James M. Pierson
James T. Cooper
Pierson Legal Service
Cooper & Glass
Charleston, West Virginia Charleston, West Virginia
Attorney for the Appellee
Attorney for the Appellant
The Opinion of the Court was delivered PER CURIAM.
CHIEF JUSTICE DAVIS and JUSTICE MAYNARD concur in part, dissent in part, and reserve the right to file separate opinions.
1. In reviewing challenges to findings made by a family law master that also
were adopted by a circuit court, a three-pronged standard of review is applied. Under these
circumstances, a final equitable distribution order is reviewed under an abuse of discretion
standard; the underlying factual findings are reviewed under a clearly erroneous standard; and
questions of law and statutory interpretations are subject to a de novo review. Syl. Pt. 1,
Burnside v. Burnside, 194 W.Va. 263, 460 S.E.2d 264 (1995).
2. Questions relating to alimony and to the maintenance and custody of the
children are within the sound discretion of the court and its action with respect to such matters
will not be disturbed on appeal unless it clearly appears that such discretion has been abused.
Syllabus, Nichols v. Nichols, 160 W.Va. 514, 236 S.E.2d 36 (1977).
3. By its terms, W.Va.Code § 48-2-16 [1976] requires a circuit court to
consider the financial needs of the parties, their incomes and income earning abilities and their
estates and the income produced by their estates in determining the amount of alimony to be
awarded in a modification proceeding. Syl. Pt. 2, Yanero v. Yanero, 171 W.Va. 88, 297
S.E.2d 863 (1982).
4. W.Va.Code, 48-2-15(i) (1991), bars a person from alimony in only three
instances: (1) where the party has committed adultery; (2) where, subsequent to the marriage,
the party has been convicted of a felony, which conviction is final; and (3) where the party has
actually abandoned or deserted the other spouse for six months. In those other situations
where fault is considered in awarding alimony under W.Va.Code, 48-2-15(i), the court or
family law master shall consider and compare the fault or misconduct of either or both of the
parties and the effect of such fault or misconduct as a contributing factor to the deterioration
of the marital relationship. Syl. Pt. 2, Rexroad v. Rexroad, 186 W.Va. 696, 414 S.E.2d 457
(1992).
5. In divorce actions, an award of attorney's fees rests initially within the sound
discretion of the family law master and should not be disturbed on appeal absent an abuse of
discretion. In determining whether to award attorney's fees, the family law master should
consider a wide array of factors including the party's ability to pay his or her own fee, the
beneficial results obtained by the attorney, the parties' respective financial conditions, the
effect of the attorney's fees on each party's standard of living, the degree of fault of either
party making the divorce action necessary, and the reasonableness of the attorney's fee
request. Syl. Pt. 4, Banker v. Banker, 196 W.Va. 535, 474 S.E.2d 465 (1996).
Per Curiam:
This is an appeal by Pamella L. Drennen (hereinafter Appellant) from a divorce
order of the Circuit Court of Kanawha County failing to provide the Appellant with an alimony
award. The Appellant also challenges the lower court's distribution of certain credits to her
former husband, Duane Drennen (hereinafter Appellee) in equitable distribution, the granting
of ownership of the marital home to the Appellee, and the alleged failure of the lower court
to provide the Appellant with adequate attorney's fees. Upon thorough review of the briefs,
record, and arguments of the parties, we find that the lower court committed error in failing
to grant the Appellant an alimony award. We therefore affirm in part, reverse in part, and
remand for further proceedings consistent with this opinion.
The evidence adduced at the hearings indicates that the Appellant is forty-seven
years of age and has earned a high school diploma. Although she was employed as a secretary
during the early part of the marriage, she discontinued that employment on June 1, 1995, due
to health problems. Evidence indicated that the sexual relationship between the parties was
greatly suppressed subsequent to the Appellant's vaginal cuff surgery in the early 1990's and that the parties had not had frequent sexual relations thereafter.
(See footnote 2) since
February 14, 1991. Evidence also indicated that the Appellant rarely attended
social or family functions with the Appellee during the last several years
of the relationship. In April 2000, she received a favorable ruling from the
Social Security Administration on her application for disability benefits,
based upon medically determinable severe impairments: major depression,
anxiety with panic attacks and irritable bowel syndrome.
(See footnote 3) She
received a lump sum award for back social security benefits in the amount
of $19,016.23, and a net monthly social security benefit of $881.00,
(See footnote 4) which
is her sole source of income. The Appellant contends that her living expenses
are $1,710 per month.
