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Newell v. Out of the Woods, Inc.

Court of Appeal of Louisiana, First Circuit
Apr 8, 1998
711 So. 2d 800 (La. Ct. App. 1998)

Summary

In Newell v. Out of the Woods, Inc., 97-1287 (La.App. 1 Cir. 4/8/98), 711 So.2d 800 the worker's compensation judge had interpreted the phrase "in the proportion funded by an employer" to mean the total amount contributed to the disability plan by that employer.

Summary of this case from Duckworth T. v. Lettellier

Opinion

No. 97 CA 1287.

April 8, 1998.

APPEAL FROM OFFICE OF WORKERS' COMPENSATION ADMINISTRATION, NO. 96-04834, STATE OF LOUISIANA.

Leslie Megin Koch, Baton Rouge, for Appellants Out of the Woods, Inc. and Louisiana Workers' Compensation Corp.

Charles Newell, Franklinton, Appellee, pro se.

Before LOTTINGER, C.J., and SHORTESS and FOGG, JJ.


Louisiana Revised Statute 23:1225(C)(1) is a wage-loss coordination provision designed "to preclude an employee from contemporaneously collecting duplicative wage-loss benefits under different parts of the overall system of employer-based protection against loss of wages." Subsection C(1)(c) of that statute provides for an offset against workers' compensation payments for benefits under disability benefits plans, including Social Security disability benefits, in the proportion funded by an employer. This case is before the court on a single issue: How is that offset calculated?

Garrett v. Seventh Ward Gen. Hosp., 95-0017, pp. 3-4 (La. 9/22/95), 660 So.2d 841, 843.

Id. at p. 12, 660 So.2d at 847.

The pertinent facts and figures in this case are undisputed. Charles Newell (plaintiff) was injured in the course and scope of his employment with Out of the Woods, Inc. (defendant). His average weekly wage at the time of his injury was $226.50; his average monthly wage was $973.95 ($226.50 x 4.3 weeks). He thus received workers' compensation benefits of $151.00 per week (2/3 of $226.50) or $649.30 per month ($151.00 x 4.3). He also received Social Security disability benefits of $202.93 per week or $872.59 per month ($202.93 x 4.3). He worked for defendant only four months before he was injured, during which time defendant contributed $97.75 to Social Security on plaintiffs behalf

Defendant and its insurer, Louisiana Workers' Compensation Corporation (LWCC), filed a motion to have their right to a Social Security offset recognized. At the hearing on the motion, the workers' compensation judge interpreted the phrase "in the proportion funded by an employer" to mean the total amount contributed to the disability plan by the employer. Since the employer had contributed a total of $97.75, she first held defendant was entitled to a one-time credit of $97.75. She then consulted, on the record, with a Ms. Bedwell, the Dispute Resolution Specialist for District 9, who was sitting in the courtroom. Bedwell told her that offsets were monthly figures. She then signed a judgment ordering an offset of $97.75 per month.

Defendant and LWCC appeal, contending the workers' compensation judge's method of calculation was incorrect. We agree. Plaintiff had worked for defendant for only a few months, and thus the offset was small. Under the method used by the workers' compensation judge here, however, an employee who had worked for the same employer for a number of years would receive no workers' compensation benefits at all because the employer's total contributions could easily exceed the monthly workers' compensation benefits.

Social Security disability benefits are funded fifty percent by employers and fifty percent by employees. An employer or workers' compensation insurer is thus entitled to an offset of fifty percent of the Social Security disability benefits received by the employee, as fifty percent is the "proportion funded by an employer." In this case, fifty percent of $872.59, plaintiff's monthly Social Security disability benefits, or $436.30, should be offset from plaintiff's monthly workers' compensation benefits of $649.30 per month, so that plaintiff's "aggregate remuneration" from Social Security and workers' compensation does not exceed two-thirds of his average weekly wage. Defendant and LWCC are thus responsible only for $213.00 per month, or $49.53 per week ($213.00.43), in workers' compensation benefits after the offset.

See 26 U.S.C. § 3101, 3102.

See R.S. 23:1225(C).

For the foregoing reasons, the judgment of the workers' compensation judge is amended to provide that Out of the Woods, Inc., and Louisiana Worker's Compensation Corporation, as its insurer, are entitled to an offset in the amount of $436.30 per month, or $101.47 per week, against workers' compensation benefits payable to plaintiff, Charles Newell. Costs of this appeal are taxed to plaintiff.

Both Out of the Woods, Inc., and LWCC are appellants in this case.

AMENDED, AND AS AMENDED, AFFIRMED.


Summaries of

Newell v. Out of the Woods, Inc.

Court of Appeal of Louisiana, First Circuit
Apr 8, 1998
711 So. 2d 800 (La. Ct. App. 1998)

In Newell v. Out of the Woods, Inc., 97-1287 (La.App. 1 Cir. 4/8/98), 711 So.2d 800 the worker's compensation judge had interpreted the phrase "in the proportion funded by an employer" to mean the total amount contributed to the disability plan by that employer.

Summary of this case from Duckworth T. v. Lettellier
Case details for

Newell v. Out of the Woods, Inc.

Case Details

Full title:CHARLES NEWELL v. OUT OF THE WOODS, INC

Court:Court of Appeal of Louisiana, First Circuit

Date published: Apr 8, 1998

Citations

711 So. 2d 800 (La. Ct. App. 1998)

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