STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
09-929
BLANE GUILLORY
VERSUS
RACHEL CEFALU GUILLORY
**********
APPEAL FROM THE TWENTY-SEVENTH JUDICIAL DISTRICT COURT PARISH OF ST. LANDRY, NO. 07-C-6411-B HONORABLE ELLIS J. DAIGLE, DISTRICT JUDGE
MARC T. AMY JUDGE
Court composed of Sylvia R. Cooks, Marc T. Amy, and Elizabeth A. Pickett, Judges.
AFFIRMED.
Howard C. Dejean 111 North Court Street Opelousas, LA 70571 (337) 942-1149 COUNSEL FOR PLAINTIFF/APPELLEE: Blane Guillory
Errol L. Cormier 315 South College Road, Suite 108 Lafayette, LA 70503 (337) 237-2100 COUNSEL FOR DEFENDANT/APPELLANT: Rachel Cefalu Guillory AMY, Judge.
The trial court awarded the defendant interim spousal support. The defendant
appeals, asserting the trial court erred in calculating the total sum of the award and
awarding credits against the judgment to the plaintiff for various payments he made
to the defendant. For the following reasons, we affirm.
Factual and Procedural History
The plaintiff and defendant were married on August 5, 2006, in St. Landry
Parish. They lived together as husband and wife until December 2007, when the
plaintiff moved out of the family residence. On December 12, 2007, the plaintiff filed
a petition for divorce under La.Civ.Code art. 102, in addition to a partition of
community property and request to be granted exclusive use of the family residence
in Opelousas. The parties reached an agreement granting the plaintiff exclusive use
of that residence.
On December 20, 2007, the defendant filed a rule for both interim and final
spousal support. A trial on the divorce and request for final spousal support was
scheduled for August 4, 2008. A hearing in regard to the issue of whether the
defendant was entitled to interim spousal support was scheduled for September 9,
2008. On August 15, 2008, the trial court granted the parties a divorce and denied the
defendant’s request for final spousal support and/or extension of interim spousal
support.
The defendant appealed the judgment denying final spousal support and/or
extension of spousal support. This court affirmed the trial court’s judgment. See
Guillory v. Guillory, 08-1375 (La.App. 3 Cir. 4/1/09), 7 So.3d 144.
A hearing to determine whether the defendant was entitled to interim spousal
support was held on September 9, 2008. The trial court awarded the defendant interim spousal support in the amount of $32,294.16 minus a $17,234.41 credit to the
plaintiff for payments made, for a final award amount of $15,056.75 for the period
of time between March 1, 2008 and August 15, 2008. It determined that from the
December separation until March 1, 2008, the plaintiff continued to pay all of the
defendant’s household, automobile, insurance and personal expenses, in addition to
allowing her to live in the family residence despite a judgment awarding the use and
occupancy to himself. Also, the plaintiff transferred to the defendant $25,000.00 at
the time of separation for her expenses and paid approximately $6,000.00 for the
defendant to furnish her new townhome. The trial court reasoned that because the
defendant enjoyed the same standard of living and all her “needs” were met at the
defendant’s expense, the defendant was not entitled to interim spousal support for the
months of December, January, and February, but was entitled to $32,294.16 for the
period of time between March and August 2008.
The defendant now appeals asserting two assignments of error. First, she
argues that the trial court was manifestly erroneous in determining she was only
entitled to $32,294.16 in interim spousal support. The defendant argues that the trial
court erred in calculating her “need” by an “inappropriate consideration of [her]
actual expenses after the separation of the parties” as opposed to the consideration of
the “standard of living of the parties during the marriage.” Specifically, the defendant
contends the trial court’s award should be increased for housing expenses, food,
household supplies, laundry and cleaning, utilities, holiday expenses, vacations,
entertainment, pet expenses, and transportation. Second, the defendant asserts that
the trial court committed manifest error in crediting the plaintiff for a $1500.00
2 payment which was paid from the couple’s joint checking account, in addition to, a
$6,000.00 credit card payment.
Discussion
Interim Spousal Support
Louisiana Civil Code Article 113 provides that a “court may award a party an
interim spousal support allowance based upon the needs of that party, the ability of
the other party to pay, and the standard of living of the parties during the marriage.
