D.B. v. J.B. ( 2020 )


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    18-P-600                                            Appeals Court
    D.B.   vs.   J.B.
    No. 18-P-600.
    Suffolk.      April 2, 2019. - March 17, 2020.
    Present:   Hanlon, Desmond, & Shin, JJ.
    Divorce and Separation, Alimony, Division of property, Child
    custody.
    Complaint for divorce filed in the Suffolk Division of the
    Probate and Family Court Department on July 18, 2011.
    The case was heard by Joan P. Armstrong, J.
    Nancy A. Freed for the husband.
    Sandra E. Lundy for the wife.
    HANLON, J.   After a trial, a judge of the Probate and
    Family Court issued extensive findings of fact and conclusions
    of law, and entered a judgment of divorce nisi dated May 23,
    2017.   The plaintiff husband, D.B., now appeals, arguing that
    the judge erred in (1) failing to calculate appropriately the
    defendant wife's, J.B., need for alimony; (2) failing to credit
    the husband for thirty-seven months of pretrial alimony; (3)
    2
    dividing equally the husband's interest in an investment
    account; and (4) awarding joint legal custody of the parties'
    minor children, while granting the wife final authority for
    nonemergency medical decisions.   For the reasons that follow, we
    vacate the portion of the judgment that relates to the
    durational limit of the husband's alimony payments, and we
    affirm the remainder of the judgment.
    Background.   The husband and the wife were married in
    October 1998; together they had three children.1    The parties
    first separated in July 2011; the husband filed a complaint for
    divorce on July 18, 2011.   A short time later, the parties
    reconciled.   However, in May 2013, the parties again separated,
    and the husband pursued his divorce complaint.2,3   After the
    1 Because the parties' oldest child was eighteen at the time
    the judgment issued, she was not included in the custody
    determination.
    2 The judge calculated the length of the marriage as 175
    months, based on the number of months between the date of the
    marriage and May 3, 2013, the date the parties last resided
    together. The length of the marriage is not in dispute.
    3 On May 3, 2013, the husband obtained an ex parte abuse
    prevention order against the wife. See G. L. c. 209A. He
    alleged that the wife had threatened him with a knife in front
    of one of the children. Four police officers went to the
    marital home to remove the wife while the husband took the
    children to a Celtics game. None of the court papers relating
    to the abuse prevention order is included in the record. As a
    result, it is not clear whether there was a hearing after
    notice, or whether the initial abuse prevention order was
    extended and, if so, for how long.
    3
    separation, the children resided primarily with the husband in
    the marital home; the oldest child resided with the wife for a
    short time between September 2015 and January 2016, but then
    returned to reside in the husband's home.   In February 2014, by
    stipulation of the parties, the husband agreed to pay to the
    wife temporary support of $30,000 monthly; the stipulation
    characterized the support as alimony, and the parties agreed
    that the monthly payments would be "credited against the
    applicable durational limit of the Alimony Reform Act of 2011."
    The stipulation later entered as a temporary order.
    The wife graduated with a college degree and was employed
    prior to the parties' marriage.   However, beginning with the
    birth of the parties' oldest child in January 1999, the wife
    became a stay-at-home parent; during the marriage she also
    hosted dinners and political fundraisers in the marital home for
    However, in an October 10, 2013 stipulation between the
    parties (later incorporated into a court order), among other
    things, the husband agreed to vacate the provisions of the abuse
    prevention order that pertained to the children; the stipulation
    instead instituted a "no-contact" requirement -- prohibiting
    either party from contacting the other in nonemergency
    circumstances by "phone, electronic means or in person." The
    stipulation provided that, if the wife violated the no contact
    order, the husband could seek a new abuse prevention order and
    the wife would not object; there was no reciprocal provision if
    the husband failed to comply with the no contact provision.
    While a stipulation that would prevent a party from being heard
    appropriately in a hearing on an abuse prevention order is
    concerning, neither side has raised the issue here and so we do
    not address it.
    4
    the purpose of developing the husband's business relationships.
