Janis VODA
v.
Andrew B. VODA.
Supreme Court of Mississippi.
*1153 Suzanne Baker Steele, Attorney for Appellant.
Gary L. Roberts, Attorney for Appellee.
En Banc.
MILLS, Justice, for the Court:
¶ 1. Frоm a judgment of divorce in the Jackson County Chancery Court, Janis Voda appeals. She complains of the failure to properly weigh appropriate factors while refusing to grant lump sum alimony, periodic alimony, rehabilitative alimony, or attorney's fees. Although the chancellor failed to detail his consideration of the alimony factors in this case, we do not find this error fatal to the decision. Janis specifically raises the following issues:
I. WHETHER THE LOWER COURT ERRED IN REFUSING TO AWARD JANIS VODA PERIODIC OR REHABILITATIVE ALIMONY
II. WHETHER THE LOWER COURT ERRED IN FAILING TO APPLY THE APPROPRIATE FACTORS TO DETERMINE WHETHER OR NOT TO AWARD LUMP SUM ALIMONY AND PERIODIC ALIMONY
III. WHETHER THE LOWER COURT IN MANIFEST ERROR IN DIVIDING *1154 THE PARTIES' RETIREMENT ASSETS
IV. WHETHER THE LOWER COURT IN ERROR WHEN IT DENIED JANIS VODA'S REQUEST FOR ATTORNEY'S FEES
STATEMENT OF FACTS
¶ 2. Andy and Janis Voda were married on July 27, 1985, and finally separated in October 1994. Two children were born during the marriage: Britini, born September 29, 1987, and Garret born February 24, 1992. A divorce was granted to Janis on the ground of statutory adultery on October 7, 1996.
¶ 3. At the time of trial, Janis was 35 years old and held a Baсhelor's degree in Polymer Science from the University of Southern Mississippi. She had worked at Ingalls Shipyard for $24,000 per year before Garret was born. Andy was working as a salesperson for Lokring, Inc. His salary consisted of a base of $35,000 per year, a $6,000 per year auto allowance, and a 2% sales commission. Janis estimates his total income is around $50,000. The couple owned two pieces of property. A lot and house were purchased in 1993 and Andy lived there during a previous separation. The couple paid $33,100 for the property. At trial, it had an outstanding debt of $28,833. The couple also owned a debt-free lot on Margie Moore Street purchased for $25,000.
¶ 4. Janis and Andy both have retirement accounts. At the time of triаl, Janis's account contained $16,555.40 and Andy's account contained $48,251.41. Andy also noted that Janis took control of two brokerage accounts worth $3937.50 at separation. The couple had a joint bank account which contained $20,000. Janis tоok $10,000 out of this account and paid her parents for what she considered a loan to purchase the Margie Moore property.
¶ 5. At the time of separation, Andy was driving a 1991 Toyota with $7,300 equity. Janis was driving a 1983 Nissan Maxima station wagon which she did nоt insure and later wrecked. After the separation, Janis incurred $2,000 worth of credit card bills and $4,800 in attorney's fees. At trial, Andy was still liable for $1,300-$1,400 for family medical bills.
¶ 6. The chancellor (1) ordered Andy to pay $600 per month in child support, (2) ratified the agreement оf the parties as to personal property, (3) ordered Andy to continue to provide health insurance for Janis for 18 months, (4) gave the Margie Moore property and the two stock brokerage accounts to Janis, (5) gave the Criswell Strеet property to Andy, (6) gave each party a deduction for a child on their income tax, (7) denied Janis's request for attorney's fees, (8) awarded each party their respective 401(k) plans, (9) ordered Andy to be responsible for the crеdit card debt, (10) and awarded each party one life insurance policy. On motion to reconsider, Andy agreed and was ordered to pay Janis $208 per month for 9 months so that she could purchase an automobile.
I. WHETHER THE LOWER COURT ERRED IN REFUSING TO AWARD JANIS VODA PERIODIC OR REHABILITATIVE ALIMONY
II. WHETHER THE LOWER COURT ERRED IN FAILING TO APPLY THE APPROPRIATE FACTORS TO DETERMINE WHETHER OR NOT TO AWARD LUMP SUM ALIMONY AND PERIODIC ALIMONY
¶ 7. Our standard of review for an award of alimony is very clear. Such awards are left to the discretion of the chancellor. Armstrong v. Armstrong,
¶ 8. The standard is the same for periodic and rehabilitative аlimony. Rehabilitative alimony is simply a variation, an additional tool to be used in the chancellor's discretion. Hubbard v. Hubbard,
¶ 9. Lump sum alimony is a final settlement between husband and wife which cannot be modified absent fraud. Armstrong,
¶ 10. With any type of alimony award, the factors for the chancellor's consideration are as follows:
A. Income and expenses of the parties
B. Health and earning capacities of the parties
C. Needs of each party
D. Obligations and assets of each party
E. Length of the marriage
F. Presence or absence of minor children in the home
G. Age of the parties
H. Standard of living of the parties during marriage and at suрport determination
I. Tax consequences of the spousal support order
J. Fault or misconduct
K. Wasteful dissipation of assets by either party
L. Any other equitable factors
Parsons v. Parsons,
¶ 11. We presume on appeal that the chancellor has taken all factors into consideration. Tanner v. Tanner,
This Court has the power to affirm, reverse, or modify the decree appealed from, or it may reverse in part and affirm in part, or remand for a new hearing, and where all the facts necessary to enable it to do justice are contained in the record, it may make such order with respect to alimony or allowances as the trial court should have made. The essential facts are in the record; and there is no need to remand the cause for a rehearing.
Lowry v. Lowry,
¶ 12. Therefore, our inquiry becomes whether the facts support the chancellor's award. To make this determination, we must consider the factors.
