Fitzpatrick v. New York State Teachers' Retirement Board

123 Misc. 829, 206 N.Y.S. 546, 1924 N.Y. Misc. LEXIS 1223
CourtNew York Supreme Court
DecidedOctober 29, 1924
StatusPublished

This text of 123 Misc. 829 (Fitzpatrick v. New York State Teachers' Retirement Board) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fitzpatrick v. New York State Teachers' Retirement Board, 123 Misc. 829, 206 N.Y.S. 546, 1924 N.Y. Misc. LEXIS 1223 (N.Y. Super. Ct. 1924).

Opinion

Howard, J.

The petitioner has undertaken to get relief through mandamus. That may not be the proper remedy, but I shall spend no time with that question for the learned counsel for the board has generously waived it aside in his brief. He says the board is not so much concerned with the remedy as with the law. Neither shall I consume any time over the amount demanded. In a letter to the deceased teacher, written after her application for retirement had been filed, the board informed her that her total “ retirement allowance was approximately $7,463.39. That is the amount now claimed. If it is slightly erronous I assume that counsel for the board, with the same broad view of the subject, will stipulate as to the correct figure. Brushing aside, then, all questions of practice and all quibbles of every character let us examine the essence of the controversy.

Section 1109-a of the Education Law provides, in substance, that a teacher belonging to the retirement system who has taught a certain number of years and becomes physically or mentally disabled may be retired from active service. The teacher so retired is entitled to a certain fixed sum of money as “ allowance,” it is called, payable monthly as long as she lives. But she may elect to take a lesser sum with the right to have the balance of her total retirement allowance paid to any relative or person she may name. In the case before us the deceased teacher in her application indicated that she desired to accept the lesser amount monthly for herself and have the residue of her total allowance, if any, paid to her sister after her death. Education Law, § 1109-c.

[831]*831Before a teacher can be retired for disability under this section she must submit to a medical examination by a physician designated by the board. Upon the report of the physician the board shall determine whether the teacher is, in fact, incapacitated. If it concludes that she is incapacitated she is entitled to be retired.

Elizabeth V. Fitzpatrick, the teacher in this case, made application on the 8th day of January, 1924, to be retired. She filed with her application the affidavit of a physician showing that she was incurably ill. The board met the next day, January ninth, but did not act upon her petition further than to designate a physician to examine her. The physician did nothing until January twenty-third. Then he wrote and asked the teacher to come to Albany to be examined. The next day, January twenty-fourth, the physician wrote her another letter saying that “ during the next week ” he would be pleased to go up to Troy to examine her. She died on the day the last letter was received.

Under the unequivocal language of section 1109-a of the Education Law her case was complete. She was a member of the teachers’ retirement system, she had taught the requisite number of years, " she was physically disabled. That was enough. That entitled her to be retired. There was nothing more for her to do. It remained for the board to act. If the board had acted immediately upon her application she would have been retired and her sister would now be clearly entitled to the total retirement allowance,, whatever that may be. But the board delayed, and while it delayed the teacher languished and died.

The statute gives the board no specific right to defer its action on an application for disability retirement. It gives the physician no right to procrastinate his examination of the sick teacher. Section 1103, as added by Laws of 1920, chapter 503, does, however, provide as follows: “ The retirement board shall from time to time establish rules and regulations for the administration and transaction of its business and for the control of the funds created herein.”

Under this provision of the statute, and long previous to the application herein, the board had adopted certain by-laws and rules, one of which reads as follows: “Applications for retirement shall be filed with the secretary at least thirty days before final action on the same.”

This rule, in effect, forbade the board to act in less than thirty days after a disability application had been filed. As counsel for the board expresses it in his brief, “ the only question to be considered is as to the validity of the rule.” That is true. The validity of the rule is the only issue here. Let us see, then, how the rule worked in this case and whether it contravenes the law or harmonizes with the purpose of the legislature.

[832]*832The teacher in the case before us filed her application on January eighth. The board met the next day. Instead of taking up the claim immediately it deferred action until its next meeting on April twenty-fifth, more than three and one-half months distant. This delay was wholly unnecessary unless the rule forced it upon the board. The teacher lived only six miles from Albany where the board met. The board argues, however, that it cannot retire a teacher except upon a report of a physician. This is correct. But the matter of a physical examination and report was simple. It could have been accomplished in two hours. Miss Fitzpatrick’s ailment was not of a dubious character. The mere glance of a trained physician would have told the story — told that Elizabeth V. Fitzpatrick could never work again. Indeed, the board does not question it. The board comes into court nob to dispute the gravity of her malady but to assert that even if she were incurably ill she could not, under the rule, be retired. Unless this rule precluded it from acting, it was the duty of the board, under the circumstances of this case, to require the physician to proceed expeditiously. The law does not require the board to intrust all this work to one physician. If necessary, local physicians should be designated to make examinations in particular cases, and surely if one physician is to do it all he should not be permitted to travel about the state for weeks on other work while a sick school teacher races with death. But, under the rule, as counsel contends, even if the physical examination had been made the board could not have acted at its meeting on January ninth. The rule may have been thus rigid in form. It was in fact rigid and arbitrary, but in carrying out the humane design of this beneficent law, no rule should have been employed by the board, even if the statute seemed to permit it, so inflexible as to work injustice and wrong.

Did the statute authorize such a rule? In trying to discover whether this rule is a lawful offspring of the statute or an illegitimate creature of the board, let us fathom, if we can, the design of the legislature. Section 1109, dealing with superannuation retirement, requires the teacher to be retired “ within thirty days.” That is, the board is given thirty days’ latitude in which to act. It may act sooner or it may take thirty days. But in section 1109-a, providing for disability retirement, this clause is omitted and the section does not specifically permit thirty days’ delay, or any delay. This is significant. Why was the law thus framed? It was not accident. There must have been a reason. Let us look into it. In superannuation cases there is no hurry. The teacher, although old, may be sound and well; whereas, in disability cases, the teacher, stricken by the sudden onslaught of disease, does not have oppor[833]*833tunity to deliberate and plan and prepare her application thirty days in advance of a regular quarterly meeting of the board.

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Bluebook (online)
123 Misc. 829, 206 N.Y.S. 546, 1924 N.Y. Misc. LEXIS 1223, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fitzpatrick-v-new-york-state-teachers-retirement-board-nysupct-1924.