Rehfeld v. Roth
Rehfeld v. Roth
Opinion
Sherry D. Roth Rehfeld ("the mother") appeals from a judgment of the Madison Circuit Court that, among other things, denied her petition to modify custody of two minor daughters born of the mother's marriage to Karl D. Roth ("the father"). Because we conclude that the trial court improperly required the mother to satisfy the more stringent of two legal standards applicable under Alabama law to child-custody disputes between fit parents, we reverse and remand.
The record reveals that the mother and the father married in June 1986 and that two daughters (aged 13 years and 10 years, respectively) were born of the parties' marriage. In October 1999, the trial court entered a judgment divorcing the parties in which that court incorporated an agreement of the parties concerning, among other things, child-custody and child-support issues. In pertinent part, the parties' agreement provided:
"The parties shall have joint custody and control of the parties' minor children with lenient and liberal visitation for both parties with the best interest of the children being the primary consideration. The [father] shall have physical custody of the children beginning Sunday at 6:00 p.m. each week and ending at 5:00 p.m. on Wednesday of each week. The [mother] shall have physical custody of the children beginning Wednesday at 5:00 p.m. each week and ending at 6:00 [p.m.] on Friday of each week. The parties will alternate weekends. The holidays shall be alternated between the parties in accordance with the Holiday Visitation schedule attached. . . . Both parties have the right to maintain reasonable telephone communication with the children and both parties agree to work with each other in order to make the custody schedule most convenient for all parties with the welfare of the children and their school and activities being of primary importance. The children's residence for determining their school district will not be changed from their present residence.
". . . The [father] shall pay child support directly to the [mother] at the rate of $350 per month for the support, maintenance and education of the minor children.
". . . .
"The award of child support made herein was not determined by application of the Child Support Guidelines established by Rule 32, [Ala. R. Jud. Admin.,] because of the joint custody arrangement."
In September 2002, the mother filed a petition seeking, among other things, a modification of custody, alleging that "changes in circumstances of the parties and the minor children are such that the children need a more stable and suitable situation for their well being going into pre-teen and teenage years" and that the mother "is a fit and proper person for the primary care, custody and control of the minor children." The father filed a response to the mother's petition in which he alleged that "there has not been any material change in circumstances such as to rise to the level of transferring custody of the children to the [mother]" and that "the *Page 793 joint custody arrangement which was originally agreed to in the original Divorce Decree has worked well and has allowed both parties to be actively involved in parenting the children"; however, the father also contended that if a material change in circumstances had occurred, he should be awarded sole custody "as he is the more fit and proper person to exercise the primary care, custody and control of the minor children."
The trial court held an ore tenus proceeding on the mother's petition on June 4, 2003. During the proceeding, the trial court asked whether either party contended that the custody-modification standard set forth in Ex parte McLendon,
"[W]here there has been a previous judicial determination placing primary physical custody with one parent, the party moving to modify must meet the McLendon test. This is true where the decree specifically directs joint legal custody and places primary physical custody with one parent. Further, this may also apply in situations where, despite the absence of specific language establishing primary physical custody, the living arrangements are such as to establish it in substance."
Rick Fernambucq Gary Pate, Family Law in Alabama: Practice andProcedure ยง 10.02 (3d ed. 2002) (footnotes omitted).
After the ore tenus proceeding had concluded, the mother filed a memorandum brief in which she argued that the parties' agreement incorporated into the trial court's divorce judgment, although providing the father with "slightly more physical custody time than" the mother, had intended to confer "true joint custody of the minor children" and that the "best interests" standard set forth in Ex parte Couch,
The mother appeals from the trial court's June 6, 2003, judgment. She contends that the trial court erred in concluding that the parties' divorce judgment preferred the father as a custodian and in applying the McLendon standard to her petition based upon that conclusion; she further contends that the trial court should have modified the custody provisions of the divorce judgment even if the McLendon standard was applicable to her petition. The father contends that the trial court properly applied the McLendon standard and properly denied the mother's petition.
Although a trial court's judgment that is based on that court's findings of fact in a child-custody-modification case will not be reversed absent a showing that the findings are plainly and palpably wrong, the ore tenus rule has no application to the mother's contention regarding the inapplicability of theMcLendon standard because the question raised "is not based on a finding of fact; rather it is one of law โ whether the correct burden of proof was imposed by the trial court." Daniel v.Daniel,
"Where the parties agree to joint legal custody and shared physical custody of the children without a judicial determination preferring either parent, `custody [is] appropriately determined by the trial court according to what [is] in the "best interest" of the children.' Ex parte Couch,
521 So.2d 987 ,989 (Ala. 1988). However, where the parents have joint legal custody, but a previous judicial determination grants primary custody to one parent and secondary custody to the other, `the trial court [is] correct in applying the McLendon standard and requiring the [parent] to show that a change in custody would materially promote the welfare and best interests of the child, offsetting the disruptive effect of uprooting the child.' Blackmon v. Scott,622 So.2d 393 ,394 (Ala.Civ.App. 1993)."
655 So.2d at 1062.1 Of the standards set forth in Couch
and McLendon, the burden of proving "material promotion" of the children's welfare set out in McLendon is generally described as being the heavier of the two. See, e.g., Garrison v.Garrison,
That distinction between the two burdens is crucial to our review. In appeals from a judgment denying a custody petition where the Couch standard was applied, but where the McLendon
standard should have been applied, and in appeals from a judgmentgranting a custody petition where the McLendon standard was applied, but where the Couch standard should have been applied, we have affirmed the judgments under review, concluding that the trial courts' errors were harmless. See Lawley v. Byrd,
In this case, we conclude that the trial court incorrectly required the mother to fulfill the requirements of McLendon in order to prove her entitlement to a modification of the custody provisions of the divorce judgment. The divorce judgment does not expressly "prefer" either parent by providing that one parent will be the primary physical custodian or the primary residential parent, or will otherwise have custodial priority. CompareBerrey v. Berrey,
The father contends that the divorce judgment "preferred" him, citing Skinner v. Hargett,
We hold, under the facts of this case, that a mere allocation to one parent of approximately 50 more days with his or her children each year than the other parent does not, in and of itself, amount to a custodial "preference" so as to warrant the application of the McLendon standard in proceedings to modify the parties' rights to custody. Our conclusion that the trial court improperly applied McLendon's heavier burden in a custody-modification proceeding where Couch supplied the proper burden of proof necessitates our reversal of the trial court's judgment and our remand of the cause; moreover, it renders moot the mother's alternative contention that the trial court's judgment was erroneous even if the McLendon standard were properly applicable to her petition to modify. On remand, the trial court will be free to consider whether a change in custody, or some other alternative relief, is in the best interests of the children.
REVERSED AND REMANDED.
CRAWLEY and THOMPSON, JJ., concur.
YATES, P.J., and MURDOCK, J., concur in the result, without writing.
Reference
- Full Case Name
- Sherry D. Roth Rehfeld v. Karl D. Roth.
- Cited By
- 36 cases
- Status
- Published