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    Contracts Keyed to Jimenez

    Ortelere v. Teachers’ Retirement Board of New York

    Facts

    Mrs. Ortelere was employed as a teacher for a time and participated in the Teachers' Retirement System of the City of New York (the System), directed by the Teachers' Retirement Board of New York (the Board) (defendant). At a certain point, she had chosen a retirement payout that would give a little amount of month to month wage and a save that would be paid to her husband, Mr. Ortelere (plaintiff) upon her passing. Whenever Mrs. Ortelere was 60, she endured a "nervous breakdown" and took a leave of absence. She started treatment with a therapist utilized by the Board of Education. The specialist determined her to have “involutional psychosis, melancholia type” and prescribed sedative and stock treatment. Her psychiatrist never felt she was well enough to return to work. She additionally decayed to the point that her significant other quit his business to take care of her. On February 11, a while after her breakdown, yet just before the lapse of her time away, Mrs. Ortelere executed an application to the Board whereby she chose to change her retirement payout. She changed her payout to give a bigger month to month pay and no savings to be paid out to her husband upon her demise. She additionally borrowed against the record. She had been joyfully married to her significant other for about 38 years. Three days before the February election, Mrs. Ortelere educated the Board she planned to resign and posed inquiries that reflected an understanding of the retirement structure. Two months after the February election, Mrs. Ortelere passed away from a condition unrelated to her mental condition. Her better half and executor of her estate brought suit trying to revoke the February election to have it proclaimed void for the absence of a mental capacity. The trial court held that Mrs. Ortelere was mentally incompetent and, in this way, her February election was invalid and void. The Appellate Division reversed and dismissed Mr. Ortelere's complaint, holding there was inadequate proof of incapacity. Mr. Ortelere appealed to the Court of Appeals of New York.

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    Ortelere v. Teachers’ Retirement Board of New York