IN RE THE MARRIAGE OF LYLE N. ANDREAS AND JU LIE A. ANDREAS Upon the Petition of LYLE N. ANDREAS, Petitioner-Appellant, And Concerning JULIE A. ANDREAS, Respondent-Appellee.
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IN THE COURT OF APPEALS OF IOWA
No. 7-639 / 06-1739
Filed December 28, 2007
IN RE THE MARRIAGE OF LYLE N. ANDREAS AND JULIE A. ANDREAS
Upon the Petition of
LYLE N. ANDREAS,
Petitioner-Appellant,
And Concerning
JULIE A. ANDREAS,
Respondent-Appellee.
________________________________________________________________
Appeal from the Iowa District Court for Muscatine County, Patrick J.
Madden, Judge.
Lyle Andreas appeals the property division, health and life insurance, and
spousal support provisions of the decree dissolving his marriage to Julie
Andreas. AFFIRMED.
Jay Schweitzer, Columbus Junction, for appellant.
Robert DeKock, Muscatine, for appellee.
Considered by Mahan, P.J., and Miller and Vaitheswaran, JJ.
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MILLER, J.
Lyle Andreas appeals the property division, health and life insurance, and
spousal support provisions of the decree dissolving his marriage to Julie
Andreas. Julie requests an award of appellate attorney fees. We affirm.
I.
BACKGROUND FACTS.
The parties were married in March 1986, when Lyle was twenty-one years
of age and Julie was twenty-three.
They have one child, Dustin, born in
September 1987.
Lyle filed a petition for dissolution of marriage in December 2005. Trial
was held in September 2006 and the trial court filed its ruling in late September
2006. Lyle timely appealed in October 2006.
Lyle was forty-two at the time of trial, and apparently in good health. He
has a high school diploma and attended a year and a semester of community
college. Lyle began working for Muscatine Power and Water in January 1984 as
a heavy equipment operator. He later took a pay cut in order to begin a program
of training and work as a lineman, a position that apparently held more
opportunity for the future. At the time of trial he continued to work as a lineman
for Muscatine Power and Water. Lyle works forty hours per week, and overtime
when needed.
His gross income from Muscatine Power and Water was
$59,105.94 in 2003, $57,839.97 in 2004, and $58,081.29 in 2005.
Lyle also worked a second, part-time job, beginning in about 1996, driving
trucks for Hull Enterprises.
He performed this work largely in the evenings,
sometimes working until midnight or after.
Lyle’s gross earnings from his
employment with Hull were $14,119.53 in 2003, $15,331.48 in 2004, and
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$16,453.85 in 2005. Lyle quit working for Hull in May 2006, after earning about
$3,400 up to that point in the year. He quit because of stress and difficulty
sleeping. As found by the trial court, “[h]e simply cannot continue at the pace at
which he has driven himself through the years.”
Julie was forty-three at the time of trial, and has significant medical and
physical problems.
She acquired a high school equivalency diploma a few
months after the parties married. Julie was not employed outside the home at
the time of the marriage. Until 1992 she was a stay-at-home mother for her son
from a previous marriage and the parties’ son, Dustin.
In 1992 Julie began
working part-time at a preschool. She left that job in 1996 to become a substitute
teacher’s aide for the Muscatine Community School District. In March 1998 Julie
became a regular, part-time employee of the district.
She later completed
numerous classes that led to and maintained her current certification as a paraeducator.
Julie works part-time, about thirty hours per week, during the school year
as a para-educator in the school district’s preschool early childhood program.
Her gross earnings were $10,462.38 in 2003, $12,705.89 in 2004, and
$13,075.09 in 2005.
Julie fell while at work in 1998, causing injury to her right arm. She at
times has numbness in her right hand, and at times has difficulty using her right
hand and arm. Julie has chronic, intermittent pain in her neck and back, and at
times in her legs, and uses a TENS unit to help alleviate pain.
She takes
medications for a variety of mental and physical health problems, including
Alprazolam for insomnia and anxiety/panic attacks, Wellbutrin for endogenous
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depression, hydrocodone for back pain and neck pain, ibuprofen for
osteoarthritis, and Premarin for post-menopausal symptoms.
Julie’s job with the school district provides no fringe benefits, because
such benefits are available only to employees who hold positions involving work
of seven or more hours per day.
Julie is not eligible for a “full-time” para-
educator’s position, as such positions require the holder to be bilingual and she is
not. Occasionally a full-time secretarial or clerical position becomes open for
which Julie qualifies by reason of seniority. However, some of those positions
require typing skills that Julie does not possess, and typing would aggravate the
bilateral carpal tunnel syndrome from which she suffers.
