Parker v. Public Emp. Retirement Sys., Unpublished Decision (11-6-2000)
Parker v. Public Emp. Retirement Sys., Unpublished Decision (11-6-2000)
Opinion of the Court
OPINION
On August 16, 1996, Raymond Wesley, Sr. filed a Member Beneficiary Designation Prior to Service Retirement form with appellee, the Public Employees Retirement Systems of Ohio. Mr. Wesley, Sr. designated his daughter, appellant, Deborah Parker, as his beneficiary. On April 16, 1997, Mr. Wesley, Sr. applied for retirement benefits. In his application for retirement benefits, Mr. Wesley, Sr. designated Etta Y. Gant and Raymond Wesley, Jr. as beneficiaries. Mr. Wesley, Sr. died on November 21, 1997. On December 22, 1997, appellant filed a complaint against appellee claiming to be the designated beneficiary. Subsequently, Ms. Gant and Mr. Wesley, Jr. intervened in the action. On October 18, October 25, and November 1, 1999, appellant, Ms. Gant and Mr. Wesley, Jr. filed motions for summary judgment, respectively. By judgment entry filed December 1, 1999, the trial court granted all motions, finding the April 16, 1997 beneficiary designation to be the only proper designation received by appellee. Appellant filed a pro se appeal and this matter is now before this court for consideration. Assignments of error are as follows:I THE TRIAL COURT ERRED WHEN THEY SUSTAINED THE STATE OF OHIO MOTION FOR SUMMARY JUDGMENT, DELETING TRIAL BY JURY, BY PERMITTING IRRELEVANT TESTIMONIES BY PREJUDICIAL PARTIES, WHO AIM'S WERE TO CONFUSE EVIDENCE AND MISLEAD THE COURT BY MEANS OF MISREPRESENTATION, AND CONFLICTS OF INTEREST.
II ABUSE OF DISCRETION — THE TRIAL COURT ABUSED IT'S DISCRETION WHEN THEY OVERLOOKED THE FACT THE APPELLANT WAS FIRST AND LAST BENEFICIARY.
III ABUSE OF DISCRETION — THE TRIAL COURT ABUSED IT'S DISCRETION WHEN THEY PERMITTED APPELLEES TO INTRODUCE IRRELEVANT EVIDENCE FROM APPELLEE RAYMOND WESLEY JR., IN DEPOSITION, WHEN HE AND MY FORMER ATTORNEY WILLIAM CHRISOFF CONSPIRED TOGETHER TO INFLICT EVIDENCE TO CONFUSE, MISLEAD, AND SUBSTANTIALLY PREJUDICE THE COURT AGAINST THE APPELLANT.
IV ABUSE OF DISCRETION — THE TRIAL COURT ABUSED IT'S DISCRETION WHEN THEY ALLOWED STAN RUBIN TO REPRESENT RAYMOND WESLEY JR., SINCE HE REPRESENTED RAYMOND WESLEY SR. AND RAYMOND WESLEY JR. IN THE DIVORCE CLAIM INVOLVING PUBLIC EMPLOYEES RETIREMENT SYSTEMS OF OHIO IN CASE NO. 1997DR00688 EVELYN WESLEY VS. RAYMOND WESLEY AND PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ET, AL.
As an appellate court reviewing summary judgment motions, we must stand in the shoes of the trial court and review summary judgments on the same standard and evidence as the trial court. Smiddy v. The Wedding Party, Inc. (1987),
1) On August 16, 1996, Mr. Wesley, Sr. filed a Member Beneficiary Designation Prior to Service Retirement form with appellee naming appellant as his beneficiary. See, Exhibit D attached to Appellee's Motion for Summary Judgment filed October 18, 1999.
2) On April 16, 1997, Mr. Wesley, Sr. filed an application for retirement choosing "Plan B." Said plan provided for any remaining balance after Mr. Wesley, Sr.'s death to be paid to beneficiaries. Mr. Wesley, Sr. designated Ms. Gant and Mr. Wesley, Jr. as beneficiaries. See, Exhibit A attached to Appellee's Motion for Summary Judgment filed October 18, 1999.
3) On April 29, 1997, Mr. Wesley, Sr. executed an affidavit certifying that he informed his spouse of his plan selection and that she was not the designated beneficiary. See, Exhibit B attached to Appellee's Motion for Summary Judgment filed October 18, 1999.
4) On August 7, 1997, appellee informed Mr. Wesley, Sr. that his benefit plan was effective May 1, 1997 and confirmed that his chosen beneficiaries were Ms. Gant and Mr. Wesley, Jr. See, Exhibit E attached to Appellee's Motion for Summary Judgment filed October 18, 1999.
5) Mr. Wesley, Sr. made no changes with appellee prior to his death on November 21, 1997.
6) Following Mr. Wesley, Sr.'s death, a second application for retirement was received by appellee. This application was purportedly signed by Mr. Wesley, Sr. on November 14, 1997, and designated appellant as a beneficiary. See, Exhibit G attached to Appellee's Motion for Summary Judgment filed October 18, 1999.
7) Mr. Wesley, Sr. cashed benefits prior to his death. See, Exhibits E and F attached to Appellee's Motion for Summary Judgment filed by October 18, 1999.
The single issue before us is whether the second application designating appellant as a beneficiary is enforceable. We answer this question in the negative for the following reasons. R.C.
The judgment of the Court of Common Pleas of Stark County, Ohio is hereby affirmed.
____________ Farmer, J.
Hoffman, P.J. and Reader, V.J. concur.
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