Montgomery, J. v. Montgomery, M. ( 2017 )


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  • J-A05003-17
    NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37
    JILLIAN M. MONTGOMERY                    :   IN THE SUPERIOR COURT OF
    :        PENNSYLVANIA
    Appellant             :
    :
    v.                          :
    :
    MICHAEL R. MONTGOMERY                    :
    :
    Appellee              :         No. 880 WDA 2016
    Appeal from the Order May 23, 2016
    In the Court of Common Pleas of Mercer County
    Domestic Relations at No(s): 00181 DR 2015
    BEFORE:    GANTMAN, P.J., BENDER, P.J.E., and MOULTON, J.
    MEMORANDUM BY GANTMAN, P.J.:                           FILED MAY 15, 2017
    Appellant, Jillian M. Montgomery (“Mother”), appeals from the order
    entered in the Mercer County Court of Common Pleas, which modified the
    child support obligations of Appellee, Michael R. Montgomery (“Father”). We
    vacate and remand for further proceedings.
    The relevant facts and procedural history of this case are as follows.
    The parties married in October 2005, and separated in April 2015.        They
    have two minor daughters together, born in July 2006 and June 2008,
    respectively. Relevant to this appeal, Mother is the contingent beneficiary of
    a spendthrift trust. Mother filed a complaint for spousal and child support on
    April 21, 2015. On May 18, 2015, Father filed a complaint for divorce and
    equitable distribution.   A Domestic Relations officer held an initial support
    conference on May 26, 2015.         Following the conference, the Domestic
    Relations officer issued a report and recommendation, which the court
    J-A05003-17
    adopted and entered as an interim support order on June 3, 2015,1 requiring
    Father to pay spousal and child support in the combined amount of
    $3,095.79/month ($1,675.81 spousal; $709.99 per child), plus arrears.2
    The order contained a “NOTICE OF RIGHT TO REQUEST A HEARING,”
    advising the parties they had until June 23, 2015 to request a de novo
    hearing before the trial court. Father timely requested a de novo hearing.
    On June 30, 2015, the court scheduled the de novo hearing for August
    5, 2015. Father filed a motion on July 21, 2015, for separate listing of the
    de novo hearing, alleging, inter alia, that Mother is the beneficiary of a
    sizeable trust, so there are complex issues with respect to Mother’s income.
    Father requested the matter to be listed separately for a two-hour hearing.
    The court granted Father’s request and rescheduled the de novo hearing for
    September 8, 2015.
    ____________________________________________
    1
    The June 3, 2015 support order is marked a “final” order. Nevertheless,
    under Pa.R.C.P. 1910.11(f), the order is considered an interim order. See
    Pa.R.C.P. 1910.11(f) (stating if agreement for support is not reached at
    conference, court shall enter interim order calculated in accordance with
    guidelines and substantially in form set forth in Rule 1910.27(e); each party
    shall be provided, either in person at time of conference or by mail, with
    copy of interim order and written notice that any party may, within twenty
    days after date of receipt or date of mailing of interim order, whichever
    occurs first, file written demand with domestic relations section for hearing
    before court).
    2
    The court modified its support order on June 5, 2015, to remove a credit
    that had incorrectly been issued to Father. The modification order altered
    the amount of arrears Father owed but did not alter his monthly support
    obligations.
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    The parties subsequently engaged in discovery and the de novo
    hearing was continued due to disputes which arose during that process,
    particularly pertaining to matters concerning the trust. The court held the
    de novo hearings on December 15-16, 2015.             Father testified at the
    hearings, inter alia, that he works for a mechanical contracting company
    called Power Piping, which installs piping and equipment for power plants,
    steel plants, and gas plants. The company hired Father at an annual salary
    of $150,000.00. On February 2, 2015, Father claimed his employer asked
    Father to take a pay reduction of approximately nine percent due to the
    company’s financial difficulties. Father accepted the pay reduction between
    February and August 2015, after which Father’s salary was reinstated to
    $150,000.00 annually. Father also enjoys certain employee perquisites such
    as a monthly car allowance, gas card, and cell phone bill payment. Father
    said his car allowance was terminated during the period of the pay
    reduction.