Julie chose not to seek any different positions until this dissolution of
marriage case was “over.” The trial court found that she does intend to bid on
school district positions that have benefits as they become available in the future.
The court assumed Julie is capable of earning about $24,000 per year if she
were to try to obtain full-time employment with the school district or elsewhere.
II.
THE DISTRICT COURT DECISION.
The trial court’s property division resulted in Lyle receiving about $75,000
and Julie receiving about $65,000. 1 The court ordered that Lyle pay traditional
spousal support of $1,000 per month until Julie remarries, Julie dies, Lyle dies or
reaches age sixty-five or retires, at which time the spousal support is to end. It
ordered the Lyle name Julie as the beneficiary of a $50,000 term life insurance
policy he receives through his employer, “to protect [her] continuing need for
1
In addition, each party is to receive “50% of marital pension (Benson formula).” We
presume, from language in the trial court’s findings, that the pension in question is one
that Lyle has earned through his employment with Muscatine Power and Water. Further,
Julie’s IPERS retirement account is to be divided equally between the parties.
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[spousal support] should Lyle pass away.” The court ordered that Lyle pay Julie
$450 per month, to cover her cost for COBRA health and dental insurance
through Muscatine Power and Water, and provided that the monthly payment
continue until Julie is able to obtain such insurance through her employer, or
thirty-six months, whichever period is shorter. Based on its property and spousal
support awards it denied Julie’s request for an award of trial attorney fees. The
court ordered each party to pay one-third, after Dustin’s expected contribution, of
the cost of Dustin’s postsecondary education.
III.
SCOPE AND STANDARDS OF REVIEW.
In this equity case our review is de novo. Iowa R. App. P. 6.4. We
examine the entire record and adjudicate rights anew on the issues properly
presented. In re Marriage of Smith, 573 N.W.2d 924, 926 (Iowa 1998). We give
weight to the fact-findings of the trial court, especially when considering the
credibility of witnesses, but are not bound by them. Iowa R. App. P. 6.14(6)(g).
This is because the trial court has a firsthand opportunity to hear the evidence
and view the witnesses. In re Marriage of Will, 489 N.W.2d 394, 397 (Iowa
1992).
IV.
MERITS.
Before addressing the issues presented, we note briefly some general
principles concerning property division and spousal support. Iowa is an equitable
distribution state, which means the partners in a marriage that is to be dissolved
are entitled to a just and equitable share of the property accumulated through
their joint efforts. In re Marriage of Robison, 542 N.W.2d 4, 5 (Iowa Ct. App.
1995). Iowa courts do not require an equal division or percentage distribution. In
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re Marriage of Russell, 473 N.W.2d 244, 246 (Iowa Ct. App. 1991).
The
determining factor is what is fair and equitable in each particular circumstance.
Id. When distributing property we take into consideration the criteria codified in
Iowa Code section 598.21(1) (Supp. 2005).
In re Marriage of Estlund, 344
N.W.2d 276, 280 (Iowa Ct. App. 1983). Property division and spousal support
should be considered together in evaluating their individual sufficiency. In re
Marriage of Trickey, 589 N.W.2d 753, 756 (Iowa Ct. App. 1998).
A.
Property Division.
1.
Property Brought to the Marriage.
Lyle presented evidence that he brought to the marriage about $31,000 in
assets, about one-half of which was bank accounts and the remainder of which
was vehicles and tools. Julie brought a small amount of property to the marriage.
Lyle requested that the value of the property he brought to the marriage be set
off to him. The trial court denied his request “with one exception,” the portion of
his pension he earned before the marriage and that would be set off to him by
application of the Benson formula. Lyle claims the court erred in not setting
aside the $31,000 to him as his property.
What has been stated in prior cases concerning property brought to a
marriage is relevant to the issues concerning property division presented on
appeal in this case.
Property which a party brings into the marriage is a factor to
consider in making an equitable division.
Iowa Code §
598.21(1)(b). In some instances, this factor may justify a full credit,
but does not require it. Antenuptial agreements are available to
preserve premarital assets. See Iowa Code § 598.21(1)(l). A
premarital asset is not otherwise set aside like gifted or inherited
property. Instead, it is a factor to consider, together with all the
other circumstances, in making an overall division. Its impact on
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the ultimate distribution will vary with the particular circumstance of
each case. . . . Financial matters make up but a portion of a
marriage, and must not be emphasized over the other contributions
made to a marriage in determining an equitable distribution.
In re Marriage of Miller, 552 N.W.2d 460, 465 (Iowa Ct. App. 1996).
All property of the marriage that exists at the time of the
divorce, other than gifts and inheritances to one spouse, is divisible
property. Importantly, “the property included in the divisible estate
includes not only property acquired during the marriage by one or
both of the parties, but property owned prior to the marriage by a
party.”
