Williamson v. Williamson

457 S.W.2d 311, 1970 Tex. App. LEXIS 2401
CourtCourt of Appeals of Texas
DecidedJuly 29, 1970
Docket11769
StatusPublished
Cited by5 cases

This text of 457 S.W.2d 311 (Williamson v. Williamson) 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
Williamson v. Williamson, 457 S.W.2d 311, 1970 Tex. App. LEXIS 2401 (Tex. Ct. App. 1970).

Opinion

O’QUINN, Justice.

This is a divorce proceeding in which the sole question on appeal is whether the trial court correctly awarded an interest in two retirement plans to the wife.

Appellant, Hugh Dorry Williamson, sued appellee for divorce and for partition of community property in event the parties failed to divide their property by agreement.

The trial court, without intervention of a jury, commenced trial of this cause on December 12, 1969, recessed the hearing to January 2, 1970, and on that date rendered judgment granting a divorce and partitioning certain real and personal community property between the parties. The trial court severed and continued for later hearing the issue of partition of the interest of the community estate in two retirement plans.

The court heard the separate issue on February 3, 1970, and that day awarded to the wife an interest in the two retirement plans according to a formula set forth in the judgment. Appellant was awarded all interests in the two plans save that awarded the wife.

Both parties excepted and gave notice of appeal. The husband alone perfected an appeal, and brings error under two points. The first point is error in awarding appel-lee an interest in the retirement plans according to the formula prescribed in the judgment, and the second point is error in awarding appellee any interest whatever in the two plans.

We overrule both points and affirm judgment of the trial court.

Hugh Dorry Williamson, appellant, and Lillie Maurine Williamson, appellee, were married on July 17, 1943, and lived together continuously, except for a short period in July, 1965, until October 9, 1965, when they separated and thereafter lived apart. Appellant filed suit for divorce May 26, 1969, under paragraph (4) of Article 4629, Vernon’s Anno.Civ.Sts., which provides that divorce may be decreed if the spouses have lived apart without cohabitation for as long as three years. (See sec. 3.06, ch. 3, subch. A, Family Code, Vernon’s Tex.Codes Anno.; Acts 1969, 61st Leg., ch. 888, ef *313 fective January 1, 1970). The trial court dissolved the marriage on this ground.

Appellant on January 1, 1955, was in the employment of a labor organization that entered into an agreement and declaration of trust establishing a “staff retirement plan” in which appellant shared as an employee. Thereafter, by reason of appellant’s position in the labor organization, the trustees of the Iron Workers Pension Fund, a different retirement plan, decided in October, 1968, to provide coverage under that plan for appellant effective April 1, 1968.

Under the first plan, appellant was a beneficiary of a retirement plan, known as the Bridge and Iron Workers Staff Retirement Plan, to which he had contributed $6,499.25 out of his earnings and to which his employer had contributed $10,604.75 as of December 1, 1969.

Under the second plan, appellant was a beneficiary of a pension plan, designated the Iron Worker’s Pension Fund, that went into effect in 1968, but which took into account prior service extending back to 1942. Appellant testified that his participation in the pension fund was on account of services he performed during marriage. Appellant also testified that he understood that this plan “presently covered” him, but that coverage was contingent upon “whether or not the Executive Council of the Iron Worker’s International Union agrees that we can be covered under the plan.”

Appellant and two other staff workers were included in the pension plan by trustees of the Iron Workers Pension Fund, coverage to be effective April 1, 1968, as we have already observed, but apparently this action was subject to final approval by the Executive Council referred to by appellant. The pension plan was for the benefit of members of various locals of the union. Appellant had been a member of one or more of the locals during the entire marriage, and when he was included in the coverage in 1968 he received credit for his prior membership in the locals.

Both the staff retirement plan and the workers’ pension fund provided that benefits could commence at age fifty-five. Appellant was born May 15, 1914, and reached age fifty-five on May 15, 1969. Under the staff retirement plan the normal retirement age was sixty-two.

The trial court made no distinction between the two retirement plans in partitioning the benefits of the plans to the parties. The pertinent portions of the judgment making partition are set out:

“ * * * the Court * * * is of the opinion and finds that as an employee plaintiff [appellant] is entitled to certain benefits in each of two retirement plans * * * Bridge and Iron Workers Staff Retirement Plan and Iron Workers’ Pension Fund originally adopted November 9, 1964, pursuant to an agreement and declaration of trust dated November 26, 1964, that the interest in each such pension plan is community property of the plaintiff and the defendant and that it would be fair, just and equitable to divide * * * that interest * * * into equal parts without any regard to * * * the division * * * of other community property * * * heretofore divided * * * and that under the circumstances the most effective way to accomplish an equal division and partition of the interest in each such retirement plan is the following award * *

“ * * * that Lillie Maurine Williamson be and she is hereby awarded as her part and share in each of said retirement plans a ¾6⅛ interest in the benefits paid or to be paid under the plan if, as and when benefits paid or to be paid while plaintiff is fifty-five years of age; provided, however, that at the beginning of each year of the anniversary of the birth of plaintiff hereafter the fractional interest of defendant shall be reduced proportionately until benefits become payable or until plain *314 tiff shall cease to accumulate credited service under each such plan, or until plaintiff becomes sixty-two years of age, whichever occurs sooner, so that, for example, on May 15, 1970 defendant’s fractional interest shall be %7ths, on May 15, 1971, %sths and so on in a like manner until May 15, 1976 when defendant’s fractional interest shall be and thereafter remain %3rds * * ⅜»

The judgment further provided that appellant be awarded as his “ * * * share in each of said retirement plans all interests therein save and except that interest hereinabove awarded to defendant.”

The Supreme Court has held that property acquired by the husband during marriage is community property subject to distribution in divorce proceedings to both the husband and the wife unless the property was acquired by gift, devise or descent. Herring v. Blakeley, 385 S.W.2d 843 (Tex.Sup.Ct.1965). Interests in both the staff retirement plan and the pension fund were acquired during marriage, and no contention is made that either interest was acquired by devise or descent.

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Cite This Page — Counsel Stack

Bluebook (online)
457 S.W.2d 311, 1970 Tex. App. LEXIS 2401, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williamson-v-williamson-texapp-1970.