Jalbert v. Maine Public Employees Retirment System

CourtSuperior Court of Maine
DecidedNovember 16, 2015
DocketKENap-15-14
StatusUnpublished

This text of Jalbert v. Maine Public Employees Retirment System (Jalbert v. Maine Public Employees Retirment System) is published on Counsel Stack Legal Research, covering Superior Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jalbert v. Maine Public Employees Retirment System, (Me. Super. Ct. 2015).

Opinion

STATE OF MAINE SUPERIOR COURT KENNEBEC, SS CIVIL ACTION DOCKET NO. AP 1 5-1 4 ELIZABETH JALBERT, Petitioner

v. DECISION

MAINE PUBLIC EMPLOYEES RETIREMENT SYSTEM, Respondent

Petitioner Elizabeth Jalbert petitions for judicial review, pursuant to M.R. Civ.

P. SOC, the Final Decision of the Board ofTrustees ("Board") of the Maine Public

Employees Retirement System ("System") denying Petitioner disability retirement

benefits. Petitioner contends that she presented significant evidence establishing

that she suffers from permanent disabilities associated with post-concussive

syndrome, depression, and anxiety that render it impossible for her to carry out the

duties of her teaching job. She contends that the Board's denial of benefits violates

statutory provisions, is not supported by substantial evidence on the record as a

whole, is affected by errors of law, and is arbitrary and capricious.

Petitioner explains that she is a hard-working, single mother who has

worked for approximately twenty-four years as a teacher, despite her long-term

depression. Petitioner has worked since the age of 14 or 15 and has spent the

majority of her working life at the Dike-Newell Elementary School, at which she

received numerous positive evaluations and an upstanding reputation throughout

the years. In 2004, Petitioner applied for disability benefits with the System due to

1 bi-polar disorder and anxiety, but withdrew the application after her health

improved thanks to consultations with her psychiatrist, Lawrence Fischman, M.D.

Over the next eight years, Petitioner used sick leave, but never missed work due to

depression.

On January 21, 2012 and nine days later on January 30th she fell twice hitting

her head each time. This resulted in a diagnosis of post-concussive syndrome which

impacted Petitioner's ability to perform her job. In particular, she was having

difficulties with vision, headaches, dizziness, fatigue, and speaking. Petitioner also

experienced difficulties reading, was bothered by noise, lost her social life, and

became dependent on her husband for assistance in many, often mundane matters.

Petitioner's lifelong friend and co-teacher, Kathy Henrickson and Ms.

Henrickson's daughter, Jenner Rice provided unchallenged background information,

eye witness accounts, and examples of how Petitioner was transformed from a self-

sufficient teacher into a shadow of her former self following the falls.

Petitioner submitted evidence by Dr. Morse, allegedly one of the most

respected neuropsychologists in Maine. Dr. Morse found, in pertinent part, that

Petitioner was diagnosed with post-concussive syndrome and that her two head

injuries close in time increased the risk of recovery difficulties. He diagnosed

Petitioner with persistent post concussive syndrome and supported this opinion by

pointing to Petitioner's complaints, her observed functioning difficulties-before

and after the falls-by Ms. Henrickson, and her neuropsychological testing. He

explained Petitioner's functional limitations as: 1) having to very carefully plan

every step of the day in advance to avoid memory and concentration problems; 2)

2 frequently requiring breaks and naps due to fatigue; 3) difficulty multi-tasking and

switching gears; 4) difficulty expressing herself clearly and fluently; 5) difficulty

reading for any length of time; and 6) difficulty processing visual information. Dr.

Morse also concluded that "[i]t is impossible for her to perform her duties as a

school teacher" and that in his "neuropsychological opinion it is more likely than not

that her incapacity is permanent."

Carl S. DeMars, M.D., her primary care provider, examined Petitioner after

her two falls, referred her to John A Taylor, D.O.-Petitioner's treating

neurologist-and concluded that Petitioner is unable to work as a teacher, and

many other occupations, due to her inability to concentrate and her speech

difficulties. Dr. DeMars stated that Petitioner's functional limitations prevent her

from concentrating on more than one thing at a time and require her to take longer

to complete tasks. Dr. DeMars stated that Petitioner obtained maximal

improvement, but is still unable to return to her prior occupation as a teacher ..

David C. Lilly, Psy. D., her cognitive behavioral therapist, noted that his

findings have been consistent with Dr. Morse's findings in that he observed

presentation, communication, and rapportive impairment in daily functioning,

although his observation does not constitute an objective or standardized

assessment. Dr. Lilly noted that he was not concerned about "malingering" and

found Petitioner's efforts in session to be very strong and her work applying

strategies to improve functioning and reduce symptoms excellent.

Colin Robinson, O.D., provided an opinion regarding Petitioner's vision and

balance issues arising from her post-concussive syndrome. In particular, Dr.

3 Robinson opined that most of Petitioner's functional visual problems are caused by

the partial disconnect of her central, focal visual system and peripheral ambient

visual system, which can occur after a neurological event. Petitioner's visual

problems, however, do not show up on any medical scans.

Maureen R. Halma, Ph.D., who was treating Petitioner for mental health

issues long before her falls, supported her application, but was totally ignored by the

Medical Board. Dr. Halma opined that following Petitioner's second fall, it was clear

that she was suffering significant difficulties in communication, and that this was a

significant change from her past behavior. Whereas Petitioner could formerly

manage a full psychotherapy hour, her energy now waned after thirty minutes. In

addition, Dr. Halma found Petitioner' ability to multitask was diminished, she

experienced significant fatigue, and suffered from headaches. Dr. Halma opined that

it is very difficult for her to see how Petitioner could perform as a teacher and hard

for her to imagine her improving to the extent that the impairments would not get in

her way as a teacher in the future.

Dr. John A. Taylor, D.O., neurologist, found, in pertinent part, that he does not

believe Petitioner can perform the essential activities needed to be a school teacher

because she lacks the cognitive skills and has difficulty in multiple domains

including attention and concentration, which leads to problems with working

memory, which leads to problems multitasking and cognitively shifting. Dr. Taylor

found that this "makes it inappropriate for [Petitioner] to work in the fast place [sic]

and challenging setting of a school system." Dr. Taylor noted that in addition to the

cognition problems, Petitioner also has problems with vestibular dysfunction,

4 premorbid anxiety, and depression. He stated at deposition, that while various

forms of therapy have helped Petitioner make a recovery, she has presently

stagnated. Dr. Taylor concludes that it is unlikely Petitioner will make significant

enough gains to be able to return to work as a school teacher in any capacity, based

in part on her problems with concentration, speech, and vestibular ocular

dysfunction. Dr. Taylor also explained, at his deposition, that people with anxiety

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Jalbert v. Maine Public Employees Retirment System, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jalbert-v-maine-public-employees-retirment-system-mesuperct-2015.