delivered the opinion of the court:
John M. Fields, a former fire captain of the Village of Schaumburg, filed an action in March 2004 against the Schaumburg Firefighters’ Pension Fund and the pension board’s president, Roger Turk, regarding a village employee’s miscalculation of Fields’ retirement pension benefits by almost 43%. Fields alleged the village employee’s recalculation of his benefits in 2003 to implement an annual cost-of-living increase was a “final administrative decision” by the board. He further alleged he could retain the recalculation because the board was never given statutory authority to rescind a pension benefits “award” and lost any jurisdiction it might have had by failing to pursue the issue within the 35-day period provided by the Administrative Review Law. 735 ILCS 5/3 — 101 et seq. (West 2004); 40 ILCS 5/4— 139 (West 2004). In addition to a declaratory judgment to that effect, Fields sought an injunction preventing the board from meeting to reduce or withhold the 43% increase. Cross-motions for summary judgment were filed and resolved in favor of the defense. Fields appeals.
An appeal involving undisputed facts and the interpretation of statutory provisions presents a question of law we address de novo. Sola v. Roselle Police Pension Board,
The following legal principles and undisputed facts are pertinent. The composition of the Schaumburg Firefighters’ Pension Fund Board is specified by statute. See 40 ILCS 5/4 — 121 (West 2004). Members of the board are deemed fiduciaries with respect to the pension fund or retirement system (40 ILCS 5/1 — 101.2 (West 2004)) and may be held personally hable for breach of any fiduciary duty established by the Illinois Pension Code (40 ILCS 5/1 — 109, 1 — 114 (West 2004)). The board is charged with controlling and managing the pension fund, including any investment expenditures and income and all payments to disabled and retired firefighters, their surviving spouses, and other dependents. 40 ILCS 5/4 — 123 (West 2004). The Pension Code specifies how one becomes entitled to a disabled or retired firefighter’s pension. See, e.g., 40 ILCS 5/4 — 107 (West 2004). The Pension Code also specifies how creditable service as a firefighter of a municipality is to be calculated (see 40 ILCS 5/4 — 108 through 4 — 108.5 (West 2004)) and how an individual’s monthly base pension is be calculated (40 ILCS 5/4 — 109 (West 2004)). The Pension Code further states that a monthly pension of a disabled or retired firefighter is to be increased by 3% annually. 40 ILCS 5/4 — 109.1 (West 2004). The language of the pension statutes is to be liberally construed in favor of the rights of the pensioner. Shields,
In December 1991, Fields began receiving nonduty disability benefits of $1,881.88 per month from the Village of Schaumburg. The monthly payments were adjusted to $2,201.67 in January 1993. In April 1997, the payments were recategorized as a retirement pension rather than a disability pension. In April 2002, Fields’ $2,201.67 monthly payment was increased by 15% to $2,531.92 because Fields attained the age of 55 and five years had elapsed since he converted from disability to retirement payments.
On January 24, 2003, Keith Wendland, a village employee, sent Schaumburg pension recipients a letter indicating that due to “a recent audit” there would be “changes in the way some of the amounts are calculated for increases due at January 1, 2003,” and that the annual recalculations would be delayed by one month. Wendland did not state any specific dollar amount or percentage and he did not indicate the pension board was aware of the audit or intended change in recalculation method.
In February 2003, while recalculating Fields’ monthly pension payment to include the 3% annual cost-of-living adjustment he was statutorily entitled to as of January 2003, a village employee erroneously determined the 15% increase in Fields’ benefits that was implemented in 2002 should have been implemented in 1992. Therefore, instead of increasing Fields’ monthly disbursement to $2,607.88, the employee increased the payments nearly 43% to $3,609.92. The employee compounded the calculation error by cutting a check for $8,755.54 as a back payment for pension benefits that Fields was not actually owed. Village employee Patty Fisher sent the check to Fields with a letter stating:
“Due to the change in your status, 1 a raise in your pension amount, was overlooked. This raise was due April 2002. I have included a retro check, in the amount of $8,755.74, for the 2002 amount due to you. Your February 2003 check includes the adjustments for January & February.
