Summary
In Kammerer v Kammerer, 278 AD2d 282, the Court equitably distributed the husband's pension pursuant to IRC 414(p)(1)(A), where the parties had entered into a separation agreement 15 years prior to the commencement of the divorce action and the wife had not waived her entitlement to said pension in said agreement pursuant to ERISA, 29 USCA 1055(c)(1)(A)(i).
Summary of this case from JILL S. v. MARC S.Opinion
Argued November 20, 2000.
December 12, 2000.
In an action for a divorce and ancillary relief, the defendant appeals, as limited by her brief, from so much of an order of the Supreme Court, Queens County (Flug, J.), dated November 17, 1999, as granted the plaintiff's motion to dismiss her verified answer and counterclaim.
Robert E. Spitalnick, Great Neck, N.Y., for appellant.
Hoffman Behar, LLP, Mineola, N.Y. (Warren S. Hoffman and Lester Forest, Jr., of counsel), for respondent.
Before: CORNELIUS J. O'BRIEN, J.P., FRED T. SANTUCCI, HOWARD MILLER ROBERT W. SCHMIDT, JJ.
DECISION ORDER
ORDERED that the order is modified, on the law, by deleting the provision thereof granting that branch of the motion which was to dismiss so much of the defendant's counterclaim as sought equitable distribution of his pension plan and substituting therefor a provision denying that branch of the motion; as so modified, the order is affirmed insofar as appealed from, without costs or disbursements, and the matter is remitted to the Supreme Court, Queens County, for further proceedings in accordance herewith.
The Supreme Court properly granted that branch of the plaintiff's motion which was to dismiss the defendant's counterclaim insofar as it sought to set aside the separation agreement which the parties entered into in August 1984. "It is well settled that a separation agreement [which is] fair on its face will be enforced according to its terms unless fraud, overreaching, or unconscionability is shown" (Warren v. Rabinowitz, 228 A.D.2d 492, 493; see, Wilson v. Neppell, 253 A.D.2d 493; O'Lear v. O'Lear, 235 A.D.2d 466). Here, the agreement appears fair on its face, and the defendant's allegations are insufficient to create an inference of overreaching or unconscionability in its execution and terms (see, Wilson v. Neppell, supra; O'Lear v. O'Lear, supra; Warren v. Rabinowitz, supra). Additionally, the defendant ratified the agreement by accepting its benefits for 15 years (see, Wilson v. Neppell, supra; Genovese v. Genovese, 243 A.D.2d 679).
However, the Supreme Court improperly granted that branch of the plaintiff's motion which was to dismiss the defendant's counterclaim insofar as it sought equitable distribution of the plaintiff's pension, which the record indicates is governed by the Employees Retirement Income Security Act, i.e. ERISA (see, 29 U.S.C. § 1055[c][2][A]). The defendant did not waive her right to share in the plaintiff's pension to the extent that it constituted marital property (see, Majauskas v. Majauskas, 61 N.Y.2d 481, 485-486; Kaplan v. Kaplan, 82 N.Y.2d 300), since the parties' separation agreement did not mention or refer to the plaintiff's pension (see, 29 U.S.C. § 1055[c][2][A]; Hurwitz v. Sher, 982 F.2d 778; Graef v. Retirement Income Plan for Employees of Albemarle Corp., 166 F.3d 332).