MARILYN YACONA VS. BOARD OF TRUSTEES (PUBLIC EMPLOYEES' RETIREMENT SYSTEM) ( 2019 )

NOT FOR PUBLICATION WITHOUT THE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-4463-17T1
MARILYN YACONA,
Petitioner-Appellant,
v.
BOARD OF TRUSTEES,
PUBLIC EMPLOYEES'
RETIREMENT SYSTEM,
Respondent-Respondent.
__________________________
Argued July 16, 2019 – Decided July 31, 2019
Before Judges Vernoia and Mayer.
On appeal from the Board of Trustees of the Public
Employees' Retirement System, Department of the
Treasury, PERS No. 2-1194256.
Samuel M. Gaylord argued the cause for appellant
(Gaylord Popp, LLC, attorneys; Samuel M. Gaylord, on
the briefs).
Jeffrey D. Padgett, Deputy Attorney General, argued
the cause for respondent (Gurbir S. Grewal, Attorney
General, attorney; Melissa H. Raksa, Assistant
Attorney General, of counsel; Jeffrey D. Padgett, on the
brief).
PER CURIAM
Petitioner Marilyn Yacona appeals from an April 19, 2018 final agency
decision of respondent Board of Trustees of the Public Employees' Retirement
System (Board), denying her application for ordinary disability retirement
benefits. We affirm.
Petitioner was employed by the Burlington County Bridge Commission as
a toll collector and certified bridge operator, working at the Burlington-Bristol
and the Tacony-Palmyra Bridges, from 2002 until her retirement in June 2014.
In connection with her work, petitioner was required to collect tolls and inspect
the bridge operations. According to her job description, petitioner's duties
entailed climbing stairs and ladders, carrying equipment, lifting, and standing.
Petitioner began experiencing lower back pain in 2011. A doctor sent her
for magnetic resonance imaging (MRI) and told her to lose weight. In 2012,
because petitioner's back pain radiated into her right foot, she received epidural
injections in her back and was prescribed pain killers. Due to the risks
associated with surgery, petitioner declined lumbar fusion to address her back
complaints.
Petitioner claimed her back pain affected her ability to perform her duties.
She explained that the actions of stretching, twisting, bending, and reaching
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caused her to experience difficulty in the performance of her job. She also
expressed that standing or sitting while collecting tolls caused pain in her lower
back.
On August 28, 2014, petitioner applied for ordinary disability retirement
benefits. After being denied benefits, she appealed and the Board approved her
request for a hearing. The matter was transmitted to the Office of Administrative
Law and an Administrative Law Judge (ALJ) held hearings on July 6 and July
12, 2017.
At the hearing, petitioner testified she treated with Dr. Young Lee, a pain
specialist, from 2011 to 2017. The doctor prescribed pain killers to ease
petitioner's back pain. Dr. Lee diagnosed petitioner as suffering from lumbar
facet syndrome, disc herniations at L4-L5 and L5-S1, lumbar radiculopathy,
lumbar spinal stenosis, lumbar degeneration, and muscle spasm. 1
Dr. Lawrence Barr evaluated petitioner in January 2017. He reviewed
petitioner's medical records, including MRI reports, but did not review the actual
1
Dr. Lee did not testify during the hearing. However, the ALJ judge considered
Dr. Lee's medical records, describing the doctor's treatment for petitioner's back
pain. The testifying witnesses included petitioner, her expert, Dr. Lawrence
Barr, and the Board's expert, Dr. Jeffrey Lakin.
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MRI films. Based on his evaluation, Dr. Barr opined petitioner was totally and
permanently disabled from performing her duties.
The Board retained Dr. Jeffrey Lakin to evaluate petitioner's condition.
He examined petitioner on January 9, 2015. In addition to reviewing petitioner's
medical records, Dr. Lakin reviewed her MRI films. According to Dr. Lakin,
the 2007 MRI film showed degenerative changes in the lumbar spine with disc
bulging at the L2 through S1 levels. The 2011 and 2013 MRI films revealed the
same multilevel disc degeneration with bulging.
