In Re the Marriage of Dawn R. Heald and Todd R. Heald Upon the Petition of Dawn R. Heald, petitioner-appellant/cross-appellee, and Concerning Todd R. Heald, respondent-appellee/cross-appellant.
IN THE COURT OF APPEALS OF IOWA
No. 14-0777
Filed January 28, 2015
IN RE THE MARRIAGE OF DAWN R. HEALD
AND TODD R. HEALD
Upon the Petition of
DAWN R. HEALD,
Petitioner-Appellant/Cross-Appellee,
And Concerning
TODD R. HEALD,
Respondent-Appellee/Cross-Appellant.
________________________________________________________________
Appeal from the Iowa District Court for Linn County, Mary Chicchelly,
Judge.
Dawn Heald appeals from the district court’s denial of her application to
modify the physical care provision of the parties’ dissolution decree and its
attendant orders. Todd Heald cross-appeals. AFFIRMED AS MODIFIED ON
APPEAL. AFFIRMED ON CROSS-APPEAL.
Dawn D. Long of Howes Law Firm, P.C., Cedar Rapids, for appellant.
Stephen B. Jackson Sr. of Lynch Dallas, P.C., Cedar Rapids, for appellee.
Considered by Vogel, P.J., and Vaitheswaran and Potterfield, JJ.
2
POTTERFIELD, J.
Dawn Heald appeals from the district court’s denial of her application to
modify the physical care provision of the parties’ dissolution decree and its orders
regarding child support and a post-secondary education subsidy for the children.
Todd Heald cross-appeals the expansion of Dawn’s visitation and the amount of
her child support obligation.
I. Factual and Procedural Background
A trial took place on the parties’ dissolution of marriage in 2009. The
uncertainty pending the lengthy delay in the district court’s ruling and decree was
difficult for the parties. They eventually agreed to stipulate to a number of issues
in order to expedite the issuance of a decree. Dawn acquiesced to Todd’s
request that he retain physical care of their four children, though she has insisted
throughout the proceedings that both parties understood her concession of
physical care to be temporary while she finished pursuing a degree. 1 The
stipulation also provided that Dawn would forfeit all claim to Todd’s retirement
benefits in exchange for Todd’s waiver of child support.
The court issued its decree of dissolution integrating the stipulation on
April 28, 2010. The stipulation provided in part, “Each of the parties agree[s] to
work together so that their basic parenting schedule will be flexible in order to
accommodate each other’s schedules and the schedules of the child as they
both will agree.”
1
Dawn has since acquired her degree and has gained higher-paying employment as a
result.
3
Both before and since the decree, the parties’ relationship has been
strained. Dawn accuses Todd of using his award of physical care as a sword
against Dawn rather than a shield for the children by aggressively making
visitation an ordeal and constantly refusing requests to accommodate her
schedule. She accuses him of needlessly abusive language in their
communications.2 Todd characterizes Dawn as a liar whose recount of any
incident is chronically over-exaggerated. He asserts Dawn’s complaints about
his management of her visitation rights are without merit.
After a year of contentious visitation transfers, Dawn filed an application
for rule to show cause, alleging Todd was in contempt of court for intentionally
violating the visitation provisions of the decree. The application was eventually
voluntarily dismissed after Todd announced his intention that their children take
the witness stand. Dawn decided she would rather dismiss her claim than force
her children into the middle of the proceedings as primary witnesses.
Though the application was dismissed, the court ordered a family team
meeting. At that meeting, Dawn and Todd received a recommendation and
referral to co-parent counselling. Dawn inquired whether Todd was interested in
following up on that recommendation. He refused by responding, “The family
2
On June 25, 2010, he wrote, “It is shocking how easy you were replaced as a wife and
mom. . . . Read the decree . . . I got your input. I make the final decision. I have
primary physical care. I don’t have to do what you say. I [only] have to get your opinion.
You really have nothing . . . .” He also wrote, “Hire [a psychologist] for yourself . . . You
have needed one for years.”
In July 2012, Dawn had a scheduling conflict with her work that butted up against
her visitation period. She proposed that she pick up the children a few hours earlier than
usual. Todd belligerently refused, described the request as “unacceptable,” and feigned
benevolence by being “flexible” and allowing Dawn to either pick up the children later
than her normal time or not take them at all.
4
team meeting was a complete waste of time and any recommendations coming
out of that meeting are a joke.”
Since the decree, one of the four children has reached the age of majority.