    The wife brought with her into the marriage approximately
    $500,000; those funds were "incorporated into the marital
    enterprise," or used to acquire and grow marital assets.
    The husband was the primary wage earner during the
    marriage, and the wife made significant noneconomic
    contributions that permitted the husband to focus on his career.
    She was the primary caregiver for the children during the early
    years of the marriage; the family later employed nannies and
    other household staff, and the wife remained intricately
    involved in the day-to-day running of the household and in
    coordinating the children's needs.    At the time of trial, the
    wife's sole source of income was the temporary alimony the
    husband paid her.
    The husband received a bachelor's degree and later a
    master's degree in business administration.     He began his
    successful career as a consultant with a company, and later
    formed an investment firm (firm).    The husband has been employed
    by the firm throughout the course of the marriage and was, at
    the time of trial, one of the general partners at the firm,
    which had a number of employees.     The husband did not receive a
    regular salary from the firm, but instead, for the two years
    preceding the trial, he opted to take a monthly draw of
    $200,000.
    5
    The firm manages private equity accounts that invest in and
    manage various investment portfolio companies.    Partnership
    investment entities hold the firm's interests in each of the
    portfolio companies.   Each account has a set duration of ten
    years; after an account is established, the firm spends the
    first five years raising investment capital to fund the entity
    (in addition to the firm's initial investment).   Once the
    investment goal is met, the account is closed and the management
    phase of the account begins.   The following five years are then
    focused on the management and growth of the account, in order to
    provide a high return for the investors (and for the firm) when
    the various entities contained within each account are sold.
    As a general partner of the firm, the husband had a
    mandatory capital commitment to establish an account; this
    required him to contribute his personal assets.   Relevant here,
    the husband was personally obligated to contribute $2.4 million
    to a specific account, asset X.   By December 2009, fundraising
    for asset X had been completed, and the management phase of
    asset X had begun.   At the time of trial, $600,000 of the $2.4
    million in capital committed to asset X by the husband had yet
    to be funded; because asset X was still in the management phase
    at that time, the judge found that the husband's interest in
    asset X was "illiquid."   According to the husband, his
    commitment obligation to asset X would continue to be
    6
    outstanding until December 2019.4   Based on the husband's
    financial statement admitted at trial, the husband's general
    partnership interest in asset X was approximately $8.1 million
    (or forty percent of the firm's entire share).   The judge found
    credible the husband's testimony that he could not at the time
    of trial predict the circumstances of any future sale of asset
    X, including any profits or losses therefrom.
    By stipulation of the parties, in October 2013, a guardian
    ad litem (reporting GAL) was appointed to investigate, evaluate,
    and report (with recommendations) to the judge issues relating
    to the care, custody, and parenting plan for the children.     A
    second GAL (consulting GAL) was appointed for the purpose of
    investigating and consulting with the reporting GAL.5   The two
    GALs filed with the judge a joint report dated December 18,
    2014; however, only the reporting GAL authored the
    recommendations section of that report.
    In her findings of fact, the judge concluded, after hearing
    the trial testimony of the reporting GAL and the wife's expert,
    that both GALs had failed in their investigations to comply with
    mandated GAL standards, and had acted outside of their roles as
    4 However, if both one-year extensions were exercised then
    his commitment to asset X would end December 2021.
    5 The parties also stipulated to the appointment of a
    separate GAL for the purpose of asserting or waiving the
    children's psychotherapist-patient privilege.
    7
    objective evaluators.   As a result, the judge concluded that the
    GALs' conduct undermined any perception of impartiality and
    created the impression that they were biased in favor of the
    husband –- which had a detrimental impact on the children.     In
    addition, according to the expert testimony, the GAL report
    omitted certain information gathered from interviews with the
    family and various others, and sometimes misconstrued statements
    by collateral witnesses interviewed during their respective
    investigations.6
    After fifteen days of trial, the judge found that the wife
    had been the primary caretaker of the children during the
    marriage and that she had lost economic opportunities during the
    two decades she was a stay-at-home parent.   The judge declined
    to adopt the reporting GAL's recommendations (due to both GALs'
    questionable impartiality); found that "the presumption against
    awarding [w]ife shared legal and physical custody ha[d] been
    6 For example, all three children claimed that the husband
    was abusive to them during the time of the parties' separation -
    - prior to trial while they were in his sole custody; the
    reporting GAL dismissed these allegations. Instead, he
    concluded that the children's statements were about trivial
    incidents that were uncorroborated. The judge acknowledged
    explicitly the trial testimony of the mother's expert that it
    was absolutely essential that the children's statements be
    accurately recorded, and accurately reflected, in the GAL
    report.
