STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
11-1144
ADRIENNE STELLY
VERSUS
ZURICH AMERICAN INS. CO., ET AL.
**********
APPEAL FROM THE FIFTEENTH JUDICIAL DISTRICT COURT PARISH OF LAFAYETTE, NO. C-2009-5761 HONORABLE DURWOOD WAYNE CONQUE, DISTRICT JUDGE
ULYSSES GENE THIBODEAUX CHIEF JUDGE
Court composed of Ulysses Gene Thibodeaux, Chief Judge, John D. Saunders, and J. David Painter, Judges.
AFFIRMED AS AMENDED IN PART.
Carl William Robicheaux StellySkylar J. Comeaux Pinhook Tower – Suite 603 2014 West Pinhook Road Lafayette, LA 70508 Telephone: (337) 235-7888 COUNSEL FOR: Defendants/Appellees - Zurich American Ins. Co., D.S. Waters of America, Inc., and John F. Olinger
J. Clemille Simon P. O. Box 52242 Lafayette, LA 70505 Telephone: (337) 232-2000 COUNSEL FOR: Plaintiff/Appellant – Adrienne Stelly THIBODEAUX, Chief Judge.
The plaintiff, Adrienne Stelly, appeals from a judgment awarding her
damages for injuries sustained in a vehicle collision with a commercial truck driver
insured by the defendant, Zurich American Insurance Company (Zurich).
Following a bench trial, Ms. Stelly was awarded $20,000.00 in general damages
and $6,458.00 in special damages. Finding the general damage award abusively
low, we increase it to $43,000.00, bringing the total award to $49,458.00. We
affirm the denial of damages for future chiropractic care.
I. ISSUES
We must decide:
(1) whether the trial court abused its discretion in awarding general damages; and,
(2) whether the trial court abused its discretion in failing to award an element of damages for future medical care.
II.
FACTS AND PROCEDURAL HISTORY
On September 23, 2008, Ms. Stelly’s Nissan Altima was rear-ended
by a Kentwood Water delivery truck driven by John Ollinger and insured by
Zurich. The force of the impact pushed Ms. Stelly’s Altima, which was stopped in
traffic, into the back of the sports utility vehicle stopped in front of her. Ms. Stelly
sustained injuries to her lower neck and low back. Her vehicle could not be driven
from the scene.
On the day after the accident, Ms. Stelly was seen by her regular
chiropractor, Dr. William Higginbotham, who treated her for the subject accident
from September 24, 2008 through January 20, 2011, a total of two years and four months. He also treated her for six months for a minor accident which occurred
just twelve days before the subject accident. Dr. Higginbotham kept different
charts on the two accidents, and he kept a third chart on pre-accident aches and
pains that he had treated since 2002. For clarity, we will refer to the subject
accident as the “Kentwood” accident and to the other accident as the “first”
accident. Dr. Higginbotham distinguished all three conditions from each other and
was the only person to provide medical testimony. Zurich did not seek an
examination of Ms. Stelly by a medical doctor or specialist of its choice.
The trial judge awarded Ms. Stelly all of her medical expenses for Dr.
Higginbotham’s charges for the Kentwood accident, a total of $6,458.00, for
treatments spanning twenty-eight months. He awarded her $20,000.00 in general
damages, finding that she suffered only aggravations of pre-existing conditions for
seven months. Ms. Stelly appeals the amount of damages awarded, arguing that
the trial court erred in not awarding future medical expenses and in awarding
abusively low general damages.
III.
STANDARD OF REVIEW
An appellate court may not set aside a trial court’s findings of fact in
absence of manifest error or unless it is clearly wrong. Stobart v. State, Through
DOTD, 617 So.2d 880 (La.1993); Rosell v. ESCO, 549 So.2d 840 (La.1989). A
two tiered test must be applied in order to reverse the findings of the trial court:
a. the appellate court must find from the record that a reasonable factual basis does not exist for the finding of the trial court, and
b. the appellate court must further determine that the record establishes that the finding is clearly wrong (manifestly erroneous).
Mart v. Hill, 505 So.2d 1120 (La.1987).
