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Smart Summary

Factual and Procedural Background

This case concerns a child custody modification dispute arising from the divorce of Moses C. Jones and Zaida S. Jones. The parties were married for ten years and had two minor children. The 1987 divorce judgment awarded custody to Zaida Jones but included a provision that if she moved outside Alabama, the custody arrangement would be subject to review due to a material change in circumstances. In 1989, Zaida petitioned to move the children to Puerto Rico, her native home. Moses Jones cross-petitioned for custody. After an ore tenus hearing, the trial court awarded custody to the father in an 18-page opinion. The Court of Civil Appeals reversed this decision, but the Supreme Court of Alabama granted certiorari, reversed the appellate court, and remanded to reinstate the trial court's judgment.

Legal Issues Presented

  1. Whether the trial court correctly applied the standard for modification of child custody when a prior custody decree awards custody to a parent different from the natural parent seeking modification.
  2. Whether the Court of Civil Appeals erred in reversing the trial court's custody modification decision.
  3. What standard of review applies to ore tenus findings in child custody cases.

Arguments of the Parties

The opinion does not contain a detailed account of the parties' legal arguments.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Ex parte McLendon, 455 So.2d 863 (Ala. 1984) Sets the standard of review for child custody modification cases involving a prior custody decree; clarifies the presumption of parental custody and burden of proof for material change in circumstances. The Court applied the McLendon standard to affirm that the Court of Civil Appeals erred by not deferring to the trial court's ore tenus findings and that the trial court's custody modification was supported by evidence.
Ex parte Mathews, 428 So.2d 58 (Ala. 1983) Clarifies that the presumption of parental custody does not apply after a prior custody decree awarding custody to a non-parent. Referenced to support that the natural parent's superior right to custody is cut off by a prior decree awarding custody to another party.
Ex parte Berryhill, 410 So.2d 416 (Ala. 1982) Establishes that a natural parent has a superior right to custody over a non-parent unless a prior decree states otherwise. Distinguished by the Court as not applicable when a prior decree awards custody away from the natural parent.
Horton v. Gilmer, 266 Ala. 124, 94 So.2d 393 (1957) Supports the principle that a parent's prima facie right to custody can be altered by prior custody decrees. Used to reinforce the principle that custody can be modified only upon showing material promotion of the child's welfare.
Lewis v. Douglass, 440 So.2d 1073 (Ala.Civ.App. 1983) Addresses the burden of proof for custody modification and the requirement to show material promotion of the child's welfare. Referenced in discussing standards for modification and the burden on the parent seeking change.
Greene v. Greene, 249 Ala. 155, 30 So.2d 444 (1947) States that a parent who has transferred custody by fair agreement cannot reclaim custody unless a change would materially promote the child's welfare. Quoted to define the substantive standard for custody modification.
Wood v. Wood, 333 So.2d 826 (Ala.Civ.App. 1976) Emphasizes the rule of repose in custody cases, requiring proof that the benefit of modification outweighs disruption to the child. Applied to clarify that a custody change must overcome the inherently disruptive effect of uprooting the child.
Carter v. Harbin, 279 Ala. 237, 184 So.2d 145 (1966) Establishes that improvement in the parent's circumstances alone is insufficient to warrant custody modification. Used to support the requirement that a change must materially promote the child's best interests.
Abel v. Hadder, 404 So.2d 64 (Ala.Civ.App. 1981) Affirms that the parent must prove fitness and material promotion of the child's welfare to modify custody. Reinforces the burden on the party seeking modification.
Ford v. Ford, 293 Ala. 743, 310 So.2d 234 (1975) Rejects the standard requiring proof of adverse effect on the child, clarifying the current standard focuses on material promotion of welfare. Reaffirmed by the Court to overrule contrary decisions and clarify the burden of proof.
Skinner v. Hargett, 494 So.2d 652 (Ala.Civ.App. 1986) Establishes appellate review standard for ore tenus findings in custody cases—appellate courts defer unless findings are plainly wrong. Applied to criticize the Court of Civil Appeals for failing to apply proper deference to trial court findings.
Cook v. Cook, 462 So.2d 370 (Ala.Civ.App. 1984) Supports the standard of appellate review deferring to trial court's ore tenus findings. Used to bolster the standard of review discussion.

Court's Reasoning and Analysis

The Court began by reaffirming the legal standard for custody modification from Ex parte McLendon, which requires that a parent seeking modification must show a material change in circumstances that will materially promote the child's welfare. The Court emphasized that the presumption favoring a natural parent does not apply when custody has already been awarded to another party by prior decree.

The trial court's findings were based on extensive ore tenus evidence, including testimony from two clinical psychologists and observations of the parties' demeanor. The trial judge found the mother’s psychological state troubling and concluded that a change in custody would better serve the children's welfare despite the traumatic effect of uprooting them.

The Supreme Court held that the Court of Civil Appeals failed to apply the proper standard of review by not deferring to the trial court's ore tenus findings unless plainly wrong. The appellate court’s reversal was therefore erroneous. The Supreme Court found the trial court's decision well-supported by evidence and consistent with the governing legal principles, including the need to balance the benefits of custody modification against the disruptive effects on the children.

