Rodgers v. Rodgers

Decision Date27 December 1983
Citation98 A.D.2d 386,470 N.Y.S.2d 401
PartiesMarion RODGERS, Appellant, v. Frederick RODGERS, Respondent.
CourtNew York Supreme Court — Appellate Division

Solerwitz, Solerwitz & Leeds, Barbara Simon, Mineola (Lenard Leeds, Mineola, of counsel), for appellant.

Gatz, Arnoff & Czygier, Riverhead (Harvey A. Arnoff, Riverhead, of counsel), for respondent.

Before TITONE, J.P., and MANGANO, GIBBONS and GULOTTA, JJ.

TITONE, Justice Presiding.

In this matrimonial action, plaintiff wife, Marion Rodgers, appeals, as limited by her brief, from stated portions of a judgment of the Supreme Court, Nassau County, which, among other things, granted her a divorce on the ground of abandonment, awarded her maintenance, and directed distribution of the marital property in a certain manner. She complains that the judgment failed to sufficiently reimburse her for the funds expended on necessities, that the maintenance award is inadequate, that equitable distribution of defendant's interest in an automobile repair business, jointly held real estate, and nonvested pension was improperly denied, and that she should not have been required to pay her own counsel and expert fees. We modify the judgment in part and remit for further proceedings.

The parties were married in February, 1976. Plaintiff was 47 years old at the time and was employed by Grumman Aerospace Corporation in the accounts payable department, earning $260 per week. She retired in July, 1978, ostensibly due to health problems, and began to receive a pension of $319 per month which will cease when she begins receiving social security at age 65. Defendant, 33 years of age at the time of the marriage, was employed as a police officer with the Town of Riverhead and still serves on that force. During the course of the marriage, he held several other part time jobs. No children were born of this marriage, although defendant has two children from a prior marriage for whose support he is partially responsible.

Marital difficulties apparently began in May, 1980, when the defendant left the plaintiff and moved closer to his place of employment in Suffolk County. This action, seeking dissolution of the marriage, equitable distribution, maintenance, and a monetary judgment for necessities, was commenced in January, 1981. Temporary maintenance was awarded in April, 1981 and a payroll deduction order was issued against defendant's salary upon his failure to satisfy that obligation. There were arrears of $1,825 remaining at the time of trial.

According to the testimony at trial, defendant earned a gross bi-weekly income of $938.69 as a police officer and owned an interest in an automobile repair business which he had established in November, 1981. Plaintiff had a monthly income of approximately $651, comprised of the $319 in pension benefits, $200 in part time earnings, and $132 in interest income.

In a memorandum opinion which gave consideration to each of the statutory factors (see Domestic Relations Law, § 236, part B, subd. 5), Special Term made an award of $26 per week for maintenance effective from the date of the commencement of the action and granted defendant a credit for any temporary maintenance paid from that date to the date of the payment of the maintenance award. Plaintiff was also awarded a monetary judgment totaling $5,850, comprised of $4,025 for necessities and $1,825 for arrears under the temporary maintenance order, subject to a $49 per week credit, measured from the date of the commencement of the action, representing the difference between the maintenance finally awarded and the temporary maintenance. She was denied equitable distribution of defendant's automobile repair business, recently acquired real property and nonvested pension benefits as well as counsel and expert fees.

Resolution of the issue of plaintiff's right to reimbursement of expenditures for necessities turned primarily on the credibility of the witnesses. It was plaintiff's burden to establish her right to recover for each of the items sought and we perceive no basis to overturn Special Term's findings (see Malman v. Malman, 46 A.D.2d 803, 361 N.Y.S.2d 41; Mumford v. Mumford, 44 A.D.2d 817, 355 N.Y.S.2d 619; Rosinsky v. Rosinsky, 42 A.D.2d 999, 348 N.Y.S.2d 579, mot. for lv. to app. den. 33 N.Y.2d 519, 350 N.Y.S.2d 1026, 305 N.E.2d 920).

On the issue of maintenance, however, we find that a substantial modification is in order. Based upon an examination of relative needs, resources, and earning capacities of the parties, we find that an award of $50 per week would be more appropriate. Plaintiff's present income and future earning capacity have been restricted by her age and apparent health problems (Domestic Relations Law, § 236, part B, subd. 6, par. [a], cls. 1, 2, 3). In contrast, defendant, who is in good health, has a significantly greater earning capacity both from his full-time employment as a police officer and from the business that he partially owns (cf. Kay v. Kay, 37 N.Y.2d 632, 637, 376 N.Y.S.2d 443, 339 N.E.2d 143; Damiano v. Damiano, 94 A.D.2d 132, 135, 463 N.Y.S.2d 477). We believe that the additional maintenance award will assist the plaintiff in meeting her living expenses in accordance with the standard of living established by the parties during the marriage without impinging upon the defendant's ability to support himself and his dependents. Since this will also enable her to obtain and pay for health insurance, there is no basis for imposing such an obligation on the defendant and we decline to do so.