    Mother testified, inter alia, that she is primarily a homemaker.     She
    works part-time at Justice clothing store. Mother is also on the “call” list to
    be a substitute teacher’s aide; at the time of the December 2015 hearings,
    she had not been called to work.      Additionally, Mother operates a spray
    tanning business out of her home called “Color Me Caramel.” The business
    is seasonal and not profitable.    Mother explained she is one of several
    contingent beneficiaries of a spendthrift trust. Mother said she has no right
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    to distributions from the trust and any distributions from the trust are
    subject to the trustee’s sole discretion. Mother admitted she has requested
    distributions from the trust on several occasions, and the trustee granted
    each request.    Mother claimed she has received no distributions from the
    trust since January 2015. Mother insisted she signed a promissory note on
    January 15, 2015, obligating her to repay the trust $8,000.00. At the time
    of the December 2015 hearings, Mother had not made payment on the note.
    Mother conceded she did not execute promissory notes in the past to repay
    the trust prior to execution of the January 2015 note. Mother also stated
    her parents provide financial assistance when she needs extra money for the
    children.
    At the conclusion of the hearings, Mother’s counsel argued the court
    should calculate Father’s income at $150,000.00/year and take into account
    Father’s monthly car allowance, gas card, and cell phone payment in
    determining Father’s support obligation.   Mother said Father should claim
    one of the parties’ children as a dependent and file his taxes as “head of
    household.”     Mother insisted any trust distributions she received do not
    constitute “income” for purposes of support.
    Father said he would not dispute using $150,000.00/year as his
    income for purposes of calculating support.     Father suggested the court
    should not consider his vehicle and cell phone perquisites because his car
    requires a lot of maintenance as a result of his travel for work, so the car
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    allowance and gas card offset that burden. Father also said he uses his cell
    phone predominately for work so he should not be penalized for enjoying
    that perquisite.   Father contested Mother’s position regarding the trust
    distributions. Following argument from the parties, the court stated it would
    take the matter under advisement. Mother submitted a supporting brief in
    favor of excluding the trust distributions from the calculation of her income
    for purposes of support.
    The court issued a decision on December 21, 2015, concluding: (1)
    Father’s perquisites should be added to his income for purposes of
    calculating support; and (2) any distributions Mother received from the trust
    should not be included in Mother’s monthly income. The court remanded the
    matter to the Domestic Relations office for recalculation of Father’s support
    obligation consistent with the court’s decision. On December 24, 2015, the
    Domestic Relations office issued a report and recommendation, which the
    court adopted as a final court order that day, calculating Father’s combined
    spousal and child support obligation at $4,530.67/month ($2,694.35
    spousal; $918.16 per child), plus arrears. The Domestic Relations officer’s
    report and recommendation included Father’s car allowance in its calculation
    but inadvertently omitted Father’s other perquisites, such as his gas card
    and cell phone payment. The support order attached a “NOTICE OF RIGHT
    TO REQUEST A HEARING,” advising the parties they had until January 18,
    2016 to request a de novo hearing.      Father timely requested a de novo
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    hearing on January 15, 2016.
    On April 4, 2016, Mother filed a motion to strike or to limit issues for
    the de novo hearing and to request written positions.          Mother argued the
    parties already had one de novo hearing and were not entitled to a second
    one. Mother suggested the court could entertain written positions regarding
    any of Father’s alleged errors in the support calculation to the extent they
    were    inconsistent     with    the    court’s   December   21,   2015   decision.
    Alternatively, Mother claimed the court should limit the issues at the second
    de novo hearing to Father’s alleged errors in the support calculation but
    should preclude testimony on matters fully litigated at the December 2015
    de novo hearings, including Mother’s trust distributions and whether those
    distributions constituted income for purposes of support.          The court held
    argument on Mother’s motion to strike and denied the motion on April 4,
    2016. The court, however, stated from the bench that it would not hear any
    testimony/evidence concerning the trust distributions as income at the
    second de novo hearing.3
    The parties appeared for the second de novo hearing on April 26,
    2016. At the beginning of the hearing, the court reiterated that it would not
    hear any testimony/evidence concerning the trust distributions as income for
    ____________________________________________
    3
    No transcript from the argument on Mother’s motion to strike appears in
    the certified record. According to Father, the court denied Mother’s motion
    to strike based on Mercer County’s usual practice in holding subsequent de
    novo hearings in similar circumstances.
