THE ALIMONY GAMBLE: RETRO CITY
Article by Richard Crouch, Attorney at Law,
Crouch & Crouch, Arlington, Virginia; (703)
528-6700;
Originally Published in Family Law News, a Va. State Bar Publication,
Fall, 1993 Issue
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& Crouch Main Page
Disclaimer: Items are not to be considered legal advice or to create
any lawyer-client relationship. Most articles include some obsolete information.
In addition, taking any legal information out of context, i.e., using it
in a different court or a subtly different kind of case, or without the
training to understand all of what it means or doing research to verify
it, usually has disastrous consequences.
[Site Manager's Note: There have been several appellate cases on the subject
since this article was written, but they do not make what's in this article
any less important to know. However, be forewarned that what this article
describes is an exception to what is generally said to be the modern rule.]
Take heart ye traditionalists all! The old-fashioned divorce
law we all once knew is far from dead. Its quaint Victorian terms and tones
still reappear at the Court of Appeals from time to time, albeit selectively.
Most Virginia lawyers think of Gamble v. Gamble, 14 Va. App. 558,
421 S.E. 2d 635 (1992) as a pension case -- and indeed Gamble revolutionized
the Virginia law of pension division, by allowing mandatory "present
offset" awards in defiance of what everyone considered the clearest
possible expression of legislative intent to the contrary. But those who
go on to read the alimony sections of the Gamble opinion will find
that the Court of Appeals in this Charlottesville case made some rather
amazing pronouncements in the law of alimony as well. Every practitioner
who expects to argue a spousal support issue any time soon should carefully
examine the language in Section III of the Gamble opinion concerning
the criteria for awarding maintenance and determining its amount.
Those who had thought that such pro-payee cases as Barnes had fully
renounced traditional alimony thinking despite the General Assembly's express
declaration that it wanted to save at least some vestige of the traditional
criteria in adultery cases should think again. It appears in Gamble
that the Court of Appeals is quite willing to revert to such traditional
concepts in the case of adultery by a payor. Practitioners who have become
quite used to sanctimonious pronouncements in recent payee-adultery cases
that alimony awards, denials and amounts are not meant to punish will see
some language in Gamble that appears astoundingly retro for a proudly value-neutral
society. The majority opinion treats us to some equally sanctimonious pronouncements
that make alimony appear very much designed to punish adultery, if it is
the payor husband who commits it.
And then take the matter of "the style to which she had become accustomed."
For those who thought that this cliché, though found among the statutory
criteria, went out with the black-and-white movies of the 1940s, Gamble
will serve as a reminder that the concept is alive and well. A wronged wife
is entitled to support at just that level, insofar as she needs it and the
guilty husband can afford it. The majority opinion's emphasis on this criterion
is what nostalgia lovers will find so delightfully old-fashioned.
Except for its extremely confusing discussion of spousal maintenance for
purposes of paying mortgages on awarded property, the Gamble opinion's alimony
observations take us back to the days when the grayest among us first began
to practice "domestic relations law." Alimony can indeed be awarded
for the purpose of punishing adultery -- so long as it is the payor who
gets the punishment.
If there is any general rule to net out of the Gamble language and those
cases such as Barnes which strongly imply that there will never, never be
a case that allows alimony to be cut off for reasons of payee adultery,
it is that adultery is going to be very expensive to payor spouses either
way, whether as adulterer or as adultery victim. (Of course there is the
coincidental factor that in both Barnes and Gamble the payee spouses were
female. Now the challenge will be to see how consistently the Court of Appeals
will adhere to its rule when somebody brings it, in this era of increasingly
high-earning wives, a case involving an adulterous female payor.)
The majority begins by stating that "well established principles guide
our resolution of the spousal support issue in this appeal," and that
"where a claim for support is made by a party who has been held blameless
for the marital breach, the law imposes upon the other party a duty, within
the limits of his or her financial ability, to maintain the blameless party
according to the station in life to which that party was accustomed during
the marriage." The opinion does acknowledge that in fixing the amount,
all the §20-107.1 factors must be reviewed, and the award must be fair
under all the circumstances. Turning to the specific case at hand, the Court
declares that "Mr. Gamble's adultery and desertion and Mrs. Gamble's
blamelessness...readily and adequately support the chancellor's threshold
determination" that wife was entitled to support. The Court of Appeals
then focused on amount.
The trial judge correctly reviewed all nine statutory factors when determining
amount, although apparently he is now deemed to have mishandled the first
factor, obligations, needs and financial resources of the parties, since
he left out rental income on the marital home as a financial resource of
the wife, and counted as "needs" monthly mortgage payments she
will be making to retire a mortgage debt that was taken into account under
§20-107.3. Apparently, leaving out the rental income, though wrong,
was not sufficient to trigger a reversal per se, but it was postponed and
relegated to "one of several considerations in our review of the final
award."
In doing all of this the Court of Appeals makes clear (well, sort of clear)
that there is nothing unlawful about granting so much alimony to a blameless
party that the guilty payor ends up with less net income monthly than the
supported spouse. Though the Court refused to reverse on that ground, and
excused itself from the task of reviewing cases on the point, it expressly
did not "decide whether such a result is necessarily a fatal defect
in the calculation of a spousal support award," and it relegated the
issue to the "additional considerations in our review of the final
award in this particular case" category.
While the court pointed out the fallacious double counting involved in treating
the monthly mortgage payment as an alimony-determining supported-party obligation
when the mortgage was already taken into account in equitable distribution,
it also relegated that to the ever-growing "another consideration in
our review" category. The cumulative effect of all these "other
considerations" was in fact a remand on the issue of alimony amount,
which resulted in an award of $450 less in the trial court the second time
around.
On the mortgage-payment-compensation (or subsidy) issue, the majority does
condemn as a clear abuse of discretion the decision to give the wife a "double
dip," but because the appellate court was unable to determine whether
the amount of the award would in fact had been the same if the trial judge
had done it right, it reversed and remanded "for reconsideration in
light of the views expressed herein."
In explaining the double-dip issue the Court of Appeals is bound to cause
some major confusion with sentences like "This requirement, however,
is not an authorization to fix a spousal support award to compensate a spouse
further for marital property received pursuant to Code §20-107.3,"
where apparently it is referring to the recipient spouse, and should perhaps
have put the word compensate in quotation marks to indicate an ironic use.
However, interesting as the abstract discussion of 107.1 and 107.3 purposes
may be, the alarming, and potentially very useful, declarations in the spousal
support area are those designed to show the world what a strong pro-alimony
policy Virginia has. Payor spouses can be made to pay for their adultery,
even though payee spouses can't -- even in the face of the Legislature's
express declaration that they should. The important message for counsel
representing potential alimony recipients is that exploration of potential
adultery facts against the supporting spouse should never be overlooked.
If those who read the Barnes opinion, in conjunction with Aster v. Gross
and similar equitable distribution cases, thought that it meant we are getting
away from the world of subsidizing private detectives and perusing X-rated
photographs, they should think again. Adultery is not irrelevant: it just
depends on whose adultery it is.
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Disclaimer: Items are not to be considered legal advice or to create
any lawyer-client relationship. Most articles include some obsolete information.
In addition, taking any legal information out of context, i.e., using it
in a different court or a subtly different kind of case, or without the
training to understand all of what it means or doing research to verify
it, usually has disastrous consequences.
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