CHARLES C. WILLIAMSON, Plaintiff, ELIZABETH G. WILLIAMSON,
Defendant
Divorce--alimony--attorney fees--failure to make sufficient findings of fact and conclusions
of law
The trial court erred by awarding defendant wife permanent alimony and attorney fees
without making sufficient findings of fact and conclusions of law to support its order, because: (1)
the trial court did not make specific findings of the ultimate facts as required by N.C.G.S. § 1A-1,
Rule 52(a)(1), but instead made mere recitations of the evidence that do not reflect the processes
of logical reasoning; (2) the trial court did not provide any reasoning as required by N.C.G.S. §
50-16.3A(c) for the $1,500 monthly amount, why the award was permanent, and why it would be
paid directly to the clerk of court; (3) the trial court did not make findings of fact as to the nature
and scope of legal services rendered, the skill and the time required upon which a determination of
reasonableness of the attorney fees can be based; and (4) the trial court's conclusions of law
constitute bare conclusions unaccompanied by supporting grounds in violation of N.C.G.S. § 1A-
1, Rule 52.
Judge TIMMONS-GOODSON concurring in part and dissenting in part.
Clark, Griffin & McCollum, L.L.P., by Joe P. McCollum,
Jr., for plaintiff-appellant.
Weaver, Bennett & Bland, P.A., by William G. Whittaker,
for defendant-appellee.
SMITH, Judge.
Plaintiff Charles C. Williamson appeals the trial court's
order awarding defendant Elizabeth G. Williamson permanent alimony
and attorney's fees contending in part that the trial court erred
in failing to make sufficient findings of fact and conclusions of
law to support its order. We agree.
The uncontested pertinent facts and procedural history include
the following: Plaintiff and defendant were married 5 September1970 and separated 1 February 1996. Plaintiff filed a complaint
for divorce and equitable distribution on 26 June 1997. On 10 July
1997, defendant filed a counterclaim for alimony. Following a 19
November 1998 hearing on defendant's request for alimony, the trial
court, on finding defendant to be a dependent spouse and plaintiff
a supporting spouse, entered an order on 15 January 1999 awarding
defendant $1,500.00 per month in alimony and $3,122.50 in
attorney's fees. Plaintiff appeals.
By his fourteenth and fifteenth assignments of error,
plaintiff contends the trial court erred in failing to make
sufficient findings of fact and conclusions of law necessary to
determine the issues raised. We agree and hold the trial court's
factual findings, in large part, amount merely to recitations of
the testimony of various witnesses, are not findings of fact, and
provide little or no reasoning to support the conclusions of law.
N.C. Gen. Stat. § 1A-1, Rule 52(a)(1) (1990), governing
actions for permanent alimony, provides: "In all actions tried
upon the facts without a jury or with an advisory jury, the court
shall find the facts specially and state separately its conclusions
of law thereon and direct the entry of the appropriate judgment."
Pursuant to Rule 52(a), the trial court's findings of fact must be
more than mere evidentiary facts; they must be the "specific
ultimate facts . . . sufficient for [an] appellate court todetermine that the judgment is adequately supported by competent
evidence." Montgomery v. Montgomery, 32 N.C. App. 154, 156-57, 231
S.E.2d 26, 28 (1977) (citations omitted). Evidentiary facts are
simply "subsidiary facts required to prove the ultimate facts,"
Woodard v. Mordecai, 234 N.C. 463, 470, 67 S.E.2d 639, 644 (1951)
(citations omitted), while "[u]ltimate facts are the final
resulting effect reached by processes of logical reasoning from theevidentiary facts," Appalachian Poster Advertising Co. v.
Harrington, 89 N.C. App. 476, 479, 366 S.E.2d 705, 707 (1988)
(citation omitted). Thus,
while Rule 52(a) does not require a recitation
of the evidentiary and subsidiary facts
required to prove the ultimate facts, it does
require specific findings of the ultimate
facts established by the evidence, admissions
and stipulations which are determinative of
the questions involved in the action and
essential to support the conclusions of law
reached.
Quick v. Quick, 305 N.C. 446, 452, 290 S.E.2d 653, 658 (1982).
In the instant case, many of the trial court's findings of
fact are not the "ultimate facts" required by Rule 52(a),
Montgomery, 32 N.C. App. at 156-57, 231 S.E.2d at 28, but rather
are mere recitations of the evidence and do not reflect the
"processes of logical reasoning," Appalachian Poster Advertising
Co., 89 N.C. App. at 479, 366 S.E.2d at 707. This is indicated by
the trial court's repeated statements that a witness "testified" to
certain facts or other words of similar import. For example, the
purported "findings" regarding the parties' respective monthly
expenses read as follows in pertinent part:
12. From her testimony and her fi
nancial
affidavit filed August 14, 1998, the Defendant
has needs and expenses of approximately
$3,010.00 per month. . . .
