Opinion

J.D.S. v. S.G.S.

Court
Court of Civil Appeals of Alabama
Filed
Oct 3, 2025
Status
Published
On the bench
Hanson, J.
Cited by
0 cases
Authority
More cited than 35.0%

concluding that a request for retroactive child support was a compulsory counterclaim to a divorce complaint

How later courts described this case

  • concluding that a request for retroactive child support was a compulsory counterclaim to a divorce complaint

Written by the judges who cited it.

The opinion

Rel: October 3, 2025

Notice: This opinion is subject to formal revision before publication in the advance sheets of Southern Reporter.

Readers are requested to notify the Reporter of Decisions, Alabama Appellate Courts, 300 Dexter Avenue,

Montgomery, Alabama 36104-3741 ((334) 229-0650), of any typographical or other errors, in order that corrections

may be made before the opinion is published in Southern Reporter.

ALABAMA COURT OF CIVIL APPEALS

SPECIAL TERM, 2025

_________________________

CL-2024-0992

_________________________

J.D.S.

v.

S.G.S.

Appeal from Lee Circuit Court

(DR-15-900408.02)

HANSON, Judge.

J.D.S. ("the father") appeals from a judgment entered by the Lee

Circuit Court ("the trial court") in an action in which he sought to modify

the judgment that had divorced him from S.G.S. ("the mother"). We

affirm in part and reverse in part.

CL-2024-0992

Background

The father and the mother divorced on November 28, 2016. The

divorce judgment incorporated a settlement agreement between the

parties. Four children, all daughters, were born of the marriage: A.B.S.

(born in 2007), M.C.S. (born in 2009), L.E.S. (born in 2010), and S.K.S.

(born in 2011). Pursuant to the terms of the divorce judgment, the parties

had joint legal custody with the mother having sole physical custody

subject to the father's visitation rights. The father's schedule included

visitation every other weekend, Sunday dinner from 5:00 p.m. to 7:00

p.m. on weekends when he did not have visitation, and every Tuesday

night from 5:00 p.m. to 8:00 a.m. on Wednesday or the children's return

to school. Both parties had two weeks of summer vacation with the

children. The father's child-support obligation was $2,000 per month.

The father also paid $250 per month for the children's extracurricular

activities. The father agreed to pay the children's health-insurance

premiums along with 80% of the children's uncovered medical and dental

expenses. The father was ordered to pay the mother periodic alimony for

five years.

On August 9, 2021, the father filed a petition seeking an order

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holding the mother in contempt and seeking a modification of his

visitation schedule. On September 16, 2021, the mother filed an answer

and a counterclaim seeking an order holding the father in contempt and

seeking a modification of (1) child support, (2) the right to claim certain

tax exemptions for the children, and (3) the father's visitation schedule.

On January 20, 2022, the father amended his petition, asserting

additional contempt allegations. On January 21, 2022, the mother filed

an answer to the amended petition. On March 14, 2022, the father filed

a second amended petition, asserting additional contempt allegations, to

which the mother filed an answer.

On May 25, 2022, the father filed a motion seeking the children's

passports because, he said, he had planned an overseas trip with the

children and the mother had refused to return the passports in violation

of the parties' divorce judgment. On June 8, 2022, the trial court granted

the motion. Subsequently, the trip was canceled. On June 16, 2022, the

mother filed a motion requesting the return of the passports because, she

said, the father's behavior had been "bizarre" and there were no current

plans for overseas travel. On June 17, 2022, the trial court ordered the

father to return the passports to the mother.

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On June 23, 2022, the father filed a motion seeking a modification

of the summer-visitation schedule because, he said, the mother had

interfered with his visitation. Ultimately, the trial court entered an order

allowing the father additional summer visitation because the mother

"unreasonably and without justification unilaterally" had denied the

father certain visitation.

On February 7, 2023, the father filed a third amended petition

seeking (1) to modify custody so that the parties would have joint physical

custody, (2) to modify his child-support obligation, and (3) to hold the

mother in contempt for violating the divorce judgment. On April 4, 2023,

the mother filed a motion for a status conference. On July 17, 2023, the

mother filed an emergency motion for return of one of the children

because, she said, the father had not returned the child after the parties

had swapped visitation days. That same day, the mother filed an

amended counterclaim alleging that the father had violated the divorce

judgment. After a hearing, the trial court ordered the father to return

the child to the mother.

The trial began on November 2, 2023, and was completed on

November 3, 2023. The father testified that the visitation schedule has

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been a problem since the parties divorced. He stated that the mother had

interfered with his visitation by taking the children on a trip during his

visitation weekend and provided other examples of her interference. The

husband stated that it was difficult to schedule his two summer-vacation

weeks. The husband testified that the wife had "obstructed" a lot of

events. He stated that the wife had made "unilateral" decisions with

regard to missing or being late for his visitation with the children.

Regarding the mother's interference with his visitation, the father's

counsel and the father engaged in the following exchange:

"A. Yes. Just some kind of recognition that, you know,

my time is to be protected and not interfered with and that I

can budget that time as I see fit, you know, for example, it's

time to pick up the kids and I'm out of town and I send my

mom to pick them up for me, you know, there have been

numerous occasions where she's prevented my mom from

being able to pick the kids up because she says that she

doesn't have to recognize grandparents' rights.

"Q. Yes.

"A. On my time.

"Q. Well, if your mother -- on those times when your

mother was not allowed to pick up your children, would you

still be able to exercise your visitation or did [the mother]

treat it as forfeited?

"A. Well, there's been several instances where she was

like, you forfeited the whole thing."

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The father testified that, to limit "ping-ponging" the children back

and forth between the parents' houses, he had originally requested in his

petition that the children stay with him until Wednesday during weeks

when he has visitation weekends, because they would be at his house on

Tuesday night until Wednesday morning and it would only add a Monday

to his visitation. The father later amended his petition to seek joint

physical custody. He explained that he had amended his petition

because the mother had continued to interfere with his visitation while

the action was pending. The father testified that the mother refuses to

speak with him and that their only communication is through texts and

emails.