(See footnote 5)
The Appellee has been employed as a deputy sheriff in Kanawha County since
1970, and he has earned both an associate and a bachelor of science degree. The Appellee is fifty-eight years of age and has continued to engage in his employment as
a deputy sheriff, despite complaints of various medical problems.
(See footnote 6) Financial
statements indicate that the Appellee's gross monthly salary was $3,657.36.
At the time the Appellee's financial statement was filed on March 29, 1999,
the Appellee's net monthly salary was $2,355.46.
By order dated June 13, 2001, Family Law Master
Robert Montgomery issued a recommended order denying the Appellant an alimony
award, granting possession of the marital home to the Appellee, and determining
equal distribution by subtracting $7,350.00 in offsets from the
Appellant's share of equity in the marital home,
(See footnote 7) leaving
a payment of $9,402.89 as equitable distribution to the Appellant. These offsets
included $1,050.00, as the Appellee's
half of a $2,100.00 tax refund for 1998; $1,000.00 as the Appellee's half
of a $2.000.00 joint marital account fund; $3,300.00 as an additional amount
paid by the Appellee to the Appellant after separation; and $2,000.00 for
a loan ordered in the temporary order to be used for monthly expenses by the
Appellant. By order dated
October 3, 2002, the circuit court approved the recommended order, and the
Appellant now appeals that decision.
On appeal, the Appellant contends that the lower court
erred by failing to award alimony, by failing to grant the Appellant possession
of the marital home, and by erroneously calculating the equitable distribution
to which she is entitled.
An abuse of discretion occurs in three principal ways: (1) when
a relevant factor that should have been given significant weight is
not considered: (2) when all proper factors, and no improper
ones, are considered, but the family law master in weighing those
factors commits a clear error of judgment: and (3) when the
family law master fails to exercise any discretion at all in issuing
the order.
Id. at 548, 474 S.E.2d at 478.
In syllabus point two of Yanero v. Yanero, 171 W.Va. 88, 297 S.E.2d 863 (1982), this Court
explained: By its terms, W.Va.Code § 48-2-16 [1976] requires a circuit court to consider the
financial needs of the parties, their incomes and income earning abilities and their estates and
the income produced by their estates in determining the amount of alimony to be awarded in
a modification proceeding.
With regard to the relative degrees of fault of the parties and the potential impact
upon alimony, West Virginia Code § 48-2-15(i) (1999) provides, in pertinent part, as follows:
In determining whether alimony is to be awarded, or in
determining the amount of alimony, if any, to be awarded under
the provisions of this section, the court shall consider and
compare the fault or misconduct of either or both of the parties
and the effect of such fault or misconduct as a contributing factor
to the deterioration of the marital relationship.
In syllabus point two of Rexroad v. Rexroad, 186 W.Va. 696, 414 S.E.2d 457 (1992), this
Court examined West Virginia Code § 48-2-15(i) and held:
W.Va.Code, 48-2-15(i) (1991), bars a person from
alimony in only three instances: (1) where the party has
committed adultery; (2) where, subsequent to the marriage, the
party has been convicted of a felony, which conviction is final;
and (3) where the party has actually abandoned or deserted the
other spouse for six months. In those other situations where fault
is considered in awarding alimony under W.Va.Code, 48-2-15(i),
the court or family law master shall consider and compare the
fault or misconduct of either or both of the parties and the effect
of such fault or misconduct as a contributing factor to the
deterioration of the marital relationship.
We reiterated in Banker that [a]bsent a finding of a statutory bar to alimony or a finding of
substantial fault or misconduct on the part of the spouse seeking alimony, the issue is to be
resolved on the basis of the relative financial positions of the divorcing spouses. 196 W.Va.
at 541, 474 S.E.2d at 471. This consideration of relative fault, within the context of determining an alimony award, was also discussed in F.C. v. I.V.C.,
171 W. Va. 458, 300 S.E.2d 99 (1982), and this Court explained that even
in consensual divorces, where fault or blamelessness is not an issue in determining
which spouse shall be charged with alimony, consideration may be given to
the inequitable conduct of one party to determine what is a just and equitable
alimony award. 171 W.Va. at 460, 300 S.E.2d at 101.
