FOR PUBLICATION
ATTORNEY FOR APPELLANT
: ATTORNEY FOR APPELLEE:
D. ERIC HALL DAVID W. STONE, IV
Anderson, Indiana Anderson, Indiana
IN THE
COURT OF APPEALS OF INDIANA
BRUCE SNOW, )
)
Appellant-Petitioner, )
)
vs. ) No. 48A02-0402-CV-137
)
ANITA R. (SNOW ) RINCKER, )
)
Appellee-Respondent. )
APPEAL FROM THE MADISON SUPERIOR COURT
The Honorable Thomas Newman, Jr., Judge
Cause No. 48D03-8506-DR-370
March 22, 2005
OPINION - FOR PUBLICATION
BAKER, Judge
Poverty is no disgrace to a man, but it is confoundedly inconvenient.
Sydney Smith, from His Wit and Wisdom. Today, appellant-petitioner Bruce Snow brings
four issues before us, which we consolidate and restate as: (1) whether the
trial court abused its discretion by ordering Snow to pay a portion of
his twenty-year-old daughter Meghans college expenses; (2) whether the trial court abused its
discretion by including certain expenses as educational expenses; and (3) whether the trial
court erred in refusing to order appellee-respondent Anita RinckerSnows former spouseto pay a
portion of the college expenses. While it was within the discretion of
the trial court to order Snow to help pay for Meghans higher education
expenses, the trial court abused its discretion in making this award because it
reduces Snow to the confoundedly inconvenient state of poverty. Finding no other
error, we affirm in part, reverse in part, and remand for a recalculation
of Snows obligation with regard to Meghans higher education expenses.
FACTS
Snow and Rincker were married and had one child, Meghan, who was born
on October 4, 1982. The parties divorced in August 1985, and the
trial courts order required Snow to pay $75.00 a week in support, maintain
life insurance for Meghan, provide health insurance for Meghan, and pay health expenses
over $30.00. The order did not require Snow to pay Meghans college
expenses. Snow works as an estimator at a body shop and earns
$41,700 a year, and he is not remarried. Rincker is remarried and
earns approximately $28,900 a year. Thus, Rincker earned 41% and Snow earned
59% of the parties combined income.
Meghan is an excellent student who attended the Indiana Academy at Ball State
University, which is an honors program for qualified high school students. After
high school, she attended Saint Louis University with a major in Health Information
Management. This course of study is offered at only a limited number
of universities throughout the country. As an undergraduate, Meghan received a partial
scholarship in the amount of $5,100 per semester. Snow did not contribute
to Meghans educational expenses during her first three years at Saint Louis University.
Instead, Rincker borrowed $50,000 to pay for Meghans first three years of
college, and Meghan incurred $11,000 in student loans and was employed in a
work/study program at school for fifteen hours a week.
Meghan was a senior at Saint Louis University during the 2003-2004 year.
The tuition for the 2003-2004 school year was $22,050, reduced by the scholarships
of $10,200. Thus, Meghans total expenses for the 2003-2004 school year, including
tuition not covered by scholarships, room and board, parking, student fees, books, car
insurance, gasoline, license plates, school supplies, utilities, cell phone payment, and clothing, were
estimated at $26,549.
Meghan wants to pursue a Masters degree in Health Administration during the 2004-2005
school year and an accelerated nursing degree during the summer of 2005 and
the 2005-2006 school year. Meghan will not be eligible for a scholarship
while participating in the masters program or the accelerated nursing degree program.
Meghan anticipates that tuition for the 2004-2005 school year will be $41,400, tuition
for the summer of 2005 will be $6,225, and tuition for the 2005-2006
school year will be $14,940. Meghan further anticipates that her expenses for
room, board, books, and other miscellaneous expenses will remain the same as previous
years. Thus, the anticipated total cost for the 2004-2005 school year is
$56,026, the cost for the summer of 2005 is $13,511, and the cost
for the 2005-2006 school year is $29,548.
