Director, State Employees Workers' Compensation Division v. Lara

901 S.W.2d 635, 1995 Tex. App. LEXIS 901, 1995 WL 248571
CourtCourt of Appeals of Texas
DecidedApril 27, 1995
DocketNo. 08-94-00033-CV
StatusPublished

This text of 901 S.W.2d 635 (Director, State Employees Workers' Compensation Division v. Lara) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Director, State Employees Workers' Compensation Division v. Lara, 901 S.W.2d 635, 1995 Tex. App. LEXIS 901, 1995 WL 248571 (Tex. Ct. App. 1995).

Opinion

OPINION

BARAJAS, Chief Justice.

The Director of the State Employees Workers’ Compensation Division of the State of Texas appeals a judgment of the trial court that awards to Appellee the entire sum of her damages as assessed by a jury without an offset for the benefits already paid by Appellant. We modify and, as modified, affirm the judgment of the trial court.

I. SUMMARY OF THE EVIDENCE

Appellee was injured on February 4, 1990, while in the employ of the State. Appellant began paying Appellee weekly workers’ compensation benefits sometime in mid-1990. Appellee later sued for her injuries, and a jury found that she sustained the total and permanent loss of the use of her right leg. The jury further found that her average daily wage was $54, which sum, when multiplied by the applicable benefit period and discounted as prescribed by statute, resulted in a judgment of $44,521.91. The trial court entered judgment on the verdict without crediting Appellant for the payments he already made to Appellee.

II. DISCUSSION

In a single point of error, Appellant claims the trial court erred by entering judgment against him without crediting to him the total value of the weekly benefits already paid to Appellee. We agree.

A workers’ compensation carrier is entitled to an offset for previous payments when such payments are properly pled and proved. Director, State Employees Workers’ Comp. Div. v. Dominguez, 786 S.W.2d 68 (Tex.App. — El Paso 1990, no writ). Credit for payments made is an affirmative defense. Id. at 70.

The parties do not dispute that Appellant properly pled payment. They dispute only whether Appellant successfully proved that he made payments. Evidence that the worker received some weekly payments does not entitle the carrier to an offset. Director, State Employees Workers’ Comp. Div. v. Dominguez, 786 S.W.2d at 70; Old Republic Ins. v. Diaz, 750 S.W.2d 807, 810 (Tex.App. — El Paso 1988, writ denied). To receive an offset, the carrier must go further with the evidence and show the number and amount of weekly payments received. Old Republic Ins. v. Diaz, 750 S.W.2d at 810. When the worker admits he received payments in a lesser amount or for a lesser time period than the insurer alleges or otherwise furnishes the basis for an arithmetical calculation of the credit, the carrier is entitled to a credit for those payments the worker acknowledges receiving or to any credit that may be properly calculated. Nat’l Union Fire Ins. v. Wyar, 821 S.W.2d 291, 294 (Tex.App. — Houston [1st Dist.] 1991, no writ).

A. Testimonial Evidence

Appellee admitted- at trial that she received some benefits. Appellant claims that Appellee admitted receiving $203.79 every Monday since at least August of 1990,1 which [637]*637constitutes the vast majority of the payments for which Appellant seeks an offset. Given the date of her testimony, Appellant reasons, she effectively admitted receiving $28,123.02.2 The transcription of Appellee’s testimony, however, reveals that she admitted only two things: (1) that she was currently receiving weekly payments of $203.79; and (2) that she had received some payments since August of 1990. She did not link one to the other. Appellant made no effort to link the two elements, neither inquiring whether the amount of the payments had been consistent over their duration, nor asking Appellee for the sum total of the payments she received. Because the offset Appellant seeks is an affirmative defense, it was his burden to do so. Appellant established only that Appellee received some benefits and thus failed to carry his burden to show the amount of those benefits. Cf. Nat’l Union Fire Ins. v. Wyar, 821 S.W.2d at 294 (holding admission to payment amount and duration “furnishe[d] the basis for an arithmetical calculation ... [that] conclusively established” the credit). Insofar as Appellant relies on Appellee’s testimony to satisfy this burden, Appellant’s point of error is overruled.

B. Documentary Evidence

Appellant claims documentary evidence submitted during trial and at a hearing on a motion to enter judgment entitled him to credit for an equal or greater sum. At several different stages in the litigation, Appellant introduced documentary and oral testimony that he paid weekly benefits to Appel-lee variously totaling $29,957.12; $30,772.28; $31,179.86; and $31,383.65. Although these amounts differ among each other, they do not conflict with Appellee’s testimony that she received some benefits. Moreover, Appellant explained that the differences in the various amounts were attributable to the passage of time, both before and after the jury’s verdict, during which time Appellant continued weekly payments. Appellee did not dispute this explanation. Thus, the evidence of the size of the credit to which Appellant was entitled conclusively established that Appellee received some benefits and farther suggested the total amount of those benefits. We find this evidence sufficient to satisfy Appellant’s initial burden to show the amount of the credit and thus shift to Appellee the burden to produce contradictory evidence, if any.

The record reflects that Appellee made no effort to contradict Appellant’s documentary evidence and argued only that it was inadmissible. At the hearing on the motion to enter judgment, Appellant presented an untidy array of computer-generated documents and attempted to admit them into evidence using an affidavit from the custodian of the records.3 Appellant claims the [638]*638affidavit made the documents admissible under Texas Rule of Evidence 902(4).4 Initially, we note that Rule 902(4) speaks only to the authenticity of certain documentary evidence. That a document is authentic does not make it admissible, and the rule does not state otherwise. Thus, had the affidavit and accompanying documents been properly self-authenticating, Appellant still would have had to overcome Appellee’s properly lodged hearsay objection. Moreover, the affidavit that Appellant claims was sufficient to authenticate the accompanying documents was wholly inadequate for this purpose. The affidavit does not certify the correctness of the documents, as Rule 902(4) requires, and makes no reference whatsoever to the documents that Appellant claims are authenticated by it. The affidavit is so deficient, in fact, that it leaves in doubt the existence of any relationship between it and the computer printouts, which relationship we were able to discern only by diligent study of record references to the materials and by the consecutive exhibit numbers affixed thereto. Further, the affidavit actually hinders Appellant’s cause because, as Appellee correctly asserted at the hearing, it contains hearsay. The only substantive portion of the affidavit consists of a statement that State records indicate Appellee has received benefits in a certain amount. This is mere testimony, it is hearsay, and it is unredeemed by Appellant’s reliance on Rule 902.5

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Related

Old Republic Insurance Co. v. Diaz
750 S.W.2d 807 (Court of Appeals of Texas, 1988)
National Union Fire Insurance Co. v. Wyar
821 S.W.2d 291 (Court of Appeals of Texas, 1991)
Director, State Employees Workers' Compensation Division v. Dominguez
786 S.W.2d 68 (Court of Appeals of Texas, 1990)
Green v. Morales
834 S.W.2d 47 (Texas Supreme Court, 1992)

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Bluebook (online)
901 S.W.2d 635, 1995 Tex. App. LEXIS 901, 1995 WL 248571, Counsel Stack Legal Research, https://law.counselstack.com/opinion/director-state-employees-workers-compensation-division-v-lara-texapp-1995.