Dr. Lakin concluded petitioner was not totally and permanently disabled
from the performance of her job duties. He found petitioner's lower extremities
were neurologically intact and she had an unremarkable orthopedic examination.
Dr. Lakin found no disc herniations or nerve root impingements in his review of
the MRI films of petitioner's spine. He opined petitioner suffered from
degenerative disc disease of the lumbar spine.
After the record closed, the ALJ issued a March 2, 2018 initial decision,
denying petitioner's application for ordinary disability retirement benefits. The
judge found both testifying experts credible even though they had opposite
opinions regarding petitioner' ability to perform her job duties. The judge
explained that Dr. Barr did not testify that petitioner could not perform any of
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the duties or functions of a toll collector and bridge operator. The judge noted
Dr. Barr did not review the essential functions and physical requirements
associated with petitioner's job duties and only expressed petitioner might have
difficulty with some of the physical requirements in her job description. The
judge found petitioner's expert opined she was "able to return to work and
undertake some of the actions required in her job description."
On the other hand, the judge explained Dr. Lakin found petitioner was
able to perform her job duties. According to Dr. Lakin's testimony, petitioner
could return to work and perform most of her duties as a toll collector and bridge
operator.
Based on the testimony of Dr. Lakin, which the judge found to be more
persuasive, the ALJ concluded petitioner suffered from degenerative disc
disease of the lumbar spine and was not totally unable to perform her job duties.
The ALJ determined:
[p]etitioner demonstrated ability for restricted work,
and she demonstrated ability for many of the essential
job duties, and physical requirements, as set forth in her
job description. Petitioner's condition was not
sufficiently disabling so as to cause petitioner to be
totally disabled and unable to perform her work duties.
Her duties were of such a nature that she could continue
working, as well as undertake and perform a majority
of the functions required of her. Petitioner can do her
job on a restricted basis.
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Petitioner filed exceptions to the ALJ's decision. The Board upheld the
ALJ's decision, finding petitioner was able to perform the duties of her job.
On appeal, petitioner argues she is disabled from the performance of her
regular and assigned job duties as a toll collector and bridge operator.
Our review of an administrative agency's final determination is limited.
In re Herrmann, 192 N.J. 19, 27 (2007). We will sustain an agency's action
"unless there is a clear showing that (1) the agency did not follow the law; (2)
the decision was arbitrary, capricious, or unreasonable; or (3) the decision was
not supported by substantial evidence." In Re Virtua-West Jersey Hosp.
Voorhees for a Certificate of Need, 194 N.J. 413, 422 (2008). We may not
second-guess or substitute our judgment for that of the agency. In re Stallworth,
208 N.J. 182, 194 (2011). With regard to expert witnesses, we rely on the ALJ's
"acceptance of the credibility of the expert's testimony and the [judge's] fact-
findings based thereon, noting that the [judge] 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 D.M.H., 161 N.J. 365, 382 (1999).
To qualify for ordinary disability retirement benefits under N.J.S.A.
43:15A-42, a petitioner must establish by a preponderance of the credible
evidence that he or she is "physically or mentally incapacitated for the
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performance of duty and should be retired." "The applicant for ordinary
disability retirement benefits has the burden to prove that he or she has a
disabling condition and must produce expert evidence to sustain this burden ."
Bueno v. Bd. of Trs., Teachers' Pension & Annuity Fund, 404 N.J. Super. 119,
126 (App. Div. 2008). A petitioner "must establish incapacity to perform duties
in the general area of his [or her] ordinary employment[,] rather than merely
show[] [an] inability to perform [his or her] specific job . . . . " Id. at 130 (quoting
Skulski v. Nolan, 68 N.J. 179, 205-06 (1975)).
Having reviewed the record and applying our highly deferential standard
of review, we are satisfied petitioner failed to demonstrate that the Board's
decision, adopting the ALJ's initial decision, is arbitrary, capricious, or
unreasonable, or that it was not supported by substantial credible evidence in
the record. The ALJ assessed the expert testimony presented by the parties and
provided a detailed discussion and evaluation of the medical evidence to
determine petitioner was ineligible for ordinary disability retirement benefits
because she is not physically incapacitated from performing her job duties.
Affirmed.
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