In Re Marriage of Alarcon

149 Cal. App. 3d 544, 196 Cal. Rptr. 887, 1983 Cal. App. LEXIS 2408
CourtCalifornia Court of Appeal
DecidedDecember 6, 1983
DocketCiv. 24854
StatusPublished
Cited by13 cases

This text of 149 Cal. App. 3d 544 (In Re Marriage of Alarcon) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Marriage of Alarcon, 149 Cal. App. 3d 544, 196 Cal. Rptr. 887, 1983 Cal. App. LEXIS 2408 (Cal. Ct. App. 1983).

Opinion

Opinion

BUTLER, J.

The Judges’ Retirement System appeals a judgment declaring provisions of Government Code sections 75033 and 75033.5 1 of the Judges’ Retirement Law (§§ 75000-75109) inapplicable to the interests of Arthur and Lynn Alarcon in retirement allowances. Those provisions bar or reduce pension benefits to a California sitting judge like Alarcon who accepts appointment to the federal bench. We conclude Alarcon’s right to a pension benefit is not barred. The amount, however, is reducible, and we remand to the trial court for further proceedings consistent with this opinion.

*550 The Judges’ Retirement Law (§§ 75000-75109) provides for retirement allowances for judges and their surviving spouses. Judges with age and service qualifications may be retired and receive a retirement allowance. Retirement allowances are also payable to judges whose service terminates by means other than death, resignation, recall, impeachment or retirement (§ 75033). Effective March 7, 1973, section 75033 was amended to provide a judge who accepts appointment to the federal bench is not eligible for this deferred retirement.

Effective January 1, 1974, the Legislature added section 75033.5 providing for early retirement. That section again affects judges accepting a federal judgeship by reducing their benefits by the amount of their salary as a federal judge.

With this brief exposition, we recite relevant background.

Alarcon was appointed to the superior court on July 1, 1964, where he served continuously until appointed to the Court of Appeal on June 8, 1978. He remained on the Court of Appeal until November 20, 1979, when he was appointed to the United States Court of Appeals, Ninth Circuit.

Alarcon married Lynn in 1968, separating in 1978. An interlocutory judgment of dissolution was entered May 21, 1979, and a final judgment of dissolution was entered July 2, 1979. The interlocutory judgment reserved jurisdiction to determine the interest of the marital community in benefits under the Judges’ Retirement Law and how those benefits should be distributed between Alarcon and Lynn. The Judges’ Retirement System participated as a party in the subsequent trial of this issue.

The court denied Alarcon’s motion to withdraw his contributions to the retirement fund and Lynn’s request for valuation and payment of her interest in the pension benefits. The court then concluded divestment under section 75033 and diminishment under section 75033.5 of pension benefits were unconstitutional in their application to Alarcon. The court ordered the Judges’ Retirement System to treat Alarcon as any other judge without regard to his federal appointment and to pay benefits under section 75033.5 without reduction by reason of his federal salary, Lynn to receive her community property interest in the retirement allowance upon Alarcon attaining age 63. This appeal by the Judges’ Retirement System ensued. 2 Lynn and Alarcon do not appeal the judgment.

*551 The System

Effective July 1, 1979 (§ 75005), the Board of Administration of the Public Employees’ Retirement System administered and governed the Judges’ Retirement Law. The state Controller as used in that law means the Board of Administration with two exceptions not here relevant. Upon our inquiry as to the effect of the judgment entered in the lower court on the Board of Administration and our jurisdiction of the appeal, the parties concede the proper party claimant is the Board of Administration, agree we have jurisdiction and ask the appeal be decided on the merits. 3

Section 75033

When Alarcon became a superior court judge, section 75033 then provided retirement allowance rights to judges whose services were discontinued by means other than death, resignation, recall, impeachment or retirement. The class of judges whose service was discontinued were those defeated at the polls, those who forfeited or were removed from office and those who accepted an incompatible office such as a federal judgeship. After Alarcon entered a new superior court term on January 3, 1973, section 75033 was amended effective March 7, 1973, to add a federal divestment provision. “A judge who after the effective date of the 1972 amendments to this section leaves his office to accept any lucrative office under the United States within the purview of Section 28, Article IV, of the Constitution shall not be eligible for deferred retirement under this section.” A federal judgeship is a “lucrative office" exceeding $500 per annum. (Crawford v. Dunbar (1877) 52 Cal. 36; People v. Leonard (1887) 73 Cal. 230 [14 P. 853]; McCoy v. Board of Supervisors (1941) 18 Cal.2d 193 [114 P.2d 569]; Cal. Const., former art. IV, § 20, now art. VII, § 7.)

Upon acceptance of appointment to the federal bench, Alarcon’s office as associate justice of the Court of Appeal immediately became vacant. (P eople v. Garrett (1925) 72 Cal.App. 452 [237 P. 829].) His service as a judge under section 75033 was discontinued by “means other than *552 death, resignation, recall, impeachment, or retirement” and terminated as to section 75033.5.

The Judges’ Retirement System contends the March 7, 1973, federal divestment amendment makes Alarcon ineligible for a deferred retirement allowance. This is said to be mandated by Olson v. Cory I because Alarcon’s appointment to the Court of Appeal on June 8, 1978, started an “unprotected term” which divested his rights to a retirement allowance that may have accrued by virtue of service during a term to which the amendment was not applicable. The contention is without merit.

Olson v. Coty I considered the effect of 1976 legislation capping to a maximum of 5 percent, the automatic cost of living increases in judges’ salaries which had been effective since 1969. The court held judges had a vested right to salary and cost of living increases as effective upon their commencement of service as a judge by appointment or election which could not be impaired or reduced during the term to which appointed or elected, a “protected term” of office. The court also held a judge who completes a protected term during which he was entitled to salary and cost of living increases as then in effect and elects to enter a new term has impliedly agreed to be bound by salary benefits then offered by the state for the new term (the “unprotected term”).

The argument of the Judges’ Retirement System on applicability of Olson v. Cory I equates pensions with salaries, a clear case of mistaken identity. The contract for a salary provides for payments during a particular term of office. Judges are employed for specific terms. The state’s obligation to pay a specific salary extends to the end of each term of office.

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Bluebook (online)
149 Cal. App. 3d 544, 196 Cal. Rptr. 887, 1983 Cal. App. LEXIS 2408, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-marriage-of-alarcon-calctapp-1983.