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What's Hot in Workers' Comp

New Jersey Appellate Court affirms permanent disability award found in workers’ compensation order in pro se appeal.

Morales v. Advance Auto Parts, No. A-0557-20 (App. Div. Sept. 30, 2021)

January 3, 2022

by Kiara K. Hartwell

A pro se petitioner appealed a workers’ compensation order awarding 25% permanent partial-total disability. The Appellate Division affirmed, substantially for reasons laid out by the Workers’ Compensation Judge, and only added a few comments.

In September 2011, the petitioner was driving a company car when she was involved in a motor vehicle accident. At the hospital, she was diagnosed with a head contusion and neck and upper back strains. After failing conservative treatment, she underwent an anterior cervical discectomy and fusion in January 2013. Subsequently, she returned to work for the employer, but continued to complain of back pain, limiting her ability to drive. She was found disabled by Dr. A. Taha from September 5, 2013, to November 15, 2013, for her back pain. The petitioner then became self-employed.

The petitioner underwent two independent medical exams, one with Dr. S. Lomazow in November 2014 and another with Dr. C. Mercurio in April 2015. Dr. Lomazow found no neurological permanency, whereas Dr. Mercurio found 10% permanent disability to the cervical spine and 5% for the lumbar spine.

In May 2015, the petitioner was involved in another motor vehicle accident—unrelated to her job—for which she claimed her cervical and lumbar spine pain was exacerbated and her headaches more severe. In April 2018, she was evaluated by her expert, Dr. V. Kulkarni, who opined the petitioner’s cervical and lumbar spines were aggravated by the 2015 accident and found 65% permanent disability for the cervical spine and 45% for the lumbar spine. Dr. Kulkarni could not apportion disability for the two accidents. The petitioner also saw Dr. C. Wong, who found 27.5% neurological disability from all causes and 25% psychiatric disability from all causes.

In February 2020, the petitioner, represented by counsel and with a Spanish interpreter, testified about her complaints after the two accidents. She noted she presently receives treatment from a psychologist, psychiatrist and pain management specialist. In March 2020, the parties waived testimony by the experts and stipulated their reports into evidence. Subsequently, due to the COVID-19 pandemic, the judge’s decision was delayed. In August 2020, the judge rendered an oral opinion, noting credibility issues with the petitioner and inconsistencies by Dr. Mercurio, leading the judge to find the petitioner was exaggerating some complaints.

The judge indicated that the petitioner was not evaluated by her experts until after the 2015 accident and that neither provided any apportionment of disability from the two accidents. The judge found 15% permanent disability for the cervical spine and 10% for the lumbar spine, for a total of 25% permanent disability, orthopedic in nature. He also noted the overall disability was greater due to the subsequent and unrelated 2015 accident. The petitioner appealed.

The Appellate Division noted substantial deference was given to factual findings and legal determinations unless “manifestly unsupported by or inconsistent with competent relevant and reasonably credible evidence so as to offend the interests of justice.” Based on same, the Appellate Division affirmed, largely for the reasons provided by the Judge of Compensation. In response to some of the petitioner’s arguments, the Appellate Division found no merit, including the argument that the judge did not consider her permanently disabled; her testimony was incorrectly translated; she was disabled from the 2011 accident, not the 2015 accident; her attorney did not present all proofs; and she had outstanding medical bills.

With regard to her argument that the 2011 accident caused her disability, not the 2015 accident, the Appellate Division noted the evidence “clearly showed” aggravation from the 2011 accident. Also, the Appellate Division indicated the Judge of Compensation considered the 2015 aggravation and correctly determined her disability from the 2011 accident. With regard to the translator argument, the Appellate Division confirmed this was argued for the first time on appeal—that she was “forced” to testify in Spanish and the translation did not match her actual testimony. However, the Appellate Division found no issue with the interpreter. Finally, the Appellate Division briefly addressed the outstanding medical bill argument, noting the judge was made aware of the Social Security award and third party settlements and that no outstanding bills were presented during trial.
 

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Firm Highlights

Thought Leadership

PA Middle District Dismisses Claims Against School District and its Superintendent, Principal, Special Education Director, and Classroom Teacher

A five-year-old special education student was enrolled in the Wyoming Valley West School District and attended the State Street Elementary School during the 2024-2025 school year. The student refused to clean up classroom toys at dismissal. When his teacher allegedly grabbed him by the wrist to walk him back to his seat, the student dropped to the floor and began crying. The teacher then allegedly grabbed the student by the ankle and dragged him across the floor. Following an investigation, criminal charges were not advanced by the county DA, and the school permitted the teacher to return to the classroom. The student’s parents sued, lodging thirteen legal counts under both state and federal law, which sought monetary damages from the teacher, the school district, the superintendent, the principal, and the director of special education. The plaintiff’s 42 USC 1983 claims were dismissed as to the school district for failure to allege a policy or custom violation, and the failure to alleged deliberate indifference in the failure-to-train context. As to the superintendent, building principal, and special education director, the Section 1983 claims were also dismissed for failure to allege personal involvement on the part of the individuals. Regarding an equal protection claim asserted against all defendants, the motion to dismiss was also granted for a failure to advance a plausible equal protection claim, holding that “plaintiffs' single-act allegations do not include a factual basis to even infer that the act was motivated by discriminatory animus rather than some other non-discriminatory impulse.” The court further dismissed the plaintiff’s negligence-based claims including negligence against the teacher and district administrators, NIED, and vicarious liability under the Political Subdivision Tort Claims Act (PSTCA). The federal claims under the IDEA, Section 504, and the ADA were also dismissed in various respects. The IDEA claim was dismissed against all defendants with prejudice for failure to exhaust administrative remedies. The Section 504 claims against the individual defendants were also dismissed with prejudice, as districts, not individuals, are the recipients of federal funds under Section 504. However, the Section 504 and ADA claims were dismissed without prejudice as to defendant Wyoming Valley West, and the plaintiff was permitted leave to amend.

