JACKSON (PATTY A.) VS. JACKSON (DAN R.)
Annotate this Case
Download PDF
RENDERED: AUGUST 13, 2010; 10:00 A.M.
NOT TO BE PUBLISHED
Commonwealth of Kentucky
Court of Appeals
NO. 2009-CA-001292-MR
PATTY A. JACKSON
v.
APPELLANT
APPEAL FROM OHIO CIRCUIT COURT
HONORABLE EDWIN M. WHITE, SPECIAL JUDGE
ACTION NO. 07-CI-00049
DAN R. JACKSON
APPELLEE
OPINION
REVERSING AND REMANDING
** ** ** ** **
BEFORE: CAPERTON, LAMBERT, AND NICKELL, JUDGES.
CAPERTON, JUDGE: Patty Jackson appeals from the Ohio Circuit Court’s July
1, 2009, order whereby the court terminated Dan Jackson’s maintenance obligation
to Patty due to her cohabitation with a non-relative male. At issue on appeal is
whether the parties’ separation agreement, which provided for termination of
maintenance upon cohabitation by Patty with a non-relative male but failed to
define cohabitation, was misinterpreted by the court based on the facts presented.
After our review of the parties’ arguments, the record, and the applicable law, we
have determined that the trial court erred in its determination that Patty was
cohabiting with a non-relative male. Accordingly, we reverse and remand to the
trial court for further proceedings not inconsistent with this opinion.
On appeal Patty presents one argument, namely, that the trial court
committed reversible error by terminating her maintenance for cohabitation with
an unrelated adult male when she did not reside with her boyfriend or co-mingle
finances with him. In response, Dan argues that the trial court properly concluded
that Patty was cohabitating with her fiancée based on the substantial evidence
adduced at the hearing.
The trial court’s order of July 1, 2009, set out the relevant facts from
the March 2, 2009, hearing. At the hearing, evidence established that Patty and
Gerald Ward were engaged in December 2007, and that in every month in 2008,
Gerald spent between eight and fifteen nights per month at Patty’s residence.
Concerning the engagement, Patty contended that the diamond ring was a
Christmas present, whereas Gerald testified that the ring was an engagement ring.
While Patty wore the ring on her left hand, she did not tell others she and Gerald
were engaged. However, Gerald testified that he did tell others he and Patty were
engaged. Thereafter, Dan asked Jeremy Nance to investigate the matter.
Nance testified that he observed Patty and Gerald for two periods of
time, from January 2008 to April 2008 and then from November 2008 to February
2009. Nance testified that his investigation centered on the time of midnight to
-2-
4:00 A.M. According to Nance, a pattern emerged from his reconnaissance that
Gerald would stay at Patty’s residence Monday through Thursday and that Patty
would stay at Gerald’s residence Friday and/or Saturday night. While Nance did
not watch every night during the investigative time, the pattern testified to by
Nance approximated the events on Gerald’s calendar and coincided with his
testimony.
The court noted that Patty admitted that she spent some weekend
nights at Gerald’s but denied that it was every weekend. Nance’s testimony
indicated that she spent more than sporadic weekends at Gerald’s. Nance’s
testimony was that Patty and Gerald spent Sundays at their respective homes. In
addition, both Patty and Gerald testified that their relationship was sexual and that
they traveled together but paid their own way. Gerald testified that he did not want
to interfere with the arrangement that Patty had with Dan.
The court determined that a ring was given and received in December
2007, and thereafter Patty and Gerald spent a considerable time at each other’s
homes. The court further found that their relationship was monogamous and
sexual and that they traveled together and used each other’s vehicles. The court
then noted that while Patty and Gerald did not spend every night together, they
spent more time with each other than either would admit when testifying. The
court then determined that while the parties were engaged they did maintain their
own homes and finances. Nevertheless, the court opined that this arrangement was
followed in part to avoid the termination clause in the property settlement
-3-
agreement. Thus, the court concluded that Patty and Gerald were cohabitating, as
they lived together but were not married. Accordingly, the court terminated Dan’s
maintenance obligation to Patty. It is from this order that Patty now appeals.
At the outset we note that this Court must give due deference to the
family court's opportunity to judge the credibility of witnesses. Hence, if there is a
conflict in the evidence, the family court, not this Court, has the responsibility to
decide which evidence to believe. See Ghali v. Ghali, 596 S.W.2d 31, 32
(Ky.App. 1980); Adkins v. Meade, 246 S.W.2d 980 (Ky. 1952). Thus, we will not
set aside the family court's factual findings unless they are clearly erroneous. See
Hunter v. Hunter, 127 S.W.3d 656, 659 (Ky.App. 2003).
A factual finding is not clearly erroneous if it is supported by
substantial evidence. Substantial evidence is evidence, when taken alone or in
light of all the evidence, which has sufficient probative value to induce conviction
in the mind of a reasonable person. Id. (Internal citations omitted). Questions of
law are reviewed de novo. See Western Ky. Coca-Cola Bottling Co. v. Revenue
Cabinet, 80 S.W.3d 787, 790 (Ky.App. 2001). With regard to the trial court's
application of law to those facts, this Court will engage in a de novo review.
