In a matrimonial action, the defendant husband appeals from a Qualified Domestic Relations Order of the Supreme Court, Suffolk County (Henry, J.), dated May 29, 1996, which, inter alia, directed his pension fund to pay the plaintiff wife the sum of $695.64 per month from the defendant husband’s disability pension.
Ordered that the order is affirmed, with costs.
The defendant joined the New York State Retirement System on January 29, 1973. The parties were married on May 6, 1978. The defendant retired on March 12, 1990, on an “accidental disability (Section 363)” pension, with a “service credit” of 17.12 years, and a final average salary of $56,355.30. The plaintiff commenced the present action on August 20, 1991.
The major issue on appeal concerns the Supreme Court’s evaluation of the marital-property component of the defendant’s accidental disability pension. Any compensation a spouse receives for personal injuries is “separate property” which is not subject to equitable distribution (see, Domestic Relations Law § 236 [B] [5] [b]). However, to the extent that the disability pension represents deferred compensation, it is subject to equitable distribution (see, Dolan v Dolan,
With respect to this issue, the Supreme Court credited the testimony of the plaintiff’s expert. Disregarding the fact that the defendant’s benefits were based, in some part, on his disability, the approach employed by this expert began with the assumption that, had the defendant stayed in service until his 20-year anniversary, he would have been entitled to benefits in the annual sum of $28,177.65, that is, 50% of his final average salary of $56,355.30. In order to account for the premarital portion of this hypothetical pension, the plaintiffs expert applied a fraction of 11.85/20 (the numerator being the duration of the marriage, measured in years, prior to the date of the defendant’s retirement, the denominator being the 20 years of
We agree with the assertion made by the defendant that this approach is based, to some extent, on fiction. However, the alternative approach taken by the defendant’s expert is likewise founded on assumptions which bear no relation to the reality of this case. The defendant’s expert valued the marital property portion of the disability pension with reference to a hypothetical member of the retirement system who, without any disability, leaves the system prematurely, that is, after only 17.12, rather than 20 years. The defendant’s retirement was not voluntary, as there is no convincing evidence that he would have retired as early as he did in the absence of a disability, particularly in light of the significant disadvantage associated with nondisability-related retirements prior to fulfillment of 20 years of service.
In resolving this factual dispute we note, initially, that the burden of distinguishing the marital property portion of a disability pension from the separate property portion has been placed on the recipient of the pension benefits who is resisting equitable distribution (see, Carney v Carney,
The approach taken by the plaintiffs expert, which is similar to that employed by the Courts in Dolan v Dolan (
The defendant is incorrect in arguing that because his pension had no length-of-service requirement, it must be considered separate property. Neither Dolan v Dolan (supra) nor Majauskas v Majauskas (
The defendant’s remaining contentions are without merit. Bracken, J. P., Copertino, Santucci and McGinity, JJ., concur.