The father testified that the mother, contrary to the divorce

judgment, had made the decision to place the children in counseling

without consulting him or telling him that she had done so. The father

further stated that one of the children has medical issues requiring

treatment at Children's Hospital and that the mother would not keep him

informed of that child's medical appointments. He also said that, when

he had asked the mother why she had not informed him of one of the

children's school performances, the mother had told him to call the

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school. The father testified that the mother had told the employees at

the children's schools that he had no right to pick up the children. The

father testified that the principal had had to be contacted when the father

had tried to bring one of the children a sports/track watch that the child

had left at his house. When asked about two cotillion events for one of

the children, the father explained:

"A. Well, there was like two separate -- like a two tiered

event on two different dates. And the first one, [the child] told

me about after the fact, I think she said, you know, Papa I

wanted you to be there but Mom wouldn't let you go so Dada

took me which is [the mother's] dad. She said I was the only

girl there whose dad wasn't with them. And there was

another, like, dance coming up. And so I texted [the mother]

about it and I said, hey, … I really want to take her to that.

That's an opportunity, that's something I want to do with her.

And she refused to let me go. She said [her] parents paid for

it, you know, you can't go for that reason. You know, I talked

to her dad about it. He didn't care. He was fine with me going.

But long story short, [the child] didn't go. She would rather

prevent [the child] from going to the dance than me getting to

go with her, so [the child] just didn't go at all."

The father testified that when one of the children had asked the

mother for one-week-on and one-week-off visitation with the father, the

mother had "shut it down." He also said that he had reached out to both

the mother and her father to come to an agreement while this action was

pending and that the mother had never responded, although her father

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had responded. The father testified that the children have chores to do

while they are at his house and that the children are not supposed to

purchase things without his permission. The father stated that he

encourages the children to communicate with the mother. When asked

whether he had input on the children's academics, the father testified:

"A. No. For example, [A.B.S.] is approaching, you know,

the age, the stage where you begin looking at colleges. I have

tried to take her on various college visits, have been told by

[the mother] that I can only take her on my time. And I have

said to [the mother], you know, [the three younger children],

they don't have any interest in going to Oxford, Mississippi to

tour Ole' Miss. You know, they're not ready for that yet. It

would be a lot easier if I could just take her when [the younger

children] are with you. There's no room to have that

conversation. I study with the kids. The kids do lean on [the

mother] for math. I'm terrible at math, you know. [The

mother's] good at it. They lean on her for that, as well as they

should. I encourage them to. She's much better at that than

I am. But I study with them."

The father testified that his house has four bedrooms to

accommodate the children and that his house and the mother's house are

two miles apart. He stated that the children would not be "uprooted" by

a joint-physical-custody arrangement because the parties live so close to

each other. The father asked for Christmas visitation, that his parents

be allowed to pick up the children without interference from the mother,

and that the mother reinstate the father as a parent who could check the

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CL-2024-0992

children in and out of their schools.

On cross-examination, the father testified that he had entered into

a settlement agreement with the mother that was incorporated into the

trial court's divorce judgment in 2016. The father stated that he did not

log in to "Schoology" to find out about the children's school because he did

not have a password, although one of the children had shown the website

to him. The father admitted that he had not paid for the oldest child to

take a college-exam preparatory class and that he had not signed the

children up for activities like "Summer Showoffs." He stated that he had

helped the children with science projects.

The father was asked whether he had helped A.B.S., the oldest

child, purchase an automobile. The following email exchange between

the mother and the father occurred on February 1, 2023, regarding cars

for the children:

"[The mother]: I received your text message regarding a

potential car for [A.B.S.]. At this time [A.B.S.] only has $2,200

saved up for a car. Her goal is to have 2,500 saved by her

birthday. If you would like to help with the purchase of the

car, you can write a check to her up to the matching amount

of $2,500. The car title will be in my name until she reaches

18. You're welcome to pass along any leads you find on the car

and contact information. But she and I will handle the final

decision and the purchase. If you change your mind on

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CL-2024-0992

assisting her in the purchase financially, please let me know

so she can plan accordingly.

"[The father]: I'm out then. Not going to be treated like

a child. Good luck."

The father admitted that he and the mother had different rules on the

older children's car usage. The father admitted that he and the mother

also had different rules on the children's use of cellular telephones. The

father admitted that he had blocked the mother on his phone and the

children's phones because the mother had taken one of the children's

phones away and had not let the child communicate with the father. The

father admitted that he had taken the children on a number of vacations.

The father also admitted that the children have used his credit card to

purchase clothing and cosmetics.

The father testified that he had taxable income of $550,000 in 2021

and $468,980 in 2022. In 2020, the father had taxable income of

$220,504. The father testified that he was a consultant and that his

income varies. He stated that he had sold a company investment in 2022,

which had increased his taxable income. The father testified that the

mother has a master's degree in education administration but that she

had not held a job in that field. The father admitted that he had made

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mistakes during the parties' marriage.

The mother testified that she was unsure how many times she had

agreed to the father's requested summer-vacation weeks. She stated that

the children's schedule and summer camps dictated the availability of his

two weeks of summer vacation. The mother could not remember whether

she had prevented the father's mother from exercising the father's

visitation with three of the children when the father had taken one of the

children on a special trip. The mother admitted that there had been

times when the father had not gotten to visit with the children. She

stated that the father had been allowed to make up certain missed

visitation sessions. The mother admitted that the father had not been

allowed to see the children on Father's Day in 2022, in contravention of

the divorce judgment. The mother stated that she had not let the father

see the children the day after that Father's Day either. The mother

admitted that there was no court order that allowed the mother to make

unilateral decisions regarding the children. The mother admitted that

she had not told the father about any of the children's "well-child" visits

with their pediatrician. The mother admitted that one of the reasons

that she had not wanted the father at the child's cotillion events was

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CL-2024-0992

because her parents had paid for that activity.

The mother testified that, in 2016, the father had agreed that he

would have the children for the Thanksgiving holidays and that she

would have the children over the Christmas holidays. The mother did

not want to change the current holiday traditions. The mother testified

as to numerous days when the father had returned the children late. The

mother testified that she was not asking the trial court for any

reimbursement for the car for the oldest child. The mother stated that

she had used that purchase as an opportunity to teach the child how to

budget, that the child had saved money, and that the maternal

grandparents had helped the mother to match the money the child had

saved to purchase the car. The mother testified that the other children

were going to do the same when purchasing a car. The mother testified

regarding her rules for operating the car and for the use of phones when

the children were with her.

