Russell v. Board of Trustees of Firemen, Policemen and Fire Alarm Operators' Pension Fund of Dallas, Tex., No. 91-1843

• Court: United States Courts of Appeals. United States Court of Appeals (5th Circuit)
• Writing for the Court: Before GARWOOD and DEMOSS; LITTLE
• Citation: 968 F.2d 489
• Parties: Alma Faye RUSSELL, Plaintiff-Appellant, v. BOARD OF TRUSTEES OF THE FIREMEN, POLICEMEN AND FIRE ALARM OPERATORS' PENSION FUND OF DALLAS, TEXAS, and City of Dallas, Defendants-Appellees.
• Docket Number: No. 91-1843
• Decision Date: 14 August 1992

Page 489

968 F.2d 489 Alma Faye RUSSELL, Plaintiff-Appellant,
v.
BOARD OF TRUSTEES OF THE FIREMEN, POLICEMEN AND FIRE ALARM
OPERATORS' PENSION FUND OF DALLAS, TEXAS, and City
of Dallas, Defendants-Appellees. No. 91-1843. United States Court of Appeals,
Fifth Circuit. Aug. 14, 1992.
Rehearing Denied Sept. 10, 1992.

Page 490

Barbara R. Hunt, Dallas, Tex., for plaintiff-appellant.

Laura L. Noe, Asst. City Atty., Houston Madison Smith, Asst. City Atty., Dallas, Tex., for City of Dallas.

John Koepke, Harvey Goldwater Joseph, Gary B. Lawson, Godwin, Carlton & Maxwell, Dallas, Tex., for Bd. of Trustees.

Appeal from the United States District Court for the Northern District of Texas.

Page 491

Before GARWOOD and DEMOSS, Circuit Judges, and LITTLE, ¹ District Judge.

LITTLE, District Judge:

The widow of a deceased Dallas, Texas fireman seeks to have her terminated pension benefits restored. Thwarted in that endeavor by the district court's granting of summary judgments in favor of the trustees of the pension plan and the City of Dallas, the widow has appealed to this court. Finding no infirmity in the District Court's opinions, we AFFIRM the decisions for the following reasons.

I. FACTS

The facts of consequence are not in dispute. In 1976, Robert G. Russell retired from the Dallas, Texas Fire Department. Russell's years of service afforded him retirement benefits as provided by the Firemen, Policemen, and Fire Alarm Operators' Pension Fund (the Fund), Plan B (or the Plan). ² The benefits survived Mr. Russell's demise in 1981. Those benefits, in accordance with the Plan, were visited upon his widow, Alma Faye Russell.

The benefits terminated, again in accordance with the Plan provisions, when Alma Faye Russell remarried on 26 April 1986. The marriage ran aground and ended in divorce on 31 March 1988. ³ In February 1988, Russell sought reinstatement of Plan benefits reasoning that, upon divorce, she would reacquire widow status. The Board of Trustees (the Board) refused to reinstate Russell because the Plan specifically provided that benefits ceased upon her remarriage in 1986. According to the Plan, reinstatement was not authorized due to divorce from or death of the subsequent spouse.

In April 1988, the extant members of the Pension Plan voted on a proposed Plan amendment. The voting was conducted by a written response to a written ballot. There is no dispute as to the language of the official ballot disseminated in the spring of 1988.

Voting instructions to members of the Police and Fire Pension Fund:

1. You must vote at your regularly assigned work location.

2. Sign the voter registration.

3. Vote INDIVIDUALLY on EACH amendment.

4. After voting, sign the ballot on the detachable part, detach at the perforation, and give it to the person that is in charge of the ballot box.

5. Place your ballot in the ballot box provided. These changes are authorized in each instance by either Section 11A and/or Section 11B of Article 6243a of the Revised Civil Status of the State of Texas, as amended, and will be incorporated into each Plan respectively, if passed by a majority of the Fund's active membership. The results will be officially canvassed and announced by the Police and Fire Pension Board at the April, 1988 Board meeting....

6. Amendment to provide the continuation of a surviving spouse's benefit for the surviving spouse's life, regardless of remarriage. Effective on

Page 492

the date the Board certifies the election results (April Board meeting) for all surviving spouses receiving benefits on that date, and all future recipients. (Emphasis supplied).

The landslide election results in favor of Plan amendment were unanimously certified by the Board on 21 April 1988, the date the amendment became effective. The plan, after the amendment, provided, in part.

(d) Survivor benefits shall be paid to all qualified survivors of members of this pension, subject to the following conditions:

(1) The qualified surviving spouse of the member shall be eligible to receive benefits for the remainder of such survivor's life.

By virtue of the April amendment, survivors' benefits would terminate on death only. Thus, termination by the first to occur of death or remarriage became a passe standard.

Russell urged the Board that this new provision opened the door for her reinstatement. Her request for reinstatement, premised on the terms of the amendment, was denied as she was not in the category of individuals to whom expanded benefits were accorded, i.e. only those survivors receiving benefits would continue to receive benefits in the event of remarriage. Russell was not receiving benefits at the time of plan amendment and therefore she was not entitled to the expanded benefits.

Russell filed suit against the Board and the City of Dallas on 11 May 1990. Both defendants were dismissed by the district court after granting the summary judgment motion filed by each. The appeal we consider today was filed by Russell. We will address the appellant's complaints in serial fashion.

II. STANDARD OF REVIEW

We review the district court's grant of summary judgment de novo, applying the same standard applied by the district court. Wilson v. Job, Inc., 958 F.2d 653, 656 (5th Cir.1992). Hence, summary judgment will be proper if "there is no genuine issue as to any material fact and the moving party is entitled to judgment as a matter of law." Fed.R.Civ.P. 56(c).

Contrary to the assertions of appellant, the Plan is not controlled by the provisions of the Employee Retirement Income Security Act of 1974 (ERISA). Rather, this is a "government plan" that is maintained exclusively for Dallas city employees and is specifically exempt from ERISA. 29 U.S.C. § 1002(32). Appellant's suggestion that we should follow the Supreme Court's dictate for review of ERISA plans is therefore rejected.

III. ANALYSIS

The judgment of the district court bisected Russell's...