In re Marriage of Sullins, 715 N.W.2d 242, 247 (Iowa 2006) (citations omitted)
(quoting In re Marriage of Shriner, 694 N.W.2d 493, 497 (Iowa 2005)).
The parties’ marriage lasted over twenty years. Each party contributed to
the marriage, financially and otherwise, to the extent of their abilities and as their
decisions
and
circumstances,
including
child
care
and
homemaking
responsibilities, permitted. None of the assets brought to the marriage by Lyle
remain in existence. All were used, or perhaps in some instances replaced,
during the marriage. We find no inequity in the trial court’s refusal to set aside all
or some of the $31,000 to Lyle.
2.
“Gifts.”
Lyle presented evidence that he received $20,000 from an uncle during
the parties’ marriage. He asserts these funds were gifts to him, and claims the
trial court erred in not setting aside $20,000 to him. 2
Property inherited by either party or gifts received by either party prior to
or during the course of the marriage is the property of that party and is not
2
We do not believe that Lyle has preserved error on this issue, as nothing in the court’s
ruling addresses a question of gifts to a party, or of setting aside gifts to a party. We
nevertheless briefly address the issue.
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subject to property division except upon a finding that refusal to divide the
property is inequitable to the other party or to the children of the marriage. Iowa
Code § 598.21(6). The requirement to set aside to a party the property which
has thus been inherited or received as a gift is not absolute, and division may
nevertheless occur to avoid injustice. In re Marriage of Thomas, 319 N.W.2d
209, 211 (Iowa 1982). The length of the marriage and the length of time the
property was held after it was devised or given may indirectly bear on the
question, for their effect on this and other relevant factors. Id.
Lyle received the $20,000 during the early years of the marriage, $10,000
in 1988 and $10,000 in 1989. The record provides little if any evidence as to
what was done with the $20,000 or any part of it. None of the $20,000 remains
separate, intact, or identifiable, and none of the parties’ present assets are
directly traceable to the $20,000 or any part of it. It appears most likely that the
money was used for some combination of living expenses and acquisition of
property the parties have used during the seventeen years after the money was
received. Thus, only some uncertain portion of the parties’ present assets may
be indirectly attributable to the money.
We note in addition that Lyle received about $10,000 more in property
than Julie received, and despite her much lower income and earning capacity
Julie and Lyle are each required to contribute equally to Dustin’s postsecondary
education expenses and Julie’s request for trial attorney fees was denied.
Under the circumstances involved in this case we find no inequity in the
trial court’s perhaps implicit decision on this issue, and upon our de novo review
9
find that it would be inequitable to set aside $20,000 to Lyle. We therefore affirm
on this issue.
B.
Health Insurance.
Lyle claims the trial court abused its discretion by requiring him to pay
$450 per month, for perhaps as long as three years, to cover Julie’s cost for
COBRA health and dental insurance.
He argues she has health insurance
readily available by simply taking a full-time clerical or secretarial position with
her present employer.
Although Julie may apply for and acquire a position with benefits, the
evidence shows that positions for which she is qualified occur fairly rarely and
even then her relative lack of seniority may well be an obstacle.
She has
numerous, substantial, well-documented health problems and associated
expenses. It may be difficult or impossible for her to acquire, at any reasonable
cost, individual insurance that covers her pre-existing conditions. We find no
inequity in the trial court’s order that for three years or until Julie earlier acquires
insurance Lyle pay the cost of Julie’s continuation of health and dental insurance
through his employment and COBRA.
C.
Spousal Support.
Lyle claims the trial court abused its discretion in awarding traditional
spousal support. He argues Julie is capable of self-support.
“[Spousal support] is an allowance to the spouse in lieu of the legal
obligation for support.” In re Marriage of Sjulin, 431 N.W.2d 773, 775 (Iowa
1998).
Spousal support is not an absolute right; an award depends on the
circumstances of each particular case. In re Marriage of Dieger, 584 N.W.2d
10
567, 570 (Iowa Ct. App. 1998). Any form of spousal support is discretionary with
the court.
In re Marriage of Ask, 551 N.W.2d 643, 645 (Iowa 1996).
The
discretionary award of spousal support is made after considering the factors
listed in Iowa Code section 589.21A(1).
Dieger, 584 N.W.2d at 570.
Even
though our review is de novo, we accord the district court considerable discretion
in making spousal support determinations and will disturb its ruling only where
there has been a failure to do equity. In re Marriage of Kurtt, 561 N.W.2d 385,
388 (Iowa Ct. App. 1997). We consider the length of the marriage, the age and
health of the parties, the parties’ earning capacities, the levels of education, and
the likelihood the party seeking spousal support will be self-supporting at a
standard of living comparable to the one enjoyed during the marriage. In re
Marriage of Clinton, 579 N.W.2d 835, 839 (Iowa Ct. App. 1998).
