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What's Hot in Workers' Comp

Appellate Division Affirms 74% Disability Award in Custodian’s Workers’ Compensation Case

Brooks v. Rutgers, the State Univ. of N.J., No. A-1013-23 (August 7, 2025)

September 1, 2025

by Kiara K. Hartwell

In Brooks v. Rutgers, the State University of New Jersey, the Appellate Division upheld a workers’ compensation judge’s decision finding the petitioner 74% permanently disabled as a result of his custodial work for Rutgers. Rutgers had appealed, challenging the causal relationship between the petitioner’s job duties and his medical conditions, while the petitioner cross-appealed, arguing he should have been deemed 100% disabled. Deferring to the trial judge’s credibility determinations and reliance on expert testimony, the court affirmed the award, rejecting Rutgers’ claim of error and declining to disturb the judge’s assessment of disability.

By way of background, a full trial took place, including testimony from the petitioner, treating doctors and experts. The petitioner worked for Rutgers as a custodian between 2000 and 2013, before he was terminated for being physically unable to perform his duties. The petitioner then filed a workers’ compensation claim, alleging various injuries due to occupational exposure. While the parties resolved the pulmonary aspect of the claim, the petitioner filed a Verified Petition against the Second Injury Fund. 

Before working for Rutgers, the petitioner received two prior workers’ compensation claims, one for his low back (sprain with possible bulging discs) and one for his bilateral hands (bilateral carpal tunnel release). He also had prior surgeries on each knee decades earlier and noted learning disabilities. 

The petitioner testified to his job duties at Rutgers, including housekeeping, cleaning bathrooms, and hauling garbage, etc. While he admitted to prior health issues, he testified that his conditions worsened after working at Rutgers. He received injections to his low back and eventually underwent right knee replacement. The petitioner did not wish to give up his job at Rutgers, but a disability retirement was suggested and, eventually, was sent a letter of termination. He then applied for a disability retirement pension and Social Security Disability, receiving both after being found totally disabled.

Dr. Lamb testified that the petitioner could work in a modified duty capacity but felt uncomfortable releasing him to full duty due to his pain. Dr. Peacock testified as Rutgers’ expert, noting a lack of causal relationship between his job and his medical conditions. On the other hand, Dr. Horwitz, an expert in forensic medicine, testified for the petitioner, opining that his job duties caused the petitioner to be permanently and totally disabled. 

In November 2023, the workers’ compensation judge issued a written decision, finding the petitioner to be very credible, and relied on the doctors’ testimonies to find his job aggravated the petitioner’s pre-existing conditions. The judge found 74% disability, apportioning for the bilateral hands, bilateral legs, and lumbar spine with credit for pre-existing injuries to all except the left leg. The judge also dismissed the claim against the Second Injury Fund.

Rutgers appealed, arguing the judge erred in finding causal relationship. The petitioner cross-appealed, arguing the judge erred in not finding him totally disabled. 

The Appellate Division noted its scope of review was limited to determining whether the judge did not misuse her discretion and providing her deference in her assessment of the experts. The Appellate Division also indicated that Dr. Horwitz’s opinion was not a net opinion and that the judge did not only rely on his opinion. The Appellate Division found this case turned on the work specifically performed by the petitioner and that scientific data did not need to be presented in every case. Dr. Horwitz’s opinion was based on the findings in taking the petitioner’s testimony into account. The Appellate Division also deferred to the judge’s determination of the degree of the petitioner’s disability and affirmed the order. 


 

What’s Hot in Workers’ Comp, Vol. 29, No. 9, September 2025, is prepared by Marshall Dennehey to provide information on recent legal developments of interest to our readers. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. We would be pleased to provide such legal assistance as you require on these and other subjects when called upon. ATTORNEY ADVERTISING pursuant to New York RPC 7.1 Copyright © 2025 Marshall Dennehey, all rights reserved. No part of this publication may be reprinted without the express written permission of our firm. For reprints or inquiries, or if you wish to be removed from this mailing list, contact tamontemuro@mdwcg.com.

Firm Highlights

Result

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Thought Leadership

The Ohio Supreme Court Extends Sham-Affidavit Rule to Contradictory Expert Reports