In March, your pension check will reflect the correct monthly amount of $3,609.92.”
This was the full extent of Fisher’s letter to Fields and she gave no indication she was speaking on behalf of the board or that the board was aware of the atypical recalculation.
On July 11, 2003, Douglas Ellsworth, the village’s director of finance, sent Fields an apologetic letter indicating that a recent review of pension records had disclosed “some errors made in your monthly retirement pension between January 1, 2003 and June 30, 2003.” Ellsworth indicated Fields’ monthly pension payment would be reduced to the amount he was entitled to, $2,607.88, effective July 2003. Ellsworth enclosed a spreadsheet and summarized that the net effect of the errors was overpayment totaling $14,768.22. He suggested that Fields not spend the recent lump-sum check because the board had an obligation to collect overpayments “received due to miscalculations,” intended to address the specifics at its next meeting, and might demand immediate repayment. On July 14, 2003, Ellsworth again corresponded with Fields, indicating that the board was requesting repayment of the $8,756 lump sum within 10 days and would subsequently determine a repayment schedule for the excess $6,012 included in Fields’ 2003 monthly payments.
On July 23, 2003, Fields wrote to the finance director to request more information about the recent audit and so-called change in his “status.”
On October 27, 2003, an attorney representing the pension fund sent Fields a letter which reiterated the substance of the finance director’s two letters. Counsel asked Fields to refund the lump-sum payment within 30 days or prepare for legal action.
On November 25, 2003, Fields’ attorney refused to refund the overpayment and demanded that the monthly payments be reinstated to $3,609.92. The attorney characterized the village employee’s correspondence on January 24, 2003, as a “decision” of the pension board regarding the amount of Fields’ benefits, and asserted that the pension board had only 35 subsequent days in which to “alter, amend or modify” its “decision” before it lost jurisdiction.
On February 10, 2004, the board’s attorney sent Fields a letter indicating the board received and discussed Fields’ recent correspondence but was not persuaded by it. Furthermore, in lieu of a $14,768.22 lump-sum repayment, the board would begin in March 2004 to deduct $600 from Fields’ monthly pension benefits until the overpayment was recouped.
On March 12, 2004, Fields filed the instant suit seeking declaratory and injunctive relief. Consistent with his prior correspondence, he made no mention of the village. Instead, he alleged the pension board “awarded” him a monthly pension of $3,609.92, tendered the lump-sum back payment, and then lacked any common law or statutory authority to modify or withhold the amount of pension benefits it had “awarded” or granted to a retiree. He further contended that the pension board’s only avenue of relief was to appeal its “final administrative decision” pursuant to the Administrative Review Law (40 ILCS 5/4 — 139 (West 2002)), and that such review became time-barred 35 days after the “decision” to increase his pension. We note, however, that Fields did not allege the board lacked authority to make deductions from his monthly pension benefits until he had repaid the $14,768.22 overpayment and that he sought no relief to that effect. 2
The pension board and its president (hereinafter board) responded to Fields’ complaint with an answer denying the material allegations and a motion to dismiss, to which it attached copies of some of the correspondence regarding Fields’ benefits. The board did not provide the court with the initial correspondence from the village employees in January and February 2003 which Fields was characterizing as a decision of the board. After full briefing, the circuit court denied the motion to dismiss, finding that the allegation “that the Board had awarded the increased pension at its January meeting” was not disputed by any exhibit with evidentiary value. The court suggested the issue could be resolved “if the facts and circumstances surrounding the actions in January and July can be established.”
The board subsequently filed a motion for summary judgment and again tendered some of the correspondence and an affidavit from the village’s director of finance, Ellsworth, restating the substantive content of the correspondence. Fields countered with a cross-motion for summary judgment, to which he attached copies of the January and February correspondence he was characterizing as a pension board decision to increase his benefits. After considering the parties’ briefs and oral arguments, the circuit court denied Fields’ motion and granted the board’s motion.
On appeal from that ruling, Fields argues an administrative agency such as the pension board has no inherent or common law powers and is empowered to act only pursuant to the authority granted by statute. He finds support for this proposition in Rossler v. Morton Grove Police Pension Board,
“Every action to review a final administrative decision shall be commenced by the filing of a complaint and the issuance of summons within 35 days from the date that a copy of the decision sought to be reviewed was served upon the party affected by the decision.” 735 ILCS 5/3 — 103 (West 2004).
