Heisterberg v. Standridge

656 S.W.2d 138, 1983 Tex. App. LEXIS 4615
CourtCourt of Appeals of Texas
DecidedJune 15, 1983
Docket13388
StatusPublished
Cited by9 cases

This text of 656 S.W.2d 138 (Heisterberg v. Standridge) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heisterberg v. Standridge, 656 S.W.2d 138, 1983 Tex. App. LEXIS 4615 (Tex. Ct. App. 1983).

Opinion

POWERS, Justice.

Pauline H. Standridge sued her former husband, Robert 0. Heisterberg, requesting partition of his civil service retirement annuity, earned and held by him under the provisions of 5 U.S.C.A. §§ 8331-48 (1980 and Supp. 1982). The trial court partitioned the annuity, awarding Standridge a percentage of future annuity payments and a money judgment in an amount derived by applying a like percentage to the total amount of annuity payments received by Heisterberg since his retirement. The percentage of each monthly annuity payment awarded to Standridge is equal to half of the percentage obtained when the number of months of Heisterberg’s creditable federal service during the marriage (298) is divided by the total number of months he served (363). We will reverse the judgment of the trial court and remand the cause.

Standridge and Heisterberg were married May 23, 1945. They were divorced October 2, 1975, in Bell County, Texas, at which time Heisterberg was about 54 or 55 years of age and had accumulated a little over 27 years of creditable federal service according to the undisputed evidence. Under 5 U.S. C.A. § 8336, he would have been entitled to an annuity on retirement only if he completed 30 years of service and separated from the service, as required by subsection (a) of that statute. While he had, of course, completed 20 years of service as required by subsection (b) of the statute, he could not separate from the civil service after becoming 60 years of age, a corollary requirement of subsection (b), without first becoming eligible for an annuity under subsection (a). At the time of the divorce, Heisterberg had *140 served sufficient time to receive a deferred annuity beginning at age 62, even if he did not continue in the civil federal civil service. 5 U.S.C.A. § 8338(a).

The trial court found in the case at bar that: (1) the divorce decree omits to mention the annuity, as does a written property settlement agreement made by the parties in anticipation of their divorce; and (2) Heisterberg retired on December 9, 1978 after performing 30 years “of active United States Civil Service.”

The history of the legal treatment given retirement and other employee benefits in divorce actions and in post-judgment partition actions is varied and complicated. In Busby v. Busby, 457 S.W.2d 551, 554 (Tex.1970), it was held that military retirement benefits were includable in the estate of the parties as community property at the time of their divorce, to the extent that the benefits were earned by military service performed during coverture. The right to the retirement benefit having become essentially fixed as of the date of the divorce, by virtue of the serviceman’s having completed the minimum number of years of service necessary for him to receive such benefit on retirement, the benefit was held to be “vested as community property, to the extent that it accrued during the time of the marriage,” notwithstanding that the service member had not actually retired and his legal right to the benefit might be defeated by the happening of various contingencies.

In 1976, the Supreme Court of Texas decided on the same day Cearley v. Cearley, 544 S.W.2d 661 (Tex.1976) and Constance v. Constance, 544 S.W.2d 659 (Tex.1976). In Cearley, the Court cited Herring v. Blakeley, 385 S.W.2d 843 (Tex.1965) and a law review article as authorities for the proposition that “[i]t is now well established that matured private retirement, annuity, and pension benefits earned by either spouse during the marital relationship are part of the community estate and thus subject to division upon dissolution of the marriage.” 544 S.W.2d at 662 (emphasis added). The Court then stated that in Busby it had given the “same characterization” to military retirement benefits for the first time. Id. The Court in Cearley clarified the terminology which it would use in the opinion by stating that “accrued” would mean that the minimum number of years required for pension eligibility had been served, as distinguished from the word “matured” which would mean that all requirements had been met for immediate payment and enjoyment of the pension. Id. at 664, n. 4. The decision in Cearley holds that unaccrued, as well as unmatured, retirement benefits are interests in property subject to division upon divorce when they are earned wholly or partially during marriage, notwithstanding a larger element of uncertainty with respect to whether the right thereto would ever become “accrued” or whether the pension would ever be reduced to actual possession and enjoyment by payments received from the employer. In addition, the Court expressly approved the trial court’s procedure for dividing the unaccrued benefit on divorce and providing that the portion awarded the non-earning spouse be paid to her if, as, and when payments were received from the employer, noting the virtues of this contingent arrangement: a second suit brought after maturity of the benefit is avoided; difficult evaluation problems, aimed at assigning a present value to the benefit as of the time of the divorce, are avoided; and the risk that the benefits may never mature is borne equally by the parties. Id. at 666.

In Constance, the Court sustained the trial court’s holding that a plea of res judicata barred a suit for partition of military retirement benefits brought by the serviceman’s former spouse where: (1) the benefits were “accrued” at the time of the divorce in the Cearley sense of that word, the serviceman having completed at the time of his divorce the requisite 20 years minimum service; (2) the benefits were not “matured,” in the Cearley sense, because the serviceman was not actually retired at the time of the divorce; and (3) the trial court expressly stated in the divorce decree that the amount of child support required *141 therein of the serviceman was deemed reasonable by the court because no portion of the serviceman’s retirement benefit was awarded to the wife. 544 S.W.2d at 660. The husband’s plea of res judicata was sustained on the sole ground that there existed in the divorce decree express language from which one could reasonably conclude that the divorce court had actually and expressly “adjudicated ownership of the retirement benefits ...,” distinguishing Busby “and like cases” on the ground that the divorce decrees therein were silent regarding retirement benefits. Id. (The familiar aspect of the rule of res judicata, barring relitigation of issues which might have been litigated in the exercise of reasonable diligence and absent fraud, as well as those actually tried, evidently does not prevent partition of articles of community property omitted from express division or adjudication on divorce, it being held that the parties become joint owners of such omitted articles. See Busby, 457 S.W.2d at 554-55;

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Bluebook (online)
656 S.W.2d 138, 1983 Tex. App. LEXIS 4615, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heisterberg-v-standridge-texapp-1983.