The mother testified that she works for "All Things Ministries,"

earning $60,000 a year. She said that the job allows her flexibility with

the children. The trial court admitted an exhibit from the mother, which

contained a summary of her monthly expenses. Counsel for the mother

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said that the document contained a summary of information from the

mother's bank statements and that the father had copies of the bank

statements. 1 The mother estimated that the costs of the children's

monthly extracurricular activities totaled $1,195. The mother also

included in her summary her house payment, her homeowner's

association fees, her utility expenses, the cost of a housekeeper, and

medical expenses, among other things. The mother also included her

gasoline and car-insurance expenses and the gasoline and car-insurance

expenses for the child that had purchased a car with her savings. The

mother also included "car savings," which appears to be the cost of

"matching" the other children's savings when they are old enough to

purchase and drive a car, as a monthly expense. The mother explained

that she had added most of the expenses, divided that number by five (to

account for the mother and the four children), and then multiplied that

number by four to calculate what the father should contribute toward the

children's monthly expenses to calculate his child-support obligation.

The mother testified that she wanted $6,200 a month in child support.

The mother admitted that she had included in her summary and

1The bank statements were not admitted into evidence.

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calculations medical expenses, 80% of which the father was already

required to reimburse her for. When asked about the children's $1,195

monthly extracurricular-activity fees, the mother testified that A.B.S.'s

show-choir fees were $2,000 per year, that S.K.S. had piano lessons

costing $90 per month, and that L.E.S. played on a soccer team costing

$1,000 per year and a volleyball team costing $600 per year.

Each of the children testified. A.B.S. testified that she was 16 years

old. During A.B.S.'s testimony, the following exchange occurred between

the father's counsel and A.B.S. about the visitation schedule:

"A. Well, we go to my dad every Tuesday night. And

then every other week our weekends swap. And then the

weekends we're not with my dad we go to Sunday night dinner

with him for a couple of hours.

"Q. And do you go, what, Friday afternoon at five o'clock?

"A. Five o'clock on Friday."

A.B.S. explained that she wanted to change the visitation schedule

because it was difficult to "pack up everything and go see my dad for like

one night. And then every other weekend, we have to pack up again."

She said that she had talked with the mother and had told her:

"A. At the beginning of summer, I like mentioned to my

mom about maybe just trying some new things and like trying

a week on and a week off possibly, or even like just adding

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another night to my dad And we didn't really -- I didn't know

what that would look like, I wanted to try to spend more time

with my dad or make it easier where like we wouldn't have to

go back and forth. And I think that's just what me -- and I'm

not speaking for my sisters -- by all of us just kind of want is

to not go back and forth as much."

A.B.S. testified that, after she had told the mother that she wanted

to change the visitation schedule, the mother had told A.B.S. that she

was hurt. She stated that the mother had not liked it when L.E.S. had

chosen to stay with the father in July. A.B.S. said that both of her

parents cared for her and were good parents. A.B.S. stated that she

wanted to spend more time with the father.

M.C.S. testified that she preferred the current schedule. She

testified that the current schedule was the easiest because it is their

routine and she did not want it to change.

S.K.S. testified that she would like to keep the current schedule.

She said that, like M.C.S., she was used to the schedule.

L.E.S. testified that she and her sisters were with the mother or the

father every weekend and that they go to the father's house on Tuesdays

to spend the night. She said that the sisters had dinner with the father

on Sunday nights. L.E.S. testified that she wanted to spend more time

with the father. L.E.S. explained that she had difficulty keeping in

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contact with the father when she was at the mother's house because the

mother would not let L.E.S. use her own cellular phone. During the

questioning of L.E.S. by the father's counsel about whether the mother

had agreed to L.E.S.'s spending additional time with the father last

summer, the following exchange occurred:

"A. So I went to a camp and we were in the -- me and my

sister were in the car and I had asked just about some more

time with him. And she had gotten upset so she said that she

didn't really care if I went to go live with him, so she said when

she picked me up from that camp that afternoon it was my

choice, so I chose to go home and when I got home to my mom's

house, there was a bag full of like my stuff, all my clothes and

toiletries and all that by the door. And then I called my dad

and he came to pick me up. And then about like two weeks

later I got a message telling me that I should come home

which I was confused by because she said I had the choice but

he would have to pay for everything.

"Q. Okay. She told you he would have to pay for

everything if you didn't come home?

"A. I was registered for some camps, and he had to pay

for the camps. And he had to pay for my school supplies and

like re-register me for the camps, so he had to pay for it.

"Q. Now, when you got [to] her house when your stuff

was packed up, did that upset you?

"A. Yes, sir. "

L.E.S. testified that she would like for visitation to be one week with the

father and one week with the mother. L.E.S. testified that the mother is

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a good mom but that she misses the father. She said that she loves her

parents "the same."

On January 4, 2024, the father filed a motion to consider a posttrial

material change of circumstances, alleging that the mother had

remarried. On January 4, 2024, the mother filed a motion to strike the

father's motion. On January 22, 2024, the father filed a response to the

motion to strike. On February 23, 2024, the mother filed an emergency

motion for an order directing the father to return A.B.S. The mother

alleged that A.B.S. had left a school show-choir trip to go with the father

and that the father had encouraged A.B.S. to disregard school policies

and procedures. On February 26, 2024, the father filed a motion seeking

an order directing the mother to return the father's name to the children's

schools' "check in/out lists for the minor children," which the trial court

had orally directed the mother to do during the trial. The father alleged

that the show choir had been on a trip to Mississippi; that the father had

provided the school with prior notice that he would pick up the child for

a visit to a Mississippi college; and that, because the mother had not

complied with the oral directive of the trial court to return the father's

name to the children's schools' permission-to-check-out lists, the child

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had been suspended from show choir.

On March 7, 2024, the mother filed a second emergency motion for

the immediate return of A.B.S. On March 8, 2024, the trial court entered

the following order:

"Upon consideration of [the father's] Motion to enter

Order Regarding School Check-In/Out, the Court finds that

the same is due to be granted. Further, the Court finds that

the situation regarding the child being removed from show

choir was the fault of [the mother] due to her failure or refusal

to follow this Court's Order issued in open court in November

of 2023 that she add [the father] to the check-in/check-out list

at [the child's] school. Accordingly, it is hereby,

"ORDERED, ADJUDGED, and DECREED as follows:

"1. The [father's] Motion is GRANTED.

