Cassinelli v. Cassinelli

4 Cal. App. 5th 1285, 210 Cal. Rptr. 3d 311
CourtCalifornia Court of Appeal
DecidedNovember 2, 2016
DocketE063769
StatusPublished
Cited by3 cases

This text of 4 Cal. App. 5th 1285 (Cassinelli v. Cassinelli) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cassinelli v. Cassinelli, 4 Cal. App. 5th 1285, 210 Cal. Rptr. 3d 311 (Cal. Ct. App. 2016).

Opinion

*1290 Opinion

RAMIREZ, P. J.

In 1964, appellant Robert J. Cassinelli and respondent Janice R. Cassinelli were married; in 1986, they were divorced. In the meantime, after 20 years of service, Robert had retired from the United States Air Force. In a stipulated judgment, the trial court awarded Janice her community property interest in Robert’s military retired pay.

Fast-forward 26 years. In 2012, it was determined that Robert had a combat-related disability. As a result, he became eligible to receive both veteran’s disability benefits and combat-related special compensation (CRSC); to do so, however, he had to waive his retired pay. Before the waiver, Robert received $791 a month and Janice received $541 in retired pay (taxable). After the waiver, Robert received $1,743 a month in veteran’s disability benefits and $1,389 a month in CRSC, for a total of $3,132 (tax-free); Janice received zero. As a result, the trial court ordered Robert to start paying Janice $541 a month in permanent and nonmodifiable spousal support.

Robert appeals, contending:

(1) Under overriding federal law, the trial court lacked jurisdiction to make any award to Janice based on Robert’s receipt of either veteran’s disability benefits or CRSC.

(2) There was insufficient evidence that the parties intended to protect Janice against the consequences of a waiver of Robert’s retired pay.

(3) The trial court erred by using spousal support as a remedy for the loss of a community property interest.

(4) Because the judgment dividing the community property was long since final, the trial court could not give Janice any remedy for the loss of her community property interest in the retired pay.

(5) The trial court erred by making its award of spousal support permanent and nonmodifiable.

(6) Robert’s income was exempt and Janice could not seize it to satisfy her claim.

(7) Based on the relevant factors (see Fam. Code, § 4320), Janice was not entitled to spousal support, and the trial court abused its discretion by finding otherwise.

*1291 We agree that the trial court erred by using spousal support as a remedy for the loss of a community property interest. However, it could properly order Robert to reimburse Janice for her lost community property interest; doing so would not violate either federal law or finality principles. Accordingly, we will reverse and remand with directions to enter an order awarding Janice the same amount on a different theory.

I

FACTUAL AND PROCEDURAL BACKGROUND

Janice and Robert were married in 1964. At that time, Robert was on active duty as a member of the United States Air Force. After 20 years of service, he retired from the military with the rank of technical sergeant.

In 1985, after 21 years of marriage, the parties separated. Janice then filed this marital dissolution proceeding.

In August 1986, pursuant to stipulation, the trial court entered a final judgment. It provided: “The Court finds that [Janice] has a 43.1% interest in [Robert]’s United States Air Force Pension, and that she shall receive the sum of Two Hundred Thirty ($230.00) Dollars per month, or 43.1% of said pension, whichever sum is greater. Said payments to commence on May 1, 1986, providing that [Robert] shall make said payments to [Janice] until such time as the United States Air Force is able to process [Janice]’s claims so that her share of the military pension can be paid directly to her.” The judgment reserved jurisdiction over the issue of spousal support.

Thereafter, Robert held several jobs, primarily as a teacher. He developed ischemic heart disease; in 2011, he had a quadruple bypass. In 2012, he took a medical retirement from teaching. His ischemic heart disease was presumed to be due to his exposure to Agent Orange in Vietnam. (See 38 C.FR. § 3.309 (2016).) Thus, also in 2012, the Department of Veterans Affairs (VA) determined that he had a service-connected disability, making him eligible for disability benefits. It was further determined that his disability was combat related, making him eligible for CRSC.

In 2013, Robert elected to receive CRSC. Before his election, he was receiving $791 a month of his retired pay and Janice was receiving $541 a month of his retired pay. After his election, he received $1,743 a month in veteran’s disability benefits and $1,389 a month in CRSC, for a total of $3,132 a month. These benefits were nontaxable. Janice received zero. However, when Robert made his election, he was not aware that it would affect Janice.

*1292 At the time of trial, Robert was 72 years old. His monthly income consisted of:

Veteran’s disability benefits $1,743 CRSC $1,389 State teacher’s disability benefits $1,433 Social Security benefits $1,105 Total $5,670

His total monthly expenses were $5,577.

Janice was 71 years old. She worked part time for Rite Aid. Her monthly income consisted of $1,673 in wages and $1,568 in Social Security, for a total of $3,286. After paying her monthly expenses, she testified, “[s]ome months I have [$] 100, some months I have $50 [left over].”

If and when Janice stopped working, she would lose more than half her income, although she could get another $200 a month (‘“if I’m lucky”) by drawing on $44,000 in a 401(k) account and $15,000 in an annuity.

In January 2014, Janice filed a motion to modify the judgment by ordering Robert to pay the amount of her share of his retired pay as ‘“non-modifiable spousal support.”

In opposition, Robert argued (1) the property division in the judgment was final and could not be reopened; (2) ‘“[ijederal law which supersedes state law . . . prohibits the non-military spouse[’]s participation in the member’s disability combat pay”; (3) ‘“some or all [of Robert’s] income [is] protected from attachment”; and (4) the relevant factors militated against an award of spousal support.

In August 2014, Janice filed a motion for attorney fees.

In January 2015, the trial court held a trial on both pending motions. After the trial, at the trial court’s invitation, both parties filed supplemental declarations.

In April 2015, the trial court issued a written ruling. It acknowledged that, under federal law, it could not treat Robert’s retired pay as community property. However, it ruled that it was not precluded from “tak[ing| equitable action” to compensate Janice.

It found that ‘“[Robert]’s voluntary election and the resulting termination of [Janice]’s share of the military retirement” was a material change of circumstances. It further found that it would be a ‘“miscarriage of justice” to allow *1293 Robert, acting unilaterally, to increase his military-source income from $791 (taxable) to $3,132 (tax-free) while reducing Janice’s military-source income from $541 to zero.

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

Related

Ruiz-Bouvet v. Harrison CA2/6
California Court of Appeal, 2021
In re Marriage of Cassinelli
California Court of Appeal, 2018
Cassinelli v. Cassinelli (In re Cassinelli)
229 Cal. Rptr. 3d 801 (California Court of Appeals, 5th District, 2018)

Cite This Page — Counsel Stack

Bluebook (online)
4 Cal. App. 5th 1285, 210 Cal. Rptr. 3d 311, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cassinelli-v-cassinelli-calctapp-2016.