Shea v. State, Department of Administration, Division of Retirement & Benefits

267 P.3d 624, 2011 Alas. LEXIS 139, 2011 WL 6450907
CourtAlaska Supreme Court
DecidedDecember 23, 2011
DocketS-13887
StatusPublished
Cited by43 cases

This text of 267 P.3d 624 (Shea v. State, Department of Administration, Division of Retirement & Benefits) is published on Counsel Stack Legal Research, covering Alaska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shea v. State, Department of Administration, Division of Retirement & Benefits, 267 P.3d 624, 2011 Alas. LEXIS 139, 2011 WL 6450907 (Ala. 2011).

Opinion

OPINION

CHRISTEN, Justice.

I. INTRODUCTION

Shirley Shea underwent a medical procedure in 1984 that resulted in intermittent soreness in her legs, back, and pelvic region. She began working for the State of Alaska in 1993, which required her to sit at a desk for prolonged periods of time. Shea's pain began to worsen around 1998, and in 2001 it forced her to leave her job. Shea filed for both nonoccupational and occupational disability benefits, claiming that the periods of prolonged sitting at work aggravated her condition. An administrative law judge found that Shea's medical records indicated that prolonged sitting at work was one of the factors contributing to her chronic pain. But the administrative law judge found that many of Shea's other everyday activities were also "pain triggers." The administrative law judge concluded that because Shea's prolonged sitting at work was "simply one among many contributing factors" to her chronic pain, it was not "of particular causal significance" to her condition. Shea appealed to the superior court, which upheld the administrative law judge's decision. Because Shea must prove only that her employment was a substantial factor-not the substantial factor-in causing her disability, we remand for the administrative law judge to reevaluate the evidence.

II. FACTS AND PROCEEDINGS

It is undisputed that Shea is disabled and had to leave her job with the State of Alaska due to debilitating pain. The sole issue in this case is causation, i.e., whether substantial evidence supports the administrative law judge's (ALJ) conclusion that Shea's employment was not a substantial factor in causing her disability.

A. Facts

1. 1984 to 1993: Initial injury

In 1984, when Shirley Shea was 22 years old, she received an abnormal test result after undergoing a gynecological examination. A cone biopsy was performed as a follow-up procedure. The procedure resulted in damage to nerves in Shea's groin area. The day after the procedure, Shea experienced a great deal of stiffness in her back and lower extremities. The pain subsided, but over the next few years it returned intermittently.

2. 1993 to 2001: State employment

Shea obtained a job with the State of Alaska in 1993 as an eligibility technician in the Department of Health and Social Services' Division of Public Assistance. This position required Shea to spend prolonged periods of time sitting at her desk. Around 1995 to 1996 Shea began experiencing increased achiness in her right leg, hip, and foot, but the pain was not constant and it was no more frequent than before her state employment.

During 1997 and 1998 Shea's pain increased in severity and consistency. She began propping up her feet and using a pillow on her chair at work. Shea's primary care physician, Dr. Alexander Baskous, referred Shea to Dr. Shirley Fraser for a neurological evaluation. Shea told Dr. Fraser that her pain had increased and that "if she takes part in physical activity, the leg gets worse and often will get worse in mid-period and sometimes during her menstrual cycle."

Shea was examined by Dr. Declan Nolan, an orthopedist, in November 1998. Shea told Dr. Nolan that "[she [was] still reasonably *627 functional but the pain bothers her a lot and limits her activities moderately." Dr. Nolan noted that "[the pain seems to have no significant aggravating or alleviating factors."

Shea traveled to the Seripps Clinic in California in July 1999 to see Drs. Peter Sacks and Gary Williams. Dr. Sacks noted that Shea's symptoms "ha[vel become progressively worse over the years." Dr. Williams diagnosed Shea with "trochanteric bursitis." 1

Dr. Baskous referred Shea to Dr. Leon Chandler, a pain specialist at A.A. Pain Clinic in Anchorage, in September 1999. The record does not show that Shea specifically mentioned her work environment as an aggravating factor, but she checked boxes on a pre-examination questionnaire to indicate that the following increased her pain: cold, damp, weather changes, massage, pressure, movement, sleep/rest, sitting, standing, bowel movements, tension, and fatigue. She also checked boxes indicating that heat, sleep, lying down, and distractions decreased her pain.

In January 2000 Shea went to work as an "Eligibility Technician II" in the Fraud Control Unit of the Division of Public Assistance. This position also required Shea to sit at her desk for prolonged periods.

October 2000 records from Dr. Chandler's office show that an aggravating factor for Shea's pain was "sitting" and that relieving factors included pillows, heat, and walking. In December 2000 Shea saw Dr. Jon Slo-cumb, a pelvic pain specialist at the University of Colorado. Dr. Slocumb diagnosed Shea with ilioinguinal neuralgia and recommended nerve block treatments.

Shea notified the State of her need to take medical leave to explore treatment options in July 2001. A few weeks later, Dr. Dale Trombley completed a physician's statement for the Division of Retirement and Benefits on Shea's behalf. He explained that "prolonged sitting or standing causes [Shea's] pain to increase." Shea filed an application for Public Employees' Retirement System (PERS) disability benefits on August 22, indicating on the form that she was only applying for "Nonoccupational Disability Benefits. 2 Under "Cause of disability," Shea wrote: "The nerve damage is believed to be from surgery 11-15-84 and Trochanteric bursitis from nerve damage of the Tlioinguinal Neuralgia."

Shea met with Dr. Joella Beard in October 2001 to get a disability evaluation for an impairment rating. Dr. Beard, a specialist in physical medicine and rehabilitation, noted that the "things that make [Shea's] pain worse are sitting, standing, walking, exercise, bending forward or backwards, cold and stairs. Things that reduce the pain are lying down, pain pills, heat. She does feel the pain is getting worse as she gets older."

Shea exhausted her Family and Medical Leave Act benefits in October 2001 and her Alaska Family Leave Act benefits in November 2001, but she was still unable to return to work due to pain. Shea was notified that she was being "separated" from her job with the State in December 2001 because of her "inability to return to work."

3. 2002 to 2005: Application for disability benefits

On January 31, 2002, the Director of the Division of Retirement and Benefits sent Shea a letter deferring her application for nonoceupational disability benefits because the Division's retained expert, Dr. William Cole, opined that there were still medical options available to her. Shea obtained let *628 ters from her own physicians explaining why Dr. Cole's proposed treatment options were inappropriate for her.

On May 2, 2002, Shea was seen by a new physician, Dr. John Ravits, for a neurological consultation. Dr. Ravits recorded Shea's pain triggers much as her other care providers described them. 3

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Bluebook (online)
267 P.3d 624, 2011 Alas. LEXIS 139, 2011 WL 6450907, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shea-v-state-department-of-administration-division-of-retirement-alaska-2011.