VIJAYAKUMAR PAUL VALSALEN VS. VALSA PAUL (FM-08-0585-06, GLOUCESTER COUNTY AND STATEWIDE) ( 2020 )


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  •                                 NOT FOR PUBLICATION WITHOUT THE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-0655-19T1
    VIJAYAKUMAR PAUL
    VALSALEN,
    Plaintiff-Appellant,
    v.
    VALSA PAUL,
    Defendant-Respondent.
    ________________________
    Submitted November 30, 2020 – Decided December 21, 2020
    Before Judges Sabatino and Gooden Brown.
    On appeal from the Superior Court of New Jersey,
    Chancery Division, Family Part, Gloucester County,
    Docket No. FM-08-0585-06.
    Smedley Law Group, Inc., attorneys for appellant
    (AllynMarie Smedley and Ryan D. Foran, on the
    briefs).
    Valsa Paul, respondent pro se.
    PER CURIAM
    In this post-judgment matrimonial case, an ex-husband, plaintiff
    Vijayakumar Paul Valsalen, appeals the Family Part's August 30, 2019 order
    granting the motion of his ex-wife, defendant Valsa Paul, to terminate her
    alimony payments to him. The court's ruling was predicated on a finding of
    changed circumstances, essentially stemming from the ex-wife’s serious
    medical issues and her resulting retirement from work. We affirm.
    Since the parties themselves are familiar with the facts, we recount only a
    limited amount of that background here. The parties divorced in 2006, after a
    twenty-six-year marriage. With the assistance of their respective counsel at the
    time, the parties negotiated a Property Settlement Agreement ("PSA"). The
    court approved the PSA as part of the divorce judgment.
    The parties agreed in their PSA to award primary custody of their sixteen-
    year-old child to Valsalen, with child support payable by Paul.1 The PSA
    imputed Paul’s annual income to be $110,000 and Valsalen’s to be $50,000.
    Pursuant to the PSA, Paul agreed to pay Valsalen $300 per week in
    alimony. She also agreed to maintain a life insurance policy, with Valsalen as
    the beneficiary.
    1
    Child support is no longer an issue because the child is emancipated.
    A-0655-19T1
    2
    Several years later, Paul experienced several significant medical issues,
    including a brain tumor. Consequently, she retired from her nursing job in mid-
    2018, and ceased making alimony payments to Valsalen. Approximately a year
    later, Paul moved in the Family Part to terminate her alimony obligation.
    Valsalen opposed the motion. Among other things, he argued that: the
    PSA called for his ex-wife to pay him alimony on a permanent basis; she failed
    to establish a sufficient change in circumstances to justify relief from that
    obligation; he still needed the alimony to sustain his lifestyle; and that Paul had
    improperly stopped paying the monthly sums unilaterally without the court's
    authorization.
    Following oral arguments, the trial court terminated Paul's alimony and
    life insurance obligations without a plenary hearing. As part of its detailed
    analysis, the court concluded that Paul had a good faith reason for retiring at the
    age of sixty-six in light of her diminished health, and that she had established a
    sufficient change in circumstances to terminate alimony. The court further
    observed that Valsalen was now receiving Social Security benefits as a result of
    Paul's retirement, and that the parties now have roughly equal incomes when
    their respective Social Security payments are considered. However, the court
    did order Paul to make back payments for the alimony she withheld prior to
    A-0655-19T1
    3
    filing the motion, covering the period from July 13, 2018 through June 10, 2019.
    The judge declined to award either party counsel fees.
    Valsalen now appeals. He challenges substantially all of the trial court's
    factual findings, and requests a plenary hearing on multiple issues. Among other
    things, he argues the trial court erred by failing to consider his comparative
    inability to have saved for retirement, by overlooking or subordinating his
    expectations under the PSA to continue to receive permanent alimony, and by
    analyzing the alimony issues with an improper consideration of assets subject to
    equitable distribution. He contends the trial court's decision was arbitrary and
    capricious, and that, at the very least, the case should be remanded for a plenary
    hearing with testimony.
