YRC Worldwide, Inc. v. Corrigan ( 2024 )


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  • No. 488                 July 10, 2024                     751
    IN THE COURT OF APPEALS OF THE
    STATE OF OREGON
    In the Matter of the Compensation of
    Maribeth T. Corrigan, DCD, Claimant.
    YRC WORLDWIDE, INC.,
    Petitioner,
    v.
    Maribeth T. CORRIGAN, DCD,
    Respondent.
    Workers’ Compensation Board
    2100343
    A177768
    Argued and submitted June 14, 2023.
    Daniel Sato argued the cause and filed the brief for
    petitioner.
    Jodie Anne Phillips Polich argued the cause for respon-
    dent. Also on the brief was Law Offices of Jodie Anne Phillips
    Polich, P.C.
    Before Aoyagi, Presiding Judge, Joyce, Judge, and
    Jacquot, Judge.
    JACQUOT, J.
    Reversed and remanded.
    752   YRC Worldwide, Inc. v. Corrigan
    Cite as 
    333 Or App 751
     (2024)                                                 753
    JACQUOT, J.
    This workers’ compensation case involves a dispute
    over claimant’s entitlement to survivor benefits after his
    spouse was fatally injured in the course of her employment.
    The employer, YRC Worldwide, issued a denial of benefits
    on the ground that claimant fell within an exception to the
    definition of “beneficiary” because, although legally married
    to the decedent at the time of the fatal injury, claimant and
    the decedent were “living in a state of abandonment for more
    than one year at the time of the injury or subsequently.” ORS
    656.005(2)(b)(A) (2019).1 The Workers’ Compensation Board
    set aside the denial, based on a finding that claimant and
    the decedent were “living separate and apart” for less than
    one year before the fatal injury.
    Employer now petitions for review of the board’s
    order. For the reasons explained below, we conclude that the
    board erred in focusing exclusively on whether claimant and
    the decedent shared a residence at any time during the one-
    year period preceding the injury. Although “living separate
    and apart” is a requirement under a related sentence of ORS
    656.005(2)(b)(A), the legislature did not make it a prerequi-
    site for “living in a state of abandonment,” the exception at
    issue in this case. We therefore reverse and remand for the
    board to consider more broadly whether claimant and the
    decedent were “living in a state of abandonment for more
    than one year”—that is, whether the parties had, through
    their conduct, demonstrated an intent to forsake the mari-
    tal obligations for a period of more than one year.
    I. BACKGROUND
    We draw the background facts from the board’s fac-
    tual findings, which the parties do not challenge on judicial
    review. See King v. SAIF, 
    300 Or App 267
    , 268, 452 P3d 1039
    (2019) (where factual findings are not challenged, those are
    the facts for purposes of judicial review).
    Claimant and the decedent were married in 2001.
    In February 2019, the decedent filed a petition for separation
    1
    ORS 656.005(2)(b) has since been amended, and this exclusion is no longer
    part of the statute. See Or Laws 2022, ch 6, § 5. Unless otherwise noted, all refer-
    ences to ORS 656.005(2)(b) are to the 2019 version of the statute.
    754                        YRC Worldwide, Inc. v. Corrigan
    of marriage. Her listed residence was the same as claim-
    ant’s, an Oregon City address. Claimant filed a response to
    the petition in March 2019, which noted that he and the
    decedent lived at the same residence.
    On June 19, 2019, the decedent filed a motion for
    an immediate danger order, in which she listed a contact
    address in Sandy, Oregon. In order to avoid contact with
    claimant, she noted that she avoided going home and worked
    at night.
    The following month, the decedent filed declarations
    stating, under penalty of perjury, that claimant earned more
    than $115,000 per year, while the decedent earned only $16
    per hour, and that she had a gross monthly income of $2,771.
    The decedent noted that she had no access to funds other
    than her paycheck, that she could not withdraw from claim-
    ant’s account, and that claimant had kept their finances
    hidden. The decedent stated that she was living in her car
    and at women’s shelters.
