Lindstrom v. Lindstrom
- Citation
- 2001 BCSC 414
- Status
- Judgment
- Jurisdiction
- Canada
- Court
- Supreme Court of British Columbia
- Decision
- 16 March 2001
- Posture
- Family Law Spousal Support / Interim Application for Spousal Support
- Language
- English
More details
- Court
- Supreme Court of British Columbia
- Decision
- 16 March 2001
- Posture
- Family Law Spousal Support / Interim Application for Spousal Support
- Language
- English
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
Because the applicant demonstrated a material deficiency between her income and reasonably assessed needs and because the respondent had sufficient net income after accounting for tax treatment of benefits, an interim spousal support award of $1,100 per month was justified given the 29-year marriage and the objective of preserving some standard of living pending final resolution.
Court disposition
Interim spousal support awarded to Linda Rose Lindstrom.
Orders
- Respondent to pay interim spousal support of $1,100.00 per month commencing March 1, 2001.
- Applicant awarded costs on Scale 3 in any event of the cause.
02
Material facts
Parties
ROBERT DAVID LINDSTROM
Plaintiff Counsel: D.B. McGaugheyLINDA ROSE LINDSTROM
Defendant Counsel: J.L. Anderson as agent for M. GaudreauAmounts and remedies
- Ms Net Basic Need Monthly: CAD 1,600
- Ms Net Basic Need Monthly Grossed for Tax: CAD 1,900
- Mr Net Need Monthly (assessed): CAD 2,500
- Ms Combined Annual Income: CAD 12,325
- Ms Annual Need: CAD 22,800
- Ms Annual Deficiency: CAD 10,475
- Ms Monthly Deficiency Rounded: CAD 875
- Interim Spousal Support Awarded Monthly: CAD 1,100
03
Procedural history
Posture
Family Law Spousal Support / Interim Application for Spousal Support
04
Questions and positions
Legal issues
- 01
Entitlement to interim spousal support
- 02
Quantum of interim spousal support
- 03
Calculation of needs and means
- 04
Effect of taxable vs non-taxable income on ability to pay
- 05
Allocation of costs
Party arguments
- Applicant
- Applicant (Ms. Lindstrom) argued entitlement to interim support based on a 29-year marriage, limited current earnings and calculated monthly basic need of $1,600 (grossed to $1,900) and an annual need of $22,800, producing an annual deficiency of $10,475 (approximately $875 per month). She sought interim assistance to maintain standard of living during proceedings.
- Respondent
- Respondent (Mr. Lindstrom) did not dispute entitlement but challenged quantum, emphasizing limited income comprised of CPP disability (taxable) and non-taxable WCB pension, contested some claimed expenses and deductions, and argued his net need and tax consequences of payments should limit the award.
05
Court’s reasoning
Legal principles
- 01
British Columbia family law practice and precedent (Supreme Court of BC) case law principles
Interim spousal support is determined by comparing parties' needs and means and considering the length of the marriage and standard of living
- 02
Relevant pension and tax jurisprudence and practice (CPP and Workers' Compensation considerations)
Tax characterization of income and the deductibility of support payments affect calculation of payer's net ability to pay
06
Ratio, limits and disposition
Ratio decidendi
Because the applicant demonstrated a material deficiency between her income and reasonably assessed needs and because the respondent had sufficient net income after accounting for tax treatment of benefits, an interim spousal support award of $1,100 per month was justified given the 29-year marriage and the objective of preserving some standard of living pending final resolution.
Obiter and limits
- Master commented on grossing up needs for tax purposes when relevant
- Master noted uncertainty in some of the parties' stated debts and payments and adjusted assumed payments in assessing net needs
- Costs were awarded on Scale 3 in the absence of offers or arguments to the contrary
Court disposition
Interim spousal support awarded to Linda Rose Lindstrom.
- Respondent to pay interim spousal support of $1,100.00 per month commencing March 1, 2001.
- Applicant awarded costs on Scale 3 in any event of the cause.