"2. If she has not done so already, [the mother] shall

immediately add [the father's] name to the check-in/check-out

list at every school where a child of the parties is in

attendance. This Court hopes the oldest child's school will

reconsider and not penalize the minor child by removing her

from show choir for an issue that should not have existed but

for [the mother's] lack of following an Order of this Court."

(Capitalization in original.)

On April 24, 2024, the mother filed a motion to set an in-person

status hearing. On May 3, 2024, the mother filed a renewed motion to set

an in-person status hearing. On May 10, 2024, the trial court entered an

order setting all pending matters for a hearing on May 30, 2024. On June

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20, 2024, the trial court denied the father's motion to consider a posttrial

material change of circumstances. On July 17, 2024, the trial court

denied the mother's motions for the immediate return of A.B.S.

On August 2, 2024, the trial court entered a final judgment,

modifying the father's visitation schedule because the children, who were

ages 9, 7, 6, and 4 at the time of the divorce, were now ages 17, 15, 14,

and 12. The trial court found that the visitation schedule needed to be

modified to reflect the current ages, activities and maturity levels of the

children and because of the inability of the parents to agree on many

significant matters. The trial court modified the father's visitation

schedule so that, during the school year, the father would have visitation

with the children every other weekend from Friday after school until

"Wednesday morning return to school." As set out in the divorce

judgment, the father would continue to have visitation with the children

overnight on Tuesday during those weeks when the father did not have

weekend visitation. The trial court awarded the father an additional

three weeks of summer visitation so that each party had five weeks of

summer vacation with the children, and the trial court awarded the

father Christmas-vacation visitation from December 26 to the start of the

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school year in January.

The trial court vacated its earlier order regarding the children's

passports. The trial court found that any prior concerns of the mother

that the father would abscond with the children were not supported by

any evidence, and it determined that, considering that the passports had

been obtained through the efforts of the father and at his expense and

that the mother had not used the passports, the previous requirements

regarding the father's use of the passports had proven to be cumbersome

and at times unworkable given the parties' inability to cooperate on such

matters.

The trial court's judgment further provided as follows:

"2. CHILD SUPPORT:

"(a) Child support is currently set at $2,000.00 per

month. Evidence was presented through testimony and

documents that the father is earning a significantly larger

amount of money per year than when the parties entered into

the Divorce Agreement, an increase of much more than ten

percent. Furthermore, evidence was presented to show that

the children's increased needs support a modification of child

support. The father's income alone exceeds the upper limits of

the Child Support Guidelines calculations of $30,000.00 per

month, and the parties' combined monthly income exceeds

that amount by more than $10,000.00. As such, the Court

finds it is proper to set an amount of child support that

exceeds the Child Support Guidelines' uppermost dollar

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amounts, but not at the dollar amounts suggested by counsel

for the mother.

"(b) Considering and allowing for other financial

considerations set out herein, the Court ORDERS that the

father shall pay the sum of $5,000.00 per month in child

support. retroactive to the first full month after the original

date of the filing of [the mother's] Answer and Counterclaim

for Contempt and Modification of Child Support and Tax

Exemptions, which will be October of 2021 (date of filing was

September 16, 2021). This order and calculation thereon

($3,000.00 for 34 months) establishes arrears of $102,000.00.

The [father] shall pay the arrears (added to the monthly child

support amount) in equal payments of $1,325.00 each month

for the next 77 months until the child support arrears are paid

off in December of 2030, which coincides with the month the

youngest child turns 19. The [father] shall make all child

support payments the first (1st) day of each month hereafter,

except that the payment for August of 2024 shall be due by

August 7, 2024.

"(c) Monthly child support payments shall continue until

each child reaches the age of 19, shall marry, die or otherwise

become emancipated, consistent with the following

paragraph.

"(d) The first month after the oldest child turns 19, the

monthly child support amount shall decrease to $4,300.00 per

month. The first month after the next oldest child turns 19,

the monthly child support amount shall decrease to $3,600.00

per month. The first month after the next oldest child turns

19, the monthly child support amount shall decrease to

$3,000.00 per month. The father's child support obligations

shall terminate with the payment of the December 2030

payment.

"(e) With input from the mother, the father shall

purchase dependable vehicles for his three youngest

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daughters upon each reaching the age of sixteen. The father

shall be responsible for the maintenance, insurance and

upkeep for any vehicle driven by his daughters through the

age of their majority, even if it means reimbursing the mother

for sums paid for those expenses.

"3. All provisions of the Judgment and subsequent

orders not modified herein shall remain in full force and

effect.

"4. [The mother] shall make it clear to Auburn City

Schools that [the father] has full authority to check the

children in or out of school.

"5. The parties shall work together so that [the father]

has the requisite information so that he may register for

notifications from schools, extracurricular activities, and

medical providers.

"….

"7. Both parties are found in contempt for interfering

with visitation time, and violating both the letter and the

spirit of the Court's prior Orders. Over the years, the Court

recalls that the parties have almost never been able to

voluntarily agree to adjust their situation to reflect the

growth and changing needs of their children and the changing

circumstances of each other. The parties have failed or

refused to enter into good faith negotiations to amicably

resolve matters and avoid having to litigate in court; and

stubborn, selfish and contemptuous behavior by one or both

parties has inevitably led to the filing of claims and counter-

claims, Rule Nisi and contempt actions. Sadly, this behavior

has, in the Court's opinion, resulted in the children beginning

to take sides and not only using one parent against the other,

but also using one or more siblings against the other(s) and a

parent. Since this Court's last award of attorney fees against

the father, the Court has been unable to keep a running score,

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so to speak, and is unable to determine which party is the

most in contempt. As such, the Court here declines to award

either party attorney fees or costs for the contempts of the

other.

"8. Neither party shall schedule a medical or counseling

appointment for a child during the custodial time of the other,

except by agreement or absolute medical necessity.

"9. Each parent is to enforce in his or her home the

discipline imposed by the other in her or his home, especially

as it relates to the types of discipline universally known to be

most effective, such as the deprivation of driving privileges,

dispossession of phones and/or electronic devices, and periods

of being grounded in the home. Enforcing the dispossession of

phones or electronic devices does not encompass prohibiting

the child from using the parent's phone to maintain minimal

but routine contact with the other parent.

