Rockwell v. York County Retirement Board

175 A.2d 831, 405 Pa. 406, 1961 Pa. LEXIS 671
CourtSupreme Court of Pennsylvania
DecidedDecember 5, 1961
DocketAppeal, 1
StatusPublished
Cited by17 cases

This text of 175 A.2d 831 (Rockwell v. York County Retirement Board) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rockwell v. York County Retirement Board, 175 A.2d 831, 405 Pa. 406, 1961 Pa. LEXIS 671 (Pa. 1961).

Opinions

Opinion by

Mr. Justice Benjamin R. Jones,

Ella M. Rockwell, a court stenographer employed by Fayette County, voluntarily retired under a superannuation retirement plan of Fayette County on March 1, 1947 and from that date until January 8, 1960 she received retirement pay from Fayette County. In 1947, Miss Rockwell, having left her employment by Fayette County, became a court stenographer and an employee of York County and, as such court stenographer, she received an annual salary plus transcript and folio fees.

During 1959, pursuant to the Fourth Class County Retirement Law,1 the County Commissioners of York County, by a duly adopted resolution, created a retirement system for employees of York County, which retirement system became effective on January 4, 1960. [408]*408The parties have stipulated that on January 4, 1960— the effective date of the retirement system — Ella May Rockwell was an “original member” of the retirement system within the meaning of the Fourth Class County Retirement Law and remained an “original member” until her death on January 8, 1960, just four days subsequent to the effective date of the retirement system.

Prior to her death at age 72, Miss Rockwell had attained “superannuation age”, had never made any application to York County for retirement benefits and York County was indebted to her in the amount of $80.21 for salary from January 1, 1960 to January 8, 1960.

Subsequent to Miss Rockwell’s death, Mary C. Rockwell, as executrix of Miss Rockwell’s estate, requested the York County Retirement Board (Board)2 to deduct from the salary then due Miss Rockwell by York County her proportionate contribution to the retirement fund on account of salary earned from January 4, 1960 to January 8, 1960; upon refusal by the Board to do so, a tender was made to the Board of the amount Miss Rockwell would have been required to contribute to the retirement fund and this tender was refused by the Board.

Miss Rockwell’s executrix then instituted an action against the Board in the Court of Common Pleas of York County wherein the parties stipulated the essential facts. That court (Liverant, J., dissenting, in part), entered a judgment in favor of Miss Rockwell’s estate and against the Board in the amount of $10,-265.23 conditioned upon Miss Rockwell’s estate paying to the Board the contribution required for the period from January 4, to January 8, 1960. This appeal followed.

[409]*409This appeal raises three issues: (1) whether the estate of a deceased county employee who was employed on the effective date of the retirement system but died before contributing to the retirement fund and before making application for retirement is entitled to the benefits of the retirement fund so long as her personal representative tenders the contribution based upon the compensation earned between the effective date of the system and the date of death; (2) whether folio and transcript fees paid to a court stenographer are to be included in computing the retirement benefits of such court stenographer; (3) whether a county employee is barred from receiving retirement benefits from two different and separate political subdivisions?

On January 4, 1960, Miss Rockwell was a “county employee” of York County within the terms of the Act (Act of August 28, 1959, P. L. 772, §1, 16 PS §11562) and classified thereunder as an “original member” of the retirement system. Upon the establishment of the system Miss Rockwell had no option as to membership in the fund; it was mandatory upon her, under the provisions of the Act, as an “appointed county employee”, to “become a member of the retirement system ... as of the date the (system) is established”3 and she was required to contribute to the fund through payroll deductions which it was the obligation of the Board to require.4 Likewise it was the duty and obligation of the county to appropriate moneys into the fund.5 On [410]*410the date of the establishment of the system, Miss Rockwell automatically became a member of the system, mandated by the legislature to contribute to the fund and had then reached the superannuation age. For the four days during which Miss Rockwell remained a county employee the county" was not only obligated to pay her for her services but also to deduct from such payment her contribution to the fund.

The Board argues that Miss Rockwell, having failed to file a written statement setting forth at what time she desired to retire, did not become entitled to retirement benefits. Under one section of the Act (1941, July 8, P. L. 298, §12; 1949, May 17, P. L. 1398, §2; 1953, July 27, P. L. 610, §1, 16 PS §11572) a contributor, reaching superannuation retirement age, “may6 retire for superannuation” by filing a written statement with the board setting forth when the contributor desires to retire and under another section of the Act (1941, July 8, P. L. 298, §13.1, added 1955, Oct. 7, P. L. 680, §4) a contributor entitled to retire by reason of reaching superannuation retirement age “may”7 file with the board an application for retirement requesting retirement to become effective as of the time of death and electing one of the four options and naming a beneficiary. The Board held, that absent such applications by Miss Rockwell, no right to retirement benefits arose. With this contention we cannot agree. From an examination of the Act in its entirety it is clear that Sections 12 and 13.1 provide simply methods whereby a member of the retirément system, having attained superannuation age (age 60), may give notice to the Board and select an appropriate option for the payment of benefits. It was not the legislative purpose, in the case of a member who dies before giving such [411]*411notice, to deprive such member’s estate of retirement benefits. In fact, Section 4 of tbe Act, as amended,8 provides that any “contributor who ... by reason of having reached superannuation retirement age, and who shall die while in county service before filing with the retirement board a written application for retirement . . . shall be considered as having elected Option One, . . . as of the date of . . . her death”. In such event, payment under Option One shall be made to “[either] the beneficiary designated [or] legal representative of said contributor.” Under Option One payment is made of the balance of the value of the member’s annuity and county annuity. The Act9 further provides: “In computing the length of service of a contributor for retirement purposes, full credit shall be given to each original member for each year of service rendered to the county prior to the time the system became effective”. Had Miss Rockwell retired on January 8, 1960, even though she had only made one contribution to the fund, in the computation of the benefits to which she was entitled, she would have been credited with her prior years of service; her estate is entitled to no less.

In Retirement Board of Allegheny County v. McGovern, 316 Pa. 161, 172, 173, 174, A. 400, we stated: “. . . To effect a beginning and to obtain the desired result, there must be some date when the system will start and contributions begin. A given year, a fixed, definite day was usually selected ....

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Rockwell v. York County Retirement Board
175 A.2d 831 (Supreme Court of Pennsylvania, 1961)

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Bluebook (online)
175 A.2d 831, 405 Pa. 406, 1961 Pa. LEXIS 671, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rockwell-v-york-county-retirement-board-pa-1961.