13. The Plaintiff testified to his
family (new spouse, her daughters, and
himself) having total needs and expenses of
$6,861.00. He estimated his personal needs
and expenses to be $4,394.00 per month.
Plaintiff testified he took as his expenses
1/4 of household expenses, as 4 people were
living in the house (the Plaintiff, his new
wife, and her two children).
(Emphasis added.) These findings are mere recitations of the
evidence and are not the ultimate facts required to support the
trial court's conclusions of law regarding the needs of the
parties.
Additionally, N.C. Gen. Stat. § 50-16.3A(c) (1995) requires
the trial court, in making an alimony award, to set forth "the
reasons for its amount, duration, and manner of payment." The
trial court in the case at bar failed to provide any reasoning for
the $1,500.00 monthly amount, why the award was permanent, or why
it would be paid directly to the Union County Clerk of Court. See
Friend-Novorska v. Novoraka, 131 N.C. App. 867, 870, 509 S.E.2d
460, 462 (1998) (holding that trial court violated N.C.G.S.
§ 50-16.3A(c) by failing to set forth reasoning to support the
amount or duration of a thirty-month alimony award).
Additionally, in awarding attorney's fees, the trial court
failed to "make findings of fact as to the nature and scope of
legal services rendered, the skill and the time required upon which
a determination of reasonableness of the fees can be based."
Owensby v. Owensby, 312 N.C. 473, 475-76, 322 S.E.2d 772, 774
(1984) (citations omitted). This failure effectively precludes
this Court from determining whether the trial court abused its
discretion in setting the amount of the award.
We also hold the trial court's conclusions of law constitute
"bare conclusion[s] unaccompanied by the supporting grounds for
[such] conclusion," in violation of Rule 52(a). Appalachian Poster
Advertising Co., 89 N.C. App. at 480, 366 S.E.2d at 707. "A'conclusion of law' is the court's statement of the law which is
determinative of the matter at issue [and] . . . must be based on
the facts found by the court . . . ." Montgomery, 32 N.C. App. at
157, 231 S.E.2d at 28-29 (citations omitted). Accordingly, the
trial court was required to conclude on the basis of the ultimate
facts whether alimony was proper. We hold the conclusions of law
here constitute nothing more than general statements of the law and
are not related in any way to the findings of fact.
Based on the foregoing, we reverse the trial court's order and
remand with instructions that the trial court make appropriate
findings of fact and conclusions of law to support its awards, if
any. We leave it to the trial court to determine whether
additional evidence is needed. Having determined the trial court's
findings and conclusions will not support its decision, it is
unnecessary for us to discuss the remaining assignments of error as
the facts giving rise thereto may not occur on remand.
Reversed and remanded.
Judge WALKER concurs.
Judge TIMMONS-GOODSON concurring in part, and dissenting in
part.
CHARLES C. WILLIAMSON,
Plaintiff,
v
w.
&
nbsp; Union County &nb
sp; &nbs
p; No.
97 CVD 975
ELIZABETH G. WILLIAMSON,
Defendant.
TIMMONS-GOODSON, Judge, concurring in part, and dissenting in
part.
Because I believe that the order of the trial court contains
appropriate findings of fact and conclusions of law to support the
award of alimony, I respectfully dissent.
Under section 50-16.2 of the General Statutes, a spouse who
is actually substantially dependent upon the other spouse for his
or her maintenance and support or is substantially in need of
maintenance and support from the other spouse is entitled to
alimony. N.C. Gen. Stat. § 50-16.1A(2) (1999). A spouse is
actually substantially dependent if he or she can demonstrate
actual dependence on the other in order to maintain the standard
of living to which he or she became accustomed during the last
several years prior to the spouses' separation. Talent v. Talent,
76 N.C. App. 545, 548, 334 S.E.2d 256, 258 (1985), superseded on
other grounds by N.C. Gen. Stat. § 50-16.3A(a)(1999). An award of
alimony based on dependency must contain 'findings sufficiently
specific to indicate that the trial judge properly considered each
of the factors . . . for a determination of an alimony award.' Lamb v. Lamb, 103 N.C. App. 541, 545, 406 S.E.2d 622,
624 (1991)
(quoting Shamarak v. Shamarak, 81 N.C. App. 125, 128, 343 S.E.2d
559, 561 (1986) (citations omitted)).
In my opinion, the following pertinent findings of fact are
sufficiently specific to determine dependency:
6. The Plaintiff is employed by the First
Presbyterian Church of Monroe, North Carolina.
He is under contract . . . and has a gross
yearly income of $77,227.88 . . . .
. . . .