In August 2003, Rincker filed a petition requesting that Snow be responsible for
his proportionate share of [Meghans] higher education expenses. Appellants App. p. 5.
At a hearing on the matter, Rincker also argued that Snow was
in contempt for failing to provide health insurance to Meghan, failing to make
weekly deposits into a savings account for Meghan, and failing to maintain the
$50,000 life insurance policy for Meghan. After a hearing, the trial court
entered the following order:
The Court clears [Snow] of any contempt in this matter for two reasons[:]
(1) That [Rincker] failed to petition the court for citation until this late
date and secondly that the violations are minor. (2) In regard to
the petition to modify for a portion of [Meghans] higher education expenses, the
Court orders [Snow] to pay Fifty Nine Percent (59%) of [Meghans] school expenses
at St. Louis University for the year 2003 to 2004.
The expenses are Twenty Six Thousand Five Hundred Forty Nine Dollars and Thirty
Eight Cents ($26,549.38) and Fifty Nine Percent (59%) of said expenses is the
sum of Fifteen Thousand Six Hundred Sixty Four Dollars and Thirteen Cents ($15,664.13).
This payment shall be made within a period of Ninety (90) days.
Further the Court orders [Snow] to pay for the following two (2) years
2004 to 2005 and 2005 to 2006. The Court orders [Meghan] to
be responsible for one-third (1/3) or her college expenses and [Snow] to be
responsible for Fifty Nine Percent (59%) of the expenses over and above the
one-third (1/3) and to be payable at the rate of One Hundred Dollars
($100.00) per week. First payment commencing at the time of [Meghans] enrollment
and acceptance at the University.
The Court further finds that [Meghan] is emancipated and that the support of
Seventy Five Dollars ($75.00) per week is hereby terminated.
Each party is to pay their own attorney fees.
Appellants App. p. 3-4. Snow now appeals.
DISCUSSION AND DECISION
I. Payment of Higher Education Expenses
Snow first argues that the trial court erred in ordering him to pay
Meghans educational expenses. Specifically, he contends that his income is insufficient to
pay the court-ordered portion of Meghans expenses and that his contribution should have
been capped based upon costs at a level consistent with the tuition and
costs at a state-supported university or college in Indiana.
Our supreme court has held when the apportionment of college expenses is at
issue, the clearly erroneous standard . . . governs appellate review. Carr
v. Carr, 600 N.E.2d 943, 945 (Ind. 1992). When the decision to
order the payment of extraordinary educational expenses is challenged, however, review should continue
to be for abuse of discretion. Id. Here, Snow challenges the
trial courts decision to order the payment of extraordinary educational expenses. Thus,
under Carr, we review the trial courts order for an abuse of discretion.
As a result, [r]eversal is appropriate only if we find the trial
courts decision is against the logic and effect of the facts and circumstances
before the Court or the reasonable inferences drawn therefrom. In re B.H.,
770 N.E.2d 283, 288 (Ind. 2002).
Although a parent is under no absolute legal duty to provide a college
education for his children, a court may nevertheless order a parent to pay
part or all of such costs when appropriate. Claypool v. Claypool, 712
N.E.2d 1104, 1109 (Ind. Ct. App. 1999), trans. denied. Ind. Code §
31-16-6-2 (1998) governs educational support and provides:
The child support order or an educational support order may also include, where
appropriate:
amounts for the childs education in elementary and secondary schools and at institutions
of higher learning, taking into account:
the childs aptitude and ability;
the childs reasonable ability to contribute to educational expenses through:
work;
obtaining loans; and
obtaining other sources of financial aid reasonably available to the child and each
parent; and
the ability of each parent to meet these expenses;
special medical, hospital, or dental expenses necessary to serve the best interests of
the child; and
fees mandated under Title IV-D of the federal Social Security Act (42 U.S.C.
651 through 669).
If the court orders support for a childs educational expenses at an institution
of higher learning under subsection (a), the court shall reduce other child support
for that child that:
is duplicated by the educational support order; and
would otherwise be paid to the custodial parent.