Legal Roundup: Ohio In its June 23, 2026, decision in Moore v. Mercy Medical Center, the Ohio Supreme Court upheld a trial court’s decision to strike an expert witness’s affidavit that contradicted the opinions expressed in the expert’s prior report. This case pertains to allegations of medical malpractice after plaintiff Cheri Moore gave birth to an infant in respiratory distress who required intubation. Moore alleged that a delay in ordering an emergency cesarean section resulted in the need for intubation, causing her child’s injuries. Specifically, Moore sued Dr. Meniru, who completed his first shift at 7:00 a.m. on May 28, 2015, and did not resume treating Moore until 7:00 a.m. on May 29, 2015. One of Moore’s expert witnesses authored a report stating that the doctors, including Dr. Meniru, deviated from the standard of care by not advocating for a cesarean section in the evening of May 28, 2015. Based on this report, Dr. Meniru moved for summary judgment, arguing that the alleged breach occurred during a period when he was not on duty. In response to the summary judgment motion, the plaintiff filed an affidavit from the same expert. Although the expert expressly incorporated his previous report into his affidavit, he also offered an additional opinion: that Dr. Meniru breached the standard of care by failing to begin a cesarean section within 30 minutes of receiving reports of fetal distress. Dr. Meniru filed a motion to strike the expert’s affidavit, arguing that it contradicted the opinions set forth in his prior report in violation of the sham-affidavit rule. The sham-affidavit rule applies to “a contradictory affidavit that indicates only that the affiant cannot maintain a consistent story, or is willing to offer a statement solely for the purpose of defeating summary judgment”. Moore, supra, at ¶ 19, citing Pettiford v. Aggarwal, 126 Ohio St.3d 413, 2010-Ohio-3237. The trial court granted both the motion to strike and the motion for summary judgment, and the Fifth District affirmed. The Ohio Supreme Court accepted two questions of law: (1) whether the sham-affidavit rule applies when the sworn testimony contradicts prior unsworn statements; and (2) whether an inconsistency within the affidavit goes to credibility or admissibility, justifying an order striking the affidavit. Previous rulings by the Ohio Supreme Court regarding the sham-affidavit rule have pertained to contradictions between an affidavit and sworn deposition testimony. See, e.g., Byrd v. Smith, 2006- Ohio-3455, 110 Ohio St.3d 24, 850 N.E.2d 47. However, here, the Court was asked to apply the same rule to contradictions between a sworn affidavit and an unsworn expert report. The Court held that, because Moore’s expert incorporated his prior report into his affidavit, he effectively adopted the report as part of his sworn testimony.

News

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Marshall Dennehey is proud to highlight the firm’s 106 attorneys who have been recognized in the 2027 editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America. Less than 6% of all practicing lawyers in the U.S. were selected by their peers for this recognition. Additionally, four of the firm’s attorneys received the Best Lawyers® 2027 “Lawyer of the Year” awards in their respective practice areas and demographic regions. Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence. Best Lawyers lists are compiled based on an exhaustive peer-review evaluation. For more information, please visit https://www.bestlawyers.com/. OUR 2027 LAWYERS OF THE YEAR Harrisburg, PA Christopher Reeser, Personal Injury Litigation - Defendants Kacey Wiedt, Workers Compensation Law - Employers Roseland, NJ Justin F. 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Thought Leadership

Pennsylvania Superior Court Reaffirms Liberal Pleading Standard in Medical Malpractice Actions

Legal Roundup: Pennsylvania The Pennsylvania Superior Court has reinforced a broader fact-pleading approach that may make it more difficult for health care defendants to obtain dismissal at the preliminary objection stage. In DaSilva v. Abington Memorial Hospital, the court held that the plaintiffs’ second amended complaint satisfied Pennsylvania’s fact‑pleading requirements despite the absence of individually named negligent actors. In DaSilva, the plaintiffs filed a second amended complaint alleging that Abington Memorial Hospital was directly and vicariously negligent after the patient, who was experiencing a mental health crisis, was left unattended by hospital staff, exited the emergency department, and was struck by a vehicle, suffering serious injuries. The trial court sustained the hospital’s preliminary objections and dismissed the complaint with prejudice, stating plaintiffs “failed to plead any material factual allegations in support of their claims of negligence [and] set forth vague allegations of negligence and unidentified agency.” Id. at *5. The plaintiffs appealed. On appeal, the Superior Court reversed, holding that the complaint sufficiently pled negligence and vicarious liability claims under Pa.R.C.P. 1019(a). The court concluded that allegations describing the patient’s condition, the hospital’s awareness of that condition, and the alleged failure to monitor or prevent elopement were adequate to satisfy Pennsylvania’s pleading requirements. Significantly, the court rejected the hospital’s argument that the complaint failed because it did not identify the specific employees responsible for the alleged negligence. Instead, the court found that generalized references to “emergency room staff” were sufficient to place the hospital on notice of the claims because “the names of those who performed services for the plaintiff are known to the defendant or can be ascertained during discovery.” Id. at *12 (citing Est. of Denmark ex rel. Hurst v. Williams, 117 A.3d 300, 307 (Pa. Super. 2015)). The effect of DaSilva is that plaintiffs may proceed past the pleading stage with relatively generalized allegations, particularly in cases involving institutional defendants where relevant details are uniquely within the defendant’s control. As a result, health care defendants should anticipate that challenges to claim sufficiency may be resolved in the later stages of litigation, including discovery and summary judgment.