8. The Plaintiff supplements his income
with honorariums for weddings and other
services at a rate of approximately $100.00
per month. The Plaintiff has had gross income
in excess of $70,000.00 since at least 1994.
9. During the marriage of the parties,
the Defendant worked off and on as a teacher,
never earning in excess of $16,000.00 per
year.
. . . .
11. The Defendant is currently working
four jobs, at approximately 52 hours per week
to make ends meet. Defendant nets $1,422.00
per month. At the time of this hearing, she
had not made her mortgage payment for three
months.
12. From her testimony and her financial
affidavit filed August 14, 1998, the Defendant
has needs and expenses of approximately
$3,010.00 per month. . . .
13. The Plaintiff testified to his family
(new spouse, her daughters, and himself)
having total needs and expenses of $6,861.00.
He estimated his personal needs and expenses
to be $4,394.00 per month. . . .
14. The Defendant has suffered from
depression and anxiety attacks since at least
1991. She has seen Dr. John Humphries off and
on since that time. Since [the] time of theparties' separation, the Defendant's depressed
periods have increased in frequency and
severity. When the Defendant is in a
depressed state, she can do nothing. Her
brain turns off, and she cannot function,
cannot bathe, buy groceries, cook, etc. She
fatigues easily, and cries without
warning. . . .
. . . .
17. Dr. Humphries testified that the
Defendant should not work in a stressful
environment or job, or a job requiring intense
cognitive functions or judgment. In Dr.
Humprhies' opinion, teaching is a very
stressful environment, and although Defendant
has improved her situation somewhat, for the
past two years she was working at the level
she was able to perform with efficiency, i.e.
part-time retail work. . . .
18. Prior to the parties' separation,
their lifestyle was not lavish, however, it
was comfortable. The Plaintiff had income in
excess of $50,000.00, and an additional
$20,000.00 in benefits. The Defendant was
able to go to lunch with friends, attend
meetings, go to the theater, and travel.
(Some of the trips were paid for by
Plaintiff's mother, however, the parties still
had to pay their food and entertainment
expenses) The Defendant purchased clothing at
Belks and The Limited (spending approximately
$200.00 per month). She spent $40.00 to
$50.00 per month on personal care, $80.00 per
month on her hair, and $500.00 to $1000.00 on
Christmas and birthday gifts for the family
and their children. The house the parties
lived in prior to separation was over 3000
square feet.
19. The Defendant currently lives in a
house with 1100 square feet. She cannot
attend movies or go to lunch with friends.
She purchases clothing when she does at the
Goodwill Store and consignment shops. And,
she spends approximately $5.00 per month on
personal care (A neighbor cuts her hair). She
would like to spend approximately $50.00 per
person for Christmas and birthdays. The
Defendant had a housekeeper before separation,and now cannot afford one, although the
Plaintiff has a part time housekeeper.
20. The Plaintiff is remarried to a woman
who was employed as a Registrar at Wingate
College earning $31,000.00 per year. They
live in his current wife's pre-marital house
with a mortgage of $1215.00 per month, and
with taxes and insurance an extra $1,000.00.
It has 3500 square feet. . . .
21. The Plaintiff drives a 1993 Toyota
Camry, and the Defendant drives a 1987 Honda
automobile which does not have air
conditioning because it is broken, and the
Defendant has been unable to fix it since
[the] summer of 1998.
Because there is competent evidence in the record to support these
findings, they are conclusive on appeal. See Olivetti Corp. v.
Ames Business Systems, Inc., 319 N.C. 534, 541, 356 S.E.2d 578,
582, reh'g denied, 320 N.C. 639, 360 S.E.2d 92 (1987) (trial
court's factual findings are binding if competent evidence exists
to support them). I am also satisfied that these findings, in
turn, support the following conclusions of law:
1. The Defendant is a dependant spouse as
defined by N.C.G.S. § 50-16.1(a)(2).
2. The Plaintiff is the supporting spouse
as defined by N.C.G.S. § 50-16.1(a)(5).
3. The Defendant is entitled to an award
of alimony.
4. An award of alimony is equitable
considering all of the relevant factors,
including those set out in N.C.G.S. § 50-
16.3(a)(b).
5. The Plaintiff, as the supporting
spouse, has the ability to pay the designated
amount.
6. That the amount awarded as alimony is
fair and just to all parties based on aconsideration of all the relevant factors,
including those set out in N.C.G.S. § 50-
16.3(a)(b).
Accordingly, I vote to affirm the order directing plaintiff to
pay to defendant the sum of $1,500.00 per month as alimony, such
payments to continue until the death of either party or until the
remarriage or cohabitation of defendant. As to the matter of
attorneys fees, I agree with the majority that there are
insufficient findings of fact and conclusions of law to support the
award. Therefore, I would reverse that portion of the award and
remand for further appropriate findings.
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