"10. Neither party may block the other party on a child's

phone, nor disable location services on a child's phone.

"11. The mother shall timely inform the father of any

medical, academic or religious issues concerning the children,

and inform the father of sports or other extracurricular

activities involving the children which she may have reason

to believe he is unaware.

"12. The father shall not travel to the mother's home for

any reason other than to facilitate an exchange of the

children, unless approved or requested by the mother.

"13. Any other relief requested by either party, not

addressed herein, is hereby DENIED."

(Capitalization in original.)

On August 28, 2024, the father filed a motion to alter, amend, or

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vacate the judgment, arguing that the evidence presented supported a

custody modification awarding the parties' joint legal and physical

custody; that the modification of child support was not supported by the

evidence; that the trial court had erred in awarding retroactive child

support; and that the trial court had erred in ordering the father to

purchase automobiles for the children. On September 2, 2024, the

mother filed a motion to alter, amend, or vacate the judgment, arguing,

among other things, that the trial court had exceeded its discretion to

essentially "back door" or "work around" Ex parte McLendon, 455 So. 2d

863 (Ala. 1984), by substantially modifying the father's physical time

with the children to almost equal physical time even though the father

did not meet the necessary burden of proof under the McLendon

standard. In addition, the mother argued that the visitation modification

did not take into consideration the testimony of two of the four children,

who each expressed a preference for maintaining the existing visitation

schedule that had been in place for the past eight years.

On October 28, 2024, the father filed a motion to clarify regarding

the renewal of the children's passports. On October 30, 2024, the trial

court granted the motion to clarify. Both parties' postjudgment motions

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were denied by operation of law. See Rule 59.1, Ala. R. Civ P. The father

filed a timely notice of appeal.

Standard of Review

" ' " ' "[W]hen a trial court hears ore tenus testimony, its

findings on disputed facts are presumed correct and its

judgment based on those findings will not be reversed unless

the judgment is palpably erroneous or manifestly unjust." ' "

Water Works & Sanitary Sewer Bd. v. Parks, 977 So. 2d 440,

443 (Ala. 2007) (quoting Fadalla v. Fadalla, 929 So. 2d 429,

433 (Ala. 2005), quoting in turn Philpot v. State, 843 So. 2d

122, 125 (Ala. 2002)). " 'The presumption of correctness,

however, is rebuttable and may be overcome where there is

insufficient evidence presented to the trial court to sustain its

judgment.' " Waltman v. Rowell, 913 So. 2d 1083, 1086 (Ala.

2005) (quoting Dennis v. Dobbs, 474 So. 2d 77, 79 (Ala. 1985)).

"Additionally, the ore tenus rule does not extend to cloak with

a presumption of correctness a trial judge's conclusions of law

or the incorrect application of law to the facts." Waltman v.

Rowell, 913 So. 2d at 1086.' "

Yarbrough v. Yarbrough, 184 So. 3d 1045, 1050 (Ala. Civ. App. 2015)

(quoting Retail Developers of Alabama, LLC v. East Gadsden Golf Club,

Inc., 985 So. 2d 924, 929 (Ala. 2007)).

Discussion

Custody

The father argues that the trial court erred in failing to award the

parties joint physical custody because, he says, sufficient evidence was

presented to support a modification under McLendon. The father argues

25

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that the trial court essentially agreed that there had been a material

change in circumstances because the trial court substantially increased

the father's visitation. The father argues that his visitation schedule is

close to joint physical custody because, while the children are in school,

the father has the children six nights of each two-week period and, during

the remainder of the year, physical custody is approximately divided

equally between the parties. The father argues that the mother had not

followed the terms of the divorce judgment, that the mother had

consistently interfered with the father's visitation rights, that the mother

had disparaged the father to other parents to the detriment of the

children, and that all four children had acknowledged that it was difficult

to go back and forth between the parents for a day or an evening. The

father argues that a joint-physical-custody arrangement would have

little disruptive effect because the children would attend the same

schools and church at either parent's residence.

"In reviewing judgments involving determinations of

child custody, 'the trial court is in the better position to

consider all of the evidence, as well as the many inferences

that may be drawn from that evidence, and to decide the issue

of custody.' Ex parte Bryowsky, 676 So. 2d 1322, 1326 (Ala.

1996). '[A]ppellate review of a judgment modifying custody

when the evidence was presented ore tenus is limited to

determining whether there was sufficient evidence to support

26

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the trial court's judgment.' Cheek v. Dyess, 1 So. 3d 1025,

1029 (Ala. Civ. App. 2007)."

Crenshaw v. Crenshaw, 386 So. 3d 42, 51 (Ala. Civ. App. 2023).

To meet the McLendon standard, a noncustodial parent

"must prove to the satisfaction of the trial court (1) that the

circumstances upon which the original judgment was based

have changed, (2) that he or she is fit to act as a custodian for

the child, and (3) that ' "the positive good brought about by the

modification ... more than offset[s] the inherently disruptive

effect caused by uprooting the child." ' Ex parte McLendon,

455 So. 2d 863, 865 (Ala. 1984) (quoting Wood v. Wood, 333

So. 2d 826, 828 (Ala. Civ. App. 1976))."

K.U. v. J.C., 196 So. 3d 265, 268 (Ala. Civ. App. 2015).

" '[M]odification of custody is not the proper remedy for

a visitation dispute. ... "Rather, the appropriate remedy in

such a situation is to punish the custodial parent for

contempt, not to uproot the children." ' Cochran v. Cochran, 5

So. 3d 1220, 1228-29 (Ala. 2008) (quoting Lami v. Lami, 564

So. 2d 969, 970 (Ala. Civ. App. 1989))."

E.K.C. v. D.L.G., [Ms. CL-2025-0231, Sept. 5, 2025] ___ So. 3d ___, ___

(Ala. Civ. App. 2025).

In the present case, we cannot say that the trial court exceeded its

discretion in denying the father's request for joint physical custody. The

father's primary argument for the modification was that joint physical

custody would be convenient for the children. While all four children

acknowledged difficulty in the former visitation schedule, the children

27

CL-2024-0992

were split in their opinions on whether the former visitation schedule

should be changed. The trial court granted the father's alternative

request for increased visitation, which appears to alleviate the

inconvenience caused by shorter visitation periods.

