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CourtListener opinion 2821447

Date unknown · US

Extracted case name
In re Marriage of Hall
Extracted reporter citation
439 U.S. 572
Docket / number
pending
QDRO relevance 5/5Retirement relevance 5/5Family-law relevance 5/5gold label pending
Research-use warning: This page contains machine-draft public annotations generated from public opinion text. The headnote is not Willie-approved gold-label work product and is not legal advice. Verify the full opinion and current law before relying on it.

Machine-draft headnote

Machine-draft public headnote: CourtListener opinion 2821447 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.

Retrieval annotation

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.

Category: pension / defined benefit issues

Evidence quotes

QDRO

that SHIRLEY's benefits will commence not upon BRUCE's retirement but upon her reaching the eligibility age for retirement, upon which date she will receive her spousal pension benefits in the amount of $621.00 per month without the necessity for any qualified domestic relations order." ¶5 Bruce retired from the Union Pacific Railroad in June 2011. Shirley did not begin receiving pension payments and filed her petition for enforcement of judgment in February 2013. In the petition, Shirley sought entry of an order from the trial court dividing Bruce's pension per the settlement agreement. ¶6 A hearing took place on Shirley's petit

retirement benefits

s' youngest child, who was 16 when Shirley and Bruce divorced. The marital settlement agreement that both parties signed contained the following language in article VIII. "BRUCE shall have the sole right, title and interest in his pension and individual retirement plans, including but not limited to past, present and future contributions, interest and principal, whether contributed by BRUCE or his employer or both and whether unvested, partially vested, or fully vested, free and clear of any and all claims of SHIRLEY. A Qualified Domestic Relations Order will be entered which will provide SHIRLEY with $621.00

pension

____________________________ OPINION ¶1 Respondent Shirley Frank, n/k/a Shirley Pearson, filed a motion to enforce the terms in a 1998 marital settlement agreement she entered into with her former husband, petitioner Bruce Frank. Shirley sought various pension benefits she claims were distributed to her per the parties' marital settlement agreement but which she did not receive when Bruce retired. The trial court denied Shirley's petition for enforcement of judgment and her motion to reconsider. She appealed. We affirm. ¶2 FACTS ¶3 Petitioner Bruce Frank and respondent Shirley Frank were married in April 1

domestic relations order

LEY's benefits will commence not upon BRUCE's retirement but upon her reaching the eligibility age for retirement, upon which date she will receive her spousal pension benefits in the amount of $621.00 per month without the necessity for any qualified domestic relations order." ¶5 Bruce retired from the Union Pacific Railroad in June 2011. Shirley did not begin receiving pension payments and filed her petition for enforcement of judgment in February 2013. In the petition, Shirley sought entry of an order from the trial court dividing Bruce's pension per the settlement agreement. ¶6 A hearing took place on Shirley's petit

Source and provenance

Source type
courtlistener_qdro_opinion_full_text
Permissions posture
public
Generated status
machine draft public v0
Review status
gold label pending
Jurisdiction metadata
US
Deterministic extraction
reporter: 439 U.S. 572
Generated at
May 14, 2026

Related public corpus pages

Deterministic links based on shared title/citation terms and QDRO / retirement / family-law retrieval scores.

Clean opinion text

2015 IL App (3d) 140292

 Opinion filed July 29, 2015
 ____________________________________________________________________________

 IN THE

 APPELLATE COURT OF ILLINOIS

 THIRD DISTRICT

 A.D., 2015

 IN RE MARRIAGE OF ) Appeal from the Circuit Court
 ) of the 14th Judicial Circuit,
 L. BRUCE FRANK, ) Whiteside County, Illinois,
 )
 Petitioner-Appellee, )
 ) Appeal No. 3-14-0292
 and ) Circuit No. 98-D-142
 )
 SHIRLEY A. FRANK, n/k/a SHIRLEY A. )
 PEARSON, ) Honorable
 ) John L. Hauptman
 Respondent-Appellant. ) Judge, Presiding.
 ____________________________________________________________________________

 JUSTICE O'BRIEN delivered the judgment of the court, with opinion.
 Justices Holdridge and Schmidt concurred in the judgment and opinion.
 ____________________________________________________________________________

 OPINION

¶1 Respondent Shirley Frank, n/k/a Shirley Pearson, filed a motion to enforce the terms in a

 1998 marital settlement agreement she entered into with her former husband, petitioner Bruce

 Frank. Shirley sought various pension benefits she claims were distributed to her per the parties'

 marital settlement agreement but which she did not receive when Bruce retired. The trial court
 denied Shirley's petition for enforcement of judgment and her motion to reconsider. She

 appealed. We affirm.

