JOHN MIGNONE v. BOARD OF TRUSTEES, ETC. (PUBLIC EMPLOYEES' RETIREMENT SYSTEM) ( 2022 )


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  •                                 NOT FOR PUBLICATION WITHOUT THE
    APPROVAL OF THE APPELLATE DIVISION
    This opinion shall not "constitute precedent or be binding upon any court." Although it is posted on the
    internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.
    SUPERIOR COURT OF NEW JERSEY
    APPELLATE DIVISION
    DOCKET NO. A-4019-19
    JOHN MIGNONE,
    Petitioner-Appellant,
    v.
    BOARD OF TRUSTEES,
    PUBLIC EMPLOYEES'
    RETIREMENT SYSTEM,
    Respondent-Respondent.
    __________________________
    Argued January 6, 2022 – Decided January 18, 2022
    Before Judges Alvarez and Mawla.
    On appeal from the Board of Trustees of the Public
    Employees' Retirement System, Department of the
    Treasury, PERS No. x-xxxx337.
    Samuel M. Gaylord argued the cause for appellant
    (Gaylord Popp, LLC, attorneys; Samuel M. Gaylord, on
    the brief).
    Robert Kelly, Deputy Attorney General, argued the
    cause for respondent (Andrew J. Bruck, Acting
    Attorney General, attorney; Donna Arons, Assistant
    Attorney General, of counsel; Connor V. Martin,
    Deputy Attorney General, on the brief).
    PER CURIAM
    Appellant John Mignone appeals from a May 21, 2020 final agency
    decision by the Board of Trustees, Public Employees' Retirement System
    (Board) denying his request for ordinary disability benefits. We affirm.
    Mignone was employed as an auditor by the Division of Taxation for
    approximately six years. In 2017, he applied for ordinary disability alleging
    chronic and persistent neuropathic pain resulting from
    scar tissue from removal of [a] bilateral inguinal hernia
    mesh. Local hypoesthesia in the inguinal and upper
    thigh regions. Persistent and sever[e] intractable pain
    spasm and restricted motion in the upper back and all
    spinal segments and spinal[] revision surgery for
    removal of inguinal mesh with bilateral ablation of
    right and left inguinal nerves.
    Although filed in March 2017, the application stated an April 2018 retirement
    date.
    The Board denied Mignone's application, he appealed, and the matter was
    transferred to the Office of Administrative Law. An administrative law judge
    (ALJ) conducted a two-day hearing and considered written evidence and
    testimony from:     Mignone; Robert Holtzin, D.O., a family and emergency
    2                                  A-4019-19
    medicine expert and Mignone's physician; and Steven Lomazow, M.D., the
    Board's neurology expert. The following facts were adduced at the hearing.
    Mignone testified he had hernia surgery in April 2005 and returned to
    work. The hernia mesh inserted in the surgery began causing him pain, requiring
    a second surgery in July 2006 to remove the mesh. Mignone also experienced
    pain in his upper back and shoulder areas. Following the second surgery he was
    prescribed various pain medications, which he claimed affected his ability to
    work. He also could not sit for long periods of time. Mignone treated with
    Holtzin, who manipulated his back and referred him to a pain management
    specialist and neurologist. He also received nerve blocks from Holtzin and other
    doctors.
    Holtzin opined Mignone was totally and permanently disabled. Like
    Mignone, Holtzin testified regarding Mignone's treatment history, including the
    recommendation for hernia surgery, the subsequent surgery to remove the mesh,
    and pain management. Holtzin testified Mignone was treated by a neurologist
    between November 2016 and February 2017.
    3                                  A-4019-19
    As noted by the ALJ, the neurologist "performed an EMG[1] study,
    administered a nerve conduction study, and ordered MRIs of Mignone's cervical,
    thoracic, and lumbar spine." These reports were in evidence. The ALJ noted
    "[t]he EMG study came back negative . . . . [T]he MRI of Mignone's cervical
    spine was deemed unremarkable, the MRI of the thoracic spine showed minimal
    disc herniation, and the MRI of the lumbar spine showed . . . no nerve
    impingement or entrapment." The ALJ further noted "Holtzin did not review
    any of the MRI films personally and could not recall whether he performed a
    neurological evaluation of Mignone in 2016 or 2017."
