Caldwell v. Caldwell

461 N.E.2d 834, 17 Mass. App. Ct. 1032, 1984 Mass. App. LEXIS 1417
CourtMassachusetts Appeals Court
DecidedMarch 22, 1984
StatusPublished
Cited by20 cases

This text of 461 N.E.2d 834 (Caldwell v. Caldwell) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Caldwell v. Caldwell, 461 N.E.2d 834, 17 Mass. App. Ct. 1032, 1984 Mass. App. LEXIS 1417 (Mass. Ct. App. 1984).

Opinion

On cross complaints for divorce, judgments nisi were entered for each party on the ground of cruel and abusive treatment. The judgments awarded alimony and counsel fees and expenses to the wife and ordered a division of marital assets. See G. L. c. 208, §§ 34 & 38. The husband appeals from both judgments, alleging that the probate judge (1) abused his discretion in awarding alimony, counsel fees and expenses to the wife, and in the division of marital assets, and (2) made certain clearly erroneous findings of fact.

1. An award of alimony and division of property under G. L. c. 208, § 34, is within the broad discretion of the judge, and his determinations will not be set aside unless they are plainly wrong and excessive. The judge must make findings on each of the mandatory and, if considered, discretionary factors set out in § 34. See Rice v. Rice, 372 Mass. 398, 401-402 (1977); Ross v. Ross, 385 Mass. 30, 35-36 (1982); Loud v. Loud, 386 Mass. 473, 474 (1982); Newman v. Newman, 11 Mass. App. Ct. 903 (1981); Mancuso v. Mancuso, 12 Mass. App. Ct. 973, 974-975 (1981). The weight to be given to each of the factors is within the judge’s discretion, and “[n]o specific formula need be followed to fashion an equitable judgment.” Robbins v. Robbins, 16 Mass. App. Ct. 576, 578 (1983), and cases cited. In this case the judge made detailed findings of fact on all of the mandatory and discretionary factors. Where, as here, the evidence is reported, all questions of law, fact and discretion are open to us on review. See Pagar v. Pagar, 9 Mass. App. Ct. 1, 2 (1980), and cases cited.

(a) The parties lived together as husband and wife for about five and one-half years, and had no children. The judgments provided for the payment of alimony to the wife for three years — $70 per week in the first year, $60 per week in the second, and $50 per week in the third — or until her death or remarriage, whichever should first occur. The judge’s findings show that he considered all of the § 34 factors in determining the amount of the award, including the incomes of the parties, the wife’s “most basic” needs, and her potential for increased income from employment. Contrary to the husband’s assertion, the judge did not make a miscalculation which led to an erroneous finding on the amount of the husband’s [1033]*1033rental income. The judge’s findings on the subject expressly related solely to the credibility of the husband’s representations as to the amount of his current rental income. See Newman v. Newman, supra at 904. It was for the judge to resolve the question of the husband’s gross weekly income from all sources on the basis of the conflicting evidence, much of which was presented by the husband. See Maddaloni v. Western Mass. Bus Lines, 386 Mass. 877, 882 (1982); Pemberton v. Pemberton, 9 Mass. App. Ct. 9, 16 (1980).

(b) The judge found that the wife, through her contributions to the husband’s retail business (first operated as a sole proprietorship and then, from September, 1977, as a corporation wholly owned by the husband [NanRidge, Inc.]), from the date of marriage (January 12, 1977) to the date of separation (May 12, 1981), was responsible for forty percent of the growth of the business. As a division of marital assets under § 34, the judge credited the wife with an amount ($70,691) equal to forty percent of the amount ($176,727) which the judge found as the appreciation in value of the business from January, 1977, to May, 1981. The husband first contends that it was error to place a value of $23,273 on the business as of 1977, since the judge in so doing did not take into account factors which he did consider in establishing the value in 1981. The only evidence on the question presented to the judge was the value assigned by the husband, in addenda to the parties’ joint Federal income tax return for 1977 and NanRidge’s first Federal corporate income tax return for the fiscal year September 19, 1977, to August 31, 1978, to both the assets of the proprietorship transferred to, and the capital stock of, NanRidge, viz., $23,272.94. There was no error. The husband next argues that the judge erred in finding that NanRidge had a value of $200,000, or “at least 200,000” in 1981. It is unnecessary to address many of the husband’s arguments in this respect, as we conclude that the judge’s findings are fatally flawed, and leave, impermissibly, to speculation the basis of his determination of value. See Putnam v. Putnam, 5 Mass. App. Ct. 10, 15 (1977). The judge found: “The Court is of the opinion that considering the corporate inventory, the corporate good will, stockholder’s equity and the [husband’s] value affixed to his corporate stock holdings, the [husband’s] value in NanRidge, Inc. above the outstanding notes thereon is the sum of $200,000.”1 In making this determination, the judge appears to have relied in large part on figures from the Federal corporate income tax return of NanRidge for the fiscal year ending August 31, 1981.2 The judge found that “total stockholder’s equity” was shown on that form as $185,858. In fact, that figure represents “Total liabilities and stockholders’ equity.” The value of stockholders’ equity as shown on the return was $69,038. While the judge stated that he considered corporate good will in arriving at value, immediately prior to that statement he found: No [1034]*1034value has been established for the good will or trade name of the corporation.” Further, it appears that the judge may have considered the total value of inventory separate from its value as reflected in the value of stockholders’ equity and, in looking at both stockholders’ equity and the husband’s assessment of value, may have included the value of the capital stock twice. There is no rational basis apparent from the judge’s findings to support his determination of value. See Putnam v. Putnam, supra. For these reasons we conclude that the finding as to value is clearly erroneous. See Mass.R.Dom.Rel.P. 52(a) (1975).

