Schwarz v. Schwarz (In Re L.R.S.)

03/20/2018
DA 17-0503
Case Number: DA 17-0503
IN THE SUPREME COURT OF THE STATE OF MONTANA
2018 MT 48
IN RE THE PARENTING OF: L.R.S.
VICKI RAE SCHWARZ and QUENTIN
GOTFRIED SCHWARZ,
Petitioners and Appellees,
v.
AUSTIN SCHWARZ
Respondent and Appellee,
KRISTY BROCKWAY,
Respondent and Appellant.
APPEAL FROM: District Court of the Sixth Judicial District,
In and For the County of Park, Cause No. DR-16-101
Honorable Jon A. Oldenburg, Presiding Judge
COUNSEL OF RECORD:
For Appellant:
Karl Knuchel, Aaron Brann, Karl Knuchel, P.C., Livingston, Montana
For Appellees:
Jami Rebsom, Jami Rebsom Law Office, P.L.L.C., Livingston, Montana
Submitted on Briefs: February 14, 2018
Decided: March 20, 2018
Filed:
__________________________________________
Clerk
Justice Laurie McKinnon delivered the Opinion of the Court.
¶1 Kristy Brockway, mother of minor child L.R.S., appeals from an order of the Sixth
Judicial District Court, Park County, granting Vicki Rae Schwarz and Quentin Gotfried
Schwarz, L.R.S.’s paternal grandparents, visitation. We reverse and remand for further
proceedings.
¶2 We restate the issue on appeal as:
Absent a consideration of whether the minor child’s mother was fit, did the District
Court err in awarding visitation, pursuant to § 40-4-228, MCA, to the child’s
paternal grandparents over mother’s objection?
FACTUAL AND PROCEDURAL BACKGROUND
¶3 Kristy Brockway (Mother) and Austin Schwarz (Father) are L.R.S.’s parents.
Mother and Father divorced when L.R.S. was a baby, and as part of their dissolution
proceeding stipulated to a fifty-fifty parenting schedule. After the parties separated, Father
lived with his parents, Vicki and Quentin Schwarz (Grandparents), and, accordingly,
L.R.S. also lived with Grandparents during Father’s parenting time. Father’s brother,
Tristan Schwarz, lived with Grandparents as well. Both Father and Tristan struggled with
chemical dependency and addiction issues.
¶4 When Father’s dependency problems came to light, Mother and Grandparents
became concerned with Father’s ability to parent L.R.S. Eventually, Father began an
out-of-state inpatient treatment program and the District Court ordered that any contact
between Father and L.R.S. needed to be approved by L.R.S.’s counselor. Grandparents
remained close with L.R.S. and worked with Mother to facilitate visitation. The parties’
relationship became strained, however. Mother did not want Tristan around L.R.S. and
2
further requested that Grandparents not discuss Father with L.R.S. Instead, she requested
that Grandparents redirect any of L.R.S.’s questions about Father back to her. Mother
observed that her instructions were not being followed, as L.R.S. had contact with Tristan
and Grandparents discussed Father with L.R.S. Thus, Mother was no longer comfortable
with L.R.S.’s contact with Grandparents and stopped allowing visitation.
¶5 Grandparents subsequently filed a petition in District Court, seeking visitation with
L.R.S. After a hearing, the District Court issued an order awarding Grandparents visitation
pursuant to § 40-4-228(3), MCA, finding that visitation with Grandparents was in L.R.S.’s
best interests as analyzed under § 40-4-212, MCA. Mother appeals that order.
STANDARD OF REVIEW
¶6 We review a district court’s interpretation and application of statutes for correctness.
Polasek v. Omura, 2006 MT 103, ¶ 8, 332 Mont. 157, 136 P.3d 519.
DISCUSSION
¶7 Mother appeals the District Court’s order awarding Grandparents visitation. She
contends that the District Court misapplied Montana law by failing to determine her fitness
as a parent before granting Grandparents visitation. Grandparents respond, arguing that
the District Court did not have to determine whether Mother was a fit parent because they
stipulated to the fact that she was. Thus, they contend that the District Court acted
appropriately in granting them grandparent visitation with L.R.S.
¶8 Natural parents have “a fundamental constitutional right to make decisions
concerning the care, custody, and control of their children.” Polasek, ¶¶ 14-15 (quoting
Troxel v. Granville, 530 U.S. 57, 66, 120 S. Ct. 2054, 2060 (2000)) (internal quotations
3
omitted); accord Glueckert v. Glueckert, 2015 MT 107, ¶ 11, 378 Mont. 507, 347 P.3d
1216; In re C.T.C., 2014 MT 306, ¶ 18, 377 Mont. 106, 339 P.3d 54. Thus, it is presumed
that “a fit parent’s wishes are in the best interests of the child.” In re C.T.C., ¶ 14 (citing
Polasek, ¶ 15, and In re Grandparent/Grandchild Contact of C.A.G., 2014 MT 290, ¶¶ 12,
14, 376 Mont. 540, 337 P.3d 751). Given parents’ constitutional rights to make decisions
concerning the care, custody, and control of their children, courts must follow specific
statutory guidelines when granting a nonparent’s visitation request over a parent’s
objection. Snyder v. Spaulding, 2010 MT 151, ¶¶ 10-18, 357 Mont. 34, 235 P.3d 578
(explaining how, following our analysis in Polasek, the Legislature amended § 40-9-102,
MCA, to better protect parents’ constitutional rights).