Result

No-Cause Jury Verdict Secured in Wrongful Death Trial

We successfully obtained a no-cause jury verdict in a 13-day wrongful death trial. The decedent, a 59-year-old man, was admitted to the emergency room on February 15, 2019, with complaints of abdominal pain, decreased appetite, and constipation, despite the use of laxatives. The patient did not complain of any nausea, vomiting, or diarrhea. He had a significant medical history including diabetes, hypertension, prior coronary artery stenting, morbid obesity (with past gastric bypass surgery), longstanding ventral hernia, and back pain. A CT scan revealed multiple hernias and a potential closed-loop bowel obstruction, leading to a surgery consultation. Our client, an emergency general surgeon, interpreted that the patient did not have a closed loop or any significant obstruction and recommended non-surgical management. The patient was approved to have clear liquids, and had a vomiting incident shortly after, but our client was not notified. The patient was returned to NPO status, and after improving overnight, he was returned to “clears” and additional medical and renal consults were ordered. Our client did not receive any communications from the residents/nurses of any changes in the patient’s condition. On February 18, 2019, two rapid responses were called due to increased heart rate and vomiting. It is believed that the vomiting resulted in aspiration, causing sepsis, ultimately leading to the patient’s death. During the trial, the plaintiff’s sole medical expert highlighted imaging on the wrong hernia, which called into question all of his opinions in the case. We made key objections related to the expert testimony, limiting what the allegations were, and preventing new allegations from being made. After approximately two and a half hours of deliberating, the jury returned a no-cause verdict. 

Thought Leadership

U.S. Supreme Court Decides Key Issue Regarding Interstate Freight Broker Liability

Freight brokers are intermediaries.  They connect shippers of goods with trucking companies that transport those goods.  Freight brokers match a load of freight with a trucking company and oversee the logistics of the transportation. For a number of years there has been a division among the Federal Circuits regarding the potential liability of freight brokers when the trucking companies that they retain for interstate loads are involved in accidents.  At the center of this division was the Federal Aviation Administration Authorization Act of 1994 (FAAAA).  Some Federal Circuit Courts have held that state law negligent hiring claims against freight brokers were preempted by the FAAAA .  Other Federal Circuits Courts have held that even if preemption applied, the “safety exception” in the FAAAA saved state law negligent hiring claims from federal preemption.  On May 14, 2026, the U.S. Supreme Court addressed the conflict in Montgomery v. Caribe Transport II, LLC, et al, No24-1238. In that case freight broker C.H. Robinson selected Caribe Transport to haul an interstate load. The commercial truck driver employed by Caribe Transport allegedly caused an accident and the plaintiff, Montgomery, was seriously injured. Montgomery brought an action against the driver, Caribe Transport and C.H. Robinson. The allegation against C.H. Robinson was that it negligently retained Caribe Transport when it knew, or should have known, that it was an unsafe company. The Seventh Circuit Court of Appeals held that Montgomery’s claims against C.H. Robinson were preempted by the FAAAA. The plaintiff appealed to the U.S. Supreme Court.  The U.S. Supreme Court’s decision focused primarily on the safety exception in the FAAAA.  That provision provides that the FAAAA preemption “…shall not restrict the safety regulatory authority of a State with respect to motor vehicles.” C.H. Robinson argued, as freight brokers historically have, that their function was not “with respect to motor vehicles” because they do not own trucks or employ drivers. They are merely intermediaries, connecting entities who need freight moved with entities who can do that job. Therefore, C.H. Robinson argued that preemption applied, not the safety exception. The U.S. Supreme Court did not accept that argument. The Court focused on the meaning of the phrase “with respect to” in the safety exception. The Court held that it means “referring to”, “concerning” or “regarding”. Therefore, writing for a unanimous Court, Justice Barrett concluded that “[r]equiring C.H. Robinson to exercise ordinary care in selecting a carrier therefore “concerns” motor vehicles—most obviously, the trucks that will transport the goods. So, Montgomery’s negligent-hiring claim falls within the FAAAA’s safety exception, which saves it from preemption.” Justice Kavanaugh, in his concurring opinion, noted the effect this ruling may have on freight brokers and their insurers throughout the country: Importantly, the Court's decision today should not be read to mean that brokers will routinely be subject to state tort liability in the wake of truck accidents. As even plaintiff's counsel stressed, brokers should be able to successfully defend against state tort suits if the brokers have acted reasonably and arranged transportation with reputable trucking companies. Tr. of Oral Arg. 27-29. In plaintiff's counsel's words, the brokers "just have to hire carriers that actually have a reasonable policy," and "the broker is not going to have a problem if it's asking the hard questions of the carrier." Id., at 42, 45. In addition, the proximate-cause requirement in typical state tort law should help protect brokers from excessive liability. Id., at 25. That said, the brokers rightly caution against naivete. In the real world, as the brokers forcefully respond, state tort law can be unpredictable, and the costs to brokers of litigation and insurance may be significant even when brokers prevail in lawsuits. Moreover, the costs of litigation and insurance, as well as the costs of brokers' conducting more substantial inquiries into trucking companies, will cascade through the economy and be paid in part by American consumers in the form of higher prices. The concerns expressed by the brokers are legitimate and weighty. The key point here is that freight brokers can no longer claim they are protected from negligent retention claims by the FAAAA (in cases involving interstate transportation). The challenge will be to determine what is considered ”reasonable efforts” used by brokers when retaining transportation companies.