With regard to the father's argument that custody should be

modified because the mother had not complied with the divorce judgment

and the trial court had found that the mother had interfered with his

visitation rights, we cannot say that the trial court erred. In L.M.J. v.

J.I.J., 850 So. 2d 358 (Ala. Civ. App. 2002), this court acknowledged that,

although the trial court's judgment did not indicate what standard it had

applied to the request for a modification of custody, the trial court had

indicated at a hearing in that case its apparent belief that a change of

custody would be an appropriate sanction for contempt. 850 So. 2d at 362.

This court concluded that,

"[i]n light of the trial court's failure to indicate in its

judgment that it applied [the standard for a modification of

custody outlined in Ex parte] McLendon, [455 So. 2d 863 (Ala.

1984),] the trial court's comments, and the finding of contempt

contained in the judgment, it appears that the trial court

changed custody to the father as a sanction for the mother's

continued contempt of the visitation provisions of the divorce

judgment and subsequent in-court agreements to permit

visitation ...."

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Id. Moreover, this court noted that, in that case, the record did not

contain sufficient evidence to support the conclusion that a change of

custody would materially promote the child's best interests. Id. In the

present case, the trial court found both parties in contempt for interfering

with visitation time and violating both the letter and the spirit of its prior

orders.

Child Support and the Purchase of Automobiles

The father argues that the trial court erred in modifying child

support because, he says,

"the evidence [the mother] presented regarding her request

for the modification of child support was almost exclusively

limited to the increase in the income of the parties.8 No

evidence was presented concerning the lifestyle of the parties

or their children prior to the divorce. At best, the trial court

was made aware of the parties' respective incomes at the time

of the divorce, [the father] was employed and earning

approximately $122,000.00 per year, and [the mother] was not

employed outside of the home. … No testimony or other

evidence was presented concerning the lifestyle to which the

children were accustomed and the standard of living enjoyed

before the parties were divorced.

"[The mother] presented no testimony or other evidence,

certainly not substantial evidence, of the reasonable and

necessary needs of the children, an increase in those needs, or

an increase in the reasonable and necessary expenses of the

minor children. [The mother] offered her alleged average

monthly expenses; however, the amount of said expenses and

who paid the expenses was certainly called into question. …

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[The mother] offered nothing to suggest her average monthly

expenses or those of the children had increased since the

Judgment. The trial court's finding that 'the costs of raising

the children have increased,' … appears to be more of a

general statement, as no such evidence was presented.

"The one item that [the mother] might suggest could be

evidence in support of her request was the allegation of the

children's monthly activity expense being $1,195.00 per

month; however, on cross examination, [the mother] provided

no support for the alleged expenses. … Even if the allegation

of a monthly activity expense of $1,195.00 was supported by

substantial evidence, and it is not, no evidence was presented

to suggest that the monthly activity expense had increased.

____________________

"8More specifically, the increase in [the father's] income.

[The mother] all but ignored the increase in her own income.

The trial court also ignored the increase in [the mother's]

income…."

The father's brief at 36-38. The father also argues that the trial court's

ordering him to purchase "dependable vehicles" for each child upon

reaching the age of sixteen and to be responsible for insurance and

maintenance on the vehicles was an abuse of discretion and not

supported by the record.

It is undisputed that the parties' combined adjusted gross income

exceeded the uppermost limit of the Rule 32, Ala. R. Jud. Admin., child-

support guidelines. The mother was earning $60,000 a year, and the

father had income of $550,000 in 2021 and $468,980 in 2022.

30

CL-2024-0992

"When the combined adjusted gross income exceeds the

uppermost limit of the child support schedule, the amount of

child support awarded must rationally relate to the

reasonable and necessary needs of the child, taking into

account the lifestyle to which the child was accustomed and

the standard of living the child enjoyed before the divorce, and

must reasonably relate to the obligor's ability to pay for those

needs. [Anonymous v. Anonymous, 617 So. 2d 694, 697 (Ala.

Civ. App. 1993).] To avoid a finding of an abuse of discretion

on appeal, a trial court's judgment of child support must

satisfy both prongs."

Dyas v. Dyas, 683 So. 2d 971, 973-74 (Ala. Civ. App. 1995) (footnote

omitted).

"[I]n determining whether to modify the father's child-support

obligation and, if so, by how much, there were two factors the

trial court was absolutely required to consider: (1) the

reasonable and necessary needs of the children, taking into

account the lifestyle to which the children were accustomed

and the standard of living the children had enjoyed before the

divorce, and (2) the father's ability to pay. Ex parte Dyas[, 683

So. 2d 974 (Ala. 1996)]. The trial court was free to consider

other factors in exercising its discretion so long as it

considered those two."

Young v. Young, 322 So. 3d 520, 525 (Ala. Civ. App. 2020) (plurality

opinion).

In the present case, the trial court increased the father's child-

support obligation from $2,000 to $5,000 because the father was earning

a significantly larger amount of money per year than when the divorce

judgment had been entered and "evidence was presented to to show that

31

CL-2024-0992

the children's increased needs" supported a modification of child support.

"A trial court exceeds its discretion when it increases a party's child-

support obligation without any evidence to support that a material

change has occurred." Broadway v. Broadway, 184 So. 3d 376, 386 (Ala.

Civ. App. 2014). The mother, who sought the child-support modification,

had the burden of proof. See Tolbert v. Tolbert, 260 So. 3d 45 (Ala. Civ.

App. 2018). In addition to increased child support, the trial court also

ordered the father to purchase, insure, and maintain cars for the

children. See Bittick v. Bittick, 297 So. 3d 397 (Ala. Civ. App. 2019)

(involving payment of the children's extracurricular activities and

holding that, when the amount of the combined monthly income of the

parents exceeds the uppermost limit of the child-support-guidelines

schedule, the award of child support must rationally relate to the

reasonable and necessary needs of the child, taking into account the

lifestyle to which the child was accustomed and the standard of living the

child enjoyed before the divorce, and must reasonably relate to the obligor

parent's ability to pay for those needs). The trial court also ordered the

father to reimburse the mother for sums she had paid for those car-

related expenses.

