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The following is an excerpt from a statement made by (now deceased) SGT MAJ C.A. MCKINNEY, USMC Retired before the Committee On Veterans Affairs, U.S. House of Representatives on the UNIFORMED SERVICES FORMER SPOUSE PROTECTION ACT (USFSPA) on 5 August, 1998.
"To understand the mechanics that moved Congress to enact the USFSPA, one must be knowledgeable of the events leading to its finale. The following statement was prepared by this witness who played a major role in trying to delay the momentum driving the force toward the enactment of what the military and veterans' groups believed to be a one-sided proposal. Much of this statement is supported by documents retained on file by this witness.
MILITARY RETIRED PAY
For almost a century, prior to the enactment of USFSPA, U.S. Courts agreed that military retired pay is neither an annuity, a pension, nor a payment for fully retiring from the Armed Forces of the United States. As far back as 1881, the U.S. Supreme Court held in U.S. v. Tyler (105 U.S. 244) that officers retired from active service were still "in the military service of the government." The Court took note that those on the retired list "were in all respects still performing 'service'."
"It is impossible to hold that men who are by statute declared to be a part of the army, who may wear its uniform, whose names shall be borne upon its register, who may be assigned by their superior officers to specified duties by detail as other officers are, who are subject to the rules and articles of war, and may be tried, not by a jury, as other citizens are, but by a military court-martial, for any breach of those rules, and who may finally be dismissed on such trial from the service in disgrace, are still not in military service."
Other Courts upheld the earlier decision. In Lemly v. United States
(109 Ct.Cl. 760,763 (1948)) the Court stated: "Retirement pay ... is a
continuation of active duty." Nearly 20 years later on March 16, 1976,
the U.S. District Court, Northern District of California, supported the
judgment that military retired pay is "reduced pay for reduced but
continuing service." In October 1978 the U.S. Court of Appeals for the
Ninth Circuit arrived at the same result as in the Lemly case:
"Retirement pay ... is a continuation of active duty."
Additionally,
the Internal Revenue Service (IRS), through the Federal Government's
issue of W-2P Forms, identified military retired pay as separate from
'pensions and annuities.' And the Subchapter on Forfeiture of Annuities
and Retired Pay, USC 5, 8311, defined military retired pay separately
from federal employees' annuities. Even the Encyclopedia Britannica of
the time noted that military retired pay was different from 'public
employee pensions,' "... they (military retired pay measures) continued
a certain portion of pay."
THE BEGINNING
For some years prior to 1977, a few States, then
numbering no more than 8, had developed community property laws. Some
treated military retired pay as divisible upon granting divorces
involving military personnel. In 1977, two noncommunity property
States, Michigan and New Jersey, adopted the concept. Colorado,
however, had ruled in 1975 that military retired pay was not subject to
a division because it was not the result of a 'contributory plan.'
The
Montana Supreme Court also took the position that military retired pay,
like a private pension, could be considered vested property and was
divisible under State law. Oregon's Court of Appeals ruled that the
retired pay of a Foreign Service Officer could be assigned to his
former spouse while he was still employed. Payments would begin after
retirement.
California went further. In Luciana v. Luciana its Court of
Appeals decided that the former spouse did not have to wait until the
service member retired to begin receipt of the latter's military
retired pay. However, the court noted that if she began payments at
that time it would "constitute an irrevocable election to give up
possibly higher future payments that might accrue because of longevity
increases, more years of service and military pay raises." (Randall
Shoemaker, The Retired Scene, Navy Times, Oct. 20, 1980.)
In another
California case, Tom Philpott, reporting for the Navy Times, March 16,
1981, discovered that a state court had awarded a former spouse damages
because her former military spouse refused to retire so she could get a
portion of his retired pay.
In an article by Bruce Covill, Army, Navy,
Air Force Times, April 14, 1977, he noted that one of the community
property states, Texas, had recorded a state court judge's ruling in
1960 that military retired pay constituted property and could be
divided between husband and wife in a divorce action.