    Lomazow testified he performed a neurological evaluation of Mignone in
    July 2017 and reviewed certifications from Mignone's treatment providers,
    including Holtzin. He opined Holtzin lacked the expertise to treat Mignone's
    pain because only a pain management doctor or neurologist could do so, and the
    record lacked a certification from such a professional.      Lomazow opined
    Mignone was inadequately treated because the combination of medications
    1
    "Electromyography (EMG) measures muscle response or electrical activity in
    response to a nerve's stimulation of the muscle. The test is used to help detect
    neuromuscular abnormalities." Electromyography (EMG): Neurology and
    Neurosurgery, Johns Hopkins Medicine, https://www.hopkinsmedicine.org/
    neurology_neurosurgery/centers_clinics/peripheral_nerve/diagnosis/emg.html
    (last visited Jan. 4, 2021).
    4                                  A-4019-19
    prescribed were of no benefit. He also testified neither Holtzin's diagnosis nor
    the MRIs explained why Mignone had "total body pain including his neck and
    . . . back." Lomazow concluded Mignone's body pain and inability to focus on
    work was caused by the long-term use of the prescribed opiate pain medication.
    He identified two alternative treatments that were not pursued. As a result,
    Lomazow concluded he could not opine whether Mignone was permanently
    disabled because Mignone had not received the necessary medical treatment to
    achieve maximum medical benefit.
    The ALJ found Holtzin "presented credible detailed and sincere testimony
    regarding his assessment of [Mignone]" but "noted that [Mignone] became
    disabled in 2018, months after the application for ordinary disability was filed
    and after [Mignone] was evaluated by . . . Lomazow." The ALJ also noted
    Holtzin was not an expert in neurology and "no neurologist provided testimony
    at the hearing" on Mignone's behalf.
    The ALJ found Lomazow's testimony more credible than Holtzin's, noting
    he had conducted a physical examination of Mignone and could find "no
    objective evidence" to substantiate Mignone's complaints of pain, and
    Lomazow's opinion was further supported by the MRIs, EMG, and nerve
    conduction studies, which all showed "normal results."       The ALJ credited
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    Lomazow's testimony on why he could not opine whether Mignone was totally
    and permanently disabled.      The ALJ found "Holtzin's conclusions and the
    reasoning underlying those conclusions to be overborne by those offered by . . .
    Lomazow" and concluded Mignone is not permanently and totally disabled. The
    Board adopted the ALJ's findings and denied Mignone benefits.
    On appeal, Mignone argues the ALJ erred because he did not give greater
    weight to Holtzin's opinion as the treating physician than Lomazow, who only
    examined him once. Mignone asserts Lomazow's opinion should be accorded
    lesser weight because he did not understand Mignone's job duties, and the
    mental acuity required to perform the job of auditor. Mignone claims the
    evidence supports a finding of permanent disability.
    "Our review of administrative agency action is limited." Russo v. Bd. of
    Trs., Police & Firemen's Ret. Sys., 
    206 N.J. 14
    , 27 (2011) (citing In re
    Herrmann, 
    192 N.J. 19
    , 27 (2007)). "An administrative agency's final quasi-
    judicial decision will be sustained unless there is a clear showing that it is
    arbitrary, capricious, or unreasonable, or that it lacks fair support in the record."
    
    Ibid.
     (quoting Herrmann, 
    192 N.J. at 27-28
    ). We consider:
    (1) whether the agency's action violates express or
    implied legislative policies, that is, did the agency
    follow the law; (2) whether the record contains
    substantial evidence to support the findings on which
    6                                    A-4019-19
    the agency based its action; and (3) whether in applying
    the legislative policies to the facts, the agency clearly
    erred in reaching a conclusion that could not reasonably
    have been made on a showing of the relevant factors.
    [In re Proposed Quest Acad. Charter Sch. of Montclair
    Founders Grp., 
    216 N.J. 370
    , 385-86 (2013) (quoting
    Mazza v. Bd. of Trs., 
    143 N.J. 22
    , 25 (1995)).]
