PAUL W. GEORGE VS. KATHLEEN M. KUTALEK (FM-11-0820-10, MERCER COUNTY AND STATEWIDE) ( 2021 )


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  •                                 NOT FOR PUBLICATION WITHOUT THE
    APPROVAL OF THE APPELLATE DIVISION
    This opinion shall not "constitute precedent or be binding upon any court ." Although it is posted on the
    internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.
    SUPERIOR COURT OF NEW JERSEY
    APPELLATE DIVISION
    DOCKET NO. A-2577-19
    PAUL W. GEORGE,
    Plaintiff-Respondent,
    v.
    KATHLEEN M. KUTALEK,
    Defendant-Appellant.
    _________________________
    Submitted October 14, 2021 — Decided October 29, 2021
    Before Judges Haas and Mawla.
    On appeal from the Superior Court of New Jersey,
    Chancery Division, Family Part, Mercer County,
    Docket No. FM-11-0820-10.
    Ulrichsen Rosen & Freed, LLC, attorneys for appellant
    (Derek M. Freed, of counsel and on the briefs; Amanda
    E. Nini, on the briefs).
    Hoffman & Hoffman, attorneys for respondent (Gary
    D. Hoffman and Brian L. Hoffman, on the brief).
    PER CURIAM
    Defendant Kathleen M. Kutalek appeals from a January 15, 2020 order
    adjudicating post-judgment disputes with plaintiff Paul W. George regarding the
    following: emancipation and graduate school educational expenses for the
    parties' older daughter, Jamie; reimbursement of college expenses for their
    younger daughter, Cynthia; and counsel fees. We affirm in part and reverse and
    remand in part for further proceedings.
    Following a twenty-one-year marriage the parties divorced and entered
    into a Marital Settlement Agreement (MSA), which required them to "equally
    share . . . college tuition and expenses for the children not covered by the
    [children's college savings] accounts, scholarships, work-study funds, stipends,
    or grants." The MSA required plaintiff to pay child support and contained a
    provision stating: "Child support shall cease upon a child's emancipation as
    defined by the operative New Jersey case law at the time of the alleged
    emancipation."
    The children were sixteen and thirteen when the parties signed the MSA.
    By all accounts both are good students and performed well at competitive
    secondary and postsecondary schools. During the last two years of college,
    Jamie expressed an interest in attending dental school, took prerequisite courses
    for admission to dental school, and passed the Dental Admission Test (DAT) in
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    hopes of following in the parties' footsteps. 1 She gained admission to an Ivy
    League dental school.
    In July 2018, defendant wrote to plaintiff advising him of Jamie's
    admission to dental school, explaining the costs and the uncovered portion of
    the expense that would be shared by the parties. Plaintiff responded as follows:
    "Paying for graduate school is not something that we bargained for during ou r
    divorce, and so I will not be paying for it." Plaintiff asserted Jamie was now an
    adult and he was "not financially responsible for her tuition or for any additional
    costs outside of the child support obligation [he] currently ha[s] to pay."
    In February 2019, defendant filed a motion seeking the following relief:
    compel plaintiff to contribute to Jamie's graduate school education; discovery;
    compel plaintiff to reimburse her $11,863.45 representing his share of Cynthia's
    college expenses; and counsel fees.            Defendant certified that each child
    "performed exceptionally in school." She claimed "[p]laintiff was involved in
    both children's college selection process. He also discussed their performance
    in school throughout their college attendance." She noted she and plaintiff
    attended dental school together and "each had the full . . . financial support of
    [their] families. As a result, [they] were able to graduate with minimal debt."
    1
    Plaintiff is a dentist and defendant a periodontist.
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    Defendant certified Jamie discussed her desire to attend dental school with
    both parties and "obtained [the parties'] advice and our counsel." According to
    defendant, Jamie discussed her applications with both parties and plaintiff
    "accompanied her . . . to some of [the dental] schools" to attend interviews and
    campus tours.    Also, Jamie informed defendant "that [plaintiff] was very
    supportive in this endeavor, providing her with advice on the important aspects
    of a school and contact information for recent graduates of dental schools where
    she was applying." Defendant certified as follows:
    . . . Plaintiff has been an integral part of the . . . dental
    school selection and enrollment from the very
    beginning. Based on his central role . . . Jamie
    developed a reasonable expectation that her father was
    willing and able to support her ability to attend. At no
    time during the process did [p]laintiff advise Jamie that
    he had no intention of contributing to the costs of her
    dental school.