¶2 FACTS

¶3 Petitioner Bruce Frank and respondent Shirley Frank were married in April 1978. They

 had two children during the marriage. At the time of the dissolution proceedings, Bruce had

 worked for the railroad for 18 years. Shirley had also worked outside the home during the

 marriage. In April 1998, the parties executed a marital settlement agreement that resolved

 property distribution, maintenance, custody, child support, visitation, and medical care for the

 parties' youngest child, who was 16 when Shirley and Bruce divorced. The marital settlement

 agreement that both parties signed contained the following language in article VIII.

 "BRUCE shall have the sole right, title and interest in his

 pension and individual retirement plans, including but not limited

 to past, present and future contributions, interest and principal,

 whether contributed by BRUCE or his employer or both and

 whether unvested, partially vested, or fully vested, free and clear of

 any and all claims of SHIRLEY. A Qualified Domestic Relations

 Order will be entered which will provide SHIRLEY with $621.00

 per month upon BRUCE's retirement."

¶4 Bruce filed a petition for dissolution of marriage on April 29, 1998, and a judgment of

 dissolution was entered the following day. The judgment of dissolution, which incorporated the

 marital settlement agreement, stated:

 "Article VIII of the parties' Separation Agreement is

 incorporated to the extent that it provides that BRUCE is awarded

 2
 all rights in and to his pension provided by the United States

 Railroad Retirement Board and to the extent that SHIRLEY will

 receive a separate payment of $621.00 per month, however, upon

 clarification by the plan administrator of the provisions of the

 pension, it appears that SHIRLEY's benefits will commence not

 upon BRUCE's retirement but upon her reaching the eligibility age

 for retirement, upon which date she will receive her spousal

 pension benefits in the amount of $621.00 per month without the

 necessity for any qualified domestic relations order."

¶5 Bruce retired from the Union Pacific Railroad in June 2011. Shirley did not begin

 receiving pension payments and filed her petition for enforcement of judgment in February 2013.

 In the petition, Shirley sought entry of an order from the trial court dividing Bruce's pension per

 the settlement agreement.

¶6 A hearing took place on Shirley's petition. At the hearing, the trial court allowed Bruce to

 introduce evidence regarding his railroad pension and clarifying the availability of the various

 tiers of benefits, including Tiers 1 and 2, and the spousal annuity benefit. Bruce testified that per

 the Railroad Retirement Board, Shirley was eligible for $621 in spousal annuity benefits. He

 never discussed sharing his Tier 2 benefits with her.

¶7 Shirley claimed the marital settlement agreement was controlling regarding the

 distribution of Bruce's pension. Shirley objected to the use of parol evidence at the hearing,

 arguing that the language of the settlement agreement was unambiguous and should be

 interpreted on its own terms. Shirley testified that because she did not have her own pension, it

 was important that she share in Bruce's pension. It was her intent when she signed the marital

 3
 settlement agreement that she receive $621 from Bruce's retirement funds, presumably the Tier 2

 pension. She never reviewed any materials regarding the railroad pension tiers or from the

 Railroad Retirement Board. Shirley did not read the judgment of dissolution or sign the

 modification that was presented to the court when it was entered in 1998.

¶8 The trial court found that an ambiguity existed between the pension provisions in the

 settlement agreement and the judgment of dissolution, and that the parties' intent could not be

 determined from the language of the two documents. The trial court admitted the parol evidence

 offered by Bruce and found that Bruce's evidence regarding the parties' intent was more credible

 than the evidence offered by Shirley's testimony. The trial court denied Shirley's petition for

 enforcement. She moved for reconsideration, which the trial court also denied. Shirley followed

 with this appeal.

