Retirement Board v. Allegheny County Retirees Ass'n

590 A.2d 1338, 139 Pa. Commw. 418, 1991 Pa. Commw. LEXIS 241
CourtCommonwealth Court of Pennsylvania
DecidedMay 2, 1991
DocketNo. 1609 C.D. 1990
StatusPublished
Cited by4 cases

This text of 590 A.2d 1338 (Retirement Board v. Allegheny County Retirees Ass'n) is published on Counsel Stack Legal Research, covering Commonwealth Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Retirement Board v. Allegheny County Retirees Ass'n, 590 A.2d 1338, 139 Pa. Commw. 418, 1991 Pa. Commw. LEXIS 241 (Pa. Ct. App. 1991).

Opinion

CRAIG, President Judge.

The Retirement Board of Allegheny County appeals a decision of Judge Richard G. Zeleznik of the Court of Common Pleas of Allegheny County that denied the board’s motion for summary judgment, and granted a motion for summary judgment in favor of the Allegheny County Retirees Association (ACRA or association) and the association’s chief executive officer, James F. McGrath. We affirm.

In August 1989, the association requested the Attorney General and the Allegheny County District Attorney to initiate a quo warranto proceeding to remove two individuals who had been elected to positions on the retirement [421]*421board. Both the attorney general and the district attorney refused the association’s requests.

ACRA and McGrath then brought an equity action in the court of common pleas against the retirement board, challenging the board’s election process and seeking to remove the two elected officers from their positions on the board. In accordance with the Second Class County Code (Code), Act of July 28, 1953, P.L. 723, art. XVII, § 1703, as amended, 16 P.S. § 4703, the board is composed of the county commissioners, the treasurer, the controller, and two persons elected for four-year terms by ballot from among the members of the retirement system.

ACRA alleged that the election of the two present elected members was invalid because the board did not open the election to retirees for the purpose of running or voting for those positions on the board.

ACRA sought preliminary and permanent injunctive relief that would restrain the two new officers from serving on the board and that would require the board and its officers to hold a new election which would allow Allegheny County Retirement System retirees to vote and run for office on the board.

The trial court dismissed the board’s motion for summary judgment and granted judgment in favor of ACRA, concluding that one of the challenged board officers was entitled to serve out her term, but that the retirement board was required to hold an election for the other elected position, in which both active and retired members of the retirement system would be allowed to run for election and vote.

On appeal from the trial court’s judgment, the retirement board raises the following issues: (1) whether ACRA’s complaint sounds in quo warranto rather than in equity, and which therefore, the Attorney General or the county’s district attorney must initiate; (2) whether the common pleas court lacked jurisdiction because ACRA failed to join indispensable parties; (3) whether laches should bar ACRA from pursuing this action; and (4) whether the trial court erred in [422]*422concluding that ACRA’s members have the right to vote for board members and to run for election for positions on the board.

As Judge Zeleznik noted, the relevant statutory provisions of the Second Class County Code, relating to Allegheny County’s retirement system, read as follows:

§ 4703. Retirement board
The retirement system shall be under the direction of a board, which shall consist of ... two persons elected by ballot from among the members of the retirement system____ Ballots shall be mailed to each member of the retirement system at least twenty (20) days prior to the date of the election.

Section 1703 of the Code, 16 P.S. § 4703.

§ 4708. Compulsory membership; payments into fund; exceptions; vested interest
(a) Each county employee shall be required to become a member of the county employes’ retirement system within six months from the date of his or her employment.

Section 1708 of the Code, as amended by the Act of May 31, 1955, P.L. 111, § 1, 16 P.S. § 4708.

§ 4714. Separation from service; refund of contribution (a) ... Any person who has heretofore or who shall hereafter cease to be a county employee, shall thereafter cease to be a member of the retirement system, except such former county employee who may be eligible to receive the benefits of a. retirement allowance plus a service increment if any in accordance with the provisions of sections 1710 and 1713.

Section 1714 of the Code, as amended by the Act of May 31, 1955, P.L. 111, § 1, 16 P.S. § 4714.

1. Is equity an appropriate remedy?

The board first argues that ACRA’s equity action is actually a quo warranto action; hence, the board asserts that either the county’s district attorney or the state’s Attorney General is the appropriate party to initiate the [423]*423action. Spykerman v. Levy, 491 Pa. 470, 421 A.2d 641 (1980). The board notes that a private person has standing to bring a quo warranto action only when he can demonstrate that he has a special interest not shared by the general public, and argues that in this case, the association has failed to establish such an interest. Spykerman.

However, as Judge Zeleznik noted, the state Supreme Court has held that a party may initiate an equity action to enjoin or challenge a person who allegedly holds an elected position unlawfully when the Attorney General and the district attorney refuse to initiate a quo warranto proceeding. League of Women Voters v. Lower Merion Township Board of Commissioners, 451 Pa. 26, 301 A.2d 797 (1973). Also, we agree with Judge Zeleznik’s reasoning that the association’s members have an interest in this matter that is special and not shared by the general public. The general public is not affected by the board’s practice of denying the retirees the right to run for election and vote for positions on the board. The retirees clearly are affected.

2. Did ACRA fail to join indispensable parties?

The board argues that the trial court and this court lack jurisdiction in this case because ACRA failed to join indispensable parties — the active employee members of the retirement system. The board contends that the active employees are indispensable because the strength of the active employees’ votes will be diluted by adding retired employees to the class of voting members.

The Pennsylvania Supreme Court has indicated that the determination of whether a party is indispensable involves consideration of the following questions:

1. Do absent parties have a right or interest related to the claim?
2. If so, what is the nature of that right or interest?
3. Is that right or interest essential to the merits of the issue?
4. Can justice be afforded without violating the due process rights of absent parties?

[424]*424Mechanicsburg Area School District v. Kline, 494 Pa. 476, 481, 431 A.2d 953, 956 (1981).

The board contends that the active employees have an interest that is essential to the merits of the case, and which therefore makes them indispensable parties.

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Bluebook (online)
590 A.2d 1338, 139 Pa. Commw. 418, 1991 Pa. Commw. LEXIS 241, Counsel Stack Legal Research, https://law.counselstack.com/opinion/retirement-board-v-allegheny-county-retirees-assn-pacommwct-1991.