Dawn petitioned the court to modify the decree and award her physical care of
the three minor children. Two of the three minor children joined Dawn’s request,
while the third asked that the parents share joint care. The oldest child testified
that she believes the minor children should remain in Todd’s care. Todd
requested the court leave physical care unchanged, arguing Dawn had failed to
prove a change in circumstances; he also requested the court award him child
support from Dawn, arguing his earlier waiver of support was not intended to be
permanent.
The district court held a trial on the parties’ modification requests. After
the trial it determined that a modification of physical care was not warranted
because there had been no substantial change in circumstances to support such
a change. However, it held there was a sufficient change in circumstances to
modify both the visitation and child support provisions of the decree. Pursuant to
the parties’ post-trial motions, the court modified its order as to visitation and
child support.3
Dawn now appeals, claiming the district court improperly denied Dawn’s
modification request regarding the physical care of the children. She also
appeals the award of child support to Todd and the court’s order that she
contribute to a post-secondary education subsidy for the children. She lastly
3
The court modified visitation and child support in a March 27, 2014 post-trial order. It
further modified child support in an April 9, 2014 post-trial order.
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appeals the district court’s refusal to award her attorney fees and requests
appellate attorney fees from this court. Todd cross-appeals, challenging the
district court’s post-trial modifications of visitation and child support. He further
appeals the district court’s failure to award child support retroactively.
II. Standard and Scope of Review
We review modifications of a dissolution decree de novo, giving weight to
the district court’s findings of fact, though those findings are not binding on us. In
re Marriage of Mihm, 842 N.W.2d 378, 381 (Iowa 2014).
We review the district court’s determination on the retroactivity of child
support for an abuse of discretion. See In re Marriage of Thede, 568 N.W.2d 59,
62–63 (Iowa Ct. App. 1997). We review the court’s disposition on the parties’
attorney fees for an abuse of discretion. See In re Marriage of Maher, 596
N.W.2d 561, 568 (Iowa 1999).
III. Discussion
A. Physical Care
Dawn first claims the district court incorrectly denied her request to modify
the physical care provision of the decree. In order to modify such a provision,
Dawn must establish that “conditions since the decree have so materially and
substantially changed that the children’s best interests make it expedient to make
the requested change.” In re Marriage of Grantham, 698 N.W.2d 140, 146 (Iowa
2005) (citing In re Marriage of Frederici, 338 N.W.2d 156, 158 (Iowa 1983)). The
change in circumstances must be permanent, it must be related to the welfare of
the children, and it must not have been within the contemplation of the court
when the decree was entered. Frederici, 338 N.W.2d at 158. All of these
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conditions must be proved by a preponderance of the evidence, and this burden
on the applicant is a heavy one. Id.
We agree with the district court that Dawn has not established that a
substantial change in circumstances has occurred since the entry of the decree
that would support a change of physical care. The poor communications
between the parties pre-dates the decree. Todd’s rigid enforcement of the terms
of the original decree are not a change in circumstance—the court and Dawn
should reasonably have contemplated the continuation of this behavior at the
time of the decree given Todd’s similar behavior prior to the decree.
Todd’s remarriage and the children’s relationship with their step-mother
are also not a substantial change in circumstances that would necessitate such a
modification. The well-being of the minor children does not appear to have been
adversely affected. They are, by all accounts, well-rounded and loving to both
parents. We also note that Dawn appears to be equally able but not more able to
minister to the children’s needs. See id.
We affirm the district court’s finding that there has not been a substantial
change in circumstance to support modification of the physical care provision of
the decree. Our affirmance also obviates Dawn’s alternative request for joint
physical care.
B. Child Support & Post-Secondary Education Subsidy
Dawn next appeals the district court’s award of child support to Todd. The
dissolution decree via the parties’ stipulation provided, “[B]ased upon the parties’
current income and financial circumstances and, pursuant to the parties’
agreement, the parties agree that good cause exists to deviate from the Child
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Support Guidelines, so as to do justice between the parties. Accordingly, no
child support is due from Dawn to Todd.” The district court held it could not
“assume that this lack of support was meant to last indefinitely.” It awarded Todd
child support.
For the district court to modify the child support provisions of the decree,
Todd must demonstrate that there has been a substantial change in
circumstances. See In re Marriage of Reitz, 585 N.W.2d 226, 229 (Iowa 1998).
Dawn argues there has been no such change. We disagree. The district court
relied on Iowa Code section 598.21C(2)(a) (2013), which provides there is—per
se—a substantial change in circumstances “when the court order for child
support varies by ten percent or more from the amount which would be due
pursuant to the most current child support guidelines.”4 The modification of child
support to match the guidelines was proper.
