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

Case No. 03-05-00837-CV
Regular Panel Decision
Dec 23, 2008

Diana Foster v. Texas Retirement System, Trustee for Texas Public Retired School Employees Group Insurance Program Aetna Life Insurance Company And Aetna Health Management, LLC

Diana Foster, a retired teacher, sued the Teacher Retirement System of Texas (TRS) and its insurance administrators, Aetna, after her claim for intravenous immune globulin infusion therapy (IVIG) was denied. She asserted claims for breach of contract, breach of the duty of good faith and fair dealing, violations of the insurance code, and deceptive trade practices, along with a request for declaratory judgment. The trial court granted appellees' pleas to the jurisdiction, dismissing the lawsuit without prejudice, citing sovereign immunity. Foster appealed, arguing her declaratory judgment claim was not barred, legislative immunity was waived, the administrative procedures act provided for judicial review, and Aetna was not protected by sovereign immunity. The appellate court affirmed the trial court's dismissal, finding that sovereign immunity applied to TRS and, by extension, to Aetna as its agent, and that Foster's claims did not fall under any exceptions for judicial review or waiver of immunity.

Sovereign ImmunityGovernment AgencyInsurance DisputeDeclaratory JudgmentAdministrative Procedures ActAgency AdjudicationJudicial ReviewBreach of ContractDuty of Good Faith and Fair DealingDeceptive Trade Practices Act
References
26
Case No. 02-14-00084-CV
Regular Panel Decision
Dec 11, 2014

William D. Layton v. City of Fort Worth, City of Fort Worth Employees' Retirement Fund, and Board of City of Fort Worth Employees' Retirement Fund

Appellant William D. Layton sued the City of Fort Worth and its retirement entities after his disability benefits were terminated. The trial court granted the defendants' plea to the jurisdiction, which Layton appealed. The appellate court affirmed, holding that no statute provided a right to judicial review of the Board’s order terminating disability benefits. Furthermore, Layton had no vested property right in the benefits, and his due course of law claim seeking reinstatement of benefits would improperly control the Board's discretionary decision-making, thus implicating governmental immunity.

Disability BenefitsGovernmental ImmunityPlea to JurisdictionJudicial ReviewVested Property RightsDue Course of LawMunicipal Retirement SystemAdministrative OrderDiscretionary AuthorityTexas Constitution
References
37
Case No. MISSING
Regular Panel Decision
Jun 11, 1990

Waldeck v. New York City Employees' Retirement System

A New York Supreme Court panel reversed a lower court's decision that had granted a deferred retirement allowance to a Department of Sanitation employee, Barbaro. Barbaro, a member of NYCERS since 1969, sought a deferred retirement allowance in July 1989, with an intended retirement date of August 18, 1989. However, he was dismissed on August 17, 1989, for soliciting unlawful payments. The appellate court determined that his dismissal occurred prior to his intended retirement date, thereby rendering him ineligible for the vested retirement allowance under Administrative Code § 13-173.1. The court clarified that the effective date of discharge was when the Commissioner signed the termination letter, irrespective of the date for commencing an appeal.

Retirement AllowancePublic EmployeeDismissalVestingAdministrative LawCivil ServiceNew York CityDepartment of SanitationAppellate ReviewEmployment Law
References
1
Case No. MISSING
Regular Panel Decision

Barbaro v. New York City Employees' Retirement System

The court addressed two consolidated CPLR Article 78 proceedings concerning whether petitioners' dismissal from the Department of Sanitation was effective prior to the vesting of their deferred retirement allowances. Petitioners, Waldeck and Barbaro, applied for the allowance, which vests if an employee is not dismissed within 30 days of application. Respondents, the Department of Sanitation and New York City Employees’ Retirement System, contended that petitioners were dismissed before the vesting date. The court found discrepancies in the dismissal documentation, a lack of explanation from a key witness (Commissioner Sexton), and insufficient proof that the dismissal notices were properly served according to Civil Service Law § 76. Consequently, the court concluded that the dismissals were not effective by the critical date, entitling petitioners to their vested retirement allowances.

Deferred Retirement AllowanceAdministrative DismissalCPLR Article 78Vested RightsDue ProcessService of NoticeCivil Service LawPublic EmployeesDepartment of SanitationNew York City Employees’ Retirement System
References
0
Case No. 03-98-00617-CV
Regular Panel Decision
Jul 15, 1999

Deborah K. Nordyke v. Employees Retirement System of Texas

Deborah K. Nordyke, a licensed vocational nurse, applied for occupational disability retirement benefits from the Employees Retirement System of Texas (ERS) after an on-the-job injury. Her application was denied by the ERS medical board, which found no permanent incapacity, a decision later upheld by an Administrative Law Judge and the trial court. Nordyke appealed to the Third District Court of Appeals in Austin, raising issues regarding the sufficiency of evidence and the validity of an ERS administrative rule defining "incapacity from the further performance of duty." The appellate court reviewed the medical evidence presented, which indicated a lack of objective proof for permanent disability. The court affirmed the trial court's judgment, concluding that the ERS's denial was supported by substantial evidence and that the administrative rule was a reasonable and valid exercise of statutory authority, aligning with the legislative intent for disability retirement.

