M. Jane Glauser
Seibert, Kasserman, Farnsworth,
Gillenwater, Glauser & Richardson
Wheeling, West Virginia
Attorney for the Appellee
This Opinion was delivered PER CURIAM.
"When a family law master or a circuit court enters an
order awarding or modifying child support, the amount of the child
support shall be in accordance with the established state
guidelines, set forth in 6 W.Va. Code of State Rules §§ 78-16-1 to
78-16-20 (1988), unless the master or the court sets forth, in
writing, specific reasons for not following the guidelines in the
particular case involved. W.Va. Code, 48A-2-8(a), as amended."
Syllabus, Holley v. Holley, 181 W.Va. 396, 382 S.E.2d 590 (1989).
Per Curiam:
This is an appeal by Karen P. Zaleski from an order of
the Circuit Court of Ohio County which reduced a child support
award made to her by a family law master. The appellant contends
that in reducing the child support award from $5,104.75 a month to
$3,300.00 a month, the circuit court erred. After reviewing the
record and the questions presented, this Court agrees.
Accordingly, the judgment of the Circuit Court of Ohio County is
reversed.
The appellant, Karen P. Zaleski, now Karen P. Hein, and
Robert J. Zaleski, an orthopedic surgeon, were divorced on July 6,
1988. At the time of the divorce, the parties had three infant
children, and the circuit court, in granting the divorce, placed
the children in the custody of the appellant. The circuit court
also ordered Robert J. Zaleski to pay $2,500.00 per month child
support for eleven months.
Almost immediately after entry of the original order,
Robert J. Zaleski filed a petition to modify the child support
award, and the matter was referred to a family law master.
The family law master rendered a report on the
modification petition on June 22, 1989. In that report, he ruled
that only $6,000.00 of Robert J. Zaleski's monthly income should be
subjected to the child support calculation. The imposition of the
$6,000.00 cap on income subject to the calculation had the effect
of modifying the original child support award from $2,500.00 per
month to $2,445.00 per month.See footnote 1
On August 31, 1989, the Circuit Court of Ohio County
affirmed the family law master's findings and affirmed the
modification of the child support payable.
On August 27, 1989, the appellant married Albert Carl
Hein and moved with the three children to Mr. Hein's residence
located in Arnold, Maryland. To prepare the house to accommodate
the appellant and the three children, Mr. Hein incurred substantial
renovation expenses.
After moving to Maryland, the appellant obtained work on
a part-time basis and also worked at obtaining a Master's in
Business Administration degree at Loyola University in Baltimore,
Maryland. She received the MBA degree in May, 1990.
In January, 1991, the appellant began temporary full-time
work as assistant to the president of the University of Maryland at
a salary of $25,000.00 per year.
As a result of the alterations in her life, the
appellant, on May 15, 1991, petitioned the Circuit Court of Ohio
County to amend the child support award for her children.
A hearing was conducted on the motion to modify the child
support award by a family law master on August 20, 1991. On
February 10, 1992, the law master, after examining the evidence
developed at the hearing, filed a report and recommended decision
with the Circuit Court of Ohio County. In the report, the law
master noted that Dr. Zaleski's annual income had increased from
$211,300.00 in 1988 to $232,562.00 in 1989 to $371,437.00 in 1990.
The master found that, based upon the testimony of Dr. Zaleski,
there would appear to be no realistic expectation of a diminution
of income. The master concluded:
I find that it is appropriate to consider Dr.
Zaleski's net monthly income at $22,000.00 as
he earned in 1990, and as no realistic
expectation of diminution of income is
anticipated.
I further find that based upon her education
and employment experience, Mrs. Hein would be
able to obtain employment netting
approximately $2,000.00 per month.
After noting that Dr. Zaleski should be given credit for monthly
expenses in the amount of approximately $8,000.00, the family law
master proceeded to find:
Based upon the foregoing findings, I further
find that Dr. Zaleski has $14,000.00 available
for child support calculation under the Melson
Formula and to which no cap should apply and
to which no further offset should be made
. . .
Calculating the Melson Formula under the
foregoing findings, I find that child support
should be set in the amount of $5,104.75 per
month, according to the child support
calculation which is attached hereto and to be
deemed a part hereof.
On February 24, 1992, Robert J. Zaleski petitioned the
circuit court to review the master's findings. The court granted
the petition and, after reviewing the evidence, reduced the
master's recommended award of $5,104.75 per month for eleven months
to $3,300.00 per month for eleven months. In reducing the award,
the court stated:
The Court concludes that the Family Law Master
erred in the calculation of the Melson
formula, failing to apply the maximum income
cap as provided by 6 WVCSR 78-16.2.6, and in
the calculation of the parties' child support
expenses . . . . However, the Court is also of
the opinion that given this Court's last order
on the issue of child support being in 1986,
an increase of child support is warranted.
