COURT OF APPEALS DECISION DATED AND FILED April 8, 2009 David
R. Schanker Clerk of Court of Appeals |
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This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. A party may file with the Supreme Court a petition to review an adverse decision by the Court of Appeals. See Wis. Stat. § 808.10 and Rule 809.62. |
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Appeal No. |
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STATE OF WISCONSIN |
IN COURT OF APPEALS |
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DISTRICT II |
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In re the marriage of: Joseph N. Francis,
Petitioner-Respondent, v. Maureen M. Francis,
Respondent-Appellant. |
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APPEAL
from an order of the circuit court for
Before
¶1 PER CURIAM. This is the third appeal arising from the parties’ 1997 divorce. Maureen M. Francis appeals an order reducing the amount and limiting the duration of post-divorce maintenance paid to her by her former husband, Joseph N. Francis. Sufficient evidence exists from which the circuit court reasonably could find a substantial change in the parties’ circumstances to justify the modification. We affirm.
¶2 The basic facts are undisputed. The 1997 divorce ended the parties’ nearly thirty-four-year marriage. At divorce, the court ordered Joseph to pay Maureen $1,666.66 per month for spousal support. Two years later, so as to capture the overtime component of Joseph’s income, the court modified the award to provide a floor of $1,666.66 or twenty-nine percent of his gross monthly income, whichever was greater. Joseph appealed; Maureen cross-appealed; this court affirmed. In 2004, Joseph moved for termination or modification of the support order. The circuit court found that Joseph’s retirement constituted a substantial change in circumstances. Although the court reduced his monthly support obligation to $575.00, Joseph appealed and this court affirmed.
¶3 In 2007, in a motion leading to this appeal, Joseph again asked the court to terminate his maintenance payments to Maureen. He contended that Maureen’s needs decreased because the mortgage on the home awarded to her in the divorce was satisfied and, having reached retirement age, she was eligible for full Social Security benefits although she continued to work. The circuit court found that each parties’ monthly income was higher than anticipated, constituting a substantial change in their financial circumstances. The court found that the area of “significant differential” was the $520 gap between their respective Social Security benefits: Joseph received approximately $1500 monthly Social Security benefits compared to Maureen’s $980. Accordingly, it reduced Joseph’s monthly maintenance obligation to Maureen to $260, which would equalize the parties’ Social Security income. The court also ordered that all maintenance payments terminate in fifteen months, at which time it felt Maureen would be in a position to be fully self-sufficient. Maureen appeals.
¶4 Maureen argues that the circuit court erroneously exercised
its discretion both in reducing the amount of maintenance and in limiting its
term. The decision to modify maintenance
rests within the sound discretion of the circuit court. Seidlitz v. Seidlitz, 217
¶5 To modify a maintenance award, the party seeking modification
must demonstrate a substantial change in circumstances. Rohde-Giovanni, 269
¶6 Maureen asserts that the $260 monthly maintenance award
reflects an erroneous exercise of discretion because the court failed to
consider the statutory factors it considered when making the initial
maintenance award. See Kenyon, 277
¶7 Maureen asserts that the court also failed to consider the
fairness and support objectives. See LaRocque v. LaRocque, 139
¶8 Maureen’s arguments do not persuade us. Taking the last first, the relevant
considerations in a maintenance modification proceeding are changes since the
most recent order, which here was in 2004.
See Kenyon, 277
¶9 As to its other findings regarding fairness and support, the circuit court found that the parties were awarded comparable “nest eggs” at divorce: Maureen was awarded the marital home, her two modest retirement accounts, half of Joseph’s pension and monthly maintenance. It also found that Joseph, now retired, lives off his retirement account and Social Security income; that the parties’ post-retirement situations never will be “roughly comparable” because Maureen used a “significant portion” of her share to repair and refurbish the homestead she was awarded; that she has satisfied her mortgage; that her expenses have diminished; and that she chooses to work to avoid drawing down her retirement savings. These findings are not clearly erroneous.
¶10 It is important to note that the same judge has presided over this matter from the beginning. His decision was informed by full knowledge of prior proceedings and the underlying rationale of “minimiz[ing] [Maureen’s] dependence upon [Joseph] in the long run.” Over the eleven years since their divorce, Joseph’s payments to Maureen gradually have been pared back. The court explained that equalizing the “significant differential” between the parties’ Social Security benefits and setting an endpoint to them would “afford[] [Maureen] a modest stipend to assist her as the weaning process is completed.”
¶11 The payment of maintenance is not to be viewed as a permanent
annuity. Vander Perren v. Vander Perren,
105
By the Court.—Order affirmed.
This opinion will not be published. See Wis. Stat. Rule 809.23(1)(b)5.