Rio Linda Union School District v. Workers' Compensation Appeals Board

31 Cal. Rptr. 3d 789, 131 Cal. App. 4th 517, 70 Cal. Comp. Cases 999, 2005 Daily Journal DAR 8994, 2005 Cal. Daily Op. Serv. 6598, 2005 Cal. App. LEXIS 1177
California Court of Appeal·Decided July 26, 2005·No. C048298·Published·Cited by 24 cases

Opinion

*521 Opinion

CANTIL-SAKAUYE, J. —

On April 19, 2004, Governor Schwarzenegger signed into law Senate Bill No. 899 (2003-2004 Reg. Sess.), a package of reforms to the workers’ compensation laws. 1 (Stats. 2004, ch. 34.) (Bill No. 899.) The legislation took effect immediately as urgency legislation. (Stats. 2004, ch. 34, § 49.) Bill No. 899 changed, among other things, the law with regard to apportionment of permanent disability. (Stats. 2004, ch. 34, §§ 33 [repealed Lab. Code, § 4663 (former § 4663)], 34 [added new Lab. Code, § 4663 (§ 4663)], 35 [added Lab. Code, § 4664 (§ 4664)], 37 [repealed Lab. Code, § 4750], 38 [repealed Lab. Code, § 4750.5].)

In this case we consider whether the new laws enacted by Bill No. 899 requiring apportionment based on causation (§§ 4663, 4664) apply to a workers’ compensation case submitted to a workers’ compensation judge (WCJ) for decision prior to the April 19, 2004 effective date of Bill No. 899, but on which an award and findings were not issued until April 23, 2004, four days after the effective date of Bill No. 899. We conclude the new laws, sections 4663 and 4664, should have been applied and annul the decision of the Workers’ Compensation Appeals Board (WCAB) finding to the contrary. We need not reach the other issues raised. We shall remand for further proceedings consistent with this opinion.

FACTUAL AND PROCEDURAL BACKGROUND

On February 12, 2002, Janelle Scheftner, a third grade teacher at Rio Linda Union Elementary School, slipped on a piece of food as she was walking out of her classroom. She stumbled and fell forward, hitting her shoulder and lower back on a desk or table.

Scheftner had some history of back problems prior to this injury. She had a back strain in 1997, which had resolved by the time she was hired by the school in 2001. She experienced soreness again in December 2001 and sought medical and chiropractic treatment in January 2002. At the end of January Scheftner said the constant pain in her lower left side of her back affected her sleep, work and daily activities. She reported the problem was worsening. Scheftner estimated her pain to be a “7” on a scale of 0 to 10 with 10 being unbearable pain. She had chiropractic treatments on February 1, February 4, February 6, and February 11, 2002, the day before her school injury. On February 13, 2002, the day after her school injury, Scheftner told her chiropractor her pain was down to a level 5 or 6 and her problem was improving.

*522 On February 21, 2002, Scheftner went to see her Kaiser physician regarding her school injury. She received medical treatment for the next several months. By June of 2002, Scheftner’s shoulder was back to normal.

In October 2002 Scheftner changed treating physicians. Scheftner continued physical therapy and by December of 2002, Scheftner described her pain severity as being a 4 to 6 on a scale of 10.

By February 2003 Scheftner’s physician considered her to be permanent and stationary. It was Dr. Downs’s opinion that further medical care on an industrial basis was not appropriate. He attributed all of Scheftner’s residual disability to her preexisting health status. With regard to the February 12 school injury, he stated she should be considered discharged as being back to her previous baseline status.

At the request of her attorney, Scheftner was evaluated by another physician who concluded her injury was work related from the specific injury of February 12, 2002. Dr. Nijjar found Scheftner’s condition permanent and stationary, noted subjective and objective factors of disability and work exclusions, and found no apportionment.

A mandatory settlement conference was held on Scheftner’s workers’ compensation claim on November 13, 2003. The case was set for trial on December 11, 2003. On December 11, 2003, the parties agreed to further discovery consisting of a further report following examination by Dr. Downs and a further report following additional record review by Dr. Nijjar. The trial was continued to February 18, 2004.

After Dr. Nijjar completed his additional review of records, he reported he found no reason to change his previously expressed opinions.

Dr. Downs conducted an evaluation of Scheftner on December 23, 2003. Dr. Downs opined Scheftner’s disability would be present to the same degree absent her reported industrial injury, she acquired no disability secondary to this injury, and 100 percent of her disability was reflective of her underlying health status. There was no need to provide disability or further medical care on an industrial basis.

The case proceeded to trial on February 18, 2004. On March 2, 2004, the WCJ served on the parties minutes of the hearing and a summary of evidence. Under the heading of “DISPOSITION” it was noted: “This matter may be referred to the Disability Evaluation Unit. ... If it is not referred to the Disability Evaluation Unit, then it will be submitted as of today [March 2, 2004].” The case was not referred to the Disability Evaluation Unit.

*523 Bill No. 899 became effective on April 19, 2004.

On April 23, 2004, the WCJ issued findings and an award. The WCJ found Scheftner had sustained a work-related injury on February 12, 2002, the injury caused permanent partial disability after adjustment for age and occupation of 34 percent, and she needed further medical treatment. An award of permanent partial disability, attorney fees, and further medical treatment was entered in favor of Scheftner and against the Rio Linda Union School District (District). The opinion of the WCJ, which accompanied the findings and award, stated reliance on Dr. Nijjar’s opinion was more in line with the overall statutory workers’ compensation scheme since Dr. Downs’s opinion was not in keeping with the law holding the employer responsible for all disability that is “lit up” by an industrial injury.

The District filed a petition for reconsideration. One of the arguments put forward by the District was the application of section 4663, as added by Bill No. 899, to this case. The District contended Dr. Nijjar’s report did not comply with the applicable new requirements for apportionment based on causation whereas Dr. Downs’s report did.

The WCJ submitted a report and recommendation on the District’s petition for reconsideration. The WCJ concluded new section 4663 was not applicable to this case, which had been tried and “decided” or at least submitted, before the effective date of Bill No. 899.

The WCAB granted reconsideration. Because of the important legal issue presented as to the application of Bill No. 899 and in order to secure uniformity of decision in the future, the case was assigned to the WCAB as a whole for an en banc decision to be binding precedent on all appeals board panels and WCJ’s. (Cal. Code Regs., tit. 8, § 10341; Gee v. Workers’ Comp. Appeals Bd. (2002) 96 Cal.App.4th 1418, 1425, fn. 6 [118 Cal.Rptr.2d 105].)

A majority of the commissioners of the WCAB (four to two) held “that submission orders and orders closing discovery, that issued prior to the enactment of Bill No.

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Rio Linda Union School District v. Workers' Compensation Appeals Board, 31 Cal. Rptr. 3d 789, 131 Cal. App. 4th 517, 70 Cal. Comp. Cases 999, 2005 Daily Journal DAR 8994, 2005 Cal. Daily Op. Serv. 6598, 2005 Cal. App. LEXIS 1177 (Cal. Ct. App. 2005).

31 Cal. Rptr. 3d 789 (Rio Linda Union School District v. Workers' Compensation Appeals Board) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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