    8
    rebutted;"7 and found that the wife was in need of support, due
    to her absence from the workforce for nearly two decades and a
    diagnosed medical condition.   The judgment of divorce nisi that
    issued, relevant here, (1) awarded the parties joint legal and
    physical custody of the children, and granted the wife final
    decision-making authority with regard to the children's medical
    care, due to the parties' inability to work collaboratively in
    those matters in the children's best interests; (2) ordered the
    husband to pay to the wife general term alimony in the amount of
    $60,000 each month (representing thirty-four percent of his
    gross income) until September 1, 2027; and (3) awarded the wife
    7 The judge found that the "knife incident constitute[d] a
    'serious incident of abuse' in that [w]ife's behavior that
    evening placed [h]usband in 'reasonable fear of imminent serious
    bodily injury.'" Nonetheless, she concluded that the statutory
    presumption that it was not in the children's best interest to
    be placed in the custody of the parent who had committed the
    serious abuse had been rebutted. See G. L. c. 208, § 31A. She
    concluded, "There is no dispute that [the two minor children]
    are intelligent, mature and capable of articulating their wishes
    and desires. Both . . . have clearly and consistently expressed
    that they would prefer to reside primarily with [w]ife. There
    was ample evidence presented at trial that the limitations
    placed on [w]ife's relationship with the children has had a
    negative impact on each member of [this] family. . . . [Based
    on their ages, the two minor children's] preferences should be
    given significant weight. The children have also been thriving
    while residing primarily with [h]usband, and the [c]ourt finds
    no reason to limit his contact with them going forward. Due to
    the children's full and active lifestyles, the [c]ourt finds
    that a flexible, non-rigid parenting schedule is appropriate for
    [this] family. Enabling the children to enjoy liberal parenting
    time with both [p]arties within the parameters of the children's
    respective schedules is of paramount concern."
    9
    fifty percent of all distributions received by the husband
    derived from his interests in asset X.    The husband appealed.
    Discussion.   1.   Wife's need for alimony.   The husband
    first argues that the judge erred when she calculated the amount
    of his alimony obligation.    For support, he cites the Alimony
    Reform Act of 2011 (act), St. 2011, c. 124, which provides, in
    pertinent part, "[e]xcept for reimbursement alimony or
    circumstances warranting deviation for other forms of alimony,
    the amount of alimony should generally not exceed the
    recipient's need or 30 to 35 per cent of the difference between
    the parties' gross incomes established at the time of the order
    being issued" (emphasis added).   G. L. c. 208, § 53 (b).     The
    husband's argument focuses particularly on the word "or," which,
    he contends, "is critical."   In his view, the award must satisfy
    both criteria.   And, he argues, the wife does not need the
    amount of alimony that the judge ordered him to pay.     As to that
    second portion of his argument, we are not persuaded.
    The act did not change the fundamental purpose of alimony,
    which "is to provide for postdivorce economic support of a
    spouse who was financially dependent during the marriage."
