HomeMy WebLinkAbout00-1052 SupportSARAH E. HEITZMAN-NOLTE,:
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vo
CIVIL ACTION - SUPPORT
CARL R. NOLTE,
Defendant
PACSES NO. 978102896
NO. 00-1052 SUPPORT
IN RE: PLAINTIFF'S EXCEPTIONS TO MASTER'S REPORT
PURSUANT TO RULE 1910.12(f)
BEFORE OLER, J.
OPINION and ORDER OF COURT
OLER, J., April 4, 2003.
In this child support case, Plaintiff mother has filed a petition to continue
Defendant father's child support obligation beyond the eighteenth birthday of the parties'
child, who suffers from congenital blindness, which, Plaintiff mother asserts, prevents the
child from supporting himself. Following a hearing before the Cumberland County
Support Master, an interim order of court, based on the Support Master's report and
recommendation, was entered directing that Defendant father's child support obligation
would terminate on the child's eighteenth birthday. For disposition at this time are
exceptions to the Support Master's report and recommendation filed by Plaintiff mother.
For the reasons stated in this opinion, the exceptions will be dismissed.
STATEMENT OF FACTS
Plaintiff Sarah E. Heitzman-Nolte and Defendant Carl R. Nolte are married but
separated, and both currently reside in Carlisle, Cumberland County, Pennsylvania. The
parties are the parents of Andrew J. Nolte, born August 8, 1984.~
On June 24, 2002, following a hearing before the Support Master, an order was
entered in which Defendant father was obligated to pay spousal support in the amount of
$438.00 per month and child support, for Andrew, in the amount of $778.00 per month.2
~ N.T. 3, Supp. Master Hr'g, Oct. 15, 2002 (hereinafter N.T. ~; Supp. Master's Report
and Recommendations, filed Oct. 22, 2002, paras. 1-4.
On August 2, 2002, Plaintiff mother filed a petition to continue Defendant father's
child support obligation beyond Andrew's eighteenth birthday, on August 8, 2002.3 At
the hearing on the petition, Plaintiff mother presented uncontradicted evidence that
Andrew has suffered from congenital blindness since birth.4 Plaintiff mother argued that
this condition prevents Andrew, who began attending Messiah College on a full
scholarship in September 2002,5 from obtaining employment to support himself and that,
therefore, Defendant father's child support obligation should continue.
In support of this contention, Plaintiff mother presented the testimony of a
counselor with the Pennsylvania Bureau of Blindness and Visual Services, which
provided resource and financial assistance to Andrew,6 and of the owner of a business,
which provided computer hardware and software to help Andrew complete his
educational assignments.7 The witnesses testified that Andrew requires resource
assistance to complete most tasks and that he qualified for state support due to his
disability; however, neither could testify that Andrew was unable to obtain employment
to support himself because of his disability.8 According to the testimony of the counselor
with the Bureau of Blindness and Visual Services, which also provides employment
2 The Support Master determined that the net monthly incomes of Plaintiff mother and
Defendant father are, respectively, $1,787.49 and $3,992.47. Supp. Master's Report and
Recommendations, filed Oct. 22, 2002, para. 7. For purposes of this case, the parties
stipulated that their incomes have not changed since that time. N.T. 2.
3N.T. 2-3.
4 N.T. 31-32.
5 N.T. 29, 41-43. As the Support Master noted, "[s]cholarships and grants cover all of
Andrew's college expenses." Supp. Master's Report and Recommendations, filed Oct.
22, 2002, para. 10. Andrew, who is a National Merit Scholar, is planning to enter the
ministry upon completion of college. N.T. 39-41.
6N.T. 4-6, 10-11, 13-14.
7 N.T. 18-20, 22-23.
8 N.T. 8, 11.
2
placement assistance, Andrew had not sought help in obtaining a part-time or full-time
job.9
Plaintiff mother and Andrew testified that Andrew, with the assistance provided
by Pennsylvania Bureau of Blindness and Visual Services, has been able to navigate
successfully the college grounds and to handle his coursework.~° Andrew lives in a
dormitory room while at college, but returns to Plaintiff mother's home during breaks. ~
Andrew's roommate and other classmates assist him in daily activities, but Andrew is
generally able to perform daily functions independently.~2 Andrew has never held a job,
and does not intend to obtain one during his post-secondary studies.~3 Plaintiff mother
generally drives Andrew off-campus when necessary. ~4
On October 22, 2002, the Support Master filed a report recommending that
Plaintiff mother's petition to continue child support be denied.~5 The Support Master,
after reviewing the testimony of Plaintiff mother's witnesses, stated that, although
"Andrew has a physical handicap," he is "extremely intelligent" and "appears to be
handling college life as well as any new freshman," and the report distinguished other
cases, in which a continuing obligation of support had been imposed, involving children
who were mentally disadvantaged.~6 The report noted that Andrew "is doing everything
possible to be a regular college student," but that he "is not making an effort to be self-
supporting." The Support Master concluded that, "[m]ost importantly, for the purposes of
9 N.T. 10-14.
l0 N.T. 32-38, 57-59.
