Moise v. Louisiana State Employees' Retirement System

366 So. 2d 1054, 1978 La. App. LEXIS 3381
CourtLouisiana Court of Appeal
DecidedDecember 27, 1978
DocketNo. 12367
StatusPublished
Cited by7 cases

This text of 366 So. 2d 1054 (Moise v. Louisiana State Employees' Retirement System) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moise v. Louisiana State Employees' Retirement System, 366 So. 2d 1054, 1978 La. App. LEXIS 3381 (La. Ct. App. 1978).

Opinion

CHIASSON, Judge.

Plaintiff-appellee, Frank Moise, Jr., has been the deputy judicial administrator for the Louisiana Supreme Court since August 1,1968. He was a member of the Louisiana State Employees’ Retirement System from August 1, 1968 through October of 1976. The 1976 Session of the Legislature passed Act 518 creating a Retirement Plan for Judges and Officers of the Court, La.R.S. 13:11 through 13:26. La.R.S. 13:13 lists those judges and court officers eligible to become members of the retirement plan provided by La.R.S. 13:11 through 13:26. Plaintiff-appellee’s position is listed in La. R.S. 13:13(2).

Paragraph A of La.R.S. 13:14 provides: “A. Each judge and court officer described in R.S. 13:13 who is in office on the effective date of this Part is hereby granted the option to become a member of the Louisiana State Employees’ Retirement System for a period of one hundred twenty days from said date by electing to avail himself within said time of all the benefits, emoluments, and conditions of said system as presently provided by R.S. 42:541 through R.S. 42:699, and of all benefits, emoluments, and conditions otherwise applicable to said system by the statutory laws of Louisiana, including the provisions of this Part.”

Plaintiff-appellee validly exercised the option described in this statute.

On January 20, 1978, plaintiff-appellee filed a petition for declaratory judgment making the Louisiana State Employees’ Retirement System defendant. Plaintiff-appellee contended that he could retire upon satisfying the eligibility requirements of La.R.S. 42:571 and have the survival benefits specified in La.R.S. 13:20. The declaratory judgment was sought to determine the rights, status and other legal relations existing between the parties since the Louisiana State Employees’ Retirement System had evidenced a contrary position.1

The Louisiana State Employees’ Retirement System in La.R.S. 42:571(A)(3) provides that a member may be eligible for retirement if he has “Ten years or more of service, at age sixty or thereafter, if he earns retirement eligibility while in state service.” Plaintiff-appellee is more than sixty years of age and on August 1, 1978 had served ten years as the deputy judicial administrator of the Louisiana Supreme Court, and he is thus eligible under La.R.S. 42:571(A)(3) to retire.

La.R.S. 13:16 provides the eligibility requirements for retirement under the Retirement Plan for Judges and Officers of the Court as follows:

“A. (1) Any person covered by this Part who elects to become a member of the Louisiana State Employees’ Retirement System and who prior to application for service retirement has accumulated a total of at least eighteen years of creditable service as a judge or court officer shall be entitled to retire without regard to the age he has attained at the time he makes application for retirement.
“(2) Upon attaining a total of twenty years of creditable service, at least twelve years of which were as a judge or court officer, any such person shall be entitled to retire if he has attained the age of fifty years.
“(3) Upon attaining a total of at least twelve years of creditable service as a judge or. court officer, any such person shall be entitled to retire when he attains the age of fifty-five years.
“(4) Upon attaining the age of seventy years any such person shall be entitled to retire hereunder without regard to the number of years of creditable service as a judge or court officer.”

Therefore, as of August 1, 1978, plaintiff would not meet the eligibility requirements for retirement as provided in this statute.

[1056]*1056La.R.S. 13:20 deals with survivor benefits. At the time this declaratory judgment was sought this section provided:

“Benefits for the surviving spouse, minor children, and handicapped or mentally retarded children of any deceased person enumerated in R.S. 13:13 who has elected to become a member of the Louisiana State Employees’ Retirement System shall be paid in accordance with the provisions of law applicable to survivors of members of the system; however, the benefits paid to any such surviving spouse shall not be less than one-third of the salary or compensation which was being paid to the deceased person at the time of death or retirement or an amount equal to one-half of the retirement pay which such person was entitled to receive or was receiving prior to his death, whichever is the greater. In addition, the minimum benefit for a surviving spouse shall be paid without regard to the number of years of creditable service accumulated in the system by the decedent.” (Emphasis supplied)

Two other provisions of the Retirement Plan for Judges and Officers of the Court are critical to a determination of the question presented. First, La.R.S. 13:24 provides for the rights of persons covered by this part:

“Any person covered by this Part who elects to become a member of the Louisiana State Employees’ Retirement System shall be immediately vested with all the benefits, emoluments, and conditions of the system and also with the additional benefits provided by this Part.” (Emphasis supplied)

Appellee argued that under La.R.S. 13:24 upon exercising the option granted to him in La.R.S. 13:14(A), he became immediately vested with all the benefits, emoluments, and conditions of both the Louisiana State Employees’ Retirement System and the additional benefits of the Retirement Plan for Judges and Court Officers. Appellant argued that under the same provisions that appellee can retire under one system or the other but he receives only those benefits from the system under which he retires. Thus, appellant argues if appellee retires under the authority of La.R.S. 42:571, he can only receive the survivor benefits provided for in Chapter 10, Title 42 of the Louisiana Revised Statutes.

Second, La.R.S. 13:26 deals with the applicability of laws governing Louisiana State Employees’ Retirement System, and provides:

“Except as otherwise provided in this Part the provisions of Chapter 10 of Title1 42 of the Louisiana Revised Statutes of 1950 shall be applicable to persons covered by this Part.”

Appellant contended that La.R.S. 13:26 states that La.R.S. 42:541 et seq. applies except where La.R.S. 13:11-26 applies. Ap-pellee argued that the provisions of La.R.S. 42:541 et seq. are applicable only in those instances where La.R.S. 13:14-26 are silent.

The trial court found that the appellee was an eligible person under La.R.S. 13:13 who validly exercised his option as provided in La.R.S. 13:14; that under La.R.S. 13:24 appellee is given the benefits, emoluments, and conditions of the Louisiana State Employees’ Retirement System and the additional benefits of the Retirement Plan for Judges and Officers of the Court; and therefore appellee may retire by meeting the eligibility requirements of La.R.S. 42:571 and in so doing may receive the survivor benefits as provided in La.R.S. 13:20 if he so chooses. Appellant took a suspensive appeal from this judgment.

The judgment was signed on June 22, 1978. After the signing of the judgment the Legislature by Act 5332 amended La. R.S. 13:20.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

New Orleans Fire Fighters Pension & Relief Fund v. City of New Orleans
242 So. 3d 682 (Louisiana Court of Appeal, 2018)
Harrison v. TRAUSTEES OF LA. STATE EMPLOYEES'RETIREMENT SYSTEM
671 So. 2d 385 (Louisiana Court of Appeal, 1995)
Veron v. Burbank
615 So. 2d 982 (Louisiana Court of Appeal, 1993)
Edwards v. Trustees of the Louisiana State Employees' Retirement System
600 So. 2d 1353 (Louisiana Court of Appeal, 1992)
Opinion Number
Louisiana Attorney General Reports, 1991
Boyd v. Louisiana State Employees' Retirement System
453 So. 2d 243 (Louisiana Court of Appeal, 1984)
Moise v. Louisiana State Employees' Retirement System
368 So. 2d 124 (Supreme Court of Louisiana, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
366 So. 2d 1054, 1978 La. App. LEXIS 3381, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moise-v-louisiana-state-employees-retirement-system-lactapp-1978.