STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
05-550
GERARD SIMON AND MONICA SIMON
VERSUS
FRANCOIS LACOSTE, ET AL.
**********
APPEAL FROM THE FIFTEENTH JUDICIAL DISTRICT COURT PARISH OF LAFAYETTE, NO. 20015906 HONORABLE MARILYN CARR CASTLE, DISTRICT JUDGE
MARC T. AMY JUDGE
Court composed of Jimmie C. Peters, Marc T. Amy, and Elizabeth A. Pickett, Judges.
AFFIRMED AS AMENDED.
John W. Penny, Jr. Post Office Box 2187 Lafayette, LA 70502 (337) 231-1955 COUNSEL FOR DEFENDANTS/APPELLEES: Allstate Insurance Company Francois Lacoste Abdon Callais Offshore, LLC
Carl J. Castille Post Office Box 92404 Lafayette, LA 70509-2404 (337) 896-9656 COUNSEL FOR PLAINTIFFS/APPELLANTS: Gerard Simon Monica Simon AMY, Judge.
The plaintiffs filed suit, seeking damages for injuries resulting from an
automobile accident. After the defendants’ liability for the accident was established,
the issue of damages proceeded to trial. A jury awarded only a portion of the medical
expenses claimed and damages for past, present, and future mental anguish, pain and
suffering. The jury did not award any damages for the separate claim for loss of
enjoyment of life or for the loss of consortium claim. The plaintiffs appeal. For the
following reasons, we affirm as amended.
Factual and Procedural Background
Gerard Simon alleges injuries as a result of a July 2, 2001 automobile accident.
He contends that he was traveling on Interstate 10 when his Jeep Cherokee was struck
by the Ford F-150 truck operated by Francois Lacoste, an employee of Abdon Callais
Offshore. Mr. Simon contends that the accident occurred after Mr. Lacoste fell asleep
at the wheel.
Mr. Simon did not feel that he was injured on the day of the accident. He
explained, however, that he telephoned his family physician a few days later, after he
began to experience pain. He described the pain as lower pelvic pain, back pain, neck
pain, and left arm numbness. Mr. Simon stated that, after the medication prescribed
by the physician was unsuccessful, he began treatment with a chiropractor, Dr.
Tiffany Pratt. He explained that he saw Dr. Pratt for approximately a month before
relocating to Houston, Texas.
After his move to Houston, Mr. Simon began treating with another
chiropractor, Dr. Herbert Shapiro. After a period of time, Mr. Simon was referred to
Dr. Jeffrey Jackson, a neurologist. Dr. Jackson first examined Mr. Simon in October
2001 and ultimately diagnosed thoracic outlet syndrome. Dr. Jackson prescribed physical therapy. By April 2002, Dr. Jackson reported that Mr. Simon was slowly
making progress. Mr. Simon saw Dr. Jackson for two final visits in May 2003 and
June 2004.
Mr. Simon and his wife, Monica Simon, filed suit in November 2001, naming
Mr. Lacoste, Abdon Callas Offshore, LLC, and Allstate Insurance Company as
defendants. The defendants’ liability for the accident was eventually established by
summary judgment. The plaintiffs’ claim for damages proceeded to trial, with a jury
finding that Mr. Simon sustained injuries as a result of accident. The jury awarded
$10,000.00 for past medical expenses and $5,000.00 for “past, present and future
mental anguish, pain and suffering[.]” The jury made no award for the separate claim
for loss of enjoyment of life.1 The jury denied Mrs. Simon’s claim for loss of
consortium. The plaintiffs subsequently filed a motion for judgment notwithstanding
the verdict and/or, alternatively, new trial. The trial court denied this motion.
The plaintiffs appeal, seeking an increase in the awards for past medical
expenses and general damages. The plaintiffs also contend that the jury erred in
failing to award damages for loss of consortium and in affording more weight to the
defendants’ choice of physician than to Mr. Simon’s treating physician. Finally, the
plaintiffs contend that the above-asserted errors reveal that the trial court should have
granted their motion for judgment notwithstanding the verdict and/or new trial.
Discussion
Medical Expenses
Mr. Simon sought approximately $30,000.00 in past medical expenses. In
addition to the treatment by Mr. Simon’s treating neurologist, Dr. Jackson, the
1 The jury also awarded $1,112.00 dollars on the plaintiff’s claim for property damage, an issue not contested on appeal.
