Translate
Text Highlighter

Bookmark

PDF

Share

Report a problem
AMICUS AI
Citation Codes
Equivalent Citations
citation codes
Docket Number
Attorney(S)
Judges
Are you a practicing lawyer?
Enhance your digital presence and reach by creating a Casemine profile.
Upload pleading to use the new AI search
Cites
Cited by
Citation Codes
Equivalent Citations
citation codes
Docket Number
Attorney(S)
Judges
Smart Summary

BURTON v. BURTON, Court of Appeals of Maryland (Dec. 29, 1969) — Summary

Factual and Procedural Background

The parties were married in 1948 and had four daughters (the oldest being married). They separated in June 1967. In February 1968 the wife (appellee) filed a bill for divorce a vinculo matrimonii alleging adultery. At trial (April 1968) the trial court (Circuit Court for Prince George's County, Powers, J.) granted the divorce a vinculo, awarded the wife custody of the minor children, and ordered the husband (appellant) to pay monthly amounts for child support and alimony and to pay counsel fees. The decree awarded the wife custody and ordered the husband to pay $700 per month for the maintenance and support of three minor children and $900 per month as alimony (totaling $1,600 per month), and a counsel fee. The husband appealed, challenging the award of alimony and child support.

Legal Issues Presented

  1. Whether the trial court's award of alimony and child support (totaling $1,600 per month) was an abuse of judicial discretion.
  2. Whether the trial judge erred in basing the award on an assumed annual income for the husband of about $55,000 (before taxes), when the husband's average income over the six years ending December 31, 1967, was about $34,000 per year.

Arguments of the Parties

Appellant's Arguments

  • Appellant contended the trial judge erred in assuming an income of about $55,000 per year for him. He pointed out that his average annual income for the six years ending December 31, 1967, was about $34,000 and argued that likely smaller figures might be developed for ensuing years, implying the award was excessive when judged against actual income history.
  • At trial the appellant (through counsel) expressed a willingness to pay $1,393 per month, less the wife's income from part-time employment ($160), which was represented as approximately $1,250 per month.

Appellee's (Wife's) Position

  • Counsel for the wife suggested an overall figure of $1,400 per month at trial. The wife herself refused to accept any figure less than what she requested and told the court she thought the appropriate award should be about $20,000 in total (expressed as $1,666.67 per month).
  • The wife had some part-time income (about $160 per month), which the trial court considered in its calculation.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Waters v. Waters, 191 Md. 436, 440-41 (1948) Cited for the core multi-factor test in determining alimony (considering husband's wealth and earning capacity; station in life of the parties; age; physical condition; ability to work; length of marriage; circumstances leading to the divorce; fault; and the assets and income of the wife). Also for the proposition that alimony is not punitive and must be based on judicial discretion. The court quoted Waters to articulate the governing factors and to frame the scope of judicial discretion applied in affirming the trial court's award.
Timanus v. Timanus, 178 Md. 640 Referenced as an authority supporting components of the multi-factor approach to alimony described in Waters. Cited as one of the authorities forming the body of precedent the court relied on in stating applicable principles for alimony awards.
Dougherty v. Dougherty, 187 Md. 21 Referenced as authority supporting principles applied in determining alimony awards. Included among cases cited for the standard factors and judicial discretion applicable to alimony determinations.
Bradshaw v. Bradshaw, 189 Md. 322 Referenced as authority supporting principles applicable to alimony awards. Used as part of the court's composite citation history to show consistency of principles applied in alimony cases.
Hood v. Hood, 138 Md. 360 Cited for the proposition that the assets and income of the wife must also be considered in awarding alimony. Noted in the court's statement of controlling factors to be considered in alimony determinations.
Conover v. Conover, 250 Md. 322 (1968) Listed among cases reiterating the principles governing alimony and judicial discretion. Included in the opinion's list of decisions that have repeated or paraphrased the controlling principles.
Williams v. Williams, 238 Md. 636 (1965) Listed as a subsequent case reiterating alimony principles. Referenced in the footnote list of precedents affirming the established principles.
Gregg v. Gregg, 220 Md. 578 (1959) Included among decisions reiterating the governing principles for alimony. Listed to show the consistency of authority supporting the court's statement of law.
Bailey v. Bailey, 218 Md. 527 (1959) Included among supporting authorities on alimony principles. Used as part of the cited corpus reinforcing the legal standards the court recited.
Newmeyer v. Newmeyer, 216 Md. 431 (1958) Included among authorities reiterating alimony principles. Part of the chain of cases cited to support the multi-factor approach and discretion in alimony awards.
Courson v. Courson, 213 Md. 183 (1957) (dissenting opinion) Listed among cases in the opinion's footnote illustrating continued discussion of alimony principles in Maryland decisions. Included in the court's listing of related authorities; cited as part of the broader example of appellate decisions on alimony.
Donigan v. Donigan, 208 Md. 511 (1956) Listed among cases reaffirming the principles and discretion applicable to alimony awards. Part of the aggregated authority the court used to state the governing law.
Danziger v. Danziger, 208 Md. 469 (1955) Included in the list of precedents supporting the established alimony factors and judicial discretion. Referenced as part of the jurisprudential backdrop cited by the court.
Zimmerman v. Zimmerman, 199 Md. 176 (1952) Listed as one of the cases repeating or paraphrasing the principles for alimony determinations. Included in the footnote list of supporting decisions.
Sugarman v. Sugarman, 197 Md. 182 (1951) Included as a case reiterating the multi-factor approach and judicial discretion in alimony awards. Part of the group of cases cited to show established precedent in Maryland.
Pet v. Pet, 238 Md. 492, 497 (1965) Specifically cited for two propositions: (1) an award of alimony may properly be based on the overall financial ability of the husband at the time of trial; and (2) the award may be increased or decreased later as circumstances change, and discovery may be used for that purpose. The court relied on Pet v. Pet to explain that an award based on the husband's overall financial ability at trial may be modified later and to reject the appellant's argument that the trial court could not rely on the assumed income figure without exposure to future adjustment or discovery.