The Court concludes that, given the
information submitted at the hearing, the
monthly child support for each child should be
$1,100 per month for a total of $3,300.00.
On appeal, the appellant claims that because the family
law master's determination of Robert J. Zaleski's child support
obligation under the formula was based upon substantial evidence on
the record as a whole and did not involve an abuse of discretion,
the circuit court erred by reducing the master's support award.
The appellant also claims that the family law master
correctly used the "SOLA" or "standard of living adjustment"
percentages of the formula in determining the child support
obligation, and because the master's award was consistent with the
level of living the children would enjoy if living with both
parents, the circuit court erred and abused its discretion when it
reduced the support award from $5,104.75 to $3,300.00 per month
without proper explanation.
As explained in Holley v. Holley, 181 W.Va. 396, 382
S.E.2d 590 (1989), West Virginia's child support guidelines (the
so-called Melson Formula) were adopted as the result of the passage
of federal law which became effective on October 1, 1987, and which
required each state to establish guidelines for determining the
amount of child support awards. 42 U.S.C. § 667 (Supp. IV 1986).
As indicated in Holley v. Holley, the federal legislation allowed
the states to establish the guidelines either by statute of by
judicial or administrative action.
In anticipation of the federal requirement, the West
Virginia Legislature enacted W.Va. Code, 48A-2-8(a), which required
the director of the Child Advocate Office within the West Virginia
Department of Human Services to establish by legislative rule
guidelines for child support award amounts.
As initially written, W.Va. Code, 48A-2-8(a), provided:
Such guidelines shall be followed by the
children's advocate, the family law master and
the circuit court unless, in each instance,
the advocate, master or judge sets forth, in
writing reasons for not following the
guidelines in the particular case involved.
The Legislature in 1989 amended W.Va. Code, 48A-2-8, to provide
that:
There shall be a rebuttable presumption, in
any proceeding before a family law master or
circuit court judge for the award of child
support, that the amount of the award which
would result from the application of such
guidelines is the correct amount of child
support to be awarded. A written finding or
specific finding on the record that the
application of the guidelines would be unjust
or inappropriate in a particular case shall be
sufficient to rebut the presumption in that
case.
In Holley v. Holley, Id., this Court addressed the
question of whether the West Virginia Legislature, in the original
version of W.Va. Code, 48A-2-8(a), mandated that, in every
instance, child support be set strictly according to the guidelines
promulgated pursuant to the statute. In addressing that question,
the Court, since it confronted a case which arose before the
amendment to the Code section became effective, relied upon the
language of W.Va. Code, 48A-2-8(a), as originally enacted. The
Court, however, in note 4, indicated that the language had been
amended and that the amendment in no way limited the decision in
the Holley case.
In Holley v. Holley, Id., the Court essentially found
that under ordinary circumstances, child support in West Virginia
should be calculated in accordance with the rules set forth in the
guidelines. The Court, however, indicated that under appropriate
circumstances, a different child support could be made. In the
single syllabus of the Holley case, the Court stated:
When a family law master or a circuit court
enters an order awarding or modifying child
support, the amount of the child support shall
be in accordance with the established state
guidelines, set forth in 6 W.Va. Code of State
Rules §§ 78-16-1 to 78-16-20 (1988), unless
the master or the court sets forth, in
writing, specific reasons for not following
the guidelines in the particular case
involved. W.Va. Code, 48A-2-8(a), as amended.
In this Court's view, the rationale of the Holley
decision still is persuasive in this State, even though W.Va. Code,
48A-2-8, has been amended.
In Bettinger v. Bettinger, 183 W.Va. 528, 396 S.E.2d 709
(1990), the Court examined the child support formula further. The
Court noted that "[u]nder the child support formula, there are two
calculations for child support. The first calculation is to
determine the primary child support, which essentially covers the
basic needs of the children." The Court explained that the second
calculation was called the "SOLA" or "standard of living
adjustment" and "[t]he SOLA calculation is then [after the
calculation of the primary child support] made based on defined
percentages for the number of children." Bettinger v. Bettinger,
Id. at 540, 396 S.E.2d 709 at 720.
The specific question in the Bettinger case was whether
it was mandatory for a trial court to use the child support formula
in calculating the "SOLA." In addressing the question, the Court
noted that the "SOLA" provisions of the child support guidelines,
6 W.Va.C.S.R. § 78-16-2.7.2, provided:
If the discretionary income of either support
obligor exceeds six thousand dollars per
month, or if the combined discretionary income
of both support obligors exceeds eight
thousand dollars per month, the court or
master may not apply the percentages set forth
in this section. Under such circumstances,
the court shall equitably determine the SOLA
support obligation so as to avoid a windfall
to either support obligor or hardship on
either support obligor, and shall be cognizant
of the fact that an excessive amount of SOLA
support may not be in the best interests of
the child or children.