    The decedent also filed a motion for leave to amend
    her separation petition, and the amended petition stated,
    again under penalty of perjury, that claimant and the dece-
    dent’s children lived with both claimant and the decedent at
    the Oregon City address from 2001 until June 14, 2019
    In various filings from the summer of 2019 through
    January 2020, the decedent represented that her address
    was in Sandy, Oregon, and that she had resided there since
    July 2019. She also filed another declaration regarding
    her finances, this time demonstrating a monthly income
    of $4,327, explaining that she was working unsustainable
    but necessary overtime because claimant was not providing
    child or spousal support.
    In conjunction with a filing regarding spousal sup-
    port in February 2020, the decedent signed a declaration
    stating, under penalty of perjury, that she had relocated
    from the family residence earlier than June—in February
    2019. She stated that, since that time, she had received no
    support from claimant, which required her to work up to 70
    hours in a week. The decedent stated that she was unable
    to earn enough to support her basic needs and the needs of
    Cite as 
    333 Or App 751
     (2024)                                                755
    their children, and she requested temporary spousal sup-
    port. Claimant, meanwhile, filed a response in which he
    denied all of the decedent’s allegations.
    In May 2020, the decedent was fatally injured in
    the course and scope of her employment. The separation pro-
    ceeding was dismissed, and an attorney was appointed to
    administer the decedent’s estate.
    One of the questions that arose in administering
    the estate was claimant’s entitlement to workers’ compensa-
    tion benefits. Employer’s claims processing agent, Sedgwick
    Claims Management, hired an investigator to conduct
    research regarding the decedent and determine the status
    of her separation from claimant. The investigator deter-
    mined that claimant and the decedent had stopping living
    together around June or July 2019 and that the decedent
    moved from the family residence to a residence in Sandy,
    Oregon, in approximately July 2019. Sedgwick then advised
    the decedent’s estate that, “[p]ursuant to the information in
    our file, the surviving spouse is not a statutory beneficiary
    entitled to monthly benefits due to separation at the time of
    the compensable fatality.”2 Employer’s denial was based on
    ORS 656.005(2)(b)(A), which provided that a “beneficiary”
    does not include:
    “[a] spouse of an injured worker living in a state of aban-
    donment for more than one year at the time of the injury or
    subsequently. A spouse who has lived separate and apart
    from the worker for a period of two years and who has not
    during that time received or attempted by process of law
    to collect funds for support or maintenance is considered
    living in a state of abandonment.”
    Claimant filed a hearing request and contested
    employer’s denial. An administrative law judge set aside
    the denial, and the board affirmed the ALJ’s conclusion.
    The board reasoned that, contrary to employer’s argument,
    the decedent’s act of filing for separation did not establish
    that she was living separate and apart from claimant for
    purposes of showing a “state of abandonment.” Rather, the
    board found “insufficient evidence in this record to establish
    2
    Employer accepted the claim with regard to the decedent’s eligible children.
    756                         YRC Worldwide, Inc. v. Corrigan
    that claimant and decedent lived separate and apart for
    more than one year.”
    Employer now seeks judicial review of the board’s
    order, arguing that the legislature intended “state of aban-
    donment” to include “situations in which there is no longer
    a viable marriage or in which the marriage between the
    two parties has effectively ended,” particularly where one
    party has filed for separation. Claimant defends the board’s
    order, arguing that the board correctly reasoned that filing
    for separation does not establish a “state of abandonment”
    and that, in light of uncertain evidence as to when decedent
    obtained her own residence, the board correctly ruled that
    employer had not proved that the spouses had been living
    “separate and apart” for more than a year prior to the dece-
    dent’s death.
    II. ANALYSIS
    A.    Standard of Review
    We review the board’s order for substantial evidence
    and errors of law. ORS 183.482(8)(a), (c); ORS 656.298(7).
    “Whether the board correctly interpreted a statute is a ques-
    tion that we review for legal error under ORS 183.482(8)(a).”
    Cardoza v. SAIF, 
    332 Or App 72
    , 74-75, ___ P3d ___ (2024).
    B.    Interpretation of ORS 656.005(2)(b)(A)
    Employer’s petition for judicial review puts at issue
    the meaning of the phrase “living in a state of abandon-
    ment” in ORS 656.005(2)(b)(A). To determine the mean-
    ing of a statutory phrase, we generally use the framework
    described in State v. Gaines, 
    346 Or 160
    , 171, 206 P3d 1042
    (2009), discerning legislative intent by examining the text,
    in context, as well as legislative history that appears useful
    to the court’s analysis. 
