James Robert Hendricks v. West Virginia Consolidated Public Retirement Board

CourtIntermediate Court of Appeals of West Virginia
DecidedAugust 6, 2025
Docket24-ica-448
StatusPublished

This text of James Robert Hendricks v. West Virginia Consolidated Public Retirement Board (James Robert Hendricks v. West Virginia Consolidated Public Retirement Board) is published on Counsel Stack Legal Research, covering Intermediate Court of Appeals of West Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
James Robert Hendricks v. West Virginia Consolidated Public Retirement Board, (W. Va. Ct. App. 2025).

Opinion

IN THE INTERMEDIATE COURT OF APPEALS OF WEST VIRGINIA

JAMES ROBERT HENDRICKS, Applicant Below, Petitioner

v.) No. 24-ICA-448 (W. Va. Consol. Pub. Ret. Bd. (In Re: James Robert Hendricks))

WEST VIRGINIA CONSOLIDATED PUBLIC RETIREMENT BOARD, FILED Respondent Below, Respondent August 6, 2025 ASHLEY N. DEEM, CHIEF DEPUTY CLERK INTERMEDIATE COURT OF APPEALS MEMORANDUM DECISION OF WEST VIRGINIA

Petitioner James Robert Hendricks appeals the October 9, 2024, order of the West Virginia Consolidated Public Retirement Board (“Board”), which found that Mr. Hendricks, a member of the Teachers Retirement System (“TRS”), was not eligible to purchase military service credit. The Board filed a response.1 Mr. Hendricks filed a reply.

This Court has jurisdiction over this appeal pursuant to West Virginia Code § 51- 11-4 (2024). After considering the parties’ arguments, the record on appeal, and the applicable law, this Court finds that there is error in the Board’s decision but no substantial question of law. This case satisfies the “limited circumstances” requirement of Rule 21(d) of the Rules of Appellate Procedure for reversal in a memorandum decision. For these reasons, the Board’s decision is reversed.

This appeal centers on whether the Board erred in its determination that Mr. Hendricks is ineligible to receive military service credit towards his TRS retirement annuity pursuant to statute. Because the Board’s determination was predicated upon its application of relevant statutes, we briefly pause to place the relevant historical background of military service credit for TRS members in context before delving into the facts of this case.

In 2005, the West Virginia Legislature enacted West Virginia Code § 18-7A-17 (2005) (“2005 Statute”), which pursuant to subsection (b), stated:

For the purpose of this article, the Retirement Board shall grant prior service credit to new entrants and other members of the retirement system for service in any of the Armed Forces of the United States in any period of national emergency within which a federal Selective Service Act was in effect. For 1 Mr. Hendricks is represented by Kimberly G. Dotson, Esq. The Board is represented by J. Jeaneen Legato, Esq. 1 purposes of this section, “Armed Forces” includes Women’s Army Corps, women’s appointed volunteers for emergency service, Army Nurse Corps, SPARS, Women's Reserve and other similar units officially parts of the military service of the United States. The military service is considered equivalent to public school teaching, and the salary equivalent for each year of that service is the actual salary of the member as a teacher for his or her first year of teaching after discharge from military service. Prior service credit for military service shall not exceed ten years for any one member, nor shall it exceed twenty-five percent of total service at the time of retirement. Notwithstanding the preceding provisions of this subsection, contributions, benefits and service credit with respect to qualified military service shall be provided in accordance with Section 414(u) of the Internal Revenue Code. For purposes of this section, “qualified military service” has the same meaning as in Section 414(u) of the Internal Revenue Code. The Retirement Board is authorized to determine all questions and make all decisions relating to this section and, pursuant to the authority granted to the Retirement Board in section one, article ten-d, chapter five of this code, may promulgate rules relating to contributions, benefits and service credit to comply with Section 414(u) of the Internal Revenue Code. No military service credit may be used in more than one retirement system administered by the Consolidated Public Retirement Board.

W. Va. Code § 18-7A-17(b) (2005).

In 2013, this portion of the statute was amended to limit the TRS members eligible for military service credit to those who were “honorably discharged from active duty service in any of the Armed Forces of the United States in any period of national emergency within which a federal Selective Service Act was in effect.” W. Va. Code § 18-7A-17(b) (2013) (“2013 Statute”). Notably, neither the 2005 nor 2013 statutes contained any other qualifying language or otherwise imposed time limitations upon a TRS member’s eligibility for military service credit.

In 2015, the Legislature passed West Virginia Code § 18-7A-17a (2015) (“2015 Statute”), a standalone statute, which amended and recodified the statutory scheme governing TRS military service credit. The 2015 Statute provides:

Except as provided in subsection (b) of this section, for the purpose of this article, the retirement board shall grant prior service credit to members of the retirement system who were honorably discharged from active duty service in any of the Armed Forces of the United States in any period of national emergency within which a federal Selective Service Act was in effect. For purposes of this section, “Armed Forces” includes Women’s Army Corps, women’s appointed volunteers for emergency service, Army Nurse Corps,

2 SPARS, Women’s Reserve and other similar units officially part of the military service of the United States. The military service is considered equivalent to public school teaching, and the salary equivalent for each year of that service is the actual salary of the member as a teacher for his or her first year of teaching after discharge from military service. Prior service credit for military service shall not exceed ten years for any one member, nor shall it exceed twenty-five percent of total service at the time of retirement. Notwithstanding the preceding provisions of this subsection, contributions, benefits and service credit with respect to qualified military service shall be provided in accordance with Section 414(u) of the Internal Revenue Code. For purposes of this section, “qualified military service” has the same meaning as in Section 414(u) of the Internal Revenue Code. The retirement board is authorized to determine all questions and make all decisions relating to this section and, pursuant to the authority granted to the retirement board in § [5-10D-1] of this code, may promulgate rules relating to contributions, benefits and service credit to comply with Section 414(u) of the Internal Revenue Code. No military service credit may be used in more than one retirement system administered by the Consolidated Public Retirement Board.

W. Va. Code § 18-7A-17a(a) (2015).

Moreover, subsection (b) of the 2015 Statute provides that TRS members who were employed prior to July 1, 2015, but do not qualify for credit under subsection (a), may qualify for military service credit. In that respect, West Virginia Code § 18-7A-17a(b) (2015) directly states:

(1) Any member may purchase up to sixty months of military service credit for time served in active military duty prior to first becoming an employee of a participating public employer if all of the following conditions are met:

(A) The member has completed a complete fiscal year of contributory service;

(B) The active military duty occurs prior to the date on which the member first becomes an employee of a participating public employer; and

(C) The employee pays to the retirement system the actuarial reserve purchase amount within forty-eight months after the date on which employer and employee contributions are first received by the retirement system for the member and while he or she continues to be in the employ of a participating public employer and contributing to the retirement

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James Robert Hendricks v. West Virginia Consolidated Public Retirement Board, Counsel Stack Legal Research, https://law.counselstack.com/opinion/james-robert-hendricks-v-west-virginia-consolidated-public-retirement-wvactapp-2025.