2 medical bills introduced into evidence indicate chiropractic care, physical therapy,
and massage therapy. The defendants argued that Mr. Simon suffered only from a
soft tissue injury that had primarily resolved by 2002. Thus, the defendants argued
that fees incurred after this point should not be awarded and that much of the
chiropractic care and massage therapy should also not be awarded. The jury awarded
$10,000.00 in past medical expenses. Mr. Simon contends that this award was
abusively low and seeks an increase to the amount claimed.
As explained in Este’ v. State Farm Insurance Co., 96-99 (La.App. 3 Cir.
7/10/96), 676 So.2d 850, a plaintiff may recover past medical expenses incurred due
to injury. However, the plaintiff bears the burden of proving “that, more probable
than not, the medical treatment was necessitated by trauma suffered in the accident.”
Id. at 857. Furthermore, when a plaintiff alleges that medical expenses were incurred
“and that allegation is supported by a bill, unless there is sufficient contradictory
evidence or reasonable suspicion that the bill is unrelated to the accident, it is
sufficient to support the inclusion of that item in the judgment.” Id. A factfinder errs
if it fails to award the full amount of medical expenses incurred as a result of the
accident and proven by a preponderance of the evidence. Revel v. Snow, 95-462
(La.App. 3 Cir. 11/2/95), 664 So.2d 655, writ denied, 95-2820 (La. 2/2/96), 666
So.2d 1084. This rule is applicable unless the claimed expenses were incurred in bad
faith. Id. See also Koehn v. Rhodes, 38,941 (La.App. 2 Cir. 9/24/04), 882 So.2d 757;
Alexander v. Ford, 03-887 (La.App. 5 Cir. 1/27/04), 866 So.2d 890; Spangler v. Wal-
Mart Stores, Inc., 95-2044 (La.App. 1 Cir. 5/10/96), 673 So.2d 676, writs denied, 96-
1407, 96-1450 (La. 9/27/96), 679 So.2d 1353.
3 Our review of the record indicates that the jury erred in its award of $10,000.00
in medical expenses. The jury’s award of damages evidences its acceptance that the
accident caused an injury, albeit of a less severe injury than asserted by Mr. Simon.
The jury was free to reject Mr. Simon’s treating physician’s diagnosis of thoracic
outlet syndrome and also to reject the assertion that this condition would be a problem
for the plaintiff in the future. However, even the defendants’ examining physician,
Dr. Stephen Goldware, recognized that Mr. Simon sustained injury. Dr. Goldware,
a neurosurgeon, examined the Mr. Simon in October 2003 and explained that he
suffered from a cervical strain and a mild irritation of the ulnar nerve on the left side.
He denied that Mr. Simon suffered permanent nerve damage.
Although the defendants suggested to the jury that Mr. Simon should have
ceased medical treatment earlier than he did or that massage and chiropractic care
were perhaps excessive, there is no indication that the expenses were incurred in bad
faith.2 We also note that, although the defendants question the expenses associated
with chiropractic care and massage therapy as not having been recommended by a
Free access — add to your briefcase to read the full text and ask questions with AI
STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
05-550
GERARD SIMON AND MONICA SIMON
VERSUS
FRANCOIS LACOSTE, ET AL.
**********
APPEAL FROM THE FIFTEENTH JUDICIAL DISTRICT COURT PARISH OF LAFAYETTE, NO. 20015906 HONORABLE MARILYN CARR CASTLE, DISTRICT JUDGE
MARC T. AMY JUDGE
Court composed of Jimmie C. Peters, Marc T. Amy, and Elizabeth A. Pickett, Judges.
AFFIRMED AS AMENDED.
John W. Penny, Jr. Post Office Box 2187 Lafayette, LA 70502 (337) 231-1955 COUNSEL FOR DEFENDANTS/APPELLEES: Allstate Insurance Company Francois Lacoste Abdon Callais Offshore, LLC
Carl J. Castille Post Office Box 92404 Lafayette, LA 70509-2404 (337) 896-9656 COUNSEL FOR PLAINTIFFS/APPELLANTS: Gerard Simon Monica Simon AMY, Judge.
The plaintiffs filed suit, seeking damages for injuries resulting from an
automobile accident. After the defendants’ liability for the accident was established,
the issue of damages proceeded to trial. A jury awarded only a portion of the medical
expenses claimed and damages for past, present, and future mental anguish, pain and
suffering. The jury did not award any damages for the separate claim for loss of
enjoyment of life or for the loss of consortium claim. The plaintiffs appeal. For the
following reasons, we affirm as amended.