2 IV.
LAW AND DISCUSSION
General Damages
Ms. Stelly contends that the trial court’s award of $20,000.00 in
general damages was abusively low. We agree. The Louisiana Supreme Court
articulated the standard of review for general damage awards in Duncan v. Kansas
City Southern Railway Co., 00-66, (La. 10/30/00), 773 So.2d 670, cert. denied, 532
U.S. 992, 121 S.Ct. 1651 (2001), as follows:
General damages are those which may not be fixed with pecuniary exactitude; instead, they “involve mental or physical pain or suffering, inconvenience, the loss of intellectual gratification or physical enjoyment, or other losses of life or life-style which cannot be definitely measured in monetary terms.” Keeth v. Dept. of Pub. Safety & Transp., 618 So.2d 1154, 1160 (La.App. 2 Cir. 1993). Vast discretion is accorded the trier of fact in fixing general damage awards. La. Civ.Code art. 2324.1; Hollenbeck v. Oceaneering Int., Inc., 96-0377, p. 13 (La.App. 1 Cir. 11/8/96); 685 So.2d 163, 172. This vast discretion is such that an appellate court should rarely disturb an award of general damages. Youn v. Maritime Overseas Corp., 623 So.2d 1257, 1261 (La.1993), cert. denied, 510 U.S. 1114, 114 S.Ct. 1059, 127 L.Ed.2d 379 (1994). Thus, the role of the appellate court in reviewing general damage awards is not to decide what it considers to be an appropriate award, but rather to review the exercise of discretion by the trier of fact. Youn, 623 So.2d at 1260. As we explained in Youn:
Reasonable persons frequently disagree about the measure of general damages in a particular case. It is only when the award is, in either direction, beyond that which a reasonable trier of fact could assess for the effects of the particular injury to the particular plaintiff under the particular circumstances that the appellate court should increase or decrease the award.
Id. at 1261.
The initial inquiry, in reviewing an award of general damages, is whether the trier of fact abused its discretion in assessing the amount of damages. Cone v. National Emergency Serv. Inc., 99-0934 (La.10/29/99),
3 747 So.2d 1085, 1089; Reck v. Stevens, 373 So.2d 498 (La.1979). Only after a determination that the trier of fact has abused its “much discretion” is a resort to prior awards appropriate and then only for the purpose of determining the highest or lowest point which is reasonably within that discretion. Coco v. Winston Indus., Inc., 341 So.2d 332 (La. 1976).
Duncan, 773 So.2d at 682-83.
Here, the trial court based its general damage award on an April 21,
2009 release date from Dr. Higginbotham for the Kentwood accident that occurred
on September 23, 2008. This would constitute seven months of treatment for the
Kentwood accident. However, Ms. Stelly’s medical records reveal that Dr.
Higginbotham did not release her on April 21, 2009. In fact, on that date he
recorded low back and hip pain and spasm with exercise. Dr. Higginbotham did
not record “see as needed” until Ms. Stelly’s visit dated November 16, 2010.
His records further indicate that Dr. Higginbotham continued to see
Ms. Stelly for problems that he attributed to the Kentwood accident through
January 20, 2011. This constitutes twenty-eight months of treatment for the
subject accident. The trial court awarded Ms.
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STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
11-1144
ADRIENNE STELLY
VERSUS
ZURICH AMERICAN INS. CO., ET AL.
**********
APPEAL FROM THE FIFTEENTH JUDICIAL DISTRICT COURT PARISH OF LAFAYETTE, NO. C-2009-5761 HONORABLE DURWOOD WAYNE CONQUE, DISTRICT JUDGE
ULYSSES GENE THIBODEAUX CHIEF JUDGE
Court composed of Ulysses Gene Thibodeaux, Chief Judge, John D. Saunders, and J. David Painter, Judges.
AFFIRMED AS AMENDED IN PART.
Carl William Robicheaux StellySkylar J. Comeaux Pinhook Tower – Suite 603 2014 West Pinhook Road Lafayette, LA 70508 Telephone: (337) 235-7888 COUNSEL FOR: Defendants/Appellees - Zurich American Ins. Co., D.S. Waters of America, Inc., and John F. Olinger
J. Clemille Simon P. O. Box 52242 Lafayette, LA 70505 Telephone: (337) 232-2000 COUNSEL FOR: Plaintiff/Appellant – Adrienne Stelly THIBODEAUX, Chief Judge.
The plaintiff, Adrienne Stelly, appeals from a judgment awarding her
damages for injuries sustained in a vehicle collision with a commercial truck driver
insured by the defendant, Zurich American Insurance Company (Zurich).
