In Re Marriage of Koenig

969 N.E.2d 462, 360 Ill. Dec. 652
CourtAppellate Court of Illinois
DecidedApril 27, 2012
Docket2-11-0503
StatusPublished
Cited by1 cases

This text of 969 N.E.2d 462 (In Re Marriage of Koenig) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Marriage of Koenig, 969 N.E.2d 462, 360 Ill. Dec. 652 (Ill. Ct. App. 2012).

Opinion

969 N.E.2d 462 (2012)
360 Ill. Dec. 652

In re MARRIAGE OF Joyce P. KOENIG, Petitioner-Appellant, and
James E. Koenig, Respondent-Appellee.

No. 2-11-0503.

Appellate Court of Illinois, Second District.

April 27, 2012.

*463 Barry A. Schatz, Brendan J. Hammer, Berger Schatz, Chicago, for appellant.

No brief filed for appellee.

OPINION

Justice BURKE delivered the judgment of the court, with opinion.

¶ 1 Petitioner, Joyce P. Koenig, appeals the order of the circuit court of Du Page County granting summary judgment in favor of respondent, James E. Koenig, on Joyce's postdecree petition for contribution for college and law school expenses, which accrued prior to the petition,[1] for the parties' only child, Tiffany. The trial court's order barred Joyce from seeking college and postgraduate expenses that were incurred prior to the filing of the petition, predicated upon the First District Appellate Court's opinion of Petersen v. Petersen, 403 Ill.App.3d 839, 342 Ill.Dec. 723, 932 N.E.2d 1184 (2010), aff'd in part and rev'd in part by In re Marriage of Petersen, 2011 IL 110984, 353 Ill.Dec. 320, 955 N.E.2d 1131. In Petersen, the appellate court ruled that the allocation of college expenses was in the nature of a modification of child support under section 510 of the Illinois Marriage and Dissolution of Marriage Act (Act) (750 ILCS 5/510 (West 2010)) because the trial court had expressly reserved the issue of contribution pursuant to section 513 of the Act (750 ILCS 5/513 (West 2010)), and, thus, costs predating the petition were barred. Petersen, 403 Ill.App.3d at 846, 342 Ill.Dec. 723, 932 N.E.2d 1184.

¶ 2 Joyce appeals, arguing, inter alia, that the holding in Petersen is limited to a situation where a judgment or marital settlement agreement (settlement agreement) contains an explicit reservation of contribution for college expenses under section 513. Here, because the parties' settlement agreement did not contain such a reservation, but instead assigned to the parties financial responsibility for Tiffany's college and postgraduate expenses, Joyce argues that the holding in Petersen is inapplicable. Although James has not filed a brief on appeal, we will consider the appeal pursuant to the principles set forth in First Capitol Mortgage Corp. v. Talandis Construction Corp., 63 Ill.2d 128, 131-33, 345 N.E.2d 493 (1976). For the following reasons, we reverse and remand.

*464 ¶ 3 BACKGROUND

¶ 4 On December 8, 1993, the trial court entered a judgment for dissolution of marriage, dissolving the parties' 23-year marriage. The judgment incorporated the parties' settlement agreement, which included, among other things, support arrangements for Tiffany, who was born March 3, 1985.

¶ 5 Article VII of the settlement agreement established the parties' financial responsibility for Tiffany's higher educational expenses, requiring the parties to pay certain expenses for Tiffany's college and postgraduate education. Article VII provides:

"7.1 The Husband and Wife shall pay for university, college or post-graduate school education for Tiffany herein based on their respective financial abilities and resources at said time.
7.2 For purposes of this Article, the expenses of a university, college or post-graduate school education shall include, not by way of limitation, any and all charges for tuition, room, board or lodging, and other necessary and usual expenses and transportation expenses between the school and the child's home not to exceed Five (5) round-trips per school year.
7.3 The parties' obligation under this Article shall terminate upon the last to occur of the following:
(a) The child's completion of a four year undergraduate or post-graduate degree.
(b) The child's discontinuance of said educational pursuit. For purposes of this Article, a child shall be deemed to have discontinued said education pursuit when said child is no longer actively engaged in a course of study which leads to university, college or post-graduate diploma or degree.
7.4 All decisions affecting Tiffany's education, including the choice of university, or college shall be made jointly by the parties and shall consider the expressed preferences of Tiffany. Neither party shall unreasonably withhold his or her consent to Tiffany's expressed preference.
7.5 That the parties' obligation to provide for the education of Tiffany set forth in this Article is conditioned upon the following:
(a) That the child has, at the time, the desire and aptitude for a university, college or post-graduate education;
(b) That said education is limited to five (5) consecutive years beginning not more than one year after graduation from high school for a college or university degree and a total of eleven (11) years for a post-graduate degree, except that the time shall be extended in the case of serious illness or other good cause shown;
(c) That to the extent [sic] the Husband and Wife are financially able to reasonably afford to pay for the educational expenses.
7.6 That the Wife shall control the use of Tiffany's monies in existence at the time of this Agreement, together with earnings or proceeds thereon, during her minority pursuant to the Illinois Uniform Transfer to Minors Act."

¶ 6 On April 16, 2010, Joyce filed a petition for contribution for higher educational expenses seeking reimbursement from James for approximately $257,000 in undergraduate and postgraduate educational expenses incurred by Tiffany and paid by Joyce on Tiffany's behalf. Tiffany's undergraduate tuition and room and board at the University of California, Santa Barbara, during the 2003 through 2007 academic years, accounted for approximately *465 $77,000. Tiffany's law school tuition and room and board at Pepperdine University Law School from fall 2007 through February 2010, as Tiffany was finishing her final year of law school, accounted for approximately $179,000. Joyce alleged that, prior to and throughout Tiffany's attendance at both schools, she and Tiffany attempted to discuss with James Tiffany's choice of schools, as well as the parties' obligation to pay the expenses associated therewith, but James did not participate in the process.

¶ 7 On September 30, 2010, James filed a three-count motion to strike and dismiss Joyce's petition. The motion was denied. James subsequently filed an amended response to the petition based on the holding of Petersen, in which James argued that Petersen prohibited the retroactive collection of college and postgraduate expenses under section 513 of the Act (750 ILCS 5/513 (West 2010)). Thereafter, on November 29, 2010, James filed a motion for summary judgment, raising the same arguments regarding Petersen. Following argument, the trial court granted James' motion for summary judgment.

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Bluebook (online)
969 N.E.2d 462, 360 Ill. Dec. 652, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-marriage-of-koenig-illappct-2012.