TARA SASSAMAN VS. BOARD OF TRUSTEES OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM(PUBLIC EMPLOYEES' RETIREMENT SYSTEM)
A-2543-15T1
| N.J. Super. Ct. App. Div. | Aug 9, 2017Background
- Petitioner Tara Sassaman, a 61-year-old special-education teacher's assistant, was pushed to the floor by a student in July 2012 and immediately felt severe right-shoulder pain.
- Initial x-ray was unremarkable; MRI later showed a rotator cuff tear that was surgically repaired in October 2012; petitioner could not return to work.
- Petitioner applied for accidental disability retirement; the Board denied accidental disability but granted ordinary disability retirement (finding total and permanent disability).
- At the administrative hearing, petitioner's surgeon (Dr. Alberta) testified the tear likely existed before the fall but increased to a full-thickness tear as a result of the fall and substantially caused her disability.
- The Board's orthopedist (Dr. Rosa) testified the full-thickness tear preexisted the fall, showing chronic degeneration and tendon retraction; the fall only increased the tear marginally and produced pain.
- The ALJ credited Dr. Rosa, concluding the fall was not the direct (substantial) cause of the disability; the Board adopted the ALJ's decision. Petitioner appealed; the Appellate Division affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether petitioner proved accidental disability retirement under N.J.S.A. 43:15A-43 — i.e., that the work-related traumatic event was the "direct" (substantial) cause of disability | Sassaman argued the fall was a significant/substantial contributing cause of her disability even if it acted on a preexisting condition | The Board argued medical evidence showed the complete tear and disability were caused by chronic degeneration that preexisted the fall; the fall only slightly worsened the tear | Court held substantial credible evidence supported the Board/ALJ finding the fall was not the substantial cause; accidental disability denied, ordinary disability affirmed |
Key Cases Cited
- Russo v. Bd. of Trs., Police & Firemen's Ret. Sys., 206 N.J. 14 (administrative-review standard; sustain agency unless arbitrary or lacking record support)
- Richardson v. Bd. of Trs., 192 N.J. 189 (elements required for accidental disability retirement)
- Gerba v. Bd. of Trs., 83 N.J. 174 (traumatic event need not be sole cause; must be substantial contributing cause)
- Russo v. Teachers' Pension & Annuity Fund, 62 N.J. 142 (burden on member to prove causal link by preponderance with competent medical evidence)
- In re Taylor, 158 N.J. 644 (appellate court deferential review; not substitute factfinding)
- State v. Locurto, 157 N.J. 463 (principles on appellate review of findings)
- In re Herrmann, 192 N.J. 19 (standards for overturning agency decision)
- Mayflower Sec. Co. v. Bureau of Sec., 64 N.J. 85 (court not bound by agency's legal conclusions)
