MacWhorter and Skakel ( 2023 )


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  •                                 544
    This is a nonprecedential memorandum opinion
    pursuant to ORAP 10.30 and may not be cited
    except as provided in ORAP 10.30(1).
    Argued and submitted February 9, affirmed March 8, 2023
    In the Matter of the Marriage of
    Robert G. MacWHORTER,
    Petitioner-Appellant,
    and
    Susan G. SKAKEL,
    Respondent-Respondent.
    Jackson County Circuit Court
    17DR07609; A176069
    Charles G. Kochlacs, Judge.
    Garret Ramsey argued the cause for appellant. On the
    opening brief was Jamie L. Hazlett. On the reply brief were
    Keith Fischer and Jamie L. Hazlett.
    Ruth A. Casby argued the cause for respondent. Also on
    the brief were Janet M. Schroer and Hart Wagner LLP.
    Before Tookey, Presiding Judge, and Egan, Judge, and
    Kamins, Judge.
    TOOKEY, P. J.
    Affirmed.
    Nonprecedential Memo Op: 
    324 Or App 544
     (2023)            545
    TOOKEY, P. J.
    Husband appeals supplemental judgments denying
    husband’s motion to terminate spousal support and award-
    ing attorney fees to wife. Husband raises five assignments
    of error, challenging (1) the denial of his motion to compel
    production; (2) the denial of his motion to strike under ORCP
    21 E; (3) the denial of his motion to terminate spousal sup-
    port; (4) the decision to award wife attorney fees under ORS
    20.105; and (5) the amount of attorney fees. For the following
    reasons, we affirm.
    We decline husband’s request to review this case
    de novo, as it is not “exceptional.” See ORS 19.415(3)(b) (pro-
    viding that de novo review is discretionary in equitable
    actions); ORAP 5.40(8)(c) (providing that court will exercise
    discretion to review de novo “only in exceptional cases”).
    First Assignment of Error. Husband challenges the
    denial of his motion to compel production of two sets of
    documents: (1) any and all communications between wife
    and wife’s attorney from January 1, 2018, to present; and
    (2) any and all communications between wife’s current
    spouse, Hooten, and wife’s attorney from January 1, 2018, to
    present. Husband argues that the trial court erred in deter-
    mining that wife had not waived the attorney-client privi-
    lege as to the first set of documents, and further erred in
    disallowing production of the second set of documents on the
    basis that they are protected work product under ORCP 36.
    Wife responds that the requested documents are protected
    work product under ORCP 36 B, and that husband did not
    demonstrate a “substantial need” for those documents or an
    inability to obtain them without “undue hardship,” nor did
    he show that the denial of his motion substantially affected
    his rights. Viewing the record “in a manner consistent with
    the trial court’s ruling [and] accepting reasonable infer-
    ences that the trial court could have made,” Goldsborough
    v. Eagle Crest Partners, Ltd., 
    314 Or 336
    , 342, 
    838 P2d 1069
    (1992), we conclude that the trial court did not err in deter-
    mining that wife had not waived attorney-client privilege
    as to the first set of documents. Further, the trial court did
    not err in determining that the second set of documents was
    prepared in anticipation of litigation or abuse its discretion
    546                                MacWhorter and Skakel
    in disallowing discovery of those documents pursuant to
    ORCP 36 B. See Meyer v. Oregon Lottery, 
    292 Or App 647
    ,
    669, 426 P3d 89 (2018) (reviewing “a trial court’s decision
    regarding whether a party may obtain documents created
    in anticipation of litigation for abuse of discretion”).
    Second Assignment of Error. Husband argues that
    the trial court erred in denying his ORCP 21 E motion to
    strike several “inflammatory, prejudicial, and irrelevant”
    statements in a legal memorandum wife submitted below.
    Wife responds that an ORCP 21 E motion to strike applies
    only to pleadings, not legal memoranda, and that, in any
    event, any error did not substantially affect husband’s
    rights. We have reviewed the record, and we conclude that
    there was no abuse of discretion. See Ross and Ross, 
    240 Or App 435
    , 439, 246 P3d 1179 (2011) (reviewing allow-
    ance or denial of ORCP 21 E motion to strike for abuse of
    discretion).
    Third Assignment of Error. Husband next argues
    that the trial court erred in denying his “civil evidentiary
    motion” in which he asked the court to modify the stipulated
    judgment of dissolution by “terminating [husband’s] spousal
    support obligation to [wife].” Additionally, the parties dis-
    pute whether husband’s payments to wife constitute spousal
    support payments or a property division. We need not decide
    whether those payments are spousal support or a property
    division, because, in either case, we must affirm.
    Spousal support may be modified on a change of
    circumstances, ORS 107.135(1)(a), but a division of property
    may not. Pope and Pope, 
    301 Or 42
    , 45, 
    718 P2d 735
     (1986)
    (“Notwithstanding the full equity powers granted to a court
    in dissolution proceedings (ORS 107.405), there are statu-
    tory and caselaw restrictions upon the power of the court[,]”
    including that “property divisions of a decree are not sub-
    ject to modification.”); Horesky and Horesky, 
    30 Or App 941
    ,
    
    569 P2d 34
     (1977), rev den, 
    281 Or 1
     (1978). If the distinc-
    tion between support payments and property division is not
    clear, the court must determine whether the payments are
    support payments or a property division on the underly-
    ing facts of the case. See 
    id.
     The labels used by the parties
    are not dispositive. Schaffer v. Schaffer, 
    57 Or App 43
    , 48,
    Nonprecedential Memo Op: 
    324 Or App 544
     (2023)             547
    
    643 P2d 1300
     (1982). The controlling issue is “the nature
    and purpose of the award.” State ex rel Carrier v. Carrier,
    
