Levingston v. Retirement Board

38 Cal. App. 4th 996, 45 Cal. Rptr. 2d 386, 95 Cal. Daily Op. Serv. 7662, 95 Daily Journal DAR 13068, 1995 Cal. App. LEXIS 945
CourtCalifornia Court of Appeal
DecidedSeptember 28, 1995
DocketB090496
StatusPublished
Cited by16 cases

This text of 38 Cal. App. 4th 996 (Levingston v. Retirement 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.

Bluebook
Levingston v. Retirement Board, 38 Cal. App. 4th 996, 45 Cal. Rptr. 2d 386, 95 Cal. Daily Op. Serv. 7662, 95 Daily Journal DAR 13068, 1995 Cal. App. LEXIS 945 (Cal. Ct. App. 1995).

Opinion

*998 Opinion

GILBERT, J.

The Retirement Board of the Santa Barbara County Employees’ Retirement System appeals a judgment in administrative mandamus that directs it to grant a disability retirement to Fairy Levingston. The trial court’s findings are final. The board does not have a second opportunity for another hearing. (Code Civ. Proc., § 1094.5.) We affirm.

Facts

On July 25, 1991, Fairy Levingston sought a disability retirement from Santa Barbara County Employees’ Retirement System, claiming a permanent disability due to progressive rheumatoid arthritis. (Gov. Code, § 31720.) A year later, she amended her application for disability retirement to claim the disability was service connected. 1

At the time of her application for disability retirement, Levingston was 40 years old and had suffered from progressive rheumatoid arthritis for 8 years. The disease mostly affected her wrist, hands, and feet, but at times, other joints were involved. Despite daily medications, Levingston described her pain level as between five and six on most days, on a scale of one to ten. During the prior eight years, Levingston tried braces and splinting of affected joints, gold injections, massage, acupuncture, chiropractic treatment, dietary restrictions, steroid medications, anti-inflammatory drugs, and pain relievers. Levingston required assistance from her family with her grooming. Morning stiffness associated with the arthritis required several hours and daily medication to. resolve.

Doctor Karen Kolba had treated Levingston for five years. She opined that Levingston could not walk, stand, or use a pen or typewriter “for extended periods of time.” Doctor Daniel Gibson, an independent medical examiner, examined Levingston and opined she could perform her job requirements, including typing and filing. During active periods of her disease, he recommended that Levingston delegate any physical tasks required of her.

Levingston was employed as a “legal process supervisor” for the Santa Maria branch of the Santa Barbara County Municipal Court. She described her employment duties as involving computer data entry, note taking and handwriting, filing, and retrieving files. Levingston believed her job duties involved unrealistic deadlines and goals. She also described her job as stressful and her supervisor as “verbally abusive.”

*999 By contrast, Levingston’s employer described Levingston’s employment duties as supervisory and involving no physical demands. Levingston could delegate those tasks requiring joint movement or strength, according to the official job description.

On January 12, 1993, a referee held a hearing concerning Levingston’s application for disability. He concluded that Levingston suffered from progressive rheumatoid arthritis but was not permanently disabled from performing her job. The referee reasoned that Levingston held a supervisory position and could delegate typing, filing, and other physical tasks to the employees she supervised. He concluded that she could perform “supervisory, interpersonal or phone [tasks] or other requirements of the job that do not involve joint function.” The Retirement Board of the Santa Barbara County Employees’ Retirement System (Board) then approved and adopted the referee’s factual findings and recommended decision.

On July 15,1993, Levingston filed a petition for administrative mandamus in the trial court under Code of Civil Procedure section 1094.5. After a hearing and consideration of the administrative record, the trial court granted the petition. The trial judge instructed the Board “to award [Levingston] a disability retirement.” In a statement of decision, the trial judge explained that Levingston’s testimony concerning her job duties was . more credible than that provided by the Board.

The trial judge stated: “But you rarely see somebody so terribly disabled and . , . required to perform under the stated job description or under [her view of her job description]. Under either one she can’t do it. Can’t do it without pain.” “She’s a Stoic who lives in pain.” “She has to go deal with the public. Get on her feet. She doesn’t just sit in an easy chair.”

The trial judge also weighed the medical evaluations concerning Levingston differently and more favorably to Levingston than did the hearing referee.

The Board appeals and challenges the trial court’s authority, under Code of Civil Procedure section 1094.5, to compel it to take a specific action.

Discussion

The Board contends the trial court’s judgment unlawfully limits the Board’s discretion under Code of Civil Procedure section 1094.5, subdivision (f). That subdivision provides: “Where the judgment commands that the order or decision be set aside, it may order the reconsideration of the case in *1000 the light of the court’s opinion and judgment and may order respondent to take such further action as is specially enjoined upon it by law, but the judgment shall not limit or control in any way the discretion legally vested in the respondent.” The Board argues that the trial court has substituted its own findings for those of the Board. It also asserts that the trial court must, by command of section 1094.5, subdivision (f), remand this matter for redecision. We disagree.

It is well settled that the trial court must exercise its independent judgment when reviewing the evidence presented at a county employee disability retirement hearing. (Strumsky v. San Diego County Employees Retirement Assn. (1974) 11 Cal.3d 28, 32 [112 Cal.Rptr. 805, 520 P.2d 29].) In this review, the trial court may reweigh the evidence. (Id., at p. 44.) After independently reviewing the administrative record, the trial court then may make its own factual findings. (Hittle v. Santa Barbara County Employees Retirement Assn. (1985) 39 Cal.3d 374, 388, fn. 9 [216 Cal.Rptr. 733, 703 P.2d 73].) These powers of independent review would be meaningless if the trial court were then required to return the matter to the administrative agency for retrial and redecision. As Levingston points out, the process could go on forever.

Here Levingston had a full evidentiary hearing before a hearing referee. The Board adopted the referee’s findings and recommended decision. Levingston requested reconsideration, which was denied. For administrative purposes, the issue of disability was litigated and decided. The trial court could then reweigh the evidence and make its own findings. (Hittle v. Santa Barbara County Employees Retirement Assn., supra, 39 Cal.3d 374, 388, fn. 9.)

In similar situations, our Supreme Court has impliedly approved judicial findings and determinations that overturn those of administrative boards and agencies. (E.g., Tripp v. Swoap (1976) 17 Cal.3d 671, 675-677 [131 Cal.Rptr. 789,

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38 Cal. App. 4th 996, 45 Cal. Rptr. 2d 386, 95 Cal. Daily Op. Serv. 7662, 95 Daily Journal DAR 13068, 1995 Cal. App. LEXIS 945, Counsel Stack Legal Research, https://law.counselstack.com/opinion/levingston-v-retirement-board-calctapp-1995.