IN RE THE MARRIAGE OF JANET B. HAMAN AND WILLIAM G. HAMAN Upon the Petition of JANET B. HAMAN , Petitioner - Appell ant /Cross - Appellee , And Concerning WILLIAM G. HAMAN , R espondent - Appell ee /Cross - Appellant .
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IN THE COURT OF APPEALS OF IOWA
No. 8-622 / 08-0124
Filed August 27, 2008
IN RE THE MARRIAGE OF JANET B. HAMAN
AND WILLIAM G. HAMAN
Upon the Petition of
JANET B. HAMAN,
Petitioner-Appellant/Cross-Appellee,
And Concerning
WILLIAM G. HAMAN,
Respondent-Appellee/Cross-Appellant.
________________________________________________________________
Appeal from the Iowa District Court for Story County, William J. Pattinson,
Judge.
Janet Haman appeals from a decision of the district court which declined
to grant her permanent alimony and William Haman cross appeals from the
district court’s award of attorney fees.
William T. Talbot of Newbrough Law Firm, L.L.P., Ames, for appellant.
Brian J. Humke and Steven H. Lytle of Nyemaster, Goode, West, Hansell
& O'Brien, Des Moines, for appellee.
Considered by Sackett, C.J., and Miller and Potterfield, JJ.
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POTTERFIELD, J.
I. Background Facts and Proceedings
Janet Haman and William Haman were married on August 14, 1982.
William has been employed by The Iowa Energy Center since 1995. He works
as a project manager and is an engineer by profession.
William’s salary is
$87,400 per year plus an additional $658 per month which can be used to offset
medical insurance premiums. William contributes $1292 per month into a TIAACREF account, which at the time of trial had a balance of $431,400. William has
been diagnosed with a severe to moderate heart murmur, which will require
surgery. The prognoses for a full recovery and for continued employment are
both good.
Janet has been employed by the Ames Community School District since
1996. At the time of trial, she worked five and one-half hours per day as an
educational assistant and earned a net income of $659 per month. Janet had
previously worked seven hours per day, but chose to decrease the length of her
workday due to health problems. She does not work during the summer months
when school is not in session. Janet has always received positive evaluations at
work and believes that her job is secure. Janet’s employer has been willing to
accommodate Janet with respect to her health problems because of her good
performance.
Janet has been receiving medical treatment for the past ten years, at first
due to fatigue and constant headaches. Her condition has worsened with time.
A physician at the Mayo clinic has diagnosed Janet with postural tachycardia
syndrome (POTS). Janet testified that her health has deteriorated to the point
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that she cannot stand for any length of time without getting lightheaded due to
what Janet’s treating physician describes as a pooling of fluid in the lower
extremities. Janet states that she has considerable difficulty driving a car and
cannot sit for extended periods unless her legs are elevated. Janet testified that
her current health condition severely limits her vocational opportunities.
A
vocational specialist testified that there would be a number of job opportunities
for someone with Janet’s skills and health concerns.
Janet’s monthly expenses total $2282.
She participates in the IPERS
retirement program and the present value of her account as of the date of trial
was $47,142.
Upon the death of Janet’s father in November 2004, Janet
inherited a one-half interest in a trust (the Bliss Trust) that he had established.
She is a co-trustee of the Bliss Trust with her brother, Thomas Bliss. Janet also
inherited three IRA’s, a one-half interest in a Bank of America checking account,
and a one-half interest in her parents’ former home in Sedona, Arizona.
Janet filed a petition for dissolution on June 28, 2005, asking that her
marriage with William be dissolved.
She also requested temporary and
permanent spousal support. After a contested hearing on Janet’s application for
temporary spousal support, William was ordered to pay Janet temporary support
in the amount of $750 per month.
The trial was initially scheduled for February 16, 2006, but was continued
at least three times due to William’s assertions that Janet was refusing to
produce needed documents. William filed three motions to compel discovery
during 2006. William alleged that Janet was not providing a full and complete
response to his requests for production of documents relating to the Bliss Trust.
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The first motion to compel was granted on April 25, 2006, and Janet was directed
to allow discovery of information regarding the Bliss Trust. The second motion to
compel was granted on July 20, 2006, and Janet was directed to provide certain
information regarding the Bliss Trust and to pay $500 of William’s attorney fees.
The third motion to compel was filed on October 19, 2006, and was essentially
reserved for consideration at trial. Ultimately, the dissolution of marriage trial
took place on April 17 and 18, 2007.
The district court filed comprehensive findings of fact, conclusions of law,
and judgment entry on December 24, 2007. In making its decision, the district
court ruled that a proper sanction for Janet’s failure to provide documents was to
use the numbers projected by William as the basis for its findings as to the value
of the Bliss Trust.
The district court denied Janet’s claim for traditional,
permanent, spousal support and instead awarded her rehabilitative or transitional
alimony in the sum of $1000 per month for twelve months.
Janet was also
assessed $1460 of William’s attorney fees.
Janet appeals, arguing that the district court erred by failing to grant her
permanent alimony. William cross-appeals the district court’s award of attorney
fees, claiming he is entitled to a greater award of district court attorney fees and
requesting that his appellate attorney fees be paid by Janet.