Texas, in the
minds of its congressional delegation had one insurmountable problem,
it wasn't able to enforce payment due to a quirk in its constitutional
law. The State had no alimony or garnishment statute. Although Texas
may have wished for the Federal government to collect and pay its court
orders involving the division of military retired pay as community
property, the Comptroller General of the United States, in decision
B-190985, gave service secretaries legal basis for refusing to follow
Texas community property attachments to military retired pay.
Texas'
predicament led former U. S. Representative Kent Hance (TX) to
introduce H.R. 3677 in early 1980 authorizing the Service Secretaries
to pay 'another person' part of a service member's retired pay as a
result of a court decree, etc., or 'any court-approved property
settlement.' Hance reintroduced his proposal in 1981 as H.R. 1711.
Eleven (11) of his co-sponsors were Texans. (More on the Texas
situation, pp 10-11.)
ESTABLISHING A PRECEDENT
Despite protests to the
contrary, the civilian community, including Members of Congress,
referred to military retired pay (also 'retainer pay' payable to Navy
and Marine Corps personnel with more than 20 years of active service
but less than 30) as a 'pension.' The late U.S. Representative Les
Aspin used the term 'pension' during his attacks on the military
retirement system. Even such military-oriented publications as the
Army, Air Force, and Navy Times used the word. It wasn't too long
before some uninformed service members began to refer to their military
retired pay as a pension.
It is of little wonder that the media adopted
the misnomer and used it in such articles to describe military retired
pay. Newspapers had a field day with former U. S. Representative
Patricia Schroeder's quotes on the plights of ex-spouses not in receipt
of any part of their ex-husbands' retired civil service or military
'pensions.'. William Raspberry of The Washington Post was one of the
first to pick up the Schroeder banner after she introduced legislation
in early 1977 to authorize splitting retired 'pensions' between federal
employees and their former spouses.
THE PROPOSALS
In introducing her
first bill, seeking the division of civil service retirees' annuities,
Schroeder hailed the fact that at least former spouses of military
personnel would be eligible to receive social security benefits from
their military sponsors' contributions to that program. However, this
did nothing later to dissuade her from going after the retired pay of
military members. She provided 'heart-rending' stories for publication
in the Congressional Record of former spouses left without financial or
other support.
Schroeder's initial proposal to divide military retired
pay specified that:
a. Marriage must last for 10 years while the
military member is serving the 20 years to be entitled to retired pay.
b. Division to be prorated on years of service not to exceed 50 percent
of the retired pay. For example, being married for 20 years while the
member was 'earning' the entitlement gave the former spouse a 50
percent share.
c. Member must provide survivor benefits for ex-spouse
unless the latter declines.
d. Payment to ex-spouse terminates upon
remarriage prior to age 60. (Applicable also in her Federal retirees
proposals.)
e. Applies to military personnel retiring after enactment.
f. If divorce occurs while member is on active duty, the ex-spouse
could later claim a portion of retired pay for time married.
Schroeder
went on to introduce successive proposals in the 96th and 97th
Congresses. All were similar in content and all terminated payments to
ex-spouses on remarriage before age 60. In all three bills she used the
term 'pension' in describing military retired pay. Two (2) examples are
quoted below.
"This bill recognizes that both spouses contribute to the
service member's ability to earn a wage and receive a pension."
"The
major policy question before us is whether pension plans should
continue to emphasize benefits for retired workers solely?"
Schroeder's
quest to have Congress amend Federal statutes so that military retired
pay would no longer belong exclusively to the service member set off a
number of related proposals.
In addition to the Hance bill, H.R. 3677,
former Senators DeConcini and McGovern and U.S. Representative Joseph
Fisher (VA) sponsored legislation that would provide either financial
or administrative support to ex-spouses of service members. Fisher's
bill required the Department of Defense (DOD) to notify the military
retiree that his or her retired pay would be divided by a court order,
etc., but the retiree would have no recourse to halt the payments. On
the other hand, civil service personnel were granted an additional 30
days to initiate legal action to challenge the validity of the order.