. . .” The party claiming entitlement to interim spousal support has the burden of
proving his or her need. Derouen v. Derouen, 04-1137 (La.App. 3 Cir. 2/2/05), 893
So.2d 981. “A claimant demonstrates need for interim spousal support if she
establishes that she lacks sufficient income or the ability to earn a sufficient income
‘to sustain the style or standard of living that [s]he enjoyed while [s]he resided with
the other spouse.’” Id. at 984, quoting January v. January, 94-882, 94-883, p. 3
(La.App. 3 Cir. 2/1/95), 649 So.2d 1133, 1136. The trial court enjoys considerable
discretion in determining whether a claimant is entitled to interim spousal support,
and thus, its decision will not be overturned on appeal absent a clear abuse of
discretion. Derouen, 893 So.2d 891.
Needs
The defendant argues that the trial court erred in its calculation of her needs,
in that the calculation “revolves around the Trial Court’s inappropriate consideration
of the claimant spouse’s actual expenses after the separation of the parties[.]”
Specifically, the defendant disputes the trial court’s award amount for housing
expenses, food, household supplies, laundry and cleaning, utilities, holiday expenses,
vacations, entertainment, pet expenses, and transportation.
3 The trial court categorized the expenses pursuant to testimony and estimates
submitted by both parties of their monthly earning and expenses for the year 2007.
The trial court found that “[c]onsiderable evidence was presented to the Court
establishing that [the plaintiff] and [the defendant] enjoyed a very substantial standard
of living during their marriage.”
Housing
During the marriage, the parties resided in a 2,500 square foot, four-bedroom
home. In March 2007, the defendant moved out of that residence and leased a three-
bedroom townhome at a monthly rate of $1,100.00. The defendant’s estimated
monthly expenses for the marital residence included $1,612.00 for the mortgage,
$434.98 for homeowner’s insurance, $20.00 for flood insurance, $350.00 for yard
care, $100.00 for maintenance, $20.00 for pest control, $400.00 for maid service, and
$100.00 for pool maintenance. In its reasons for judgment, the trial court found that
all of the itemized “housing” amounts in the defendant’s expenses were for both
parties use, enjoyment, and maintenance of the home during the marriage. It noted
that the defendant’s rental amount for the townhome included many of the itemized
categories such as expenses for yard care and maintenance. Accordingly, the trial
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STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
09-929
BLANE GUILLORY
VERSUS
RACHEL CEFALU GUILLORY
**********
APPEAL FROM THE TWENTY-SEVENTH JUDICIAL DISTRICT COURT PARISH OF ST. LANDRY, NO. 07-C-6411-B HONORABLE ELLIS J. DAIGLE, DISTRICT JUDGE
MARC T. AMY JUDGE
Court composed of Sylvia R. Cooks, Marc T. Amy, and Elizabeth A. Pickett, Judges.
AFFIRMED.
Howard C. Dejean 111 North Court Street Opelousas, LA 70571 (337) 942-1149 COUNSEL FOR PLAINTIFF/APPELLEE: Blane Guillory
Errol L. Cormier 315 South College Road, Suite 108 Lafayette, LA 70503 (337) 237-2100 COUNSEL FOR DEFENDANT/APPELLANT: Rachel Cefalu Guillory AMY, Judge.
The trial court awarded the defendant interim spousal support. The defendant
appeals, asserting the trial court erred in calculating the total sum of the award and
awarding credits against the judgment to the plaintiff for various payments he made
to the defendant. For the following reasons, we affirm.
Factual and Procedural History
The plaintiff and defendant were married on August 5, 2006, in St. Landry
Parish. They lived together as husband and wife until December 2007, when the
plaintiff moved out of the family residence. On December 12, 2007, the plaintiff filed
a petition for divorce under La.Civ.Code art. 102, in addition to a partition of
community property and request to be granted exclusive use of the family residence
in Opelousas. The parties reached an agreement granting the plaintiff exclusive use
of that residence.
On December 20, 2007, the defendant filed a rule for both interim and final
spousal support. A trial on the divorce and request for final spousal support was
scheduled for August 4, 2008. A hearing in regard to the issue of whether the
defendant was entitled to interim spousal support was scheduled for September 9,
2008. On August 15, 2008, the trial court granted the parties a divorce and denied the
defendant’s request for final spousal support and/or extension of interim spousal
support.
The defendant appealed the judgment denying final spousal support and/or
extension of spousal support. This court affirmed the trial court’s judgment. See
Guillory v. Guillory, 08-1375 (La.App. 3 Cir. 4/1/09), 7 So.3d 144.
