Jenkins-Dyer v. Drayton

134 F. Supp. 3d 1339, 60 Employee Benefits Cas. (BNA) 2917, 2015 U.S. Dist. LEXIS 129122, 2015 WL 5671209
CourtDistrict Court, D. Kansas
DecidedSeptember 25, 2015
DocketCase No. 2:13-CV-02489-JAR
StatusPublished

This text of 134 F. Supp. 3d 1339 (Jenkins-Dyer v. Drayton) is published on Counsel Stack Legal Research, covering District Court, D. Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jenkins-Dyer v. Drayton, 134 F. Supp. 3d 1339, 60 Employee Benefits Cas. (BNA) 2917, 2015 U.S. Dist. LEXIS 129122, 2015 WL 5671209 (D. Kan. 2015).

Opinion

MEMORANDUM AND ORDER

JULIE A. ROBINSON, District Judge.

Plaintiff Isoke N. Jenkins-Dyer, proceeding pro se, brings this action under the Employee Retirement Income Security Act of 1974 (“ERISA”) for benefits to which she claims she is entitled, and for breach of fiduciary duties by Defendants. Plaintiffs Second Amended Complaint (Doc. 48) also named Anita Drayton as a defendant in the case; the Court dismissed Defendant Drayton for lack of personal jurisdiction in a prior Memorandum and Order (Doc. 79). Now before the Court is Defendants’ Motion for Summary Judgment (Doc. 85) and Plaintiffs Motion for Partial Summary Judgment (Doc. 99). The motions are fully briefed and the Court is prepared to rule. For the reasons explained below, Defendant’s motion for summary judgment is granted and Plaintiffs motion is denied.

I. Factual and Procedural Background

The factual background of the case is detailed in the Court’s previous Memorandum and Order, and the uncontroverted facts are briefly summarized here. They are drawn from the parties’ submissions pursuant to D. Kan. R. 56.1(a).1 Plaintiff is the biological daughter of Connington L. Wood (‘Wood”), a former ExxonMobil Corporation (“Exxon”) employee who lived and worked in Houston, Texas. Wood died on May 7, 2007. At the time of his death, he owned an ExxonMobil Savings Plan (“the Plan” or “Savings Plan”) worth about $94,000, which was subject to ERISA regulation. Defendant Douglas F.Garrison was the Plan’s administrator. The Plan’s terms provided that if the participant died without naming a beneficiary, the account would transfer first to the participant’s spouse, and if he did not have a spouse, to his children.2 The Plan’s terms also contain a presumption that a participant’s spouse will be the beneficiary of the Plan unless the spouse agrees to a different designation.3 Neither Plaintiff nor Drayton were named beneficiaries on the account at the time of Wood’s death. On May 14, 2007, one week after Wood’s death, Drayton recorded a marriage certificate in Harris County, Texas, which certi[1342]*1342fied that Wood and Drayton were married in a ceremony on March 29, 2007. Plaintiffs mother notified Defendants of her daughter’s claim for the Plan benefits on May 15, 2007, and informed Exxon and Garrison that she believed Drayton and Wood were not married at the time of Wood’s death. Exxon and Garrison transferred ownership of the Plan to Drayton in July 2007. Defendants notified Plaintiff on February 21, 2008 that they had denied her claim.

Exxon brought an interpleader action in the Southern District of Texas in 2008 to ascertain the proper beneficiary of Wood’s employee pension and disability plans. Plaintiff and Drayton were both named as defendants in the suit. A previous lawsuit had been filed earlier in 2008 by Life Insurance Company of North America in the District of Kansas, naming Plaintiff and Drayton as defendants, to determine the proper beneficiary of Wood’s life insurance policy. Drayton failed to file an answer or defend in both cases, and both were resolved in favor of Plaintiff.

In June 2014, Defendants Exxon and Garrison filed a Motion to Dismiss for failure to state a claim (Doc. 58), and Drayton filed a motion to dismiss for lack of personal jurisdiction (Doc. 55). The Court granted Drayton’s motion and dismissed her from the case. Defendants Exxon and Garrison’s motion was denied.

In deciding Defendants’ motions to dismiss, this Court addressed Plaintiff’s four allegations that supported her theory that Drayton and Wood were not married, and thus that Drayton was not entitled to Wood’s Savings Plan benefits.4 Those contentions were that (1) the prior interpleader cases to ascertain the proper recipient of Wood’s other employee benefits determined that the marriage was invalid since they awarded his other benefits to Plaintiff; (2) the marriage was invalid because Drayton failed to timely file the marriage certificate; (3) Wood lacked the capacity to consent to the marriage because of his illness and cancer treatment; and (4) no marriage ceremony ever took place.5 The Court assessed each of these allegations, and found that only the allegation that no marriage ceremony took place, if true, could invalidate the marriage, since the presumption of validity would not take effect if the parties never actually entered into a marriage. Thus, the only remaining question to be addressed on summary judgment is whether a marriage ceremony between Wood and Drayton took place, thereby creating a presumptively valid marriage and making Drayton, rather than Plaintiff, the proper beneficiary of Wood’s Savings Plan.

II. Summary Judgment Standard

Summary judgment is appropriate if the moving party demonstrates “that there is no genuine dispute as to any material fact” and that it is “entitled to judgment as a matter of law.”6 In applying this standard, the court views the evidence and all reasonable inferences therefrom in the light most favorable to the nonmoving party.7 “There is no genuine issue of material fact unless the evidence, construed in the light most favorable to the non-moving party, is such that a reasonable jury could [1343]*1343return a verdict for the non-moving party.”8 A fact is “material” if, under the applicable substantive law, it is “essential to the proper disposition of the claim.”9 An issue of fact is “genuine” if “there is sufficient evidence on each side so that a rational trier of fact could resolve the issue either way.”10

The moving party initially must show the absence of a genuine issue of material fact and entitlement to judgment as a matter of law.11 In attempting to meet this standard, a movant that does not bear the ultimate burden of persuasion at trial need not negate the other party’s claim; rather, the movant need simply point out to the court a lack of evidence for the other party on an essential element of that party’s claim.12

Once the movant has met the initial burden of showing the absence of a genuine issue of material fact, the burden shifts to the nonmoving party to “set forth specific facts showing that there is a genuine issue for trial.”13 The nonmoving party may not simply rest upon its pleadings to satisfy its burden.14 Rather, the nonmov-ing party must “set forth specific facts that would be admissible in evidence in the event of trial from which a rational trier of fact could find for the nonmovant.”15 Rule 56(c)(4) provides that opposing affidavits must be made on personal knowledge and shall set forth such facts as would be admissible in evidence.16 The non-moving party cannot avoid summary judgment by repeating conclusory opinions, allegations unsupported by specific facts, or speculation.17

Finally, summary judgment is not a “disfavored procedural shortcut;” on the contrary, it is an important procedure “designed to secure the just, speedy and inexpensive determination of every action.”18

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Cite This Page — Counsel Stack

Bluebook (online)
134 F. Supp. 3d 1339, 60 Employee Benefits Cas. (BNA) 2917, 2015 U.S. Dist. LEXIS 129122, 2015 WL 5671209, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jenkins-dyer-v-drayton-ksd-2015.