II. Standard of Review
We review this equity action de novo. Iowa R. App. P. 6.4. While our
review is de novo, we give the district court considerable latitude in making its
determination and will “disturb that determination only when there has been a
failure to do equity.” In re Marriage of Anliker, 694 N.W.2d 535, 540 (Iowa 2005).
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We give weight to the district court’s findings of fact, especially regarding witness
credibility, but are not bound by them. Id. at 539.
III. Spousal Support
Janet argues that she should be granted traditional alimony because her
employment income is not sufficient to pay for her day-to-day necessities. When
deciding whether to award alimony, the district court must consider the following
factors: the length of the marriage; the age and physical and emotional health of
the parties; the property distribution; the educational level of the parties; the
respective earning capacity of the parties; the feasibility of the party seeking
maintenance to become self-supporting at a standard of living reasonably
comparable to that enjoyed during the marriage; the tax consequences; any
mutual agreement made by the parties concerning financial or service
contributions; the provisions of any antenuptial agreement; and any other factor
the court considers relevant.
Iowa Code § 598.21A (2005).
Importantly,
inherited and gifted property in addition to marital assets can be considered in
making an alimony award. In re Marriage of Moffatt, 279 N.W.2d 15, 20 (Iowa
1979); In re Marriage of Voss, 396 N.W.2d 801, 804 (Iowa App. 1986).
We cannot find that the district court’s denial of traditional alimony was
inequitable. On the day of the parties’ separation, Janet emptied several joint
checking accounts and cashed CDs, depositing the funds into her own account.
Janet has her own TIAA-CREF account and an IPERS account. In addition,
Janet will receive approximately $120,000 from the sale of the parties’ home in
Huxley and will keep her vehicle and jewelry. William agreed to transfer roughly
$52,000 to Janet from his TIAA-CREF account. The district court’s finding that
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Janet will have approximately $430,000 in assets, roughly $210,000 of which are
liquid or near liquid, is within the permissible range of the evidence. This sum of
money could generate steady income for Janet.
We further agree with the district court that Janet’s medical condition
strengthens her case for permanent alimony.
However, expert testimony
indicated there are many vocational options for Janet. She has performed well at
her current job, received positive work performance reviews, and seems to be a
reliable and hardworking employee. Janet is capable of seeking employment
during the summer months to supplement her income.
The length of the parties’ marriage also is a factor supporting Janet’s claim
for traditional alimony. However, Janet will leave the marriage with substantial
assets. William presented several detailed spreadsheets to demonstrate that
Janet’s inheritance provided sufficient income to meet Janet’s monthly expenses.
These spreadsheets show that Janet will have ample funds to meet her
expenses and to live comfortably through retirement. The evidence submitted at
trial supports the figures that William used in his spreadsheets.
The only
disputed figure is the value of Janet’s inheritance.
The most decisive factor in this case is Janet’s substantial inherited
property. The parties’ estimations of the value of Janet’s inherited property vary
greatly.
Janet’s refusal to provide necessary documents or comply with the
orders to compel made it impossible for the district court to determine the exact
value of the Bliss Trust. The district court opted to use William’s higher figures
as a sanction for Janet’s failure to provide discovery.
William created a
spreadsheet showing the balance of each account as well as significant transfers
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that had been made from each account.
We agree with the district court’s
sanction and use William’s figures in determining the amount of inheritance
received by Janet. William’s asserted values of the Bliss Trust and the house in
Sedona are within the permissible range of the evidence.1 Using these figures,
Janet leaves the marriage with a net worth of $905,555, twice William’s net
worth. Accordingly, we find that Janet leaves the marriage with sufficient assets,
including substantial liquid assets, to satisfy her monthly bills. We agree with the
district court’s finding that permanent spousal support would be inequitable.
IV. ATTORNEY FEES
William argues that he should be awarded a greater amount of his trial
court attorney fees in addition to appellate attorney fees. An award of attorney
fees is not a matter of right, but rests within the court’s sound discretion. In re
Marriage of Wood, 567 N.W.2d 680, 684 (Iowa Ct. App. 1997).
In deciding
whether attorney fees should be awarded, the court considers the needs of the
party making the request, the ability of the other party to pay and whether the
party making the request is obligated to defend the trial court’s decision on
appeal. In re Marriage of Gaer, 476 N.W.2d 324, 330 (Iowa 1991). William
requests that we increase the award to $10,000.
Based on the parties’
respective incomes, we decline to increase the award. Janet’s current income
could not support such an award against her without requiring her to dip into her
assets. While we recognize that a portion of William’s attorney fees may have
1
Janet argues that there is no income potential from the house in Sedona because she
owns only a one-half interest in the house and that her brother, who owns the other half,
will not agree to sell the house. However, the district court found that Arizona provides
legal means for one owner to compel a partition of the property that is jointly owned with
another. Janet could sell her interest in the property to her brother.
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been incurred as a result of Janet’s failure to provide documents, we affirm the
district court’s assessment of $1460 attorney fees against Janet and decline to
award appellate attorney fees.
AFFIRMED.
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