Occupational DisabilityOn-the-Job InjuryAdministrative LawJudicial ReviewSubstantial EvidenceMedical Board DecisionPermanent DisabilityVocational NurseGovernment Employee BenefitsTexas Appellate Court
References
12
Case No. MISSING
Regular Panel Decision

Cravotta v. New York City Employees' Retirement System

The petitioner, a New York City sanitation worker, sustained a knee injury after allegedly slipping on a sanitation truck step contaminated by a slippery substance from a dump site. His application for accidental disability retirement benefits from the New York City Employees’ Retirement System (NYCERS) was denied, as his injury was not deemed an "accident" under Retirement and Social Security Law § 605-b. The petitioner challenged this determination, but both the Supreme Court and the appellate court affirmed the denial. The courts found that the injury occurred during routine duties and was not so extraordinary or unexpected as to constitute an accidental injury.

Accidental disabilityRetirement benefitsSanitation workerKnee injurySlipping accidentRoutine dutiesNYCERSAdministrative determinationJudicial reviewAnnulment petition
References
7
Case No. MISSING
Regular Panel Decision

Leary v. New York City Employees' Retirement System

Dorothy Leary, a part-time junior public health nurse for the New York City Department of Health and Mental Hygiene, injured her left knee after slipping on stairs due to wet shoes from snow outside. Her application for disability retirement benefits was denied by the Board of Trustees of the New York City Employees’ Retirement System, following a recommendation from the Medical Board that her injuries were not sustained as an 'accident' under Retirement and Social Security Law § 605. Leary challenged this determination through a CPLR article 78 proceeding, which the Supreme Court initially denied. However, the appellate court reversed this judgment, granted Leary's petition, annulled the Board's determination, and remitted the matter for further proceedings, concluding that her fall constituted an accident.

Workers' CompensationDisability RetirementPublic Health NurseSlip and Fall InjuryAccident DefinitionCPLR Article 78Medical Board ReviewAppellate ReversalRetirement and Social Security LawKings County Supreme Court
References
7
Case No. MISSING
Regular Panel Decision

Smith v. New York State & Local Retirement Systems

Petitioner, a taxpayer services representative, sustained a back injury in March 1981 while lifting forms, leading to a decline in attendance and eventual termination in November 1989. She applied for accidental and ordinary disability retirement benefits, both of which were denied by the Comptroller. The accidental disability claim was denied because the incident was not deemed an 'accident' under Retirement and Security Law § 63. The ordinary disability claim was denied as untimely, having been filed approximately six months after her termination, exceeding the 90-day limit stipulated by Retirement and Social Security Law § 62. The Supreme Court dismissed the challenge to the ordinary disability denial due to untimeliness and transferred the accidental disability challenge to this Court. This Court confirmed the Comptroller's determination on both counts, rejecting the petitioner's estoppel argument regarding the untimely ordinary disability application and finding substantial evidence to support the finding that the injury did not constitute an 'accident' within the meaning of the relevant law, as it resulted from ordinary employment duties without an unexpected event.

Disability Retirement BenefitsAccidental DisabilityOrdinary DisabilityUntimely ApplicationEstoppel Against GovernmentWork-Related InjuryBack InjuryDefinition of AccidentOrdinary Employment DutiesSubstantial Evidence Review
References
16
Case No. Index No. 159601/16 Appeal No. 15885 Case No. 2021-02096
Regular Panel Decision
May 05, 2022

Matter of Nespoli v. Board of Trustees of the N.Y. City Employees' Retirement Sys.

Petitioners, members of NYCERS and other New York City retirement systems, were initially placed in Tier 4 after being hired as uniformed sanitation workers post-April 1, 2012. In 2016, NYCERS reclassified them from the Tier 4 Sanitation 20-Year retirement plan (SA-20) to the revised Tier 3/Tier 6 Sanitation 22-Year retirement plan (SA-22), citing an error. The Supreme Court denied the petitioners' request to annul this determination. The Appellate Division, First Department, affirmed this judgment, concluding that the reclassification was not an error of law, nor did it violate the New York State Constitution, as petitioners were never contractually entitled to SA-20 benefits. The court also rejected the argument for equitable estoppel, noting NYCERS' statutory mandate to correct administrative errors.

Retirement benefitsPublic employeesReclassificationNew York City Employees' Retirement SystemTier 4Tier 3/Tier 6Sanitation 20-Year retirement planSanitation 22-Year retirement planRetirement and Social Security LawCPLR article 78
References
5
Case No. 03-03-00199-CV
Regular Panel Decision
Jan 08, 2004

Valentine Cantu, Maria Padilla, Carolyn Chatham, Suzanne Hoog-Watson and George Denton v. Texas Workforce Commission and Employees Retirement System of Texas

This case, heard by the Texas Court of Appeals, Third District, involves an appeal from a summary judgment in a suit alleging age discrimination under the Texas Commission on Human Rights Act. Appellants, former employees of the Texas Workforce Commission, claimed they were terminated due to age and that the Employees Retirement System of Texas misinterpreted a government code section regarding early retirement benefits. The Court of Appeals affirmed the district court's summary judgment, concluding that the appellants failed to establish a prima facie case of age discrimination and that the Retirement System's interpretation of former government code section 814.1041(b) was correct. The court also found no abuse of discretion in denying attorney's fees or excluding evidence.

Age discriminationSummary judgmentTexas Commission on Human Rights ActRetirement benefitsGovernment code interpretationStatutory constructionLegislative intentDisparate impactPretext methodPrima facie case
References
28
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