A. Income and expenses of the parties
¶ 13. At the time of trial, Andy's net monthly income was $2,754.25, and he listed his expenses totalling $3037.00 including *1156 a $550 temporary alimony payment to Janis. On her financial statement, Janis also listed a $25 income from the "sale of puppies and kittens." She claimed personal expenses of $1,838.12 per month.
B. Health and earning capacities of the parties
¶ 14. Both parties are in good health. Andy has a Master's degree in Business Administration and projected a gross income of $46,000 for the year of 1996. Janis has a bachelor's degree in Polymer Science, and she testified her highest salary before leaving work at Ingalls in 1991 was between $24,000 and $26,000. Janis obviously has a lower earning capacity than Andy and has been unemployed for some time.
C. Needs of each party
¶ 15. As discussed above, each party has his or her respective financial nеeds. Otherwise, no special needs are apparent.
D. Obligations and assets of each party
¶ 16. Janis had control of the following assets at the time of trial: (1) the Margie Moore lot valued at over $25,000, (2) her 401(k) plan containing $16,555, (3) two stock accounts containing $2,937, (4) an income tax refund check for $900 and (5) $20,000 cash from a joint bank account. Janis used $10,000 of the money in the joint account to pay her parents for a debt allegedly incurred during the marriage. No written obligation was produced and Andy denied the indebtedness. Otherwise, Janis's only liability will be property tax on the Margie Moore lot.
¶ 17. Janis was involved in an automobile accident and had no insurance. This destroyed the value of her automobile.
¶ 18. Andy had control of the following assets at the time of trial: (1) the Criswell рroperty with a purchase price of $33,100 and outstanding debt of $28,833, (2) $7,300 in equity in a 1991 Toyota 4-Runner, (3) $3,000 from a joint account, (4) his 401(k) plan containing $48,251, (5) and an income tax refund check for $900. At the time of the separation, Andy Voda only had $2,800 equity in the car he was driving. His employer has paid for the additional equity in his vehicle since that time. Janis accrued $1,300 in credit card debt for which Andy is now obligated. Andy is liable for his property tax, $4,428 of Janis's health insurance premiums, and $1,872 in car payments for Janis.
E. Length of the marriage
¶ 19. The parties were married for 11 years.
F. Presence or absence of minor children in the home
¶ 20. The parties were awarded joint legal custody of the 2 minor children, Britini and Garret. Janis was awarded primary physical custody subject to detailed visitation rights. Andy has been ordered to contribute $600 per month for child support. This should cover the children's expenses оf $561.48.
G. Age of the parties
¶ 21. Janis was born November 13, 1960, and Andy was born April 17, 1961. Both parties were 35 years old at the time of trial.
H. Standard of living of the parties during marriage and at support determination
¶ 22. The parties, both before and after the marriage, maintained a middle-clаss standard of income.
I. Tax consequences of spousal support order
¶ 23. Janis will not be taxed on payments made to her by Andy since the settlement order does not characterize these payments as alimony. Both parties will be responsible for their respective property taxes.
*1157 J. Fault or misconduct
¶ 24. Janis was granted a divorce on statutory adultery grounds.
K. Wasteful dissipation of assets by either party
¶ 25. There is no evidence of waste by the parties.
L. Other equitable factors
¶ 26. The record reflects no other factors used to determine the chancellor's award.
¶ 27. Andy's share of the property totals $57,378 and Janis's share of the property totals $55,392. These amounts have been reduced by debts of the parties that are owing or have been paid since the separation. The lower court ordered Andy to pay $4,428 of Janis's health insurance premiums and $1,872 in car payments for Janis. While this award was not labeled alimony, we determine an alimony award based on the substance, not the label. Bowe v. Bowe,
III. WHETHER THE LOWER COURT WAS IN MANIFEST ERROR IN DIVIDING THE PARTIES' RETIREMENT ASSETS
¶ 28. The lower court did not include the balancing factors in the record when distributing the retirement assets. While these factors are to be considered, as discussed earlier this is not manifest error. In addition, making an equitable division of marital property does not mandate an equal division. Love v. Love,
IV. WHETHER THE LOWER COURT ERRED WHEN IT DENIED JANIS VODA'S REQUEST FOR ATTORNEY'S FEES
¶ 29. The party seeking attorney's fees is required to clear some evidentiary hurdles before fees may be awarded. If the record is insufficient to show an inability by the requesting party to pay attorney's fees, it would be an abuse of discretion to award them. Johnson,
¶ 30. The chancellor's decision was equitable. All the evidence points to this conclusion. Each item was not distributed equally, but this is not required. This Court has the ability to weigh the factors for alimony and property distribution to decide if there was an abuse of discretion evеn when the chancellor did not include his balancing of these factors on the record. We find satisfactory proof supporting the learned chancellor's ruling. Therefore, the judgment of the Jackson County Chancery Court is affirmed.
¶ 31. AFFIRMED.
*1158 PRATHER, C.J., and McRAE, JAMES L. ROBERTS, Jr., SMITH and WALLER, JJ., concur.
BANKS, J., dissents with separate written opinion joined by SULLIVAN and PITTMAN, P.JJ.
BANKS, Justice, dissenting:
¶ 32. In this case, the trial court did not properly examine the factors giving rise to support through lump sum, periodic, or rehabilitative alimony, or any combination thereof. In my view, the chanсellor's failure to delineate all the factors on the record makes it unclear as to whether the awards were equitable. Without a proper examination of the necessary factors on the record, it cannot be determined whether the chancellor even considered the factors in making the awards. Therefore, I would vacate the judgment below and remand this case to the lower court with instructions that it explicitly consider and address the applicable factors on the record. It is for this reason that I, respectfully, dissent.
SULLIVAN and PITTMAN, P.JJ., join this opinion.