Further, the commentary to Ind. Child Support Guideline 6 addresses educational support and
provided the following at the time of Rinckers petition and the hearing:
See footnote
Extraordinary educational expenses may be for elementary, secondary or postsecondary education, and should
be limited to reasonable and necessary expenses for attending private or special schools,
institutions of higher learning, and trade, business or technical schools to meet the
particular educational needs of the child.
* * * * *
b. PostSecondary Education. The authority of the Court to award postsecondary educational expenses
is derived from IC 311662. It is discretionary with the court to award
postsecondary educational expenses and in what amount. In making such a decision, the
court should consider postsecondary education to be a group effort, and weigh the
ability of each parent to contribute to payment of the expense, as well
as the ability of the student to pay a portion of the expense.
If the Court determines that an award of postsecondary educational expenses is appropriate,
it should apportion the expenses between the parents and the child, taking into
consideration scholarships, grants, student loans, summer and school year employment and other costreducing
programs available to the student. These sources of assistance should be credited to
the childs share of the educational expense.
* * * * *
The court may limit consideration of college expenses to the cost of state
supported colleges and universities or otherwise may require that the income level of
the family and the achievement level of the child be sufficient to justify
the expense of private school.
Child.Supp. G. 6, commentary. In determining whether to order either or both
parents to pay sums toward their childs college education, the court must consider
whether and to what extent the parents, if still married, would have contributed
to the childs college expenses. Neudecker v. Neudecker, 577 N.E.2d 960, 962
(Ind. 1991).
The trial court ordered Snow to pay 59% of the $26,549.38 cost of
Meghans schooling for the 2003-2004 school year, or $15,664.13. Snow points out
that this amount is 37% of his annual income of $41,704. As
for the 2004-2005 school year and the 2005-2006 school year, the trial court
ordered Meghan to pay 33% of the cost and Snow to pay 59%
of the remainder at the rate of $100 per week. This amounts
to a total cost to Snow of $22,037 for the 2004-2005 school year,
$5,314 for the summer of 2005, and $11,622 for the 2005-2006 school year.
Snow argues that the cost of Meghans college expenses at Saint Louis
University is beyond his ability to pay. He contends that his contribution
should have been capped at the costs of a state-supported university.
See Million v. Swager, 807 N.E.2d 140 (Ind. Ct. App. 2004) (upholding trial
courts order to pay college expenses at Cornell University where the obligation was
capped at $4,000.00 per year, which is approximately one third of the expenses
at a state school, in recognition of the parents incomes).
Although the language of Child Support Guideline 6 is optional, we agree with
Snow that the trial court should have capped his contribution at the costs
of a state-supported university. The order requires Snow to pay 59 percent
of the balance of Meghans college expenses. Whether or not Snow presented
evidence of his expenses, it is apparent that this is a significant burden
for someone who earns approximately $41,700 per year. After deducting from Snows
income for federalSee footnote and state
See footnote taxes, the order leaves Snow with approximately $18,757
during the 2003-04 school year with which he can support himself.See footnote The
situation only worsens in the 2004-05 school year and 2005 summer session, when
his obligation increases to $27,351. Assuming Snows gross pay remains relatively static,
this portion of the order requires Snow to pay approximately 79 percent of
his gross wagesSee footnote for that school year toward Meghans higher education expenses, leaving
him with a mere $7,070 on which he can live. This is
well below the 2004 poverty level for a one-person household of $9,827 per
year.See footnote It was an abuse of discretion for the trial court to
plunge a father into poverty to pay for a degree that could be
earned at a less expensive, state-supported university. Because the order requires Snow
to pay such an excessive portion of his gross income for Meghans schooling,
it appears that perhaps the trial court was trying to even the playing
field, considering Rincker had incurred $50,000 in prior loans for Meghans schooling while
Snow had not contributed to her higher education expenses. If that is
the case, we cannot condone an order of makeup payments, especially considering Rincker
did not request of the trial court that Snow contribute to Meghans higher
education expenses until shortly before her twenty-first birthday.