Keeney v. Keeney, 223 S.W.3d 843, 848-49 (Ky.App. 2007).
Separation agreements, such as the one in the case sub judice have
long been enforceable contracts. Block v. Block, 252 S.W.3d 156, 159-160
(Ky.App. 2007) (citing Cole v. Waldrop, 204 Ky. 703, 265 S.W. 274, 275 (1924)).
-4-
As such, “[t]he intention of the parties must be gleaned from the words used by
them in the agreement.” Cook v. Cook, 798 S.W.2d 955 (Ky. 1990).
In Cook, supra,1 the Supreme Court of Kentucky noted that the
classical definition of cohabitation was “To live together as husband and wife. The
mutual assumption of those marital rights, duties, and obligations which are
usually manifested by married people, including but not necessarily dependent on
sexual relations.” Id. at 957 (citing Black's Law Dictionary, 5th Edition). The
court in Cook went on to note that the parties:
[D]o not live in the same household, and neither of them
has assumed an obligation to pay the household bills or
personal expenses of the other. They have not moved
household furnishings from one house to the other.
Although he visits in her home on most evenings, he
returns to his own home to spend the night, and they do
not engage in sexual relations when her son, who lives
with her, is present in the home.
Cook at 957.
Thus, the court in Cook determined that there was no cohabitation as “[o]bviously,
the parties intended cohabitation to mean living in the same house...” Id. See also
Bennett, (Court noted that a review of three other dictionaries defined cohabitation
as a couple living together and not married to one another).
1
In Combs v. Combs, 787 S.W.2d 260 (Ky. 1990), the Supreme Court of Kentucky enumerated
several factors that were to be considered in determining whether cohabitation amounts to a
change in circumstances justifying modification of maintenance under KRS 403.250. One such
factor was whether the cohabitating spouse is avoiding re-marriage to keep maintenance, which
the trial court found was evident in the case sub judice. However, in Bennett v. Bennett, 133
S.W.3d 487, (Ky. App. 2004), this Court noted that the Supreme Court of Kentucky “determined
in the Cook case, however, that Combs “is not of any relevance” in deciding whether or not
conduct between a former spouse and her paramour amounts to cohabitation.” Thus, the trial
court is not bound by the factors enumerated in Combs.
-5-
Moreover, in Bennett, supra, the court noted:
The Cook case involved a separation agreement between
the parties which included language terminating
maintenance in the event the former wife cohabitated
“with a non-relative adult male.” Although the former
wife was engaged in an exclusive sexual relationship, had
accepted an engagement ring, and shared some financial
resources with her paramour, the Court declined to find
cohabitation.
Bennett 133 S.W. 3d, 490.
The court in Bennett then concluded that because the paramour
“began spending every night with Diane in her home and keeping his clothes and
personal items there, we decline to find that the trial court erred in fixing the date
upon which their cohabitation began.” Id. at 491.
The issue sub judice is whether the paramour and the former spouse
exhibited signs of living together in a single residence. Patty and Gerald were
engaged and shared vehicles but did not share financial obligations, nor did they
reside in the same household.2 As Patty and Gerald did not live in the same house,
as evidenced by their divided time between the two residences, we cannot agree
with the trial court that the two were cohabitating.
While it may be distasteful that Patty and Gerald may have attempted
to circumvent the separation agreement by maintaining separate residences, we
remind the parties that as the separation agreement is a contract, the parties were
free to define cohabitation specifically. As noted in Bennett, “Looking at the four
2
There was no evidence that Patty and Gerald commingled their income, shared finances,
undertook parental obligations of each other’s children, or sought to form a family unit.
-6-
corners of the document, there is no indication that the parties intended to invest
the term “cohabitation” with any special meaning beyond the ordinary meaning of
the word itself.” Id. at 491. Thus, the trial court erred in its determination that
Dan’s maintenance obligation to Patty should be terminated as Patty and Gerald
were cohabitating.
In light of the foregoing, we reverse the July 1, 2009, decision of the
trial court terminating Patty’s maintenance and remand for an order of the trial
court reinstating Patty’s maintenance, and for any further proceedings not
inconsistent with this opinion.
NICKELL, JUDGE, CONCURS.
LAMBERT, JUDGE, DISSENTS AND FILES SEPARATE
OPINION.
LAMBERT, JUDGE, DISSENTING: I respectfully dissent. In the
case at bar, I would adopt the findings of the Adair Circuit Court, Division II,
Family Court as enunciated by Special Judge Edwin White. Also, I am persuaded
by the language in Bennett v. Bennett, 133 S.W.3d 487, (Ky. App. 2004).
BRIEF FOR APPELLANT:
BRIEF FOR APPELLEE:
T. Brian Lowder
Bowling Green, Kentucky
David F. Broderick
J. Kyle Roby
Bowling Green, Kentucky
-7-
Some case metadata and case summaries were written with the help of AI, which can produce inaccuracies. You should read the full case before relying on it for legal research purposes.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.