He further argues that in accordance with the principles of statutory construction that the legislature’s language is to be given its plain and ordinary meaning and enforced as written (Janata,
We do not accept the premise of Fields’ argument that the January and February 2003 errors in calculation that resulted in overpayments to him were “an award of pension benefits” or a “final administrative decision” by the Schaumburg Firefighters’ Pension Board. Fields is relying on correspondence from village employees indicating the employees would recalculate or had recalculated his monthly pension benefits for the 2003 calendar year. Although Fields alleged and has repeatedly argued the village’s letters were an “award” by the pension board, the village employees were not members of the pension board, they did not purport to speak on behalf of the pension board, and they did not suggest in any way that the board was aware of their change in calculation method or correspondence to Fields.
We find guidance in Sola, which analyzed whether a pension board rendered a decision within the meaning of the Administrative Review Law to award a base pension amount and subsequent 3% annual cost-of-living increases to the widow of a Roselle police officer. Sola,
On appeal, the board and the village attempted to capitalize on the lack of a written decision from 1993, by arguing the board was not precluded from holding a hearing in 2002 because it never actually rendered an administrative decision on the widow’s request for a pension and 3% annual increases. Sola,
“ ‘ “A final and binding decision by an administrative agency requires, at the very least, that the agency has taken some definitive action with regard to the application before it and that the applicant has been informed of the action.” ’ ” (Emphasis omitted.) Sola,342 Ill. App. 3d at 232 ,794 N.E.2d at 1058 , quoting Key Outdoor, Inc. v. Department of Transportation,322 Ill. App. 3d 316 , 324,750 N.E.2d 709 (2001), quoting Illinois Wood Energy Partners, L.P. v. County of Cook,281 Ill. App. 3d 841 , 851,667 N.E.2d 477 (1995).
The court indicated the “application” criterion was satisfied by the widow’s 1993 pension application and contemporaneous letter to the board president requesting cost-of-living increases. Sola,
The “definitive action with regard to the application before [the board] and that the applicant has been informed of the action” was shown by a combination of (1) the widow’s subsequent receipt of pension benefits and annual cost-of-living increases, (2) the board’s 1996 approval of an annual increase in her pension, (3) the 2000 audit record stating the widow “ ‘was granted a pension of $1596.59, effective May 10, 1993,’ ” and that “ ‘annual increases have been granted since 1993,’ ” and (4) the board’s 2001 letter stating “ ‘in 1993 the Pension Board awarded [the widow] a 3% cost of living increase.’ ” Sola,
Thus, Sola indicates for purposes of the Administrative Review Law, we should be looking for communication between the person seeking benefits and the pension board. The case also tells us that even when we lack the board’s specific response to the benefits applicant, we may deduce the board’s action from its subsequent communication to the applicant. Nevertheless, at oral arguments, Fields cited Sola for the proposition that a pension payment alone is evidence of a pension board’s decision to award a certain amount of benefits. Sola,
The cases Sola relied on, such as Key Outdoor,
Sola also relied on Illinois Wood Energy Partners,
Applying this criterion to the present case, we conclude the record shows that in the 1990s, Fields applied to the pension board for a base pension and 3% annual cost-of-living increases. Although we lack a copy of Fields’ original application and the board’s response, like the court in Sola,
Furthermore, Fields fails to cite any minutes of Schaumburg Firefighters’ Pension Board, other records of the board, or correspondence to him reflecting that the board considered and agreed his benefits should increase by 43% in just one year, and then informed him of its decision. Although an adversarial hearing is not essential, definitive action by the board and communication of that decision is indispensable. Key Outdoor,
Thus, in the absence of an application and proceedings of some sort before the pension board in 2003, which resulted in a benefits determination which was communicated to Fields, we find there was no “decision” or “administrative decision” by the board within the meaning of the Administrative Review Law to increase Fields’ pension benefits by nearly 43% in 2003. The record does not substantiate that the board — the only entity with statutory authority to render pension decisions — considered and decided in 2003 to dramatically increase Fields’ monthly check. The only decision within the meaning of the Administrative Review Law that we are aware of was the one awarding Fields a base pension and 3% annual cost-of-living increases, and that decision of the Schaumburg Firefighters’ Pension Board was not appealed within 35 days and could not be revisited by the board in 2003. The village employees’ errors in 2003 in implementing the existing decision of the board do not amount to a new award of benefits by the board entitling Fields to at least $3,609.92 per month.