Even though the trial court ordered Snow to pay the 2004-05 and 2005-06
expenses at the rate of $100 per week, the order required Snow to
pay the 2003-04 expenses of $15,664.13 in a lump sum. The lump
sum in addition to the enormity of the percentage of Snows salary that
is in question leads us to conclude that we must reverse the order
of the trial court on this issue.
II. Certain Expenses Included as Educational Expenses
Snow next contends that the trial court erred in not defining the terms
school expenses and college expenses in its order. Specifically, he argues that
his obligation should not be calculated to include certain expenses, such as car
payments, parking, car insurance, gasoline, license plates, utilities, clothing, and a cell phone.
We note that the trial court has discretion to determine what is included
in educational expenses. Warner v. Warner, 725 N.E.2d 975, 979 (Ind. Ct.
App. 2000). The commentary to Ind. Child Support Guideline 6 gives guidance
on items included in educational expenses and provides:
A determination of what constitutes educational expenses will be necessary and will generally
include tuition, books, lab fees, supplies, student activity fees and the like. Room
and board will also be included when the student resides on campus or
otherwise is not with the custodial parent.
In discussing the post-secondary education worksheet, the commentary also provides that the trial
court may wish to consider in the category of Other educational costs (Line
B(5) of the Worksheet) such items as transportation, car insurance, clothing, entertainment and
incidental expenses. Id.
Initially, we note that Meghans car was paid off, and the trial court
did not order Snow to pay any expense related to a car payment.
Exhibit B. All of the other expenses of which Snow complains
fit squarely within the definition of Other education expenses that the trial court
may consider. Even though the trial court was not required to consider
these expenses, we cannot say that it was an abuse of discretion to
do so. As for Snows contention that school expenses and college expenses
were not specifically defined, the trial court relied upon Respondents Exhibit B, which
contains an itemized list of Meghans expenses, in fashioning its order. Thus,
the items included within school expenses or college expenses were sufficiently identifiable.
III. Failing to Order Rincker to Contribute
Finally, Snow avers that the trial court erred in failing to require Rincker
to pay her proportionate share of Meghans educational expenses. Specifically, he contends
that the trial court specifically stated his and Meghans obligations in the order,
but abused its discretion by failing to spell out Rinckers obligation.
When assessing a challenge to the language of a judgment, we will read
the judgments provisions together in order to render the judgment effective. Brown
v. Brown, 581 N.E.2d 1260, 1263 (Ind. Ct. App. 1991). In so
doing, we may look at the entire record, including, but not limited to,
the complaint, findings, and evidence to ascertain the judgments meaning and effect.
Id. Given the presumption that a trial court intended its judgment to
be valid and not void . . . , we will liberally construe
the trial courts judgment to make it serviceable, not useless. Otto v.
Park Garden Assoc., 612 N.E.2d 135, 140 (Ind. Ct. App. 1993), trans. denied.
While it is true that the trial courts order does not specifically mention
Rincker, it implies that she is required to pay the remaining 41% of
Meghans expenses that are not covered by scholarships or allocated to Snow or
to Meghan. This is a reasonable interpretation of the judgment, and we
find no merit to a claim of error based on this issue.
CONCLUSION
In light of the above conclusions, we find that the trial court erred
in ordering Snow to pay so much of Meghans higher education expenses.
We further find that the definition of school expenses and education expenses was
easily ascertainable and included appropriate items. Finally, we find that the trial
courts order impliedly requires Rincker to pay any education expenses that are not
covered by scholarship or allocated to Snow or to Meghan.
The judgment of the trial court is affirmed in part, reversed in part,
and remanded with instructions to cap Snows expenses based upon costs consistent with
tuition and costs at a state-supported university.
FRIEDLANDER, J., concurs.
