Jackson v. Workers' Compensation Appeals Board

35 Cal. Rptr. 3d 256, 133 Cal. App. 4th 965, 2005 Daily Journal DAR 12761, 2005 Cal. Daily Op. Serv. 9389, 2005 Cal. App. LEXIS 1673
CourtCalifornia Court of Appeal
DecidedOctober 27, 2005
DocketC049041
StatusPublished
Cited by1 cases

This text of 35 Cal. Rptr. 3d 256 (Jackson v. Workers' Compensation Appeals Board) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Jackson v. Workers' Compensation Appeals Board, 35 Cal. Rptr. 3d 256, 133 Cal. App. 4th 965, 2005 Daily Journal DAR 12761, 2005 Cal. Daily Op. Serv. 9389, 2005 Cal. App. LEXIS 1673 (Cal. Ct. App. 2005).

Opinion

Opinion

ROBIE, J.

We conclude that the Workers’ Compensation Appeals Board (WCAB) erred in concluding that the evidence presented in this case rebutted the presumption in Labor Code section 3212.2 that the applicant’s heart trouble arose out of and in the course of his employment as a correctional officer for the Department of Corrections.

FACTUAL AND PROCEDURAL BACKGROUND

I

Facts

Barryn Davis, Sr., worked as a correctional officer with the Department of Corrections at Deuel Vocational Institution in Tracy, California, from 1986 to 1999. He was the guardian of Barryn Davis, Jr.

During the 1999 Thanksgiving holiday, Davis, Sr., developed an upper respiratory infection. Davis, Sr., then developed bronchitis, which spread to the heart. The virus caused a viral myocarditis that led to Davis, Sr.’s sudden death by heart attack at his home on December 15, 1999.

II

Procedure

Cynthia Jackson, as the guardian ad litem for Barryn Davis, Jr., filed an application for adjudication of claim asserting that Davis, Sr.’s heart attack *969 arose out of and in the course of his employment. In those proceedings, Jackson invoked the presumption contained in Labor Code section 3212.2, which provides in relevant part: “In the case of officers and employees in the Department of Corrections having custodial duties, ... the term ‘injury’ includes heart trouble which develops or manifests itself during a period while such officer or employee is in the service of such department or hospital. [j[] . . . [j[] Such heart trouble so developing or manifesting itself in such cases shall be presumed to arise out of and in the course of the employment. This presumption is disputable and may be controverted by other evidence, but unless so controverted, the appeals board is bound to find in accordance with it.”

The matter was submitted on the police report, the coroner’s report, and the reports of two physicians concerning Davis, Sr.’s heart trouble. On the applicant’s behalf, Robert A. Blau, M.D., stated he believed that Davis, Sr.’s heart attack stemmed from upper respiratory infection. Dr. Blau’s report concluded that under Labor Code section “3212[.2], heart disease developing, manifesting or progressing during an individual’s employment as a peace officer is considered to be an industrial injury.”

The Department of Corrections submitted a report by Eugene Ogrod, M.D. Dr. Ogrod conceded that Davis, Sr., died of a heart problem that derived from his respiratory illness. Dr. Ogrod, however, argued that the viral process “can be acquired in the course of a variety of daily activities in which there is contact with the public. So, there is nothing specific about the patient’s occupation that would lead us to conclude that his viral infection and the secondary myocarditis was occupationally related.” The doctor continued, “absent the application of the heart problem presumption, we would consider this a nonoccupational medical problem.” Dr. Ogrod’s report concluded, “[t]here would be nothing in the sequence of events that would be linked to a specific occupation or to suggest that his occupation placed him at greater risk for developing this set of problems. If the heart problem presumption is applied, it is applied on an administrative basis. I am not saying it is inappropriate to apply it on that basis. I am simply saying that there is no medical basis that would justify linking this patient’s acute medical problems to his occupation, absent an administrative decision to apply the presumption.”

The administrative law judge (ALJ) concluded that Dr. Ogrod’s medical opinion did not overcome the presumption of Labor Code section 3212.2 and *970 found that Davis, Sr.’s injury was industrial. The Department of Corrections filed a petition for reconsideration of the ALJ’s decision. The WCAB granted the petition for reconsideration. The WCAB concluded that the medical evidence that the cause of death was “the non-industrial viral infection that led to the development of the myocarditis” constituted sufficient evidence “to rebut the presumption of industrial causation.” Jackson filed a petition for a writ and we issued a writ of review.

DISCUSSION

“In our appellate review of the decisions of the appeals board, which exercises a long-acknowledged administrative expertise, we have required that the record contain substantial evidentiary support for the appeals board’s decisions.” (LeVesque v. Workmen’s Comp. App. Bd. (1970) 1 Cal.3d 627, 635 [83 Cal.Rptr. 208, 463 P.2d 432].) We thus “review the entire record to determine whether the board’s conclusion was supported by substantial evidence.” (Id. at p. 637.)

There is no dispute here that Davis, Sr., was an employee of the Department of Corrections with custodial duties who had heart trouble and therefore was entitled to the presumption contained in Labor Code section 3212.2. Thus, the question becomes whether there was substantial evidence to overcome that presumption that Davis, Sr.’s heart trouble arose out of and in the course of his employment.

The heart trouble presumption contained in Labor Code section 3212 et seq. (including Lab. Code, § 3212.2) “was adopted as a response to the ‘ “persisting cleavage in medical theory itself’ ... as to the relationship between stress, physical exertion and progressive heart disease.’ [Citation.] Formerly, ‘the fate of an individual worker’s claim generally did not turn on the facts of his particular employment or heart attack, but rather was decided almost fortuitously on the basis of which of the two competing schools of medical thought [i.e., those who accept and those who reject the view that stress or exertion can contribute to the development of heart trouble] the lay referee or appeals board decided to endorse in the particular case.’ [Citation.] For 20 years the statute did not prevent proof of preexisting disease, and the Legislature found that in such form it ‘failed to alleviate the gross inequities and unfairness which flowed from the inevitable and inconclusive “battle of the experts” . . . .’ [Citation.] The preclusion was adopted as a solution.” (Johnson v. Workers’ Comp. Appeals Bd. (1985) 163 Cal.App.3d 770, 775-776 [210 Cal.Rptr. 28].)

*971 The heart trouble presumption is a presumption affecting the burden of proof and is rebuttable. (Reeves v. Workers’ Comp. Appeals Bd. (2000) 80 Cal.App.4th 22, 30 [95 Cal.Rptr.2d 74].) It imposes the burden on the employer to prove that the applicant’s heart trouble did not arise out of and in the course of his employment. (Ibid.)

The heart trouble presumption for some public safety workers contains what is called an “anti-attribution clause.” For example, in Labor Code section 3212.5 (which is applicable to police officers and highway patrol members), the anti-attribution clause further qualifies the heart trouble presumption: “Such heart trouble ....

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35 Cal. Rptr. 3d 256, 133 Cal. App. 4th 965, 2005 Daily Journal DAR 12761, 2005 Cal. Daily Op. Serv. 9389, 2005 Cal. App. LEXIS 1673, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-workers-compensation-appeals-board-calctapp-2005.