ENID GOLDEN v. BOARD OF TRUSTEES, ETC. (TEACHERS' PENSION AND ANNUITY FUND)

CourtNew Jersey Superior Court Appellate Division
DecidedJuly 26, 2022
DocketA-0784-20
StatusUnpublished

This text of ENID GOLDEN v. BOARD OF TRUSTEES, ETC. (TEACHERS' PENSION AND ANNUITY FUND) (ENID GOLDEN v. BOARD OF TRUSTEES, ETC. (TEACHERS' PENSION AND ANNUITY FUND)) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
ENID GOLDEN v. BOARD OF TRUSTEES, ETC. (TEACHERS' PENSION AND ANNUITY FUND), (N.J. Ct. App. 2022).

Opinion

NOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE DIVISION This opinion shall not "constitute precedent or be binding upon any court ." Although it is posted on the internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.

SUPERIOR COURT OF NEW JERSEY APPELLATE DIVISION DOCKET NO. A-0784-20

ENID GOLDEN,

Petitioner-Appellant,

v.

BOARD OF TRUSTEES, TEACHERS' PENSION AND ANNUITY FUND,

Respondent-Respondent. __________________________

Argued May 12, 2022 – Decided July 26, 2022

Before Judges Haas and Alvarez.

On appeal from the Board of Trustees of the Teachers' Pension and Annuity Fund, Department of the Treasury.

Kathleen Naprstek Cerisano argued the cause for appellant (Zazzali, Fagella, Nowak, Kleinbaum & Friedman, PC, attorneys; Kathleen Naprstek Cerisano, of counsel and on the briefs).

Jeffrey D. Padgett, Deputy Attorney General, argued the cause for respondent (Matthew J. Platkin, Acting Attorney General, attorney; Melissa H. Raksa, Assistant Attorney General, of counsel; Jeffrey D. Padgett, on the brief).

PER CURIAM

Enid Golden appeals an October 6, 2020 final agency decision of the New

Jersey Department of the Treasury, Division of Pensions and Benefits

(Division), Board of Trustees (Board) of the Teacher's Pension and Annuity

Fund (TPAF), requiring her to remit $121,437.21—the amount she earned

during a twelve-month period while employed by the Matawan Aberdeen

Regional Board of Education (MARBOE) after retirement in addition to

receiving her pension benefits. In light of the Administrative Law Judge's (ALJ)

findings of fact adopted in the agency decision, we determine that Golden should

reimburse the Board only the amount she earned from the commencement of her

employment on August 25, 2014, until October 22, 2014, when MARBOE

notified the Division of her employment, and therefore reverse.1

It is undisputed that Golden requested a retirement date of July 1, 2014.

Accordingly, on February 25, 2014, the Division issued a Quotation of

Retirement Benefits confirming the effective retirement date of July 1, 2014,

1 The record does not contain sufficient information for us to calculate this figure. A-0784-20 2 and monthly benefit amount. On March 6, 2014, the Division sent Golden a

Notice of Retirement Approval, which included the following:

Congratulations on your retirement. The Board of Trustees, at their regular meeting on March 6, 2014, approved your application for Service Retirement effective July 1, 2014 . . . .

In accordance with law, you have until thirty days after (A) the effective date of your retirement, or (B) the date your retirement was approved by the Board of Trustees, whichever is the later date, to make any changes to your retirement. Also, your first check cannot be mailed until after this thirty[-]day period. However, the benefit will be retroactive to the original effective date of your retirement. Please allow an additional period for the disbursement and delivery of the check by the federal postal authorities.

If you return to public employment following your retirement, you must notify our Office of Client Services immediately at (609) 292-7524.

[(emphasis added).]

On June 9, 2014, Golden amended her retirement application to select the

maximum benefit level, eliminating her husband's survivor benefit. The

Division's response stated: "Once processing is completed, your retirement must

be approved by the retirement system's board of trustees. Your retirement

benefit becomes due and payable [thirty] days after Board approval or [thirty]

days after your effective retirement date, whichever is later." Golden, whom the

A-0784-20 3 ALJ found to be a credible witness, testified that she never received this

communication.

That same month, MARBOE reached out to Golden to offer her the

position of school superintendent. Believing her effective retirement date was

July 1, 2014, Golden advised the MARBOE attorney that she could not

communicate with a prospective public employer until August 1, 2014, a month

after her retirement date. When the attorney replied that the position would be

filled by then, Golden said: "so then it will."

Golden retired June 30, 2014. On July 22, 2014, the Division notified her

that the monthly pension payment would be increased because of the deletion of

survivor benefits. The letter also stated: "This change will be effective with

your first allowance check dated August 1, 2014." On July 29, 2014, a week

later, the Division sent Golden a second confirmation of the new benefit level.

