, for appellant.
Michael A. Morris of Myrick & Davis, P.A., Pensacola, for appellee.
ZEHMER, Judge.
Jоse Martinez and Patricia Dee Martinez were married for nine years, during which they adopted two young children. The marriage eventually ended in failure and a judgment for dissolution. Mr. Martinez now appeals that judgment, complaining of error in the entry of the following provisions:
(1) that "Mr. Martinez shall be designated as the children's interim primary residential parent";
(2) that "[t]he children shall remain at their school, Creative Learning Center, during this interim period of time";
(3) that "Mr. Martinez shall pay to Mrs. Martinez as rehabilitative alimony the sum of $2,000 per month... for a period of three years";
(4) that "[t]he Court hereby reserves jurisdiction in order to effect a partition sale of the [marital] home. The said former marital home shall be listed for sale and sold by the parties as soon as reasоnably practicable";
(5) that "[i]f Mr. Martinez has a special equity in the marital home ..., it is offset by the contributions that came from Mrs. Martinez's parents"; and
(6) that "Mr. Martinez shall be responsible for the payment of Mrs. Martinez's reasonable legal fees and taxable costs incurred."
(Emphasis added.) Concluding there is error in respect to each point argued by Mr. Martinez, we reverse and remand for entry of a judgment modified in accordance with this opinion.
I. Designation of "Interim" Primary Residential Parent
In the final judgment, after reciting that "[b]oth of the parties are presently undergoing a significant lifestyle transformation," and that "it is a little bit uncertain at this time for this Court to fashion a hard and fast final decision with respect to which parent should be designated as the children's `final primary residential parent'," the circuit court ordered that "Mr. Martinez shall be designated as the children's interim primary residential parent" and noted that "[t]his ruling will hold fast and stand for a period of two years, at which time the Court will re-examine and make a decision that should be final and *40 binding." Mr. Martinez contends that since he is the person found to be the proper primary residential parent, the trial court abused its discretion in designating him an "interim" primary residential parent and requiring the parties to relitigate the custody issue in two years rather than proceeding by modification of this award based on a showing of a material change in circumstances. He points out that he cannot make any permanent plans for housing and care of the children so long as their ultimate custody is open to change without such a showing.
We agree with appellant's argument on this point. The issue of primary residential responsibility was ripe for decision when the case came on for final hearing, and it was the obligation of the court to enter a judgment determining this issue with finality, subject to subsequent modification upon a substantial change in circumstances. Section 61.13(2)(b)1, Florida Statutes (1989), provides that "[t]he court shall determine all matters relating to the custody of each minor child of the parties in accordance with the best interests of the child and in accordance with the Uniform Child Custody Jurisdiction Act." Section 61.1326, a provision of the UCCJA, provides that:
[a] custody decree rendered by a court of this state which has jurisdiction ... binds all parties who have been served in this state or notified ... or who have submitted to the jurisdiction of the court, and who have been given an opportunity to be heard. As to these parties, the custody decree is conclusive as to all issues of law and fact decided and as to the custody determination made unless and until that determinatiоn is modified pursuant to law, including the provisions of this act.
(Emphasis added.) As a general rule, when a cause is submitted to a court for determination and the court renders its judgment, "there should always be as much finality as possible ..., not only for the benefit of the parties and the court, but also for the public and any third persons who may have to look at the records for guidance in dealing with the litigants." 46 Am.Jur.2d Judgments § 379 (1969). See also Irving Trust Co. v. Kaplan,
Accordingly, we hold that the trial court abused its discretion in ruling that Mr. *41 Martinez would be the "interim primary residential parent" and requiring the parties to return before the court in two years to continue litigating this issue for the court to "make a decision that should be final and binding." The child custody issue was properly before the court at the final hearing, and both parties presented evidence on the children's best interests assuming either party were designаted the primary residential parent. After hearing this evidence, the court specifically found that it was in the children's best interest that Mr. Martinez should be the primary residential parent and this finding is supported by competent substantial evidence. There was evidence that due to Mrs. Martinez's physical and emotional condition, she could not serve as the primary residential parent at this time or at any specific time in the future. There was nothing in this record precluding the court from making a final decision on custody at the time of the hearing. There was no evidence to support the court's decision to provide a two-yеar delay, as distinguished from some other period of time, in making that decision. This ruling thus erroneously deprived the final judgment of the statutorily-required finality. Therefore, we vacate the designation of Mr. Martinez as "interim" residential parent and remand with directions to award Mr. Martinez permanent primary residential responsibility, subject to future modification in accordance with the general law of modification upon a showing of substantial change in circumstances. See § 61.1326, Fla. Stat. (1989). See also Avery v. Avery,
II. Specification of a Particular School
The final judgment ordered that both children remain at the Creative Learning Center (CLC), where they had previously attended school, during the two-year period of time that Mr. Martinеz was to serve as the "interim" primary residential parent. This requirement was based on the court's finding that "the welfare and the best interests of the children will be better served if their stability with respect to the Creative Learning Center, teachers and schoolmates, remains the same." Mr. Martinez does not object to providing private education for his children, but he contends that the court abused its discretion in ordering him to continue the children's enrollment at CLC because: (1) the primary residential parent should be permitted to choose the school that the children will attend in the absence of agreement between both pаrents, (2) he is financially unable to continue the children's education at that particular school, and (3) he should not be compelled to continue an unhappy relationship at the school manifested by hostility between him and the school's principal, who has been and continues to be Mrs. Martinez's paramour and a primary cause of the dissolution of the marriage. Again we agree with appellant.
