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2 | 2 | | HOUSE DOCKET, NO. 3488 FILED ON: 1/17/2025 |
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3 | 3 | | HOUSE . . . . . . . . . . . . . . . No. 2915 |
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4 | 4 | | The Commonwealth of Massachusetts |
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5 | 5 | | _________________ |
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6 | 6 | | PRESENTED BY: |
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7 | 7 | | Paul McMurtry |
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8 | 8 | | _________________ |
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9 | 9 | | To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General |
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10 | 10 | | Court assembled: |
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11 | 11 | | The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill: |
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12 | 12 | | An Act relative to updating judicial retirement benefits. |
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13 | 13 | | _______________ |
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14 | 14 | | PETITION OF: |
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15 | 15 | | NAME:DISTRICT/ADDRESS :DATE ADDED:Paul McMurtry11th Norfolk1/17/2025 1 of 6 |
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16 | 16 | | HOUSE DOCKET, NO. 3488 FILED ON: 1/17/2025 |
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17 | 17 | | HOUSE . . . . . . . . . . . . . . . No. 2915 |
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18 | 18 | | By Representative McMurtry of Dedham, a petition (accompanied by bill, House, No. 2915) of |
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19 | 19 | | Paul McMurtry relative to updating judicial retirement benefits. Public Service. |
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20 | 20 | | [SIMILAR MATTER FILED IN PREVIOUS SESSION |
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21 | 21 | | SEE HOUSE, NO. 2598 OF 2023-2024.] |
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22 | 22 | | The Commonwealth of Massachusetts |
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23 | 23 | | _______________ |
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24 | 24 | | In the One Hundred and Ninety-Fourth General Court |
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25 | 25 | | (2025-2026) |
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26 | 26 | | _______________ |
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27 | 27 | | An Act relative to updating judicial retirement benefits. |
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28 | 28 | | Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority |
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29 | 29 | | of the same, as follows: |
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30 | 30 | | 1 SECTION 1. Chapter 32 of the General Laws, as appearing in the 2020 Official Edition, |
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31 | 31 | | 2is hereby amended by striking out section 65C and inserting in place thereof the following |
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32 | 32 | | 3section:- |
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33 | 33 | | 4 Section 65C: Joint and Survivor Allowance |
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34 | 34 | | 5 (1) A chief justice, justice, associate justice, judge, associate judge, or special justice, |
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35 | 35 | | 6hereinafter in this section called judge, who is retired or who resigns and who is entitled to a |
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36 | 36 | | 7pension or retirement allowance for life under the provisions of section sixty-five A, sixty-five B |
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37 | 37 | | 8sixty-five D, sixty-five F, or sixty-five I may elect to receive, in lieu thereof, a pension or |
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38 | 38 | | 9retirement allowance for life at a lesser annual rate with provision that upon his death, there shall |
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39 | 39 | | 10be paid to such surviving eligible beneficiary as such member shall have nominated in his 2 of 6 |
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40 | 40 | | 11written election of this option, two-thirds of such pension or retirement allowance for life at a |
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41 | 41 | | 12lesser annual rate provided, however, that if such eligible beneficiary dies on or after the date |
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42 | 42 | | 13such lesser retirement allowance becomes effective and before the death of such member, such |
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43 | 43 | | 14member thereafter shall be paid a full retirement allowance and may not choose another option. |
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44 | 44 | | 15Such full retirement allowance shall be determined by multiplying the amount of the lesser |
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45 | 45 | | 16retirement allowance at the time of the death of such eligible beneficiary by a fraction the |
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46 | 46 | | 17numerator of which is the yearly amount of the full retirement allowance which such member |
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47 | 47 | | 18would have received at the time his retirement allowance became effective, and the denominator |
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48 | 48 | | 19of which is the yearly amount of the lesser retirement allowance which such member received at |
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49 | 49 | | 20the time his retirement allowance first became effective. The yearly amount of such lesser |
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50 | 50 | | 21retirement allowance shall be determined so that the value, on the date such allowance becomes |