Court's Reasoning and Analysis

The court summarized the key factual financial indicators relied upon by the trial judge: the husband’s net worth of approximately $400,000, an assumed annual income of about $55,000 before taxes (about $43,000 after taxes for 1967), a home valued at about $75,000, and the parties' accustomed standard of living (each drove a Cadillac; three minor children to be supported). The trial judge also took into account the wife's part-time income of about $160 per month and the husband's willingness at trial to pay approximately $1,393 per month (less the wife's income).

The trial judge expressly stated that, given the husband's demonstrated net worth and earning capacity, the husband should be able to "bridge the gap" between good years and bad years and concluded that the wife's stated requirements were not unreasonable for a family of that station in life. The judge computed a figure approximating $1,400 in monthly needs for the wife and children, added the wife's $160 income, and concluded that, considering what had been agreed regarding the house, $1,600 per month as payment by the husband for the wife's support and the support of the minor children was reasonable.

The Court of Appeals recited controlling Maryland precedent (beginning with Waters v. Waters and related cases) outlining the established factors to be considered in alimony awards and emphasizing that alimony is not punitive but rather rests on judicial discretion. The court acknowledged appellant's contention that the judge erred in assuming the higher income figure, noting appellant's evidence that his six‑year average income was about $34,000 and that lower figures might appear for future years.

The appellate court then invoked Pet v. Pet to emphasize that an award may properly be based on the husband's overall financial ability at the time of trial but that such awards can be increased or decreased in the future as circumstances change and that discovery may be employed for that purpose. While the opinion stated it would have been preferable if the trial judge had set out more detailed reasons for the $1,600 figure, the Court of Appeals concluded that, on the record before the trial judge, it could not say the judge's award was "clearly wrong."

Holding and Implications

Holding: The Court of Appeals affirmed the decree of the Circuit Court (Decree affirmed). Costs were ordered to be paid by the appellant.

Implications:

  • The appellate court upheld the trial judge's exercise of judicial discretion in determining alimony and child support based on the financial picture presented at trial (including the husband's net worth and assumed income and the parties' station in life).
  • The court reiterated that awards of alimony are to be determined by judicial discretion guided by enumerated factors (as cited from Waters and related cases) and that such awards are not punitive but are intended to achieve justice based on reason and law.
  • The court confirmed the continued applicability of Pet v. Pet: an award based on a party's overall financial ability at the time of trial may be adjusted later to reflect changed circumstances, and discovery may be used to support modification proceedings.

Disposition: Decree affirmed; costs to be paid by appellant.

BURTON v. BURTON

ALIMONY — In Determining An Award Of Alimony And Whether Wife's Income Is Insufficient To Care For Her Needs, A Court Should Consider Husband's Wealth And Earning Capacity, The Station In Life Of The Parties, Their Age, Physical Condition And Ability To Work, The Length Of Time The Parties Have Lived Together, The Circumstances Leading Up To The Divorce, The Fault Which Destroyed The Home, And The Assets And Income Of The Wife. pp. 236-237

ALIMONY — In Making An Award Of Alimony, A Court Can Only Use Judicial Discretion And There Is No Special Statute Or Rule Governing This Discretion Which Must Be Exercised To The Necessary End Of Awarding Justice And Based Upon Reason And Law. p. 237

ALIMONY — Although An Award Of Alimony Is Properly Based On The Overall Financial Ability Of The Husband At The Time Of Trial, There Is No Reason Why The Award May Not Be Increased Or Decreased From Time To Time When And As There Are Changes In The Circumstances Of The Parties Nor Is There Any Reason Why Either Party Should Not Resort To Discovery For Such Purposes. In the instant case, husband contended trial judge had based award on erroneous assumptions as to husband's income; held, Court of Appeals could not say that, on the record before him, the trial judge was clearly wrong. p. 237

R.H.

