Fortenberry v. CR Bard, Inc.

830 So. 2d 1025, 2001 La.App. 4 Cir. 2195, 2002 La. App. LEXIS 3211, 2002 WL 31375538
CourtLouisiana Court of Appeal
DecidedOctober 16, 2002
Docket2001-CA-2195
StatusPublished
Cited by3 cases

This text of 830 So. 2d 1025 (Fortenberry v. CR Bard, Inc.) 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
Fortenberry v. CR Bard, Inc., 830 So. 2d 1025, 2001 La.App. 4 Cir. 2195, 2002 La. App. LEXIS 3211, 2002 WL 31375538 (La. Ct. App. 2002).

Opinion

830 So.2d 1025 (2002)

James L. FORTENBERRY
v.
C.R. BARD, INC.

No. 2001-CA-2195.

Court of Appeal of Louisiana, Fourth Circuit.

October 16, 2002.

*1027 Randall A. Smith, Andrew L. Kramer, Smith & Fawer, L.L.P., New Orleans, LA, Counsel for Plaintiff/Appellant.

Kenneth B. Krobert, Borrello & Dubuclet, Metairie, LA, Counsel for Defendant/Appellant.

(Court composed of Judge CHARLES R. JONES, Judge DENNIS R. BAGNERIS, SR., and Judge DAVID S. GORBATY).

Judge DENNIS R. BAGNERIS, SR.

In this workers' compensation case, the defendant-appellant, C.R. Bard, Inc. ("Bard"), and claimant, Stephanie Phillips (Ms. Phillips),[1] appeal the judgment of the Office of Workers' Compensation, which held that: (1) Mr. James Fortenberry ("Mr.Fortenberry") was in the course and scope of his employment at the time of his death; (2) his family was entitled workers' compensation benefits; and (3) Bard was entitled to a credit of $278,364.70 due to claimant's failure to obtain written approval from Bard to settle with General Motors Corporation ("GM"). For the following reasons, we affirm in part and reverse in part.

FACTS AND PROCEDURAL HISTORY

On September 24, 1999, at approximately 7:20 p.m., Mr. Fortenberry died when his car struck a guardrail and caught fire while he drove westbound on 1-10. At the time of the accident, Mr. Fortenberry worked out of his home office as a National Accounts Manager for Bard. In connection with Mr. Fortenberry's employment, Bard issued a 1999 Buick Regal automobile to Mr. Fortenberry for his personal and professional use.

On the morning of the accident, Mr. Fortenberry attended a regularly scheduled doctor's appointment. He then went to his office in his family home, which was located at 389 Broadway in New Orleans. Mr. Fortenberry was able to use the office in his home, although the rest of the home was unoccupied because it was being renovated. His family was living temporarily in an apartment in River Ridge. At approximately 4:15 p.m., Mr. Fortenberry left the Broadway residence and drove to Rae-Ben International, a hair and nail salon located in the Bucktown area of Jefferson Parish, where he had a haircut, manicure, and pedicure.

Mr. Fortenberry's accident occurred as he was on his way home from Rae-Ben International. No one is sure why Mr. Fortenberry remained on 1-10 well after *1028 passing exists that he could have taken for River Ridge. His office materials showed no meetings on that day other than the doctor's appointment in the morning.

On November 12, 1999, Ms. Phillips filed a federal lawsuit against GM that alleged a defect in the Buick leased by Bard for Mr. Fortenberry. The trial against GM began on September 25, 2000. On that same date, Ms. Phillips filed a workers' compensation claim against Bard. On September 29, 2000, the jury returned a verdict against GM, and in favor of Ms. Phillips, in the amount of $800,000.00. On October 3, 2000, Bard was informed of the jury verdict against GM. On October 24, 2000, the federal court entered a 60-day Order of Dismissal retaining jurisdiction to enforce a settlement between Ms. Phillips and GM. On November 8, 2000, GM paid its settlement proceeds to Ms. Phillips.