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51 | 51 | | 22effective, of the prospective payments to such member and to such eligible beneficiary shall be |
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52 | 52 | | 23the actuarial equivalent of the value on such date of the full retirement allowance; provided, |
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53 | 53 | | 24however, that the yearly amount of such lesser retirement allowance shall be decreased to reflect |
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54 | 54 | | 25the costs to the system of providing full retirement allowances in accordance with the first |
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55 | 55 | | 26sentence of this paragraph. Such election shall be in writing on a prescribed form and filed with |
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56 | 56 | | 27the appropriate retiring authority at the time of retirement or resignation or within thirty days |
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57 | 57 | | 28thereafter. The computation of said actuarial equivalent shall be subject to supervision and |
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58 | 58 | | 29verification in accordance with the provisions of section twenty-one by the actuary appointed by |
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59 | 59 | | 30the public employee retirement administration commission. |
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60 | 60 | | 31 No person shall be eligible for nomination as beneficiary under the joint and survivor |
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61 | 61 | | 32allowance under this section unless such person is the spouse, former spouse who has not |
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62 | 62 | | 33remarried, child, father, mother, sister or brother of such member. 3 of 6 |
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63 | 63 | | 34 If a spouse receiving an allowance as beneficiary under this option dies leaving any |
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64 | 64 | | 35children of the deceased member and of such spouse who are under age eighteen, such amount as |
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65 | 65 | | 36would have been paid to such spouse shall be divided into such number of equal shares as there |
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66 | 66 | | 37are such children, and each such share shall be paid to a guardian for the benefit of each such |
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67 | 67 | | 38child until the child reaches age eighteen. |
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68 | 68 | | 39 (2) At any time prior to his retirement a judge upon his written notice on a prescribed |
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69 | 69 | | 40form filed with the state retirement board prior to his death, may nominate an eligible beneficiary |
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70 | 70 | | 41as set forth under subdivision (1) of this section, who if such member dies before being retired |
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71 | 71 | | 42shall receive the yearly amount of the joint and survivor allowance to which such member would |
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72 | 72 | | 43have been entitled had his retirement taken place on the date of his death. |
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73 | 73 | | 44 If a judge, who would be entitled, upon resigning, to a pension or retirement allowance |
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74 | 74 | | 45for life under sections sixty-five A, sixty-five B or sixty-five D, dies before resigning, the |
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75 | 75 | | 46provisions of paragraph (d) of subdivision (2) or section 12 of chapter 32 shall apply. |
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76 | 76 | | 47 If a judge forty-five years of age or over but under the age of seventy who would be |
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77 | 77 | | 48entitled, upon resigning, to a pension or retirement allowance for life under section sixty-five A |
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78 | 78 | | 49or sixty-five D except for not having attained age seventy, or if a judge forty-five years of age or |
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79 | 79 | | 50over but under the age of sixty-five, who would be entitled upon resigning to a pension or |
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80 | 80 | | 51retirement allowance under said section sixty-five A or sixty-five D, except for not having |
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81 | 81 | | 52attained age sixty-five, or if a judge fifty-five years of age or over but under age sixty-five, who |
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82 | 82 | | 53would be entitled upon resigning to a pension or retirement allowance for life under section |
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83 | 83 | | 54sixty-five B, except for not having attained age sixty-five dies before resigning, the judge's |
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84 | 84 | | 55eligible beneficiary shall receive a pension or retirement allowance for life computed as 4 of 6 |
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85 | 85 | | 56provided in the second paragraph except that, in making such computation the proportion of the |
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86 | 86 | | 57annual rate of salary payable to a judge under section sixty-five A or sixty-five D or the |
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87 | 87 | | 58proportion of the average yearly earning for the required years of service payable to a judge |
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88 | 88 | | 59under section sixty-five B shall be reduced by one per cent for each year or part thereof by which |
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89 | 89 | | 60the date of death precedes the attainment of the age at which the judge would have received, |
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90 | 90 | | 61upon resigning, his pension or retirement allowance for life under section sixty-five A, sixty-five |