We also
consider the distribution of property, Iowa Code § 598.21A(1)(c), as well as the
tax consequences to each party, id. § 598.21A(1)(g).
The parties were married for over twenty years.
Lyle is forty-two, in
apparent good health, has one and one-half years of post-high-school education,
has been employed by his current employer for twenty-two years, has a
demonstrated earning capacity of almost $60,000 per year, has substantial fringe
benefits, has in recent years earned an additional $14,000 to $16,000 per year,
and would appear likely to have many remaining years of high-income
employment.
diploma.
Julie is forty-three and holds only a high school equivalency
By way of marked contrast with Lyle she has substantial health
problems, has never held full-time employment, has no fringe benefits, has only
fourteen years of part-time employment outside the home, and has earned only
11
$12,000 to $13,000 per year. The property division awards Lyle somewhat more
than Julie. Lyle’s spousal support payments will be includable in Julie’s gross
income and deductible from his gross income. See I.R.C. §§ 61(a)(8), 71(a),
62(a)(10), and 215(a) (2002). Finally, based on the parties’ past employment
histories, together with their reasonably anticipated future prospects, it appears
reasonable to assume that at normal retirement ages Lyle will receive much
larger social security benefits than Julie will.
Traditional or permanent alimony is usually payable for life or for so long
as the dependent spouse in incapable of self-support. Hettinga, 574 N.W.2d at
922.
[T]he spouse with the lesser earning capacity is entitled to be
supported, for a reasonable time, in a manner as closely
resembling the standards existing during the marriage as possible,
to the extent that that is possible without destroying the right of the
party providing the income to enjoy at least a comparable standard
of living as well.
In re Marriage of Hayne, 334 N.W.2d 347, 351 (Iowa Ct. App. 1983).
The
economic provisions of a dissolution decree are “not a computation of dollars and
cents, but a balancing of equities.” Clinton, 579 N.W.2d at 839.
After considering all relevant factors, we find no abuse of discretion or
inequity in the trial court’s award of traditional spousal support and thus affirm on
this issue.
D.
Life Insurance.
Lyle claims the trial court abused its discretion by requiring him to maintain
life insurance with Julie as the beneficiary. He argues the requirement “is a
back-handed method of requiring him to pay [spousal support] after his death,
12
contrary to the general rule that [spousal support] payments terminate on the
death of the payor.”
A provision in a dissolution decree that requires a party to maintain life
insurance is enforceable. Stackhouse v. Russell, 447 N.W.2d 124, 125 (Iowa
1989).
A spousal support payor may be required to designate the spousal
support payee as the beneficiary of the payor’s life insurance policy for as long
as his spousal support obligation continues.
In re Marriage of Debler, 459
N.W.2d 267, 270 (Iowa 1990). Iowa Code section 598.21A(1) is broad enough to
permit spousal support payments after death. In re Marriage of Weinberger, 507
N.W.2d 733, 736 (Iowa Ct. App. 1993).
The record shows that Lyle’s employer provides, at no cost to Lyle,
$50,000 of term life insurance insuring Lyle’s life. The trial court’s order requires
only that Lyle name Julie as a beneficiary of the $50,000 policy as well as any
term life insurance policy to which he becomes entitled through any new
employer.
We determine that under the specific facts and circumstances of the case
at hand the trial court’s order is appropriate. Julie’s limited education, limited
employment experience, and fairly extensive medical problems suggest that she
in all likelihood will need spousal support for the period ordered by the court.
Thus, there are significant reasons for providing such security to her.
Furthermore, the cost to Lyle of providing such insurance is known and not
burdensome because it is provided at no cost to him.
Under the facts and
circumstances of this case we believe it would be unfair and inequitable to leave
13
Julie without the protection and security she needs, and can in part receive from
Lyle’s life insurance, and thus affirm on this issue.
E.
Appellate Attorney Fees.
Julie requests an award of $4,000 appellate attorney fees and costs.
Such an award rests in this court’s discretion. In re Marriage of Sullins, 715
N.W.2d 242, 255 (Iowa 2006). The factors to be considered include the needs of
the party requesting the award, the other party’s ability to pay, and the relative
merits of the appeal. Id. Upon consideration of the foregoing factors, we award
Julie appellate attorney fees as hereafter ordered.
V.
DISPOSITION.
We affirm the trial court’s decree in all respects. We award Julie $2,500 in
appellate attorney fees. Costs on appeal are taxed to Lyle.
AFFIRMED.
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