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    support purposes. Mother and Father each testified at the hearing. Anytime
    Father’s   counsel   sought   to   question   Mother   concerning    the   trust
    distributions, the court sustained an objection by Mother’s counsel. Mother
    testified, inter alia, she still works at Justice clothing store and had not yet
    worked as a substitute teacher’s aide.        Mother explained the children’s
    extracurricular activities had increased since the December 2015 hearings.
    Mother also said her parents still help her out with expenses for the children.
    Mother testified that her parents are paying her legal fees; and she signed a
    promissory note, obligating her to repay those expenses.
    Father testified, inter alia, he received a bonus in late December 2015
    in the amount of $2,900.00. Father also said he received a raise on January
    1, 2016. Father admitted he still enjoys the same perquisites discussed at
    the December 2015 hearings.        Following the hearing, the court asked the
    parties to submit written positions.
    In his written position statement, Father claimed, inter alia, the court
    should include Mother’s trust distributions when calculating her income for
    support purposes.     Father suggested that the court apply an upward
    deviation from the support guidelines when calculating Mother’s entitlement
    to support, based on her receipt of trust distributions and substantial “help”
    from her parents.     Father also contended the court misunderstood his
    statement at the initial de novo hearing that he did not dispute calculating
    his annual income at $150,000.00. Father insisted he meant that he did not
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    dispute using that figure going forward; Father did not want the court to use
    that figure to calculate his income during the periods in which he received a
    pay reduction.
    Mother claimed in her written position statement, inter alia, the court
    should uphold its December 2015 decision that Mother’s trust distributions
    do not constitute income for purposes of support. Mother also claimed the
    court should recalculate Father’s income, accounting for the bonus he
    received in December 2015 and the raise he received in January 2016.
    Mother further claimed the Domestic Relations officer inadvertently omitted
    Father’s gas card and cell phone perquisites in the December 24, 2015
    report and recommendation.
    On May 17, 2016, the court issued a decision reversing its earlier
    position regarding Mother’s trust distributions. Specifically, the court ruled
    that any distributions Mother received from the trust should be included as
    income for purposes of support calculations. The court indicated its decision
    applied only to the distributions made to Mother but not to the principal of
    the trust itself or any undistributed income. Nevertheless, the court rejected
    Father’s argument to apply an upward deviation for Mother based on the
    trust distributions.   The court incorporated by reference and reaffirmed all
    other aspects of its December 21, 2015 decision, and remanded the matter
    to the Domestic Relations office for recalculation of Father’s support
    obligation consistent with its decision.
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    Following recalculation, by order dated May 20, 2016 and entered May
    23, 2016, the court issued a new support order, computing Father’s
    combined support obligation at $4,148.74/month ($2,396.55 spousal;
    $876.10 for one child and $876.09 for the other child), plus arrears.      The
    support order imputed to Mother’s income $9,000.00 in trust distributions
    for 2015, but it failed to consider Father’s gas card or cell phone perquisites
    in its calculation. Mother filed a notice of appeal on June 17, 2016. On June
    27, 2016, the court ordered Mother to file a concise statement of errors
    complained of on appeal pursuant to Pa.R.A.P. 1925(b).          Mother timely
    complied on July 8, 2016.
    On October 30, 2016, Father filed an application to quash the appeal,
    contending Mother’s appeal from the portion of the order pertaining to
    spousal support was interlocutory where the underlying divorce action was
    still pending.   Mother filed an answer on November 2, 2016, alleging the
    order was immediately appealable because it was a combined spousal/child
    support order.     Even if the order pertaining to spousal support was
    interlocutory, Mother maintained the portion of the order pertaining to child
    support was immediately appealable.      On December 15, 2016, this Court
    issued a per curiam order that granted Father’s motion to quash the appeal
    as to those issues dealing with spousal support but denied the motion to
    quash with regard to child support issues. See Capuano v. Capuano, 
    823 A.2d 995
    (Pa.Super. 2003) (explaining that portion of trial court order
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    attributable to child support is immediately appealable; however, portion of
    order allocated to spousal support is interlocutory during pendency of
    divorce).
