Hargest v. State Employes' Retirement Board

79 Pa. D. & C. 549, 1951 Pa. Dist. & Cnty. Dec. LEXIS 379
CourtPennsylvania Court of Common Pleas, Dauphin County
DecidedNovember 5, 1951
StatusPublished
Cited by1 cases

This text of 79 Pa. D. & C. 549 (Hargest v. State Employes' Retirement Board) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Dauphin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hargest v. State Employes' Retirement Board, 79 Pa. D. & C. 549, 1951 Pa. Dist. & Cnty. Dec. LEXIS 379 (Pa. Super. Ct. 1951).

Opinion

Neely, J.,

This matter is before the court on an appeal under the Administrative Agency Law of June 4, 1945, P. L. 1388, 71 PS §1710.1, from the adjudication and order of the State Employes’ Retirement Board. Appellant, the son of William M. Hargest, late president judge of this court, presented his claim for death benefits as beneficiary under policy no. 19399 issued to Judge Hargest as a member of the State Employes’ Retirement Association. The judge died February 16, 1948, in Harrisburg at 4:40 p.m. at the age of 79. The board, by order dated September 13, 1950, denied appellant’s claim and this appeal was prosecuted.

Judge Hargest was accepted into membership in the State Employes’ Retirement System on November 12, 1931, effective November 1, 1931. He was in the employ of the Commonwealth from July 7, 1909, to June 18, 1920, as a Deputy Attorney General in the Department of Justice, and from the latter date until February 16, 1948, as judge of this court. For most of his judicial term he was president judge.

Appellant as beneficiary seeks to recover under the provisions of section 14, option 1 of the Act of June 27, [551]*5511923, P. L. 858, as amended by the Act of May 18, 1937, P. L. 683, 71 PS §1744, which reads as follows:

“Section 14. At the time of his or her superannuation retirement, any contributor may elect to receive his or her benefits in a retirement allowance, payable throughout life; or if such retirement allowance amounts to less than ten dollars ($10) per month, he or she may elect to receive the full amount of the accumulated deductions standing to his or her individual credit in the annuity savings account; or he or she may, on superannuation retirement, elect to receive the actuarial equivalent at that time of his or her member’s annuity, State annuity, or retirement allowance, in a lesser member’s annuity, or a lesser State annuity, or a less retirement allowance, payable throughout life, with the provisions that—
“Option 1. If he or she die before receiving in payments the present value of his or her member’s annuity, State annuity, or retirement allowance as it was at the time of his or her retirement, the balance shall be paid to his or her legal representatives, or to such person, having an insurable interest in his or her life, as he or she shall nominate by written designation, duly acknowledged, and filed with the retirement board at the time of his or her retirement.”

Judge Hargest was an “original member” of the retirement association as that term is defined in section 1(9) of the act, which provides that:

“Original member of the retirement association shall also mean any judge in service on the second Monday of January, one thousand nine hundred thirty, who shall elect to become a member of the retirement association at any time during the term for which he was then elected or appointed, . . .”

The term for which Judge Hargest was elected when he was accepted into membership in the retirement association expired December 31,1931.

[552]*552“Retirement Allowance” is defined in section 1, pars. 20, 21 and 22, as follows:

“20. ‘State Annuity’ shall mean payments derived from contributions made by the Commonwealth of Pennsylvania as provided in this act.
“21. ‘Member’s Annuity’ shall mean payments derived from contributions made by the contributor as provided in this act.
“22. ‘Retirement Allowance’ shall mean the State annuity plus the member’s annuity.”

It is the claim of appellant that Judge Hargest had retired for superannuation, and that therefore the balance of his retirement allowance was payable in accordance with the foregoing section of the act. The retirement board held, however, that Judge Hargest had died before retirement and that his estate therefore was only entitled to receive accumulated deductions under the provisions of section 11, par. 4, 71 PS §1741, which reads as follows:

“(4) Should a contributor die before retirement, his or her accumulated deductions shall be paid to his or her estate, or to such person as he or she shall have nominated by written designation duly executed and filed with the retirement board. In case any contributor, heretofore or hereafter dying, has failed to nominate a beneficiary, or the beneficiary nominated shall have died prior to the death of the contributor, and in either event the amount of his or her accumulated deductions is less than one hundred dollars ($100), the board may, if letters testamentary or of administration have not been taken out on the estate of such contributor within six months of death, pay such accumulated deductions on the claim of the undertaker, or any person or persons or political subdivision who or which shall have paid the claim of the undertaker.”

[553]*553The amount of retirement allowance payable under section 14, option 1, as compared to the accumulated deductions payable under section 11, par. 4, does not appear in this record. It is clear, however, from reading the act that in the event Judge Hargest had retired for superannuation, contributions made by the Commonwealth of Pennsylvania as a “State Annuity” would be payable under section 13(2) (c) ; whereas if Judge Hargest died without retirement, then under section 11, par. 4, the amount so payable under the policy issued to Judge Hargest would be the sums deducted from his salary and actually paid into the State Employes’ Retirement Fund, with interest.

As an original member, in the event of retirement for superannuation under section 13(2) (c) of the act, the judge was entitled to additional contributions on the part of the Commonwealth:

“. . . for each year of prior service, as certified to said original member in the certificate issued to him or her by the retirement board . . .”

Under section 1, par. 13, “Prior Service”, in the case of judges, means “all service completed prior to the date of becoming eligible to be a member of the retirement association”.

Thus, in the event Judge Hargest had retired for superannuation, he became entitled to these additional contributions made by the Commonwealth for the years of service prior to the time when he became a member. In such event, the unpaid balance of the contributions would now be due to the persons specified in section 14, option 1, either to appellant, who claims to be the designated beneficiary in the retirement papers, otherwise to the judge’s personal representatives.

The board concluded that Judge Hargest had not retired because he had not fulfilled the requirements of retirement for superannuation as set forth in section 13, par. 1, which reads as follows:

[554]*554“Section 13. Retirement for superannuation shall be as follows:

“(1) Any contributor who has reached the superannuation retirement age may retire for superannuation by filing with the retirement board a written statement, duly attested, setting forth on what date he or she desires to be retired.

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Related

Estate of Burlingame v. Commonwealth
557 A.2d 1128 (Commonwealth Court of Pennsylvania, 1989)

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Bluebook (online)
79 Pa. D. & C. 549, 1951 Pa. Dist. & Cnty. Dec. LEXIS 379, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hargest-v-state-employes-retirement-board-pactcompldauphi-1951.