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91 | 91 | | 62B or sixty-five D, respectively. |
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92 | 92 | | 63 Pensions under this section payable to surviving beneficiaries shall be paid from the |
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93 | 93 | | 64same source and in the same manner as the salaries of like judicial officers of the court from |
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94 | 94 | | 65which the judge was retired or resigned or of which he was a judge at the time of his death are |
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95 | 95 | | 66paid. Retirement allowances under this section payable to surviving beneficiaries of judges |
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96 | 96 | | 67subject to the requirements of paragraphs (a) and (b) of section sixty-five D shall be paid |
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97 | 97 | | 68pursuant to the provisions of paragraph (h) of section sixty-five D. |
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98 | 98 | | 69 The provisions of subdivisions (1) and (2) of this section shall not apply to a surviving |
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99 | 99 | | 70spouse unless such surviving spouse and such deceased judge were living together at the time of |
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100 | 100 | | 71such judge's death or, if living apart, they were living apart, in the opinion of the appropriate |
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101 | 101 | | 72retiring authority, for justifiable cause other than desertion or moral turpitude on the part of such |
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102 | 102 | | 73surviving spouse. Payments under said second and third paragraphs shall terminate upon the |
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103 | 103 | | 74remarriage of such surviving spouse. |
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104 | 104 | | 75 In determining whether a judge who was appointed prior to January second, nineteen |
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105 | 105 | | 76hundred and seventy-five, has served in any office or offices at least ten years continuously and |
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106 | 106 | | 77would be for the purposes of the second or third paragraphs of this section, entitled to a pension 5 of 6 |
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107 | 107 | | 78for life under section sixty-five A or sixty-five B the period, not exceeding one year, of his |
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108 | 108 | | 79wartime service as defined in section one of chapter thirty-one, whether before or after his |
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109 | 109 | | 80appointment as a judge, shall be added to and deemed continuous with the period of his service |
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110 | 110 | | 81in any such office or offices. |
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111 | 111 | | 82 In determining whether a judge who was appointed prior to January second, nineteen |
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112 | 112 | | 83hundred and seventy-five, has served in any such office or offices at least ten years continuously |
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113 | 113 | | 84and would be, for the purposes of the second or third paragraph of this section, entitled to a |
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114 | 114 | | 85pension for life under section sixty-five A or sixty-five B, each three years spent by him in the |
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115 | 115 | | 86service of the commonwealth or of any county, city or town thereof shall count as one year of |
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116 | 116 | | 87creditable service and each such year so credited, but in no event to exceed more than four years |
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117 | 117 | | 88of such creditable service, shall be added to and deemed continuous with the period of his |
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118 | 118 | | 89service in any such office or offices. |
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119 | 119 | | 90 If a judge subject to the provisions of paragraphs (a) and (b) of section sixty-five D dies |
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120 | 120 | | 91before resigning or before retiring and if the eligible beneficiary is not entitled to a pension or |
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121 | 121 | | 92retirement allowance under the provisions of this section, or if a judge subject to the provisions |
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122 | 122 | | 93of paragraphs (a) and (b) of said section sixty-five D dies before resigning or before retiring and |
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123 | 123 | | 94if there is no eligible beneficiary who is eligible to receive a pension or retirement allowance |
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124 | 124 | | 95under the provisions of this section, all funds previously withheld and deducted under the |
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125 | 125 | | 96provisions of paragraph (b) of said section sixty-five D plus interest shall be returned to the |
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126 | 126 | | 97estate of the deceased. |
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127 | 127 | | 98 SECTION 2. Paragraph (h) of section 65D of chapter 32 of the General Laws, as so |
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128 | 128 | | 99appearing, is hereby amended by inserting, after the first sentence, the following sentence: - 6 of 6 |
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129 | 129 | | 100“Payments of such retirement allowances and pensions shall be made as provided in sections |
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130 | 130 | | 101twelve and thirteen.” |
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