A hearing to determine whether the defendant was entitled to interim spousal
support was held on September 9, 2008. The trial court awarded the defendant interim spousal support in the amount of $32,294.16 minus a $17,234.41 credit to the
plaintiff for payments made, for a final award amount of $15,056.75 for the period
of time between March 1, 2008 and August 15, 2008. It determined that from the
December separation until March 1, 2008, the plaintiff continued to pay all of the
defendant’s household, automobile, insurance and personal expenses, in addition to
allowing her to live in the family residence despite a judgment awarding the use and
occupancy to himself. Also, the plaintiff transferred to the defendant $25,000.00 at
the time of separation for her expenses and paid approximately $6,000.00 for the
defendant to furnish her new townhome. The trial court reasoned that because the
defendant enjoyed the same standard of living and all her “needs” were met at the
defendant’s expense, the defendant was not entitled to interim spousal support for the
months of December, January, and February, but was entitled to $32,294.16 for the
period of time between March and August 2008.
The defendant now appeals asserting two assignments of error. First, she
argues that the trial court was manifestly erroneous in determining she was only
entitled to $32,294.16 in interim spousal support. The defendant argues that the trial
court erred in calculating her “need” by an “inappropriate consideration of [her]
actual expenses after the separation of the parties” as opposed to the consideration of
the “standard of living of the parties during the marriage.” Specifically, the defendant
contends the trial court’s award should be increased for housing expenses, food,
household supplies, laundry and cleaning, utilities, holiday expenses, vacations,
entertainment, pet expenses, and transportation. Second, the defendant asserts that
the trial court committed manifest error in crediting the plaintiff for a $1500.00
2 payment which was paid from the couple’s joint checking account, in addition to, a
$6,000.00 credit card payment.
Discussion
Interim Spousal Support
Louisiana Civil Code Article 113 provides that a “court may award a party an
interim spousal support allowance based upon the needs of that party, the ability of
the other party to pay, and the standard of living of the parties during the marriage.
. . .” The party claiming entitlement to interim spousal support has the burden of
proving his or her need. Derouen v. Derouen, 04-1137 (La.App. 3 Cir. 2/2/05), 893
So.2d 981. “A claimant demonstrates need for interim spousal support if she
establishes that she lacks sufficient income or the ability to earn a sufficient income
‘to sustain the style or standard of living that [s]he enjoyed while [s]he resided with
the other spouse.’” Id. at 984, quoting January v. January, 94-882, 94-883, p. 3
(La.App. 3 Cir. 2/1/95), 649 So.2d 1133, 1136. The trial court enjoys considerable
discretion in determining whether a claimant is entitled to interim spousal support,
and thus, its decision will not be overturned on appeal absent a clear abuse of
discretion. Derouen, 893 So.2d 891.
Needs
The defendant argues that the trial court erred in its calculation of her needs,
in that the calculation “revolves around the Trial Court’s inappropriate consideration
of the claimant spouse’s actual expenses after the separation of the parties[.]”
Specifically, the defendant disputes the trial court’s award amount for housing
expenses, food, household supplies, laundry and cleaning, utilities, holiday expenses,
vacations, entertainment, pet expenses, and transportation.
3 The trial court categorized the expenses pursuant to testimony and estimates
submitted by both parties of their monthly earning and expenses for the year 2007.
The trial court found that “[c]onsiderable evidence was presented to the Court
establishing that [the plaintiff] and [the defendant] enjoyed a very substantial standard
of living during their marriage.”
Housing
During the marriage, the parties resided in a 2,500 square foot, four-bedroom
home. In March 2007, the defendant moved out of that residence and leased a three-
bedroom townhome at a monthly rate of $1,100.00. The defendant’s estimated
monthly expenses for the marital residence included $1,612.00 for the mortgage,
$434.98 for homeowner’s insurance, $20.00 for flood insurance, $350.00 for yard
care, $100.00 for maintenance, $20.00 for pest control, $400.00 for maid service, and
$100.00 for pool maintenance. In its reasons for judgment, the trial court found that
all of the itemized “housing” amounts in the defendant’s expenses were for both
parties use, enjoyment, and maintenance of the home during the marriage. It noted
that the defendant’s rental amount for the townhome included many of the itemized
categories such as expenses for yard care and maintenance. Accordingly, the trial
court awarded the defendant $1,100.00 per month in interim spousal support for
housing expenses.