    Hassey v. Hassey, 
    85 Mass. App. Ct. 518
    , 524 (2014), citing
    Gottsegen v. Gottsegen, 
    397 Mass. 617
    , 623 (1986).     "[W]here the
    supporting spouse has the ability to pay, 'the recipient
    spouse's need for support is generally the amount needed to
    10
    allow that spouse to maintain the lifestyle he or she enjoyed
    prior to termination of the marriage'" (emphasis added).       Young
    v. Young, 
    478 Mass. 1
    , 6 (2017), quoting Pierce v. Pierce, 
    455 Mass. 286
    , 296 (2009).   In determining the amount and duration
    of an alimony award, the judge must consider certain statutory
    factors, "and such other factors as the court considers relevant
    and material."   G. L. c. 208, § 53 (a).    Although the act
    created express guidelines to aid judges in fashioning alimony
    awards, "it [did] not alter the principle that the central issue
    relevant to a financial award is the dependent spouse's 'need
    for support and maintenance in relationship to the respective
    financial circumstances of the parties.'"    Hassey, supra at 524-
    525, quoting Partridge v. Partridge, 
    14 Mass. App. Ct. 918
    , 919
    (1982).
    We look to our cases establishing a child support order in
    higher income cases for some guidance in determining a spouse's
    need for alimony in a case where a party earns a substantial
    income.   That is, we have held that "consistent with principles
    underlying the [Massachusetts Child Support Guidelines
    (guidelines)], children's needs are to be defined, at least in
    part, by their parents' standard of living and that children are
    entitled to participate in the noncustodial parent's higher
    standard of living when available resources permit."     Brooks v.
    Piela, 
    61 Mass. App. Ct. 731
    , 737 (2004).    If there exists a
    11
    "material disparity in the standard of living in the respective
    parents' households," the ordered child support should, in
    furtherance of the principles of the guidelines, "provide the
    standard of living the child would have enjoyed had the family
    been intact."    Smith v. Edelman, 
    68 Mass. App. Ct. 549
    , 554
    (2007), quoting 
    Brooks, supra
    (modification of child support
    denied as noncustodial parent's increased income postdivorce did
    "not result[] in a material disparity in the parties' respective
    lifestyles").
    So, too, in calculating alimony, it is appropriate to view
    the need of a recipient spouse in light of the affluence of the
    family as a whole, keeping in mind the ability of the other
    spouse to pay.   See C.D.L. v. M.M.L., 
    72 Mass. App. Ct. 146
    , 159
    (2008) ("An award of alimony may be appropriate, even if the
    receiving spouse can generate income from the estate awarded her
    by the divorce, because '[m]any considerations shape the
    structure of an award.'    Johnston v. Johnston, 
    38 Mass. App. Ct. 531
    , 537 [1995]").    Cf. Zeh v. Zeh, 
    35 Mass. App. Ct. 260
    , 267
    (1993) ("The fact that the judgment provisions may meet the
    wife's basic needs does not preclude assessment of the fairness
    of the division of the assets of this long-term marriage, given
    both the apparent failure to weigh the effect of the wife's
    contribution as a homemaker and the size of the marital estate,
    as enhanced by the husband's inheritance from his father");
    12
    Rosenberg v. Rosenberg, 
    33 Mass. App. Ct. 903
    , 904 (1992) ("When
    the entire marital estate is as large as it is in this case
    . . . , need, even as related to station in life, recedes as a
    consideration").
    It is apparent from the judge's findings in this case that
    she carefully addressed each of the considerations outlined in
    § 53 and concluded that the wife had a "significant" need for
    support from the husband in order to maintain the "upper-middle
    class to upper-class lifestyle" enjoyed by the parties during
    the marriage.   See Zaleski v. Zaleski, 
    469 Mass. 230
    , 236 (2014)
    ("we examine a judge's findings to determine whether the judge
    considered all the relevant factors under G. L. c. 208,
    § 53 [a]").   The judge acknowledged that the wife had a college
    degree, but she properly took into account the fact that the
    wife had been out of the workforce for almost two decades, and
    also that she was not in the best of health.   The judge further
    considered, among other factors, the wife's noneconomic
    contributions to the marriage, as well as the economic
    opportunities she had lost due to the parties' agreement that
    she would stay at home to parent their children.   See G. L.
    c. 208, § 53 (a).   As a result, given the husband's substantial
    ability to pay, and the wife's limited income and stated need
    for support, the judge permissibly determined that the wife
    needed the alimony in order "to maintain the lifestyle she
    13
    enjoyed prior to the termination of the marriage."    