However, Dawn asserts the district court’s modification deviated from the
guidelines without sufficient written findings to support them. See Iowa Ct. R.
9.11. First, she claims the court should reduce its calculation based on the fact
that there is a cheaper health benefits package Todd could enroll in. We find the
district court’s reliance on the actual cost of the family’s health care is proper and
not a deviation.
4
This is a statutory alternative to a finding of a substantial change in circumstances
under section 598.21C(1). See Mihm, 842 N.W.2d at 386. Dawn’s supporting facts for
her argument that there is no substantial change in circumstances relate only to section
598.21C(1). Though we agree there has been no change that was not contemplated by
the parties or the court, section 598.21C(2)(a) establishes a substantial change upon
which modification is proper notwithstanding the plain language of the stipulated decree.
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Second, she argues the district court’s order that she contribute fifty
percent of the costs of “extracurricular activities and extraordinary expenses”
during the summer months renders her doubly liable for those costs since they
should be paid out of her child support payments. We agree. Extracurricular
activity expenses and costs of recreational activities “fall squarely within the
realm of childrearing expenses contemplated by our guidelines.” In re Marriage
of McDermott, 827 N.W.2d 671, 686 (Iowa 2013). This portion of the district
court’s order is a deviation from the guidelines that was not necessary to avoid
injustice to the parties. We modify the order to reflect that Dawn need not
contribute to the costs of “extracurricular activities and extraordinary expenses”
during the summer or the school year. Her child support payments provide for
those expenses.
In all other respects, the district court’s child support order is supported by
a statutorily-established substantial change in circumstances and comports with
the guidelines to achieve the best interests of the children. We affirm as
modified.
Dawn briefly contests the district court’s order that she contribute to a
post-secondary education subsidy for her children. See Iowa Code § 598.21F
(“The court may order a postsecondary education subsidy if good cause is
shown.”). However, the district court’s order is consistent with the requirements
of section 598.21F. We affirm.
C. Post-Trial Modifications
Todd cross-appeals, claiming the district court’s rulings on two post-trial
motions were improper. He claims the district court relied upon facts not in
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evidence to extend additional summer visitation to Dawn.5 However, on our de
novo review, we consider only relevant facts in evidence and conclude that the
district court’s summer visitation schedule is proper and in the best interest of the
children. Todd’s assertion that “[b]oth parties admit that their relationship will not
support such a schedule” intentionally misstates Dawn’s position and is not
persuasive. We decline to disturb the trial court’s post-trial rulings on visitation.
Todd also challenges the district court’s post-trial modifications of child
support calculations. As discussed above, we find the calculations relied upon to
be proper, and we will not disturb them. We affirm the trial court’s post-trial
modifications to visitation and child support.
D. Retroactive Child Support
Todd further claims on cross-appeal that the district court abused its
discretion in failing to award him maximum retroactive child support. See Iowa
Code § 598.21C(5) (“[C]hild support awards . . . which are subject to a
modification proceeding may be retroactively modified.”). Awarding child support
retroactively is permissive, not mandatory, and a district court has great
discretion is determining whether it should issue such an order. See Iowa Dep’t
of Soc. Servs. ex rel. Welter v. Kitner, 512 N.W.2d 309, 313 (Iowa Ct. App.
1993). There are no circumstances in this case that persuade us such an award
was necessary. The district court did not abuse its discretion.
5
More precisely, he claims the district court failed to provide any factual or legal basis
for its modification of visitation and therefore we should presume it relied on facts not in
evidence.
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E. Attorney Fees
Dawn lastly asks for trial and appellate attorney fees. The district court
ordered both parties to bear their own legal costs. It holds considerable
discretion to do so. See In re Marriage of Schenkelberg, 824 N.W.2d 481, 488
(Iowa 2012). Nothing in the record indicates the court’s order was an abuse of
that discretion. We affirm. We exercise our own discretion to order each party to
bear its own appellate attorney fees and costs on appeal.
IV. Conclusion
The district court’s orders regarding physical care, the post-secondary
education subsidy, attorney fees, and retroactive child care are proper, and we
affirm them. Its orders regarding the modification of child support payments was
proper except insofar as it requires Dawn to make additional contributions to
expenses that the guidelines already sufficiently contemplate. We modify the
order to ensure Dawn is not doubly responsible for these expenses. In all other
respects, we affirm.
AFFIRMED AS MODIFIED ON APPEAL. AFFIRMED ON CROSS-
APPEAL.