Shea v. Louisiana State Employees' Retirement System

521 So. 2d 614, 1988 La. App. LEXIS 615, 1988 WL 15892
CourtLouisiana Court of Appeal
DecidedFebruary 23, 1988
DocketNo. CA 87 0118
StatusPublished
Cited by3 cases

This text of 521 So. 2d 614 (Shea 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
Shea v. Louisiana State Employees' Retirement System, 521 So. 2d 614, 1988 La. App. LEXIS 615, 1988 WL 15892 (La. Ct. App. 1988).

Opinion

LOTTINGER, Judge.

This is a suit by Frank J. Shea against the Louisiana State Employees’ Retirement System and its director, Vernon L. Strickland, for a writ of mandamus. From a judgment granting the writ of mandamus, defendants appeal.

FACTS

Plaintiff has been a judge of the Criminal District Court for the Parish of Orleans since September 16, 1963. As a judge, plaintiff is a member of the Louisiana State Employees’ Retirement System pursuant to La.R.S. 13:11. This suit was filed alleging that plaintiff should no longer be required to make employee contributions to the defendant retirement system.

As of May 15, 1986, one month before this suit was filed, plaintiff had credit with the system for three years of service which was transferred from the District Attorney’s Retirement System and twenty-three years of service as a judge of the Criminal District Court for the Parish of Orleans. Plaintiffs credit which was transferred from the District Attorney's Retirement System entitles plaintiff to a retirement benefit formula of two and one-half percent per year for such service. As of May 15, 1986, the plaintiffs service credit entitled him to eighty-eight percent of his average compensation (three years at two and one-half percent — 7.5%—plus twenty-three years at three and one-half percent — 80.5%—equals eighty-eight percent). Plaintiff has not retired, but is currently serving as a judge of the Criminal District Court for the Parish of Orleans.

TRIAL COURT

The trial court rendered judgment issuing a writ of mandamus directing that the unused portion of plaintiff’s annual vacation time be carried over into the next calendar year and accumulated year to year, that all of the plaintiff’s unused accumulated annual vacation time was to be credited to the increase of the retirement benefit contribution of the plaintiff (converted to retirement system credit) prior to his retirement, and that no further deduction shall be effected by defendant from plaintiff.

ASSIGNMENTS OF ERROR

In appealing, defendants contend the trial court erred in determining that:

1. any unused portion of vacation time conferred pursuant to La.R.S. 13:1342 carries over into the next calendar year and accumulates from year to year;
2. any unused portion of vacation time conferred pursuant to La.R.S. 13:1342 could be converted to membership credit in the defendant-retirement system pursuant to La.R.S. 42:421 and 563;
3. unused vacation time could be converted to membership credit in the defendant-retirement system prior to actual retirement; and
4. the plaintiff is no longer required to pay employee contributions to the defendant-retirement system.

[616]*616I

The basis of plaintiffs argument is that under La.R.S. 13:1342, as a judge of the Criminal District Court for the Parish of Orleans, plaintiff is entitled to two and one-half months vacation time per year; that under La.R.S. 42:421 and 563 plaintiff is allowed to accrue and accumulate annual leave; and that under La.R.S. 42:658 if plaintiffs accrued and accumulated annual leave is combined with his earned credit in the defendant retirement system, he will have earned benefits equal to one hundred percent of his average compensation and no further contributions shall be required of him.

II

Pretermitting the issue of whether the annual vacation granted Criminal District Court Judges for the Parish of Orleans can be carried forward from one year to another and thus accrued and accumulated, it must be determined whether plaintiff falls within the ambit of La.R.S. 42:421 and 563.

III

La.R.S. 42:421 provides:

A. No officer or ex-officer of the state or of any state agency, appointed by the governor shall be paid anything by the state or any state agency for any time which may elapse after separation from his office or employment either under the guise of paying for annual leave which accrued to and was unused by him prior to separation or under any other guise whatsoever.
B. No limitation shall be placed upon the amount of annual leave which any employee of the state or of any state agency may accrue during the period of his employment; provided, however, that any employee of the state or of any state agency shall accrue annual leave at the same rate as is provided for members of the classified service of the state by the Civil Service Commission; and provided, further, that any employee or ex-employee of the state or of any state agency may be paid for accrued annual leave amounting to the same maximum as is provided for members of the classified service of the state by the Civil Service Commission as approved by the governor after his separation from his office or employment if the annual leave has been accrued under established leave regulations and an attendance record has been maintained for the employee by his supervisor. When an employee covered by this Subsection retires, or whenever any such employee dies while still a member of any retirement system to which the state contributes in whole or in part and before retirement, leaving a surviving spouse or dependent or both who are entitled to benefits from said system, his unused accumulated annual leave in excess of the amount for which payment is received, as above provided, shall be added to his membership service. The employee’s unused accumulated annual leave shall not be used to determine eligibility for retirement, but shall be credited to the member only after it is determined that the member is otherwise eligible for retirement.

A careful reading of section 421 is necessary for a clear understanding of what is intended. Paragraph A simply prohibits an officer or ex-officer of the state appointed by the governor from receiving the benefits of accrued annual leave. Since plaintiff is an elected official, Paragraph A does not apply.

Paragraph B consists of three sentences. The first sentence provides 1) that no limitation shall be placed on the amount of annual leave any employee may accrue, 2) that the accrued annual leave shall be at the same rate as is provided for members of the classified civil service, and 3) that the employee or ex-employee may be paid for accrued annual leave after his separation from his office or employment. The second sentence provides that “[w]hen an employee covered by this Subsection retires,” thus requiring that the employee be retired. The third sentence prohibits the use of unused accumulated annual leave to determine retirement eligibility. The second part of sentence three, “but shall be credited to the member only after it is [617]*617determined that the member is otherwise eligible for retirement” is merely complementary of the second sentence and does not change the requirement that the employee must retire to acquire the benefits of unused accrued annual leave.

Therefore, we conclude that Section 421 only applies to employees after their separation from employment or retirement.

IV

At the time this suit was filed, June 16, 1986, La.R.S. 42:5631 provided:

A.All accumulated annual leave for which payment cannot be made in accordance with law and all unused sick leave accumulated at the time of retirement shall be credited to the member on the following basis:

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Related

Opinion Number
Louisiana Attorney General Reports, 2002
Shea v. Louisiana State Employees' Retirement System
523 So. 2d 235 (Supreme Court of Louisiana, 1988)

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Bluebook (online)
521 So. 2d 614, 1988 La. App. LEXIS 615, 1988 WL 15892, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shea-v-louisiana-state-employees-retirement-system-lactapp-1988.