Smith v. Trailways, Inc.

713 P.2d 557, 103 N.M. 741
CourtNew Mexico Court of Appeals
DecidedJanuary 7, 1986
Docket8299
StatusPublished
Cited by13 cases

This text of 713 P.2d 557 (Smith v. Trailways, Inc.) is published on Counsel Stack Legal Research, covering New Mexico Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Trailways, Inc., 713 P.2d 557, 103 N.M. 741 (N.M. Ct. App. 1986).

Opinion

OPINION

BIVINS, Judge.

In his second amended complaint, plaintiff sought, under the first count, worker’s compensation and related benefits from his employer, Trailways, Inc., and its carrier, Liberty Mutual Insurance Company (hereinafter “employer”). Plaintiff sought, under the second count, relief from the subsequent injury fund (“Fund”), pursuant to the Subsequent Injury Act, NMSA 1978, Sections 52-2-1 through -13. From a judgment awarding plaintiff total disability and apportioning liability after the first eight weeks, one-half to the employer and one-half to the Fund, the Fund appeals. Plaintiff and the employer cross-appeal.

The Fund raises two issues on appeal:

1. Whether the worker has the burden of proving the extent of liability of the Fund and, if so, whether plaintiff carried that burden in this case.

2. What is the proper basis for apportionment of liability between the Fund and an employer under the Subsequent Injury Act.

In its cross-appeal, the employer raises the same issue as number 2 above, and in addition:

3. Whether the trial court erred in failing to find that plaintiff suffered no permanent increase in disability attributable to the second injury alone and that the entire increase in his disability was attributable to the aggravation of his pre-existing condition.

Finally, plaintiffs cross-appeal challenges the award of attorney’s fees, raising the issue:

4. Whether the trial court abused its discretion by failing to consider fully all necessary factors in awarding attorney’s fees.

We hold that while the party seeking relief against the subsequent injury fund, herein plaintiff, must carry the initial burden to show entitlement to recovery from the Fund, the burden of proving apportionment between the employer and the Fund should be borne by the employer, not the worker. We set out the method of apportioning liability between the employer and the Fund and, because this method was not followed, remand for new findings of fact and conclusions of law on that issue. We hold that the evidence will support an apportionment between the employer and the Fund, thereby rejecting the employer’s claim to the contrary. Finally, we affirm the trial court’s award of attorney’s fees as being within the criteria laid out by the New Mexico Supreme Court.

FACTS

Plaintiff, a bus driver, has had a long history of back problems. For a catalog of plaintiff’s prior back injuries, including surgery, from 1974 to December 1978, see Smith v. Trailways Bus System, 96 N.M. 79, 628 P.2d 324 (Ct.App.1981). In that earlier case, the trial court awarded plaintiff 25% partial permanent disability due to a December 6, 1978 accidental injury. Plaintiff was receiving benefits based on that award when he brought the current action. We pick up where Smith ends.

This claim is based on three accidental injuries occurring in December 1980, February 1982, and May 1983. Plaintiff called one medical expert, Dr. Barry Marón. Defendants offered no medical proof, relying on the testimony of Dr. Marón.

Dr. Marón said that as a result of the December 6, 1978 accidental injury, Smith, plaintiff had a traumatic cervical syndrome, for which he assigned 15 to 20% permanent physical impairment, and had a degenerative disc problem, for which he assigned 25 to 35% permanent physical impairment. According to the evidence, plaintiff suffered a work-related injury in December 1980, while lifting an eighty-pound package. In February 1982, plaintiff sustained a work-related accidental injury while leaning over a suitcase. As to these two accidents, Dr. Marón said that while the injuries aggravated plaintiff’s existing back problem, they were temporary and that plaintiff’s back, after a period, reverted to the prior condition with the same impairment.

In May 1983, plaintiff felt a tearing sensation above the site of his spinal fusion while lifting a box. He experienced pain after this accident which was different than that he had felt up to that point. The pain, which previously had been tolerable, became severe. Although plaintiff returned to his duties as a driver, he had to stop to stretch numerous times during a trip. When he had to stop working, the employer put him on sick leave. In March 1984, he requested, due to financial needs, that Dr. Marón release him to return to work. Dr. Marón agreed, but the employer’s doctor rejected plaintiff. In May 1984, the employer allowed plaintiff to try to drive to El Paso and back. Due to pain, plaintiff made only one trip. The employer offered plaintiff a job as dispatcher. He worked a ten-to-twelve-hour shift during which he could either sit or walk around, as he chose. Because of pain, this job lasted only six days. Dr. Marón then recommended that plaintiff be medically retired.

The trial court found plaintiff temporarily totally disabled for a period of three weeks and three days following the December 1980 accidental injury, and temporarily totally disabled for seven weeks and four days following the February 1982 accidental injury. It also found that prior to the May 1983 accidental injury, plaintiff had fully recovered from the two previous accidents and had suffered no physical limitations or disability as a result of these two accidents. With the exception of the short periods of temporary total disability, the trial court found plaintiff remained 25% partially permanently disabled until May 19, 1983, although he could perform well enough to retain his employment as a bus driver. The trial court also found that prior to May 19, 1983, plaintiff had a permanent impairment of his lower back of between 25 and 35% and to his cervical region of between 8 and 10%.

The trial court found that, as a result of the May 19,1983 accidental injury, plaintiff was totally and permanently disabled and that the disability is materially and substantially greater than that which would have resulted from the May 19, 1983 injury alone.

After ordering employer to pay temporary total disability for the two earlier accidents, medical and related expenses, the trial court ordered payment of total permanent disability, less credit for payments made pursuant to Smith. The trial court then ordered recovery by employer from the Fund of 50% of the benefits, after payment of the first eight weeks. Medical expense, vocational rehabilitation and attorney’s fees were ordered paid equally by the employer and the Fund.

DISCUSSION

1. Which party has the burden of proving the extent of liability of the Fund?

We answer the question by first discussing the elements necessary to justify recovery against the Fund, the party or parties which bear the burden of proving those elements, and then decide which party bears the burden of proving apportionment between the employer and the Fund, in the event the Fund becomes liable.

In Ballard v. Southwest Potash Corp., 80 N.M. 10, 450 P.2d 448

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Bluebook (online)
713 P.2d 557, 103 N.M. 741, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-trailways-inc-nmctapp-1986.