McWILLIAMS, J., delivered the opinion of the Court.

The trial judge, Powers, J., ordered appellant (Burton) to pay $900 per month to appellee (wife) as alimony and $700 per month for the maintenance and support of three minor children. This appeal reflects Burton's dissatisfaction with the turn of events. We shall state only the facts relevant to the narrow question presented for our consideration.

The parties were married in 1948. They have four daughters, the oldest of whom is now married. Burton's net worth of $400,000 reflects his success in business. At the time of trial his annual income was in excess of $55,000. Their home in Hyattsville had a value of about $75,000. Each one drove a Cadillac and the oldest daughter had the use of a less expensive automobile. The separation took place in June 1967. In February 1968 the wife filed her bill for a divorce a vinculo alleging adultery.

During the trial in the Circuit Court for Prince George's County in April 1968 Burton expressed a willingness to pay $1,393 per month less the wife's income from a part-time job ($160) which was rounded off at $1,250. Counsel for the wife suggested $1,400. The wife, however, refused to consent to any figure but she told the court she thought the award should be about $20,000 ($1,666.67 per month). Judge Powers gave as his reasons for the $1,600 award:

"In deciding this case I am assuming an income to Mr. Burton of about $55,000 a year before taxes. It is true that he is in a business that may have its ups and downs, but whatever ups and downs it has had, it has enabled him now to have a net worth of approximately $400,000, and under those circumstances I would say that he should be able to bridge the gap between good years and bad years even though his income does not remain constant. After taxes that gets down to about $43,000.00 a year for 1967.
"As to the current requirements that Mrs. Burton testified to, not just a bare existence but on the other hand minimal for four people in this kind of income group, it doesn't seem to me that the requirements are unreasonable, and that amounts to approximately $1,400 a month. In addition to that she has an income of about $160 a month. I assume from the hours and income that her employment is as much to have some diversion as it is for the amount earned.
"I conclude under the circumstances that as payment by the husband to the wife for her support and the support of the minor children, taking into consideration what has already been agreed upon with respect to the house, a reasonable amount would be $1,600 a month."

The reports of our decisions abound in shopworn expressions of the principles of law which are applicable here. What we said in Waters v. Waters, 191 Md. 436, 440-41 (1948), has been repeated and paraphrased in most of the cases which followed:

"Although, in this case, the husband has been found guilty of adultery, the awarding of alimony is never a punitive measure. In determining an award of alimony and whether `the wife's income is insufficient to care for her needs', the court should consider the husband's wealth and earning capacity, the station in life of the parties, age, physical condition, the ability to work, the length of time the parties have lived together, the circumstances leading up to the divorce, and the fault which destroyed the home. Timanus v. Timanus, 178 Md. 640, 642, 643, 16 A.2d 918; Dougherty v. Dougherty, 187 Md. 21, 48 A.2d 451, 457; Bradshaw v. Bradshaw, 189 Md. 322, 326, 55 A.2d 719, 721. Also, of course, to be taken into consideration are the assets and income of the wife. Hood v. Hood, supra, 138 Md. page 360, 113 A. 895, 15 A.L.R. 774. In making such an award the court can only use judicial discretion. Of course, there is no special statute or rule governing this discretion. It must be exercised to the necessary end of awarding justice and based upon reason and law."

Conover v. Conover, 250 Md. 322, 324 (1968); Williams v. Williams, 238 Md. 636, 637 (1965); Gregg v. Gregg, 220 Md. 578, 583 (1959); Bailey v. Bailey, 218 Md. 527, 529 (1959); Newmeyer v. Newmeyer, 216 Md. 431, 434 (1958); Courson v. Courson, 213 Md. 183, 194 (1957) (dissenting opinion); Donigan v. Donigan, 208 Md. 511, 519 (1956); Danziger v. Danziger, 208 Md. 469, 474 (1955); Zimmerman v. Zimmerman, 199 Md. 176, 181 (1952); Sugarman v. Sugarman, 197 Md. 182, 188 (1951).

Appellant insists Judge Powers erred when he assumed an income of $55,000 before taxes. He points out that for the six years ending 31 December 1967 his average annual income was only about $34,000 and that it is likely smaller figures will be developed in the ensuing years. What Judge Horney said for the Court in Pet v. Pet, 238 Md. 492, 497 (1965), seems entirely appropriate here:

"Although we hold in this case that the award of alimony was properly based on the overall financial ability of the husband at the time of trial, there is, of course, no reason why the award may not be increased or decreased from time to time when and as there are changes in the circumstances of the parties. Nor is there any reason why either party should not resort to discovery for such purposes."

It is a pity, perhaps, that Judge Powers chose not to set down in greater detail his reasons for concluding that $1,600 per month "would be a reasonable amount." Nonetheless we are unwilling to say that on the record which was before him the award was clearly wrong.

Decree affirmed.

Costs to be paid by the appellant.

Use AI to get other relevant cases.

Comments

BURTON v. BURTON
(Apr 29, 1969)