Section 61.13(2)(b)2.a, Florida Statutes (1989), provides that:
[i]n ordering shared parental responsibility, the court may consider the expressed desires of the parents and may grant to one party the ultimate responsibility ovеr specific aspects of the child's welfare or may divide those responsibilities between the parties based on the best interest of the child. Areas of responsibility may include primary residence, education, medical and dental care, and any other responsibilities which the court finds unique to a particular family.
(Emphasis added.) This statutory language contemplates that parents, not the courts, have the responsibility of determining where their children will attend school. In situations where the parents are unable to agree on the education of their children, the court is required to designate, based on the best interests of the children, one parent to have the ultimate responsibility for making decisions regarding that specific aspect of the children's welfare. See, for example, Vasquez v. Vasquez,
In this case, while neither parent has objected to providing private education for the children, they disagree on the school that the children should attend. Mrs. Martinez wants the children to remain at CLC in the interest of maintaining their stability in a familiar environment. Mr. Martinez objects to the children remaining at CLC, arguing that he is financially unable to pay the high cost of that school's tuition (contending it is the most expensive private school in Escambia County) due to other financial provisions in the final judgment, that he objects to being forced to continuously deal with his wife's paramour at the school, and that the children's education could be continued at another fine private school in the Pensacola area at a more reasonable cost. We find nothing in the evidence to suggest it is in the children's best interest that Mrs. Martinez make the choice of education rather than the primary residential parent, Mr. Martinez. There is no finding, nor any evidence to support a finding, that the children have any special needs that require them to remain at CLC. The record does not support a finding that Mr. Martinez has the financial ability to continue paying the tuitiоn and costs for the children to attend CLC while meeting his other financial obligations contained in the final judgment of dissolution. For these reasons, we hold that the lower court erred as a matter of law in requiring Mr. Martinez to continue the children's education at the specified school. § 61.13(2)(b)2.a, Fla. Stat. (1989); Wilson v. Wilson,
Accordingly, we vacate the provision in the final judgment ordering Mr. Martinez to continue the children's education at CLC with directions that he be designated the party to make such decisions.
III. Use and Sale of the Marital Home
The final judgment reserves jurisdiction "in order to effect a partition sale оf the [marital] home," and orders that the marital home "be listed for sale and sold" as soon as practicable, and "the net proceeds derived therefrom shall be equally divided." The judgment also provides that "if Mr. Martinez chooses to reside in the marital home pending sale, he may do so with the children and shall make the mortgage payments so long as he resides in the marital home."
*43 Mr. Martinez first contends that the lower court erred in not allowing the children and him to continue to reside in the marital home during the children's minority. We note that as a general rule, absent special circumstances, the primary residential parent should be awarded exclusive use and possession of the marital home until the youngest child reaches majority. In Zeller v. Zeller,
In this case, the court made no findings that special circumstances exist which justify denying Mr. Martinez, as the primary residential parent, exclusive use and possession of the marital home until the youngest child reaches majority. The evidence prоved that the children have established friends in this neighborhood. The parties concede that neither of them requested that the marital home be sold, and neither parent has shown any intention to disrupt the children's lives by moving out of this home to one in another area. Allowing Mr. Martinez to remain in the marital home until the youngest child reaches majority will serve to maintain the children's desired stability with respect to their friends, family, and surroundings.