    Young, 478 Mass. at 7
    .   By contrast, an award on these facts that focused
    on need for bare necessities alone would have produced a
    material disparity in the parties' postdivorce lifestyles.
    It is true, as the husband argues, that the judge
    criticized the wife's statement of financial need.8   Further, the
    judge noted that it was "incumbent upon [the w]ife to adjust her
    expectations following the divorce to reflect the reality of one
    income being shared between two households."   However, the judge
    also noted that, during the marriage, the wife earned no income,
    and that, at the time of trial, her income derived exclusively
    from temporary support paid by the husband ($6,976.74 weekly).
    For this reason, she concluded that the wife had "no ability to
    maintain the marital lifestyle without continued support from
    [the h]usband."
    As noted, a dependent spouse's "need" for postdivorce
    support is but one of the many factors to be considered by the
    judge in fashioning an alimony order.   G. L. c. 208, § 53 (b).
    Here, although the judge was unable to determine the wife's
    "true need" based on her financial statement, given the
    discretion afforded by the act, it was permissible for her
    8 Specifically, the judge found that the wife's failure to
    complete her financial statement appropriately made it
    "impossible for the [c]ourt to precisely determine her true need
    as of the time of trial."
    14
    instead (or in addition) to consider the various mandatory and
    discretionary factors as prescribed by § 53 (a) to fashion an
    alimony award that would be appropriate in providing the wife
    the means to maintain the marital lifestyle.     This is precisely
    what the judge did here, and in so doing, "the judge quite
    clearly and directly considered the alimony calculation in
    relationship to the respective financial circumstances of the
    parties."    
    C.D.L., 72 Mass. App. Ct. at 159
    .   The alimony award
    was neither "plainly wrong" nor "excessive."     
    Zaleski, 469 Mass. at 236
    , quoting Heins v. Ledis, 
    422 Mass. 477
    , 481 (1996).
    Ordering an alimony amount that constituted thirty-four percent
    of the disparity between the parties' determined gross incomes
    was well within her broad discretion.    See G. L. c. 208,
    § 53 (b).    See also 
    Young, 478 Mass. at 5-6
    ; J.S. v. C.C., 
    454 Mass. 652
    , 660 (2009) (support awards reviewed for abuse of
    discretion).
    2.      Duration of husband's alimony obligation.   The husband
    next argues that the judge erred when she failed to credit him,
    as the parties had agreed, with the payment of temporary support
    for the thirty-seven months preceding trial.     We agree this was
    error.
    "While Probate and Family Court judges enjoy considerable
    discretion, that discretion does not extend to vitiating a
    contract that was negotiated at arm's length and entered into
    15
    freely and voluntarily" by the divorcing parties.   DeMarco v.
    DeMarco, 
    89 Mass. App. Ct. 618
    , 623-624 (2016) (enforcing
    provisions of parties' surviving settlement agreement pertaining
    to alimony).   It is "important to respect the parties' 'freedom
    to contract' and that such agreements may serve a 'useful
    function' in permitting the parties to arrange their financial
    affairs 'as they best see fit.'"   Ansin v. Craven-Ansin, 
    457 Mass. 283
    , 288-289 (2010), quoting DeMatteo v. DeMatteo, 
    436 Mass. 18
    , 30 (2002) (enforcing contracted terms from postnuptial
    agreement).
    On February 20, 2014, the parties entered into a
    stipulation that later entered as a temporary order.     Relevant
    here, one of the agreed-upon terms in the stipulation provided
    that "[c]ommencing on March 1, 2014 and on the first day of each
    month hereafter, the [h]usband shall pay $30,000 monthly as
    [t]emporary [s]upport to the [w]ife.   Said payments shall be
    characterized as alimony and shall continue until further order
    of the [c]ourt . . . and shall be credited against the
    applicable durational limit of the [act]."
