221 A.3d 192
Pa. Super. Ct.2019Background
- Husband (John Getty) and Wife married in 1980, separated in 1999; Wife filed for divorce in July 1999.
- Trial court (Dec. 23, 2004) awarded Wife 65% of Husband’s City of Philadelphia deferred compensation plan; Husband moved for reconsideration to limit award to 65% of the marital portion.
- On January 21, 2005 the court amended its order to award Wife 65% of the marital portion of the Plan; Husband had earlier filed (but did not perfect) an appeal that was later quashed by this Court.
- The Pennsylvania legislature enacted 23 Pa.C.S. § 3501(c) on January 28, 2005 to reverse Berrington and require pension valuation using salary at retirement (coverture fraction), applied to proceedings pending on or after that date.
- In 2009 the trial court entered a QDRO signed by both parties that computed Wife’s share using Husband’s accrued monthly benefit as of his retirement.
- In 2018 Husband sought declaratory judgment that Berrington (valuation at separation) should control because the case was not pending on January 28, 2005; the trial court denied relief and this appeal followed.
Issues
| Issue | Husband's Argument | Wife's Argument | Held |
|---|---|---|---|
| Whether 23 Pa.C.S. § 3501(c) applies (i.e., was the divorce proceeding "pending" on Jan. 28, 2005) | Case was final (no appeal from the Jan. 21, 2005 amended order), so Berrington controls and pension must be valued at separation salary | Case remained pending (Husband had appealed earlier and/or time to appeal from the Amended Order had not expired), so §3501(c) applies and pension is valued at retirement salary | §3501(c) applies: the matter was pending on Jan. 28, 2005 (appeal or statutory appeal period), so trial court correctly applied §3501(c) and denied declaratory relief |
| Whether Husband can invalidate or revisit the 2009 QDRO (mutual mistake / exception to coordinate-jurisdiction rule) | QDRO should be invalidated for mutual mistake; coordinate jurisdiction exception should allow revisiting | Issues were not preserved; QDRO stands | Both theories were not preserved in the 1925(b) statement and are waived |
Key Cases Cited
- Berrington v. Berrington, 633 A.2d 589 (Pa. 1993) (held non-participant spouse’s share of deferred defined-benefit pension limited to salary at separation)
- Smith v. Smith, 938 A.2d 246 (Pa. 2007) (discusses coverture fraction method for computing marital portion)
- Getty v. Getty, 917 A.2d 869 (Pa. Super. 2007) (quashed Husband’s earlier appeal as inoperative after reconsideration)
- Conway v. Conway, 209 A.3d 367 (Pa. Super. 2019) (explains QDRO purpose and limitations)
- Zane v. Friends Hosp., 836 A.2d 25 (Pa. 2003) (explains the coordinate-jurisdiction rule within law-of-the-case doctrine)
- Commonwealth v. McCandless, 880 A.2d 1262 (Pa. Super. 2005) (addresses waiver of law-of-the-case claims)
- School Dist. of Robinson Twp. v. Houghton, 128 A.2d 58 (Pa. 1956) (defines "pendency" as state of undetermined proceeding)