~ N.T. 30-34, 57-58.
~2 N.T. 34-38.
~3 N.T. 48-49, 59. But see N.T. 53-54 (testimony of Andrew) ("I worked under -- well, I
worked for a family at my friend's church one summer, but it was about my only work
experience.").
~4 N.T. 46, 57.
~5 Supp. Master's Report and Recommendations, filed Oct. 22, 2002.
3
this case, neither he nor the Plaintiff [mother] have met the burden of proof that his
physical condition prevents him from being self-supporting.''~7 Accordingly, an interim
order of court denying Plaintiff mother's petition was entered.~8
On April 5, 2002, Plaintiff mother filed exceptions to the Support Master's Report
and Recommendation in which she made the following contentions:
1. The Support Master's Report and Recommendation... is
against the weight of the evidence.
2. The Support Master's Report and Recommendation is
contrary to law.
3. The Master erred in determining that Andrew James Nolte,
who is blind since birth, did not prove the conditions which make it
impossible currently for him to be employed.
4. The Master erred in determining that, because Andrew James
Nolte is on the opposite end of the intellectual spectrum from the adult
children in [cases in which a continuing obligation of support had been
imposed], he is not entitled to support from [Defendant] father ....
[5.-6.] The Master erred in determining that, because Andrew James
Nolte is extremely bright[,] attends college,... [and] is doing everything
possible to be a regular college student despite his blindness, he is not
making an effort to be self-supporting.
7. The Master erred in determining that neither Andrew James
Nolte nor Plaintiff [mother] met the burden of proving that Andrew James
Nolte's blindness prevents him from being currently self-supporting.
[8.-9.] The Master erred in determining that Andrew James Nolte
resides in a college dormitory [and] ... will return to [Plaintiff mother's]
home during breaks from college.
10. The Master erred in recommending that the Court terminate
[Defendant father' s] child support obligation.
11. The Master's recommendation to terminate [Defendant
father's] child support obligation shifted the full responsibility for Andrew
~7 ld'
la Order of Ct., Oct. 22, 2002. In light of the changes in the parties' respective incomes
effected by the termination of Defendant father's child support obligation, and in
accordance with the Pennsylvania Rules of Civil Procedure, the order increased
Defendant father's spousal support obligation from $438.00 per month to $882.00 per
month effective August 8, 2002. Id. Neither party has challenged this aspect of the order.
4
James Nolte's support to Plaintiff [mother], in contravention of well-settled
law.19
Briefs were submitted by both parties on the issues presented by the exceptions.
DISCUSSION
Statement of Law
Review of Exceptions to Support Master's Report. In child support cases, the trial
court should give a report issued by a support master the "fullest consideration,"
particularly with respect to the credibility of witnesses, but the court still must conduct its
own review of the evidence to determine whether the master's recommendations are
proper. Goodman v. Goodman, 375 Pa. Super. 504, 507, 544 A.2d 1033, 1035 (1988);
Gomez v. Gomez, 11 Phila. Co. Rptr. 211, 226-27 (1984). With respect to the issues
raised by exceptions filed by a party to a master's report, "[i]t is the sole province and the
responsibility of the [trial] court to set an award of support, however much it may choose
to utilize a master's report." Goodman, 375 Pa. Super. at 507-08, 544 A.2d at 1035; see
also Pa. R.C.P. 1910.12(f)-(h) (stating that, if no exceptions are filed to certain issues in
master's report and interim order, those issues are not presented for review).