    As part of the May 23, 2017 divorce judgment, the judge
    ordered the husband to pay general term alimony for 123 months
    (based on 175 months of marriage, see note 
    2, supra
    ), to
    terminate on September 1, 2027; this order ignored the parties'
    agreement to include the temporary support payments in the
    16
    durational calculation.   See G. L. c. 208, § 49 (b) (3).    The
    judge reasoned that the Supreme Judicial Court's holding in
    Holmes v. Holmes, 
    467 Mass. 653
    , 660 (2014), made it clear that
    "durational limits set forth in G. L. c. 208, § 49[,] appl[ied]
    to general term alimony awards only and [did] not apply to
    temporary alimony awards."9    For that reason, given the Holmes
    court's conclusion that the Legislature's intent was not to
    include in "the maximum presumptive duration of 'general term
    alimony,' . . . the time period where temporary alimony was
    paid," 
    Holmes, supra
    , the judge here concluded that she was
    "bound by the ruling in Holmes when setting the duration of any
    general term alimony award."
    We conclude, however, that the procedural history in Holmes
    is distinguishable from what occurred here.    In 2006, when the
    Holmes parties agreed that there would be temporary alimony, the
    act had not been enacted.10    
    Holmes, 467 Mass. at 654
    .   As a
    9 On April 2, 2014, the Supreme Judicial court decided
    Holmes, holding that, in that case, the husband's payment of
    temporary alimony did not afford him a credit against the
    maximum presumptive duration of general term alimony ordered in
    the judgment of divorce nisi. 
    Holmes, 467 Mass. at 659-660
    .
    Eight days later, the wife in the present case filed a motion to
    modify the provision of the temporary order that had
    incorporated the 2014 stipulation, requesting that the duration
    of the husband's temporary support payments be excluded from the
    duration of general term alimony; that motion was denied.
    10The act was passed in 2011 and went into effect on March
    1, 2012. See St. 2011, c. 124, § 7.
    17
    result, the parties there had no reason to address the language
    of the act or to attempt to counter its effects by agreeing to
    any sort of credit to the husband's future general term alimony
    obligation for his pretrial alimony payments.     See 
    id. at 655.
    See also G. L. c. 208, § 49 (b).      Both the stipulation and the
    divorce judgment in Holmes provided for the alimony payments to
    continue "until the death of the husband or the wife, or the
    wife's remarriage."   
    Id. at 654.11
       In contrast here, the parties
    specifically had agreed that the husband would earn credit
    toward the durational alimony limits prescribed by the act for
    any pretrial support payments made to the wife.     Because neither
    party challenges the validity of the agreement contained in the
    2014 stipulation (and subsequent court order), the contracted
    terms are enforceable.   Compare 
    Ansin, 457 Mass. at 291
    (minimum
    11 In the Holmes case, "[a]fter the effective date of the
    . . . act, the judge issued a modified judgment . . . [and]
    modified the duration of alimony, ordering that the husband's
    payment obligation continue until the death of either party, the
    wife's remarriage, the husband's attainment of full social
    security retirement age, or October 7, 2020, whichever came
    first. In setting the termination date, the judge calculated
    the length of the marriage (fifteen years and seven days) and
    the maximum presumptive duration of general term alimony under
    the . . . act for a marriage of this length (twelve years), and
    ordered alimony to continue, subject to other contingencies, for
    the maximum presumptive duration. The judge did not subtract
    the time period in which temporary alimony was paid (two years,
    three months, and twenty-five days) from her calculation of the
    maximum presumptive duration of general term alimony." 
    Holmes, 467 Mass. at 655
    .
    18
    criteria showing marital agreement made with consent of parties
    and not under duress).
    The long-standing policy of allowing divorcing parties to
    enter into agreements that "may secure with finality the
    parties' respective rights and obligations concerning the
    division of marital assets, among other things," remains
    unchanged under the act (citation omitted).      DeMarco, 89 Mass.