    Mother raises seven issues for our review:
    (1) WHETHER THE TRIAL COURT ERRED IN DETERMINING
    THAT ANY DISTRIBUTIONS OF INCOME OR PRINCIPAL
    FROM A TRUST TO MOTHER ARE TO BE INCLUDED IN
    MOTHER’S MONTHLY INCOME FOR SUPPORT PURPOSES,
    IN LIGHT OF THE FACT THAT MOTHER DOES NOT HAVE
    ANY ABSOLUTE RIGHT TO DISTRIBUTIONS NOR DOES SHE
    ACTUALLY RECEIVE REGULAR DISTRIBUTIONS.
    (2) WHETHER THE TRIAL COURT ERRED IN ADDING
    $9,000 OF DISTRIBUTIONS FROM A TRUST TO MOTHER’S
    INCOME FOR 2015 AS NO EVIDENCE WAS ENTERED IN
    EITHER THE DECEMBER 15 OR 16, 2015 DE NOVO
    HEARING NOR THE APRIL 26, 2016 (SECOND) DE NOVO
    HEARING REGARDING SAID DISTRIBUTIONS.
    (3) WHETHER THE TRIAL COURT ERRED IN FAILING TO
    ADD THE VALUE OF AT LEAST $1,525 IN UNDISPUTED
    PERQUISITES TO FATHER’S NET INCOME FOR SUPPORT
    PURPOSES?
    (4) WHETHER THE TRIAL COURT PROCEDURALLY ERRED
    IN PERMITTING A SECOND DE NOVO HEARING ON APRIL
    26, 2016 ON [MOTHER’S] ORIGINAL SUPPORT COMPLAINT
    FILED ON APRIL 2[1], 2015 WHEN THE DE NOVO HEARING
    ON THE SAME COMPLAINT HAD ALREADY BEEN HELD ON
    DECEMBER 15 AND 16, 2015.
    (5) WHETHER THE TRIAL COURT ERRED IN FAILING TO
    INCREASE FATHER’S INCOME AND, THEREFORE THE
    MONTHLY SUPPORT, WHERE MOTHER WAS ABLE TO
    PROVE FATHER RECEIVED A RAISE BETWEEN THE FIRST
    AND SECOND DE NOVO HEARINGS.
    (6) WHETHER THE TRIAL COURT ERRED IN CALCULATING
    FATHER’S INCOME USING A “SINGLE” TAX STATUS,
    WHERE MOTHER TESTIFIED THAT SHE TOOK ONLY ONE
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    CHILD DEPENDENCY EXEMPTION ON HER RETURN SO
    THAT FATHER COULD FILE AS “HEAD OF HOUSEHOLD”
    STATUS, AND WHERE MOTHER SUBMITTED HER TAX
    RETURN TO PROVE THIS FACT.
    (7) WHETHER THE TRIAL COURT ERRED IN FAILING TO
    ADD TO THE MONTHLY SUPPORT THE AMOUNT OF
    UNDISPUTED EXTRACURRICULAR ACTIVITIES FOR THE
    TWO CHILDREN PROVEN AT THE HEARING TO BE $84.69
    PER MONTH.
    (Mother’s Brief at 2-3).4
    Our standard of review over child support orders is as follows:
    When evaluating a support order, this Court may only
    reverse the trial court’s determination where the order
    cannot be sustained on any valid ground. We will not
    interfere with the broad discretion afforded the trial court
    absent an abuse of the discretion or insufficient evidence
    to sustain the support order. An abuse of discretion is not
    merely an error of judgment; if, in reaching a conclusion,
    the court overrides or misapplies the law, or the judgment
    exercised is shown by the record to be either manifestly
    unreasonable or the product of partiality, prejudice, bias or
    ____________________________________________
    4
    Regarding her fourth issue on appeal, Mother provides no authority that
    precludes a court from holding a second de novo hearing consistent with
    customary county practice. Likewise, Mother fails to cite any authority to
    support her claim that the court’s decision on the trust distributions in
    December 2015 constituted res judicata, which the court was prohibited
    from revisiting during the course of an ongoing support case. Mother’s
    failure to develop adequately her fourth issue on appeal with citation to
    relevant authorities constitutes waiver of this issue on appeal. See Irwin
    Union National Bank and Trust Company, 
    4 A.3d 1099
    (Pa.Super.
