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Briese v. Montana Public Employees' Retirement Board
285 P.3d 550
Mont.
2012
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Background

  • Erene Briese challenged MPERB after her late husband David designated their children as beneficiaries in 2006 while dissolution proceedings were pending.
  • David’s 2006 designation violated the dissolution court’s temporary restraining order restricting changes to insurance beneficiaries.
  • Erene learned of the 2006 change in 2008 and sought MPERA/MPERB to enforce the 2001 designation in her favor; MPERA initially honored the 2006 designation.
  • MPERB denied Erene’s request, finding waiver/ mootness and that TRO did not apply to SRS beneficiary designations.
  • The district court affirmed MPERB’s decision; this Court reversed, holding the 2006 designation invalid and that TRO barred changes to SRS beneficiaries during dissolution.
  • The Court remanded to declare the 2006 designation invalid and to determine proper beneficiary under the law.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Mootness/waiver of challenge to designation Erene did not waive rights by applying for benefits. MPERB argued waiver via benefits application; mootness because relief impossible. Not moot; waiver not established; merits reviewed.
Whether the TRO applies to the SRS beneficiary change TRO prohibits changes to beneficiaries, including SRS. TRO does apply to SRS changes; the 2006 designation was invalid. TRO applies; 2006 designation void; revert to 2001 designation.

Key Cases Cited

  • Med. Marijuana Growers Ass’n v. Corrigan, 281 P.3d 210 (2012 MT) (mootness and administrative review standards in MT APA)
  • Progressive Direct Ins. Co. v. Stuivenga, 364 Mont. 390 (2012 MT) (justice/limits on judicial review of agency decisions)
  • Sowell v. Teachers’ Retirement Sys., 693 P.2d 1222 (Mont. 1984) (interpretation of retirement-benefit designations in MT)
  • In re Keepers, 691 P.2d 810 (Mont. 1984) (scope of enumerated versus implied terms in restraining orders)
  • Mattson v. Montana Power Co., 215 P.3d 675 (Mont. 2009) (ejusdem generis principle in statutory construction)
Read the full case

Case Details

Case Name: Briese v. Montana Public Employees' Retirement Board
Court Name: Montana Supreme Court
Date Published: Sep 4, 2012
Citation: 285 P.3d 550
Docket Number: DA 11-0725
Court Abbreviation: Mont.