    App. Ct. at 623.    See St. 2011, c. 124, § 4 (c) ("Under no
    circumstances shall said sections 48 to 55, inclusive, of said
    chapter 208 provide a right to seek or receive modification of
    an existing alimony judgment in which the parties have agreed
    that their alimony judgment is not modifiable, or in which the
    parties have expressed their intention that their agreed alimony
    provisions survive the judgment and therefore are not
    modifiable").    As a result, the reasoning in Holmes does not
    apply to this case, and the contracted terms of the 2014
    stipulation are enforceable.     The husband must be credited with
    thirty-seven months toward the durational limit of the general
    term alimony award.
    3.      Property division.   The husband further contends that
    the judge erred when she equated his interest in asset X to
    stock options, and therefore when she divided equally with the
    wife that interest on an "if, as, and when" received basis.      We
    disagree.
    19
    Under G. L. c. 208, § 34, a judge has broad discretion to
    divide the marital property equitably.     Brower v. Brower, 
    61 Mass. App. Ct. 216
    , 221 (2004).    "According [this] broad
    discretion to the judge's division of property pursuant to the
    § 34 factors 'is necessary in order that the courts can handle
    the myriad of different fact situations which surround divorces
    and arrive at a fair financial settlement in each case.'"          Adams
    v. Adams, 
    459 Mass. 361
    , 371 (2011), quoting Rice v. Rice, 
    372 Mass. 398
    , 401 (1977).    If the judge's conclusions are "apparent
    and flow rationally" from the record, we must uphold the
    division.     Williams v. Massa, 
    431 Mass. 619
    , 631 (2000).    "A
    judgment may be vacated only where the award is plainly wrong
    and excessive."    
    Id. The husband
    does not dispute that his interest in asset X
    is a marital asset subject to distribution under § 34.        He
    challenges the judge's equal division of all distributions, when
    received, because, he claims, at the time of divorce there was
    an "agreed-upon, ascertainable, value" of the husband's
    interest.12    However, the judge found that the husband's interest
    in asset X, which was in the management phase at the time of
    12The judge declined to permit the husband to "buy out" the
    wife's share of the estimated value of asset X after the judge
    determined that the husband's financial statement did not
    support his claim that he was financially capable of doing so at
    the time of trial.
    20
    trial, was illiquid.   In addition, at that time, less than
    seventy percent of the committed investment funds had been
    "called," and seven of the ten companies comprising the initial
    investment remained in the account; asset X was not due to close
    until December 2019, or December 2021 if the potential
    extensions were exercised.    As the judge found, the husband's
    interest in asset X was tied inextricably to the portfolio
    companies within that account.    Because, as the husband
    testified at trial, there was no way to predict the
    circumstances of any future sale of those companies, the timing
    of any sale of those companies, or the profits or losses
    resulting therefrom, the husband's interest in asset X could not
    be determined until the various sales of the companies held by
    the account were completed.   See Haskell v. Versyss Liquidating
    Trust, 
    75 Mass. App. Ct. 120
    , 125 (2009) ("As valuation is a
    question of fact, the judge's determination of value will stand,
    unless clearly erroneous").
    We discern no error in the judge's determination that the
    value of asset X was not ascertainable at the time of trial.
    See 
    Adams, 459 Mass. at 376
    , quoting Baccanti v. Morton, 
    434 Mass. 787
    , 796 (2001) ("we are unwilling to deny one spouse, who
    contributed to the acquisition or appreciation of property
    during the marital enterprise, the right to share in what may be
    the most valuable asset between the spouses on the basis of the
    21
    uncertainty or future contingencies bound up in that asset"
    [quotations omitted]).   See also Canisius v. Morgenstern, 
    87 Mass. App. Ct. 759
    , 765 (2015), quoting Adams, supra at 379 n.14
    ("where a present valuation of [an asset] is uncertain or
    impractical, the better practice is to order that any future
    recovery or payment be divided, if and when received, according
    to a formula fixed in the property assignment").
    4.   Custody of the children.   The husband finally argues
    that an award of joint legal custody of the children was error
    based on "overwhelming" evidence that the wife was unable to
    communicate effectively with the husband as to issues relating
    to the children.   He also claims that the custody award was
    "entirely at odds" with the GALs' findings.
