No. 19-354

Colleen A. Easterday v. Estate of Michael J. Easterday

Lower Court: Pennsylvania
Docketed: 2019-09-17
Status: Denied
Type: Paid
Response Waived
Tags: beneficiary-designation breach-of-contract common-law-waiver contract-claim erisa erisa-preemption joint-survivor-annuity kennedy-v-plan-administrator plan-documents preemption
Key Terms:
Arbitration ERISA
Latest Conference: 2019-11-15
Question Presented (AI Summary)

Can an Estate bring an action against a Joint Survivor Annuity beneficiary to obtain benefits after distribution based on a putative common law waiver inconsistent with ERISA plan documents?

Question Presented (from Petition)

QUESTIONS PRESENTED 1. Can an Estate bring an action in State or Federal Court, and prevail, against a Joint Survivor Annuity beneficiary specifically named in ERISA plan documents, to obtain those benefits after they have been distributed to that beneficiary based on a putative common law waiver, which is inconsistent with the ERISA plan documents? a. When drafting ERISA, was Congress concerned with the named beneficiary’s right to retain the benefits of a Joint Survivor Annuity after distribution? b. Does ERISA preempt a state law breach of contract claim, based on a putative waiver in a post nuptial agreement, to recover funds that were paid to the named beneficiary of an ERISA qualified Joint Survivor Annuity benefit plan when the waiver is inconsistent with the ERISA plan documents? c. Does the decision rendered by this Court in Kennedy mean that State and Federal Courts should disregard common law waivers that conflict with the beneficiary designation in a Joint Survivor Annuity made by the plan participant in accordance with the ERISA plan documents?

Docket Entries

2019-11-18
Petition DENIED.
2019-10-30
DISTRIBUTED for Conference of 11/15/2019.
2019-10-11
Waiver of right of respondent Estate of Michael J. Easterday to respond filed.
2019-09-13
Petition for a writ of certiorari filed. (Response due October 17, 2019)

Attorneys

Colleen Easterday
Charles David YoungerDavid R. Dautrich, Esquire, P.C., Petitioner
Charles David YoungerDavid R. Dautrich, Esquire, P.C., Petitioner
Estate of Michael J. Easterday
Robert J. DougherDougher & Dougher, Esquire, Respondent
Robert J. DougherDougher & Dougher, Esquire, Respondent