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Case Law Database

Access over workers' compensation decisions, including En Banc, Significant Panel Decisions, and writ-denied cases.

Case No. MISSING
Regular Panel Decision

In Re Lyondell Chemical Co.

Mrs. Regina Jahnke sought administrative expense status under Bankruptcy Code Section 1114 for payments due under a prepetition private annuity contract from Lyondell Chemical Company, the successor to her late husband's employer, ARCO Chemical Company. Lyondell contended that the contract was not covered by Section 1114, arguing that the payments were general unsecured claims. The Court, presided over by Bankruptcy Judge Robert E. Gerber, agreed with Lyondell. The Court found that the contract did not qualify as a "plan, fund, or program" under ERISA standards, and furthermore, the benefits were not "retiree benefits" as defined in Section 1114(a). Therefore, Mrs. Jahnke's motion for administrative status was denied, and her claim remained a general unsecured claim.

BankruptcyAdministrative Expense StatusRetiree BenefitsAnnuity ContractEmployee Retirement Income Security Act (ERISA)Chapter 11Unsecured ClaimsContract LawCorporate SuccessionJudicial Interpretation
References
17
Case No. MISSING
Regular Panel Decision

In re Settlement Capital Corp.

Settlement Capital Corporation (SCC) sought court approval, under New York's Structured Settlement Protection Act (SSPA), to acquire $125,000 of a $225,000 annuity payment due to Richard C. Ballos on October 1, 2010. Ballos, a totally disabled father of two, agreed to transfer these rights for a net advance of $36,500, reflecting a 15.591% annual discount rate. The court, presided over by Justice Patricia E. Satterfield, denied the petition after a hearing on April 23, 2003. The decision hinged on a two-pronged test: whether the transfer was in Ballos's 'best interest' and if the transaction terms were 'fair and reasonable.' The court found that Ballos did not demonstrate 'true hardship' given his other income sources and previous transfer of structured settlement payments, concluding it was not in his or his dependents' best interest. Furthermore, the court deemed the 15.591% discount rate, resulting in Ballos receiving only 29% of the transferred amount, unconscionable and not 'fair and reasonable.'

Structured SettlementStructured Settlement Protection Act (SSPA)Annuity TransferDiscount RateBest Interest StandardFair and Reasonable StandardPayee ProtectionFinancial HardshipCourt ApprovalGeneral Obligations Law
References
12
Case No. MISSING
Regular Panel Decision

Board of Trustees of the Sheet Metal Workers Local Union No. 137 Insurance Annuity & Apprenticeship Training Funds v. Vic Construction Corp.

The case involves the Board of Trustees of Sheet Metal Workers Local Union No. 137 Insurance, Annuity and Apprenticeship Training Funds and the Executive Board of Sheet Metal Workers Local Union No. 137 (plaintiffs) suing Vic Construction Corporation and Charles Nalbone (defendants). Plaintiffs alleged that Vic Construction failed to make payments to the Funds in violation of a collective bargaining agreement and ERISA, and that Charles Nalbone operated Vic Construction as his alter ego. The core dispute revolves around an oral settlement agreement made on January 6, 1993, where Nalbone stipulated to an indebtedness of $26,935.26 and personally guaranteed payment. Defendants later refused to sign a written agreement, citing a subsequent Second Circuit decision in Sasso v. Cervoni which reversed a prior ruling regarding individual liability for corporate ERISA obligations. The court ruled that federal common law should govern the validity of the oral settlement agreement in ERISA disputes, rather than New York's Rule 2104 requiring a writing. Applying factors for determining intent to be bound, the court found that the parties intended to be bound by the oral agreement. The defendants' request to rescind the agreement due to a subsequent change in legal interpretation was denied, as a 'poor prediction of events' or changes in judicial interpretation of statutes do not constitute a mistake warranting rescission. Therefore, the plaintiffs' motion to enforce the agreement was granted.

ERISAOral Settlement AgreementContract EnforcementFederal Common LawNew York Civil Practice Law and RulesAlter EgoCorporate LiabilityMistake of LawJudicial InterpretationCollective Bargaining Agreement
References
20
Case No. MISSING
Regular Panel Decision
Sep 23, 1998

Rodgers v. 72nd Street Associates

This opinion details the court's application of CPLR article 50-B for structuring periodic payments of future damages awarded to plaintiffs Frank and Kathleen Rodgers. Following a jury verdict where the Rodgers prevailed in their accident claims against the defendant, the court addressed complex calculations for past and future pain and suffering, lost wages, and annuity losses, accounting for Mr. Rodgers' comparative negligence. Justice Solomon resolved disputes regarding the discounting of lump-sum future awards, determined attorney's fees on periodic payments, and established appropriate discount rates based on actuarial practices and Treasury note rates. The final judgment specifies the amounts for past and future damages, attorney's fees for future payments, and the present value of the annuity contract the defendant is required to purchase.

periodic paymentsCPLR article 50-Bfuture damagesattorney's feeslump-sum awardsdiscount ratesannuity contractcomparative negligencepersonal injurystructured settlements
References
9
Case No. MISSING
Regular Panel Decision

In re the Estate of Green

This proceeding involves an uncontested application for leave to settle and compromise a wrongful death action stemming from a fire on December 4, 1980, which resulted in the death of the decedent, survived by a spouse and three children. The proposed structured settlement totals $5,650,000, comprising a cash payment and annuities purchased through Metropolitan Life Insurance Company, designed to provide guaranteed periodic payments of $37,674,000. The court addresses several issues, including the propriety of attorney's fees, the allocation of annuity costs among beneficiaries based on the Kaiser formula, and potential modifications to equalize shares among the children. The court found the proposed allocation unacceptable as it granted the widow significantly more than her Kaiser share and penalized the children, and also identified drawbacks in the guardian ad litem's suggestion due to its impact on the youngest child from inflation and a substantial reduction in their Kaiser entitlement. The decision concludes by proposing modifications to the guardian's plan, including increasing annual support and adjusting shares between the middle and youngest child, and ultimately remands the matter for reconsideration due to the changes affecting the parties and the widow's annuity.