Moreover, the provisions of the judgment making the permanent maintenance award effective nunc pro tunc to the date of the commencement of the action and affording defendant a credit against the arrears accrued under the temporary maintenance order should be deleted.

Part B of section 236 (subd. 6, par. [a] ) provides that a permanent maintenance order "shall be effective as of the date of the application therefor, and any retroactive amount of maintenance due shall be paid in one sum or periodic sums, as the court shall direct, taking into account any amount of temporary maintenance which has been paid". We read this provision as requiring a court to provide retroactive payments of permanent maintenance only if the award is in excess of any temporary maintenance award, rather than as credits for overpayments of temporary maintenance. 1

Prior to the 1980 amendments to section 236 of the Domestic Relations Law (L.1980, ch. 281), it was well settled that temporary payments made pursuant to a subsequently nullified court order could not be recovered either directly by restitution or indirectly by recoupment (e.g. Rosenberg v. Rosenberg, 42 A.D.2d 590, 345 N.Y.S.2d 73; Grossman v. Ostrow, 33 A.D.2d 1006, 308 N.Y.S.2d 280; Griffin v. Griffin, 219 App.Div. 370, 220 N.Y.S. 39) and that, while the court possessed some discretion, a retroactive reduction should not be granted in favor of an individual who had wilfully flouted such an order (e.g. Wolf v. Wolf, 50 A.D.2d 740, 376 N.Y.S.2d 519; Brant v. Brant, 10 A.D.2d 567, 195 N.Y.S.2d 428). The strong policies underlying these holdings remain viable (Domestic Relations Law, § 236, part B, subd. 9, par. [b]; § 244; see Scheinkman, 1981 Practice Commentaries, McKinney's Cons. Laws of N.Y., Book 14, Domestic Relations Law, § 236, C236A:11, pp. 91-92, C236B:28, pp. 146-147, 1982-1983 Pocket Part) and are fully applicable here. 2

We turn, then, to the questions concerning the distribution of the marital property. To place them in proper focus, it is useful to clear up a common misconception concerning the scope of the Equitable Distribution Law. While the concept of equitable distribution does borrow the theory of a community property regime that a marriage is an economic partnership between the spouses (see, e.g., Note, New York's Equitable Distribution Law: A Sweeping Reform, 47 Bklyn.L.Rev. 67, 70-71), it is a mistake to suggest that equitable distribution and community property are synonymous (see Painter v. Painter, 65 N.J. 196, 216-217, 320 A.2d 484, 494-495).

The basic premise of a community property system, whose "genius is not that of the common law" (Painter v. Painter, supra, 320 A.2d p. 495; see, also, Tiffany, Real Property [3d ed.], § 438), is that each spouse has a present vested undivided one-half interest in all property acquired during the existence of the marital relationship, except property received by gift, inheritance or devise (Tiffany, op. cit., §§ 438, 439). Neither spouse has the power to make a testamentary disposition of community property in excess of his or her interest (Tiffany, op. cit., § 442). Upon dissolution of the marriage, each spouse is entitled to an equal division of the community property (see W. DeFuniak & M. Vaughn, Principles of Community Property [2d ed., 1971] § 105; Prager, Sharing Principles and the Future of Marital Property Law, 25 UCLA L.Rev. 1). "Equal division is certainly the fundamental objective" (Matter of Marriage of Brigden, 80 Cal.App.3d 380, 390, 145 Cal.Rptr. 716).

In stark contrast, under our equitable distribution law, during the marriage, and absent any divorce action, each spouse retains sole interest in the property to which he or she has title and, with few exceptions (see, e.g., EPTL 5-1.1, 5-3.1), can dispose of it as he or she desires (Note, op. cit., 47 Bklyn.L.Rev. at p. 71; cf. Imel v. United States, 184 Colo. 1, 9, 517 P.2d 1331, 1335). In a divorce proceeding, which triggers the right to equitable distribution, property acquired during marriage need not be distributed equally but, rather, "in a manner which reflects the individual needs and circumstances of the parties" (Memorandum of Governor Carey, 1980 McKinney's Session Laws, p. 1863). Unlike a community property regime, fairness, not mathematical precision, is the guidepost. Under equitable distribution, a court possesses flexibility and elasticity to mold an...

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