32

CL-2024-0992

In Prakash v. Pandey, 331 So. 3d 1158 (Ala. Civ. App. 2021), this

court reversed a trial court's judgment ordering the husband in that case

to pay child support plus additional expenses. This court found that the

husband was not responsible for specific costs when no evidence of those

costs was presented. This court explained:

"When the parents' combined monthly income exceeds

the uppermost limit of the Rule 32[, Ala. R. Jud. Admin.,]

child-support-guidelines schedule, the trial court must

consider the reasonable and necessary needs of the children

and the ability of the obligor parent to pay in making its child-

support determination. See Bittick v. Bittick, 297 So. 3d 397,

402 (Ala. Civ. App. 2019); see also Ex parte Dyas, 683 So. 2d

974, 977 (Ala. 1996), aff'g, Dyas v. Dyas, 683 So. 2d 971 (Ala.

Civ. App. 1995). ' "The award of child support must rationally

relate to the reasonable and necessary needs of the child,

taking into account the lifestyle to which the child was

accustomed and the standard of living the child enjoyed before

the divorce ...." ' Bittick, 297 So. 3d at 402 (quoting Brasfield

v. Brasfield, 679 So. 2d 1091, 1094 (Ala. Civ. App. 1996)).

"According to the husband, the only evidence of the

children's living expenses was the wife's testimony indicating

that she had calculated her living expenses to be $22,000 per

month, including 'mortgage, food, day care, extended care,

clothing, laundry, telephone bill, internet bill, gas, electricity,

cable, water, school lunches, medical psychiatric care, dental

care, prescription drugs, auto insurance, and life insurance,'

adding that she 'still [did not] have the numbers on medical

insurance and car payment.' Based on other evidence

submitted at trial, the monthly mortgage payment on the

marital residence was $5,249.49; however, that house was to

be sold pursuant to the amended divorce judgment, and the

mortgage payments were to be made by the husband until the

33

CL-2024-0992

sale of that residence. Also, the outstanding debt on the

Mercedes, which the wife used to transport the children, was

approximately $19,000, with a payment of $800 per month,

and the husband likewise was responsible for that debt, in

addition to his child-support obligation. Nevertheless, in

considering the issue of child support, the trial court could

consider the lifestyle to which the children were accustomed,

see id., particularly, the fact that the marital residence was

not to be the permanent residence for the children and the

wife would have to obtain another residence for herself and

the children. However, the record contains no discussion of

where the wife and children might reside after they moved

from the marital residence and contains little discussion of

the specific needs of the children or the costs associated with

their care beyond the son's day-care expense of $1,200 per

month, which was scheduled to end in the fall of 2020 when

he began kindergarten, statements that spending for the

children's clothes was a few hundred dollars every few

months, and a discussion of certain past-due amounts that

were not discussed in terms of monthly costs. As noted, the

husband was otherwise responsible for one-half of the

children's extracurricular-activity expenses and for the

payment of the children's health insurance, which was $550

per month, and the costs of the daughter's counseling, for

which no evidence of cost was presented. Thus, those expenses

may not be considered as part of the children's expenses

included within the $7,050 child-support award. See Bittick,

297 So. 3d at 403 ('[I]n light of the fact that the judgment

requires the father to pay 50% of such expenses, those

expenses should be deducted from the mother's statement of

the children's expenses.').

"Based on the foregoing, we agree with the husband that

the evidence was insufficient to support a finding that the

children required $7,050 from him -- in addition to the

expenses of the children that the amended divorce judgment

otherwise obligated him to pay -- for their reasonable and

necessary needs. Accordingly, ' " 'we reverse the portion of the

34

CL-2024-0992

judgment setting an amount of child support and remand for

further proceedings that will allow the court to determine the

reasonable and necessary needs of the [children].' " ' Tyson v.

Tyson, 21 So. 3d 7, 10 (Ala. Civ. App. 2009) (quoting Burgett

v. Burgett, 995 So. 2d 907, 914 (Ala. Civ. App. 2008), quoting

in turn Elliott v. Elliott, 782 So. 2d 303, 306 (Ala. Civ. App.

1999), reversed on other grounds, 782 So. 2d 308 (Ala. 2000))."

Prakash, 331 So. 3d at 1168-70 (footnotes omitted).

The mother presented a document that contained a summary of her

current monthly expenses to support her request for increased child

support. Those expenses included a 4/5 portion of the mother's monthly

expenses for automobile insurance, gasoline, utilities, pest control, a

housekeeper, homeowner's association fees, the children's

extracurricular activities, groceries, her saving for the purchase of

automobiles, her mortgage payment, house maintenance, vacation

expenses, entertainment, clothing, haircuts, and other incidentals. The

mother included all of the oldest child's car-insurance and gasoline

expenses. The mother also included all the counseling fees for the

children along with the cost of their prescription medications as part of

her monthly expenses.

We are unable to discern how the trial court determined the amount

of the increase in child support or come to the conclusion that the father

35

CL-2024-0992

should be required to purchase cars along with paying for car-related

expenses. First, not all of the mother's claimed monthly expenses appear

to be supported by the record. For example, the mother claimed that the

children had expenses of $1,195 a month for extracurricular activities.

When asked about the expenses, the mother stated that show-choir cost

$2,000 a year, that soccer cost $1,000 a year, that volleyball cost $600 a

year, and that piano lessons cost $90 a month, which amounts to $390

per month ($2,000 divided by 12 is $167; $1,000 divided by 12 is $83; and

$600 divided by 12 is $50). Also, the mother included certain medical

expenses as her expenses, but she admitted 80% of those expenses were

to be reimbursed by the father under the divorce judgment. It does not

appear that the trial court considered that the father, while paying

$2,000 a month in child support, had also paid an additional $250 per

month for the children's activities since the parties divorced in 2016.

Second, it appears that some of the expenses the mother claimed in her

child-support request regarding automobiles for the children duplicate

the trial court's mandate that the father purchase, maintain, and insure

cars for the children. Therefore, we reverse the portion of the judgment

setting an amount of child support and requiring the father to purchase

36

CL-2024-0992

automobiles and pay car-related expenses for the entry of a judgment

that will allow this court to determine whether the trial court's award

provides for the reasonable and necessary needs of the children.