Meanwhile, earlier actions by the Executive Branch, the Civil Service
Commission and the General Accounting Office (GAO), opposed the
Schroeder legislative proposals awaiting consideration by Congress.
THE
1980-81 HEARINGS
On May 28, 1980, the late U. S. Representative Bill
Nichols, Chairman, House Armed Services Committee's Subcommittee on
Military Compensation, conducted a hearing to consider Schroeder's
bill, H.R. 2817, and the Hance and Fisher proposals.
In his
introductory remarks, the chairman stated:
"The (military retirement)
benefit system is designed to attract and retain the quantity and
quality of military personnel needed. To this end, it must provide
equitable compensation in conjunction with a benefit package that
provided the incentive to choose the military as a career. Providing
benefits to dependents can be justified, in part, on the basis of
comparability with the private sector. However, extending certain
benefits to former spouses neither directly enhances career
attractiveness nor addresses a problem with regard to comparability.
... Whether the Federal government provides assistance to former
spouses of military personnel through a military benefit program or
whether that assistance is provided through standard social programs,
that assistance is a payment from the public at large to a specific
group. It is not for services rendered or an entitlement earned; it is
a transfer payment."
Among the witnesses at the May 28, 1980 hearing
was the Deputy Assistant Secretary of Defense for Military Personnel
Policy. He advised the subcommittee that DOD was opposed to the
Schroeder bill, H.R. 2817. His opposition was supported by four major
military organizations. Of the two (2) women's panels, Ex-Partners of
Servicemen for Equality (EXPOSE) and Action for Former Military Wives,
only EXPOSE (with all of its 300 members nationwide) chose to endorse
the Schroeder bill.
The following major points helped to convince the
subcommittee to take no further action on H.R. 2817. Although cited to
oppose a future Senate bill (see below), they apparently were ignored
by that body's oversight panel.
- Military retirees are subject to
the applicable provisions of the Uniform Code of Military Justice
(UCMJ). (Spouses are not.)
- Military retirees may be recalled to
active duty. (Spouses cannot.)
- Military retirees do not have
'property rights' to their retired pay. It is earned on a day-by-day
availability to serve if recalled. The day the retiree dies is the day
his or her retired pay terminates. Additionally, military retirees are
subject to a variety of rules and regulations that can reduce military
retired pay. (Spouses are not.)
- Enlisted service members, including
combat veterans, can be honorably but involuntarily discharged and
commissioned officers may resign with as many as 19 years, 11 months,
and 29 days without any compensation or benefits forthcoming. They have
served longer than 10 years (as in the former spouses' proposals) yet
are entitled to nothing from the Armed Forces for their sacrifices and
hardships endured while serving their Nation. (Why, then, should
spouses with less than 20 years be considered above the service
rendered by these men and women, many of them combat veterans?)
- Public Law 95-617 (1975) authorized garnishment of active and retired
military pay to satisfy state-court ordered alimony and child support
payments. (Later amended so that alimony would not include transfer of
property as a result of divisions of property between spouses or former
spouses.) (It is worthy to note that the major military organizations,
numbering more than 600,000 members, did not object to the garnishment
of military retired pay for court-ordered alimony or child support
payments.)
Chairman Nichols conducted a second hearing in November 1981
to hear from Reps. Schroeder (H.R. 3039), Whitehorse, Vic Fazio and
Hance. Supporting them were three (3) women's groups with two (2)
military associations providing the opposition. Nichols noted that the
issue is 'complex and emotional'... thought must be given to the role
to be played by the Federal versus the state government in divorce
cases and "the rights and well-being of the military member as well as
the former spouse."
In the Fall of 1980 the Supreme
Court agreed to hear the appeal of a retired military officer who had
been ordered by a California Court to split nearly half of his retired
pay with a former spouse. He argued, among other points, that he was
not subject to the jurisdiction of the California Court and was exempt
from that State's community property law. Further, he claimed that the
State was violating the Federal supremacy clause by interfering with
Congress' authority to provide a retirement system for the Armed
Forces.
