How to Determine if Someone is Entitled to Receive Spousal Maintenace
In July 2023, Arizona adopted the Arizona Spousal Maintenance Guidelines (ASMG) and a calculation used for Spousal MaintenanceThese are payments made from one spouse to another when one spouse cannot financially meet their reasonable needs on their own. The law permits spousal maintenance (or alimony as it’s called in other states) for several reasons—to help maintain the lifestyle the parties enjoyed…Read more about Spousal Maintenance awards as outlined in ARS 25-319 Maintenance. There are 7 steps a judge must take to determine if someone is entitled to receive an award of spousal maintenance (aka AlimonyA term used in many states for the payments that one spouse makes to another to assist them financially in the years following a divorce. Arizona prefers the term "spousal maintenance" over alimony.The purpose of the payments are to help a spouse transition to becoming…Read more about Alimony).
Eligibility for Spousal Maintenance
Before getting to the 7 steps that decide if someone is entitled to spousal maintenance, the court must first determine if they are eligible to receive spousal maintenance. Under Arizona law, the Court assesses five eligibility factors to see if someone qualifies for spousal maintenance. A potential recipient of spousal maintenance only needs to qualify under one of these factors. See our previous post 5 Factors to Qualify for Spousal Maintenance for more details.
Entitlement to Spousal Maintenance
If they qualify, they are eligible for spousal maintenance, but that does not necessarily mean they are entitled to spousal maintenance. The Guidelines explain how a spouse is entitled to spousal maintenance. “After calculating the spousal maintenance amount under the Guidelines, and if the court determines the application of the Guidelines is just and appropriate, the Court must award the PartyAn individual, entity, or the state that either brings the lawsuit or is required to respond to the lawsuit. See ARFLP Rule 3(f).Read more about Party spousal maintenance.” ASMG § 1(D).
The 7 Steps to Determine Entitlement to Spousal Maintenance
Step 1: Determine Family Size
- The parties + any child that one of the parties has a legal obligation to support. ASMG § II. However, if that spouse is not paying Child SupportBy law, every person has a duty to support their biological or adopted children. See A.R.S § 25-501(A). This applies without or without a court order. The term “child support,” though, generally refers the Court-ordered amount one parent is required to pay to the other parent.Read more about Child Support or does not live with the child, that child is not included.
Step 2: Determine the Parties’ Combined Spousal Maintenance Income
- This is very inclusive, so pretty much any form of IncomeAs defined by A.R.S. § 25-500(6), “any form of payment owed to an individual, regardless of source, including wages, salaries, commissions, bonuses, workers' compensation, disability payments, payments pursuant to a pension or retirement program and interest.” See also child…Read more about Income is going to be considered. See ASMG § III. The only exceptions are money received for child support or military disability pay.
Step 3: Determine the Families’ Average Monthly Mortgage Principal
- Only mortgage principal payments count, so if the house is paid off or if the parties rent rather than own, the amount is $0.
Step 4: Determine Expenditures
- This is done automatically through the calculation. However, a spouse’s income may be reduced due to marital WasteAnother, more informal term for community waste. Waste occurs when community funds are spent on things that don't benefit the community, such as an affair.Read more about Waste.
Step 5: Calculate the Amount Range
- The calculator will do this for you. The judge will pick a number within that range.
Step 6: Determine the Duration Range
- The duration of the marriage is the number of months from date of marriage to Date of ServiceThis is the date a Petition is actually served on the Responding party. The date of service is significant in three respects legally: (1) for all petitions, it is the date from which the time for the Responding Party to file an Answer begins to run. (2) For divorce, legal…Read more about Date of Service. ASMG § V(B)(1). This, in turn, determines the duration range. The Guidelines include several duration ranges. ASMG § V(B)(2)(a).
Step 7: Determine the Spousal Maintenance Award
- From the two ranges, the Court will determine what amount and what duration is appropriate for the circumstances.
Except for cases where the Court deviates (see below), the process is complete once the Court issues a Minute EntryThese are documents issued by the Court as part of the official court record. A Minute Entry can serve many purposes including ruling on motions or trials, summarizing the record from a hearing, setting forth orders of the court, clarifying a prior ruling, appointing an expert to…Read more about Minute Entry detailing its award and the amount and duration.
The unofficial eighth step
Here, though, is where an additional step may come into play: The Court can consider whether to deviate from the Guidelines regarding the amount.
We pause to note two points here:
- The Court cannot deviate the duration of the spousal maintenance, but it can deviate the amount ordered when applying the Guidelines would be unjust.
