State v. Jordan
249 Or. App. 93
Or. Ct. App.2012Background
- Defendant pled guilty to second-degree assault and DUII for driving under the influence and causing serious injuries to the victim.
- Victim spent six months in the hospital and underwent multiple surgeries for brain injury; restitution was ordered in a supplemental judgment totaling $887,793.
- Restitution included $204,426 to the victim and his spouse and $673,367 to Providence Health Plans to satisfy its lien for medical expenses.
- Dispute centered on whether the state's evidence established economic damages under ORS 137.106 and ORS 31.710; the court defined economic damages and applicable exclusions.
- Providence Health Plans’ lien ledger was challenged as fair evidence of reasonable charges necessarily incurred; the issue of insurer liens’ adequacy was undecided and not plain error.
- The court also considered forecasted future expenses (Exhibit 2) and lost income, applying statutory standards for objectively verifiable and necessary incurred costs.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Providence lien sufficiency to support restitution | State contends lien ledger reflects reasonable charges necessarily incurred. | Jordan argues the lien amounts, especially a large item, are not shown as reasonable charges necessarily incurred. | Issue not plain error; ledger sufficiency undecided; court declines to rule on admissibility of the lien amount for restitution. |
| Forecasted economic damages are objectively verifiable | Exhibit 2 items (24 future expenses) are objectively verifiable and reasonably incurred. | Some items (naturopathic care, organic foods, conservatorship, etc.) are not reasonably incurred or objectively verifiable. | Some specific items preserved; trial court findings supported; generally reasonable and verifiable for those challenged. |
| Necessity and reasonableness of naturopathic/organic expenses | Evidence shows these expenses were necessary due to brain injury and supported as objectively verifiable. | Evidence insufficient to prove necessity or reasonableness of naturopathic/organic costs. | Court found evidence from victim's wife adequate to support necessity; appropriately upheld for those items. |
| Lost income as of the date of restitution determination | Victim’s lost income should be compensated up to determination date. | Lost income beyond the plea date may not be recoverable as economic damages. | Court rejected defendant’s broad challenge; restitution for lost income as of the court’s determination date was proper. |
| Timing and scope of restitution beyond the plea date | Full economic damages as determined by the court include items identified and assessed later. | Limit restitution to damages determined as of the plea date or within the agreed window. | Court held that full damages are determined by the court’s later determination; future losses up to the determination date are compensable. |
Key Cases Cited
- State v. Edson, 329 Or. 127 (Or. 1999) (establishes restitution framework: damages, pecuniary damages, causal link)
- State v. Thompson, 231 Or. App. 193 (Or. App. 2009) (full restoration of economic damages unless victim consents to lesser amount)
- State v. Steckler, 236 Or. App. 524 (Or. App. 2010) (necessity standard for expenses arising from crime)
- State v. Carson, 238 Or. App. 188 (Or. App. 2010) (appellate deferential standard to trial court findings on restitution)
- DeVaux v. Presby, 136 Or. App. 456 (Or. App. 1995) (objective verification standard for damages not needing meticulous itemization)
- White v. Jubitz Corp., 219 Or. App. 62 (Or. App. 2008) (medical bills alone do not establish necessity of treatment for economic damages)
- Ford v. SAIF, 7 Or. App. 549 (Or. App. 1972) (discussion of lost income vs. impairment of earning capacity)
- Wyatt, 331 Or. 335 (Or. 2000) (plain error review and preservation standards on appeal)
