State Ex Rel. Montague v. Police & Firemen's Disability & Pension Fund

605 N.E.2d 1009, 78 Ohio App. 3d 661, 1992 Ohio App. LEXIS 5226
CourtOhio Court of Appeals
DecidedOctober 8, 1992
DocketNo. 91AP-525.
StatusPublished
Cited by4 cases

This text of 605 N.E.2d 1009 (State Ex Rel. Montague v. Police & Firemen's Disability & Pension Fund) 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. Montague v. Police & Firemen's Disability & Pension Fund, 605 N.E.2d 1009, 78 Ohio App. 3d 661, 1992 Ohio App. LEXIS 5226 (Ohio Ct. App. 1992).

Opinion

Whiteside, Judge.

This original action in mandamus was originally referred to a referee, but recently such referral was canceled by withdrawing the case from the referee for assignment by the assignment commissioner of this court to a panel of judges. The matter was submitted upon stipulated evidence and the briefs of counsel, and there was no oral argument upon the merits.

Relator, Ted M. Montague, seeks a writ of mandamus ordering respondent Police & Firemen’s Disability & Pension Fund, acting through its board of trustees (“board of trustees”), to vacate and set aside its order denying relator’s application for permanent total disability and ordering respondent to allow said application in its entirety.

The stipulated evidence indicated that relator was a police officer employed by the Toledo Police Department for nearly twenty-four years. In March 1987, relator filed an application for disability retirement to be supported by his attending physicians, Dr. Habusta and Dr. Snyder. By letter dated June 24, 1987, the “assistant director-benefits” of respondent notified relator that the board of trustees had granted relator not permanent total disability benefits but, instead, “maximum partial disability retirement pursuant to Division (C)(3) of Section 742.37 of the Revised Code.” Relator was also notified in that letter that he had a right to appeal this determination within sixty days. The appeal in question was back to the board of trustees. Relator did appeal the initial determination. By letter dated September 30, 1987, from the same person who signed the original letter but now under the title of “retirement supervisor,” relator was notified of the result of his appeal, the letter stating:

“At its recent meeting, the Board of Trustees heard the appeal of its previous decision concerning your application for disability benefits. I write to inform you of the Board’s decision as well as what steps need to be taken to begin the benefit payment.

*664 “BOARD ACTION: The Board of Trustees, after a careful review of the medical evidence, decided not to change its original grant.”

As a result of this determination, relator has been receiving partial disability retirement in the amount of sixty percent of the average of relator’s three years of highest earnings.

Under date of March 9, 1987, one of relator’s attending physicians, Dr. Habusta, rendered a report on respondent’s form DR-3, “attending physician’s report,” in which it is stated that: “Pt. is unable to function in his employment because of pain and weakness — past experience also as heavy equipment operator and carpenter — but unable to do these jobs also.” Under Section 5 of the report, which concludes four possible preprinted choices for the “Attending Physician’s Conclusion and Recommendations,” Dr. Habusta checked the block for:

“The applicant is permanently incapacitated for performance of duty as a (fire fighter) or (police officer). His/her disability is ‘total’ meaning an inability to perform the duties of any gainful occupation for which the applicant is reasonably fitted by training, experience, and accomplishment; provided that absolute helplessness is not a prerequisite of total disability.”

Another attending physician, Dr. Snyder, completed the same report, checking the same box as his opinion. Under the general summary section, Dr. Snyder stated:

“The chronic unremitting pain and instability of his low back prohibit him resuming his duties as a police officer. Most other kinds of work would also in most instances be out of the question.”

Under date of May 19, 1987, a Fund-appointed physician, Dr. Pearson, completed a similar form but checked a different box for his opinion and recommendation, namely one that stated:

“The applicant is permanently incapacitated for performance of duty as a (fire fighter) or (police officer). His/her disability is ‘partial’ and performance of any other gainful occupation would depend upon the occupation in question.”

Dr. Pearson also gave a narrative statement by a letter report dated May 19, 1987, in which he stated: “COMMENT: Because of the chronic nature of his problems, he probably is incapacitated for his usual performance of duty as a police officer.” This narrative report gave no indication as to whether relator could perform some other gainful employment. Under date of August 8, 1987, Dr. Habusta rendered a second report in response to relator’s attorney’s requests for further information. In this report, Dr. Habusta stated:

*665 “Reflecting on the definition of total disability, it is one in which ‘an applicant is permanently incapacitated from performing duty as a fire fighter or a police officer, and unable to perform gainful duties in the occupation in which the applicant is fitted for by training, experience, accomplishments, etc.’ It is my opinion that Mr. Montague fits this description and is permanently and totally disabled.”

Also stipulated was an Industrial Commission decision of December 19, 1986, relative to relator’s work-related injuries indicating that relator did not sustain a new compensable injury on May 27, 1986, but did suffer a recurrence of an injury recognized in a previous claim. The parties stipulated that the foregoing was evidence in this case and represent copies of matters contained within the Police & Firemen’s Disability & Pension Fund file.

R.C. 742.01(F) defines “total disability” as:

“ * * * [I]nability to perform the duties of any gainful occupation for which the member of the fund is reasonably fitted by training, experience, and accomplishments, provided that absolute helplessness is not a prerequisite of total disability.”

R.C. 742.37(C)(2) and (3) provide in pertinent part, as follows:

“Members of the fund * * * shall receive pensions and benefits in accordance with the following provisions:

U * * *

“(2) A member of the fund who is permanently and totally disabled as the result of the performance of his official duties as a member of a police or fire department of a municipal corporation or a fire department of a township shall be paid annual disability benefits until death, payable in twelve monthly installments, in an amount equal to seventy-two percent of his annual salary for the last year he was in the active service of such police or fire department.

“(3) A member of the fund who is partially disabled as a result of the performance of his official duties as a member of a police or fire department of a municipal corporation or a fire department of a township shall, if such disability prevents him from performing those duties and impairs his earning capacity, receive annual disability benefits, payable in twelve monthly installments, in an amount to be fixed by the board. * * * [B]ut in no event shall a benefit paid to such member exceed sixty percent of his average annual salary. * * *”

There appears to be no definition of “partial disability,” although presumably it is a disability which is not total, as defined by R.C. 742.01(F), which prevents the member from performing his duties as a member of the police or fire department and which impairs his earning capacity.

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605 N.E.2d 1009, 78 Ohio App. 3d 661, 1992 Ohio App. LEXIS 5226, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-montague-v-police-firemens-disability-pension-fund-ohioctapp-1992.