McCarty also mentioned the split between the States on
treatment of military retired pay in divorce cases. And the fact that
it encouraged forum shopping for a divorce by military spouses.
Meanwhile, the passage of the Foreign Service Act of 1980 brought a
feeling of anxiety to the military community, in particular the major
military organizations representing more than a million service
members; officers and enlisted, active duty, reserve and guard, and
retired. Seven (7) of the organizations joined in an amicus curiae
brief on behalf of the appellant McCarty. The Fleet Reserve Association
(FRA), The Retired Officers Association (TROA), Reserve Officers
Association (ROA), Marine Corps League (MCL), Non Commissioned Officers
Association (NCOA), Air Force Sergeants Association (AFSA) and National
Association for Uniformed Services (NAUS) requested that the U. S.
Supreme Court rule in favor of protecting military retired pay from
State community property laws.
Filing a brief in support of Mrs.
McCarty were; Action for Former Military Wives, Ex-Partners of
Servicemen for Equality, National Military Wives Association,
Association of American Foreign Service Women, National Organization
for Women Legal Defense and Education Fund, some California women's
groups (estimated to be less than 10,000 members), and eight (8)
members of Congress. The eight were: U. S. Representatives Pat
Schroeder, John Burton, Millicent Fenwick, Margaret Heckler, Barbara
Mikulski, John Seiberling, Olympia Snowe, and Howard Wolpe.
In spite of
the anxiety, the military organizations believed that the Supreme Court
and Congress would prevail in favor of military retirees for the
following reasons:
- Foreign Service and Civil Service retirement
systems, unlike that of the military, were contributory. Each had a
vested program, the military did not.
- Neither of the two Federal
systems had mandatory recall-to-active employment as did the military
retiree.
- Neither of the two Federal systems had a program of
contributing to social security and, therefore, had no former spouses'
benefit to offer. The military, however, did have such a program.
- Neither of the two Federal systems required their retired members to
suffer a loss of retired pay, as is the case for military retirees, for
violating one of their regulations without judicial process, or for
being employed by a person furnishing naval supplies or war materials
to the United States, or engaging in selling, contracting or
negotiating to sell certain supplies to Federal entities listed in 37
USC, 801.
- Neither of the two Federal systems required their retired
members to follow a lifetime of regulations as is the case of military
retirees.
Some of the above reasons were reiterated in the amici curiae
filed in the McCarty case by the seven (7) military organizations noted
above.
"The fundamental purpose of retired pay of military personnel is
to provide for the national defense. It is this fundamental purpose
which requires the finding that there is a federal interest to protect
in the case before the Court, that the federal interests dictates a
finding that retired pay is not a vested property right. The findings
by scattered state courts that retired pay is a vested property right,
based upon certain characteristics of the payment, pose significant
threats to the special nature of this 'entitlement' and its function in
national defense."
Once again, in the amici curiae, the associations
voiced their support for court ordered alimony and child support
payments. "They are in agreement that the power of a state to require
support from any of its citizens is a parochial matter subject only to
the due process test of a rational basis for any law."
THE DECISION
In
its opinion the Supreme Court on June 26, 1981 held that "Federal law
precludes a state court from dividing military retired pay pursuant to
state community property laws."
"(a) There is a conflict between the
terms of the federal military retirement statutes and the community
property right asserted by appellee. The military retirement system
confers no entitlement to retired pay upon the retired member's spouse,
and does not embody even a limited 'community property concept.'Rather,
the language, structure, and history of the statutes make it clear that
retired pay continues to be the personal entitlement of the retiree."
Further, the Court explained that "the application of community
property principles to military retired pay threatens grave harm to
'clear and substantial' federal interests." Moreover, "... such a
division (of military retired pay) has the potential to interfere with
the congressional goals of having the military retirement system serve
as an inducement for enlistment and re-enlistment and as an
encouragement to orderly promotion and a youthful military."