    In deciding the issues of custody and parenting time, the
    best interests of the children are paramount.    See G. L. c. 208,
    § 31.   "The determination of which parent will promote a child's
    best interests rests within the discretion of the judge."
    Custody of Kali, 
    439 Mass. 834
    , 845 (2003), quoting Rosenberg v.
    Merida, 
    428 Mass. 182
    , 191 (1998).    "[A] judge may consider any
    factors found pertinent to those interests in the circumstances
    of the dispute."   Custody of Zia, 
    50 Mass. App. Ct. 237
    , 243
    (2000).   "The judge's findings in a custody case 'must stand
    unless they are plainly wrong,' or 'clearly erroneous'"
    22
    (citations omitted).    Loebel v. Loebel, 
    77 Mass. App. Ct. 740
    ,
    747 (2010).
    Here, the judge acknowledged that, historically, the
    parties had had difficulty prioritizing the children's needs
    above their own, but she also found that, eventually, they were
    able to work out a flexible parenting plan.    The judge also
    found disingenuous the husband's accusation that the wife
    refused to communicate with him regarding the children in light
    of his abuse prevention order and the later no contact order.
    Finally, the recommendations in the GAL report, that the husband
    have sole legal and physical custody of the minor children, were
    permissibly rejected based on the judge's findings of
    "troubling" conduct by the GALs in acting "outside of their
    prescribed roles."
    While a judge may consider a GAL's recommendations, the
    judge is required, as she did here, to draw her own conclusions
    in deciding the case.    See Sagar v. Sagar, 
    57 Mass. App. Ct. 71
    ,
    79 (2003).    In particular, the judge found that, during the
    marriage, the wife was the primary care provider for the
    children, and that at the time of trial both of the minor
    children wanted to live with her.13   Both children had
    13The judge also found troubling the husband's apparent
    reason for involuntarily admitting the eldest child to a
    psychiatric hospital; he alleged she was "out of control" and
    23
    significant health issues, and when she was caring for them, the
    wife diligently had employed both homeopathic and western
    medicine options in providing for the children's health and
    wellbeing.   Both children had significant food allergies and
    sensitivities that the wife consistently took steps to mitigate
    and to prevent allergic reactions.14   In addition, the judge
    found credible the wife's testimony that the husband was
    disinterested in learning how to use the "Epi Pen" prescribed
    for the children due to their extensive food allergies.     After
    careful review, we discern no error in the award of joint legal
    custody, with final decision-making authority granted to the
    wife for the children's medical needs.
    Conclusion.   So much of the judgment of divorce nisi, as
    supplemented by the first and second supplemental judgments of
    divorce dated November 15, 2017, as pertains to the duration of
    the husband's alimony obligation is vacated, and the matter is
    remanded for the entry of an amended judgment reflecting a
    reduction in the duration of the husband's alimony obligation by
    "out of touch[] with reality" because she wanted to live with
    the wife.
    14Among other steps, the wife taught the children how to
    read food labels and purchase food that would not trigger their
    allergies. She also prepared and maintained "Remedy Bag[s]"
    containing "homeopathic remedies, Epi Pens, an inhaler and
    traditional first aid[] items."
    24
    thirty-seven months.15   In all other respects, the judgment of
    divorce nisi, as supplemented by the first and second
    supplemental judgments of divorce dated November 15, 2017, is
    affirmed.16
    So ordered.
    15On remand, the judge may consider that the amount of
    temporary alimony, for which the husband received a credit for
    purposes of the durational limits, is approximately one-half of
    the amount of alimony the wife is receiving pursuant to the
    divorce judgment. We express no opinion whether the amount of
    alimony awarded after remand should or should not be adjusted as
    a result of our determination that the 2014 stipulation of the
    parties controlled.
    16The husband's request for appellate attorney's fees is
    denied; the wife's request for appellate attorney's fees and
    double costs is denied.
    

Document Info

Docket Number: AC 18-P-600

Filed Date: 3/17/2020

Precedential Status: Precedential

Modified Date: 4/17/2021