Keller v. O'Brien

683 N.E.2d 1026, 425 Mass. 774, 1997 Mass. LEXIS 364
Massachusetts Supreme Judicial Court·Decided August 21, 1997·Published·Cited by 45 cases

Opinions

Marshall, J.

Anthony J. Keller appeals from a judgment of the Worcester Probate and Family Court, entered after rescript from this court, Keller v. O’Brien, 420 Mass. 820 (1995) (Keller I), that terminated Keller’s alimony obligation to his former wife, Helen M. O’Brien, but denied Keller’s request for restitution of alimony payments made to O’Brien after her remarriage. Keller had sought restitution for all payments made after June, 1992, the date that he first applied to modify his alimony obligation. We transferred the case to this court on our own motion and conclude that, in the circumstances of this case, the judge was correct. We affirm the judgment of the Probate and Family Court.

[775] I

After twenty-six years of marriage, Keller and O’Brien were divorced in November, 1990. The judgment of divorce nisi required Keller to pay O’Brien $800 a week, $500 of which was alimony.1 The judgment was silent as to whether alimony would terminate in the event of O’Brien’s remarriage, and there was no surviving agreement between the parties.2

O’Brien remarried on May 17, 1992. One month later, on June 17, 1992, Keller filed a complaint for modification pursuant to G. L. c. 208, § 37, seeking to terminate alimony, claiming that O’Brien’s remarriage constituted a material change of circumstances. He filed an amended complaint in November, 1992, making the same claim. After an evidentiary hearing in December, 1993, a probate judge concluded that O’Brien’s remarriage was a change in circumstances allowing for the introduction of evidence relative to the need for continued support, citing Southworth v. Treadwell, 168 Mass. 511 (1897). She determined, however, that O’Brien was still in need of support, that Keller was still able to pay support, and that O’Brien’s remarriage did not constitute a material change in her economic circumstances sufficient to warrant a modification of the divorce judgment.3 Accordingly, on February 15, 1994, the judge issued [776] a judgment dismissing Keller’s complaint. Keller appealed, and we granted his application for direct appellate review.

On July 24, 1995, we issued our opinion, Keller /, holding that, in the absence of an agreement to the contrary, remarriage is a prima facie change of circumstances, and concluding for the first time that remarriage terminates alimony “absent proof of some extraordinary circumstances, established by the recipient spouse, warranting its continuation.” Id. at 827. We declined to establish a rule that remarriage automatically terminates alimony, but described the “general principle that alimony should terminate on the recipient spouse’s remarriage,” and that “alimony would survive remarriage only in those rare situations which involve an on-going and legitimate need for continuation of alimony payments.” Id. Noting that it was not apparent from the record that O’Brien had satisfied her burden of showing the “extraordinary” circumstances that would warrant continuation of the alimony payments, we vacated the Probate Court’s dismissal of Keller’s complaint for modification and remanded the matter to the Probate Court.4 Keller then moved for entry of judgment and, for the first time, sought restitution of alimony payments made after the date on which he filed his original complaint for modification, June 9, 1992.5 On August 29, 1995, after a further hearing, the probate judge terminated Keller’s alimony obligation but denied his claim for restitution.

II

Keller I resolved an issue that had been unsettled in Massachusetts for more than a century. Previously we had recognized that remarriage was a change of circumstances al[777] lowing one “a right to look for support from the new spouse,” O’Brien v. O’Brien, 416 Mass. 477, 481 (1993), and that “either party could offer evidence” as to whether the continuation of alimony to the remarried spouse was warranted. Southworth, supra at 512.

Our decision in Southworth suggested, but did not state, that the recipient spouse had the burden of proving that continued alimony after remarriage was warranted. Id. at 513. However, in the one hundred years since Southworth, our courts have required the party seeking modification, the alimony-paying spouse, to meet the burden of proving that upon remarriage a change of financial circumstances has occurred sufficient to justify modification of the alimony obligation. See, e.g., Ziegler v. McKinlay, 318 Mass. 765, 767 (1945) (upholding finding that judge not “satisfied on the evidence that the [support-paying spouse] had sustained the burden of proving that such a change in [his] circumstances had occurred since the entry of the [divorce] decree as would justify the modification”)6;' Gallerani v. Gallerani, 24 Mass. App. Ct. 927, 928 n.5 (1987) (in the absence of an agreement, remarriage does not terminate alimony where the “husband makes no argument that he is unable to pay the alimony called for in the agreement”). See also Gottsegen v. Gottsegen, 397 Mass. 617, 625 (1986) (“the court may later modify the original judgment if the petitioner demonstrates a material change of circumstances”).7

Our decision in Keller I changed this standard in two important respects. First, we held that, in the event of remarriage, the burden of proof rests squarely on the recipient spouse to justify the continuation of alimony. Id. at 826-827. In addi[778] tion, we increased significantly the weight of this burden: the recipient spouse now must prove that “extraordinary” circumstances warrant the continuation of alimony. Id. We said that we would not “speculate” about what circumstances might be sufficiently “extraordinary” to warrant the continuation of alimony after remarriage, but our opinion spoke of these as “rare situations,” making clear that the burden is indeed a heavy one. Keller I, supra at 827 & n.13.

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Keller v. O'Brien, 683 N.E.2d 1026, 425 Mass. 774, 1997 Mass. LEXIS 364 (Mass. 1997).

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