Following a bench trial, Ms. Stelly was awarded $20,000.00 in general damages
and $6,458.00 in special damages. Finding the general damage award abusively
low, we increase it to $43,000.00, bringing the total award to $49,458.00. We
affirm the denial of damages for future chiropractic care.
I. ISSUES
We must decide:
(1) whether the trial court abused its discretion in awarding general damages; and,
(2) whether the trial court abused its discretion in failing to award an element of damages for future medical care.
II.
FACTS AND PROCEDURAL HISTORY
On September 23, 2008, Ms. Stelly’s Nissan Altima was rear-ended
by a Kentwood Water delivery truck driven by John Ollinger and insured by
Zurich. The force of the impact pushed Ms. Stelly’s Altima, which was stopped in
traffic, into the back of the sports utility vehicle stopped in front of her. Ms. Stelly
sustained injuries to her lower neck and low back. Her vehicle could not be driven
from the scene.
On the day after the accident, Ms. Stelly was seen by her regular
chiropractor, Dr. William Higginbotham, who treated her for the subject accident
from September 24, 2008 through January 20, 2011, a total of two years and four months. He also treated her for six months for a minor accident which occurred
just twelve days before the subject accident. Dr. Higginbotham kept different
charts on the two accidents, and he kept a third chart on pre-accident aches and
pains that he had treated since 2002. For clarity, we will refer to the subject
accident as the “Kentwood” accident and to the other accident as the “first”
accident. Dr. Higginbotham distinguished all three conditions from each other and
was the only person to provide medical testimony. Zurich did not seek an
examination of Ms. Stelly by a medical doctor or specialist of its choice.
The trial judge awarded Ms. Stelly all of her medical expenses for Dr.
Higginbotham’s charges for the Kentwood accident, a total of $6,458.00, for
treatments spanning twenty-eight months. He awarded her $20,000.00 in general
damages, finding that she suffered only aggravations of pre-existing conditions for
seven months. Ms. Stelly appeals the amount of damages awarded, arguing that
the trial court erred in not awarding future medical expenses and in awarding
abusively low general damages.
III.
STANDARD OF REVIEW
An appellate court may not set aside a trial court’s findings of fact in
absence of manifest error or unless it is clearly wrong. Stobart v. State, Through
DOTD, 617 So.2d 880 (La.1993); Rosell v. ESCO, 549 So.2d 840 (La.1989). A
two tiered test must be applied in order to reverse the findings of the trial court:
a. the appellate court must find from the record that a reasonable factual basis does not exist for the finding of the trial court, and
b. the appellate court must further determine that the record establishes that the finding is clearly wrong (manifestly erroneous).
Mart v. Hill, 505 So.2d 1120 (La.1987).
2 IV.
LAW AND DISCUSSION
General Damages
Ms. Stelly contends that the trial court’s award of $20,000.00 in
general damages was abusively low. We agree. The Louisiana Supreme Court
articulated the standard of review for general damage awards in Duncan v. Kansas
City Southern Railway Co., 00-66, (La. 10/30/00), 773 So.2d 670, cert. denied, 532
U.S. 992, 121 S.Ct. 1651 (2001), as follows:
General damages are those which may not be fixed with pecuniary exactitude; instead, they “involve mental or physical pain or suffering, inconvenience, the loss of intellectual gratification or physical enjoyment, or other losses of life or life-style which cannot be definitely measured in monetary terms.” Keeth v. Dept. of Pub. Safety & Transp., 618 So.2d 1154, 1160 (La.App. 2 Cir. 1993). Vast discretion is accorded the trier of fact in fixing general damage awards. La. Civ.Code art. 2324.1; Hollenbeck v. Oceaneering Int., Inc., 96-0377, p. 13 (La.App. 1 Cir. 11/8/96); 685 So.2d 163, 172. This vast discretion is such that an appellate court should rarely disturb an award of general damages. Youn v. Maritime Overseas Corp., 623 So.2d 1257, 1261 (La.1993), cert. denied, 510 U.S. 1114, 114 S.Ct. 1059, 127 L.Ed.2d 379 (1994). Thus, the role of the appellate court in reviewing general damage awards is not to decide what it considers to be an appropriate award, but rather to review the exercise of discretion by the trier of fact. Youn, 623 So.2d at 1260. As we explained in Youn:
Reasonable persons frequently disagree about the measure of general damages in a particular case. It is only when the award is, in either direction, beyond that which a reasonable trier of fact could assess for the effects of the particular injury to the particular plaintiff under the particular circumstances that the appellate court should increase or decrease the award.
