Texas Municipal Retirement System v. Roark

401 S.W.2d 913, 1966 Tex. App. LEXIS 2667
CourtCourt of Appeals of Texas
DecidedApril 6, 1966
DocketNo. 11381
StatusPublished
Cited by2 cases

This text of 401 S.W.2d 913 (Texas Municipal Retirement System v. Roark) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Texas Municipal Retirement System v. Roark, 401 S.W.2d 913, 1966 Tex. App. LEXIS 2667 (Tex. Ct. App. 1966).

Opinion

PHILLIPS, Justice.

This suit was brought by Mrs. Ruth Roark, the appellee here, against the Texas Municipal Retirement System, appellant, on the theory that she was entitled to a retirement annuity from the Retirement System under the provisions of a statute enacted in 1963 (Chapter 223, Acts Regular Session, 58th Legislature) as an amendment to the Act governing the system (Article 6243h, Vernon’s Civil Statutes of Texas.) The amendment of 1963 is set out in Sec. VI, subsection 8, of Article 6243h, Vernon’s Ann.Civ.St.

The case was tried before the court sitting without a jury and the pertinent facts were stipulated.

The court entered judgment ordering appellant to pay appellee a monthly retirement benefit of $100.67 per month beginning October 31,1963 and continuing for her life, and upon her death, to pay her nephew $50.34 per month for his life, and that such monthly amounts from October 31, 1963 to June30, 1965 (aggregating $2,114.07) should be paid to plaintiff in a lump sum, with interest thereon from date of judgment at 6% per annum.

The appellant Texas Municipal Retirement System has perfected its appeal from this judgment.

We reverse the judgment of the trial court and render judgment that appellee take nothing in this suit.

Appellant is before this Court on four points of error,1 however inasmuch as we sustain its first point we need not discuss the other three.

Appellant’s first point of error is that the statute under which appellee claims benefits (Chapter 223, Acts 58th Legislature) is invalid, because it attempts to require payment of a pension to plaintiff under a retirement plan or system to which the affected cities of Marfa and Pasadena have not consented, thus violating the provisions of Sec. 51 — f, Art. Ill, of the Texas Constitution, Vernon’s Ann.St. that participation by cities in the statewide retirement plan “shall be voluntary.”

We sustain this point.

For practical purposes, the facts of the instant case are undisputed. These facts concerning Mrs. Roark’s employment by the cities of Marfa and Pasadena, as well as her dealings with the System, are detailed in a written stipulation introduced by plaintiff. The pertinent facts are:

On July 1,1948, the City of Marfa, Texas, elected to become and became a participat[915]*915ing municipality in the Texas Municipal Retirement System.

The plaintiff-appellee, Ruth Roark, was an employee of the City of Marfa on July 1, 1948, and had been an employee of that municipality for a period of 276 months prior to that date. As an employee of a participating department of the City of Marfa on the date the City became a participating municipality in the System, Mrs. Roark became a member of the System for the first time.

As a beginning member with prior service with Marfa, Mrs. Roark claimed and was issued a prior certificate covering the 276 months for which she had worked for Mar-fa prior to the date of its participation in the System at an average prior service compensation of $250.00 per month. This certificate not only recites that it “is issued in accordance with and subject to the provisions of chapter 24, Acts of the 51st Legislature,” but further expressly states the statutory condition upon which it was issued as follows :

“When membership ceases, this prior service certificate shall become void. Should one again become a member after his membership has terminated, such person will not be entitled to credit for prior service.”

After the City of Marfa became a participating municipality of the System, Mrs. Roark remained in its employment for a period of ten months. During that ten-month period she made current-service deposits to the System in the aggregate amount of $132.00.

On April 30, 1949, Mrs. Roark was discharged from her employment with the City of Marfa.

On October 1, 1949, Mrs. Roark entered the employment of the City of Pasadena, Texas, which was not a participating municipality of the Texas Municipal Retirement System.

Both prior to and during the period of her employment with the City of Pasadena, Mrs. Roark was advised by officials of the System in regard to her status and rights under the statute, and what was required to keep them effective. The substance of the advice given her is set out in a letter opinion from counsel for the System to the Director under date of December 8, 1959. That letter pointed out to her that her 23 years of creditable service at Marfa was not sufficient to qualify her for service retirement at less than age sixty (that 28 years of creditable service was necessary). Further, since she was 53 years of age when she was discharged at Marfa, and since more than sixty months would elapse before she would reach age sixty (required for service retirement with at least fifteen years of creditable service) she was told that she would lose her membership in the System and all claim for credit for her antecedent service, unless she returned to work for some participating municipality within sixty months from the date of her discharge at Marfa. The letter pointed out that the City of Pasadena was not a participating municipality of the System, and that her employment there would not preserve her membership in the System. On this point, the letter concludes :

“Only by returning to service of some participating municipality within the sixty months period can she preserve her membership in the Texas Municipal Retirement System for a sufficient period to complete the service requirements and membership requirements of the act, so as to entitle her to a service retirement benefit at age sixty.”

Despite the information given her concerning consequences of her absence from employment in a participating municipality, Mrs. Roark remained in the employment of the City of Pasadena. On or about June 1, 1954, Mrs. Roark was advised by the System officials that her membership in the System had terminated by reason of her continuous absence from employment by a participating municipality for more than sixty months; [916]*916and she was advised that she had the right to withdraw the $132.00 deposited by her with the System while she was working for the City of Marfa, together with interest accumulated thereon. She thereafter applied for refund of such deposits and interest, and was paid ($143.15) such sum by the System.

On August 1, 1956, the City of Pasadena, Texas elected to become a participating municipality of the Texas Municipal Retirement System. Mrs. Roark, as an employee of the City of Pasadena on the effective date of its becoming a participating municipality again became a member of the System, and she filed a claim against the City of Pasadena for prior service credit with that municipality for the 82 months she had worked there. She was issued a certificate covering those 82 months of prior service with Pasadena at an average prior service compensation of $300.00 per month, and that instrument likewise contained the language quoted above as conditions of its remaining effective.

From August 1, 1956, Mrs. Roark continued in the employment of the City of Pasadena for a period of 39 months. She was discharged from her employment with the City of Pasadena on October 31, 1959. During the period from August 1, 1956 until the termination of her employment of the City of Pasadena on October 31, 1959, the City of Pasadena being a participating municipality during all such time, Mrs.

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401 S.W.2d 913, 1966 Tex. App. LEXIS 2667, Counsel Stack Legal Research, https://law.counselstack.com/opinion/texas-municipal-retirement-system-v-roark-texapp-1966.