Holding and Implications

REVERSED AND REMANDED

The Supreme Court reversed the Court of Civil Appeals' decision and remanded with instructions to reinstate the trial court's judgment awarding custody to the father. The direct consequence is that custody remains with Moses Jones. The opinion does not establish new precedent beyond reaffirming the application of established standards for custody modifications and appellate review of ore tenus findings.

Ex parte Moses C. JONES. (Re Zaida S. JONES v. Moses C. JONES).

PER CURIAM.

This is a child custody modification case.

Moses Jones, a neurosurgeon in Tuscaloosa, Alabama, was married to Zaida Jones for 10 years prior to their divorce. Two minor children were born during the marriage, and the 1987 divorce judgment awarded custody of those minor children to Zaida Jones. The divorce judgment, however, stated that should Zaida Jones decide to move outside the State of Alabama, then the court would consider that there had been a material change of circumstances, and, therefore, that the custody issue would be reviewable. In 1989, Zaida petitioned the court for permission to move the children to Puerto Rico, where she is from. Moses Jones cross-petitioned, requesting custody of the children. Following an ore tenus hearing, the trial court, in an 18-page opinion, awarded custody to the father. The Court of Civil Appeals reversed, 620 So.2d 1, and we granted Moses Jones's petition for the writ of certiorari. We reverse the judgment of the Court of Civil Appeals.

In Ex parte McLendon, 455 So.2d 863 (Ala. 1984), this Court set forth the standard of review for cases involving the question of a change of custody. We stated:

"A natural parent has a prima facie right to the custody of his or her child. However, this presumption does not apply after a voluntary forfeiture of custody or a prior decree removing custody from the natural parent and awarding it to a non-parent. Ex parte Mathews, 428 So.2d 58 (Ala. 1983); Ex parte Berryhill, 410 So.2d 416 (Ala. 1982); Horton v. Gilmer, 266 Ala. 124, 94 So.2d 393 (1957); Lewis v. Douglass, 440 So.2d 1073 (Ala.Civ.App. 1983).
"In returning custody to the mother, the trial court may have incorrectly given the mother the benefit of this presumption. The trial court apparently misconstrued our holding in Ex parte Berryhill, supra, wherein this Court said that in a contest between a natural parent and a non-parent for custody of a child, the natural parent has a superior right to custody. The Court of Civil Appeals correctly noted that the holding of Berryhill has no application when there is a prior decree removing custody from the parent. The superior right of the mother in this case was cut off by the prior decree awarding custody to the grandparents. McLendon v. McLendon, 455 So.2d at 862.

"The correct standard in this case is:

" 'Where a parent has transferred to another [whether it be a non-parent or the other parent], the custody of h[er] infant child by fair agreement, which has been acted upon by such other person to the manifest interest and welfare of the child, the parent will not be permitted to reclaim the custody of the child, unless [s]he can show that a change of the custody will materially promote h[er] child's welfare.'
" Greene v. Greene, 249 Ala. 155, 157, 30 So.2d 444, 445 (1947), quoting the Supreme Court of Virginia, Stringfellow v. Somerville, 95 Va. 701, 29 S.E. 685, 687, 40 L.R.A. 623 (1898).

"Furthermore,

" '[This] is a rule of repose, allowing the child, whose welfare is paramount, the valuable benefit of stability and the right to put down into its environment those roots necessary for the child's healthy growth into adolescence and adulthood. The doctrine requires that the party seeking modification prove to the court's satisfaction that material changes affecting the child's welfare since the most recent decree demonstrate that custody should be disturbed to promote the child's best interests. The positive good brought about by the modification must more than offset the inherently disruptive effect caused by uprooting the child. Frequent disruptions are to be condemned.'
" Wood v. Wood, 333 So.2d 826, 828 (Ala.Civ.App. 1976).
"It is not enough that the parent show that she has remarried, reformed her lifestyle, and improved her financial position. Carter v. Harbin, 279 Ala. 237, 184 So.2d 145 (1966); Abel v. Hadder, 404 So.2d 64 (Ala.Civ.App. 1981). The parent seeking the custody change must show not only that she is fit, but also that the change of custody 'materially promotes' the child's best interest and welfare.
"For several years now, the Court of Civil Appeals has stated that the parent seeking custody has the burden of showing a change in circumstances which adversely affect the welfare of the child. Lewis v. Douglass, 440 So.2d 1073 (Ala.Civ.App. 1983); Simpson v. Gibson, 420 So.2d 782 (Ala.Civ.App. 1982); Taylor v. Taylor, 387 So.2d 849 (Ala.Civ.App. 1980); Keith v. Keith, 380 So.2d 889 (Ala.Civ.App. 1980). This Court, in 1975, expressly rejected that standard in favor of the standard applied today. We held that 'the use of the word "adversely" limits the law as stated in our cases.' Ford v. Ford, 293 Ala. 743, 310 So.2d 234 (1975). We reaffirm that holding today and further hold that all contrary decisions, including the above-cited ones, are overruled to this extent.

