Christen v. Board of Trustees, Louisiana State Employees' Retirement System

351 So. 2d 1307, 1977 La. App. LEXIS 4789
CourtLouisiana Court of Appeal
DecidedOctober 17, 1977
DocketNo. 11560
StatusPublished
Cited by2 cases

This text of 351 So. 2d 1307 (Christen v. Board of Trustees, Louisiana State Employees' Retirement System) 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
Christen v. Board of Trustees, Louisiana State Employees' Retirement System, 351 So. 2d 1307, 1977 La. App. LEXIS 4789 (La. Ct. App. 1977).

Opinions

CHIASSON, Judge.

The petitioner, Lorraine Rouff Christen, appeals from a judgment of the district court signed March 8, 1977, recalling and vacating the alternative writ of mandamus issued on February 9, 1977, directed to the Board of Trustees, Louisiana State Employees’ Retirement- System, and dismissing her suit at her costs. The suit was to compel the Board to pay the petitioner survivor’s benefits allegedly due her as a surviving spouse without minor child of a deceased member of the system. We affirm.

The facts in this matter are not in dispute. The petitioner’s husband, Carlyle Christen, began working for the State of Louisiana, Louisiana Division of Employment Security, on November 21, 1966, and died of a heart attack while still so employed on April 14, 1976, survived by his widow, the petitioner, but no minor children. At the time of his death, Mr. Christen had been married to petitioner for almost 25 years. At the time of his death, Mr. Christen had been employed for a period of 9 years, 4 months and 23 days and had accumulated sick leave and annual leave (764.1056 hours, sick leave; 709.6056, annual leave) which if both can be added to his period of employment, will exceed ten years.

Believing herself to be eligible to receive such survivor’s benefits, the petitioner filed on June 9,1976, an application and supporting documents with the Board of Trustees of the Louisiana State Employees’ Retirement System. The application was personally presented to the Board, and a hearing was granted to the petitioner. Prior to reaching its decision, the Board sought an opinion from the Attorney General. On July 16, 1976, the Attorney General rendered his opinion, Opinion No. 76-838, and ruled that sick leave and annual leave could not be used for the purpose of establishing minimum eligibility, interpreting the provision to mean that an employee must have already achieved minimum eligibility in order to be credited with sick and annual leave.

Pursuant to the Attorney General’s Opinion, the Board, at its meeting held on August 11, 1976, disapproved the use of sick and annual leave to make up the minimum “creditable service” for eligibility for survivor’s benefits, and found the petitioner ineligible to receive such benefits.

After the Board’s decision, the Attorney General’s Office reversed and recalled its original opinion; on January 12, 1977, the Attorney General issued Opinion No. 77-70, and now ruled that both unused sick leave arid accumulated annual leave could be “converted into ‘creditable service’ ” in order to establish “minimum eligibility for survivor’s benefits.”

When the Board declined to reconsider her application, the petitioner brought this suit on February 9, 1977, seeking a writ of mandamus to compel the Board to pay her survivor’s benefits. On March 4, 1977, a hearing on the writ of mandamus was held, and the district judge rendered judgment upholding the ruling of the Board, with [1309]*1309assigned reasons for his judgment. Judgment was then signed on March 8, 1977, decreeing that the writ of mandamus be recalled and vacated, and the petitioner’s suit dismissed. On March 15,1977, the petitioner perfected a devolutive appeal to this Court.

The law in question, the Louisiana Employees’ Retirement Act, LSA-R.S. 42:541 et seq., provides that in order for a widow, without minor children, to enjoy survivor’s benefits, her husband must have had “at least ten years of creditable service” at his death. See LSA-R.S. 42:605.

Then, the pivotal issue for us to decide is what constitutes “creditable service” as used in Section 605 of the Louisiana Employees’ Retirement Act.

As this Court said in Groves v. Board of Trustees, Teachers’ Retirement System, 324 So.2d 587, 594 (La.App. 1 Cir. 1976), writ denied, La., 326 So.2d 378, 380:

“ . . (L)egislation providing pension systems must be liberally construed in favor of the intended beneficiaries. Maillet v. Board of Trustees, Teachers’ Retirement System, 248 La. 964, 183 So.2d 321; Miller v. City of Shreveport, La.App., 90 So.2d 565.”

Petitioner contends that during membership service an employee is allowed to establish a credit for annual and sick leave, according to a prescribed formula contained in LSA-R.S. 42:563. Further, that this credit can be tacked to “membership service” to arrive at “creditable service” of the member at the time of termination.

The legislature, by Act 135 of 1972, comprehensively amended and reenacted the State Employees’ Retirement System, Chapter 10, LSA-R.S. 42:541 et seq.

Section 543 of the Act gives the following definitions:

“(9) ‘Creditable service’ means prior service plus membership service for which credit is allowable as provided in this Chapter. .
“(18) ‘Membership service’ means service after July 1,1947 as an employee while a member of the system. .
“(22) ‘Prior service’ means service rendered prior to July 1, 1947, for which credit is allowed. .
“(33) ‘Vested right’ means when a member obtains retirement eligibility as to age and service in accordance with this Chapter.”

Section 556 provides for termination of membership in the system, as follows:

“Membership in this system ceases when a member withdraws his accumulated contributions, or when a member withdraws from active service with a retirement allowance, or when a member dies.”

Section 563 deals with the use of annual and sick leave as follows:

“A. All accumulated annual leave for which payment cannot be made in accordance with law and all unused sick leave accumulated at the time of retirement shall be credited to the member on the following basis:
“There shall be no limit to the amount of unused sick and annual leave that a member may convert to retirement credit on the basis of the above formula. .
“C. When extending credit for unused leave, fractional days of one-half or more shall be granted as one day and less than one-half day shall be disregarded. A member retiring out of state service shall not be allowed to use unused sick and annual leave to extend service credit unless he had a vested right thereto at the time he terminated his state service. Additional membership service for unused sick and annual leave shall not be used in computation of average compensation.” (Underlining added)

This latter section, relied upon by petitioner, and Section 543(33) allows “retirement credit” to a member, but specifically prohibits the use of unused sick and annual leave by the member to extend his “service credit” unless he had obtained “retirement eligibility” as to age and service at the time of termination.

[1310]*1310Contrary to petitioner’s contention, this does not make retirement eligibility a condition precedent for entitlement to surviv- or’s benefits, it only makes retirement eligibility a condition precedent for the use of unused sick and annual leave in determining “creditable service” which, itself, is the criteria for survivor’s benefits.

Under Section 605, the surviving spouse is entitled to benefits only if “the deceased member . . . had at least ten years of creditable service . .

After careful review of Chapter 10, LSA-R.S.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Miller v. Board of Directors of the Firemen's Pension & Relief Fund
378 So. 2d 973 (Louisiana Court of Appeal, 1979)
Christen v. Board of Trustees
353 So. 2d 1049 (Supreme Court of Louisiana, 1978)

Cite This Page — Counsel Stack

Bluebook (online)
351 So. 2d 1307, 1977 La. App. LEXIS 4789, Counsel Stack Legal Research, https://law.counselstack.com/opinion/christen-v-board-of-trustees-louisiana-state-employees-retirement-system-lactapp-1977.