    Defendant argued plaintiff's claim the MSA did not require him to
    contribute to graduate school "was without merit" and the MSA's "silence [on
    the matter] is logical" given the children's young age at the time of the divorce.
    Furthermore, defendant asserted Jamie was not emancipated because she was
    not self-sufficient "given her full-time enrollment in dental school."
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    Defendant's    certification   explained    Cynthia's    expenses    totaled
    $118,039.16 of which the parties paid $94,418.35 from college savings leaving
    $23,620.81. Defendant certified plaintiff's one-half share was $11,810.41.
    Defendant also sought counsel fees noting plaintiff had previously refused
    to pay for the children's educational expenses on the theory the MSA did not
    address the obligation, which we rejected in a prior appeal when plaintiff
    claimed the MSA's silence regarding private school tuition constituted waiver
    of the expense. George v. Kutalek, No. A-6398-11 (App. Div. May 23, 2014).
    She argued plaintiff's repeated refusal to contribute, this time towards the dental
    school expenses, was unreasonable and warranted a counsel fee award.
    Plaintiff filed opposition and a cross-motion seeking to emancipate Jamie
    pursuant to N.J.S.A. 2A:17-56.67 and for other relief not a part of this appeal.
    He certified Jamie was emancipated because she worked full time for a year,
    earning approximately $35,000, and lived in an apartment "where she [was]
    solely responsible for maintaining her residence and feeding, clothing and caring
    for herself" prior to applying to graduate school. His certification argued Jamie
    was emancipated at the age of twenty-three pursuant to statutory and case law
    and was "totally self-sufficient."
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    Further, he claimed "[d]efendant never once sought [his] input or advice
    on any issue involving college choices or costs for either of [their] daughters
    (nor for graduate school that Jamie decided to attend for that matter) . . . ."
    Plaintiff claimed defendant poisoned his relationship with the children.
    Plaintiff asserted Jamie "did not express a specific interest in dentistry at
    any time prior to the year after she graduated college. . . . She never once asked
    [him] what direction [he] thought she should pursue, and [he] merely listened to
    her considerations on the few occasions [they] spoke." He stated he drove Jamie
    "to an interview for one dental school, however, [he] was not invited onto the
    campus nor into the interview." Plaintiff claimed he "had no say or input into
    [the] choice to go to dental school." He claimed Jamie "had no expectation that
    [he] would assist her with her graduate school tuition" and he told her he could
    not afford it. He noted he provided health insurance for Jamie.
    Plaintiff also disputed defendant's assertions their parents had helped them
    during college and dental school. He stated:
    My parents did offer me some limited assistance for
    living expenses after I started college, but they never
    paid anything towards my college tuition or books, nor
    towards my dental school tuition, books or equipment
    and supplies. . . . I paid back my student loans for
    graduate school with no assistance from anyone.
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    Plaintiff argued "[i]f the [d]efendant wanted our MSA to address gr aduate
    school tuition for our daughters, she was perfectly positioned to raise that issue
    when we negotiated our MSA but chose not to."
    Plaintiff's certification did not address the mathematical calculations
    defendant used to arrive at the $11,810.41 figure, but did attach proofs showing
    payments he made to the Cynthia's college expense. The motion judge would
    later analyze these proofs.
    Defendant's reply certification disputed plaintiff's assertion that Jamie was
    financially independent of the parties. She noted plaintiff was not excluded from
    the graduate admissions process because "[i]nterviews and tours at dental
    schools are intended only for the applicant and not for parents." Defendant
    disputed plaintiff's claim Jamie did not express an early interest in dental school,
    noting "[s]he took prerequisite courses, obtained the necessary faculty
    recommendations and passed the [DAT] in preparation for her application to
    dental schools." Defendant further noted Jamie "worked for an interim year in
    an oral surgery practice to gain experience in a specialty which she [was]
    considering pursuing. [Her] earnings for 2017 were $13,097 and for 2018 were
    $12,497."    She pointed out Jamie researched dental schools during her
    employment year and was no longer employed due to the rigorous demands of
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    dental school. She explained the children were young and attending tenth and
    seventh grade when the MSA was entered and neither party "knew whether one
    of [the] children would have the propensity and desire to attend graduate school
    at that time." Defendant noted plaintiff's parents supported him by purchasing
    a condominium for him and three other dental students to reside in while
    attending dental school.
