Halverson v. Halverson

37 Pa. D. & C.3d 56, 1983 Pa. Dist. & Cnty. Dec. LEXIS 45
CourtPennsylvania Court of Common Pleas, Somerset County
DecidedJune 15, 1983
Docketno. 217 Civil 1982
StatusPublished

This text of 37 Pa. D. & C.3d 56 (Halverson v. Halverson) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Somerset County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Halverson v. Halverson, 37 Pa. D. & C.3d 56, 1983 Pa. Dist. & Cnty. Dec. LEXIS 45 (Pa. Super. Ct. 1983).

Opinion

KIESTER, S.J.,

THE ISSUES

.1. Is Mrs. Halverson entitled under the agreement to $1,000 monthly until her death or remarriage?

2. Is Mrs. Halverson entitled under the agreement to the $1,000 monthly until the time that William, the youngest child would have attained the age of 18 (April 17, 1983) or graduated from high school (June, 1983)?

3. Since William met an untimely death on February 23, 1979, did the monthly alimony obligation terminate when the next youngest child, Barry, attained age 18 on January 3, 1982?

FACTS

On April 28, 1982, plaintiff filed a complaint for declaratory judgment for the purpose of obtaining a judicial decision constructing the relevant terms and provisions of a property settlement agreement entered into by the parties on November 11, 1978.

The position of plaintiff is that she is entitled to receive $1,000 a month from defendant until her death or remarriage.

The position of defendant is that his obligation to pay plaintiff $1,000 a month terminated on January 3, 1982 when Barry Halverson, the then youngest living child, attained the age of 18 years.

An evidentiary hearing was held on June 3, 1983 when the t;wo principals testified as to their intent and their understanding of the terms of the agreement. There was offered and received into evidence correspondence relating to the negotiations between the parties and their counsel as well as the agreement of November 11, 1978, the interpretation of which is in dispute.

[58]*58The first paragraph under the title “Financial Obligations” on page eight of the agreement, provides:

“Husband agrees to pay to wife the sum of $1,000.00 per month, commencing 30 days after the termination of the marriage, and continuing thereafter, on the same date, each succeeding month until the death or remarriage of Wife or upon William Halverson, son of the parties hereto, attaining the age of 18 years or graduating from high school, whichever occurs later.”

William Halverson, born April 17; 1965, the youngest son of the parties, died in an automobile accident on February 23, 1979. If William had lived, he would have graduated from high school in June of 1983 and defendant states that he would have continued the $1,000 monthly payments until that time,

There were other financial obligations between the parties. Pending a divorce support and alimony pendente lite were payable by husband to wife at the rate of $300 per child.

It was agreed that the payments were support for wife and taxable to her.

There was also a provision that the husband pay the wife $10,000 “in lieu of future support to which the wife may be legally entitled to beyond the expiration date as hereinafter set forth.” This $10,000 payment was to be deposited in an escrow account in the names of the attorneys representing the parties.

The “expiration date as hereinafter set forth” is not identified as such. It can only refer to the “death or remarriage of wife or upon William Halverson, son of the parties, attaining the age of 18 years or graduating from high school, whichever occurs [59]*59later.” The provision for the $10,000 payment negatives an intent of the parties that the $1,000 a month payment would continue after William attained 18 years of age or graduated from high school. The parties simply intended that the payments continue until William graduated from high school after reaching age 18. “Whichever comes later” was not intended to modify “until the death or remarriage of wife.” The provision for the $10,000 payment is persuasive that the death or remarriage of the wife prior to William attaining age 18 or graduating from high school would end the $1,000 per month payments.

The phrase, “whichever is later” is repeated several times in the paragraph providing child support for each child commencing 30 days after termination of the marriage and continuing thereafter until the child (Robert, Barry and William) “attains the age of 18 years, or graduates from high school, whichever is later.”

This comprehensive settlement provided for the division of real estate and a payment of, $50,000 by husband to wife for her disputed claim of an interest in the Ken Halverson Insurance Company. The wife had worked in this, business for many years, receiving no monetary compensation for her services.

The parties differ in their interpretation of a no-compete provision that extends to November 11, 1983. Husband’s understanding of this restriction does not completely prohibit wife from continuing to act as an insurance agent. This difference is of limited weight in determining what the parties intended by the $1,000 monthly payment set forth in the first paragraph under financial obligations.

The negotiations between the parties through their attorneys represented by correspondence extended from September 26, 1977 through Septem[60]*60ber 15, 1978. The agreement was signed November 11, 1978.

In November of 1977, Mrs. Halverson was inter alia demanding alimony of $1,000 per month until she remarried or died. Mr. Halverson responded with a proposal on March 1, 1978 under which Mrs. Halverson would receive the $150,000 residence and release her claim on the insurance business. Included was the proposal that Mr. Halverson would pay the $1,000 per month alimony until the youngest child reached 18 years of age at which time the alimony payments would be reduced to $300 a month and to continue at that rate until Mrs. Halverson reached the age of 62 years or remarried or died.

On March 15, 1978, Attorney Barbera for Mrs. Halverson replied to the March 1 proposal:

“. : . Again the only thing I can suggest is that either the $1,000.00 per month support be continued or cash settlement with respect to the insurance agency may make the offer attractive enough to have Mrs. Halverson consider some other support arrangement for herself less than $1,000.00 a month.” (Defendant’s Exhibit 7.)

The negotiations continued with Mr. Halverson maintaining his position on May 31, 1978 that the alimony ends when the youngest child reached age 18. In addition to the alimony, Mr. Halverson offered Mrs. Halverson $20,000 in cash upon the entry of a final divorce decree.

In the last correspondence between the attorneys, Attorney DiFrancesco for Mr. Halverson, wrote to Attorney Barbera on September 15, 1978 offering $10,000 plus $25,000 for the interest of Mrs. Halverson in the partnership. There were other proposals but no mention was made of alimony negotiations in this letter.

[61]*61It is reasonable to conclude from the testimony of the parties and the correspondence between their attorneys, that a final compromise settlement was accomplished by Mr. Halverson purchasing from Mrs. Halverson her interest in the insurance agency for $50,000 and Mrs. Halverson abandoning her claim for alimony extending beyond the youngest child reaching the age of 18 or graduating from high school, whichever came later.

The agreement of November 11, 1978 recites and it appears from the testimony and the record that the agreement was the joint work product of the attorneys representing the parties.

. Plaintiffs Exhibit “B” was a first draft forwarded by Attorney DiFrancesco with notes of Attorney Barbera interlining the typed provisions.

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Bluebook (online)
37 Pa. D. & C.3d 56, 1983 Pa. Dist. & Cnty. Dec. LEXIS 45, Counsel Stack Legal Research, https://law.counselstack.com/opinion/halverson-v-halverson-pactcomplsomers-1983.