The workers' compensation case was tried on June 7, 2001, and the hearing officer rendered a judgment on July 12, 2001. The hearing officer held the following:

1. James Fortenberry was within the course and scope of employment with C.R. Bard, Inc. when he died on September 24, 1999; and

2. At the time of his death, James Fortenberry earned an annual salary of $150,000.00 (One Hundred and Fifty Thousand Dollars) from defendant; and

3. Defendant was not arbitrary and capricious for failing to timely pay this claim; and

4. Claimant, Stephanie Ann Phillips and the two minor dependent children Phoebie (8/8/96) and Avery (11/20/97) are entitled to the workers' compensation burial benefits in La. R.S. 23:1210 (maximum $5,000.00) and the death benefits in La. R.S. 23:1232(3); and

5. Claimant failed to get defendant's written approval of the settlement of the federal third party against General Motors, # 99-03423, USCD, Eastern District of Louisiana. The death benefits under La. R.S. 23:1232 are subject to the statutory cap. (Citations omitted). The maximum weekly workers' compensation rate for the accident is $384.00 (Three Hundred & Eighty Four Dollars); and

6. For claimant's failure to obtain written approval of the federal third party action against General Motors, [d]efendant is entitled to a dollar for dollar credit, subject to a maximum credit of 50% (Fifty percent) under La. R.S. 23:1102B, which credit totals $278,365.70 (Two Hundred Seventy Eight Thousand Three Hundred Sixty Four Dollars and Seventy Cents); and

7. Since defendant has not paid any workers' compensation indemnity benefits, no repayment to defendant is required only the credit due to defendant for its future obligations under workers' compensation.

On appeal, Bard contends that the hearing officer erred in finding that Mr. Fortenberry was acting in the course and scope of his employment at the time of his death and that the hearing officer was premature in limiting defendant's credit for the third-party settlement. Ms. Phillips appealed, arguing that the hearing officer erred in finding that: (1) claimant was required to obtain written approval from Bard for the third-party settlement; and (2) Bard was entitled to a credit up to a maximum of fifty percent (50%) of the settlement. Ms. Phillips further argues that the hearing officer erred when she failed to assess penalties against Bard, *1029 which refused to pay benefits following Mr. Fortenberry's death.

DISCUSSION

Issue One: Was Mr. Fortenberry within the course and scope of his employment at the time of the accident?

The issue of whether Mr. Fortenberry's injury occurred within the course and scope of his employment is a factual determination. Factual findings of a hearing officer may not be disturbed by an appellate court unless the factual findings are manifestly erroneous or clearly wrong. Hulbert v. Boh Bros., 99-1187, p. 4 (La.App. 4 Cir. 1/5/00), 751 So.2d 994, 997. In order for an appellate court to set aside a hearing officer's factual finding, the appellate court must conclude from the record, viewed in its entirety, that a reasonable factual basis did not exist for the hearing officers finding and that this finding is clearly wrong. Id. Thus, even though an appellate court may feel that its own evaluations and inferences are more reasonable than the factfinder's, reasonable evaluations of credibility and reasonable inferences of fact should not be disturbed upon review where conflict exists in the testimony. Id.

According to the Louisiana's Workers' Compensation Act, "If any employee... receives personal injury by accident arising out of and in the course of his employment, his employer shall pay compensation... to the person or persons hereinafter designated." La. R.S. 23:1031(A). The terms "in the course of "and "arising out of employment constitute a dual requirement. May v. Sisters of Charity of the Incarnate Word, 26,490, p. 3-4 (La.App. 2 Cir. 3/1/95), 651 So.2d 375, 378, writ denied, 95-0804 (La.5/5/95), 654 So.2d 329. The requirements are not viewed as separate and unrelated concepts; rather, there is a mutual interdependence of concepts in determining the relationship of the injury to the employment. Id.

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Cite This Page — Counsel Stack

Bluebook (online)
830 So. 2d 1025, 2001 La.App. 4 Cir. 2195, 2002 La. App. LEXIS 3211, 2002 WL 31375538, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fortenberry-v-cr-bard-inc-lactapp-2002.