Cory v. Board of Administration of the Public Employees' Retirement System

57 Cal. App. 4th 1411, 67 Cal. Rptr. 2d 763, 97 Cal. Daily Op. Serv. 7737, 97 Daily Journal DAR 12417, 1997 Cal. App. LEXIS 779
CourtCalifornia Court of Appeal
DecidedSeptember 29, 1997
DocketC020727
StatusPublished
Cited by4 cases

This text of 57 Cal. App. 4th 1411 (Cory v. Board of Administration of the Public Employees' Retirement System) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cory v. Board of Administration of the Public Employees' Retirement System, 57 Cal. App. 4th 1411, 67 Cal. Rptr. 2d 763, 97 Cal. Daily Op. Serv. 7737, 97 Daily Journal DAR 12417, 1997 Cal. App. LEXIS 779 (Cal. Ct. App. 1997).

Opinion

*1414 Opinion

RAYE, J.

Plaintiff James Kenneth Cory served as both California State Controller and a member of the California Legislature. Now retired and collecting pension benefits, Cory challenges the Board of Administration of the Public Employees’ Retirement System (PERS) in its calculation of his retirement benefits. Initially, Cory and PERS disagreed over which Government Code section applied: Government Code section 9359.12, subdivision (a), governing pensions of “legislators,” or Government Code section 9359.1, governing pensions for “mixed” service in both the Legislature and as a constitutional officer. 1 PERS later offered Cory pension benefits under section 9359.12 but based those benefits on Cory’s salary as a member of the Assembly. Cory filed a petition for writ of administrative mandamus, arguing benefits under section 9359.12, subdivision (a) should be based on his salary as Controller. The trial court denied the petition. On appeal the parties cleave to their original positions: Cory argues the “plain meaning” of section 9359.12 supports his interpretation; PERS counters that section 9359.12 must be read in the context of the entire legislative framework of the Legislators’ Retirement Law (LRL), section 9350 et seq. We shall affirm the judgment.

Factual and Procedural Background

The parties agree on the few pertinent facts. Cory served in the Assembly from 1967 to 1975. In 1975 Cory was elected to the constitutional office of State Controller, and remained Controller until January 1987. Cory retired at age 49 in 1987 with 20 years of total service in the Legislators’ Retirement System (LRS).

PERS determined section 9359.1, subdivision (c) which covers “mixed service” members applied and calculated Cory’s retirement benefits accordingly. Cory disagreed, arguing section 9359.12, subdivision (a) applies. 2

Cory filed a statement of issues with PERS, requesting benefits under section 9359.12 calculated based on his salary as Controller. Following a hearing, the administrative law judge (ALJ) issued a detailed decision.

The ALJ considered the two statutes and determined both applied to Cory as an alternative means of calculating his pension benefits. In reviewing the *1415 evidence, the ALJ discovered PERS itself had offered Cory benefits calculated pursuant to section 9359.12. The ALJ found “[t]he fact that PERS calculated one of Mr. Cory’s retirement benefit options pursuant to the formula contained in Government Code section 9359.12 is pivotal in this matter, as is the fact that all of his service credits for the purposes of making the computation were treated as having been served in the Legislature.”

The ALJ set forth the calculations argued by each party:

1) PERS’s calculation of Cory’s benefits under section 9359.12: $1,067.67 per month $12,812.04 per year
2) PERS’s calculation of Cory’s benefits under section 9359.1, subdivision (c): $1,416.67 per month $17,000.04 per year
3) Cory’s calculation of his benefits under section 9359.12: $2,200 per month $26,400 per year

The dispute, the ALJ reasoned, centered on how benefits were to be calculated under section 9359.12. The ALJ considered Cory’s proposed interpretation of section 9359.12 and found it fatally flawed. The ALJ endorsed PERS’s interpretation of section 9359.12, and found Cory had a choice between benefits offered under section 9359.1, subdivision (c) or section 9359.12, as calculated by PERS. PERS adopted the proposed decision of the ALJ without modification.

Cory filed a writ of administrative mandamus challenging PERS’s decision. PERS answered. Following written and oral argument, the trial court denied the petition for mandamus. Following entry of judgment, Cory filed a timely notice of appeal.

Discussion

I. Standard of Review

In determining the scope of coverage under the LRL, we independently determine the proper interpretation of the statute. (San Miguel Consolidated Fire Protection Dist. v. Davis (1994) 25 Cal.App.4th 134, 146 [30 Cal.Rptr.2d 343].) Statutory interpretation is a question of law; we are bound *1416 neither by evidence on the question presented in the trial court nor by the trial court’s interpretation. (Burden v. Snowden (1992) 2 Cal.4th 556, 562 [7 Cal.Rptr.2d 531, 828 P.2d 672].)

II. Dueling Statutes

The parties present the issue before us as one of dueling statutes, suggesting that our function is to simply choose between two conflicting statutes. As will become clear, our task is a bit more involved. Nevertheless, it is useful to set out the relevant statutes and the competing interpretations offered by the parties.

Cory contends his retirement benefits should be determined under section 9359.12, subdivision (a) which states, in pertinent part: “Any contrary provisions of Section 9359.1 or Section 9360.9 notwithstanding, and subject to the further limitations in subdivision (b), the retirement allowance of any member of the Legislators’ Retirement System who serves as a legislator during or after the term commencing in 1967 shall be the sum of: (1) the amount determined by application of the formula provided by Section 9359.1 to the first five hundred dollars ($500) per month of salary payable to the legislator at the time of his or her retirement, plus (2) an amount equal to 3 percent of the amount of such salary in excess of five hundred dollars ($500) per month multiplied by the number of years credited the member, or two-thirds of the amount of such salary payable to the legislator at the time of his or her retirement, whichever is the lesser . . . .” (Italics added.)

On appeal PERS argues, as it argued in the administrative hearing, that Cory’s benefits can be calculated only under section 9359.1, subdivision (c) which states: “The retirement allowance for a member part of whose credited service was rendered as a Member of the Senate or Assembly and part of whose credited service was rendered as the Insurance Commissioner or as an elective officer of the state whose office is provided for by the Constitution, other than a judge

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

Related

Sorenson v. Superior Court
219 Cal. App. 4th 409 (California Court of Appeal, 2013)
Garcia v. Four Points Sheraton LAX
188 Cal. App. 4th 364 (California Court of Appeal, 2010)
Riverside Sheriffs'assn. v. Bd. of Admin., Cal. Pub. Empl's'ret. Syst.
184 Cal. App. 4th 1 (California Court of Appeal, 2010)
Chen v. Franchise Tax Board
90 Cal. Rptr. 2d 268 (California Court of Appeal, 1999)

Cite This Page — Counsel Stack

Bluebook (online)
57 Cal. App. 4th 1411, 67 Cal. Rptr. 2d 763, 97 Cal. Daily Op. Serv. 7737, 97 Daily Journal DAR 12417, 1997 Cal. App. LEXIS 779, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cory-v-board-of-administration-of-the-public-employees-retirement-system-calctapp-1997.