Both Mr. and Mrs. Martinez agree that the court erred in ordering the house sold at this time because neither party agreed or requested partition of the marital home. In dissolution proceedings, the court has nо authority to partition jointly-held property in the absence of the parties' agreement or a specific pleading requesting partition. Britt v. Britt,
Since the pleadings did not request partition and sale of the marital home, and the evidence established no other apparent basis for denying Mr. Martinez, the primary residential parent, the exclusive use and possession of the marital home until both children reach majority, we vacate these provisions of the final judgment and remand with directions to reconsider this issue.
IV. Rehabilitative Alimony
The final judgment ordered Mr. Martinez to pay his former wife $2,000 per month for a period of three years as rehabilitative alimony. Mr. Martinez contends that she is not entitled to any rehabilitative alimony because she was unfaithful to him during the marriage, and also because she did not forsake or abandon a career for the sake of the marriage. Mr. Martinez further contends that even if Mrs. Martinez is entitled to rehabilitative alimony, the court abused *44 its discretion in awarding $2,000 per month in view of his other financial obligations under the final judgment.
We do not agree with appellant that Mrs. Martinez is not entitled to any rehabilitative alimony. In Canakaris v. Canakaris,
Considering the other financial provisions of the final judgment and Mr. Martinez's monthly income and expenses, however, we conclude that the court abused its discretion in setting the amount of rehabilitative alimony at $2,000 per month. The amount of rehabilitative alimony awarded must be reasonable in terms of the recipient's need and the paying spouse's ability to pay. See Mundy v. Mundy, supra. Our review of the record discloses that the amount of this alimony award was excessive, both in view of Mrs. Martinez's needs and Mr. Martinez's ability to pay. Mrs. Martinеz's financial affidavit reflects monthly expenses based on her being the primary residential parent paying all expenses for the marital home and support of the two children. Adjustment of her claimed expenses by eliminating those attributable to maintenance of the marital home and providing child support (she is not the primary residential parent, does not live in the marital home, and provides no child support under the final judgment), reveals that her monthly expenses are significantly less than the $2,000 per month allowed by the trial court. Furthermore, the record does not support a finding that Mr. Martinez has the financial ability to pay $2,000 per month alimony after providing for the child support expenses allocated to him in the final judgment. Subtracting monthly expenses for the marital home mortgage payment ($1,042),[2] the children's school tuition ($640), the cost of a full-time housekeeper and caretaker for the children ($800),[3] totaling $2,482, from Mr. Martinez's monthly net income of $4,976, leaves only $2,494 per month to cover all remaining expenses for himself, the children and his former wife's monthly alimony award of $2,000. We conclude that the amount of the rehabilitative alimony award was clearly excessive in light of Mrs. Martinez's demonstrated needs and Mr. Martinez's ability to pay. See Kaylor v. Kaylor,
We vacate the amount of the rehabilitative alimony award and remand for a redetermination of a reasonable amount based on a more reasonable and realistic view of Mrs. Martinez's needs and Mr. Martinez's ability to pay.
V. The Special Equity Issue
The final judgment effectively denied Mr. Martinez any financial benefit from his special equity in the marital hоme jointly owned as tenants by the entireties. It recites that "[i]f Mr. Martinez has a special equity in the marital home ..., it is offset by the contributions that came from Mrs. Martinez's parents." Mr. Martinez contends that he established a special equity based on his contribution of $23,000 towards the purchase of the marital home out of funds received from the sale of a condominium that he owned prior to the marriage. He argues that the trial court erred in offsetting against that special equity a $25,000 gift from Mrs. Martinez's parents to his former wife, because that gift was made to both of them and a gift to both parties jointly cannot constitute an offset against оne party's special equity. Mrs. Martinez concedes that Mr. Martinez has a special equity in the marital home, but contends that his claim is properly offset by the $25,000 gift, claiming that her parents gave it to her alone as a contribution towards the purchase price of the marital home.
There is no question that Mr. Martinez's $23,000 contribution from the sale of his condominium towards the purchase price of the marital home entitles him to a special equity in the jointly-owned marital home. Landay v. Landay,
It is well established that where a party outside of the marriage makes a loan to the husband and wife jointly, neither of them is entitled to a special equity based on that gift. See McCarthy v. McCarthy,
However, the evidence reveals that the parties held title to the Island Drive home as tenants by the entireties. Both the husband and the wife were legally obligated under the mortgage and note, and any forgiveness thereof flowed equally to both parties. In addition, the testimony of the husband's father itself undercuts the finding of a gift to the husband alone. The husband's father testified that he forgave the entire mortgage obligation over the course of four years.
at 1340. The court also observed that the record revealed the father's intent was to make a tax-free gift by forgiving the mortgage over four years, which, due to the amount of the mortgage and note and restrictions on gift taxes under the Internal Revenue Code, would require that the gift be made to both the husband and the wife. The court held that there was no competent evidence in the record to support the trial court's finding of a special equity in the husband. Id.