The Court
did recognize the plight of ex-spouses. It stated that an ex-spouse's
situation may be mitigated by the right to claim social security
benefits and garnishee military retired pay for support, but that
Congress may wish for a need to provide more protection. Congress now
had carte blanche to change the system.
SENATE ACTION
While the Supreme
Court was weighing the McCarty case, the Senate Armed Services
Committee's Manpower and Personnel Subcommittee was working on the
introduction and consideration of a proposal to divide military
members' retired pay with their former spouses. In early 1981 the
panel, chaired by former Iowa Senator Roger Jepsen, offered a proposal
for review, later introduced as S.1814.
Meanwhile, others, including
Representatives Schroeder and Hance, sponsored their own bills dealing
with the ex-spouse issue. Schroeder's bill, H.R. 3039; Hance's H.R.
1711; former Senator Hatfield's S. 888; and former Senator DeConcini's
S. 1453, became subjects of a September 22, 1981 hearing before the
Jepsen panel.
At the hearing the list of witnesses was restricted to
one (1) military organization opposed to the bills while two (2) small
women's organizations representing affirmative action were allowed to
provide testimony. From that date forward, until the proposal was
adopted by the Senate Armed Services Committee, none of the hearings
scheduled by the Jepsen panel included as a witness a representative of
an opposing military organization. Only witnesses favoring the
ex-spouses' proposals were invited to testify.
Accordingly, things
would not go well for the military organizations desiring to maintain
military retired pay as an exclusive right of the service member.
Comments by the chairman and ranking member were weighted heavily in
favor of changing the retirement system so that former spouses would be
able to obtain a percentage of the military member's retired pay. DOD's
statement had changed from a negative position on the Schroeder's
proposal to a neutral one awaiting instructions from the President's
office. Responding to a Jepsen question, the DOD spokesman said that
"most of us" (in DOD) agree to splitting the (retiree's) check. From
this hearing until the enactment of the USFSPA DOD's position remained
ambiguous.
Representative Schroeder also appeared before the Jepsen
panel. She endorsed Hance's H.R. 1711 or DeConcini's S. 1453 "if the
Subcommittee finds that stronger language is necessary to override the
Supreme Court's McCarty decision." She then spoke of her proposal, once
again voicing support for terminating retired pay division if the
former spouse remarried before age 60.
The military organizations
continued to seek support for their position. They hoped for a chance
to present their case before the Subcommittee; however, that hope faded
as stronger support materialized favoring the Jepsen proposal. Even the
military hierarchy appeared to be abandoning its opposition to the
former spouses proposal. In one example, the four uniformed manpower
chiefs failed to give a clear indicator as to their Service's position.
The organizations then visited a number of offices of House and Senate
members of the Texas delegation urging Texas to change its laws to
permit garnishment for alimony and child support payments in lieu of
using Federal statutes to provide compensation to former spouses. The
attempt was futile. Except for a small minority, the delegation proved
to be four square in favor of changing Federal law to circumvent their
state's failure to provide protective measures for former spouses.
The
Texas interest in the Hance-Schroeder-Jepsen initiative became more
apparent following the Supreme Court decision of June 26, 1981. In a
July 13, 1981 Air Force Times edition, Tom Philpott reported that a
source told him that "... most of the hue and cry (over Mccarty) is
coming from Texas, where there is no alimony and a wife who doesn't
receive a property distribution doesn't receive anything."
As a result,
the Texas congressional delegation was playing a major role in having
changes made to the military retirement system. Conversations with Rep.
Hance verified the delegation's commitment to revising Federal law
'because it is easier than trying to amend the Texas constitution.'
MARK UP AND INTRODUCTION OF AMENDMENTS
The Jepsen panel approved its
version of the former spouses protection act, S. 1814, and quickly
scheduled it for a mark up by the full SASC. The opposing military
associations reacted by contacting Senator John Warner seeking his
intervention. At the mark up he moved to have the proposal recommitted
to the Jepsen panel for further consideration. He reasoned that since
only one military organization had the opportunity to voice its
objections, it was only fair to allow the others to have the same
opportunity as did the many groups favoring the bill.