Obligation of Support. The obligation of both parents to support their minor
children is "nearly absolute"; however, this obligation is generally presumed to be
discharged when the child reaches the age of eighteen and has graduated from high
school. Hanson v. Hanson, 425 Pa. Super. 508, 512, 625 A.2d 1212, 1214 (1993); see
Blue v. Blue, 532 Pa. 521, 529, 616 A.2d 628, 632 (1992);20 see also Act of Oct. 30,
19 PI.'s Exceptions to Master's Report Pursuant to Rule 1910.12(f), filed Nov. 1, 2002.
20 In Blue v. Blue, 532 Pa. 521, 616 A.2d 628 (1992), the Pennsylvania Supreme Court
declined to follow Pennsylvania Superior Court precedent by holding that parents are not
obliged to support their children's post-secondary education, but that "a parental duty of
support is owed until a child reaches 18 or graduates from high school, whichever event
occurs later." Id at 529, 616 A.2d at 632. The following year, this holding was
superseded by the enactment of Act 62 of 1993, see Act of July 2, 1993, P.L. 431, 23 Pa.
C.S. §4327 (1993), which provided that "[t]he responsibility to provide for
postsecondary educational expenses is a shared responsibility between both parents" and
that "a court may order either or both parents who are separated, divorced, unmarried or
otherwise subject to an existing support obligation, to provide equitably for educational
1985, P.L. 264, 23 Pa. C.S. § 4321 (2001) (providing that "[p]arents are liable for the
support of their children who are unemancipated and 18 years of age or younger," and
that "[p]arents may be liable for the support of their children who are 18 years of age or
older") (emphasis added), cited in Hanson, 425 Pa. Super. at 512, 625 A.2d at 1214. The
presumption of parental discharge upon the child's majority may be overcome only by
evidence that the child "has a physical or mental condition which exists at the time the
child reaches majority and prevents the child from being self-supporting or emancipated."
Crarvford v. Crarvford, 429 Pa. Super. 540, 551, 633 A.2d 155, 160 (1993) (citing
Hanson, 425 Pa. Super. 508, 625 A.2d 1212).
Thus, the party seeking to establish a support obligation on behalf of a child who
is over the age of eighteen and no longer in high school bears the burden of showing that
the child is neither "physically [nor] mentally able to engage in profitable employment"
and that "employment is [not] available to [the] child at a supporting wage." Hanson, 425
Pa. Super. at 512, 625 A.2d at 1214. In determining whether this burden has been met,
courts should consider, inter alia, the work history, educational level, mental and
emotional capacity, and medical needs of the child; however, evidence that a child suffers
from a disability is, without more, insufficient to prove entitlement to continuing support.
Id at 512-13, 625 A.2d at 1214; Crarvford, 429 Pa. Super. at 552, 633 A.2d at 160; see
also Verna v. Verna, 288 Pa. Super. 511, 516, 432 A.2d 630, 632 (1981). The dispositive
question in this analysis is whether an individual with the same mental and physical
characteristics as the child, but not necessarily similarly situated in terms of societal or
familial status, would be able to obtain supporting employment, sufficient to allow the
costs of their child whether an application for this support is made before or after the
child has reached 18 years of age." Id § 4327(a); see also Hecker v. 0 'Connell, 427 Pa.
Super. 608, 611, 629 A.2d 1036, 1037 (1993) (recognizing statute's effect of
"nullify[ing] Blue"). However, in Curtis v. Kline, 542 Pa. 249, 666 A.2d 265 (1995), the
Pennsylvania Supreme Court, while recognizing that the Pennsylvania legislature had
intended to displace the Blue decision, held that section 4327(a) violated the Equal
Protection Clause of the United States Constitution, see id at 253, 260, 666 A.2d at 267,
270, and, accordingly, Blue remains controlling precedent.
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individual to meet at least his or her reasonable living expenses.2~ See Blue, 532 Pa. at
529, 616 A.2d at 632 (stating that courts should not consider adult child's desire to attend
post-secondary education in determining need for support); DeWalt v. DeWalt, 365 Pa.
Super. 280, 286-87, 529 A.2d 508, 511-12 (1987) (stating that court should not consider
familial status in determining support obligation with respect to disabled adult child); see
also Hanson, 425 Pa. Super. at 512, 625 A.2d at 1214 (finding that adult child was
unemancipated although child was holding a full-time job); Verna, 288 Pa. Super. at 516,
432 A.2d at 632 (indicating that courts should not consider receipt of Social Security
benefits as evidence of lack of emancipation); York County Prob. Dep 't v. Creech, 12 Pa.
D. & C.4th 331, 334 (York 1991) (stating that court should not consider, in emancipation
analysis, intentional decision of child not to seek employment); cf Davis v. Davis, No.