Factual and Procedural Background
Gerard Simon alleges injuries as a result of a July 2, 2001 automobile accident.
He contends that he was traveling on Interstate 10 when his Jeep Cherokee was struck
by the Ford F-150 truck operated by Francois Lacoste, an employee of Abdon Callais
Offshore. Mr. Simon contends that the accident occurred after Mr. Lacoste fell asleep
at the wheel.
Mr. Simon did not feel that he was injured on the day of the accident. He
explained, however, that he telephoned his family physician a few days later, after he
began to experience pain. He described the pain as lower pelvic pain, back pain, neck
pain, and left arm numbness. Mr. Simon stated that, after the medication prescribed
by the physician was unsuccessful, he began treatment with a chiropractor, Dr.
Tiffany Pratt. He explained that he saw Dr. Pratt for approximately a month before
relocating to Houston, Texas.
After his move to Houston, Mr. Simon began treating with another
chiropractor, Dr. Herbert Shapiro. After a period of time, Mr. Simon was referred to
Dr. Jeffrey Jackson, a neurologist. Dr. Jackson first examined Mr. Simon in October
2001 and ultimately diagnosed thoracic outlet syndrome. Dr. Jackson prescribed physical therapy. By April 2002, Dr. Jackson reported that Mr. Simon was slowly
making progress. Mr. Simon saw Dr. Jackson for two final visits in May 2003 and
June 2004.
Mr. Simon and his wife, Monica Simon, filed suit in November 2001, naming
Mr. Lacoste, Abdon Callas Offshore, LLC, and Allstate Insurance Company as
defendants. The defendants’ liability for the accident was eventually established by
summary judgment. The plaintiffs’ claim for damages proceeded to trial, with a jury
finding that Mr. Simon sustained injuries as a result of accident. The jury awarded
$10,000.00 for past medical expenses and $5,000.00 for “past, present and future
mental anguish, pain and suffering[.]” The jury made no award for the separate claim
for loss of enjoyment of life.1 The jury denied Mrs. Simon’s claim for loss of
consortium. The plaintiffs subsequently filed a motion for judgment notwithstanding
the verdict and/or, alternatively, new trial. The trial court denied this motion.
The plaintiffs appeal, seeking an increase in the awards for past medical
expenses and general damages. The plaintiffs also contend that the jury erred in
failing to award damages for loss of consortium and in affording more weight to the
defendants’ choice of physician than to Mr. Simon’s treating physician. Finally, the
plaintiffs contend that the above-asserted errors reveal that the trial court should have
granted their motion for judgment notwithstanding the verdict and/or new trial.
Discussion
Medical Expenses
Mr. Simon sought approximately $30,000.00 in past medical expenses. In
addition to the treatment by Mr. Simon’s treating neurologist, Dr. Jackson, the
1 The jury also awarded $1,112.00 dollars on the plaintiff’s claim for property damage, an issue not contested on appeal.
2 medical bills introduced into evidence indicate chiropractic care, physical therapy,
and massage therapy. The defendants argued that Mr. Simon suffered only from a
soft tissue injury that had primarily resolved by 2002. Thus, the defendants argued
that fees incurred after this point should not be awarded and that much of the
chiropractic care and massage therapy should also not be awarded. The jury awarded
$10,000.00 in past medical expenses. Mr. Simon contends that this award was
abusively low and seeks an increase to the amount claimed.
As explained in Este’ v. State Farm Insurance Co., 96-99 (La.App. 3 Cir.
7/10/96), 676 So.2d 850, a plaintiff may recover past medical expenses incurred due
to injury. However, the plaintiff bears the burden of proving “that, more probable
than not, the medical treatment was necessitated by trauma suffered in the accident.”
