Clement v. Owens-Clement

CourtMassachusetts Appeals Court
DecidedOctober 16, 2020
DocketAC 19-P-1307
StatusPublished

This text of Clement v. Owens-Clement (Clement v. Owens-Clement) 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
Clement v. Owens-Clement, (Mass. Ct. App. 2020).

Opinion

NOTICE: All slip opinions and orders are subject to formal revision and are superseded by the advance sheets and bound volumes of the Official Reports. If you find a typographical error or other formal error, please notify the Reporter of Decisions, Supreme Judicial Court, John Adams Courthouse, 1 Pemberton Square, Suite 2500, Boston, MA, 02108-1750; (617) 557- 1030; SJCReporter@sjc.state.ma.us

19-P-1307 Appeals Court

JOHN NICHOLAS CLEMENT vs. LAURIE OWENS-CLEMENT.

No. 19-P-1307.

Middlesex. May 6, 2020. - October 16, 2020.

Present: Vuono, Milkey, & Desmond, JJ.

Divorce and Separation, Modification of judgment, Alimony.

Complaint for divorce filed in the Middlesex Division of the Probate and Family Court Department on May 9, 2012.

A complaint for modification, filed on November 27, 2017, was heard by Roxann C. Tetreau, J.

Julie R. Hess for the husband. Joseph C. Clermont for the wife.

VUONO, J. After approximately six years of marriage, John

Nicholas Clement (husband) and Laurie Owens-Clement (wife) were

divorced on April 9, 2013. The divorce judgment incorporated

the portion of the parties' merged separation agreement in which

they waived past and present alimony. Approximately four and

one-half years (fifty-five months) after the divorce, the wife 2

filed a complaint for modification seeking alimony on the basis

of her complete disability and inability to work. A judge of

the Probate and Family Court concluded that deviation from the

Alimony Reform Act's (act) presumptive forty-two month

durational limit was "required in the interests of justice,"

G. L. c. 208, § 49 (b), and issued a modification judgment

requiring the husband to pay general term alimony of $200 per

week until either party's death, the wife's remarriage, or

further order of the court. On appeal, the husband primarily

argues that the judge abused her discretion by deviating from

the durational limits under § 49 (b) and failing to terminate

alimony upon his attainment of "full retirement age," G. L.

c. 208, § 49 (f). The husband also challenges the judge's

consideration of his income from a part-time job acquired after

the divorce in determining the amount of alimony. We agree with

the husband that alimony should terminate when he reaches full

retirement age and remand the case for further proceedings on

this aspect of the judgment.

Background. We summarize the relevant facts found by the

judge, supplementing them with undisputed evidence in the

record, and reserving certain facts for later discussion. See

Pierce v. Pierce, 455 Mass. 286, 288 (2009). The parties were

married on September 9, 2006, and divorced on April 9, 2013.

Their separation agreement, which was incorporated into the 3

divorce judgment, provided that "all provisions related to . . .

alimony [shall] merge" with the divorce judgment, rather than

survive and retain independent legal significance. The

separation agreement further provided that "[t]he parties have

been advised of their rights under the Alimony Reform Act . . .

and, based upon their present income and subject to the

[agreement's] merger provisions . . . , each party agrees to

waive any right to receive past or present alimony from the

other party." The separation agreement was silent as to future

alimony, but as we discuss below, the parties stipulated that

they did not waive future alimony.

In November 2017, the wife filed a complaint for

modification seeking alimony from the husband on the basis that

she was "now completely disabled and unable to work," and the

husband was thereafter ordered to pay temporary alimony of $200

per week during the pendency of modification proceedings. In

January 2019, the parties filed a stipulation of uncontested

facts providing, in relevant part, that (1) "[f]uture alimony

was not waived" in the separation agreement; (2) the parties

"enjoyed a middle-class standard of living" during the marriage;

(3) at the time of the divorce, the wife was employed part-time

and the husband was employed full-time; (4) since May 2016, the

wife "has been completely disabled and unable to work, due to

medical issues," (5) the wife underwent surgery for removal of a 4

large brain tumor in July 2016, and continues to suffer from a

seizure disorder, nerve damage to her face, and hearing loss;

(6) the wife requires "multiple medical appointments every

month," she has seen at least fourteen different medical

providers, her "medical issues are severe and on-going," and

"[h]er physicians have determined [that] she is and will be

permanently disabled"; (7) the wife has completely liquidated

her retirement and other financial assets to pay for living

expenses since becoming unable to work; (8) the wife's present

income consists solely of temporary alimony and food stamps ($45

per week), along with financial assistance from a friend who has

been paying her rent; (9) the wife was initially approved to

receive $490 per month in social security disability benefits,

but was later denied due to her receipt of temporary alimony;

and (10) the husband's income is $1,846 per week, the majority

of which is derived from a disability pension that statutorily

limits his ability to earn additional income.

A one-day trial was held on January 16, 2019, at which both

parties (who were represented by counsel) testified. On April

16, 2019, the judge issued a modification judgment requiring the

husband to pay alimony to the wife of $200 per week "until the

death of either party, the remarriage of the [wife], or further

order of the [c]ourt." The modification judgment further

provided that the husband's "obligation to pay alimony shall not 5

be subject to durational limits as set forth in [G. L. c. 208,

§ 49 (b),] as deviation is required in the interests of

justice."

The judge largely adopted the parties' stipulation of

uncontested facts, and made the following additional relevant

findings in support of the modification judgment. The wife "is

unable to provide sufficient support for herself due to her

permanent disability" and because "she has very minimal assets."

Although the husband is also disabled, he retains the ability to

work and can earn up to approximately $40,000 annually without

any reduction in his disability pension income.1 The husband

currently receives nontaxable disability pension income of

$1,173 per week, and earns additional income of $673 per week

from his part-time job as a driving instructor. The judge

credited the wife's financial statement in its entirety, finding

the wife's reported expenses of $533 per week to reflect only

the "basic necessities" of "housing, food, clothing, utilities

and a minimal loan payment on a motor vehicle." In contrast,

the judge found that the husband's weekly expenses included

"entertainment, vacations, lottery tickets and an allowance for

his current spouse's adult child." The judge did not credit the

1 The husband, a former State trooper, was injured during the course of his employment and receives a disability pension. 6

total amount of weekly expenses reported by the husband because

it included duplicate medical expenses and household expenses

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