    We do not second-guess or substitute our judgment for the agency's. For
    these reasons, we do not "engage in an independent assessment of the evidence
    as if [we] were the court of first instance." In re Taylor, 
    158 N.J. 644
    , 656
    (1999) (quoting State v. Locurto, 
    157 N.J. 463
    , 471 (1999)).
    Furthermore, we rely upon the ALJ's "acceptance of the credibility of the
    expert's testimony and the . . . fact-findings based thereon, noting that the [ALJ]
    is better positioned to evaluate the witness'[s] credibility, qualifications, and the
    weight to be accorded [to his or] her testimony." In re Guardianship of DMH,
    
    161 N.J. 365
    , 382 (1999) (citing Bonnco Petrol, Inc. v. Epstein, 
    115 N.J. 599
    ,
    607 (1989)). We have stated "the credibility of the expert and the weight to be
    accorded his [or her] testimony rest in the domain of the trier of fact." Angel v.
    Rand Express Lines, Inc., 
    66 N.J. Super. 77
    , 85-86 (App. Div. 1961). The trier
    of fact is free to consider "[t]he testimonial and experiential weaknesses of the
    witness, such as (1) his status as a general practitioner, testifying as to a
    specialty, or (2) the fact that his conclusions are based largely on the subjective
    7                                     A-4019-19
    complaints of the patient or on a cursory examination . . . ." 
    Id. at 86
    . The
    expert may be required to substantiate their observations and "the weight to
    which an expert opinion is entitled can rise no higher than the facts and
    reasoning upon which that opinion is predicated." State v. Jenewicz, 
    193 N.J. 440
    , 466 (2008) (citing Johnson v. Salem Corp., 
    97 N.J. 78
    , 91 (1984)).
    We are required to affirm an agency's findings of fact if "supported by
    adequate, substantial and credible evidence . . . ." Taylor, 
    158 N.J. at 656-57
    (quoting Rova Farms Resort, Inc. v. Invs. Ins. Co., 
    65 N.J. 474
    , 484 (1974)).
    Moreover, if the evidence supports the agency's decision, we must affirm, even
    if we would have reached a different result. Clowes v. Terminix Int'l, Inc., 
    109 N.J. 575
    , 588 (1988).
    Ordinary disability retirement benefits are granted where a member "is
    physically or mentally incapacitated for the performance of duty and should be
    retired." N.J.S.A. 43:15A-42. A member is so incapacitated if he or she is
    permanently and totally disabled at the time of separation from employment.
    See Patterson v. Bd. of Trs., State Police Ret. Sys., 
    194 N.J. 29
    , 42 (2008)
    (interpreting similar language in N.J.S.A. 43:16A–6(1) as requiring total and
    permanent disability); Bueno v. Bd. of Trs., Tchrs.' Pension & Annuity Fund,
    Div. of Pensions & Benefits, 
    404 N.J. Super. 119
    , 126 (App. Div. 2008)
    8                                  A-4019-19
    (interpreting similar language in N.J.S.A. 18A:66–39(b) as requiring total and
    permanent disability); N.J.A.C. 17:2-6.1.      To be permanently and totally
    disabled, the member must be unable to perform duties in the "general area of
    his [or her] ordinary employment . . . ." Skulski v. Nolan, 
    68 N.J. 179
    , 206
    (1975). It is insufficient if the member is merely unable to perform his or her
    specific job. 
    Ibid.
     See also Bueno, 
    404 N.J. Super. at 131
    .
    The burden of proof is on the party seeking benefits. See Patterson, 
    194 N.J. at 50-51
    . To carry this burden, the member must provide expert testimony.
    Bueno, 
    404 N.J. Super. at 126
    .
    Applying our highly deferential standard of review, we conclude the
    record amply supports the Board's decision Mignone failed to show he qualified
    for ordinary disability benefits pursuant to N.J.S.A. 43:15A-42. The findings of
    fact and credibility assessments of the experts, as adopted by the Board, are
    based on sufficient credible evidence in the record.
    Affirmed.
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