". . . .

". . . Although the best interests of the child are paramount, this is not the standard to be applied in this case. It is important that she show that the child's interests are promoted by the change, i.e., that she produce evidence to overcome the 'inherently disruptive effect caused by uprooting the child.' Wood v. Wood, 333 So.2d at 828."
455 So.2d at 865-66.

In an 18-page opinion, the trial judge determined that custody should be awarded to the father. He stated in that opinion, in pertinent part:

"This is the most difficult child custody modification case this Judge has ever faced. The heart persuades one way, but the law, the evidence, and the best interests of the children compel a contrary result. There is no doubt that both Plaintiff and Defendant love these children very much. Indeed, they have been at war over them (and over other matters of conflict as well — see below) since the filing of the Bill of Complaint herein on April 29, 1986. Defendant now comes before the Court seeking permission to remove the children to Puerto Rico, her native country and the home of her mother. Ordinarily such a pleading would be unnecessary. However, Judge Conger in his order of March 11, 1988, (p. 1 of findings, page 2 of order) stated:
" 'However, the Plaintiff has had a significant relationship with his children and it is important to their well-being and best interest for him to continue to be regularly involved with them during their growth and development.';
"and, in his original decree herein, dated June 22, 1987, Judge Conger, in p. 7 of the Order provisions of said decree (page 4), ordered as follows:
" 'The Court has made the custody determination herein on the basis that this is the "home state" of the children. Their roots are here and the advantages of the lifestyle they enjoy such as school, friends, medical treatment and standing in the community are all of great benefit to their long-term welfare and personal growth. The Court wishes to make it clear that all considerations regarding the best interests of the children as to their care and custody included all of the above as well as the various strengths and weaknesses of each parent. Any move to relocate the children outside of Alabama, given the totality of the Court's consideration regarding custody, would be a significant change in circumstances that would be grounds for custodial review if brought to the Court's attention.' "

The trial court, reviewing Judge Conger's order, stated:

"The Court in this case had the benefit of the testimony, and the test results and interpretations, of perhaps two of the best clinical psychologists in this part of the State, Dr. Cathy Brumback, for Defendant, and Dr. Harriet Myers, for Plaintiff. Their testimony, viewed in light of the testimony and demeanor of the parties themselves and of the history of conflict and controversy in this case since 1986, lies at the heart of the trial of this case. Their testing and findings, and the professional opinions and conclusions drawn therefrom and from their interviews with and observations of the various parties hereto, are the basis of the findings of the Court contained in paragraphs 7. through 10. hereinbelow;

". . . .

"The Defendant's demeanor, appearance, and testimony were very disturbing to the Court. She testified that she has been unable to 'pick up the pieces' of her life since the divorce. She professes an undue amount of misunderstanding of the provisions of the various decrees of the Court in this case, given her high degree of education and intelligence. She says she is unable to get on with her life. In her testimony, Defendant evidenced unnatural paranoias and suspicions. . ..
"Despite her obvious need for psychological counseling, and Dr. Brumback's suggestion that she seek same, she has declined to do so. In the opinion of the Court, a material change in circumstance has occurred in Defendant's home and life in that she has become more and more withdrawn, and dependent and centered on her children and her relationship with them. Paranoia, indecision, and confusion were apparent in her testimony and demeanor in this Courtroom."

When reviewing a custody case wherein the evidence was presented ore tenus, an appellate court will not disturb the findings of the trial judge unless they are found to be unsupported by the evidence and therefore plainly wrong. Skinner v. Hargett, 494 So.2d 652, 653 (Ala.Civ.App. 1986), citing Cook v. Cook, 462 So.2d 370 (Ala.Civ.App. 1984). In this case, the Court of Civil Appeals, in our opinion, did not observe this standard of review. It is not enough that the Court of Civil Appeals would or could have reached the opposite conclusion; rather, the Court of Civil Appeals is bound to look at the evidence to determine if the trial judge was plainly and palpably wrong, in light of the standards set forth in Ex parte McLendon, supra. In light of McLendon, we conclude that the Court of Civil Appeals erred in reversing the judgment of the trial judge.

The record indicates that two psychologists testified. One testified that a change of custody would be "devastating" to the children; however, the other psychologist, Dr. Meyer, testified that although the change in custody would be traumatic for the minor children, she thought the best interests of the children would be better served if they were in the custody of their father. The trial judge found that, in light of the testimony and the demeanor of the parties, a change in custody would best promote the children's welfare and that the benefits of that change would outweigh the effect the change of custody would have on the children. See Ex parte McLendon, supra.

For the foregoing reasons, the judgment of the Court of Civil Appeals is reversed and the cause is remanded with instructions to reinstate the judgment of the trial court.

REVERSED AND REMANDED.

MADDOX, SHORES, ADAMS, HOUSTON and STEAGALL, JJ., concur.

KENNEDY and INGRAM, JJ., dissent.

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EX PARTE JONES
(Jan 8, 1993)