    2010), appeal denied, 
    610 Pa. 610
    , 
    20 A.3d 1212
    (2011) (explaining
    Superior Court will not act as counsel and will not develop arguments on
    behalf of appellant; when deficiencies in brief hinder our ability to conduct
    meaningful appellate review, we may deem certain issues waived); Lackner
    v. Glosser, 
    892 A.2d 21
    (Pa.Super 2006) (explaining arguments which are
    not appropriately developed with citation to relevant authority are waived on
    appeal).
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    ill will, discretion has been abused. In addition, we note
    that the duty to support one’s child is absolute, and the
    purpose of child support is to promote the child’s best
    interests.
    Kimock v. Jones, 
    47 A.3d 850
    , 854 (Pa.Super. 2012) (quoting Brickus v.
    Dent, 
    5 A.3d 1281
    , 1284 (Pa.Super. 2010)).
    For purposes of disposition, we initially consider Mother’s third, sixth
    and seventh issues together.       Mother argues she filed for “head of
    household” tax status, claiming one of the parties’ children and her child
    from a previous marriage as dependents.         Mother claims she left the
    dependency exemption for the parties’ other child for Father to use. Mother
    insists the court considered Father’s tax filing status as “single,” which
    overstated Father’s federal tax burden, where it should have considered
    Father as “head of household” due to the additional dependency exemption.
    Mother also complains the court failed to consider Father’s gas card and cell
    phone perquisites when calculating Father’s support obligation.        Mother
    highlights the court’s December 2015 decision, which stated all perquisites
    described in Mother’s trial aide No. 1 should be included in Father’s income;
    and her trial aide included the gas card and cell phone perquisites. Mother
    further contends she produced testimony/evidence at the April 2016 de novo
    hearing that the children’s extracurricular activities had increased since the
    December 2015 de novo hearings. Based on this increase, Mother submits
    the extracurricular activities total $84.69/month, to be allocated between
    the parties. Mother concludes this Court should remand for a recalculation
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    of support due to these errors. We agree that remand is necessary.
    Instantly, Father stipulates on appeal to a recalculation of support (a)
    for consideration of all of his employee perquisites (car allowance, gas card,
    and cell phone), (b) for consideration of his tax filing status as “head of
    household,” and (c) for allocation between the parties of the children’s
    extracurricular activities. (See Father’s Brief at 2-3, 17). Thus, we decline
    to analyze Mother’s third, sixth and seventh issues further and remand for
    recalculation of Father’s support obligation in light of Father’s stipulations.
    Turning to Mother’s remaining first, second, and fifth issues, Mother
    argues the court decided in December 2015 that Mother’s trust distributions
    should not be considered income for purposes of calculating support. Mother
    asserts the court inexplicitly reversed its position on the trust distributions
    following the second de novo hearing in April 2016, even though the court
    had ruled it would not re-litigate the trust issue at that hearing.       Mother
    complains the court’s May 2016 support order considered $9,000.00 in trust
    distributions as income for Mother in 2015, based on information submitted
    at the initial Domestic Relations conference on May 26, 2015; the documents
    itemizing trust distributions were not submitted as evidence at either of the
    de novo hearings. Mother highlights both parties receive financial assistance
    from family to meet expenses, so this factor should not weigh in favor of
    either party.   Mother also complains the court failed to consider, following
    the second de novo hearing, the testimony/evidence of Father’s bonus and
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    J-A05003-17
    raise since the initial de novo hearing.         Mother concludes the court lacked
    authority to reverse its position on the trust issue and failed to consider
    Father’s raise and bonus when determining support following the second de
    novo hearing, and this Court must reverse and remand for a new support
    calculation. We agree that relief is due.
    Pennsylvania Rule of Civil Procedure 1910.11 governs the relevant
    support proceedings in this case:
    Rule 1910.11    Office           Conference.        Subsequent
    Proceedings. Order
    (a)(1) The office conference shall be conducted by a
    conference officer.
    *     *      *
    (c)     At the conference, the parties shall furnish to the
    officer true copies of their most recent federal income tax
    returns, their pay stubs for the preceding six months,
    verification of child care expenses and proof of medical
    coverage which they may have or have available to them.
    In addition, they shall provide copies of their income and
    Expense Statements in the forms required by Rule
    1910.27(c), completed as set forth below.