There was no abuse of discretion in the conclusion that the wife was entitled to a credit in an amount equal to forty percent of whatever amount by which the husband’s business appreciated in value from the date of marriage to the date of separation. The judge considered all of the § 34 factors, including the involvement of the parties in the day to day operations and the management of the business. “Division of such an asset need not proceed on any precise mathematical formula, but should be an honest exercise of judicial discretion.” Downing v. Downing, 12 Mass. App. Ct. 968, 969 (1981). See Belsky v. Belsky, 9 Mass. App. Ct. 852, 853 (1980).

(c) The judge’s findings, as amended, on the subject of the. wife’s financial contribution to the purchase of real estate in Colorado in the husband’s name alone prior to the marriage are hopelessly confused. The judge first found that the wife contributed approximately $6,000 (in one finding adding “in part, if not in whole”) of the $8,000 downpayment for the property. On motion of the husband, the judge, apparently recognizing that the evidence did not support such a finding (as he had expressly acknowledged at trial), amended the findings so as to state that the wife’s contribution was made “indirectly at least” (leaving in the one finding, “in part, if not in whole”). Left unamended was a finding that the wife “contributed % of the deposit to the . . .

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bennett v. Bennett
113 N.E.3d 934 (Massachusetts Appeals Court, 2018)
Urrea v. Sanchez
95 N.E.3d 301 (Massachusetts Appeals Court, 2017)
Bernier v. Bernier
873 N.E.2d 216 (Massachusetts Supreme Judicial Court, 2007)
Flaherty v. Flaherty
663 N.E.2d 280 (Massachusetts Appeals Court, 1996)
Dalessio v. Dalessio
570 N.E.2d 139 (Massachusetts Supreme Judicial Court, 1991)
Handrahan v. Handrahan
546 N.E.2d 1141 (Massachusetts Appeals Court, 1989)
Duckett v. Duckett
539 N.E.2d 556 (Massachusetts Appeals Court, 1989)
Fechtor v. Fechtor
534 N.E.2d 1 (Massachusetts Appeals Court, 1989)
Harris v. Harris
530 N.E.2d 368 (Massachusetts Appeals Court, 1988)
Bacon v. Bacon
524 N.E.2d 401 (Massachusetts Appeals Court, 1988)
La Valley v. La Valley
25 Mass. App. Ct. 918 (Massachusetts Appeals Court, 1987)
Lavin v. Lavin
508 N.E.2d 640 (Massachusetts Appeals Court, 1987)
Gallerani v. Gallerani
508 N.E.2d 111 (Massachusetts Appeals Court, 1987)
Yee v. Yee
503 N.E.2d 674 (Massachusetts Appeals Court, 1987)
Johnson v. Johnson
494 N.E.2d 423 (Massachusetts Appeals Court, 1986)
Warman v. Warman
484 N.E.2d 1345 (Massachusetts Appeals Court, 1985)
Davidson v. Davidson
474 N.E.2d 1137 (Massachusetts Appeals Court, 1985)
Cabot v. Cabot
462 N.E.2d 1128 (Massachusetts Appeals Court, 1984)

Cite This Page — Counsel Stack

Bluebook (online)
461 N.E.2d 834, 17 Mass. App. Ct. 1032, 1984 Mass. App. LEXIS 1417, Counsel Stack Legal Research, https://law.counselstack.com/opinion/caldwell-v-caldwell-massappct-1984.