Id. at 857. Furthermore, when a plaintiff alleges that medical expenses were incurred
“and that allegation is supported by a bill, unless there is sufficient contradictory
evidence or reasonable suspicion that the bill is unrelated to the accident, it is
sufficient to support the inclusion of that item in the judgment.” Id. A factfinder errs
if it fails to award the full amount of medical expenses incurred as a result of the
accident and proven by a preponderance of the evidence. Revel v. Snow, 95-462
(La.App. 3 Cir. 11/2/95), 664 So.2d 655, writ denied, 95-2820 (La. 2/2/96), 666
So.2d 1084. This rule is applicable unless the claimed expenses were incurred in bad
faith. Id. See also Koehn v. Rhodes, 38,941 (La.App. 2 Cir. 9/24/04), 882 So.2d 757;
Alexander v. Ford, 03-887 (La.App. 5 Cir. 1/27/04), 866 So.2d 890; Spangler v. Wal-
Mart Stores, Inc., 95-2044 (La.App. 1 Cir. 5/10/96), 673 So.2d 676, writs denied, 96-
1407, 96-1450 (La. 9/27/96), 679 So.2d 1353.
3 Our review of the record indicates that the jury erred in its award of $10,000.00
in medical expenses. The jury’s award of damages evidences its acceptance that the
accident caused an injury, albeit of a less severe injury than asserted by Mr. Simon.
The jury was free to reject Mr. Simon’s treating physician’s diagnosis of thoracic
outlet syndrome and also to reject the assertion that this condition would be a problem
for the plaintiff in the future. However, even the defendants’ examining physician,
Dr. Stephen Goldware, recognized that Mr. Simon sustained injury. Dr. Goldware,
a neurosurgeon, examined the Mr. Simon in October 2003 and explained that he
suffered from a cervical strain and a mild irritation of the ulnar nerve on the left side.
He denied that Mr. Simon suffered permanent nerve damage.
Although the defendants suggested to the jury that Mr. Simon should have
ceased medical treatment earlier than he did or that massage and chiropractic care
were perhaps excessive, there is no indication that the expenses were incurred in bad
faith.2 We also note that, although the defendants question the expenses associated
with chiropractic care and massage therapy as not having been recommended by a
physician, correspondence from Dr. Jackson to Mr. Simon’s chiropractor dated
October 8, 2001 reveals Dr. Jackson’s observation that Mr. Simon would be
continuing with both chiropractic care and massage therapy. Mr. Simon also testified
regarding the treatment he received and presented the associated medical
documentation. Finally, there is no “sufficient contradictory evidence or reasonable
2 The defendants assert that Mr. Simon’s injury was resolving by 2002 and that expenses after that point should not be awarded. Although the record indicates that Mr. Simon was improving by that time, he was not released by Dr. Jackson until May 2003. It is significant to note that the expenses incurred after December 2002, comprise only a fraction of the total expenses incurred. A reduction based on this argument does not account for the percentage of expenses awarded by the jury. Further, the defendants’ physician, Dr. Goldware, did not examine Mr. Simon until October 2003. His statements indicate acceptance that Mr. Simon’s condition had not resolved at that point. Although Dr. Goldware expressed optimism regarding Mr. Simon’s prognosis, his testimony indicated acceptance that Mr. Simon’s condition had not resolved at the time of the examination.
4 suspicion that the bill[s] [are] unrelated to the accident[.]” Este’, 676 So.2d at 857.
Accordingly, the jury erred in failing to award the expenses proven to have been
related to the accident.
Finding the jury’s award in error, we amend the judgment to award those
expenses that the record establishes were related to the accident. The majority of the
expenses sought are supported by the documentation entered into evidence. The
notable exceptions are two separate $525.00 payments to Therapy Supply House, for
which there is no testimony, notation, or invoice indicating the nature of the
supplies/equipment for which payment was made. Thus, we increase the award for
past medical expenses to that proven in the record, $29,914.46.3
General Damages
Mr. Simon argues that the jury’s award of $5,000.00 in general damages is
inadequate and that this court should increase the award. Mr. Simon points out that
during the period in which he received treatment, he underwent a variety of tests and
epidural treatments. He also performed daily stretches. Mr. Simon contends that he
suffered daily neck pain and had over 200 health care provider visits.
A factfinder’s award of general damages is afforded great discretion on review.
Bryan v. City of New Orleans, 98-1263 (La. 1/20/99), 737 So.2d 696. Only in the
event that an award is “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 reduce the award.” Youn v.
3 This award is comprised of the following: MRI Diagnostic, $984.00; Doctor’s Surgical Center, $2680.00; Genuine Touch Clinic, $3480.00; Greater Houston Anesthesiologist, $1176.20; Houston Radiology Association, $74.00; Dr. Jeffrey Jackson, $2794.68; Dr. Michael McCann, $434.18; Methodist Hospital, $449.91; Multisport Health Center, Inc., $1700.00; Pratt Family Chiropractic, $1989.72; Prescriptions, $441.87; Dr. Herbert Shapiro, $4818.78; Spinal Therapy Institute, $7692.20; Sugarland MRI & Diagnostics, $672.92; Therapy Supply House, $358.00; Vascular Diagnostic Lab, $168.00.