Id. at 1261.
The initial inquiry, in reviewing an award of general damages, is whether the trier of fact abused its discretion in assessing the amount of damages. Cone v. National Emergency Serv. Inc., 99-0934 (La.10/29/99),
3 747 So.2d 1085, 1089; Reck v. Stevens, 373 So.2d 498 (La.1979). Only after a determination that the trier of fact has abused its “much discretion” is a resort to prior awards appropriate and then only for the purpose of determining the highest or lowest point which is reasonably within that discretion. Coco v. Winston Indus., Inc., 341 So.2d 332 (La. 1976).
Duncan, 773 So.2d at 682-83.
Here, the trial court based its general damage award on an April 21,
2009 release date from Dr. Higginbotham for the Kentwood accident that occurred
on September 23, 2008. This would constitute seven months of treatment for the
Kentwood accident. However, Ms. Stelly’s medical records reveal that Dr.
Higginbotham did not release her on April 21, 2009. In fact, on that date he
recorded low back and hip pain and spasm with exercise. Dr. Higginbotham did
not record “see as needed” until Ms. Stelly’s visit dated November 16, 2010.
His records further indicate that Dr. Higginbotham continued to see
Ms. Stelly for problems that he attributed to the Kentwood accident through
January 20, 2011. This constitutes twenty-eight months of treatment for the
subject accident. The trial court awarded Ms. Stelly medical specials of $6,458.00
for all twenty-eight months of treatment, which is inconsistent with its general
damage award covering only seven months. For these reasons and the reasons
below, we reject the defendant’s and the trial court’s position that all of Ms.
Stelly’s related injuries were merely short-lived aggravations of pre-existing
conditions. Consequently, we increase Ms. Stelly’s general damage award to
$43,000.00.
Dr. Higginbotham began treating Ms. Stelly in 2002 for TMJ and
general maintenance care of her back, which he characterized as “generalized
lumbalgia” due to overwork or stress or sitting too long. He testified that prior to
the first accident on September 11, 2008, Ms. Stelly had not presented to him with
specific localized pain due to a traumatic event. As a result of the first accident, he
4 diagnosed whiplash syndrome, without any radicular symptoms, and an
aggravation of the pre-existing TMJ. He released Ms. Stelly from care for the first
accident when her upper neck symptoms subsided on February 9, 2009.
On the day following the September 23rd Kentwood accident, Ms.
Stelly complained of major low back pain and burning. Dr. Higginbotham
diagnosed “lumbosacral sprain/strain” which he differentiated from the pre-
accident lumbalgia, stating that lumbosacral sprain/strain is a tearing or pulling of
the muscle, with severe burning or irritation to the ligamentous tissue and muscle,
usually from an impact.
As a result of the Kentwood accident, he also diagnosed “cervico-
brachial syndrome” which involves neurologic symptoms of burning pain radiating
into the upper extremities. Dr. Higginbotham distinguished the cervico-brachial
injury sustained in the Kentwood accident from the whiplash injury in the first
accident, indicating that the whiplash injury affected the upper cervical spine while
the cervico-brachial injury affected the lower cervical spine from level C5 through
the thoracic level, T1.
Dr. Higginbotham testified that the tearing of the supporting muscles
and ligaments of the cervical and lumbar spine created instability issues, spasm,
misalignment, and radiating pain which predisposes Ms. Stelly to re-injury. He
further testified that the scar tissue formed after the tearing of the muscles is less
elastic and also predisposes Ms. Stelly to re-injury. He further opined that the
lumbosacral sprain/strain caused Ms. Stelly lower extremity heel and foot pain
which has caused issues with her normal gait pattern and walking motion. Ms.
Stelly’s last visit for the Kentwood accident, according to Dr. Higginbotham’s
records and testimony, was January 20, 2011.
Accordingly, during the two-and-a-half years following the Kentwood
accident, Ms. Stelly saw Dr. Higginbotham at least thirty (30) times for
5 specifically-related lumbosacral sprain/strain pain and low back treatments, from
September 2008 through September 2010. Some of these visits, and a half-dozen
additional ones, included treatments for the related cervico-brachial injury with
lower cervical and mid-back pain. By November 16, 2010, Dr. Higginbotham
noted only headaches, but he gave Ms. Stelly exercises and told her to “return as
needed.” He specifically testified that she would have exacerbating events that
would be related to the Kentwood accident. Ms. Stelly then developed related pain
in her right foot, as discussed above, and Dr. Higginbotham treated her several
more times for mid-back and foot pain, until January 2011, a total of twenty-eight
months.
