Mathes v. Davis

74 Va. Cir. 411, 2007 Va. Cir. LEXIS 298
CourtNorfolk County Circuit Court
DecidedDecember 3, 2007
DocketCase No. 07-0482
StatusPublished

This text of 74 Va. Cir. 411 (Mathes v. Davis) is published on Counsel Stack Legal Research, covering Norfolk County Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mathes v. Davis, 74 Va. Cir. 411, 2007 Va. Cir. LEXIS 298 (Va. Super. Ct. 2007).

Opinion

By Judge Charles E. Poston

The Defendants, Kaye Davis and Liberty Mutual Insurance Company, have filed a Demurrer and Plea in Bar to the Complaint filed by the Plaintiff, Daniel R. Mathes, and request that the Court dismiss the Plaintiffs Complaint. Having considered the parties’ submissions and argument of counsel, the Court grants the Defendants’ Plea in Bar. Because of the Court’s ruling on the Plea in Bar, there is no need to address the Demurrer.

I. Factual and Procedural History

For familiar reasons, the Court views the facts in the light most favorable to the Plaintiff. In 2002, Liberty Mutual Insurance Company was the workers’ compensation insurance carrier for Plasser American Corporation. On or about September 29,2002, Plaintiff was injured while acting within the [412]*412scope of his duties as an employee at Plasser and filed a claim with Liberty in accordance with the Virginia Workers’ Compensation Act, Title 65.2 of the Code of Virginia. Plaintiff began treatment with Dr. Robert M. Spear on or about November 7, 2002. This treatment included surgery on his neck (anterior cervical fusion) in March of 2003 and surgery on his right shoulder (full thickness rotator cuff tear) in June of 2004. Additionally, Plaintiff underwent a rigorous Functional Capacity Evaluation (FCE) to determine whether and in what capacity he could return to work after undergoing medical treatment for his injuries.

While Plaintiffs workers’ compensation claim was pending with Liberty, Liberty designated Kaye Davis to be Plaintiff’s case manager. As case manager, Ms. Davis’ duties included acting as a liaison between Plaintiff, Plasser, and his physicians regarding Plaintiff’s progress, return-to-work status, and treatment recommendations; scheduling and attending all of Plaintiffs physician’s appointments; and identifying treatment plans, overseeing medical care, and monitoring Plaintiffs progress.

Plaintiff alleges that in 2005, Ms. Davis intentionally and fraudulently misrepresented to Dr. Spear’s partner, Dr. Lisa Barr, that Dr. Spear had wanted Plaintiff to appear for a second FCE but had forgotten to sign the necessary order for the evaluation before he left for a vacation. Relying on this misrepresentation, Dr. Barr signed the order for the second FCE. On April 4, 2005, Plaintiff began the second FCE, which allegedly exacerbated his existing injury causing “additional pain and complications.” Complaint, ¶ 22. Specifically, Plaintiff alleges that the second FCE caused “exacerbation and further injury .. . requiring him to seek additional medical care.” Id., ¶ 20 (emphasis added). As a result, Liberty provided Plaintiff further surgery on his neck (re-exploration of his neck wound, removal of previous fusion, and another fusion) in November of 2005. Stipulations Relating to Plea in Bar, ¶ 11.

The Workers’ Compensation Commission approved a settlement agreement between Plaintiff, Plasser, and Liberty on January 19, 2007. Plaintiff was represented by counsel at all stages of the settlement negotiations. As part of the settlement, Plaintiff received a lump-sum payment of $75,000 and Liberty was “to be released and discharged from any and all further liability for benefits of any nature. . . .’’Order Approving Settlement at 1 -2. The Commission further ordered that Plasser and Liberty were “released and discharged from any and all liability for benefits of any nature ... as a result of the alleged accident of September 29,2002, and any injuries resulting thereftom, including any compensable consequence, change-in-condition, aggravation, or exacerbation.” Id. at 4.