Likewise, as there is no evidence in the record now before us which supports a finding that the wife held a special equity in the marital home by reason of the $25,000 gift from her father, we vacate the ruling in the final judgment offsetting that gift against Mr. Martinez's special equity in the home.
VI. The Attorney's Fee Issue.
The final judgment ordered Mr. Martinez to pay all of Mrs. Martinez's attorney's fees. Mr. Martinez contends that the trial judge abused his discretion in ordering him to pay Mrs. Martinez's attorney's fees, arguing that after the assets are divided, the parties are in a nearly equal financial position with equal ability to pay their own attorney's fees, and therefore, that it is еrror to diminish his distributive share by requiring him to pay the wife's attorney's fees.
Section 61.16, Florida Statutes (1989), provides that:
[t]he trial court may from time to time, after considering the financial resources of both parties, order a party to pay a reasonable amount for attorney's fees, suit money, and the cost to the other party of maintaining or defending any proceeding under this chapter... .
In McIntyre v. McIntyre,
In this case, the parties concede that the final judgment made a nearly equal distribution of the parties' assets, and our review of the judgment and the record on appeal confirms this fact.[4] It appears, however, that after the distribution of assets and the allocation of Mr. Martinez's monthly income in accordance with final judgment, Mr. Martinez is in no better position than Mrs. Martinez to pay her attorney's fees. The balance remaining in Mr. Martinez's bank account was approximately $1,600 as of July 1989 and, as discussed above, his monthly income remaining after payment of his monthly expenses is barely sufficient to support the children and himself. The trial court has previously ordered Mr. Martinez to pay approximately $8,400 in temporary attorney's fees to Mrs. Martinez's attorney, which forced Mr. Martinez to liquidate non-marital assets in order to pay the fee. Mrs. Martinez's attorney claims an additional $15,000 in fees is now due. Realistically, the only remaining source for payment of *47 these additional fees is both parties' equity in the marital home after it has been sold or from the liquidation of the distributed property. Mrs. Martinez has a substantial amount of jewelry that could be liquidated to pay these fees as easily as any of the other assets of the parties.
Since there is no showing on this record that Mr. Martinez is more capable than Mrs. Martinez of paying her attorney's fees under the final judgment, the court abused its discretion in ordering him to pay all of his former wife's attorney's fees. See Cummings v. Cummings,
Accordingly, the provision of the final judgment requiring Mr. Martinez to pay Mrs. Martinez's attorney's fees is vacated. Since this cause must be remanded for further proceedings and entry of a modified judgment, the trial court, after settling upon a restructured division of assets and allocation of monthly income, should reconsider the matter of attorney's fees.
REVERSED AND REMANDED.
SHIVERS, C.J., concurs.
JOANOS, J., concurs and dissents with written opinion.
JOANOS, Judge, concurring and dissenting.
I concur specially in some of the results reached by the majority opinion. Under the circumstances of this case, it was error to establish an interim residency for the children. The issue of custody was ripe and a decision permanent in nature, except as to future modification according to law, should have been made. Because it was a part of the interim arrangement, the requirement that the children remain at a particular school was likewise in error. It was also error, under the circumstances, to order sale or partition of the house because neither party had requested it, and it was not necessary to accomplish any other reasonable purpose.
I dissent from the other determinations reached in the majority opinion as to the rehabilitative alimony, the equities in regard to the ownership of the marital home, and the award of attorney's fees. The awards made by the trial judge on these points were well within the discretion afforded him under the law of our state.
NOTES
Notes
[1] But cf. Schein v. Schein,
[2] There is no evidence that the monthly mortgage payment of $1,042 is excessive.
[3] Prior to the dissolution of their marriage and while Mrs. Martinez had temporary custody of the children pending final hearing, Mrs. Martinez was unemployed but nevertheless hired a full-time housekeeper and caretaker for the children. Mrs. Martinez does not contend that $800 per month for those services is excessive.
[4] Omitting the marital home which continues to be jointly owned, the approximate value of the assets distributed to Mr. Martinez was $58,000 and the approximate value of the assets distributed to Mrs. Martinez was $62,000.