¶9 There are multiple statutes regarding nonparent visitation requests and the
petitioner’s relationship with the child dictates which statute applies. On one hand, a
“nonparent” may seek visitation with a child under § 40-4-228, MCA. On the other hand,
and more specifically, a “grandparent” may seek visitation with a child under § 40-9-102,
MCA. Under the rules of statutory interpretation as set forth in § 1-2-102, MCA, courts
must apply the more specific provision, § 40-9-102, MCA, to a grandparent’s visitation
request. Accordingly, the District Court erred when it applied § 40-4-228, MCA, to grant
Grandparents’ visitation request.
¶10 Further, the District Court’s order failed to give Mother’s constitutional right as
L.R.S.’s parent proper credence. Normal parenting plan standards do not apply to a
grandparent’s request for contact with his or her grandchild. Snyder, ¶¶ 10, 17-18. When
a grandparent petitions for visitation over a parent’s objection, a court must first “make a
4
determination as to whether the objecting parent is a fit parent.” Section 40-9-102(2),
MCA; accord Polasek, ¶ 15. Fitness is “determined on the basis of whether the parent
adequately cares for the parent’s child.” Section 40-9-102(2), MCA. If a fit parent objects
to grandparent contact, the court can grant contact only if it finds, “based upon clear and
convincing evidence, that the contact with the grandparent would be in the best interest of
the child and that the presumption in favor of the parent’s wishes has been rebutted.”
Section 40-9-102(4), MCA; accord Polasek, ¶ 15; In re C.A.G., ¶ 12.
¶11 Grandparents argue that they stipulated to Mother’s fitness by not disputing that she
was a fit parent, and therefore the District Court’s order is sufficient. However, the record
does not contain specific evidence of any such stipulation by Grandparents as to Mother’s
fitness; not disputing Mother’s fitness is not the same as stipulating to her fitness. Even if
the parties did stipulate that Mother was a fit parent, the District Court did not contemplate
Mother’s fitness in granting Grandparent’s visitation request, which is required by
§ 40-9-102(2), MCA. Furthermore, the District Court still needed to follow the guidelines
in § 40-9-102(4), MCA, for granting grandparent visitation. Accordingly, the District
Court could only grant Grandparents visitation with L.R.S. upon finding, based on clear
and convincing evidence, that contact with Grandparents was in L.R.S.’s best interests and
that the presumption in favor of Mother’s wishes was rebutted. See § 40-9-102(4), MCA.
The District Court’s findings, citing § 40-4-228(3), MCA, and applying § 40-4-212, MCA,
best interest factors, are not sufficient. The District Court erred in failing to apply the
correct statute and in failing to appropriately protect Mother’s constitutional right to parent
L.R.S. We therefore reverse and remand this case for further proceedings.
5
CONCLUSION
¶12 When considering whether grandparents are entitled to visitation over a parent’s
objection, courts must apply § 40-9-102, MCA. The District Court erred in applying
§ 40-4-228, MCA, to this case involving grandparent visitation, where § 40-9-102, MCA,
is the controlling statute. When determining whether to order grandparent visitation, the
court must “make a determination as to whether the objecting parent is a fit parent” based
on “whether the parent adequately cares for the” child. Section 40-9-102(2), MCA. Then,
visitation may only be granted over a fit parent’s objection if the court finds that “contact
with the grandparent would be in the best interest of the child and that the presumption in
favor of the parent’s wishes has been rebutted.” Section 40-9-102(4), MCA. In this case,
the District Court awarded Grandparents visitation without determining whether Mother
was a fit parent and, assuming fitness, without rebutting a presumption in favor of her
wishes. We reverse and remand for further proceedings consistent with this Opinion.
/S/ LAURIE McKINNON
We Concur:
/S/ MIKE McGRATH
/S/ DIRK M. SANDEFUR
/S/ JIM RICE
Justice Ingrid Gustafson, specially concurring.
¶13 While I concur with the majority that this matter should be reversed and remanded
to the District Court for consideration as to whether Grandparents should be provided
6
visitation pursuant to § 40-9-102, MCA, I do not necessarily agree the District Court “failed
to give Mother’s constitutional right as L.R.S.’s parent proper credence” as stated by the
majority.
¶14 It appears Grandparents did not assert Mother was unfit and, in fact, asserted at the
hearing they sought only visitation. The District Court noted “both sides in this matter
desire a set schedule, should the Court determine that visitation is in the best interests of
L.R.S.” Based on the parties’ positions at the hearing and the District Court’s Order on
Parenting Plan thereafter, the District Court impliedly found Mother to be fit. The District
Court then set forth several considerations in concluding visitation with Grandparents was
in L.R.S.’s best interests. While the District Court may very well have reached the same
conclusion with regard to grandparent-grandchild contact that it did, the District Court
erred in not articulating how the specific standard set forth in § 40-9-102(4), MCA, for
granting grandparent-grandchild contact was met. As such, I agree it is appropriate to
reverse and remand for specific consideration under § 40-9-102, MCA.
/S/ INGRID GUSTAFSON
7