Judy A. Tinnin v. MODOT & Patrol Employees' Retirement System

CourtMissouri Court of Appeals
DecidedMay 31, 2022
DocketWD84636
StatusPublished

This text of Judy A. Tinnin v. MODOT & Patrol Employees' Retirement System (Judy A. Tinnin v. MODOT & Patrol Employees' Retirement System) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Judy A. Tinnin v. MODOT & Patrol Employees' Retirement System, (Mo. Ct. App. 2022).

Opinion

In the Missouri Court of Appeals Western District JUDY A. TINNIN, ) ) Respondent, ) WD84636 ) v. ) OPINION FILED: May 31, 2022 ) MODOT & PATROL EMPLOYEES' ) RETIREMENT SYSTEM, ) ) Appellant. )

Appeal from the Circuit Court of Cole County, Missouri The Honorable Cotton Walker, Judge

Before Division Four: Cynthia L. Martin, Chief Judge, Presiding, Anthony Rex Gabbert , Judge and Janet Sutton, Judge

The Missouri Department of Transportation and Highway Patrol Employees'

Retirement System ("MPERS") appeals from the trial court's entry of judgment rejecting

MPERS's board of trustees' decision to correct a calculation error as to reduce the amount

of future monthly benefits to be paid to Judy A. Tinnin ("Tinnin"). MPERS claims that the

trial court's judgment erroneously declared and applied the law, was not supported by

substantial evidence, and was against the weight of the evidence. Because MPERS was

required by statute to correct its error in calculating the monthly benefit amount to be paid to Tinnin, we reverse the trial court's judgment, and, pursuant to Rule 84.14,1 enter

judgment in favor of MPERS.

Factual and Procedural Background2

Tinnin married Timothy Tinnin ("ex-husband") on June 25, 1983. Ex-husband

began working for the Missouri State Highway Patrol ("Highway Patrol") on August 1,

1986. As an employee of the Highway Patrol, ex-husband was a member of MPERS,

entitling him to receive a monthly pension benefit upon his retirement.

On February 1, 2008, Tinnin filed a petition for the dissolution of her marriage to

ex-husband. On February 14, 2008, MPERS sent Tinnin and ex-husband a written estimate

indicating that the monthly retirement benefit ex-husband accrued during the marriage was

estimated to be $2,747.59, and noting that the maximum amount a court could award3

Tinnin was estimated to be $1,373.79 per month, with payment commencing upon ex-

husband's retirement. A certified public accountant later determined in a pension valuation

report dated October 28, 2008, that the present value of the marital portion of ex-husband's

MPERS retirement benefits was $541,527.68.

The parties entered into a separation agreement dividing their marital property. The

separation agreement provided that upon ex-husband's retirement, Tinnin would receive

1 All rule references are to the Missouri Court Rules, Volume I - State (2021), unless otherwise indicated. 2 In an appeal from a non-contested case pursuant to section 536.150, we view the evidence and all reasonable inferences drawn therefrom in the light most favorable to the trial court's judgment and disregard all contrary evidence and inferences. BBCB, LLC v. City of Independence, 201 S.W.3d 520, 531 (Mo. App. W.D. 2006). All statutory references are to RSMo 2016, as supplemented through February 2019, except as otherwise noted. 3 Applicable to this case, the maximum amount the dissolution court could have awarded Tinnin from ex- husband's MPERS's retirement benefit was "fifty percent of the amount of the member's annuity accrued during all or part of the time while the member and alternate payee were married." Section 104.312.1(3).

2 40.77 percent of ex-husband's MPERS retirement benefits that accrued during the

marriage. On December 30, 2008, the Circuit Court of Callaway County entered a decree

of dissolution ("Dissolution Decree"), which incorporated the terms of the separation

agreement. As such, the Dissolution Decree did not award Tinnin a specific amount to be

paid each month from ex-husband's MPRES's retirement benefits, and instead awarded

Tinnin a monthly benefit upon ex-husband's retirement that equates to 40.77 percent of ex-

husband's retirement benefits that accrued during the marriage.

On March 19, 2009, the Circuit Court of Callaway County entered a division of

benefits order that directed MPERS to "pay directly to [Tinnin] 40.77% of the monthly

benefit accrued during the marriage, otherwise payable to [ex-husband]." Mariel Hale

("Hale"), a senior benefit specialist for MPERS, sent a letter to Tinnin dated July 27, 2009,

that stated:

The monthly retirement benefit accrued from August 1, 1986 (date of employment) to December 30, 2008 (date of divorce), was $6,994.01. The [division of benefits order] indicates Ms. Judy Tinnin was awarded 40.77% of the benefit; therefore, she will receive a monthly benefit in the amount of $2,831.07 at the time [ex-husband] retires.

Hale's letter was in error, as it inadvertently overstated the amount of ex-husband's monthly

retirement benefit by using the amount of ex-husband's monthly final average pay at the

time. Ex-husband's monthly retirement benefit that accrued during the marriage was

actually $3,320.77.

After receiving the July 27, 2009 letter, Tinnin met with a financial advisor to plan

for retirement using the assumption that, upon ex-husband's retirement, she would begin

receiving $2,831.07 in monthly benefits from MPERS. The financial advisor adjusted

3 Tinnin's retirement investments in reliance on this assumption, and advised Tinnin that she

would be able to retire while maintaining a similar standard of living. Tinnin met with the

same financial advisor regularly over the years to revisit her retirement strategy, and each

time, Tinnin and the financial advisor relied on the assumption that Tinnin would begin

receiving $2,831.07 in monthly benefits from MPERS upon ex-husband's retirement.

On July 11, 2018, MPERS sent Tinnin a letter to inform her that ex-husband had

applied to retire effective September 1, 2018. The July 11, 2018 letter advised Tinnin that

upon ex-husband's retirement, and pursuant to the division of benefits order, Tinnin would

begin receiving a monthly payment of $1,353.88.

After receiving the July 11, 2018 letter, Tinnin contacted MPERS and advised that

she had been relying on the amount stated in MPERS's July 27, 2009 letter for nine years.

MPERS's staff denied Tinnin's request to adjust the amount of the monthly benefit that

would be paid to Tinnin upon ex-husband's retirement.

On August 29, 2018, Tinnin's attorney requested a review of staff's decision by

MPERS's board of trustees. MPERS's board of trustees reviewed Tinnin's claim on

February 21, 2019. The following day, MPERS's general counsel advised Tinnin in writing

that the board of trustees agreed with staff's determination that Tinnin's monthly benefit

should be $1,353.88. The letter advised Tinnin that, if she wished to pursue the matter

further, she would need to seek review in the Circuit Court of Cole County.

Tinnin filed suit against MPERS in the Circuit Court of Cole County on March 19,

2019. Tinnin's petition ("Petition") alleged that the hearing before MPERS's board of

trustees was a non-contested case, and sought judicial review of the board's decision

4 pursuant to section 536.150.4 In Count I, the Petition asked the trial court to conclude that

MPERS's refusal to honor the monthly benefit calculation set forth in the July 27, 2009

letter "should be overturned as being unconstitutional, unlawful, unreasonable, arbitrary

and capricious, and involving an abuse of discretion." Count II of the Petition asked the

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Judy A. Tinnin v. MODOT & Patrol Employees' Retirement System, Counsel Stack Legal Research, https://law.counselstack.com/opinion/judy-a-tinnin-v-modot-patrol-employees-retirement-system-moctapp-2022.