Younger v. State of California

137 Cal. App. 3d 806, 187 Cal. Rptr. 310, 1982 Cal. App. LEXIS 2171
CourtCalifornia Court of Appeal
DecidedNovember 29, 1982
DocketCiv. 62906
StatusPublished
Cited by23 cases

This text of 137 Cal. App. 3d 806 (Younger v. State of California) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Younger v. State of California, 137 Cal. App. 3d 806, 187 Cal. Rptr. 310, 1982 Cal. App. LEXIS 2171 (Cal. Ct. App. 1982).

Opinion

*809 Opinion

WOODS, P. J.

Appellant, Evelle J. Younger, appeals from a summary judgment in favor of respondents, State of California, the Board of Administration of the Public Employees’ Retirement System, and Carl J. Blechinger, executive officer, and against appellant on his petition for writ of mandate or certiorari, and for declaratory relief.

Appellant served two 4-year terms as Attorney General of the State of California between 1971 and 1978. He subsequently retired and brought the proceeding below contesting the method by which his pension benefits were being calculated.

The issue before us is whether the trial court correctly interpreted the legislative intent of sections 9360.9 and 9360.10 of the Government Code 1 as it applies to the cost of living aspect of appellant’s pension benefits.

When appellant took office as the duly elected Attorney General of the State of California in January 1971, the two statutes in issue read, in pertinent part, as follows:

Section 9360.9: “Notwithstanding any other provisions of this chapter, the provisions of this section shall be applicable to all allowances granted by this chapter commencing with each installment paid or payable on or after January 1, 1964.” (Added in 1963.)

Section 9360.10: “On or before January 15, 1968, and on or before January 15 of each year thereafter, the amount of any allowances provided by this chapter and not subject to section 9360.9 shall be adjusted by the board to reflect any increase in cost of living occurring after January 1 of the immediately preceding fiscal year.” (Added in 1966.)

In 1973, section 9360.9 was amended to add after “January 1, 1964,” the words “with respect to members of the Senate or the Assembly not having service in such office during or after the term commencing in 1967 and members who are elective officers of the State whose offices are provided by the Constitution.”

Effective October 7, 1974, section 9360.9 was further amended to add after “Constitution” the words “and who were first elected to any such office prior to January 1, 1966.”

*810 Appellant contends that section 9360.9 as it existed in 1971 when he took office, should govern his cost of living pension benefits for his first term; i.e., that all cost of living pension benefits payable pursuant to section 9360.9 should be calculated to reflect the increase in the cost of living from the base year of 1954 to the present. Under section 9360.10, says appellant, cost of living benefits are adjusted annually, using only the prior year as a base, resulting in a far lesser sum to appellant than under section 9360.9.

Respondents contend that section 9360.10 should govern appellant’s cost of living adjustments based on the legislative intent in enacting section 9360.9 as a catch-up provision for legislators who had served between 1954 and 1963.

We sustain the trial court’s finding that appellant had no reasonable expectation of receiving the “catch-up” cost of living increase, because he had not served during the years from 1954 to 1963. Thus, only section 9360.10 was applicable throughout appellant’s term in office.

Appellant’s reasonable expectation should have been that he would not receive cost of living increases for years he did not work, but only cost of living increases actually occurring after he began to receive his basic allowance. Anything else would constitute a windfall to him;

In Lyon v. Flournoy (1969) 271 Cal.App.2d 774 [76 Cal.Rptr. 869], the legislative intent behind the Legislators’ Retirement Law (§ 9350 et seq.) is discussed at some length. In 1954, legislators’ salaries were $500 per month and remained there until 1966, when voters ratified a revision of the state Constitution, which included the repeal of the $500 salaries and authorized the Legislature, within limits, to adjust their salaries.

From its enactment in 1947, the retirement law had linked pension allowances to the salaries of the incumbents, providing a fluctuating scale of retirement payments.

In 1963, the Legislature added another fluctuation feature, section 9360.9, which “directed adjustment of [pension] allowances to reflect percentage increases in cost of living which had occurred from the base year 1954 up through 1963, with an annual increase in 1964 and each subsequent calendar year proportioned to the cost of living increase in the preceding year.” (Lyon v. Flournoy, supra, 271 Cal.App.2d at p. 777.)

“The voters’ repeated refusal to liberalize current salaries [1954 to 1963] had frustrated the law’s objective of maintaining the purchasing power of the retirement benefit. Although the 1963 Legislature could not constitutionally increase the salaries of active members, it could and did supply relief to retired *811 beneficiaries by coupling retirement allowances in 1964 and later years to increases over 1954 cost of living levels. This relief was not required by anything in the retirement law. It did fulfill the law’s objective of gearing the allowance to current price levels.” (Lyon v. Flournoy, supra, 271 Cal.App.2d at p. 785.)

Thus, in effect, the Legislature created what the respondents aptly term a “catch-up” provision to provide retirees between 1954 and 1963 with purchasing power closer to current price levels. Obviously, appellant herein does not fall within the category of intended beneficiaries of this provision, inasmuch as his service was from 1971 to 1978, during which time section 9360.10 provided for cost of living adjustments based on any increase in cost of living in the immediately preceding fiscal year, thus maintaining appellant’s purchasing power as a retiree close to the current price levels.

Although any other construction of the statutory intent would result in a windfall to appellant, appellant argues that Betts v. Board of Administration (1978) 21 Cal.3d 859 [148 Cal.Rptr. 158, 582 P.2d 614], supports such a result. We disagree and find Betts distinguishable from appellant’s case.

In Betts, the appellant had served as state treasurer from 1959 to 1967, during which time basic pension allowances under section 9359.1 were based on the fluctuating system under which “a retired member’s monthly allowance would be adjusted periodically throughout the term of the pension to reflect changes in the salary payable to the current incumbent of the elective office the member had previously held.” (Betts v. Board of Administration, supra, 21 Cal.3d at p. 862.)

In 1974, after Betts left office but before retiring, section 9359.1 was amended so that the basic benefit allowance was based on the highest compensation received by the member while in office; i.e., a fixed system was substituted for the fluctuating system.

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Bluebook (online)
137 Cal. App. 3d 806, 187 Cal. Rptr. 310, 1982 Cal. App. LEXIS 2171, Counsel Stack Legal Research, https://law.counselstack.com/opinion/younger-v-state-of-california-calctapp-1982.