    40 Or App 407
    , 411, 
    595 P2d 827
     (1979) (internal quotation
    marks omitted).
    Here, husband asserts that the “purpose of the
    [spousal support] award was to equalize incomes” and “to
    allow the parties to maintain a standard of living not dis-
    proportionate than that enjoyed during the marriage.” But,
    contrary to that assertion, the trial court determined that
    “[s]pousal support was not awarded based on disparity of
    income or lifestyle of the parties [but] was awarded in lieu
    of a portion of Husband’s FERS Retirement.” That determi-
    nation is supported by evidence in the record. See Harless
    and Harless, 
    276 Or App 49
    , 54, 366 P3d 402 (2016) (review-
    ing “the determination of the original purpose for which an
    award of spousal support was made” for “any evidence”).
    The stipulated judgment of dissolution provides, “In lieu of
    a portion of Husband’s FERS Retirement, Wife is awarded
    spousal support.” Thus, if the payments to wife were in lieu
    of an award of a portion of husband’s pension, it is not sub-
    ject to modification, Nelson and Nelson, 
    117 Or App 157
    , 160,
    
    843 P2d 507
     (1992) (“A spousal support award may preclude
    modification if it is in the nature of, or in lieu of a property
    award.”), and the trial court did not err in denying husband’s
    motion.
    If, on the other hand, husband’s payments to wife
    constituted spousal support rather than a property division,
    the trial court’s denial of husband’s motion was not in error.
    “Modification of a spousal support award is proper if (1) the
    original purpose of the award has been fulfilled, or (2) sub-
    sequent changes have substantially affected one party’s
    ability to pay or the other party’s need for support.” Minckler
    and Minckler, 
    306 Or App 414
    , 419, 474 P3d 425 (2020).
    Here, as noted above, the trial court determined
    that “[s]pousal support was not awarded based on disparity
    of income or lifestyle of the parties [but] was awarded in
    lieu of a portion of Husband’s FERS Retirement,” and hus-
    band does not persuasively develop an argument as to why
    the court erred in determining that “there is no evidence
    that the original purpose of the award has been fulfilled.”
    548                                 MacWhorter and Skakel
    Further, husband asserts that Hooten “pays [wife’s] utili-
    ties, takes her on vacations, and has paid wife’s attorney fees
    and mortgage payments throughout this litigation”; how-
    ever, husband does not demonstrate why, in light of those
    assertions and on this record, it was error for the trial court
    to conclude that, “while [wife] remarried and appears to be
    living comfortably, this is not a change of circumstances
    sufficient to terminate spousal support.” See Williams and
    Williams, 
    315 Or App 798
    , 803, 504 P3d 635 (2021) (“The
    burden of establishing a change of circumstances is on the
    party requesting the change.”). For those reasons—in addi-
    tion to those articulated above—we conclude that the trial
    court did not err in denying husband’s motion.
    Fourth Assignment of Error. Husband also argues
    that the trial court erred in awarding attorney fees and
    costs to wife pursuant to ORS 20.105 (providing for award of
    attorney fees “upon a finding by the court that the party will-
    fully disobeyed a court order or that there was no objectively
    reasonable basis for asserting the claim, defense or ground
    for appeal”), in the absence of an explicit finding that hus-
    band willfully disobeyed a court order or otherwise acted in
    bad faith. The difficulty with that argument is that the only
    plausible reading of the supplemental judgment awarding
    those fees is that the court made the necessary finding; in
    that judgment, the court explicitly cited to ORS 20.105 and
    explained that wife was entitled to fees and costs for having
    had to defend against husband’s motion to terminate spou-
    sal support. See Magno, LLC v. Bowden, 
    313 Or App 686
    ,
    690, 496 P3d 1049 (2021) (affirming fee award under ORS
    20.105 despite court’s order omitting “an explicit ‘finding’
    that plaintiff had no objectively reasonable basis for bring-
    ing his claim,” because “the only plausible reading of the
    order is that the court made the necessary finding” where
    order “expressly cited ORS 20.105” and “conclud[ed] that [the
    prevailing party] was entitled to those fees”). Consequently,
    we reject husband’s fourth assignment of error.
    Fifth Assignment of Error. Husband challenges
    the supplemental judgment’s award to wife of $63,859.64
    for costs, disbursements, and attorney fees, arguing that
    the amount of the award is “excessive compared to similar
    cases” and “unreasonably high.” Wife argues that, given the
    Nonprecedential Memo Op: 
    324 Or App 544
     (2023)            549
    factors to be considered under ORS 20.105 and ORS 20.075—
    and in light of “the length of this proceeding, the numerous
    motions and hearings, and the multi-day trial”—the award
    is reasonable. Having reviewed the relevant portions of the
    record, we see no basis for concluding that the trial court
    abused its discretion in setting the amount of the fee award.
    See Anderson v. Sullivan, 
    311 Or App 406
    , 410, 492 P3d 118,
    rev den, 
    368 Or 702
     (2021) (“[W]hether fees are reasonable
    is a factual determination that we review for abuse of dis-
    cretion.”); State ex rel Stewart v. City of Salem, 
    268 Or App 491
    , 497-98, 343 P3d 264, rev den, 
    357 Or 595
     (2015) (noting,
    with respect to fee award, that court’s “ ‘discretion’ embodies
    a range of permissible outcomes, so that, even in identical
    circumstances, different tribunals can, properly, reach dif-
    ferent results”).
    Affirmed.
    

Document Info

Docket Number: A176069

Judges: Tookey

Filed Date: 3/8/2023

Precedential Status: Non-Precedential

Modified Date: 10/10/2024