    *     *      *
    (d)(1) The     conference    officer    shall make  a
    recommendation to the parties of an amount of support
    calculated in accordance with the guidelines.
    *     *      *
    (f)    If an agreement for support is not reached at the
    conference, the court, without hearing the parties, shall
    enter an interim order calculated in accordance with the
    guidelines and substantially in the form set forth in Rule
    1910.27(e). Each party shall be provided, either in person
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    at the time of the conference or by mail, with a copy of the
    interim order and written notice that any party may, within
    twenty days after the date of receipt or the date of the
    mailing of the interim order, whichever occurs first, file a
    written demand with the domestic relations section for a
    hearing before the court.
    *     *      *
    (i)    If a demand is filed, there shall be a hearing de
    novo before the court. The domestic relations section shall
    schedule the hearing and give notice to the parties. The
    court shall hear the case and enter a final order
    substantially in the form set forth in Rule 1910.27(e)
    within sixty days from the date of the written demand for
    hearing.
    (j)(1) Promptly after receipt of the notice of the scheduled
    hearing, a party may move the court for a separate listing
    where:
    (i)    there are complex questions of law, fact or both;
    or
    (ii)   the hearing will be protracted; or
    (iii) the orderly administration of justice requires that
    the hearing be listed separately.
    (2) If the motion for separate listing is granted,
    discovery shall be available in accordance with Rule 4001
    et seq.
    Note: The rule relating to discovery in domestic
    relations matters generally is Rule 1930.5.
    (k)     No motion for post-trial relief may be filed to the
    final order of support.
    Pa.R.C.P. 1910.11(a)(1), (c), (d)(1), (f), (i), (j), (k).
    “[U]nder [Rule] 1910.11[,] a litigant has an absolute right to his/her
    day in court should it be desired.” Warner v. Pollock, 
    644 A.2d 747
    , 751
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    (Pa.Super. 1994). “A de novo hearing is full consideration of the case anew.
    The reviewing body is in effect substituted for the prior decision maker and
    redecides the case.”    
    Id. at 750
    (internal citations and quotation marks
    omitted).   “Once one of the parties demand[s] a [de novo] hearing each
    would be entitled to litigate as if it were the first proceeding.” 
    Id. Unlike an
    appeal, which asserts specific error(s) for the higher court to correct, the de
    novo hearing is not limited in scope to the reasons (if any) proffered for
    demanding the de novo hearing.           
    Id. See also
    Capuano, supra
    
    (explaining under Rule 1910.11, any party to support action may file written
    demand for hearing de novo before trial court after court has entered
    support order based upon domestic relation officer’s recommendation; Rule
    1910.11 grants parties absolute right to de novo hearing on issues
    surrounding support order; at hearing de novo, parties must be permitted to
    present evidence in support of their respective positions).
    Instantly, following Father’s request for a second de novo hearing,
    Mother filed, on April 4, 2016, a motion to strike or to limit issues for the de
    novo hearing and to request written positions.     Mother argued the parties
    already had one de novo hearing and were not entitled to a second one.
    Mother suggested the court could entertain written positions regarding any
    of Father’s alleged errors in the support calculation to the extent they were
    inconsistent with the court’s December 21, 2015 decision.         Alternatively,
    Mother claimed the court should limit the issues at the de novo hearing to
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    Father’s alleged errors in the support calculation but should preclude
    testimony on matters fully litigated at the December 2015 de novo hearings,
    including   Mother’s    distributions   from     the   trust   and   whether   those
    distributions constituted income for purposes of support.                The court
    subsequently held argument on Mother’s motion, and denied the motion on
    April 4, 2016. Nevertheless, the court stated from the bench it would not
    hear any testimony/evidence concerning the trust at the second de novo
    hearing.
    The parties appeared for the second de novo hearing on April 26,
    2016. At the beginning of the hearing, the court reiterated that it would not
    hear any testimony/evidence concerning the trust. Mother and Father each
    testified at the hearing. Anytime Father’s counsel sought to question Mother
    concerning the trust, the court sustained an objection by Mother’s counsel.
    During the course of the hearing, Father admitted he received a bonus in
    late December 2015 in the amount of $2,900.00.                 Father also said he
    received a raise on January 1, 2016. Following the hearing, the court took
    the matter under advisement and directed the parties to submit written
    position statements.
