Weiss v. Union Central Life Insurance

65 F. App'x 347
CourtCourt of Appeals for the Second Circuit
DecidedMay 9, 2003
DocketDocket No. 02-7952
StatusPublished
Cited by1 cases

This text of 65 F. App'x 347 (Weiss v. Union Central Life Insurance) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weiss v. Union Central Life Insurance, 65 F. App'x 347 (2d Cir. 2003).

Opinion

SUMMARY ORDER

THIS SUMMARY ORDER WILL NOT BE PUBLISHED IN THE FEDERAL REPORTER AND MAY NOT BE CITED AS PRECEDENTIAL AUTHORITY TO THIS OR ANY OTHER COURT, BUT MAY BE CALLED TO THE ATTENTION OF THIS OR ANY OTHER COURT IN A SUBSEQUENT STAGE OF THIS CASE, IN A RELATED CASE, OR IN ANY CASE FOR PURPOSES OF COLLATERAL ESTOPPEL OR RES JUDICATA.

_ At a stated term of the United States Court of Appeals for the Second Circuit, held at the United States Courthouse, Foley Square, in the City of New York, on the 9th day of May, Two Thousand and Three.

UPON DUE CONSIDERATION, IT IS HEREBY ORDERED, ADJUDGED, AND DECREED that the order of the United States District Court for the Eastern District of New York entered July 18, 2002, which denied plaintiff-appellant lian Weiss’s motion pursuant to Fed.R.Civ.P. 59(e) to amend the court’s judgment of April 23, 2002 so as to award Weiss a refund of insurance premiums paid to defendant-appellee Union Central Life Insurance (“Union Central”) is hereby VACATED AND REMANDED.

In 1997, Ban Weiss, who for many years had worked as a design engineer, sued Union Central for breach of contract stemming from the insurer’s refusal to pay benefits due and owed under a 1989 disability policy after Weiss lost his vision. In an amended complaint, Weiss added a second cause of action for waiver of premiums from February 27, 1995, the date he became totally disabled, through the rest of his life. This was premised on a “Waiv[349]*349er of Premium” provision in the insurance policy, which states that “[t]he qualifying period for premium waiver is 90 consecutive days of total disability. After 90 days, we will waive any premium on this policy as it comes due, until the total disability ends. We will also refund any premium you paid on or after the date you became totally disabled.” Insurance Policy dated 5/1/89, Part III at 5.

When the case went to trial in early December 2000, the only disputed factual issue was the date by which Weiss was rendered totally disabled by the complete loss of his vision. In response to a series of interrogatories, the jury concluded that Weiss first lost the complete use of both eyes in February 1995, which finding meant that (1) his notice of disability, dated January 31,1995 and received by Union Central on March 14, 1995, was timely, such that Weiss was entitled to benefits under the policy; and (2) Weiss had no obligation to make premium payments after February 1995.

The parties did not present any questions to the jury regarding damages, presumably because any award to plaintiff involved straightforward mathematical calculations under the policy. Instead, following the jury’s verdict, the court asked the parties to perform those calculations and to submit a proposed judgment. On December 20, 2000, Weiss submitted both a proposed judgment and bill of costs. The judgment provided for an award of past benefits and interest from February 28, 1995 through December 27, 2000 of $722,562.14; future monthly benefits as provided in the policy; and a “[rjefund of premiums paid for the period following plaintiffs onset of disability on February 28, 1995 in the amount of $42,568.04.” Judgment entered 12/29/00 at 113.

On December 21, 2000, Weiss’s proposed judgment was “approved as to form” by the district court and entered on the docket on December 29, 2000. On January 24, 2001, Union Central filed a notice of appeal from this judgment.1 In its brief to this court, Union Central argued that: (1) the evidence was insufficient to establish Weiss’s timely notice of disability; and (2) Union Central was entitled to summary judgment, judgment as a matter of law, or, in the alternative, a new trial. It did not challenge either the judgment’s benefits award or its refund of premiums. This court rejected Union Central’s arguments and, by summary order dated January 29, 2002, ruled that “the judgment of the district court is hereby AFFIRMED.” Weiss v. Union Central Life Ins. Co., 28 Fed. Appx. 87, 2002 U.S.App. LEXIS 1680 (2d Cir.2002).

Within days of this court’s mandate, the parties returned to the district court. Weiss apparently submitted a supplemental judgment awarding him additional benefits and interest for the period between the December 29, 2000 judgment and the present. Union Central submitted its own judgment with updated benefits and interest calculations, which it proposed to substitute for the December 29, 2000 judgment. Indeed, Union Central submitted that since that judgment had been approved “as to form only,” the district court should now consider the insurer’s continuing objections to amounts awarded therein, specifically, the refund of premiums and certain costs. Letter to Hon. Jacob Mishler dated 3/11/02. As to the former, Union Central asserted that plaintiffs failure to litigate the question of a premium refund at trial barred it from recovering the amounts demanded. In response, Weiss agreed that it would be preferable to sub[350]*350stitute a single updated judgment for the December 29, 2000 award rather than to attempt to supplement the latter, but he disputed Union Central’s objections to a refund of premiums. Weiss noted that the amended complaint referred to the policy’s waiver of premium provision. Moreover, he submitted that there was no disputed question of fact regarding his payment of premiums after February 25, 1995, that would have required jury resolution.

On April 22, 2002, the district court issued a one-sentence order directing the court clerk to enter the judgment proposed by Union Central, which the clerk did on April 28, 2002. Weiss promptly moved pursuant to Fed.R.Civ.P. 59(e) to amend the new judgment to restore the refund of premiums award. Again, Union Central opposed any refund of premiums, arguing that Weiss’s failure to seek the return of these monies before or during trial barred him from pursuing these damages.

When illness prevented the district judge who had thus far handled the case from reviewing the motion to amend, the matter was referred to Judge Seybert who, on July 18, 2002, declined to amend the judgment, finding Weiss’s motion unsupported by any newly discovered evidence or exceptional circumstances.

A motion to amend a final judgment pursuant to Fed.R.Civ.P. 59(e) must be filed within ten days of entry and will generally not be granted unless the moving party can point to facts or controlling decisions overlooked by the court. See generally Schrader v. CSX Transp., Inc., 70 F.3d 255, 257 (2d Cir.1995). Appellate review is highly deferential and reversal warranted only for abuse of discretion. See Devlin v. Transp. Communications Int'l Union, 175 F.3d 121, 131-32 (2d Cir. 1999).

The record in this case, however, does not permit us to conduct even this highly deferential review because it does not indicate whether the parties alerted Judge Seybert to certain critical background facts and circumstances, specifically, to the fact that the April 2002 judgment, which did not award a refund of premiums, supplanted a December 2000 final judgment, which did contain such an award.

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Bluebook (online)
65 F. App'x 347, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weiss-v-union-central-life-insurance-ca2-2003.