- It’s important to note that it is not a DeviationWhen the Court orders a child support or spousal maintenance amount different than what is on the Child Support Worksheet and the Spousal Maintenance Calculator. While Courts rely heavily both on the Child Support Worksheet and the Spousal Maintenance Calculator, the Court does…Read more about Deviation to accept an agreement between the parties for spousal maintenance, even when their agreement is for an amount (or even duration) outside the calculator’s range.
If the Court does deviate, it must make written findings detailing why an amount within the Calculator’s range is inappropriate, what the amount range would have been without deviation, and what the order is within the DeviationWhen the Court orders a child support or spousal maintenance amount different than what is on the Child Support Worksheet and the Spousal Maintenance Calculator. While Courts rely heavily both on the Child Support Worksheet and the Spousal Maintenance Calculator, the Court does…Read more about Deviation. ASMG § VI(B). In deciding whether to deviate, the Court must consider the 16 factors under ASMG § VI(C), which is inclusive of all but one of the factors under A.R.S. § 25-319These are the spousal maintenance laws acting in conjunction with the Spousal Maintenance Guidelines to provide guidance for how to aware spousal maintenance. To receive spousal maintenance, the recipient spouse must be both eligible and entitled to spousal maintenance. A.R.S.…Read more about A.R.S. § 25-319(B).
What changes were made to spousal maintenance law in 2023?
Prior to the new law, to get spousal maintenance, the spouse seeking maintenance needed to qualify under one of the factors listed in A.R.S. § 25-319(A). If they qualified, the Court then considered the factors listed in A.R.S. § 25-319(B) to make the determination. Under the old law, none of the factors provided definitive rules as to the amount and duration of the spousal maintenance payments; therefore, the amount of the spousal maintenance payments and how long the payments lasted varied drastically from judge to judge.
The first part of the law has not changed substantively. A party must still qualify under one of the factors under A.R.S. § 25-319These are the spousal maintenance laws acting in conjunction with the Spousal Maintenance Guidelines to provide guidance for how to aware spousal maintenance. To receive spousal maintenance, the recipient spouse must be both eligible and entitled to spousal maintenance. A.R.S.…Read more about A.R.S. § 25-319(A) for spousal maintenance to be considered. In that subsection, the Arizona Legislature shuffled around a few of the requirements, but it was mostly left the same.
What has significantly changed is A.R.S. § 25-319(B). Here is a quick overview of the changes to A.R.S. § 25-319(B):
- Implementation of Guidelines. As mentioned above, the new law required the Arizona Supreme Court to develop and implement the Guidelines.
- Self-Sufficiency Limitation. The new law also created a new focus for spousal maintenance by introducing a self-sufficiency limitation on spousal maintenance awards. To be fair, Courts were already trending this way, as we were seeing trends toward decreasing spousal maintenance awards both in terms of amount and duration. The Legislature required Court award spousal maintenance “only for a period of time and in an amount necessary to enable the receiving spouse to become self-sufficient.”
- Guideline Mandate. Courts are now required to adopt the amounts produced by the Guidelines.
- Deviation Exception. However, the Court may pick another amount if the Court finds, in writing, that applying the guidelines would be inappropriate or unjust.”
- No Deviation for Duration. The law did not create a deviation exception for duration.
- Deviation factors. The factors previously considered for awarding spousal maintenance are now the factors a Court must consider in ordering a deviation. These are the factors listed under A.R.S. § 25-319(B)
Finally, the Court moved the requirement that spousal maintenance must be awarded without regard to Marital MisconductWrongful behavior that may lead to the problems or the dissolution of the marriage. When it comes to financial issues, marital misconduct is generally not taken into consideration with some exceptions: (1) the Court can refused to divde community property if one of the spouses is…Read more about Marital Misconduct from A.R.S. § 25-319(B) to be its own subsection, A.R.S. § 25-319(C). This means that the Court cannot factor in whether one spouse’s actions caused the marriage to fall apart. More specifically, when it comes to spousal maintenance, the Court is not going to consider things like affairs, drug use, alcoholism, or Domestic ViolenceFor an action to be considered domestic violence, it must (1) be an act that meets the standard for the criminal offense of one of the following: homicide, attempted murder, assault, theft, criminal damage to property, trespassing, stalking, voyeurism, or harassment, and (2) the…Read more about Domestic Violence. The focus is strictly financial.
Related pages and posts:
Spousal Maintenance in AZ (state48law.com)
5 Factors to Qualify for Spousal Maintenance (state48law.com)
Rule of 65 – Spousal Maintenance Guidelines in AZ – (state48law.com)