    Defendant also attached a certification from Jamie which disputed
    plaintiff's assertions. Jamie certified she informed plaintiff of her interest in
    pursuing a career in dentistry "beginning in the summer of 2015 . . . [and] in
    discussions with him generally every one[-]to[-]two weeks thereafter." She
    explained she took prerequisite courses, the DAT, and "shadowed [plaintiff] in
    his dentistry practice[,] . . . [and] discussed with him on multiple occasions
    where [she] was applying, how [her] interviews fared, and what programs [she]
    was interested in." She stated: "He always seemed very interested in my going
    to dental school." She noted that during a tour of one school she "discussed with
    him [her] impressions of that school and others."        Further, "[d]uring the
    application and interview process, [she] kept [him] up to date about the cost of
    each of the schools. He never initiated [a] discussion of how [she] might be able
    to finance going to dental school."
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    Following oral argument, the motion judge issued an order and written
    findings. In pertinent part, the order denied the request to compel plaintiff's
    contribution to dental school and discovery, granted in part defendant's request
    for reimbursement of Cynthia's college expenses in the amount of $8,935.41,
    denied defendant counsel fees, and declared Jamie emancipated.
    The judge reasoned the MSA defined college tuition and expenses as
    limited to an undergraduate education and neither party had shown "changed
    circumstances or any other reasons that the [MSA] should be modified or
    vacated, [and] the [MSA] not the Newburgh 2 factors, governs this analysis." He
    noted    the   MSA's   language    regarding   college   was   "extensive"     and
    "demonstrate[d] that the . . . parties, both highly-educated and represented by
    independent counsel, left no stone unturned concerning higher education
    expenses."     He concluded the MSA's definition of college expenses as
    "undergraduate school, vocational school or like institution" made it "clear that
    the parties only intended to be responsible for expenses incurred at
    postsecondary institutions, and that neither parent can compel the other to
    contribute to a child's graduate education."
    2
    Newburgh v. Arrigo, 
    88 N.J. 529
     (1982).
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    The judge found that even if the MSA did not control, plaintiff was not
    obligated to contribute because Jamie was emancipated "under New Jersey case
    law." He reasoned as follows:
    While Ross3 and Newburgh leave open the
    possibility that a court could find a child attending
    graduate school to be unemancipated, the scarcity of
    subsequent supporting cases suggest that a court should
    be disinclined to do so absent any extraordinary
    circumstances. . . .
    The factual record supports a finding of
    emancipation. Jamie graduated from college in May of
    2017. After graduating from college, [she] spent over
    a year working full-time as a surgical assistant. Jamie
    worked in this position for over a year before beginning
    dental school . . . .
    Regarding the $11,863.45 contribution sought from plaintiff for Cynthia's
    expenses, the judge found an exhibit attached to "plaintiff's [r]eply
    [c]ertification identifie[d] three different payments that plaintiff made toward
    Cynthia's college tuition and expenses . . . total[ing] $2,928.04." The judge
    credited this amount to plaintiff's obligation thereby reducing the sum owed to
    defendant to $8,935.41.
    On appeal, defendant argues the order denying contribution to graduate
    school and emancipating Jamie cannot stand because there were material factual
    3
    Ross v. Ross, 
    167 N.J. Super. 441
     (Ch. Div. 1979).
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    disputes requiring a plenary hearing. She argues the judge did not resolve
    several disputed facts, including: plaintiff's involvement in the dental school
    admission process; the expectations that plaintiff would contribute; Jamie's
    economic dependence on the parties and whether she was emancipated; and
    plaintiff's ability to contribute to the graduate school expenses. Defendant
    argues the court wrongly concluded silence in the MSA regarding graduate
    school constituted waiver of the expense. She repeats the argument the children
    were too young at the time the parties entered the MSA for the parties to
    contemplate a contribution to graduate school.
    Defendant contends plaintiff owed her $11,810.41, not $8,935.41, and the
    court's calculation was incorrect. She argues the court credited plaintiff with
    $2,928.04 without explaining where or when the payments were made.