¶9 ANALYSIS

¶ 10 The issue on appeal is whether the trial court erred when it denied Shirley's petition for

 enforcement of the marital settlement agreement. Shirley argues that the trial court erred in

 interpreting the settlement agreement as ambiguous and should not have considered parol

 evidence in reaching its determination. Shirley submits that the parties intended that she receive

 $621 per month when Bruce retired, as evidenced by the marital separation agreement.

¶ 11 The rules of contract interpretation apply to the interpretation of a marital settlement

 agreement. In re Marriage of Hall, 404 Ill. App. 3d 160, 166 (2010). The primary objective

 when interpreting an agreement is to give effect to the intent of the parties. Hall, 404 Ill. App.

 3d at 166. A judgment of dissolution and martial settlement agreement are to be construed as a

 single agreement. Kirschenbaum v. Northwestern University, 312 Ill. App. 3d 1017, 1029 (2000).

 4
 The best indicator of the parties' intent is the language used in marital settlement agreement.

 Allton v. Hintzsche, 373 Ill. App. 3d 708, 711 (2007).

¶ 12 When the terms of the agreement are unambiguous, intent must be determined solely

 from the agreement's language. Hall, 404 Ill. App. 3d at 166. When an agreement is ambiguous,

 the court may hear parol evidence to decide the parties' intent. In re Marriage of Dundas, 355 Ill.

 App. 3d 423, 426 (2005). An ambiguity exists where the language of an agreement is susceptible

 to more than one reasonable interpretation. Allton, 373 Ill. App. 3d at 711. This court reviews a

 trial court's interpretation of a marital settlement agreement de novo. Marriage of Dundas, 355

 Ill. App. 3d at 426.

¶ 13 A contract is modified when there is a change in one or more aspects which introduces

 new elements into the contract's details but leaves its general purpose and effect undisturbed.

 Urban Sites of Chicago, LLC v. Crown Castle USA, 2012 IL App (1st) 111880, ¶ 36.

 Modification generally occurs when the parties agree to change a provision in the contract or add

 obligations but want to leave the nature of the original agreement intact. Urban Sites of Chicago,

 LLC, 2012 IL App (1st) 111880, ¶ 36. For the modification of a contract to be valid, it must

 meet the requirements for the creation of a contract, including offer, acceptance and

 consideration. Urban Sites of Chicago, LLC, 2012 IL App (1st) 111880, ¶ 35. A party cannot ex

 parte modify a contract without the knowledge and consent of the other party. Urban Sites of

 Chicago, LLC, 2012 IL App (1st) 111880, ¶ 35.

¶ 14 The record is clear that Shirley was unrepresented by counsel during negotiations

 regarding the marital settlement agreement, did not attend the dissolution proceeding where the

 trial court entered the judgment of dissolution modifying the marital settlement agreement, and

 was not a party to the modification regarding her share of and eligibility for the divorced spouse

 5
 annuity. The changes in the pension distribution introduced new elements into the agreement

 and the trial court should have required that Shirley approve them. It is undisputed that she did

 not. We thus consider that the modification was invalid. It was error, therefore, for the trial

 court to consider parol evidence at the hearing on Shirley's petition to enforce judgment.

 However, we can affirm the trial court for any reason set forth in the record. In re Marriage of

 Petrik, 2012 IL App (2d) 110495, ¶ 33 (quoting Mutual Management Services, Inc. v. Swalve,

 2011 IL App (2d) 100778, ¶ 11).

¶ 15 Federal benefits, including railroad pensions and Social Security payments, may not be

 divided directly or used as an offset in a marital property distribution. In re Marriage of Crook,

 211 Ill. 2d 437, 449-50 (2004); Hisquierdo v. Hisquierdo, 439 U.S. 572, 582 (1979). Principles

 of federal preemption prevent state courts from considering federal pension benefits in

 dissolution proceedings. Crook, 211 Ill. 2d at 444. A state court order distributing a portion of

 the benefit to a former spouse would be contrary to congressional intent and would disrupt the

 national scheme and the national uniformity inherent in federal pension programs. Crook, 211

 Ill. 2d at 446-47 (quoting Hisquierdo, 439 U.S. at 584). The Crook court acknowledged the

 \potential inequities implicated by the federal preemption protection\" but stated that it was