2974, 1993 WL 211350, at *5-6 (Ohio Ct. App. June 16, 1993) (unpublished opinion)
(stating that, in determining whether disabled adult child is capable of self-support, courts
2~ This conclusion follows from the language used in those opinions articulating the
exception for post-minority age child support obligations. In determining whether a child
has the ability to be self-supporting, these opinions frame the inquiry only in terms of
whether, if necessary, the child could obtain employment that provides sufficient
earnings to meet the child's reasonable and essential needs, without consideration of
voluntary incurred obligations, financial or otherwise. See Hanson, 425 Pa. Super. at 512,
625 A.2d at 1214 (stating that test is whether child is "physically and mentally able" to
obtain employment at a supporting wage); DeWalt v. DeWalt, 365 Pa. Super. 280, 286,
529 A.2d 508, 511 (1987) (stating that courts should consider "reasonable" expenses).
Although certain aspects of the child's personal situation, including medical expenses and
physical and mental ability, are necessarily considered to determine employment
prospects and essential living costs, see, e.g., Hanson, 425 Pa. Super. at 512, 625 A.2d at
1214, the analysis is essentially objective in that courts generally disregard the child's
subjective characteristics, such as a desire to pursue post-secondary educational
opportunities, see Blue, 532 Pa. at 529, 616 A.2d at 632, in determining if the child lacks
the ability to obtain supporting employment. In this way, the standard for determining the
emancipation status of an adult child is similar to the "reasonable person" concept of tort
law. Cf Kuhns v. Brugger, 390 Pa. 331, 340, 135 A.2d 395, 401 (1957) ("Both an adult
and a minor are under an obligation to exercise reasonable care; however, the 'reasonable
care' required of a minor is measured by a different yardstick -- it is that measure of care
which other minors of like age, experience, capacity and development would ordinarily
exercise under similar circumstances."), cited in Stervart v. Motts, 539 Pa. 596, 604-05,
654 A.2d 535, 538-39 (1995).
7
should not consider charitable assistance and other funding specific to the individual's
personal situation).
Application of Law to Facts
In this case, the court is of the opinion that Plaintiff mother has failed to show that
Andrew's physical condition renders him unable to obtain self-supporting employment.
To prove entitlement to post-minority age child support, the burden is on the party
seeking support to establish that the child is neither "physically [nor] mentally able to
engage in profitable employment" and that "employment is [not] available to [the] child
at a supporting wage." Hanson, 425 Pa. Super. at 512, 625 A.2d at 1214. In the present
case, no evidence admitted at the hearing suggested that Andrew had sought employment
or that employment at a supporting wage was unavailable to him. Although Andrew's
disability may preclude him from obtaining employment that requires visual acuity, the
evidence in this case tended to show that Andrew, although legally blind, is able to
perform daily functions with a reasonable degree of independence22 and clearly has the
mental capability to engage in the occupation of his choice. As several witnesses for
Plaintiff mother testified, Andrew, like others in his position, has developed skills, such
as utilizing voice-recognition software and memorizing the layout of facilities, that have
allowed him to handle his academic requirements and that may be transferred to a
professional environment. Thus, Plaintiff mother has not met her burden of showing that
Andrew is unable to attain profitable employment, at least sufficient to cover necessary
living expenses, particularly in light of Pennsylvania's Human Relations Act, which
prohibits discrimination in hiring because of a "disability or the use of a guide or support
animal because of the blindness, deafness or physical handicap." Act of Oct. 27, 1955,
P.L. 744, as amended, 43 P.S. § 955 (West 2001).
2: Although Plaintiff mother's exceptions suggest that the Support Master erred in finding
that Andrew "resides in a college dormitory [and] . . . will return to [Plaintiff mother's]
home during breaks from college," see Pl.'s Exceptions to Master's Report Pursuant to
Rule 1910.12(0, filed Nov. 1, 2002, paras. 8-9, the court is of the opinion that these
findings were clearly supported by the testimony of both Plaintiff mother and Andrew.
