Shimkus v. Shimkus

244 Cal. App. 4th 1262, 198 Cal. Rptr. 3d 799
CourtCalifornia Court of Appeal
DecidedFebruary 18, 2016
DocketG050323, G050599
StatusPublished
Cited by36 cases

This text of 244 Cal. App. 4th 1262 (Shimkus v. Shimkus) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shimkus v. Shimkus, 244 Cal. App. 4th 1262, 198 Cal. Rptr. 3d 799 (Cal. Ct. App. 2016).

Opinion

Opinion

THOMPSON, J.

Appellant Kim M. Shimkus (Kim) 1 appeals from a postjudgment order granting the request of respondent Jeffrey E. Shimkus (Jeff) to terminate spousal support. She contends the court erred: that it did not automatically admit declarations into evidence, failed to apply the disentitlement doctrine, found there was a change of circumstances warranting termination of spousal support, and failed to require Jeff to prove inability to work. She also claims procedural errors: the court did not provide a statement of decision, failed to set out its analysis of the factors in Family Code section 4320 (all further statutory references are to this code unless otherwise specified), and failed to make findings as to its denial of attorney fees.

We conclude the court did not err when it refused to consider the declarations that were never offered into evidence. Nor was it error to find the disentitlement doctrine did not apply. Further the court properly found a change of circumstances allowing it to consider whether support should be modified.

However, in making its decision the court was required to consider all of the section 4320 factors. We cannot determine whether it did so because it failed to issue a statement of decision. Therefore, we reverse and remand for the court to consider all of the applicable section 4320 factors, issue a statement of decision, and to make findings as to its denial of attorney fees.

*1266 FACTS AND PROCEDURAL HISTORY

The parties were married for almost 22 years before they separated. The judgment of dissolution was filed in September 2011. Jeff was ordered to pay spousal support in the sum of $3,000 per month, based on his gross monthly income of $9,442 and Kim’s gross monthly income of $1,143 per month. Jeff was also ordered to pay $73,752 nonmodifiable spousal support, as a remedy to collect the equalization payment, payable at the rate of $1,100 per month (nonmodifiable support). Jeff’s pensions were also divided.

In October 2013 Jeff filed a request for order (RFO) 2 to, among other things, terminate spousal support (support RFO). In his declaration he claimed there would be a “substantial change in circumstances” (boldface omitted) in the next 60 days when he retired from the fire department, thereby reducing his income. He was retiring at age 61 because of the physical demands of the job and would be receiving a pension through the Public Employees’ Retirement System (CalPERS) of about $7,560 per month. 3 He claimed this was a significant reduction in his base monthly payment in addition to the loss of overtime. He stated that his income would be insufficient to continue to pay support.

Jeff set out Kim’s income and stated he understood she had begun to draw on her portion of the CalPERS pension awarded in the judgment. He claimed, based on the reduction in his income, it would cause him substantial financial hardship if he had to continue to pay support. He further asserted Kim’s increased income from the pension justified termination of support.

In opposition, Kim filed an RFO for attorney fees and sanctions (fee RFO). She stated the last support payment she received was in January 2014. In addition, Jeff had told her he would not pay any further support and had not made a payment in February 2014.

At the beginning of the hearing on the RFO’s, the court stated each party would be able to present “any and all evidence.” Kim’s lawyer requested the court rule first on her objections to the declarations of Jeff and his counsel. The court replied it would take oral testimony and would rule on any objections made when questions were asked. Kim’s attorney responded, “Okay.”

*1267 In her opening statement, Kim’s lawyer stated she would be presenting certain evidence “from the declarations.” At the end of Kim’s testimony, the court inquired of her attorney, “Any other evidence?” and counsel replied, “No, everything has been provided in the paperwork, your honor.” The court did not respond.

During closing argument Kim’s counsel argued Jeff was in contempt due to his failure to pay spousal support, and thus he could not seek modification of the order. The court commented it understood case law held there had to be a finding of contempt, not just an allegation, and in this case there had been no such finding. When the court stated it required evidence to such effect, Kim’s lawyer responded that the evidence was in Kim’s declaration in opposition to the request. Jeff’s counsel countered there was no such evidence before the court.

The court stated the evidence in the hearing was the testimony and documents admitted, and “[n]othing else.” Kim’s lawyer argued that the declarations filed were in evidence, absent any objections.

When the court took the matter under submission, it stated it would “look at all the pleadings” and “closely at [California Rules of Court,] rule 5. 111.” 4 (All further references to rules are to the California Rules of Court.) Kim’s counsel confirmed the court had not ruled on her objections to the declarations filed by Jeff and his counsel and asked the court to review them, to which the judge replied he would.

In the order (Order) granting the support RFO, as to the declarations, the court ruled the only evidence was that presented by oral testimony and exhibits introduced into evidence, characterizing the declarations as “unreceived evidence.”

The Order terminated support as of January 1, 2014. The original judgment found Jeff’s income was $9,442 and Kim’s was $1,143. After payment of spousal support and the nonmodifiable support, Jeff’s income was $5,342 and Kim’s was $5,243.

The court further ruled:

“At the hearing the evidence showed [Jeff’s] income from his retirement is $7,861. This started in January [2014]. The evidence also showed that his average income in 2013, before his retirement[,] was $19,344.
*1268 “Evidence showed [Kim’s] present income was as follows: $1,083 from employment, $280 from her son’s assistance/ 5 ! $3,691 from her pension and the $1,100 non-modifiable spousal support[;] total, without the $3,000 spousal support order, is $6,154.
“Court received evidence of two significant changes of circumstance, the first [Jeff’s] retirement and the second [Kim’s] income from the pension plan. It can be argued that a retirement before the age of 65 does not automatically result in a modification of support. It can be argued that the retirement was done for the sole purpose of not having to pay the support. This would force the court to look at [Jeff’s] ability to earn.
“In the case In re Marriage of Sinks[] (1988) 204 Cal.App.3d 586 [251 Cal.Rptr. 379, 251 Cal.Rptr. 379], where[]in the court indicated in a case such as this the court may . . .

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Cite This Page — Counsel Stack

Bluebook (online)
244 Cal. App. 4th 1262, 198 Cal. Rptr. 3d 799, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shimkus-v-shimkus-calctapp-2016.