SHARPNACK, J., concurring in part and dissenting in part.
IN THE
COURT OF APPEALS OF INDIANA
BRUCE SNOW, )
)
Appellant-Petitioner, )
)
vs. ) No. 48A02-0402-CV-137
)
ANITA F. (SNOW) RINCKER, )
)
Appellee-Respondent. )
)
SHARPNACK, JUDGE, concurring in part and dissenting in part
I respectfully concur in part and dissent in part. I agree
that the trial court did not abuse its discretion by including certain expenses
as educational expenses and that the trial court did not err by failing
to specifically order Rincker to pay a portion of the education expenses.
However, I disagree that the trial court abused its discretion by ordering Snow
to pay a portion of Meghans expenses at St. Louis University.
Snow argues that the cost of Meghans college expenses at St. Louis University
is beyond his ability to pay and that his contribution should have been
capped at the cost of state-supported school. I disagree for two reasons.
First, my review of the record reveals little about Snows financial status
except that Snow makes $41,700 and is not married. Snow presented no
evidence of his expenses, tax burdens, or the poverty level and presented no
factual basis for us to determine that the trial courts order is an
abuse of discretion. Other than his assertions that the expense of Meghans
college is excessive, Snow has made no showing of an unacceptable economic burden.
Further, the trial court took Snows ability to pay into consideration by
ordering him to pay the graduate school expenses at the rate of $100.00
per week rather than in a lump sum.
Second, although the commentary to Ind. Child Support Guideline 6 provides that the
trial court may limit consideration of college expenses to the cost of state
supported colleges and universities or otherwise may require that the income level of
the family and the achievement level of the child be sufficient to justify
the expense of private school, the commentary does not mandate that the trial
court limit the expenses to the cost of state schools. Child.Supp. G.
6, commentary (emphasis added). While the limitation of college expenses to the
cost of a state school may be reasonable in particular circumstances, see Million,
807 N.E.2d at 145, it is not a benchmark. Rather, the particular
circumstances of the case must be considered.
Here, Meghan is an exceptional student, and her particular course of study is
offered only at a limited number of colleges in the United States.
Further, Snow offered nothing regarding his financial status other than his gross income
to establish what a burden Meghans college expenses at St. Louis University might
be. Thus, while limiting college expenses to the cost of a state
school, as the trial court did in Million, may be an acceptable resolution
in some circumstances, I cannot conclude under the circumstances presented in the record
before us that the trial court abused its discretion by choosing to do
otherwise. Consequently, I respectfully concur in part and dissent in part.
Footnote:
The commentary to Ind. Child Support Guideline 6 was amended on Sept.
10, 2003, effective Jan. 1, 2004.
Footnote:
The 2003 federal tax rates for an individual are 10% on the
first $7,000 of income, 15% on income between $7,000 and $28,400, and 25%
on income between $28,400 and $68,800. This yields an approximate tax of
$6,023 on $41,700 of annual income assuming that Snow uses only the standard
deduction of $4,750. Internal Revenue Service, Revised 2003 Tax Schedule Rates at
http://www.irs.gov/formspubs/article/0,,id= 109877,00.html (last visited February 24, 2005).
Footnote: The 2003 Indiana tax rate for individuals is 3.4% for all taxable
income. This yields an approximate tax of $1,256 on $36,950 (his federal
adjusted gross income) of income. Indiana Department of Revenue, 2003 IT-40 Form
at http://www.in.gov/dor/taxforms/03pdfs/03-it40frm.pdf (last visited February 28, 2005).
Footnote: 15,664 + 1,256 + 6,023 = 22,943; 41,700 22,943 = 18,757.
Footnote: 22,037 + 5,314 = 27,351; 41,700 6,023 1,256 = 34,421;
27,351 / 34,421 = 79.46%
Footnote: U.S. Census Bureau, Poverty Thresholds 2004 at http://www.census.gov/hhes/poverty/threshld/ thresh04.html (last visited February
28, 2005).