Retroactive Child Support

The father argues that the trial court erred in awarding the mother

retroactive child support because, he says, (1) the mother did not request

retroactive support, (2) the father had provided support pursuant to the

parties' agreement incorporated into the 2016 divorce judgment, (3) the

mother presented no evidence concerning the children's needs or

expenses during the period for which the retroactive child support was

awarded, and (4) the mother did not present evidence indicating that the

children were not "provided for" during the period for which the

retroactive child support was awarded.

In Brown v. Brown, 719 So. 2d 228 (Ala. Civ. App. 1998), a divorce

action, the trial court ordered the husband in that case to pay child

support and a child-support arrearage of $7,500. Although the trial court

had never entered a pendente lite child-support order in the case, it was

undisputed that the husband had voluntarily paid $100 per week in child

support during the first year after the parties separated in June 1995.

37

CL-2024-0992

The husband paid no child support from June 1996 until the divorce

judgment was entered in July 1997. The husband argued that the trial

court had erred in awarding the wife a $7,500 "arrearage" in child

support for the period of June 1996 to July 1997 when the trial court had

never entered a pendente lite child-support order. The husband also

argued that the arrearage award was arbitrary and without support in

the record. This court disagreed, writing:

"In cases seeking modification of child support, it is

within the discretion of the trial court to make any

modification retroactive to the date of the filing of the petition

for the modification. State ex rel. Nathan v. Nathan, 680 So.

2d 339 (Ala. Civ. App. 1996); Rogers v. Sims, 671 So. 2d 714

(Ala. Civ. App. 1995); State ex rel. Dunnavant v. Dunnavant,

668 So. 2d 851 (Ala. Civ. App. 1995). In cases that involve an

award of post-minority support for a college eduction, this

court has held that the award of such support will be

retroactive to the date of the filing of the petition for the

support. Thompson v. Thompson, 689 So. 2d 885 (Ala. Civ.

App. 1997) (citing Bayliss v. Bayliss, 575 So. 2d 1117 (Ala. Civ.

App. 1990)). In Thompson, this court quoted a Pennsylvania

court and concluded that: 'There is a sound policy favoring

retroactivity in most cases, because the party entitled to

support should not be penalized for having to resort to time-

consuming court proceedings.' 689 So. 2d at 889 (citation

omitted). Finally, the Alabama legislature recognized the

parent's duty to support a child and created a cause of action

for retroactive support. See §§ 30-3-110 et seq., Ala. Code

1975.

"Given this state's policy and law requiring a parent to

support a minor child, we hold that a trial court may, in its

38

CL-2024-0992

discretion, award child support retroactive to the filing of the

complaint for divorce where the trial court has failed to enter

a pendente lite child support order for the period in which the

parent had a duty to support the child but failed to provide

that support. In future cases, when awarding retroactive

support, the trial court should state its reasons for the award,

the factors it considered, and the manner in which it

calculated the retroactive support award.

"We emphasize that this holding is not meant to

eliminate the use of pendente lite orders for temporary child

support during the pendency of divorce proceedings. Parents

have a duty to support their minor children; the trial courts

should rule on a request for temporary child support as

expeditiously as possible."

Brown, 719 So. 2d at 232 (emphasis added). "The determination whether

an award of retroactive child support is appropriate is dependent on the

specific facts of the case." Willis v. Willis, 45 So. 3d 347, 349 (Ala. Civ.

App. 2010).

In S.A.M. v. M.H.W., 227 So. 3d 1232 (Ala. Civ. App. 2017), the

father in that case contended on appeal that the mother's request for

retroactive child support had been, in fact, an amendment to her

counterclaim for which she had not properly sought leave under Rule

15(a), Ala. R. Civ. P. This court held that the issue was properly before

us, explaining:

"The father might be correct that the mother's motion seeking

retroactive child support should have been presented not by

39

CL-2024-0992

motion but by an amendment to her counterclaim. See Walker

v. Walker, 695 So. 2d 58, 60 (Ala. Civ. App. 1997) (concluding

that a request for retroactive child support was a compulsory

counterclaim to a divorce complaint). He is correct that any

amendment to the mother's counterclaim would have

required leave of court because the case had been first set for

trial in January 2016. See Rule 15(a)[, Ala. R. Civ. P.] (stating

that 'a party may amend a pleading only by leave of court, and

leave shall be given only upon a showing of good cause,' if an

amendment is made less than 42 days before the initial

setting of the case for trial); see also Austin v. Austin, 159 So.

3d 753, 758 (Ala. Civ. App. 2013) (quoting Image Mktg., Inc.

v. Florence Television, L.L.C., 884 So. 2d 822, 826 (Ala. 2003),

quoting in turn Hoover v. Blue Cross & Blue Shield of

Alabama, 855 F.2d 1538, 1544 (11th Cir. 1988)) (emphasis

omitted) (indicating that, in most cases, an amendment filed

without leave of court is ' " 'without legal effect' " '). However,

we cannot agree with the father that the issue of retroactive

child support was not properly before the juvenile court. The

issue of retroactive child support was raised at trial without

objection, and, therefore, even if not properly pleaded, it was

tried by the implied consent of the parties. See Rule 15(b), Ala.

R. Civ. P."

S.A.M., 227 So. 3d at 1233.

In the present case, the mother did not request retroactive child

support in her counterclaim or amended counterclaim. The issue of

retroactive child support was not addressed during the trial. At trial, the

mother asked for an increase in child support based on her monthly

expenses. There was no testimony that the children were not provided

for while her request for an increase in child support was pending. The

40

CL-2024-0992

testimony regarding the mother's expenses was not sufficient to indicate

that the issue of retroactivity was tried by implied consent. Accordingly,

the trial court erred in awarding retroactive child support.

Conclusion

The judgment of the trial court is affirmed with respect to its

determination regarding the father's request for a custody modification.

The judgment is reversed with respect to the award of child support, the

requirement that the father purchase automobiles for the children, and

the award of retroactive child support, and the cause is remanded for

further proceedings consistent with this opinion.

AFFIRMED IN PART; REVERSED IN PART; AND REMANDED.

Edwards and Bowden, JJ., concur.

Moore, P.J., concurs in the result, without opinion.

Fridy, J., recuses himself.

41

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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