The Court, in examining this language, found that while
nothing in it authorized a family law master or circuit court to
abandon the guideline requirements with regard to the primary
support obligation calculation regardless of the discretionary
income of the support obligors, it did use discretionary language
with regard to the application of the guidelines to the calculation
of the "SOLA" where the income of the support obligors exceeded the
stated amount. The Court concluded:
It seems clear that 6 W.Va.C.S.R. § 78-16-2.7.2 of the child support guidelines allows a
family law master or circuit court, in the
exercise of sound discretion, to apply less
than the full SOLA percentages for child
support if one support obligor has a
discretionary income above $6,000 a month or
both support obligors have a combined
discretionary income of $8,000 per month.
Bettinger v. Bettinger, Id. at 540, 396 S.E.2d at 721.
The Court warned, however, that the decision to abandon
the child support guidelines in calculating the "SOLA" should not
be taken lightly when the obligors' incomes exceeded the stated
amount. The Court indicated that the discretion to abandon the
guidelines in calculating the "SOLA" where the income was above the
stated levels was a limited discretion:
A decision not to follow the SOLA percentages
must be undertaken in light of the legislative
preference in W.Va. Code 48A-2-8(b) (1989),
which is that child support should be keyed to
"the level of living which such children would
enjoy if they were living in a household with
both parents present."
Bettinger v. Bettinger, Id. at 540, 396 S.E.2d at 721.
The guidelines themselves impose another restriction upon
the abandonment of the guidelines in the calculation of the "SOLA."
That is, that where the incomes of the support obligors are above
the stated amounts and the law master or court determines to
abandon the guidelines, ". . . the court shall equitably determine
the SOLA support obligation so as to avoid a windfall to either
support obligor or a hardship on either support obligor . . . ."
6 W.Va.C.S.R. § 78-16-2.7.2.
In the present case, the family law master essentially
determined that the guidelines should be fully followed in
calculating the "SOLA," even though the discretionary income of
Robert J. Zaleski exceeded $6,000.00 per month. He concluded that
deviation from the guidelines would not afford the children the
same level of living that they would enjoy if they were living in
a household with both parents present. This decision was clearly
proper in line with the holding in Bettinger v. Bettinger, Id., and
clearly showed an understanding of the legislative preference that
child support should be set so as to afford the standard of living
that the children would have if both parents were present.
The circuit court, as previously noted, ruled that the
family law master erred in not deviating from the guidelines in
calculating the "SOLA" and in not "capping" the discretionary
income of Robert J. Zaleski subject to the"SOLA" calculation at
$6,000.00 per month.
It is rather clear that there is a very marked
discrepancy in the discretionary income of the obligor parties.
Robert J. Zaleski was found to have a net income of approximately
$22,000.00 a month and a discretionary income of $14,000.00 per
month. It is clear that the move to Maryland has imposed large
expenses on the appellant, and with child support of $3,300.00 per
month, it does not appear that his children will have a "level of
living which such children would enjoy if they were living in a
household with both parents present."
In this Court's view, the family law master's decision
more appropriately accomplished the purposes of the child support
criteria, and his decision to follow the guidelines in the
calculation of the "SOLA" was in accordance with the underlying
considerations set forth in Bettinger v. Bettinger, Id. His
determination also equitably established the "SOLA" support
obligation so as to avoid a windfall to Robert J. Zaleski or a
hardship on the appellant.
In light of the circumstances of the case, this Court
concludes that the amount of child support established by the
family law master was appropriate and that the circuit court erred
in reversing and modifying the family law master's decision.
The judgment of the Circuit Court of Ohio County is,
therefore, reversed, and this case is remanded with directions that
the circuit court award the appellant child support in accordance
with the family law master's recommendation.
Footnote: 1Legal authority for subjecting no more than $6,000.00 of monthly income to the child support formula is found in 6 W.Va.C.S.R. § 78-16-7.2.2, which is discussed in the body of the opinion. As indicated in Bettinger v. Bettinger, which is also discussed in the body of the opinion, the Rule does not require a family law master to consider only the first $6,000.00 of monthly income in setting child support. In spite of the use of the word "cap" in some of the literature relating to the calculation of child support, it does not, in effect, "cap" the amount which may be considered at $6,000.00 per month. Rather, it allows a master or court, in the exercise of sound discretion, and after considering various factors discussed in the body of this case, to limit the amount of monthly income subject to the formula where the discretionary income of one of the support obligors exceeds $6,000.00 per month.