Nancy Johnson Sistrunk v. Carlos Leslie Sistrunk

Mississippi Supreme Court·Decided April 3, 2025·No. 2023-CA-01130-SCT·Published

Opinion

IN THE SUPREME COURT OF MISSISSIPPI NO. 2023-CA-01130-SCT

NANCY JOHNSON SISTRUNK v. CARLOS LESLIE SISTRUNK

DATE OF JUDGMENT: 09/13/2023 TRIAL JUDGE: HON. PAULA DRUNGOLE-ELLIS TRIAL COURT ATTORNEYS: LYDIA QUARLES ROY E. CARPENTER, JR.

COURT FROM WHICH APPEALED: OKTIBBEHA COUNTY CHANCERY COURT

ATTORNEY FOR APPELLANT: LYDIA QUARLES ATTORNEY FOR APPELLEE: ROY E. CARPENTER, JR. NATURE OF THE CASE: CIVIL - DOMESTIC RELATIONS DISPOSITION: REVERSED AND REMANDED - 04/03/2025 MOTION FOR REHEARING FILED:

BEFORE KING, P.J., CHAMBERLIN AND ISHEE, JJ.

KING, PRESIDING JUSTICE, FOR THE COURT:

¶1. In this divorce proceeding, the chancellor awarded the parties a divorce, divided the real and personal property approximately equally, left each party with their own financial assets and liabilities, and declined to award alimony, child support for an adult disabled child, or attorneys’ fees. The wife appears to receive significantly less monthly income than the husband. In making its awards, the chancery court failed to make findings of fact regarding most of the factors it was required to consider in the equitable distribution of assets. Further, many of the facts it did find are unsupported by the record, thus are not supported by

substantial evidence. This Court consequently reverses the chancery court’s judgment regarding the equitable distribution of assets and related equitable matters and remands the case for further consideration.

FACTS AND PROCEDURAL HISTORY

¶2. Nancy and Carlos Sistrunk were married in 1984. They separated in 2021, and Nancy filed for divorce based on irreconcilable differences, or, alternatively, adultery. The Sistrunks have four adult children. However, their oldest daughter, Emily, has Down syndrome and other health issues and is incapable of supporting herself. Carlos answered the divorce complaint, also expressing a desire to resolve the divorce based on irreconcilable differences. Carlos admitted to the alternative ground of adultery, but the parties eventually agreed to withdraw fault grounds and proceed based on irreconcilable differences. In 2023, Nancy filed a “Motion to Determine Status of Residence as a Marital Asset, To Confirm Title in the Plaintiff, and Motion to Determine the Responsibility of Payment of Child Support for Disabled Adult Child.” Carlos opposed the motion.

¶3. Trial on the issues, primarily financial issues and division of property, was held in September 2023. The facts relevant to the equitable division of property and other equitable issues are as follows. A. Emily

¶4. Emily, age thirty-seven at the time of trial, was born with Down syndrome.1 She was also born with three heart conditions. As an adult, she had a mechanical aortic valve placed

1 Nancy testified extensively about Emily’s special needs and health needs, and Carlos agreed with Nancy’s testimony regarding those issues.

in her heart. She also has Celiac disease, fatty liver disease, and early cataracts. Due to her medical conditions, she requires multiple medications, weekly finger pricks, and a special diet. She cannot manage those things on her own, so Nancy manages them for her. Emily also requires frequent doctor visits, to which Nancy takes her. Emily can only be left alone for short periods of time, and even then, she has a cell phone and cameras in the home and in her room to monitor her. Emily receives Social Security Disability Income in the amount of $777 per month and Supplemental Security Income in the amount of $157 per month. Nancy and Carlos purchased a cash value life insurance policy for which Emily is the ultimate beneficiary. It matures in the 2030s and is valued at more than $300,000. Emily also has TriCare through Carlos’s military service and additionally has Medicaid. Prior to the separation, Carlos and Nancy claimed Emily as a dependent on their tax returns. Nancy has been claiming Emily as a dependent on her tax returns since the separation. Nancy and Emily still live in the marital home. Nancy is Emily’s primary caregiver. Further, during the marriage (before the separation), Nancy retired in order to better care for Emily’s multitude of needs. B. Real Property (Marital Home)

¶5. Nancy and Carlos purchased their home in 1986 for $68,000. They made many improvements over the years. Carlos had the home appraised in 2022, and the home was valued at $485,000.2 In December 2018, Nancy and Carlos signed a home equity line of credit for $77,000 on the marital home to help their daughter Kylie purchase a business, and

2 Carlos disagreed with the valuation by the appraiser, whom he alone chose and hired, arguing it should be higher.

they executed a deed of trust in favor of the lender. Kylie testified that Nancy pays the note and that Kylie sometimes reimburses her; but she does not reimburse Nancy when the business is struggling. Carlos also signed a deed in March 2019 removing his name from property’s deed and placing the property solely in Nancy’s name. He testified that it was because his credit was worse than Kylie’s, but Kylie’s name is not on the home equity line of credit, and that loan was made prior to signing the deed over to Nancy alone. Thus, the reason for Carlos deeding his interest in the home to Nancy is unclear from the record before this Court, and the chancery court made no findings on the issue. C. Financial and Other Marital Contributions

¶6. Nancy worked various jobs early in the marriage, sometimes working multiple jobs at the same time. Once the children were in school, Nancy went back to school for almost two years to get her teaching degree. She began teaching, got her Master’s degree at night, and got her national board certification. Nancy taught in the public school system, and she also taught student teachers at Mississippi State University (MSU). By virtue of Nancy’s employment at MSU, her children received a 50 percent discount on tuition when they attended MSU, which Nancy testified was one reason she and Carlos agreed it was preferable for Nancy to continue her employment with MSU in addition to teaching in the public schools. Nancy retired in 2020 after Emily’s last heart surgery to take care of Emily. Nancy receives a retirement distribution from PERS in the amount of $2367.03 every month. On her Uniform Chancery Court Rule 8.05 Financial Statement, Nancy reported a gross monthly income of $2381.73 and a net monthly income of $2287.72, with expenses of $3605.79,

resulting in a deficit of $1318.07. At the time of trial, Nancy, at age sixty-four, did not draw Social Security Income, but wanted to wait until she was sixty-seven to receive a higher amount.

¶7. Very early in the marriage, Carlos started a painting business, Sistrunk Painting. He still owned the business at the time of trial and receives a healthy income from it. Carlos, at age sixty-eight, receives Social Security Income in the amount of $1285 monthly and retirement income from the military in the amount of $882 monthly. He testified that he planned to work with the painting business until he was seventy years old. On his Rule 8.05 Financial Statement, Carlos reported a net income of $6,678.42 monthly and a gross income of $12,694 monthly solely from his business, but a total monthly income of $14,790.75 (adding his social security and military retirement to his business income) . He subtracted $7359 per month in business expenses from the $12,694 of business income. He reported monthly personal expenses of $5932.75. That included $2655 per month in automobile payments. This leaves Carlos with excess income in the amount of about $700.

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