    Defendant argues the court improperly denied her counsel fees. She
    points out the judge did not address any of the Rule 5:3-5(c) factors or provide
    reasoning for the denial of fees.
    We typically defer to factual findings made by Family Part judges when
    they are supported by "'adequate, substantial, credible evidence.'" Cesare v.
    Cesare, 
    154 N.J. 394
    , 411-12 (1998). "Because of the family courts' special
    jurisdiction and expertise in family matters, appellate courts should accord
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    deference to family court factfinding." 
    Id. at 413
    . "Minimally adequate fact
    finding requires a discussion that demonstrates that the court has heard and
    addressed the relevant facts and claims under the controlling legal standards."
    Gordon v. Rozenwald, 
    380 N.J. Super. 55
    , 76-77 (App. Div. 2005) (citing Bailey
    v. Bd. of Rev., 
    339 N.J. Super. 29
    , 33 (App. Div. 2001)). "A trial court's rulings
    in such matters are discretionary and not overturned unless the court abused its
    discretion, failed to consider controlling legal principles[,] or made findings
    inconsistent with or unsupported by competent evidence." 
    Id. at 76
    .
    Here, the parties submitted conflicting certifications regarding their
    disparate interpretation of the MSA. The motion judge's findings were based
    solely on the parties' written submissions and oral argument. Thus, we do not
    owe the same degree of deference to the judge's fact finding as we would if the
    judge had made credibility findings after a plenary hearing. See P.B. v. T.H.,
    
    370 N.J. Super. 586
    , 601 (App. Div. 2004) ("Deference is especially appropriate
    when the evidence is largely testimonial and involves questions of credibility
    because, having heard the case, and seen and observed the witnesses, the trial
    court has a better perspective than a reviewing court in evaluating the veracity
    of witnesses.").
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    A plenary hearing was necessary because the parties dispute whether they
    intended to pay for graduate school at the time they entered the MSA. They also
    dispute whether their actions prior to and once Jamie declared her interest in
    attending dental school demonstrated an expectation they would contribute to
    her education. The facts and circumstances relating to both time periods were
    contentiously disputed and could not be resolved without a plenary hearing.
    Furthermore, the motion judge erred when he concluded N.J.S.A. 2A:17-
    56.67 required Jamie's emancipation and barred plaintiff's obligation to
    contribute to her graduate school expenses. The statute governs the termination
    of child support. We have stated: "The payment of college costs differs from
    the payment of child support for a college student." Jacoby v. Jacoby, 
    427 N.J. Super. 109
    , 121 (App. Div. 2012); see Hudson v. Hudson, 
    315 N.J. Super. 577
    ,
    584 (App. Div. 1998) ("Child support and contribution to college expenses are
    two discrete yet related obligations imposed on parents.").       Unlike other
    jurisdictions, emancipation in New Jersey is a fact sensitive inquiry, Newburgh,
    
    88 N.J. at 543
    , and concerns whether a child remains financially dependent on a
    parent or moved beyond their parent's "sphere of influence." Bishop v. Bishop,
    
    287 N.J. Super. 593
    , 598 (Ch. Div. 1995). In recognition of these fundamental
    principles, the statute states:
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    . . . Nothing in this section shall be construed to:
    (1) prevent a child who is beyond [twenty-three] years
    of age from seeking a court order requiring the payment
    of other forms of financial maintenance or
    reimbursement from a parent as authorized by law to
    the extent that such financial maintenance or
    reimbursement is not payable or enforceable as child
    support . . . .
    [N.J.S.A. 2A:17-56.67(f).]
    Moreover, emancipation is a legal concept, imposed when "the
    fundamental dependent relationship between parent and child" concludes. See
    Dolce v. Dolce, 
    383 N.J. Super. 11
    , 17 (App. Div. 2006). "It is not automatic
    and 'need not occur at any particular age . . . .'" Llewelyn v. Shewchuk, 
    440 N.J. Super. 207
    , 216 (App. Div. 2015) (quoting Newburgh, 
    88 N.J. at 543
    ). "When
    the circumstances surrounding the parent-child relationship support a finding
    the child is emancipated, 'the parent relinquishes the right to custody and is
    relieved of the burden of support, and the child is no longer entitled to support.'"
    
    Ibid.
     (quoting Filippone v. Lee, 
    304 N.J. Super. 301
    , 308 (App. Div. 1997)).