[413]*413Plaintiff pleads a cause of action in tort for negligence contending that Liberty had a duty to manage his case in a manner that would not cause him personal injury or harm and, further, to be truthful to Plaintiffs health care providers. Essentially, Plaintiff alleges that Liberty breached the common law duty of good faith and fair dealing in managing his case. Asserting that Liberty was negligent in the management of his case and that this negligence was a direct and proximate cause of additional pain and complications to him, Plaintiff seeks $350,000 in compensatory damages plus $350,000 in punitive damages.

Defendants aver that they did not owe Plaintiff any extra-contractual common law duty, the breach of which would give rise to an action in tort. Additionally, given the nature of Plaintiffs injuries and the language of the settlement ordered by the Commission, Liberty asserts that Plaintiff s exclusive remedy is under the Workers’ Compensation Act and that Plaintiff is subsequently barred from bringing any cause of action against it. Consequently, Liberty has filed a Plea in Bar and a Demurrer to the Complaint.

II. Discussion

A. Standard of Review

The standards of review for a defensive plea in bar and a demurrer are substantially similar. “The defensive plea in bar shortens the litigation by reducing it to a distinct issue of fact which, if proven, creates a bar to the plaintiffs right of recovery. The moving party carries the burden of proof on that issue of fact.” Tomlin v. McKenzie, 251 Va. 478, 480, 468 S.E.2d 882, 884 (1996); see also Campbell v. Johnson, 203 Va. 43, 47, 122 S.E.2d 907, 909 (1961). “Where no evidence is taken in support of the plea, the trial court, and the appellate court upon review, must rely solely upon the pleadings in resolving the issue presented.” Tomlin, 251 Va. at 480; see also Weichert Co. of Va. v. First Commercial Bank, 246 Va. 108, 109, 431 S.E.2d 308, 309 (1993). When considering the pleadings, “the facts stated in the plaintiffs’ motion for judgment [are] deemed true.” Glascock v. Laserna, 247 Va. 108, 109, 439 S.E.2d 380, 380 (1994).

B. Plaintiff’s Injury Falls Within the Scope of the Workers ’ Compensation Act

Defendants assert that Plaintiff has no common law rights against his employer relating to injuries arising out of the course of his employment. Indeed, “[w]hen an employee is injured in a work-related accident, the [414]*414Virginia Workers’ Compensation Act provides the sole and exclusive remedy against the employer.” Rasnick v. The Pittston Co., 237 Va. 658, 660, 379 S.E.2d 353, 354 (1989). This exclusivity of remedies applies equally to an employer’s insurer as it does to the employer. See Va. Code Ann. § 65.2-300 (includes insurers within the definition of “employer”); see also Williams v. United States Fid. & Guar. Co., 358 F.2d 799 (4th Cir. 1966) (holding that an insurer is not merely made the guarantor of the employer, but rather the primary obligor answerable for all promises this title makes to the employee).

Plaintiff alleges that he was injured during the second FCE scheduled by Liberty.

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Related

Budd v. Punyanitya
643 S.E.2d 180 (Supreme Court of Virginia, 2007)
Tomlin v. McKenzie
468 S.E.2d 882 (Supreme Court of Virginia, 1996)
Rasnick v. Pittston Co., Inc.
379 S.E.2d 353 (Supreme Court of Virginia, 1989)
Glascock v. Laserna
439 S.E.2d 380 (Supreme Court of Virginia, 1994)
R. G. Moore Building Corp. v. Mullins
390 S.E.2d 788 (Court of Appeals of Virginia, 1990)
Campbell v. Johnson
122 S.E.2d 907 (Supreme Court of Virginia, 1961)
WEICHERT COMPANY OF VIRGINIA, INC. v. First Commercial Bank
431 S.E.2d 308 (Supreme Court of Virginia, 1993)
Budd v. Punyanitya
69 Va. Cir. 148 (Albemarle County Circuit Court, 2005)
Evans v. Newport News Shipbuilding & Dry Dock Co.
243 F. Supp. 1017 (E.D. Virginia, 1965)

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Bluebook (online)
74 Va. Cir. 411, 2007 Va. Cir. LEXIS 298, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mathes-v-davis-vaccnorfolk-2007.