5 Maritime Overseas Corp., 623 So.2d 1257, 1261 (La.1993). After finding that a
general damages award is unreasonable, the appellate court is required to lower or
raise the award to the highest or lowest point that was within the trier of fact’s
discretion. Coco v. Winston Indus., Inc., 341 So.2d 332 (La.1976).
Although Mr. Simon requested a total of $490,000.00 in general damages
during closing arguments, the jury awarded only $5,000.00. This award evidences
a rejection of Mr. Simon’s account of the severity of his injury and the degree of
associated pain. Certainly the jury was not required to find that he suffered from pain
as described, that his activities were curtailed to the degree alleged, or that
recommended stretching exercises were as burdensome as asserted. While the jury
was not required to accept Mr. Simon’s testimony regarding the extent of his pain or
disruption in his life, the evidence demonstrates that, in the least, the plaintiff suffered
a soft tissue injury lasting over two years. Dr. Goldware explained that with regard
to future activities, he would advise the plaintiff “to be a little careful with [h]is neck
and to exercise but not overdo it until he got over his soft tissue complaints.” He
denied that there were specific restrictions, but stated that he would tell him to be
“moderate and graceful.” Given evidence of a soft tissue injury that lasted in excess
of two years and the treatments administered, including epidural treatments, we find
that the jury’s award of $5,000.00 is abusively low.
After review of the record in light of the standard set forth in Coco, 341 So.2d
332, we conclude that $15,000.00 is the lowest point that was within the jury’s
discretion. Accordingly, we raise the award of general damages to $15,000.00.
6 Weight Afforded Physician’s Testimony
Inherent in the above discussion regarding general damages is a recognition
that the jury was able to afford more weight to the testimony of the defendants’
choice of physician, Dr. Goldware, over that of Mr. Simon’s treating physician, Dr.
Jackson. In a separate assignment of error, Mr. Simon asserts that the jury erred in
doing so, noting Dr. Jackson’s long-term treatment of him and his expertise in the
field. However, this type of factual determination and weighing of the evidence is
clearly within the province of the trier of fact. See Miller v. Clout, 03-91 (La.
10/21/03), 857 So.2d 458. Accordingly, this argument lacks merit.
Loss of Consortium
Next, the plaintiffs question the jury’s conclusion that Mrs. Simon did not
suffer a loss of consortium. The plaintiffs observe that they had been married only
a year and a half at the time of the accident and that Mrs. Simon testified as to
negative changes in her husband’s attitude after the accident. She further testified as
to the demands of his at-home stretching exercises. Given this testimony, the
plaintiffs seek an award for Mrs. Simon’s loss of consortium.
As explained in Mathews v. Dousay, 96-858 (La.App. 3 Cir. 1/15/97), 689
So.2d 503, 515, “[t]he compensable elements of damage in a claim for loss of
consortium include loss of society, sex, service, and support.” The consideration of
whether a party is entitled to damages for loss of consortium is a question of fact and,
accordingly, will not be overturned absent manifest error. Id.
Mrs. Simon explained that her husband became moody and irritable after the
accident. She also testified that she was concerned about the accumulating medical
expenses during his treatment. Although the jury would have been free to award Mrs.
7 Simon damages for loss of consortium as a result of the accident, we do not conclude
that it was manifestly erroneous for it to have found that she failed to prove
entitlement to this type of recovery. In addition to the credibility determinations
inherent in the evaluation of Mrs. Simon’s testimony, we note that, although personal
injuries tend to decrease a party’s happiness, the burden of proving that a definite loss
occurred remains with the plaintiff. Mathews, 689 So.2d 503. We conclude that the
jury was not manifestly erroneous in finding that the plaintiffs failed to meet this
burden.
This assignment lacks merit.
DECREE
For the foregoing reasons, the judgment is amended to reflect a $29,914.46
award for past medical expenses and a $15,000.00 award for general damages. The
judgment is affirmed as amended. All costs of this proceeding are assessed to the
defendants, Francois Lacoste, Abdon Callais Offshore, LLC, and Allstate Insurance
Company.