Jepsen and Exon
objected and Tower sided with them. However, before announcing his
decision to rule against the Warner motion, Tower went so far as to
state that he was a member of one of the opposing enlisted military
organizations and had heard their testimony. This came as a surprise to
that organization's representative who was present for the mark up. He
(as well as the other military organization representatives present)
was astounded when Jepsen boasted that the Subcommittee had four
hearings and they (the military organizations) had a chance to testify.
Exon, the Subcommittee's ranking minority, echoed Jepsen. He, too,
claimed that everyone had a chance to be heard.
On July 14, 1982, the
Senate Armed Services Committee referred the bill, S. 1814, to the full
Senate for consideration. The very next day, Thursday, July 15, 1982,
Rep. Schroeder, without comment, and among other amendments, introduced
the Senate version as an amendment to the FY 1983 Defense Authorization
Bill. Twelve (12) days later, July 27, 1982, just prior to adjourning
for the day, and without a hearing on the new proposal, the amendment
came to the House floor for consideration. However, debate was
suspended until the following morning.
After Schroeder introduced her
amendment on July 15, concerned military organization representatives
met the following week with Rep. Nichols, then chairing the HASC
subcommittee having oversight on the issue. The purpose was to
determine a method to sidetrack the proposal. However, Nichols advised
the group it is an election year and momentum was such that there is no
chance to slow it down. Instead, he placed an offer on the table to
consider amendments to the Schroeder proposal. A number of suggestions
were made, but only a few were accepted. Without the organizations'
knowledge he incorporated these into an umbrella amendment to the
Schroeder amendment. Nichols introduced his amendment on July 27, 1982.
THE FLOOR DEBATE
The debate on the now Schroeder-Hance-Whitehurst
amendment began the following day, July 28, 1982. The three, all
attorneys-at-law, had a supporting cast of some nine (9) member
attorneys to speak in favor of the amendment. It was not surprising
then to learn that the only supporting document introduced during the
debate by Schroeder, et al, was a letter from the American Bar
Association (ABA).
The number of attorneys was so overwhelming that
Rep. Nichols, leading one of the two opposing sides, admitted that he
was "in a rather uncomfortable situation ... beset on both sides from
people who are learned in the law." And the learned appeared to take
full advantage of the task at hand. They embellished many of their
remarks in swaying the jury of peers to vote for the cause. For
example:
"(The McCarty decision) has materially and adversely affected
the practice of family law.'
"State courts are holding up action on
divorce cases until Congress resolves the conflict."
Further
embellishment came through the use of the word 'pension.' Referenced
any number of times to describe or allude to military retired pay, it
left those who were not knowledgeable a vision of a payment for past
services rather than what it really is, reduced pay for reduced
services.
The Texas delegation, as anticipated, continued its role in
the proceedings. In addition to Rep. Hance, Texas Congressmen Sam Hall,
Jr., Martin Frost, Abraham Kazen and Jake Pickle offered their
supportive views on the Schroeder-Hance-Whitehorse amendment. Ignoring
the Federal law authorizing garnishment of military pay and retired
pay, Frost and Kazen pled their case. Frost: "The amendment is
definitely needed for the courts in the State of Texas. ... The State
courts in Texas already consider such pay in divorce settlements;
however, there is no garnishment or enforcement provision to insure the
due award to a former spouse on the basis of a qualified court order."
Kazen: "... the great State of Texas does not have a garnishment law.
We cannot go after anybody's salary or anybody's pension or anything
else."
Early in the debate, Schroeder advised her audience that the
amendment "simply returns to the State courts the authority to treat
military retired pay as it does other public and private pensions." The
opposition should have caught this and countered with, 'the States
never had the authority to divide military retired pay from the
beginning.'
