Bonfanti v. Percy

672 So. 2d 415, 1996 WL 155943
CourtLouisiana Court of Appeal
DecidedApril 6, 1996
Docket95 CA 1189
StatusPublished
Cited by3 cases

This text of 672 So. 2d 415 (Bonfanti v. Percy) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bonfanti v. Percy, 672 So. 2d 415, 1996 WL 155943 (La. Ct. App. 1996).

Opinion

672 So.2d 415 (1996)

Carolyn L. BONFANTI
v.
Mary C. PERCY.

No. 95 CA 1189.

Court of Appeal of Louisiana, First Circuit.

April 6, 1996.

*416 Frank M. Coates, Jr., Baton Rouge, for Plaintiff-Appellee Carolyn L. Bonfanti.

Sam J. D'Amico, Baton Rouge, for Defendant-Appellant Mary C. Percy.

Before CARTER and PITCHER, JJ., and CRAIN, J. Pro Tem.[1]

PITCHER, Judge.

Mary C. Percy appeals the trial court's judgment, granting a motion for summary judgment in favor of plaintiff, Carolyn L. Bonfanti, finding that Mrs. Bonfanti was entitled to survivor's benefits and not required to account to the community for receipt of these survivor's benefits. We affirm.

FACTS AND PROCEDURAL HISTORY

Carolyn L. Bonfanti (Mrs. Bonfanti) and A.J. Bonfanti (decedent) were married on August 17, 1968, and remained married until the death of Mr. Bonfanti on February 6, 1994. No children were born of the marriage. According to his olographic will, Mr. Bonfanti's community property was disposed of through a bequeath of one-third of his residuary interest in the community property to his mother, Mary C. Percy (Ms. Percy), and the remaining two-thirds of his residuary interest in the community property to Mrs. Bonfanti.[2]

At the time of his death, Mr. Bonfanti was employed as an attorney with the Louisiana Department of Transportation and Development (DOTD) and had over twenty years of creditable service with DOTD. Since September 6, 1972, and up until the time of his death, Mr. Bonfanti was a member of the Louisiana State Employees' Retirement System. Mrs. Bonfanti was named as the beneficiary of Mr. Bonfanti's retirement benefits. After Mr. Bonfanti's death, the Louisiana State Employees' Retirement System began paying Mrs. Bonfanti survivor's benefits in the amount of $1,879.73 per month, in accordance with LSA-R.S. 11:475.

On October 5, 1994, Mrs. Bonfanti filed a petition for declaratory judgment, naming Ms. Percy as the defendant. In her petition for declaratory judgment, Mrs. Bonfanti sought a judgment, declaring the following: (1) that she was entitled to the survivor's benefits and (2) that the survivor's benefits did not constitute a community asset for probate purposes under Louisiana law. Mrs. Bonfanti also sought a judgment, declaring that she (Mrs. Bonfanti) was not required to account to the community for the funds received as survivor's benefits.

On November 2, 1994, Ms. Percy filed an answer, alleging that the "pension fund" constituted a community asset and that she was properly asserting a claim against decedent's estate for one-third of decedent's one-half interest in the retirement fund. In her answer, Ms. Percy further alleged that Mrs. Bonfanti was accountable to Ms. Percy's claim arising from the bequest in decedent's will.

Mrs. Bonfanti filed a motion for summary judgment on November 4, 1994. In this motion for summary judgment, Mrs. Bonfanti asserted that Ms. Percy had no right to the survivor's benefits, nor was she (Mrs. Bonfanti) required to account from other property owned by her for the monthly payments of survivor's benefits.

A hearing on the motion for summary judgment was held on December 5, 1994. Following the hearing, the trial court granted the motion for summary judgment in favor of Mrs. Bonfanti. The trial court held that Mrs. Bonfanti was entitled to the survivor's benefits and not required to account to the community on receipt of the survivor's benefits. Ms. Percy now appeals.

SUMMARY JUDGMENT

It is well settled that the granting of a summary judgment is proper only when the pleadings, depositions, answers to interrogatories, and admissions on file, together with affidavits, if any, show there is no genuine *417 issue of material fact and that the mover is entitled to judgment as a matter of law. LSA-C.C.P. art. 966; Lewis v. Diamond Services Corporation, 93-1150, p. 5 (La.App. 1st Cir. 5/20/94), 637 So.2d 825, 828, writ denied, 94-1638 (La. 10/14/94), 643 So.2d 159. The burden is upon the mover for summary judgment to show that no genuine issues of material fact exist, and only when reasonable minds must inevitably conclude that mover is entitled to judgment as a matter of law is summary judgment warranted. Ledet v. Quality Shipyards, Inc., 615 So.2d 990, 992 (La.App. 1st Cir.1993).

Summary judgments are not favored, and reasonable doubt should be resolved against the mover. In determining whether material issues have in fact been disposed of, any doubt is to be resolved against granting the summary judgment and in favor of trial on the merits. O'Quinn v. Power House Services, Inc., 633 So.2d 707, 710 (La.App. 1st Cir.1993).

SURVIVOR'S BENEFITS

Ms. Percy contends that the trial court erred in holding that the survivor's benefits received by Mrs. Bonfanti were not a community asset and subject to her claim of one-third of Mr. Bonfanti's one-half interest in the retirement fund.

This court has held that a spouse's right to receive an annuity, lump-sum benefit, or other benefits payable by a retirement plan is, to the extent attributable to his employment during the community, an asset of the community. Johnson v. Johnson, 532 So.2d 503 (La.App. 1st Cir.1988).[3] Therefore, we must determine whether the payment of survivor's benefits to a member's spouse by the retirement plan is the same as the member spouse's right to receive retirement benefits, such that the survivor's benefits should also be considered a community asset subject to a legatee's bequeathment of an interest in the community property.

The case of In the Matter of Succession of Sims, 464 So.2d 991 (La.App. 1st Cir.), writs denied, 467 So.2d 532, 541 (La.1985), addresses an issue similar to the one before us. In Sims, the former wife of Winston H. Sims, a federal employee, brought an action against the employee's succession and the employee's surviving spouse, seeking to recover her community property interest in the retirement plan from the surviving spouse's survivor annuity.[4] At the time of his death, Mr. Sims was still employed and had not applied for nor was receiving retirement benefits.

This court, in Sims, addressed the issue of whether the former wife was entitled to recover her one-half interest in Mr. Sims' contributions to the retirement system during the existence of the community from the surviving spouse's annuity. In addressing this issue, the court interpreted the applicable federal statutes and regulations and said:

The foregoing statutes and regulations make it clear that the terms `retirement annuity' or `retirement benefit' are not synonymous with `survivor annuity'. A retirement benefit or annuity is based on five or more years of creditable service and an attained age specified by statute. No retirement benefit or annuity can be paid the individual who was employed by the federal government until he/she is separated from service and only then if the former employee applies for the benefit. In contrast, a survivor annuity, in the case of a surviving spouse, is based on a minimum of 18 months of service by the deceased employee and marriage to the deceased employee `at least 1 year immediately before... death'. 5 U.S.C.A. Sec. 8341(a) and (d).

In the Matter of Succession of Sims, 464 So.2d at 997. This court, therefore, found that only a survivor annuity was authorized and was being paid to the surviving spouse under the applicable law as applied to the facts. In Matter of Succession of Sims, 464 *418 So.2d at 998.

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Cite This Page — Counsel Stack

Bluebook (online)
672 So. 2d 415, 1996 WL 155943, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bonfanti-v-percy-lactapp-1996.