Bowers v. Sun Life Assurance Co. of Canada

768 So. 2d 37, 99 La.App. 3 Cir. 215, 1999 La. App. LEXIS 2066, 1999 WL 452162
CourtLouisiana Court of Appeal
DecidedJune 30, 1999
DocketNo. 99-215
StatusPublished
Cited by1 cases

This text of 768 So. 2d 37 (Bowers v. Sun Life Assurance Co. of Canada) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bowers v. Sun Life Assurance Co. of Canada, 768 So. 2d 37, 99 La.App. 3 Cir. 215, 1999 La. App. LEXIS 2066, 1999 WL 452162 (La. Ct. App. 1999).

Opinions

I, PICKETT, Judge.

The Plaintiff, Jeffery Bowers, appeals a judgment of the trial court finding in favor of the Defendant, Sun Life Assurance Company of Canada, and denying his petition for long term disability. For the following reasons, we reverse and render.

FACTS

The Plaintiff, Jeffrey Bowers, began employment at Louisiana State University (L.S.U.) in Baton Rouge, Louisiana, on January 14, 1980. Mr. Bowers worked at the physical plant during his employment at L.S.U. and performed mostly heavy manual labor. His duties included using an outfront rotary motor, routine maintenance, hauling equipment, moving furniture, picking up trash, and whatever else was | ^assigned. Through his employment at L.S.U., Mr. Bowers enrolled in a long term disability coverage plan. The policy was issued by the Defendant, Sun Life Assurance Company of Canada (Sun Life). The Sun Life policy defines “Disabled or Disability” as the “condition of being either Totally Disabled or Partially Disabled.” The policy defines “Totally Disabled” as follows:

An employee is totally disabled if he is in a continuous state of incapacity due to Illness which:
1. while it continues throughout the Elimination Period and during the following 24 months of incapacity, prevents him from performing all of the material duties of his regular occupation.
2. while it continues thereafter, prevents him from engaging in any occupation for which he is or becomes reasonably qualified by education, training or experience

The policy states that the “Elimination Period begins with your first day of Disability and ends after an uniterrupted [sic] Disability Period of 3 months; or if you are entitled to University sick leave, after you have exhausted your sick leave benefits; whichever is later.”

Mr. Bowers injured his left knee while on weekend duty with the Louisiana Army National Guard (National Guard) on October 20, 1991, while participating in a riot simulation drill. Following the injury, Mr. Bowers was taken to Earl K. Long Hospital where he was diagnosed as having a bruised left knee. Although he was still in pain, Mr. Bowers reported for work at L.S.U. the next day. After working a short time, he informed his supervisor that he was unable to perform his duties because of the injury to his knee. Thereafter, Mr. Bowers sought treatment at the Baton Rouge Medical Center on October 24, 1991, and November 12, 1991. He was advised after the November visit to refrain from “squatting, bending or lifting” and was referred to an orthopaedist. On November 25, 1991, Mr. Bowers was diagnosed as having an Lacute sprain of the knee by Dr. Thad Broussard, an orthopae-dist. On December 3, 1991, Mr. Bowers received a letter from L.S.U. informing him that his employment services were no longer required because of the “disability which prevents the performance of the usual duties and responsibilities of his ... position ...” Subsequent to being fired by L.S.U., Mr. Bowers saw several more physicians regarding his knee. On March 18, 1992, Dr. Richard Hill diagnosed him as having an acute sprain of the knee and referred him to Dr. Gregory Ward, who specialized in rehabilitation medicine. Dr. Ward diagnosed Mr. Bowers as having [39]*39severe bursitis in the knee with possible traumatic arthritis. Thereafter, he was examined by Dr. George Zimmerman at the Byrd Memorial Hospital in Leesville, Louisiana, on October 8, 1992. Dr. Zimmerman noted that there was an increase in soft tissue and bone activity in the left knee which suggested inflammatory changes. Mr. Bowers received a letter dated December 9,1993, from the National Guard in which he received an honorable discharge effective October 22, 1993, due to the condition of his knee. Since his discharge, Mr. Bowers has been under the care of Dr. Marerro, an orthopaedist at the Veterans Affairs Outpatient Clinic. Dr. Marerro has examined Mr. Bowers on numerous occasions and ultimately diagnosed him as suffering from degenerative joint disease of the left knee on June 3, 1998.

Since his employment was terminated by L.S.U., Mr. Bowers has not been able to maintain employment due to his physical condition. He has attempted to pursue employment on several occasions. However, due to his knee, he was unable to perform the job duties required.

On January 28, 1992, Mr. Bowers filed a notice of claim for long term disability benefits. Sun Life denied benefits in a letter dated October 15, 1992. On | ¿August 12, 1997, Mr. Bowers filed a petition for long term disability. The matter was heard on June 30, 1998. On October 19, 1998, the trial court issued written reasons denying Mr. Bowers claim and ruling in favor of Sun Life. The trial court concluded that the medical evidence established that Mr. Bowers was disabled; however, he was not totally disabled within the policy definition. A judgment to this effect was signed on December 7, 1998. Mr. Bowers now appeals the trial court’s judgment and alleges two assignments of error:

1. The trial court erred in finding that the Plaintiff was not totally disabled and [in] denying his claim for benefits.
2. The trial court erred in failing to find the Defendant arbitrary and capricious in its refusal to pay disability benefits.

OPINION

An appellate court must give great weight to the factual findings of the trier of fact. These findings of fact should not be disturbed in the absence of manifest error. Thomas v. First Assur. Life of. America, 606 So.2d 957 (La.App. 3 Cir.), writ denied, 609 So.2d 231 (La.1992). Since the determination of Mr. Bowers’ disability is a finding of fact, we will not disturb the trial court’s conclusion unless we find it is manifestly erroneous or clearly wrong.

In Rodriguez v. American Standard Life & Acc. Ins. Co., 553 So.2d 479, 481 (La.App. 3 Cir.1989), writ denied, 558 So.2d 586 (La.1990), this court considered the jurisprudential interpretation of total disability:

Despite the restrictive language, the jurisprudence has interpreted total disability liberally to permit recovery where the claimant cannot perform the substantial and material part of his occupation in the usual and customary way. Laborde v. Employers Life Ins. Co., 412 So.2d 1301 (La.1982); Johnson v. State Farm Mut. Auto. Ins. Co., 342 So.2d 664 (La.1977). That the insured may engage in some other occupation | ¡¡does not disqualify him insofar as concerns policies of this character. Foret v. Aetna Life & Cas. Co., 337 So.2d 676 (La.App. 3rd Cir.1976).

In the instant case, the Sun Life policy contains a two-prong test for total disability. In order to qualify as totally disabled during the first twenty-four months following incapacity, Mr. Bowers must prove that he was prevented “from performing all of the material duties of his regular occupation.”

Mr. Bowers’ employment was terminated by L.S.U. less than two months following his injury. The reason for his termination was that his disability prevented [40]*40him from completing his usual job duties and responsibilities and he had exhausted all of his sick leave. L.S.U. did offer to allow Mr. Bowers to keep his job if he obtained a physician’s release to return to full duty by December 17, 1991, the effective date of his termination. Mr. Bowers was unable to supply a doctor’s release and was terminated. In fact, Mr.

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768 So. 2d 37, 99 La.App. 3 Cir. 215, 1999 La. App. LEXIS 2066, 1999 WL 452162, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowers-v-sun-life-assurance-co-of-canada-lactapp-1999.