Subtleties also were employed by the
Schroeder-Hance-Whitehorse team and its supporters. Some are quoted
below (Underlines supplied):
- "I am very saddened that we cannot --
give military spouses at least equal rights with Foreign Service and
the CIA- but to not do anything would be a tragedy and really put
(military spouses) in the worst of all possible positions."
- "I think
we should give military wives at least equal rights with Foreign
Service spouses and CIA spouses."
- "I am very saddened that we cannot
give military spouses at least equal rights with the Foreign Service
and the CIA."
The key words in each of the above statements were, 'at
least equal rights with Foreign Service and CIA spouses,' but
apparently equity never played a part in the Schroeder-Hance-Whitehorse
amendment. Despite assurance that her amendment was, "absolutely (the)
bare minimum," was not "breaking new ground," nor does it "put former
military spouses in a more advantaged position ...," the statements
made throughout the debate by Schroeder and company veiled the real
intent of the amendment to authorize enhanced benefits for military
spouses. At least Rep. William Ford was honest enough to acknowledge
this when he boasted, "I think (the Schroeder amendment) is far
superior, for example, to what we ended up doing with the Foreign
Service officers."
Nichols warned the assembly that there were
"uncertainties, ambiguities and potential problems" in the Schroeder
amendment and that he had "some very significant reservations"
concerning its implications. Rep. Don Mitchell cautioned: "Equity, I
feel, is the theme ... not just equity for divorced spouses. Even
though the scales have been balanced unfairly ... I do not feel we
should unbalance them on the other side in an attempt to remedy the
situation. ... (W)e must also provide equity for the members of the
service."
During the proceedings, the following major problems or
advantages emerged:
- The military spouse will have the opportunity to
forum shop. Toward the beginning of the debate, Rep. Hance remarked
that in order for former spouses to get any type of the retired
military pay- "they have to go to court and go from jurisdiction to
jurisdiction." Later, during floor speeches by Reps. Nichols and Duncan
Hunter, both called this fact to the attention of the assembly.
Nichols: "The gentlewoman's amendment would subject a military member
to the jurisdiction of a court soley because the member was residing in
the State as a result of military orders." Duncan: "I think we do have
a problem with forum shopping under the proposal by the gentlewoman
from Colorado."
- No remarriage provision. Schroeder reneged on her
previous position of denying payments to former spouses who remarried
before age 60. Previously she had introduced four (4) bills in
successive Congresses that included the denial. Her latest, H.R. 3039,
was introduced in the very same Congress now hosting the debate.
Referring to the Nichols' amendment, Schroeder expressed fault with its
remarriage provision. "This really concerns me because the fact that
(the military spouse) remarries or not should not have anything to do
with the rights that she had vested in her time that she was working
and living with her husband who was in the military." Nichols reminded
Schroeder of her earlier statements pleading for equal rights, that the
Foreign Service and CIA both had remarriage terminal provisions and, "A
similar restriction is only fair for the military member as well, who,
to a large extent, is similarly situated."
- Courts can order payments
to former spouses with less than 10 years of marriage to the service
member. Both Schroeder and Hance argued to retain this provision.
Schroeder suggested that although she, as a general rule, believed
pensions should not be divided after short marriages, there were always
"exceptional cases." She reported further that the Foreign Service Act
specified that nothing therein prevented State courts from dividing
pensions in cases where the former spouse was married less than 10
years. Hance, using a different tactic, pleaded that the rights under a
pension bill or retirement bill "should vest from the first day."
Schroeder was reminded by Nichols that recent changes in the Foreign
Service system and those proposed for the CIA "restricted payments of
portions of retired pay to situations in which the marriage lasted 10
years." Former Rep. Don Mitchell also reminded the assembly that both
Schreoder and Whitehurst had the 10 year restriction in their original
bills. Mitchell, who at the time was the ranking minority member on the
House Armed Services compensation subcommittee, apprized his colleagues
that the service member had no vesting rights. "We should take into
account, he said, "that there is no vesting in the military ... If you
are there 20 years, you get it. If you are there 19 years, you do not."