    Paul, who is now self-represented, opposes the appeal. However, she has
    not cross-appealed the court's mandate that she pay the sums she had unilaterally
    withheld.
    Our scope of review of these post-judgment financial issues is guided by
    well-established principles.     In reviewing the Family Part's rulings in
    matrimonial cases, we generally accord considerable deference to that court's
    expertise in family matters and its exercise of discretion. See Cesare v. Cesare,
    
    154 N.J. 394
    , 411-12 (1998); see also Pascale v. Pascale, 
    113 N.J. 20
    , 33
    A-0655-19T1
    4
    (1988). We are bound by the trial court's factual findings so long as they are
    supported by sufficient credible evidence. Gnall v. Gnall, 
    222 N.J. 414
    , 428
    (2015). That said, we review de novo a trial court's interpretations of law and
    its legal conclusions. Landers v. Landers, 
    444 N.J. Super. 315
    , 319 (App. Div.
    2016) (citing D'Agostino v. Maldonado, 
    216 N.J. 168
    , 182 (2013)).
    Applying those familiar principles here, we affirm the trial court's
    determination, substantially for the sound reasons expressed by Judge John C.
    Eastlack. We add a few comments by way of amplification.
    It has been long recognized that our courts have "broad equitable powers
    . . . to review and modify alimony and support orders at any time." Weitzman
    v. Weitzman, 
    228 N.J. Super. 346
    , 353 (App. Div. 1988); see also N.J.S.A.
    2A:34-23; Reese v. Weis, 
    430 N.J. Super. 552
    , 569-70 (App. Div. 2013).
    The relevant statute governing the termination of Paul's alimony is
    N.J.S.A. 2A:34-23(j)(3). With respect to post-divorce retirement, the statute
    directs:
    j. Alimony may be modified or terminated upon the
    prospective or actual retirement of the obligor. . . .
    (3) When a retirement application is filed in cases in
    which there is an existing final alimony order or
    enforceable written agreement established prior to the
    effective date of this act, the obligor's reaching full
    retirement age as defined in this section shall be
    A-0655-19T1
    5
    deemed a good faith retirement age. Upon application
    by the obligor to modify or terminate alimony, both the
    obligor's application to the court for modification or
    termination of alimony and the obligee's response to the
    application shall be accompanied by current Case
    Information Statements or other relevant documents as
    required by the Rules of Court, as well as the Case
    Information Statements or other documents from the
    date of entry of the original alimony award and from
    the date of any subsequent modification. In making its
    determination, the court shall consider the ability of the
    obligee to have saved adequately for retirement as well
    as the following factors in order to determine whether
    the obligor, by a preponderance of the evidence, has
    demonstrated that modification or termination of
    alimony is appropriate:
    (a) The age and health of the parties at the time of the
    application;
    (b) The obligor's field of employment and the generally
    accepted age of retirement for those in that field;
    (c) The age when the obligor becomes eligible for
    retirement at the obligor's place of employment,
    including mandatory retirement dates or the dates upon
    which continued employment would no longer increase
    retirement benefits;
    (d) The obligor's motives in retiring, including any
    pressures to retire applied by the obligor's employer or
    incentive plans offered by the obligor's employer;
    (e) The reasonable expectations of the parties regarding
    retirement during the marriage or civil union and at the
    time of the divorce or dissolution;
    A-0655-19T1
    6
    (f) The ability of the obligor to maintain support
    payments following retirement, including whether the
    obligor will continue to be employed part-time or work
    reduced hours;
    (g) The obligee's level of financial independence and
    the financial impact of the obligor's retirement upon the
    obligee; and
    (h) Any other relevant factors affecting the parties'
    respective financial positions.
    [Ibid. (emphasis added).]
    Although the alimony statute was substantially amended by the
    Legislature in 2014, subsection (j)(3), the relevant subsection here, follows the
    procedural framework of the Supreme Court's seminal opinion of Lepis v. Lepis,
    
    83 N.J. 139
     (1980). See Landers, 444 N.J. Super. at 323 (holding that subsection
    (j)(3) "follows the prior principles outlined in Lepis and its progeny").
