Gerken v. Sherman

276 S.W.3d 844, 2009 Mo. App. LEXIS 174, 2009 WL 62927
CourtMissouri Court of Appeals
DecidedJanuary 13, 2009
DocketWD 69053
StatusPublished
Cited by12 cases

This text of 276 S.W.3d 844 (Gerken v. Sherman) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gerken v. Sherman, 276 S.W.3d 844, 2009 Mo. App. LEXIS 174, 2009 WL 62927 (Mo. Ct. App. 2009).

Opinion

PAUL M. SPINDEN, Judge.

Since 1875, the Missouri Constitution has required the General Assembly to levy an annual property tax to fund the blind pension fund. From this fund, the State is to pay pensions to “the deserving blind” as provided by statute. Mo. Const, art. Ill, § 38(b) (1945) (originally art. VI, § 47). At dispute in this case is who belongs to the class of “the deserving blind.”

The appellants are the Missouri Council of the Blind and blind persons who receive pensions from the fund. They contend that the director of the Department of Social Services 1 and the Family Support *847 Divisi n 2 have improperly asked the General A sembly to use fund resources to pay for pt. iion programs other than the one progrt . for which the fund was intended and ha calculated increases in the blind pension > illegally for at least the past decade. T1 'y asked the circuit court for a judgmens declaring that this was the ease and for an ecounting of the blind pension fund. The - i'cuit court found that division was not re.,,. testing that the General Assembly impi iperly use resources from the fund and was calculating its requested blind pension increases lawfully. The circuit court further found that an accounting was not necessary. We affirm the circuit court’s judgment in part and reverse and remand in part.

Article III, § 38(b), of Missouri’s constitution says that the General Assembly shall levy an annual tax on all taxable property in the state “for the purpose of providing a fund to be appropriated and used for the pensioning of the deserving blind as provided by law.” After payment of the pensions, the provision mandates that any balance remaining in the blind pension fund “may be appropriated for the adequate support of the commission for the blind, 3 and any remaining balance shall be transferred to the distributive public school fund.”

The General Assembly endeavored to implement this constitutional mandate in § 209.130, RSMo 2000, by levying an annual tax of three cents on each $100 valuation of taxable property in Missouri to create a fund to pay pensions “for the deserving blind.” Like the constitutional provision, § 209.130 also says that any remaining balance in the fund after the payment of the pensions “may be appropriated for the adequate support of the commission for the blind, and any balance remaining at the end of the biennium shall be transferred to the distributive public school fund.” The General Assembly funded the first pensions from the blind pension fund in 1922.

After creating the Blind Pension Program, the State initiated other benefits for blind persons. In 1951, the General Assembly passed the Aid to the Blind Law, which created the Aid to the Blind Program. Sections 209.210-209.350, RSMo Cum. Supp. 1951. This program’s purpose was to match federal funds and to grant benefits to persons who met requirements beyond those for the Blind Pension Program. Its recipients received a monthly pension equal to the blind pension. State and federal funds financed the Aid to the Blind pensions, but the General Assembly specifically designated that the funds for the State’s portion was to come from the blind pension fund. Section 209.290. In § 209.220.3, the General Assembly declared its intention to fund both Blind Pensions and Aid to the Blind and “that the words ‘pensioning of the deserving blind’ as used in any law of this state shall be construed to include aid to the blind.”

When Congress created the Supplemental Security Income (SSI) program in 1972, it replaced federal legislation that created the Aid to the Blind program. SSI adversely affected some people who qualified for Aid to the Blind pensions because of SSI’s different qualification requirements and benefit payments. To rectify this problem, Congress authorized state governments to create programs, beginning on January 1, 1974, to aid individuals who would be adversely affected by SSI.

Acting on this authority, the General Assembly repealed Missouri’s Aid to the *848 Blind Law in 1973 and enacted legislation enabling persons eligible for Aid to the Blind pensions on December 31, 1973, to continue to receive the same benefit after January 1, 1974. Section 208.030, RSMo Cum. Supp. 1973. The law provides that, if recipients of Aid to the Blind pensions receive SSI benefits that are less than their Aid to the Blind pension on December 31,1973, the State will supplement SSI benefits so that they are equal to the Blind Pension. Section 208.030.2, RSMo 2000. State officials dubbed this program “Aid to the Blind, Conversion” or “AB Conversion.”

At the same time, the General Assembly created the “Supplemental Aid to the Blind” or “SAB” program. SAB allows those persons who would have met the requirements for participating in Aid to the Blind on or after January 1, 1974, to receive the same pension as those who were eligible for the Aid to the Blind pension on December 31, 1973. Section 208.030.4, RSMo 2000. The State guarantees that it will pay SAB recipients the same as the Blind Pension less any SSI benefits.

The General Assembly enacted appropriation legislation in 1973 to fund these programs from the blind pension fund. C.C.S.H.B. 6, 77th Gen. Assem., 1st Reg. Sess. (Mo. 1973). The General Assembly has funded these programs from the blind pension fund every year since then.

Another State program for blind people is Rehabilitation Services for the Blind, formerly known as the Commission for the Blind. The State established this program to promote employment and training of blind persons and to aid in efforts to prevent blindness. 13 CSR 40.91-010, et seq. The federal government provides 80 percent of Rehabilitation Services’ funding. The remaining 20 percent comes from the blind pension fund.

More than 2800 persons participate in the Blind Pension program. Less than 50 persons participate in the AB Conversion program. SAB has approximately 700 participants, and Rehabilitation Services provides services for 10,000 to 12,000 persons. The division manages all of these programs.

The division also is responsible for administering the blind pension fund. Section 207.010, RSMo 2000. Each year, the Department of Social Services, of which the division is a part, prepares a budget request pursuant to the State’s budget process, including a request for funds for the blind pension fund. The department submits its budget request to the Office of Administration, which works with the Governor’s staff to develop the Governor’s recommended budget. The Governor’s recommended budget can alter the department’s request. The General Assembly then enacts a budget, subject to the Governor’s approval, to provide for appropriations to be made. Appropriations are the General Assembly’s authorizations to spend designated amounts from designated funds for particular purposes. Pursuant to the General Assembly’s appropriations, the division expends funds to finance the Blind Pension pensions, AB Conversion pensions, SAB pensions, and Rehabilitation Services.

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Related

Eckel v. Eckel
540 S.W.3d 476 (Missouri Court of Appeals, 2018)
Linda Gerken v. Gary Sherman
484 S.W.3d 95 (Missouri Court of Appeals, 2015)
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351 S.W.3d 1 (Missouri Court of Appeals, 2011)
Committee for Educational Equality v. State
294 S.W.3d 477 (Supreme Court of Missouri, 2009)
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291 S.W.3d 800 (Missouri Court of Appeals, 2009)

Cite This Page — Counsel Stack

Bluebook (online)
276 S.W.3d 844, 2009 Mo. App. LEXIS 174, 2009 WL 62927, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gerken-v-sherman-moctapp-2009.