Fitzgerald v. BTR Sealing Systems North America-Tennessee Operations

205 S.W.3d 400, 2006 Tenn. LEXIS 899, 2006 WL 2918727
CourtTennessee Supreme Court
DecidedOctober 12, 2006
DocketE2005-2648-SC-R3-CV
StatusPublished
Cited by6 cases

This text of 205 S.W.3d 400 (Fitzgerald v. BTR Sealing Systems North America-Tennessee Operations) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fitzgerald v. BTR Sealing Systems North America-Tennessee Operations, 205 S.W.3d 400, 2006 Tenn. LEXIS 899, 2006 WL 2918727 (Tenn. 2006).

Opinion

OPINION

WILLIAM M. BARKER, C.J.,

delivered the opinion of the court,

in which JANICE M. HOLDER, CORNELIA A. CLARK, and GARY R. WADE, JJ„ and E. RILEY ANDERSON, Sp.J., joined.

This workers’ compensation action arose out of an employee’s motion to compel medical treatment. The employee had settled a workers’ compensation claim with his employer involving a work-related injury sustained in 1997. This settlement provided that the employer was responsible for future medical treatment. The employer refused to pay for recommended shoulder joint replacement surgery, arguing that the need for the surgery was not causally related to the initial injury. The trial court found that the need for the surgery was related to the initial injury and ordered the employer to provide for that treatment. The employer appealed, arguing that the trial court improperly shifted the burden of proof to the employer and that the evidence did not support the finding that the need for surgery was causally related to the initial injury. We accepted review before the case was heard or considered by the Special Workers’ Compensation Appeals Panel. We hold that the trial court did not shift the burden of proof to the employer and that the evidence does not preponderate against the trial court’s finding of causation. Accordingly, we affirm the judgment of the trial court.

Factual Background

The plaintiff, Donald Fitzgerald (“Fitzgerald”), began working for the defendant, BTR Sealing Systems North America— Tennessee Operations (“BTR”), in 1989. On or about May 15, 1997, while working as a saw operator for BTR, Fitzgerald suffered an injury to his right shoulder. He notified his employer, who sent him to *402 see Dr. William M. Hovis (“Dr. Hovis”), an orthopedic surgeon.

Fitzgerald told Dr. Hovis that he had been experiencing right shoulder pain for approximately five years and had previously been treated conservatively for the pain. He did not describe any specific injury. Dr. Hovis diagnosed degenerative arthritis of the right shoulder, tendinitis of the rota-tor cuff, impingement syndrome, and mild degenerative arthritis of the cervical spine. Dr. Hovis also noticed the presence of a loose body in the right shoulder joint.

After first treating Fitzgerald conservatively, Dr. Hovis performed arthroscopic surgery on Fitzgerald’s right shoulder on August 19, 1997. Dr. Hovis explained that the arthroscopic surgery could not cure the arthritis and that his treatment options for the arthritis, beyond conservative therapy, would involve either a shoulder fusion or an artificial shoulder joint.

Fitzgerald’s shoulder improved following the surgery, and he was released to return to work on January 20, 1998. Dr. Hovis assigned a permanent medical impairment rating of ten percent to the shoulder. Fitzgerald settled his claim for workers’ compensation benefits with BTR for eight percent permanent disability to the body as a whole, with future medical benefits left open. This settlement agreement was approved by the Chancery Court for Blount County by order dated December 8, 1998.

Fitzgerald continued to work for BTR until BTR closed its plant in 1999. In 2001, Fitzgerald went to work at Blount County Memorial Hospital where his duties included transporting patients and stocking supplies. In 2003, he changed positions at the hospital to work in the maintenance department as a painter.

Fitzgerald continued to see Dr. Hovis periodically for evaluation and treatment at BTR’s expense. In January 2002, Dr. Hovis examined Fitzgerald and found “severe arthritic change [to the] right shoulder.” Dr. Hovis told Fitzgerald that, because the arthritis medications were not helping him, he only had two other treatment options: a shoulder fusion or an artificial shoulder joint. In November 2003, Fitzgerald stated that his pain was becoming more severe and that he was having trouble sleeping at night. Examination and x-rays revealed “advanced degenerative arthritis of the shoulder.” Dr. Hovis and Fitzgerald discussed scheduling a total joint replacement.

In April 2004, Fitzgerald requested that Dr. Hovis proceed with the joint replacement. Dr. Hovis noted in his treatment records that “[u]pon questioning, this gentleman denies any new injury. He relates that he has had pain and difficulty with his shoulder ongoing since the time of his original treatment by me and original ar-throscopy on 8/18/97.”

When BTR refused to approve the joint replacement surgery, Fitzgerald filed a motion to compel medical treatment. The only evidence submitted to the trial court was the deposition testimony of Fitzgerald and the deposition testimony of Dr. Hovis, accompanied by the relevant medical records.

Dr. Hovis explained in his deposition that “[t]he need for the surgery is based on the fact that [Fitzgerald] has and is developing and is progressing with arthritic change in his shoulder.” On the issue of causation, he stated:

As far as causation, as I stated initially, the cause of arthritis is not always known. If there is a definite distinct significant injury in a previously normal individual or normal joint and then that joint becomes progressively arthritic following that, then I think we can state with certainty that it’s a post-traumatic arthritis.
*403 He did relate that his work at BTR was repetitive, heavy and involved repetitive use of his arms. So in that situation it is possible that that [sic], depending on how heavy that was, that that [sic] was at least a contributing factor. Whether it was the sole causative factor or whether he was genetically predisposed with osteoarthritis of his shoulders I cannot state with certainty.
I can state that he had a problem when he was working there and it has gradually worsened. He was aware of it. His work as a transporter, orderly, surgery tech or whatever, a painter at the other hospital, may be a contributor, but it’s not the cause of his problem.

Upon additional questioning, Dr. Hovis reiterated that the surgery was reasonable and necessary, that Fitzgerald had suffered no specific trauma following the initial surgery in 1997, and that his current condition is related to the original condition for which he was treated in 1997. Dr. Hovis also stated that “[t]o the extent that he did heavy, repetitive, intense activities with his arms following his employment at BTR, that would more likely than not contribute to the progression of his problem.” When asked if it was “reasonable to attribute his current shoulder problems to the degenerative arthritis, osteoarthritis in his shoulder that was aggravated by his original work related activities at BTR,” Dr. Hovis responded that “[a]ssuming his history to be true and honest and no other contributing factors, that’s a correct statement.”

The Chancery Court for Blount County entered an order on October 25, 2005, requiring BTR to provide Fitzgerald with the recommended medical treatment. BTR appeals from that order, arguing that the trial court improperly shifted the burden of proof to BTR to show a new injury and that the evidence preponderates against the trial court’s finding that the need for the surgery was related to Fitzgerald’s 1997 injury.

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Cite This Page — Counsel Stack

Bluebook (online)
205 S.W.3d 400, 2006 Tenn. LEXIS 899, 2006 WL 2918727, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fitzgerald-v-btr-sealing-systems-north-america-tennessee-operations-tenn-2006.