In her brief, Plaintiff mother argued that the court should consider Andrew's
present situation as a college student, both in terms of the expenses and time commitment
involved, in determining whether he is able to support himself. However, the
determination of whether a child is "physically and mentally [un]able" to be self-
supporting is an objective standard, based on whether a child with the same physical and
mental characteristics would be able to attain employment sufficient to meet reasonable
living and medical expenses, and does not permit consideration of subjective aspects of
the child's life, including a desire to pursue post-secondary education)3 See Blue, 532 Pa.
at 529, 616 A.2d at 632. Andrew's intent to complete his academic program is
commendable; however, as the Pennsylvania Supreme Court has noted, at age eighteen, a
child is no longer a minor and is not, under the present state of the law, entitled to support
by a parent for a college education. Id. In the absence of a showing that individuals with
the same disability and needs as Andrew would be unable to function independently and
to obtain employment sufficient to cover necessary living expenses, the court is unable to
order post-minority age child support solely on the basis of Andrew's personal, albeit
admirable, desire to remain in college)4 Because Plaintiff mother has failed to carry the
burden of establishing Andrew's inability to obtain supporting employment, the court is
23 See supra note 21.
24 In her exceptions to the master's report, Plaintiff mother suggests that the Support
Master "erred in determining that, because Andrew James Nolte is extremely bright and
attends college, he is not making an effort to be self-supporting." Pl.'s Exceptions to
Master's Report Pursuant to Rule 1910.12(0, filed Nov. 1, 2002, paras. 5-6. This
contention misapprehends the focus of the analysis as being on the subjective motivation
of the child. Rather, as stated previously, the dispositive inquiry is whether an individual
with the same abilities as the child could obtain supporting employment. See Hanson,
425 Pa. Super. at 512, 625 A.2d at 1214. Clearly, by going to college, Andrew is seeking
to improve his prospects for a future career and is "making an effort to be self-
supporting" in the future. See N.T. 39 (testimony of Andrew) ("[M]y goal is to become
independent, to be able to support myself, to be able to live on my own .... "). However,
the Support Master was correct is stating that, at present, Andrew is not making an effort
to support himself. Because the child's present ability to obtain employment is the only
relevant consideration in such an analysis, the Support Master's finding in this respect
was supported by the evidence presented at the hearing.
9
constrained to order that Defendant father's child support obligation shall be terminated
effective as of Andrew's eighteenth birthday.
Because of the difficulties Andrew faces in performing tasks considered "routine"
by others and because of the remarkable manner in which he has dealt with these
obstacles, this case presents a sympathetic factual scenario in which an exception to an
otherwise firm rule might seem justified. However, as Justice Holmes cogently observed
nearly one hundred years ago: "[H]ard cases[] make bad law .... [I]mmediate interests
exercise a kind of hydraulic pressure which makes what previously was clear seem
doubtful, and before which even well settled principles of law will bend." N. Secs. Co. v.
United States, 193 U.S. 197, 400-01, 24 S. Ct. 436, 468, 48 L. Ed. 679, 726 (1904)
(Holmes, J., dissenting). Although the immediate interests involved in this case present a
difficult and unfortunate situation, sympathy alone does not provide a valid basis for the
court to deviate from a well-established rule.
For the foregoing reasons, the following order will be entered:
ORDER OF COURT
AND NOW, this 4th day of April, 2003, upon consideration of Plaintiff's
Exceptions to Master's Report Pursuant to Rule 1910.12(1), and for the reasons stated in
the accompanying opinion, the exceptions are dismissed and it is hereby ordered that the
interim order of court dated October 22, 2002, shall constitute a final order.
BY THE COURT,
s/ J. Wesley Oler, Jr.
J. Wesley Oler, Jr., J.
Michael R. Rundle, Esq.
Support Master
10
Theresa Barrett Male, Esq.
513 North Second Street
Harrisburg, PA 17101
Attorney for Plaintiff
Jacqueline Vemey, Esq.
44 South Hanover Street
Carlisle, PA 17013
Attorney for Defendant
11
SARAH E. HEITZMAN-NOLTE,:
Plaintiff
Vo
CARL R. NOLTE,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - SUPPORT
PACSES NO. 978102896
NO. 00-1052 SUPPORT
IN RE: PLAINTIFF'S EXCEPTIONS TO MASTER'S REPORT
PURSUANT TO RULE 1910.12(f)
BEFORE OLER, J.
ORDER OF COURT
AND NOW, this 4th day of April, 2003, upon consideration of Plaintiff's
Exceptions to Master's Report Pursuant to Rule 1910.12(1), and for the reasons stated in
the accompanying opinion, the exceptions are dismissed and it is hereby ordered that the
interim order of court dated October 22, 2002, shall constitute a final order.
BY THE COURT,
J. Wesley Oler, Jr., J.
Michael R. Rundle, Esq.
Support Master
Theresa Barrett Male, Esq.
513 North Second Street
Harrisburg, PA 17101
Attorney for Plaintiff
Jacqueline Verney, Esq.
44 South Hanover Street
Carlisle, PA 17013
Attorney for Defendant