In Re Marriage of Carnall

216 Cal. App. 3d 1010, 265 Cal. Rptr. 271, 1989 Cal. App. LEXIS 1367
CourtCalifornia Court of Appeal
DecidedDecember 19, 1989
DocketG005327
StatusPublished
Cited by16 cases

This text of 216 Cal. App. 3d 1010 (In Re Marriage of Carnall) 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 Carnall, 216 Cal. App. 3d 1010, 265 Cal. Rptr. 271, 1989 Cal. App. LEXIS 1367 (Cal. Ct. App. 1989).

Opinions

Opinion

MOORE, J.

This appeal requires us to construe Civil Code section 4800.8 in conjuction with the statutory scheme regulating distribution of survivor and death benefits under the County Employees Retirement Law of 1937. (Gov. Code, § 31450 et seq.; hereinafter Retirement Law.) In the present case, the lower court ordered a county employee retirement association, joined as a party in a marital dissolution proceeding, to designate a nonemployee spouse as the association member’s “surviving spouse” for purposes of receiving survivor and death benefits under an employee benefit plan. We conclude that while the trial court properly held a portion of these benefits constitute a community asset subject to division in this proceeding, the foregoing order is erroneous. Accordingly, we reverse the judgment with directions.

Facts

Cheryl and Robert Carnall married January 18, 1968. They separated July 13, 1985. Thereafter, Cheryl filed this marital dissolution proceeding.

During the marriage and after separation, Robert was employed by the County of Los Angeles. Through his employment he was a member of the Los Angeles County Employees Retirement Association (claimant).

[1015]*1015Cheryl obtained an order joining claimant as a party to the proceeding alleging she had an interest in Robert’s employee benefits. Cheryl’s pleading on joinder specifically sought a determination of her interest in Robert’s survivor and death benefits under the pension plan. Claimant filed a notice of appearance and response. (Civ. Code, §§ 4351, 4363.1 et seq.)

In December 1986 the lower court dissolved the marriage. At that time, Cheryl and Robert resolved most of the proceeding’s issues by stipulation. The division of Robert’s survivor and death benefits under claimant’s plan was set for trial on January 16, 1987. Only Cheryl appeared for the trial on this matter. The lower court rendered judgment as requested by Cheryl in her pleading on joinder.

A judgment on the reserved issues was filed February 3. It directed claimant to designate Cheryl: (1) “[A]s an irrevocable beneficiary to . . . [Robert’s] death benefits under the plan pursuant to Government Code Section 31780(b) and related code sections”; (2) “to be . . . [Robert’s] surviving spouse . . . under Government Code Section 31780(a) and related code sections”; and (3) as Robert’s “[] surviving spouse . . . under Government Code Section 31760.1 and related code sections, and thereby entitled to a percentage of [Robert’s] retirement allowance upon his death and for her life in the proportion that the length of [Cheryl’s] marriage to [Robert] bore to [Robert’s] term of employment under the plan.” (Italics omitted.)

Although not clear from the limited record before us, it appears claimant received the judgment on reserved issues March 9. Claimant made a motion for reconsideration under Code of Civil Procedure sections 1008 and 473. Cheryl opposed it. The lower court denied the motion April 9. Claimant filed this appeal from paragraphs 2 and 3 of the judgment on reserved issues and the order denying its motion for reconsideration April 24.

Discussion

I

Initially, we consider two procedural issues raised by the parties.

A. Timeliness of the Post-judgment Motion

Citing Civil Code section 4363.2 claimant contends its motion to reconsider was timely. Subdivision (d) thereof states in part: “The employee [1016]*1016pension benefit plan shall not be required to, but may, appear at any hearing in the proceeding. . . . Those provisions of any order entered at or as a result of a hearing not attended by the plan (whether or not the plan received notice of the hearing) which affect the plan or which affect any interest either the petitioner or respondent may have or claim under the plan, shall not become effective until 30 days after the order has been served upon the employee pension benefit plan; .... If within the 30-day period, the plan files in the proceeding a motion to set aside or modify those provisions of the order affecting it, such provisions shall not become effective until the court has resolved the motion.”

Cheryl argues claimant brought its motion under sections 1008 and 473 of the Code of Civil Procedure, not Civil Code section 4363.2. Although factually correct, her argument is without merit. Section 4363.2 applies as a matter of law to proceedings where an employee pension benefit plan is joined pursuant to Civil Code section 4363.1. (Civ. Code, § 4363.2, subd. (a).) While the lower court did not file stamp the moving papers until April 9, there is no question claimant timely made the motion.

Our conclusion should not be viewed as approving claimant’s actions in this case. Cheryl’s joinder pleading notified claimant of the nature of relief she sought respecting Robert’s survivor and death benefits under the retirement plan. The lower court set a separate trial for this matter. The record reflects claimant was aware of the hearing.

Amicus correctly points out Civil Code section 4363.2 is based on the recognition that, in most marital dissolutions, a pension plan joined as a party stands in the position of a disinterested stakeholder. Thus, by giving the plan the option of not appearing at trial and seeking to set aside an order affecting its or another party’s rights in the plan’s benefits at a later time, the statute balances the interest of pension plans in avoiding the necessity of actively participating in every dissolution against the court’s interest in conserving limited judicial resources.

But when the plan is aware of a spouse’s proposed division of pension benefits and given notice of a hearing limited to that very matter, the balance clearly tips in favor of the courts. Claimant’s failure to appear at the January 16 trial resulted in unnecessary delay, confusion and additional expense to the parties. It also resulted in this appeal.1

[1017]*1017B. Timeliness of the Appeal

Cheryl implies claimant failed to timely appeal from the judgment asserting the clerk mailed notice of its entry to the parties February 6. Examination of the record shows the notice of entry was mailed only to counsel for the Carnalls. There is no indication either Cheryl or Robert served notice of the judgment’s entry on claimant. Therefore, the appeal was timely. (Cal. Rules of Court, rule 2(a); see also Valley Vista Land Co. v. Nipomo Water & Sewer Co. (1967) 255 Cal.App.2d 172, 173-174 [63 Cal.Rptr. 78].)

II

We now turn to the merits of the appeal. At the start, two points must be kept in mind. First, the case is before us on a very limited record. The clerk’s transcript contains only the pleadings and court orders relevant to the division of Robert’s survivor and death benefits, and the judgment on reserved issues. The reporter’s transcript covers only the hearing on claimant’s postjudgment motion. Neither the record nor the parties have apprised us of how the lower court divided the other community assets and obligations.

Second, since the present appeal is from the judgment on reserved issues which only considered the parties’ community interest in the pension plan’s survivor and death benefits, our discussion relates solely to the division of those benefits. The parties apparently divided their other community assets by stipulation at the earlier hearing, presumably in an equal manner. (Civ.

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Cite This Page — Counsel Stack

Bluebook (online)
216 Cal. App. 3d 1010, 265 Cal. Rptr. 271, 1989 Cal. App. LEXIS 1367, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-marriage-of-carnall-calctapp-1989.