    In his written position statement, Father claimed, inter alia, the court
    should include Mother’s trust distributions when calculating her income for
    support purposes.      Father suggested the court apply an upward deviation
    from the support guidelines when calculating Mother’s entitlement to support
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    J-A05003-17
    based on her receipt of trust distributions and substantial “help” from her
    parents.   Mother claimed in her written position statement, inter alia, the
    court should uphold its December 2015 decision that Mother’s trust
    distributions do not constitute income for purposes of support. Mother also
    claimed the court should recalculate Father’s income, accounting for the
    bonus he received in December 2015 and raise he received in January 2016.
    On May 17, 2016, the court issued a decision reversing its earlier
    position regarding Mother’s trust distributions. Specifically, the court ruled
    that any distributions Mother received from the trust should be included as
    income for purposes of support calculations. The court indicated its decision
    applied only to the distributions made to Mother but not to the principal of
    the trust itself or any undistributed income. Nevertheless, the court rejected
    Father’s argument to apply an upward deviation for Mother based on the
    trust distributions.   The court incorporated by reference and reaffirmed all
    other aspects of its December 21, 2015 decision, and remanded the matter
    to the Domestic Relations office for recalculation of Father’s support
    obligation consistent with its decision.
    We cannot agree with the court’s decision under the unique facts of
    this case. Initially, once the court granted Father’s request for a second de
    novo hearing, it was obligated to hear the support matter “anew” and not
    limit the scope of the hearing.     See 
    Capuano, supra
    ; 
    Warner, supra
    .
    Thus, the court should have admitted testimony/evidence concerning
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    Mother’s trust distributions along with any other relevant evidence for
    purposes of calculating support.    After the court decided not to allow re-
    litigation of the trust issue at the second de novo hearing, the court reversed
    its decision on the trust distributions.   Further, the court’s May 20, 2016
    support order calculated Mother’s trust distributions using documents
    submitted before the Domestic Relations officer at the initial May 26, 2015
    support conference, which were not admitted at any of the de novo hearings
    in this case. Under these circumstances, the court’s ruling that it would not
    re-litigate the trust issue deprived Mother of a full and fair opportunity to
    present testimony/evidence about the trust distributions at the April 26,
    2016 de novo hearing. See 
    Capuano, supra
    . See also 
    Warner, supra
    (explaining when one party demands de novo hearing, each party is entitled
    to litigate as if it were first proceeding).    Additionally, despite Father’s
    admission at the second de novo hearing that he received a bonus and raise
    since the initial de novo hearings, the court’s May 17, 2016 decision
    discussed only the trust issue and did not provide for a recalculation of
    Father’s support obligation based on his increase in income or give any
    reason to exclude Father’s bonus and raise in his income upon recalculation.
    Therefore, the best resolution of this case is to remand for further
    proceedings.    Upon remand, the court shall: (1) direct the Domestic
    Relations office to recalculate Father’s child support obligation consistent
    with Father’s stipulations regarding his employee perquisites, tax filing
    - 19 -
    J-A05003-17
    status, and the children’s extra-curricular activities; (2) instruct the
    Domestic Relations office to include Father’s raise and bonus as income
    based on the testimony/evidence presented at the second de novo hearing;
    and (3) hold another hearing concerning whether Mother’s trust distributions
    should be included as income for purposes of support, during which both
    parties will have an opportunity to present legal argument as well as
    testimony/evidence regarding the amount of distributions Mother has
    received from the trust. For the sake of judicial economy, the parties should
    also present any changed circumstances at this remand hearing.           The
    remand hearing shall be limited to these matters and not constitute a “de
    novo” hearing under Rule 1910.11.      Accordingly, we vacate the May 20,
    2016 support order and remand for further proceedings consistent with this
    decision.
    Order vacated; case remanded for further proceedings. Jurisdiction is
    relinquished.
    Judgment Entered.
    Joseph D. Seletyn, Esq.
    Prothonotary
    Date: 5/15/2017
    - 20 -
    

Document Info

Docket Number: Montgomery, J. v. Montgomery, M. No. 880 WDA 2016

Filed Date: 5/15/2017

Precedential Status: Precedential

Modified Date: 4/17/2021