Montgomery v. Board of Administration, Etc.

93 P.2d 1046, 34 Cal. App. 2d 514, 1939 Cal. App. LEXIS 134
CourtCalifornia Court of Appeal
DecidedSeptember 11, 1939
DocketCiv. 2330
StatusPublished
Cited by19 cases

This text of 93 P.2d 1046 (Montgomery v. Board of Administration, Etc.) 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
Montgomery v. Board of Administration, Etc., 93 P.2d 1046, 34 Cal. App. 2d 514, 1939 Cal. App. LEXIS 134 (Cal. Ct. App. 1939).

Opinions

MARKS, J.

This is an action to compel respondents to pay appellants certain employees ’ pension or retirement benefits claimed to have accrued under the provisions of the charter and ordinances of the city of San Diego. The trial court held that none of the appellants were entitled to receive pensions and this appeal followed.

A. R. Kennedy was retired on November 1, 1935, and received his pension up to the date of his death. His widow, Anna Maude Kennedy, succeeded to his pension rights. Except where clarity requires, we will make no distinction between deceased and his widow, the intervener.

The first charter of the city of San Diego (Stats. 1889, p. 643, amended Stats. 1925, p. 1351) provided for a retirement plan for certain employees of the city. These provisions were reenacted in the present charter (Stats. 1931, p. 2838) without any substantial change affecting the rights of’the parties before us. We will, therefore, not concern ourselves with the older charter provisions and all references will be to the present charter.

Article nine of the present charter contains the following provisions:

“Section 141. City Employees’ Retirement System. The Council of The City of San Diego, State of California, is hereby authorized and empowered by ordinance to establish [517]*517a retirement system and to provide for death benefits for public employees other than policemen and firemen (who are now members of a pension system) and elective officers, and members of Commissions who serve without pay; provided, however, that in no retirement system so established shall an employee be retired—except in case of disability, incapacitating the employee for the performance of his duties—before he reaches the age of sixty-two and before ten years of continuous service; . . . Retirement shall be compulsory at the age of seventy-two. ’ ’
' ‘ Section 144. Board of Administration. The system shall be managed by a Board of Administration which is hereby Created, . . .
“The Board of Administration may establish such rules and regulations as it may deem proper; . . .
“The Board of Administration shall be the sole authority and judge under such general ordinances as may be adopted by the Council as to the conditions under which persons may be admitted to benefits of any sort under the retirement system; and shall have' exclusive control of the administration and investment of such fund or funds as may be established, . . . Provided, however, that the Auditor and Comptroller shall refuse to allow any warrant drawn for payment of a retirement allowance if, in the opinion of the Auditor and Comptroller such retirement allowance has been granted in contravention of this Article or any ordinance passed under the authority granted herein.”
“Section 146. Additional Provisions. The council is hereby fully empowered by a majority vote of the members to enact any and all ordinances necessary, in addition to the ordinance authorized in Section 141 of this Article, to carry into effect the provisions of this Article; and any and all ordinances so enacted shall have equal force and effect with this Article and shall be construed to be a part hereof as fully as if drawn herein.”

In 1927, the city council of San Diego adopted ordinances setting up its retirement system. These ordinances attempted to provide for credits to employees for employment that had been intermittent and not continuous. It provided for the issuance of certificates to employees for the total of such intermittent periods of employment which should be [518]*518credited on the total of ten years’ continuous employment required in the charter as a prerequisite to retirement.

For a number of years the retirement system was administered under the terms of the ordinances. Those employees who had ten years’ service, even though part of it was intermittent, were retired and received their pensions. In 1938, this procedure was questioned and the Board of Administration of the City Employees’ Retirement System suspended payments to those pensioners who did not have ten years’ continuous service to their credit.

An action in declaratory relief was brought by a pensioner, presumably on behalf of all other pensioners, setting forth the controversy that had arisen and asking the Superior Court of San Diego County to determine and declare the rights of the pensioners under the charter and the ordinances. The superior court declared those provisions of the ordinances void that attempted to give employees credit for intermittent service and held that only those who had ten years ’ continuous service to their credit could receive pensions. No appeal was taken from this judgment. Appellants have set forth portions of this judgment in their brief. It contains the following:

‘' That the words ' continuous service ’ in the Charter of the City of San Diego, n its relation to the retirement of members of the City Employees’ Retirement System of the City of San Diego, means ten consecutive years of service without break, cessation or intervening period of time, save and except such breaks or interruptions as may be caused by legally authorized vacations or leaves of absence within the power of the City to grant.”

Appellants in their reply brief state that the quoted portion of the judgment in the declaratory relief action defining continuous service is a reasonable definition of the term. We agree with that admission. Appellants admit that their records of service to San Diego do not show ten years’ continuous service as defined by the judgment in the declaratory relief case, except in one instance. To escape the natural result of this admission, they urge: that each one of them holds a certificate of service and retirement issued by respondents; that the burden of proof rests on respondents to prove lack of ten years’ continuous service on the part of [519]*519each appellant; that respondents failed to prove that the many breaks in the service of each appellant were not caused by legally authorized vacations or other lawful causes that would not break the continuity of the service.

This is an ingenious if not a convincing argument. It overlooks the elementary rule “that the burden of producing a preponderance of evidence is upon the party who has the affirmative of the issue, and remains upon him throughout the trial”. (10 Cal. Jur., p. 785, sec. 91, and cases cited.)

The appellants are the plaintiffs in the action. They have been removed from the retirement system and their pensions have been stopped. They are seeking to avoid the effect of the order of respondents depriving them of their pensions. They have alleged and must prove, before they can prevail, that they are entitled to their pensions. This includes proof of ten years’ continuous service or lawful excuse for intermissions in that service. This they failed to do, except in one instance. Our study of the record fails to disclose any evidence of ten years’ continuous service on the part of any appellant except A. R. Kennedy.

We have been cited to and have found no provision in the city charter or ordinances giving any particular significance to the certificates of service and retirement issued to appellants.

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Montgomery v. Board of Administration, Etc.
93 P.2d 1046 (California Court of Appeal, 1939)

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Bluebook (online)
93 P.2d 1046, 34 Cal. App. 2d 514, 1939 Cal. App. LEXIS 134, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-board-of-administration-etc-calctapp-1939.