- Has no history of hearings in the House. Schroeder and other team
members alluded to the fact that her amendment had been considered in
the House. "(T)here were lots of hearings on this in the House," she
claimed. Later, she again implied that the House "has had lots of
hearings on this, on the CIA, on Foreign Service, on civil service." In
truth, there were a number of hearings to consider the CIA, Foreign
Service and civil service proposals, but none- absolutely none in the
House on her proposal now on the House floor. Nichols, whose panel had
this authority, alluded to Schroeder's statements as erroneous. He said
he would rather have been able to consider this "rather complex and
far-reaching issue within the committee to insure that the full impact
of these changes could be evaluated in detail." He rightfully charged
that Schroeder's amendment "was an attempt to circumvent the system."
The House Armed Services ranking member, former Rep. William Dickinson,
said the House should go about it in the more normal way. "This really
should be the subject of extensive hearings so that all parties
interested can have their day in court ... to develop the problems that
will arise from this ... and we know what we are doing." Nichols and
Dickinson were joined by Mitchell who noted there wasn't sufficient
testimony received. "I would hate to pass a bill ... because we acted
prematurely this year." Former Rep. Richard White, one time chairman of
the House Armed Services personnel subcommittee, went even further in
his observation. He said he could not be silent "when the House might
produce what I regard as defective legislation. ... Both (Schroeder's
and Nichols' amendments) create more loopholes than they seek to cure."
White also reminded his colleagues that there was no mark up on the
amendments and no opportunity for the House to pass a separate type of
program.
- Provides minimum protection for service members. Rep.
Whitehorse assured members of the House that, "The service member is
protected by several clauses in this legislation." He noted that one
limited the amount of the award of retired pay to 50 percent of
disposable retired or retainer pay, failing to add that the amount
could go as high as 65 percent. Another would forbid the courts from
ordering a service member to retire in order to effectuate payments
from the member's retired pay, yet he made no mention that the
amendment did not forbid the courts from ordering the service member to
begin payments out of his or her active duty pay. A third clause
stipulated that the former spouse could not transfer, dispose of by
will or inheritance, or sell her portion of retired pay, although it is
doubtful that this clause was a protective measure for service members.
At other times during the debate other clauses were briefly addressed.
One deterred the courts from ordering service members to enroll in a
survivor benefit plan for their former spouses; however, they could
voluntarily do so if they chose. Another came to light when Rep. Sam
Hall, Jr., a Texan, inquired if there was a provision in the Schroeder
amendment allowing the courts to reopen previously concluded final
judgments? Schroeder replied in the negative but she did not inform
Hall that there was no provision in the proposal to stop the courts
from doing just that if so inclined.
OTHER PROBLEM AREAS
A number of
questionable clauses in the Schroeder amendment, also incorporated in
the Nichols' proposal, spelled trouble for service members. An attempt
by military organizations to have the House and Senate conferees
rescind, amend or correct a number of these was not successful. Most
important, perhaps, was the lack of enforcement in protecting the
service members' rights once the court order is received by the
members' Service Secretary. Upon receipt, if the order appears "valid
on its face," neither the Secretary nor any other Federal agency is
required to validate jurisdiction.
The most depressing news came in
response to a query to the Solicitor General of the United States. He
said that the only enforcement of any violation of the USFSPA by a
State court would have to be by an appeal to a higher court. The onus
would be on the military retiree to pursue litigation.
THE END: YET
ANOTHER BEGINNING
In spite of the warnings by Nichols and others
opposed to the Schroeder amendment, the election year momentum made it
impossible to have it recommitted to the Committee for further
consideration. Nichols, who had no choice but to introduce an amendment
to Schroeder's, argued that his was the better choice of the two.
However, as Rep. White advised his colleagues, both Schroeder's and
Nichols' amendments "created more loopholes than they seek to cure."
Consequently, the Nichols' proposal prevailed by voice vote, but the
remarriage provision and a few others fell by the wayside when House
and Senate conferees met to sculpt the final language of the FY 1983
National Defense Authorization Bill."
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