Ms. Stelly’s job is selling printers, and she travels 100 to 300 miles
per day. She testified that after the Kentwood accident, her lower back began to
burn when she stood waiting for the police to finish the paperwork on the accident.
After that time, she worked in pain, had trouble lifting things, driving more than an
hour, getting in and out of the car, and seeing clients all day, and she went home
early because of the pain. She also testified that she was unable to perform pre-
accident household duties and leisure activities that required prolonged standing or
sitting, such as cooking, cleaning, washing dishes, mowing the grass, riding her jet
ski, bowling, and walking. Ms. Stelly testified that her daughter and fiancé had to
do many of the tasks she had done, that it was hard on them, and that she and her
fiancé had severed their relationship for several months due to her depression and
irritability. Dr. Higginbotham’s testimony confirmed that Ms. Stelly was limited
by the severe burning pain from her injuries.
Given the nature of Ms. Stelly’s injuries from the Kentwood accident
and the length of time that she was treated, we find that $43,000.00 is the lowest
amount the trial court could have reasonably awarded for general damages. See
Moraus v. Frederick, 05-429 (La.App. 3 Cir. 11/2/05), 916 So.2d 474 (affirmed
6 $43,000.00 award for past pain and suffering for soft tissue injuries to the arm,
shoulder, and neck with seventeen months of conservative treatment); See also
Jacobs v. City of Marksville, 06-1386 (La.App. 3 Cir. 3/7/07), 953 So.2d 139, writ
denied, 07-1093 (La. 9/14/07), 963 So.2d 999 (affirmed $45,000.00 general
damage award for soft tissue injuries to neck, back, and shoulder with thirteen
months of conservative treatment).
Future Chiropractic Care
Ms. Stelly further contends that the trial court disregarded the
uncontradicted medical testimony of Dr. Higginbotham regarding future medical
care and, therefore, erred in failing to award any sum for that element of damages.
She correctly argues that Dr. Higginbotham was of the opinion that Ms. Stelly
would have lifelong problems due to the Kentwood accident and would need once-
a-month chiropractic care for the remainder of her life at $50.00 to $100.00 each.
Ms. Stelly states that her life expectancy at age thirty-six is forty-six more years,
for a total of $41,000.00 in future medical expenses.
When the record establishes that future medical expenses will be necessary and inevitable, the court should not reject an award of future medical expenses on the basis that the record does not provide the exact value of the necessary expenses . . . .
Stiles v. K Mart Corp., 597 So.2d 1012, 1013 (La.1992) (per curiam) (emphasis
added).
Conversely, here, the trial court did not base its denial of future
medical care on the basis that the record lacked the exact value of future expenses.
Instead, the trial court found that Ms. Stelly’s testimony was “inconsistent” and
that neither doctor nor patient was able to produce any evidence of the need for
continued care directly resulting from the September 23rd accident. The court
further noted that Dr. Higginbotham treated Ms. Stelly only with massage,
7 exercise, and spinal adjustments, but no medication for pain or muscle relaxants,
and he chose not to refer her to a medical doctor or specialist. Additionally, the
court noted no claim for lost wages, or for emotional distress requiring medical
treatment; and, it found that Ms. Stelly had returned to her pre-accident status of
seeing her chiropractor for “maintenance” and relief for her pre-existing day-to-day
back problems.
Much discretion is left to the trial court for the reasonable assessment
of whether future medical expenses are necessary and inevitable. See Dugas v.
Derouen, 01-1397 (La.App. 3 Cir. 7/3/02), 824 So.2d 475, writ denied, 02-2131
(La. 11/15/02), 829 So.2d 426 (no abuse of discretion in trial court’s denial of
future medical expenses). Here, while we have found that the trial court was
incorrect in establishing the last related treatment date, the court’s other reasoning
on future chiropractic care is supported by the record, and we will not overturn the
denial of future medical damages.
V.
CONCLUSION
Based upon the foregoing, the general damage award to Ms. Stelly is
increased from $20,000.00 to $43,000.00, and the denial of future medical
expenses is affirmed. The cost of this appeal is assessed to Zurich American
Insurance Company.