Hartford v. Young

782 P.2d 365, 239 Mont. 527, 1989 Mont. LEXIS 302
CourtMontana Supreme Court
DecidedNovember 14, 1989
Docket89-051
StatusPublished
Cited by3 cases

This text of 782 P.2d 365 (Hartford v. Young) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hartford v. Young, 782 P.2d 365, 239 Mont. 527, 1989 Mont. LEXIS 302 (Mo. 1989).

Opinions

CHIEF JUSTICE TURNAGE

delivered the Opinion of the Court.

Attorney Lloyd E. Hartford appeals the Workers’ Compensation Court’s affirmation of an order by the Division of Workers’ compensation directing the appellant to forfeit all attorney fees related to his representation of claimant Florence Young. We affirm.

ISSUES

1. Are Section 24.29.3801, ARM (1985), and the administrative hearings held thereunder invalid because they are inconsistent with Section 39-3-613, MCA, and the rule of Wight v. Hughes Livestock Co. (1983), 204 Mont. 98, 664 P.2d 303?

[529]*5292. Did attorney Hartford’s actions violate either Section 39-3-613, MCA, or Section 24.29.3801, ARM (1985), and thereby justify total forfeiture of attorney fees?

FACTS

Florence Young submitted a claim for workers’ compensation following an injury incurred during her employment as a housekeeper at Meadowlark Elementary School in Billings, Montana. In November of 1985, insurer EBI/Orion Group paid the claimant a lump sum advance of $2,500 and in December of 1985, paid a further advance of $1,000.

In February of 1986, Mrs. Young retained Lloyd E. Hartford agreeing to pay the attorney,

“(a) For cases that have not gone to a hearing before the Workers’ Compensation Court, twenty-five percent (25%) of the amount of compensation payments the Client received due to the efforts of the attorney . . . .”

The agreement also stated,

“3. That as of the date of this Agreement, the Client has received benefits as follows: Amt. unknown and that no attorney’s fees will be charged on the aforesaid amount.”

The administrator of the Division of Workers’ Compensation approved the agreement in compliance with Section 24.29.3801, ARM (1985).

On April 24, 1986, with Hartford’s assistance, Mrs. Young received an advance of $12,466.65 which included $2,493.33 for attorney fees. The following April, the insurer notified Mrs. Young that she had received $4,312.05 in overpayments because she was receiving Social Security benefits which the insurer was entitled to offset. Thereafter, Hartford negotiated a full and final compromise settlement which provided that, “the Claimant agrees to accept the sum of $58,275.00 . . . plus insurer’s waiver of recovery of $20,278.70 overpayment and advance, for a total settlement of $78,553.70 . . . .”

Hartford calculated his attorney fees at $19,638.43, twenty-five percent of the final settlement, and submitted his claim to the Insurance Compliance Bureau. The claims examiner advised Hartford that it was inappropriate to charge for Mrs. Young’s overpayments and advances, and ordered the insurer to retain the attorney fees until the matter was settled.

During the subsequent contested case on the attorney fees, Hart[530]*530ford argued that the overpayment and advances were debts which the insurer agreed to waive only because of his negotiation efforts. The hearing examiner rejected this contention and awarded $14,568.75 in attorney fees, twenty-five percent of the $58,275.00 in “new money” obtained in the final settlement.

The hearing examiner deducted $1,000 from the attorney fees after determining that Hartford violated Section 39-71-613, MCA, and Section 24.29.3801, ARM (1985). The hearing examiner found that Hartford charged the claimant fees based on benefits he had not obtained — specifically, the $1,000 and $2,500 advances, and the $4,312.05 overpayment. The examiner also found that Hartford charged the claimant twice on the $12,466.65 lump sum advance.

Hartford appealed this decision to the administrator of the Division of Workers’ Compensation. The administrator agreed with the examiner’s findings and conclusions with the exception of the $1,000 forfeiture. The administrator held that Hartford had blatantly overcharged his client and made an example of him by requiring forfeiture of all fees.

Hartford then requested judicial review by the Workers’ Compensation Court. The court agreed with the administrator’s decision noting that forfeiture of fees is mandatory under Section 39-71-613, MCA. Hartford now appeals the Workers’ Compensation Court’s decision.

VALIDITY OF THE REGULATION AND HEARINGS

The appellant argues that the workers’ compensation regulation governing attorney fees is invalid because it is inconsistent with the statute under which it was promulgated and the factors set out by this Court in Wight v. Hughes Livestock Co. (1983), 204 Mont. 98, 114, 664 P.2d 303, 312.

Consideration of this issue is precluded by the appellant’s failure to raise it at the trial court level. Both parties fully briefed and argued this case before the lower court, but the record shows no indication that the appellant attacked the validity of the regulation. As a general rule, this Court will not review issues not raised before the Workers’ Compensation Court. Martinez v. Montana Power Co. (Mont. 1989), [239 Mont. 281,] 779 P.2d 917, 920, 46 St.Rep. 1684, 1687.

[531]*531FORFEITURE OF FEES

We note at the outset that this Court is guided by the purpose of the workers’ compensation statutes. That purpose is protection of the interests of the injured worker. North American Van Lines v. Evans Transfer and Storage (Mont. 1988), 766 P.2d 220, 223, 45 St.Rep. 1848, 1852.

The Montana workers’ compensation statute on attorney fees provides:

“If an attorney violates a provision of this section, a rule adopted under this section, or an order fixing an attorney’s fee under this section, he shall forfeit the right to any fee which he may have collected or been entitled to collect.”

Section 39-71-613(3), MCA.

The workers’ compensation regulation in effect when this case arose provided that an attorney may not charge:

“(a) for cases that have not gone to a hearing before the workers’ compensation judge, a fee above twenty-five percent (25%) of the amount of compensation payments the claimant receives due to the efforts of the attorney.”

Section 24.29.3801, ARM (1985).

Appellant Hartford argues that the Workers’ Compensation Court erred in relying on the current version of the regulation, Section 24.29.3802, ARM (1987), instead of the version which controlled at the time the dispute arose, Section 24.29.3801, ARM (1985). The appellant is correct, but the error is harmless. For the purposes of this case, the regulations are essentially identical in wording and meaning.

Prior to reaching the Supreme Court, appellant Hartford argued that he did not violate the attorney fees regulation by charging Mrs. Young for the advances and overpayment. He asserted that they were debts which the insurer waived due to his negotiating efforts.

We agree that in workers’ compensation cases, an attorney may bill for debts waived through the attorney’s efforts.

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Related

Lawyer Disciplinary Board v. Ball
633 S.E.2d 241 (West Virginia Supreme Court, 2006)
Miller v. Frasure
809 P.2d 1257 (Montana Supreme Court, 1991)
Hartford v. Young
782 P.2d 365 (Montana Supreme Court, 1989)

Cite This Page — Counsel Stack

Bluebook (online)
782 P.2d 365, 239 Mont. 527, 1989 Mont. LEXIS 302, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartford-v-young-mont-1989.