    However, the law "provides that once a child reaches the age of majority,
    now eighteen, N.J.S.A. 9:17B-3, a parent has established 'prima facie, but not
    conclusive, proof of emancipation.'" 
    Ibid.
     (quoting Newburgh, 
    88 N.J. at 543
    ).
    Once established, "the burden of proof to rebut the statutory presumption of
    A-2577-19
    14
    emancipation shifts to the party or child seeking to continue the support
    obligation." 
    Ibid.
     The presumption "may be overcome by evidence that a
    dependent relationship with the parents continues because of the needs of the
    child." 
    Ibid.
     (citing Dolce, 
    383 N.J. Super. at 18
    ). A child's attendance in
    postsecondary education is one basis to delay emancipation and continue
    support. See Patetta v. Patetta, 
    358 N.J. Super. 90
    , 93-94 (App. Div. 2003);
    Keegan v. Keegan, 
    326 N.J. Super. 289
    , 295 (App. Div. 1999).
    "[T]he essential inquiry is whether the child has moved beyond the sphere
    of influence and responsibility exercised by a parent and obtains an independent
    status of his or her own." Llewelyn, 440 N.J. Super. at 216 (alteration in
    original) (quoting Filippone, 304 N.J. Super. at 308).        The "emancipation
    'determination involves a critical evaluation of the prevailing circumstances
    including the child's need, interests, and independent resources, the family's
    reasonable expectations, and the parties' financial ability, among other things.'"
    Ibid. (quoting Dolce, 
    383 N.J. Super. at 18
    ); see also N.J.S.A. 2A:17-56.67; R.
    5:6-9.
    Issues of emancipation typically require a plenary hearing, especially
    "when the submissions show there is a genuine and substantial factual dispute"
    that the trial court must resolve. Hand v. Hand, 
    391 N.J. Super. 102
    , 105 (App.
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    15
    Div. 2007). Nevertheless, "[a]s is . . . the case in matters that arise in the Family
    Part, a plenary hearing is only required if there is a genuine, material and
    legitimate factual dispute." Llewelyn, 440 N.J. Super. at 217 (alteration in
    original) (quoting Segal v. Lynch, 
    211 N.J. 230
    , 264-65 (2012)).
    The parties' and Jamie's certifications readily show the facts regarding
    Jamie's dependency, the parties' intent to financially support her through
    graduate school, the parties' and Jamie's expectations for such support, and
    plaintiff's ability to contribute to the schooling were not settled. A plenary
    hearing followed by factfinding by the judge was necessary. For these reasons
    we reverse the portions of the order denying defendant's request for a
    contribution to the graduate school expenses, emancipating Jamie, and denying
    discovery.
    We reach a different conclusion regarding the portion of the order
    calculating the sum plaintiff was required to reimburse defendant for Cynthia's
    education expenses. Defendant's arguments on this issue lack sufficient merit
    to warrant discussion a written opinion. R. 2:11-3(e)(1)(E). We affirm for the
    reasons expressed by the motion judge.
    Finally, we reverse the denial of counsel fees and direct that it be
    considered with the rest of the issues on remand. "The assessment of counsel
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    fees is discretionary." Slutsky v. Slutsky, 
    451 N.J. Super. 332
    , 365 (App. Div.
    2017).   As a result, we review such determinations for a clear abuse of
    discretion. 
    Ibid.
     In this context, an abuse of discretion may arise when the trial
    judge has not considered and applied the Rule 5:3-5(c) factors or made
    inadequate findings to support the award. Clarke v. Clarke ex rel. Costine, 
    359 N.J. Super. 562
    , 572 (App. Div. 2003).
    The motion judge did not explain why he denied defendant counsel fees.
    Defendant's motion was partially successful as was plaintiff's cross-motion.
    Given the lack of findings, we can only assume this was his reason. Because we
    have remanded the matter for further proceedings, we direct that the judge make
    findings of fact and conclusions of law on the counsel fee issue pursuant to RPC
    1.5(a) and Rule 5:3-5(c) to enable us to conduct a meaningful review of the
    decision. R.M. v. Sup. Ct. of N.J., 
    190 N.J. 1
    , 12 (2007); see also R. 1:7-4(a).
    Affirmed in part and reversed and remanded in part for a plenary hearing.
    We do not retain jurisdiction.
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