The defendant argues that the trial court should have used the mortgage note
and homeowner’s insurance payable during the marriage “as the best indicators of the
amount of housing expenses necessary to maintain [her] in her standard of living
enjoyed during the marriage.” She also contends that her award should include the
amount of maid expenses necessary to maintain a home like the parties’ family
4 residence. The total of these amounts the defendant believes should have been added
is $2,446.98, which is a difference of $1,346.98 from the awarded amount.
Food, Household Supplies, and Laundry and Cleaning
The trial court awarded the defendant $337.50 for expenses in this category,
which represents one-half of the amount the defendant listed. In its reasons for
judgment, the trial court reasoned that the “amounts [the defendant] listed as “Food”,
“Household Supplies”, “Laundry and Cleaning”, also reflect these expenses for both
parties in 2007. Thus, this Court only finds it appropriate to award [the defendant]
one half (½) of those amounts as part of her interim spouse support award[.]”
The defendant asserts that the full amounts of the items she listed should be
included in her award because they “can hardly be said to be unreasonable in light of
[the plaintiff’s] expenses[,]” which totaled $4,200.00.
Utilities
The defendant estimated $341.00 for utility expenses of the family residence.
However, the plaintiff disputed that $341.00 represented the average electric bill for
that home. Chris Rainey, a certified public accountant accepted as an expert by the
trial court, testified at trial and substantiated the amount presented by the defendant
by analyzing the couple’s account history. The trial court accepted this amount as a
legitimate expense of the couple’s home. However, it noted that the defendant failed
to present evidence regarding her actual utilities for her townhome. The trial court
ultimately awarded $200.00 for utilities reasoning that “[g]iven the lack of any
guidance as to an estimate of [the defendant’s] electricity bill at the three bedroom
apartment, the Court finds that $200.00 per month is adequate”
5 The defendant argues that the trial court committed manifest error by indicating
that it believed her actual expenses are determinative of her standard of living, and
“[s]ince the Trial Court acknowledge that it accepted [her] amount of $341.00 as the
legitimate monthly expense incurred at the matrimonial residence for electricity, that
amount should be used for this expense, a difference of $141.00 per month.”
Entertainment/Holidays/Extracurricular Activity
For entertainment expenses, the trial court again relied on the expert testimony
to substantiate the defendant’s estimates in this category. The trial court awarded the
full amounts for certain items such as book and magazine subscriptions and her health
club membership, finding that the testimony presented indicated that those expenses
were exclusively for the benefit of the defendant. However, the trial court found that
the remainder of the expenses in this category were incurred for the benefit of both
parties during the marriage, and thus awarded the defendant $955.50, one-half of
those remaining amounts listed.
The defendant asserts that the trial court erred in finding that a portion of the
expenses should have been reduced. Rather, she contends that her claimed expenses
were reflective of the costs incurred for her benefit alone since “expenses incurred for
such things as hotels and gas do not decrease if one (1) person is traveling out of
town.”
Pet Expenses
The trial court denied an award for pet expenses, reasoning that the “pet
expenses have been paid solely by [the plaintiff] after the parties’ separation, as [the
plaintiff] retained possession of the couple’s pets. Since the parties’ testimonies were
consistent that [the defendant] did not have a pet after she moved out of the
6 matrimonial residence, the Court finds that she is not entitled to any amount for pet
expenses as interim spousal support.”
The defendant asserts that the finding of whether she owns a pet or not is
irrelevant in awarding pet expenses because it fails to consider that she did own a pet
during the marriage.
Transportation
Testimony revealed that the defendant drove a 2003 Mercedes Benz over the
course of the marriage until May 2008. The plaintiff owned the Mercedes and paid
all of its related expenses. It appears that sometime in May 2008, the plaintiff
reclaimed his Mercedes and the defendant began driving a Ford Probe which she had
previously owned before the marriage. The trial court awarded half of the amount of
expenses associated with the Mercedes incurred until May 2008, however, it reduced
that sum for the period of time after May when the defendant had use of the Ford
Probe.
The defendant asserts that she clearly experienced a change in her standard of
living when she began driving the Ford instead of the Mercedes, and accordingly, the
trial court should have included the Mercedes lease payments and maintenance
expenses for the period of time after May 2008.