For these reasons, we reject the premise of Fields’ appeal. His allegations and arguments regarding the board’s failure to subsequently comply with the Administrative Review Law fall by the wayside. 735 ILCS 5/3 — 103 (West 2002). In the absence of a “decision” subject to the statute, the statute is not controlling.
Furthermore, his reliance on Rossler and Sola is unavailing, as neither case is analogous to his own. Rossler,
We also reject Fields’ contention that Shields,
Having determined there was no new benefits award in 2003 subject to the Administrative Review Law (735 ILCS 5/3 — 103 (West 2004); 40 ILCS 5/3 — 148 (West 2004)), we now turn to the specific question of whether the circuit court properly granted the defense motion for summary judgment on Fields’ complaint.
Fields contends this appeal is the review of an administrative decision, which it is not, and cites Lindsey v. Board of Education of the City of Chicago,
The purpose of a summary judgment proceeding is not to try a question of fact, but to determine whether one exists. In re Estate of Allen,
In the affidavit at issue, Douglas Ellsworth, the village’s director of finance, set out the following facts: (1) Fields was entitled to only a 3% increase in January 2003, which would increase his monthly retirement payment of $2,531.92 to $2,607.88; (2) due to the erroneous belief that the increase should have dated to 1992, Fields’ monthly payments in early 2003 were increased to $3,609.92 and he was given a retroactive check for $8,755.00; (3) the sum of the village’s erroneous disbursements to Fields in 2003 was $14,768.28; and (4) the subsequent downward adjustment in his pension payments was “solely due to the discovery of the errors which had been made in the calculation of benefits, which errors were discovered upon a review of the pension records by the Village of Schaumburg.” Fields did not contradict these facts by way of an affidavit or other evidentiary matter, and, therefore, these facts were admitted.
The facts disclosed by the correspondence to Fields and Ellsworth’s affidavit undermine Fields’ allegations that “the Board *** awarded Plaintiff a monthly pension of $3,609.92 and check of $8,755.00,” that the board and its president were “without legal authority and acting contrary to law and public policy of State of Illinois [by seeking to] modify pension benefits [the board] previously granted” and the board had “no statutory or common authority to rescind/modify or withhold pension benefits it previously granted to Plaintiff.” These statements are incorrect and Fields was not entitled to the judicial declarations he sought. The record also undermines Fields’ claim for the entry of a preliminary and permanent injunction to prevent the board from “conducting a hearing to rescind/modify or withhold the pension benefits awarded to Plaintiff on January 24, 2003.” A party seeking preliminary injunction must plead facts which “clearly establish a right to injunctive relief.” Village of Lake in the Hills v. Laidlaw Waste Systems, Inc.,
Affirmed.
J. GORDON and O’MALLEY, JJ., concur.
Notes
This is apparently a reference to Fields’ change in status from a disability pension recipient to a retirement pension recipient, which increased his entitlement by 15%.
In his opening appellate brief Fields states there is no statutory authority for the board to “order[ ] him to pay back past benefits” or otherwise “recover [its] overpayments [totaling $14,768.22].” In his reply brief, Fields states the defendants “do not have any law or rule empowering them to recoup [over]payments. ’ ’ These statements are only remarks made in passing, without supporting argument or citation to the record and legal precedent. They do not warrant a response from this court. We nonetheless reiterate that Fields’ complaint did not dispute the board’s authority to demand a lump-sum repayment and its announced intention to deduct $600 per month from Fields’ monthly pension benefits payments until the full $14,768.22 was recouped. The board’s right to recover the $14,768.22 was never put at issue in the circuit court and is not properly raised in this court of review.
