Kerby v. Kerby

2007 OK 35, 164 P.3d 1049, 2007 Okla. LEXIS 62, 2007 WL 1429478
Supreme Court of Oklahoma·Decided May 15, 2007·No. 99,970·Published·Cited by 1 cases

Opinion

WINCHESTER, C.J.

1 1 There are two issues dispositive of this appeal: (1) Whether the trial court erred in refusing to consider evidence of Father's lifestyle in setting the increase in child support; and (2) Whether the trial court erred in setting the effective date for the awarded increase in support as the date Mother filed her motion to modify. We find no error and affirm the trial court's ruling.

FACTS

T2 After nearly six years of marriage, Jennifer Ann Kerby (Mother) and Robert Christopher Kerby (Father) divorced in 1995. The Journal Entry and Decree of Divorce ("Divorcee Decree"), entered July 11, 1995, granted custody of the couple's two daughters to Mother. 1 At the time of the divorcee, Mother's income was approximately $21,000.00 per year, and Father's income was about $125,000.00 per year, combining for a monthly income that exceeded the child support guidelines. See 48 0.8.1991 119. The parties agreed and support was entered requiring Father to pay $1,500.00 per month. 2

3 In June 1999, Mother filed a motion to modify the child support provisions of the Divorce Decree. Mother asserted that Father's annual income had significantly increased and that an increase in child support would be in the best interests of the children "allowing them to have the lifestyle that befits them." At the time Mother filed the motion to modify, Father's income had increased to about $500,000.00 per year while Mother's income generally remained the same. Mother requested an increase in child support to approximately $8,000.00 per month. Father opposed the motion to modify arguing that the current support amount was sufficient to meet the children's reasonable needs. 3

T4 Upon Father's objection at trial, the court refused Mother's proffered exhibit showing projected expenses and instead limited it to an offer of proof. The trial court subsequently denied Mother's request for increased support. Mother appealed the matter which resulted in our opinion in Kerby v. Kerby, 2002 OK 91, 60 P.3d 1038 (Kerby 1).

15 In Kerby I, we held that the "significant increase in Father's income was a material change of cireumstances allowing the [trial] court to review the existing child support award." Kerby I, 2002 OK 91 at ¶ 16, 60 P.3d at 1042. We further held that although the change in income alone does not obligate the trial court to modify the award, it was error for the trial court to exclude Mother's "evidence of the children's projected needs based on the increase in Father's income." Kerby I, 2002 OK 91 at ¶¶ 10 and 16, 60 P.3d at 1041, 1042. The Court reasoned that a child should enjoy an enhanced lifestyle when one of the parents, custodial or not, experiences a significant increase in income. Kerby I, 2002 OK 91 at ¶ 11, 60 P.3d at 1041. Thus, we remanded the matter back to the trial court for a consideration of all relevant factors, including "the children's needs at the time of the modification, not at the time of the decree" to determine if "modification of the current amount of child support is warranted." 4 Kerby I, 2002 OK 91 at ¶ 11, 60 P.3d at 1041.

*1051 T 6 After remand, Father moved for a protective order after Mother sought to discover evidence of the "current lifestyle of the Father and his children with his new wife." While Mother argued such information was necessary to determine what type of support the children deserved, Father argued "that any aspect of [his] 'lifestyle' or assessment thereof has no bearing" in a modification hearing. Father also objected to providing information regarding his current income. 5 Father stipulated to the ability to pay any reasonable amount of child support ordered by the trial court. Mother responded and moved to compel the requested income and lifestyle information.

T7 The trial court granted Mother's motion to compel Father to provide his tax returns and current income information finding such information relevant based on this Court's mandate in Kerby I. However, with respect to discovery into Father's lifestyle, the trial court ruled that, with the knowledge of Father's current income and his stipulation to the ability to pay any reasonable amount of support, such information was not relevant to this case. 6 As such, Mother made an offer of proof on such evidence at trial.

8 Through discovery after remand, it was learned that Father's income had risen to nearly $1.3 million dollars annually, roughly ten times more than it was at the time of the divorcee. Mother increased her demand of projected expenses to approximately $10,000.00 per month. Father again argued that the original child support order was sufficient for the children's reasonable expenses, casting mother's projected expenses as "ridiculous."

T9 After trial, the court ruled that a modification was indeed warranted based on the evidence and increased the child support from $1500.00 per month to $2800.00 per month. The trial court set the effective date of the increase as the date of Mother's motion to modify and ordered Father to pay an arrearage of $62,400.00 calculated upon $1300.00 per month increase for forty-eight (48) months.

1 10 Mother appealed the trial court's denial of evidence relating to Father's lifestyle and Father appealed the trial court's determination of the effective date of the increase. The Court of Civil Appeals (COCA), Division III, agreed with the trial court that an increase was warranted and that its effective date was the date Mother filed the motion to modify but held that the court abused its discretion in failing to consider evidence regarding Father's lifestyle. COCA remanded the case back to the trial court, ordering it to "evaluate what amount of child support is warranted based upon the parties' incomes and lifestyle at the time modification was sought." We granted certiorari.

I. Modification of Child Support

{11 Mother argues that because Father's income has increased, her children are entitled to live in the same lifestyle as Father. In support of her argument, Mother relies on this Court's opinion in Kerby I wherein we stated that the children should benefit, in the form of an enhanced lifestyle, from the significant increase in their Father's income. Kerby I, 2002 OK 91 at ¶ 11, 60 P.3d at 1041. Mother stretches this language and argues that this Court deemed Father's lifestyle a relevant factor in this modification proceeding. Mother's argument is misguided.

1 12 While we do not deny that lifestyle of the parents may be a relevant factor in certain cases, lifestyle was not an issue before this Court in Kerby I. Moreover, this Court has never held that lifestyle is a requisite factor in all modification cases. To the contrary, in cases such as this, where Father's monthly income alone is above the maximum child support guidelines, the Legislature has left the courts with discretion to determine *1052 the factors for setting child support above the guideline amounts. 48 O.S.2001 119 (B); Kerby I, 2002 OK 91 at ¶ 9, 60 P.3d at 1041.

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Kerby v. Kerby, 2007 OK 35, 164 P.3d 1049, 2007 Okla. LEXIS 62, 2007 WL 1429478 (Okla. 2007).

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