In the present case, there is no statutory bar to alimony since there is no
evidence that the Appellant has committed adultery, been convicted of a felony subsequent to
the marriage, or has actually abandoned or deserted the Appellee for six months. In failing to
grant the Appellant an alimony award, it appears that the lower court committed an abuse of
discretion by inappropriately weighing the Appellant's perceived fault or inequitable conduct
in contributing to the deterioration of the marriage and in denying her an alimony award on that
basis. In its October 3, 2001, order the lower court explained: That while a divorce should
be granted on the grounds of irreconcilable differences, the Court finds that there was
substantial inequitable conduct on the part of the Defendant which led to the breakdown of the
marital relationship. The lower court did not elaborate upon what precise factors it
considered inequitable conduct, but did comment in its general factual findings, as follows:
That the Plaintiff testified at the insistence of the Defendant the parties last had sexual
relations eight years prior to separation on February 14, 1991 and the Defendant testified that
sexual intercourse was rare after a vaginal cuff surgery in the mid 1990's and terminated
completely since 1997[.] The lower court also stated: That in the early to mid 1990's the
Defendant reduced her other marital activities, and non economic contributions to the marital
estate, including a reduction in homemaker services and a reduction in social and emotional
involvement with the Plaintiff, his family and his career[.]
With regard to the denial of an alimony award, the lower court further stated as
follows:
In Shenk, the Louisiana court addressed the issues of the sexual relationship of
parties to a divorce and held that
The situation in the present
case is also complicated by the fact that payments ordered to be paid by the
Appellee to the Appellant while the divorce was pending were later charged
against the
We also direct the lower court to conduct further hearings, if additional evidence
is deemed necessary. We note that the parties apparently submitted their individual
recommended findings of fact and conclusions of law to the family law master and did not have
an opportunity to review or rebut the contentions of the opposing party prior to final decision
of the family law master. Moreover, upon the Appellant's filing of exceptions to the
recommended order, the lower court, by order dated October 3, 2001, held that further hearing
was not necessary in order for the Court to make a decision in this matter. On remand,
consideration should be given to permitting the parties an opportunity to consider and rebut
the opponent's positions.
That after consideration of all of the factors contained in
West Virginia Code 48-2-16 including, but not limited to, the
fact that the Defendant shall retain all of her social security
award, receive equitable distribution payment of $9,402.89,
receive retirement benefits pursuant to a subsequent QDRO
within the maximum of less than 8 years, and division of the
marital debts which shall leave the Plaintiff debt-free, the
payment of alimony is not appropriate in this case.
Upon our review of this matter, we find that the lower court abused its discretion
by finding substantial inequitable conduct by the Appellant and in utilizing that judgment in the
denial of alimony. The absence of marital physical relations, failure to attend family functions,
and inattentiveness to household chores are insufficient bases for a total denial of an alimony
award in a case in which the financial disparity between the parties is substantial. Other courts
dealing with failure to engage in physical relations due to health-related issues have concluded
that such inactivity cannot be characterized as fault or inequitable conduct when determining
rights upon divorce. In Doane v. Benenate, 671 So.2d 523 (La. App. 4th Cir. 1996), for
instance, Mr. Doane testified he left the marital home because the marriage and sexual
relations had declined. 671 So.2d at 524. Mr. Doane claimed that Mrs. Doane's expressions
of lack of love and her requests that he leave the domicile support the finding that Mrs. Doane
was at fault. Mrs. Doane contended that her conduct was caused by mental illness, and the
court concluded that [a]ctions of one spouse toward another that normally constitutes cruel
treatment are excused when involuntarily induced by a preexisting physical or mental illness.
Id. at 424-25, citing Shenk v. Shenk, 563 So.2d 1000, 1003 (La. App. 4th Cir. 1990).
[s]ince there are many considerations between parties upon which
such a private and sensitive act may depend, we, as other courts
have wisely held previously, refuse to establish a quota for
frequency of sexual contact, anything short of which would
constitute grounds for fault in the dissolution of a marriage.
563 So.2d at 1003; see also
Significantly, at the time
the sexual relationship began to falter Mrs. Shenk was having medical problems
directly related to sexual intercourse. Moreover, shortly before or after
their move to Houston, Mrs. Shenk received a letter from the person who abused
her as a child. The rekindling of such a traumatic experience, the trial court
found, directly contributed to her refusal to engage in sexual relations with
her husband.
