State Ex Rel. Bruce v. State Teachers Retirement Board

795 N.E.2d 110, 153 Ohio App. 3d 589, 2003 Ohio 4181
CourtOhio Court of Appeals
DecidedAugust 7, 2003
DocketNo. 02AP-1059 (REGULAR CALENDAR).
StatusPublished
Cited by13 cases

This text of 795 N.E.2d 110 (State Ex Rel. Bruce v. State Teachers Retirement Board) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
State Ex Rel. Bruce v. State Teachers Retirement Board, 795 N.E.2d 110, 153 Ohio App. 3d 589, 2003 Ohio 4181 (Ohio Ct. App. 2003).

Opinion

Deshler, Judge.

{¶ 1} Relator, Deborah S. Bruce, has brought this original action seeking a writ of mandamus ordering respondent, State Teachers Retirement Board of Ohio (“STRB”), to vacate its decision denying her application for disability retirement benefits and to enter a decision granting her application.

{¶ 2} Pursuant to Civ.R. 53(C) and Local R. 12(M) of the Tenth District Court of Appeals, this matter was referred to a magistrate of this court who examined the evidence and issued a decision, including findings of fact and conclusions of law. The magistrate rendered a decision recommending that this court grant a limited writ of mandamus, ordering respondent STRB to vacate- its decision denying relator’s application for disability retirement and to reconsider the evidence as outlined in the magistrate’s decision and enter a new decision that either grants or denies relator’s application. (Attached as Appendix A.) Both relator and respondent have filed objections to the magistrate’s decision. The matter is now before this court for independent review.

{¶ 3} Respondent’s objections assert that the magistrate, in concluding that respondent must vacate its decision denying disability and reconsider the matter, inappropriately chose to reweigh the medical evidence relied upon by STRB in reaching its decision, rather than considering the matter under an abuse-of-discretion standard. The pertinent part of the magistrate’s decision is that which found an abuse of discretion with respect to STRB’s consideration of a report by Dr. John A. Larry, to whom relator was referred by STRB for examination to determine relator’s cardiac situation. Dr. Larry’s report opined that relator was disabled due to a combination of chronic-fatigue syndrome and frequent episodes of syncope, caused by abnormal venous pooling and postural orthostatic tachycardia syndrome. Dr. Larry concluded that “[d]ue to the combination of these two illnesses, it seems unlikely she is able to teach in a classroom for an eight hour day.”

{¶ 4} The magistrate noted that STRB emphasized the eight-hour-day criterion cited in Dr. Larry’s report and explained in its decision that the report could not be taken to establish that relator was incapable of part-time work, which was typical of her service prior to ceasing work. The magistrate’s conclusion was that the STRB decision constituted an abuse of discretion because it rewrote Dr. Larry’s disability opinion to give it significance and effect that was beyond the *592 scope of the report, particularly because there was no indication that Dr. Larry had been asked to opine upon relator’s ability to work a less than eight-hour day. Since STRB stated its intent to consider Dr. Larry’s report, the magistrate concluded that STRB either misconstrued the report or, if it intended not to rely on the report at all, failed to obtain the additional cardiac examination that it had earlier determined to be necessary. The magistrate concluded that STRB could not, without a more fully developed explanation on the record, determine that a review of relator’s disability application required the appointment of an independent examiner to ascertain relator’s cardiac status, then either misconstrue that report or reject it and rely solely upon prior medical evidence previously found to be incomplete.

{¶ 5} Respondent’s objections to the magistrate’s decision assert that the magistrate erroneously found that STRB should be bound by the recommendation of Dr. Larry, rather than considering the medical record as a whole. Respondent asserts that it is the statutory duty of STRB to weigh the medical evidence and that the magistrate should not reweigh that evidence when reviewing the matter.

{¶ 6} We find these objections to be without merit. The magistrate’s decision clearly explains its rationale and does not constitute a reweighing of the evidence but, rather, concludes that STRB, once it had found that additional cardiac assessment of relator was necessary, could not entirely reject that subsequent cardiac assessment or interpret it in a manner directly contrary to its plain wording. This does not constitute a reweighing of the evidence but, rather, a proper review of whether STRB abused its discretion in reaching its conclusion that relator was not entitled to a disability claim. Respondent’s objections are accordingly overruled.

{¶ 7} Relator’s objections to the magistrate’s report submit the converse proposition to that presented by respondent. Relator asserts that the magistrate should, based upon the evidence before STRB, recommend issuance of a writ of mandamus instructing respondent to enter a new decision granting disability retirement to relator. We find that relator’s objections in fact invite us to weigh the evidence in the impermissible manner objected to by respondent. ‘Where the evidence before the Board is conflicting, a court cannot substitute its judgment for that of the decision-making body and find an abuse of discretion.” State ex rel. Ruby v. State Teachers Retirement Sys. (Dec. 6, 1989), Summit App. No. 13844, 1989 WL 147983; see, also, State ex rel. McMaster v. School Emp. Retirement Sys. (1994), 69 Ohio St.3d 130, 630 N.E.2d 701. The magistrate’s conclusion was not that the evidence could only be weighed so as to give an outcome favorable to relator, but that the STRB, in assessing the evidence before it, must do so consistently with its prior determinations when reviewing conflict *593 ing evidence. The present posture of this case does not call for us to substitute our judgment for that of STRB in resolving these conflicts. Relator’s objections to the magistrate’s report are accordingly overruled.

{¶ 8} In summary, following an independent review of the record pursuant to Civ.R. 53, we find that the magistrate has properly determined the pertinent facts and applied the relevant law thereto. We therefore adopt the magistrate’s decision as our own, including the findings of fact and conclusions of law therein. In accordance with the magistrate’s decision, having overruled both relator’s and respondent’s objections, a limited writ of mandamus will issue ordering respondent to vacate its decision denying relator’s application for disability retirement, and, in a manner consistent with this decision and the magistrate’s decision, enter a new decision that either grants or denies relator’s application.

Objections overruled and limited writ granted.

Bowman and Klatt, JJ., concur. Dana A. Deshler, Jr., J., retired, of the Tenth District Court of Appeals, sitting by assignment.

APPENDIX A

MAGISTRATE’S DECISION

Rendered on March 31, 2003

IN MANDAMUS

{¶ 9} In this original action, relator, Deborah S. Bruce, requests a writ of mandamus ordering respondent, State Teachers Retirement Board of Ohio (“STRB”), to vacate its decision denying her application for disability retirement benefits and to enter a decision granting her application.

Findings of Fact:

{¶ 10} 1. On January 6, 2000, relator, who is a member of the State Teachers Retirement System of Ohio (“STRS”), filed with STRS a disability retirement application. Relator had been employed as a high school English teacher with the Stow-Munroe Falls City Schools.

{¶ 11} 2.

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Bluebook (online)
795 N.E.2d 110, 153 Ohio App. 3d 589, 2003 Ohio 4181, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-bruce-v-state-teachers-retirement-board-ohioctapp-2003.