In Re the Marriage of Wessels

542 N.W.2d 486, 1995 WL 699856
CourtSupreme Court of Iowa
DecidedDecember 14, 1995
Docket93-1892
StatusPublished
Cited by44 cases

This text of 542 N.W.2d 486 (In Re the Marriage of Wessels) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Marriage of Wessels, 542 N.W.2d 486, 1995 WL 699856 (iowa 1995).

Opinion

HARRIS, Justice.

Can rehabilitative alimony, set to terminate at a given time, be extended and made permanent by reason of unforeseen changed circumstances? In extreme situations such as those presented here, the trial court thought the answer is yes and we agree. Can alimony payments be ordered held in trust against the wishes of a payee? The trial court thought the answer is yes but we disagree. Both parties appeal from a trial court ruling upon this application to modify a dissolution of marriage decree. We affirm on the appeal and reverse on the cross-appeal.

James and Yvonne Wessels were married in 1966 while he was a medical student and she was a nursing student. After receiving her degree in 1968 Yvonne worked to help support the couple while James completed medical school. After graduating from medical school James practiced at several army bases as part of his military service. Yvonne continued to work until the birth of a son in 1970 and a daughter a year later. The parties then decided she would fulfill the role of the traditional homemaker and take care of the children and family while her husband pursued his medical career. Both children are now grown, although a conservatorship has been established for the daughter due to her learning disability. James serves as the conservator.

The marriage eventually deteriorated, and in May 1986, after twenty-one years, the parties were granted a dissolution. The dissolution decree adopted the parties’ stipulation which, among other things, provided that (1) James would pay Yvonne rehabilitative alimony in the amount of $3100 per month for a period of sixty months; (2) James would pay Yvonne $700 per month (up to a two-year maximum) if she attended a full-time, postgraduate program; and (3) Yvonne would make every reasonable effort to become self-sufficient. The language was carefully crafted to specify that the alimony was rehabilitative. 1

*488 At the time the dissolution stipulation and decree were drafted, Yvonne had already begun to experience psychiatric problems. She sought treatment from a psychiatrist beginning in 1985 and underwent extensive evaluation at a widely respected psychiatric clinic in 1986. She was diagnosed as suffering from major depression and chronic post-traumatic stress disorder. 2 Her psychiatric problems also caused her to have certain physical ailments, including reflux esophagi-tis, ulcers, hiatal hernia, chronic lower back pain, psoriasis, and Raynaud’s disease.

Yvonne’s life since the dissolution has gone into a drastic downward spiral. But only by hindsight, in view of what has transpired since entry of the decree, can it be said that it was unrealistic to hope she could become self-supporting. We are convinced, although James obviously feels otherwise, that her failure has not been for lack of effort. She attempted to enroll in college to pursue a master’s degree in special education, and actually began classes in the fall term of 1987. She was however rejected from the masters’ program due to inadequate undergraduate grades, and was subsequently forced from her studies due to a psychiatric episode that led to hospitalization.

Rather than returning to her studies, Yvonne entered the work force. Beginning in May 1988 she was employed for three months at a restaurant as a cashier and custodian, and later by a hospital where she worked as a nurse. Then, following a job-related injury, she was assigned to the hospital pharmacy. The hospital placed her on medical leave of absence in November of 1991 at the time of still another psychiatric hospitalization.

In all Yvonne has had twelve psychiatric hospitalizations since the dissolution and has been treated by several psychiatrists in the Des Moines area. Although her primary diagnosis of chronic posttraumatic stress disorder and depression has remained the same, her condition has badly deteriorated. She has been receiving social security disability benefits and long-term disability benefits from her employer. Her current treating psychiatrist states she is not currently capable of holding a job. It is the medical opinion of the physician who completed the medical portion of her disability application in 1991 that Yvonne cannot be rehabilitated and will never work again.

Yvonne continues to live in the comfortable family home she was awarded in the dissolution decree. Also residing there is a man with numerous physical ailments 3 who pays $300 monthly rent. Except for alimony Yvonne’s only other income is $400 in monthly social security disability benefits and, at the time of hearing, $785 4 in monthly disability payments derived through Yvonne’s hospital employment. In contrast James’ professional career as an anesthesiologist has flourished. His income in 1993 was expected to reach $300,000. He also expected to receive an additional $100,000 in income that year from investments.

Under the dissolution decree the last payment of rehabilitative alimony was due in May 1992. On April 30, 1992, Yvonne filed her petition to modify the decree. She asserted that, because her health problems prevented her from obtaining employment as contemplated in the stipulation and agreement, rehabilitative alimony should be continued or converted into permanent alimony. She also requested assistance for her medical bills, and attorney’s fees.

*489 After trial on the merits the district court concluded “Yvonne’s worsening psychiatric problems, the lack of health insurance benefits, her increased medical expenses, her un-employability, the increased financial resources of James and the reduced assets of Yvonne” constituted a significant change in circumstances warranting modification of the decree. The court ordered James to continue to pay alimony of $3100 per month to Yvonne until the death of either party or until otherwise ordered by the court. Due to Yvonne’s inability to manage funds, however, the court ordered the alimony to be paid into a court-supervised trust for Yvonne’s benefit. The court also ordered James to pay one-half of Yvonne’s uninsured medical expenses and $10,000 of Yvonne’s attorney’s fees. It is from this judgment that James appeals, and Yvonne cross-appeals. This is an equitable proceeding under Iowa Code section 598.3 (1995) on which our review is de novo. Iowa R.App.P. 4.

I. James contends the trial court exceeded its authority in modifying the initial decree because rehabilitative alimony payable for a limited period cannot be extended and converted into traditional alimony. Notwithstanding the equitable nature of this proceeding, James’ first contention presents a legal question on which our review is on error. See In re Marriage of Gallagher, 539 N.W.2d 479, 480 (Iowa 1995).

We have distinguished rehabilitative alimony from permanent alimony, explaining that the former was fashioned as a method of supporting an economically dependent spouse through a limited period of re-education or retraining following a dissolution, thereby creating opportunity and incentive for that spouse to become self-supporting. In re Marriage of Francis,

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Bluebook (online)
542 N.W.2d 486, 1995 WL 699856, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-marriage-of-wessels-iowa-1995.