That second written confirmation specifically indicated that Golden's

effective retirement date was July 1, 2014. On August 1, 2014, TPAF issued

Golden's first pension check for July, in the amended amount.

The MARBOE attorney contacted Golden again on August 1, 2014, and

informed her that the position was still available. She sat for an August 7, 2014

A-0784-20 4 interview, and was contracted to work for MARBOE from August 25, 2014, to

June 30, 2015, at a per diem rate, without vacation or sick leave.

At its regular meeting, coincidentally also on August 7, 2014, the Board

approved the change to Golden's benefit level and sent her written notification.

Golden testified that when she received the letter, she assumed it was in error

because she had already received her maximum check on August 1, 2014.

Attributing the apparent mistake to "[p]robably one department . . . not speaking

to the other in the bureaucracy of the Pension Board" and "some backed up stuff

or something," Golden "just laughed and just threw [the letter] in the pile" of

her retirement documents.

On October 22, 2014, MARBOE notified the Division of Employment

After Retirement that it had hired Golden. Despite the October 22, 2014 mailing

date, the Board asserts the notification was not received until November 25,

2014, over a month later.

On March 2016, some sixteen months after that, the Division wrote to

MARBOE requesting documents concerning Golden's employment. Despite

MARBOE's October 2014 notification, the matter was not assigned for further

review until March 2016, approximately one and one-half years later, and almost

a year after Golden's employment with MARBOE ended. The TPAF Supervisor

A-0784-20 5 of the External Audit Unit testified at the administrative law hearing that the

lengthy delay in reviewing the case was likely attributable to insufficient

staffing.

The Division followed up with MARBOE three times in 2016 because it

needed additional documents, or the documents provided were "unacceptable."

The Division did not inform Golden that her retirement was being "audited."

Ultimately, the Division determined that Golden's retirement was not bona fide

because she returned to work within thirty days of August 7, 2014, the date the

Board approved her change to the maximum option.

The TPAF Supervisor further testified that Golden's July 1, 2014

retirement "was non bona fide because she returned to employment prior to her

retirement being due and payable." TPAF does not consider a recipient retired

until retirement benefits become "due and payable and after the employer

employee relationship is severed." There must be a break in service of at least

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

Related

Hemsey v. Board of Trustees, Police & Firemen's Retirement System
966 A.2d 1020 (Supreme Court of New Jersey, 2009)
Aqua Beach Condominium Ass'n v. Department of Community Affairs
890 A.2d 922 (Supreme Court of New Jersey, 2006)
Barone v. D. of Human Serv., Div. of Med. Asst.
509 A.2d 786 (New Jersey Superior Court App Division, 1986)
In Re Arenas
897 A.2d 442 (New Jersey Superior Court App Division, 2006)
Thurber v. City of Burlington
924 A.2d 533 (Supreme Court of New Jersey, 2007)
Henry v. Rahway State Prison
410 A.2d 686 (Supreme Court of New Jersey, 1980)
New Concepts for Living v. Hackensack
870 A.2d 697 (New Jersey Superior Court App Division, 2005)
McGowan v. NJ State Parole Bd.
790 A.2d 974 (New Jersey Superior Court App Division, 2002)
Stevens v. Bd. of Trustees
684 A.2d 104 (New Jersey Superior Court App Division, 1996)
Knorr v. Smeal
836 A.2d 794 (Supreme Court of New Jersey, 2003)
CBS Outdoor v. Lebanon Plan. Bd.
999 A.2d 1151 (New Jersey Superior Court App Division, 2010)
Hayes v. Board of Trustees
22 A.3d 150 (New Jersey Superior Court App Division, 2011)
Francois v. Board of Trustees
1 A.3d 843 (New Jersey Superior Court App Division, 2010)
Vliet v. Board of Trustees of the Public Employees' Retirement System
383 A.2d 463 (New Jersey Superior Court App Division, 1978)
Burris v. Police Department
769 A.2d 1112 (New Jersey Superior Court App Division, 2001)
Hemsey v. Board of Trustees
925 A.2d 1 (New Jersey Superior Court App Division, 2007)
In re Johnson
73 A.3d 440 (Supreme Court of New Jersey, 2013)

Cite This Page — Counsel Stack

Bluebook (online)
ENID GOLDEN v. BOARD OF TRUSTEES, ETC. (TEACHERS' PENSION AND ANNUITY FUND), Counsel Stack Legal Research, https://law.counselstack.com/opinion/enid-golden-v-board-of-trustees-etc-teachers-pension-and-annuity-fund-njsuperctappdiv-2022.