Source and reliance status
Supreme Court of British Columbia · 16 March 2001
This page organises the available record for research. Confirm quotations, current status, and subsequent treatment against the official source before relying on the case.
Judgment reading view
Judgment text
The complete available source text.
Supreme Court of British Columbia
Judgment· 16 March 2001
2001BCSC0414 Citation: Lindstrom v. Lindstrom Date: 20010316 2001 BCSC 414 Docket: 12288 Registry: Prince George
IN THE SUPREME COURT OF BRITISH COLUMBIA BETWEEN:
ROBERT DAVID LINDSTROM
PLAINTIFF AND:
LINDA ROSE LINDSTROM
DEFENDANT
REASONS FOR JUDGMENT
OF
MASTER BAKER Counsel for the plaintiff: D.B. McGaughey Counsel for the defendant: J.L. Anderson as agent for M. Gaudreau Date and Place of Hearing: March 6, 2001 Prince George, BC [1] This is an application by Ms. Lindstrom for interim spousal support. Mr. Lindstrom does not argue Ms. Lindstrom's entitlement, but disputes the quantum that she seeks. [2] By way of brief background, Mr. and Ms. Lindstrom married in January 1971 and separated in June of 2000; in other words they lived together more than 29 years. During that time they had two children, both now adult and independent. Ms. Lindstrom had worked before the marriage, but was a homemaker for the first 16 years of her marriage to Mr. Lindstrom. She then re-entered the workforce first as a cook (1989 - 1993) and then as a baker (1995 - current) on a part-time basis. She has taken two computer courses to upgrade her skills, and has some bookkeeping experience, but the prospect of an increase in her current income is unlikely during the anticipated life of an interim order. [3] Mr. Lindstrom worked during the marriage, but suffered injuries, such that his income now is entirely comprised of pension benefits. He receives approximately one-half of his income by way of Canada Pension Plan disability benefits, and approximately one-half by way of non-taxable Workers' Compensation pension payments. It was, in part, this mixture
of taxable and non-taxable income that caused me to reserve and consider the effect on Mr. and Ms. Lindstrom's respective income that any support payments would cause. [4] The parties, of course, have each presented sworn property and financial statements and have submitted to challenges to the sums set out in those statements. Having considered the arguments of counsel, and having myself reviewed their respective lists, it is my view that Ms. Lindstrom's net basic need is $1,600.00 per month which can be grossed up for tax purposes to approximately $1,900.00. [5] I have calculated Mr. Lindstrom's net need as approximately $2,500.00. This sum assumes certain deductions from the sums presented or, in the case of various debt payments, assumes reduced monthly payments (his list presumes, for example, annual payment of fully one-half of his Royal Bank line of credit) or duplication of other expenses (as is likely in the case of his Visa debt). [6] Ms. Lindstrom's combined annual earnings, employment insurance benefits, and interest income are $12,325.00. In my view she needs at least $22,800.00 per annum, so that she needs, in addition to her own income, $10,475.00 per year, or $872.90, rounded to $875.00 per month. [7] If Mr. Lindstrom were required to pay $900.00 per month spousal assistance, and assuming that the deductibility of that sum applies only to his CPP benefits,
leaving his WCB pension unaffected, his net monthly after-payment income would be approximately $2,900.00. Since that exceeds Mr. Lindstrom's basic needs, and given that this is a very lengthy marriage, my conclusion is that the appropriate sum of interim spousal support is $1,100.00 per month. I realize that this is in excess of the basic needs of Ms. Lindstrom, but given the length of the parties' marriage (29 years), she is entitled to some interim assistance that may go toward standard of living. Payments will commence March 1, 2001. [8] Costs were not addressed during the application, nor was the right to address the issue reserved by counsel. I am unaware of any offers or arguments therefore that would dis-entitle Ms. Lindstrom to her costs. In the absence of any offers, Ms. Lindstrom shall have her costs on Scale 3 in any event of the cause. "Master D.C. Baker" Telephone authorization for release March 16,2001.
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