    Under Lepis, the moving party seeking to modify or terminate a support
    obligation must first make a threshold prima facie showing that "changed
    circumstances have substantially impaired the ability to support himself or
    herself." Lepis, 
    83 N.J. at 157
    . 2 In considering a proffer of changed
    2
    Notably, the PSA does not contain a so-called anti-Lepis provision that can
    nullify the ordinary application of the "changed circumstances" doctrine. Cf.
    Amzler v. Amzler, 
    463 N.J. Super. 187
    , 190 (App. Div. 2020).
    A-0655-19T1
    7
    circumstances, it is often necessary for the court to delve into the financial status
    of both parties. Id. at 158.
    When a prima facie showing is made, the court next must determine if a
    plenary hearing is warranted. Id. at 159. To obtain such a hearing, the moving
    party must "clearly demonstrate the existence of a genuine issue . . . [of] material
    fact." Ibid. In making this determination, the court should look to the
    certifications and supporting documents of the parties. Ibid.
    The Family Part adhered to these principles in ruling to terminate Paul's
    alimony here, after considering the parties' financial circumstances. The court's
    determination that Paul was entitled to retire in 2016 at the age of sixty-six,
    particularly given her brain tumor and other serious health issues, is
    unassailable. Indeed, subsection (j)(3) of the alimony statute declares that a
    person who reaches "full retirement age" is deemed to have retired in "good
    faith." N.J.S.A. 2A:34-23(j)(3). "Full retirement age" is defined as "the age at
    which a person is eligible to receive full retirement for full retirement benefits
    under section 216 of the federal Social Security Act (
    42 U.S.C. § 416
    )."3 Under
    the federal statute, Paul reached "full retirement age" at sixty-six. 
    42 U.S.C. § 3
    As we noted in Landers, 444 N.J. Super. at 322 n.5, the statute appears to
    contain a typo, and actually refers to section 416, not section 216, of the federal
    statute.
    A-0655-19T1
    8
    416(l)(1)(c). It was thus appropriate for the trial court to hold she had retired in
    good faith and, in light of her poor health, not require her to search for some
    other form of work outside of the nursing field.
    The trial court was mindful that Valsalen himself also has serious health
    problems. Even so, the court reasonably noted that Vansalen receives rental
    income from properties he owns. Moreover, he is receiving derivative Social
    Security benefits as the result of his ex-wife's retirement 4, which helps
    compensate for the loss of alimony payments. We do not second-guess the
    court's assessment of Valsalen's financial circumstances, including treating as
    non-recurring certain bed bug remediation costs in his claimed expenses for
    2018.
    There is also reasonable support in the record for the court's assessment
    that Valsalen could have made more prudent decisions to save and prepare for
    retirement. The law does not disallow the court's observations that Valsalen
    could have made sounder investments with his post-divorce share of equitable
    distribution. See Miller v. Miller, 
    160 N.J. 408
    , 420-21 (1999).
    4
    See 
    20 C.F.R. § 404.331
     (concerning the eligibility of certain former spouses
    to receive Social Security benefits upon their ex-spouse's retirement).
    A-0655-19T1
    9
    There was no need for a plenary hearing, since the trial court had sufficient
    financial documents from the parties to evaluate the totality of pertinent
    circumstances.    No material facts of consequence concerning the parties'
    respective finances were genuinely disputed. Lepis, 
    83 N.J. at 159
    . The court
    also did not err in terminating the life insurance coverage that was logically tied
    to the alimony obligation.
    Lastly, the court did not misapply its broad zone of discretion in declining
    to award counsel fees to either Valsalen, who was the non-prevailing party on
    the central issue of termination, or Paul. Gotlib v. Gotlib, 
    399 N.J. Super. 295
    ,
    314-15 (App. Div. 2008) (reiterating the court's broad discretion on fee-shifting
    requests in matrimonial litigation).
    Having fully considered them, we conclude all other points and sub-points
    raised on appeal lack sufficient merit to warrant discussion. R. 2:11-3(e)(1)(E).
    Affirmed.
    A-0655-19T1
    10