Amount of Award
In brief, the plaintiff does not argue about whether the defendant is entitled to
interim spousal support; rather, he asserts that the defendant presents a fallacy by
arguing “that maintaining her in the lifestyle she enjoyed during the marriage does not
mean a specific dollar amount but more appropriately refers to a level of comfort and
enjoyment.” Further, he adds that “[a]lthough there is adequate authority for the
7 measure of lifestyle to which a divorcing spouse is entitled and same is correctly cited
by [the defendant], none of same is cited for the proposition advanced by her that she
is entitled to an amount equal to the cost of living for two people.”
Once the claimant spouse has established a need, the court must determine
whether that need surpasses the ability of the other spouse to pay. If that situation
exists, the support amount should be fixed at a sum which is just and fair to all of the
parties involved. Derouen, 893 So.2d 981. A review of the record reveals that the
trial court carefully considered the estimates submitted by the parties, the parties’
testimony, and expert testimony in determining the needs of the defendant in light of
the standard of living enjoyed by the parties during the marriage. The trial court
determined that in some respects the needs estimated by the defendant would be the
same as before separation and, in some aspects, less. For example, as far as expenses
regarding clothing, health club membership, book and magazine subscriptions, and
personal grooming, the trial court accepted that the defendant was entitled to the
entire amount requested because these expenses were solely for her benefit and thus
did not change post-separation. However, the trial court found that her “need” in
regard to those expenses such as entertainment, food, and vacation, were necessarily
satisfied by an award of half of the amount requested, wherein the amount requested
reflected expenses of two persons.
In regard to housing, the trial court reasoned that a $1,100 award was
sufficient considering that it encompassed the same amenities such as yard care,
maintenance, and a swimming pool, which she enjoyed at the matrimonial domicile.
The defendant admits that while she had access to those amenities, the trial court
should have used the mortgage and homeowner’s insurance figures to determine her
8 standard of living enjoyed during the marriage. The defendant also makes a similar
argument in regard to transportation and pet expenses. However, the defendant does
not cite any legal authority to support the proposition that the determination of a
claimant’s spouse’s standard of living is a mathematical formula wherein the trial
court makes an award solely by reference to an expense sheet. Here, the trial court
looked at what level or comfort and amenities the defendant enjoyed during the
marriage and found that the award amounts were necessarily sufficient to maintain
that standard.
Although the defendant submitted an affidavit showing her need for interim
spousal support to exceed $50,000, the trial judge evidently did not accept this as an
accurate reflection of her expenses in light of her standard of living enjoyed during
the marriage. Rather, the trial court, after reviewing the parties submitted expenses,
the parties’ testimony, and expert testimony, found $32,294.16 was the amount the
defendant proved to be sufficient. Based on the record, we cannot say that this award
constitutes an abuse of discretion.
Accordingly, this assignment lacks merit.
Credits
In her second assignment of error, the defendant asserts that the trial court erred
in deciding that the plaintiff was entitled to credits toward his interim spousal support
obligation. The trial court credited the plaintiff with six separate payments, but the
defendant only disputes two of these payments, one in the amount of $1,500 and one
in the amount of $6,000.
Louisiana Revised Statutes 9:321(D) provides that:
Spousal support of any kind, except that paid pursuant to an interim allowance award, provided by the debtor from the date of judicial
9 demand to the date the support judgment is rendered, to or on behalf of the spouse for whom support is ordered, shall be credited to the debtor against the amount of the judgment.
The defendant argues first, that the April 9, 2008, payment in the amount of
$1500 was deposited into her bank account from the couple’s joint checking account
is presumed to be community property, and thus, it is error to credit the plaintiff for
that amount. Second, the $6,000 credit in dispute is related to a credit card payment,
paid by the plaintiff on August 5, 2008. The defendant alleges that the credit card
charges were made before she moved out in March of 2008, in the period of time in
which the trial court did not award her spousal support, and thus it “would be
inconsistent and patently unfair to give [the plaintiff] credit for payments for what is
alleged to be her charges during months in which the Court did not award any spousal
support.” She further argues that this issue should be litigated in the community
property partition.
While we agree with the defendant that the issues of whether these payments
represented community obligations or were paid from community or separate property
should be litigated in the community property partition, we do not agree that warrants
a reversal of the trial court’s judgment crediting those amounts to the plaintiff. Under
the plain language of La.R.S. 9:321(D) and a review of the record, it cannot be said
that the trial court abused its discretion in crediting the plaintiff with those payments
provided by the plaintiff after the defendant’s request for interim spousal support.
DECREE
For the foregoing reasons, the judgment of the trial court is affirmed. All costs
of this appeal are assessed to the defendant/appellant, Rachel Cefalu Guillory.