563 So.2d at 1003.
In further justifying the denial of an alimony award in the present case, the lower
court explained that the Appellant was permitted to retain her $19,016.25 social security
disability award and her monthly social security disability benefits. However, the lower court
appears to have disregarded the fact that those monthly benefits may not continue indefinitely,
based upon the review to which such award will be subjected every three years. Of potentially
greater impact upon the Appellant's financial endurance is the fact that the retirement benefits
to which she is entitled may not begin until 2008. In circumstances of this nature, an award
has sometimes been granted, allowing an individual to obtain a temporary alimony award,
payable only until such time as other identified benefits are imparted. In McGraw v. McGraw,
186 W.Va. 113
196 W. Va. at 538, 474 S.E.2d at 468.
West Virginia Code §
48-2-13(a)(6)(A)(1993) (Repl. Vol. 1999)
(See footnote 9) explains that [t]he court may compel
either party to pay attorney's fees and court costs reasonably necessary to
enable the other party . . . to prosecute or defend the action in the trial
court. In syllabus point fourteen of Bettinger v. Bettinger,
183 W.Va. 528, 396 S.E.2d 709 (1990), this Court stated that [t]he purpose
of W.Va.Code, 48-2-13(a)(4) (1986) [prior statutory cite for West Virginia
Code § 48-2-13(a)(6)(A)]is to enable a spouse who does not have financial
resources to obtain reimbursement for costs and attorney's fees during the
course of the litigation. This Court also noted in Bettinger
that in determining fee awards, the court should look to the income
of the spouses at the time of the final decree. 183 W.Va. at 543, 396
S.E.2d at 724.
This Court has clearly stated that the principal inquiry must be the financial
circumstances of the parties. In Langevin v. Langevin, 187 W. Va. 585, 420 S.E.2d 576
(1992), for example, we explained that determination of appropriate attorney's fees is to be
based upon the financial resources of the parties. 187 W. Va. at 590, 420 S.E.2d at 581.
Likewise, in Smith v. Smith, 187 W. Va. 645, 420 S.E.2d 916 (1992), we stated that [t]he
touchstone of the award is that one spouse has a significantly higher income than the other.
187 W. Va. at 650, 420 S.E.2d at 921. See also Wharton v. Wharton, 188 W.Va. 399,
405-06, 424 S.E.2d 744, 750-51 (1992).
On remand, the lower court should readdress the issue of the Appellant's
entitlement to a greater award of attorney fees, in light of the disparity in income between the
Appellant and the Appellee and additional fees incurred in the successful appeal to this Court.
Affirmed in part, reversed in part, and remanded with directions.
The court shall consider the following factors in determining the
amount of alimony, child support or separate maintenance, if any,
to be ordered under the provisions of sections thirteen and fifteen
of this article, as a supplement to or in lieu of the separation
agreement:
(1) The length of time the parties were married;
(2) The period of time during the marriage when the
parties actually lived together as husband and wife;
(3) The present employment income and other recurring
earnings of each party from any source;
(4) The income-earning abilities of each of the parties,
based upon such factors as educational background, training,
employment skills, work experience, length of absence from the
job market and custodial responsibilities for children;
(5) The distribution of marital property to be made under
the terms of a separation agreement or by the court under the
provisions of section thirty-two [§ 48-2-32] of this article,
insofar as the distribution affects or will affect the earnings of
the parties and their ability to pay or their need to receive
alimony, child support or separate maintenance: Provided, That
for the purposes of determining a spouse's ability to pay alimony,
the court may not consider the income generated by property
allocated to the payor spouse in connection with the division of
marital property unless the court makes specific findings that a
failure to consider income from the allocated property would
result in substantial inequity;
(6) The ages and the physical, mental and emotional
condition of each party;
(7) The educational qualifications of each party;
(8) Whether either party has foregone or postponed
economic, education or employment opportunities during the
course of the marriage;
(9) The standard of living established during the marriage;
(10) The likelihood that the party seeking alimony, child
support or separate maintenance can substantially increase his or
her income-earning abilities within a reasonable time by
acquiring additional education or training;
(11) Any financial or other contribution made by either
party to the education, training, vocational skills, career or
earning capacity of the other party;
(12) The anticipated expense of obtaining the education
and training described in subdivision (10) above;
(13) The costs of educating minor children;
(14) The costs of providing health care for each of the
parties and their minor children;
(15) The tax consequences to each party;
(16) The extent to which it would be inappropriate for a
party, because said party will be the custodian of a minor child or
children, to seek employment outside the home;
(17) The financial need of each party;
(18) The legal obligations of each party to support himself
or herself and to support any other person;
(19) Costs and care associated with a minor or adult
child's physical or mental disabilities; and
(20) Such other factors as the court deems necessary or
appropriate to consider in order to arrive at a fair and equitable
grant of alimony, child support or separate maintenance.