Wrongful Death SettlementStructured SettlementAnnuity AllocationPecuniary LossDependency PeriodBeneficiary SharesKaiser FormulaGuardian Ad LitemAttorney's FeesEstate Distribution
References
4
Case No. MISSING
Regular Panel Decision

Employers' Mutual Liability Insurance v. McLellan

This motion, brought by a plaintiff insurance carrier and Flying Tigers, Inc., sought to stay payment to defendant John Johnstone. The payment was awarded by Deputy Commissioner McLellan under the Longshoremen’s and Harbor Workers’ Compensation Act for the death of James M. Johnstone. Plaintiffs argued that the Deputy Commissioner's findings on dependency and jurisdiction were erroneous and that they would suffer irreparable harm without a stay due to no provision for repayment under the Act. However, the court found the application inadequate, citing insufficient facts, rebutted dependency claims, and legally insufficient assertions of irreparable injury. Consequently, the motion for a stay of payment was denied.

Longshoremen's and Harbor Workers' Compensation ActWorkers' CompensationStay of PaymentPreliminary InjunctionIrreparable HarmDependencyJurisdictionCompensation AwardPenalty for Non-PaymentInsurance Carrier
References
8
Case No. MISSING
Regular Panel Decision

Williams v. Glass

The petitioner, a paternal grandmother, sought foster care payments for three children who had been in her custody since July 30, 1988, following their placement by the Department of Social Services (DSS). DSS initially provided payments until July 29, 1988, but subsequently denied further funding, asserting that the foster care placement had automatically terminated. The court, in reviewing the Commissioner's determination, held that under the Interstate Compact on the Placement of Children (Social Services Law § 374-a), DSS, as the sending agency, retained jurisdiction and financial responsibility for the children. The court found that the voluntary 'discharge' of the children to the grandmother was an insufficient basis to terminate DSS's ongoing supervisory and financial responsibilities. Consequently, the Commissioner's determination denying foster care payments was annulled, and the petition seeking such payments was granted.

Foster careInterstate CompactSocial Services LawCPLR article 78Judicial reviewAnnulmentChild custodyFinancial responsibilityAgency responsibilityNew York law
References
4
Case No. MISSING
Regular Panel Decision

Trustees of Empire State Carpenters Annuity, Apprenticeship, Labor-Management Cooperation, Pension & Welfare Funds v. Allied Design & Construction, LLC

Petitioners, Trustees of Empire State Carpenters Annuity, Apprenticeship, Labor-Management Cooperation, Pension and Welfare Funds, initiated an action to confirm an arbitration award against Allied Design & Construction, LLC. Allied, bound by a collective bargaining agreement, failed to undergo a payroll audit, leading the Funds to estimate a substantial deficiency in contributions. An arbitrator subsequently awarded the Funds $239,901.47, covering the estimated deficiency, interest, liquidated damages, and various fees. The Funds then sought to have this award confirmed by the District Court and requested additional attorneys' fees and costs incurred during the confirmation process. The District Court granted the petitioners' motions, confirming the arbitration award and ordering Allied to pay an additional $737.50 in attorneys' fees and costs.

Arbitration ConfirmationCollective BargainingDelinquent ContributionsAttorney Fees AwardCourt CostsLabor Management Relations ActFederal Arbitration ActSummary Judgment StandardLodestar CalculationUnion Welfare Funds
References
39
Case No. MISSING
Regular Panel Decision

Claim of Joslin v. City of Albany Fire Department

The claimant appealed a Workers’ Compensation Board decision regarding the method of payment for his hearing loss benefits, specifically challenging the biweekly installment plan. The claimant argued that Workers’ Compensation Law § 49-bb, which governs occupational loss of hearing claims, mandated a different payment method. The court rejected this contention, asserting that Workers’ Compensation Law § 15 (3) (m), which covers schedule awards for hearing losses generally, and § 49-cc, which directs occupational loss of hearing compensation to align with § 15 (3), govern the payment. Consequently, the court affirmed that the claimant was entitled to biweekly scheduled payments, consistent with other schedule loss awards.

Hearing lossWorkers' CompensationOccupational diseaseSchedule awardBiweekly paymentsStatutory interpretationAppealCompensation benefitsWorkers' Compensation Board
References
2
Case No. ADJ558286
Regular
Dec 13, 2010

DEBORAH McCALLUM (Deceased) WINONA McCALLUM vs. AGRO-TECH LANDSCAPE CONTRACTORS, STATE COMPENSATION INSURANCE FUND

This case involves a deceased worker's dependent seeking commutation of future annuity payments to a lump sum due to alleged financial hardship. The Workers' Compensation Appeals Board (WCAB) denied the petition for reconsideration. The WCAB found that even though the judge's ruling on jurisdiction over the annuity company was flawed, the applicant's request was procedurally defective. Specifically, the applicant's interests are intertwined with his sister's, and their payments are managed by a guardian ad litem, preventing the applicant from acting independently.

Workers' Compensation Appeals BoardPetition for ReconsiderationJurisdictionAnnuity Companycommutationlump sumStatute of LimitationsLabor Code section 5804Order Approving Compromise and Release (OACR)dependency claim
References
1
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