    Id. at 172
    . However, “depending on
    the nature of the statutory term at issue, an administrative
    agency’s construction of a statute * * * may be entitled to a
    measure of deference.” OR-OSHA v. CBI Services, Inc., 
    356 Or 577
    , 585, 341 P3d 701 (2014). Whether that is the case
    depends on whether the disputed terms are exact, inexact,
    or delegative, which itself involves a question of statutory
    construction, requiring us to examine the text of the statute
    Cite as 
    333 Or App 751
     (2024)                              757
    in its context. See Timber Town Living v. Dept. of Human
    Services, 
    320 Or App 154
    , 159, 513 P3d 28, rev den, 
    370 Or 602
     (2022).
    Exact terms “impart relatively precise meaning[s],”
    and “[t]heir applicability in any particular case depends upon
    agency factfinding.” Springfield Education Assn. v. School
    Dist., 
    290 Or 217
    , 223-24, 
    621 P2d 547
     (1980). Inexact terms
    “are less precise” and are “open to various interpretations,”
    but they “embody a complete expression of legislative mean-
    ing.” Coast Security Mortgage Corp. v. Real Estate Agency,
    
    331 Or 348
    , 354, 15 P3d 29 (2000). Finally, delegative terms
    “express incomplete legislative meaning that the agency is
    authorized to complete.” 
    Id.
     Examples of delegative terms
    include “good cause,” “fair,” “undue,” “unreasonable” and
    “public convenience and necessity.” Springfield Education
    Assn., 
    290 Or at 228
    . If a term is delegative, then the court
    reviews the agency decision to ensure that the board’s inter-
    pretation is “within the range of discretion allowed by the
    more general policy of the statute.” 
    Id. at 229
    .
    Claimant suggests that the term “state of abandon-
    ment” is delegative, and that we must defer to the board’s
    interpretation of that term. We disagree. As we will explain,
    the phrase has a complicated history and is open to various
    interpretations, but it draws from well-understood terms
    of art and represents a complete expression of legislative
    policy regarding when a spouse is excluded from the defini-
    tion of “beneficiary.” The term is not delegative but inexact.
    Thus, our task is to determine the intended meaning of the
    phrase, applying the ordinary tools of statutory construc-
    tion. CBI Services, Inc., 
    356 Or at 589
     (where a phrase is “not
    so precise as to require only factfinding” nor “an open-ended
    phrase that necessitates further administrative agency pol-
    icy making,” the court’s task is “to determine the intended
    meaning of the phrase, applying the ordinary tools of statu-
    tory construction”).
    We begin with the history of inclusion and exclusion
    of spouses as beneficiaries under the Workers’ Compensation
    Act, because it provides necessary context for understand-
    ing the legislature’s eventual inclusion of the phrases “state
    of abandonment” and “living separate and apart” in the
    758                                YRC Worldwide, Inc. v. Corrigan
    different sentences of ORS 656.005(2)(b)(A). See Montgomery
    v. City of Dunes City, 
    236 Or App 194
    , 199, 236 P3d 750
    (2010) (“Changes in the text of a statute over time are con-
    text for interpreting the version at issue in a given case.”).
    When the Workers’ Compensation Act was enacted
    in 1913, it expressly recognized that its purpose was to more
    fairly distribute the burden borne by workers, employers,
    and taxpayers in providing care and support for injured
    workers and their dependents. See Or Laws 1913, ch 112,
    § 1 (expressing the purpose and policy of the act). It defined
    a “beneficiary” to mean “a husband, wife, child or dependent
    of a workman, in whom shall vest a right to receive pay-
    ment under this act.” Or Laws 1913, ch 112, § 14. However,
    the act only provided death benefits to a widow or “invalid”3
    widower of an injured worker. See Or Laws 1913, ch 112,
    § 21(a)(1) (outlining compensation upon death for a widow
    or “invalid widower”). At that time, a husband was civilly
    and criminally liable for his wife and children’s care, main-
    tenance, and support; thus, there was a legal presumption
    that a wife and children were dependent. But that presump-
    tion went only one direction—a husband was not a depen-
    dent unless he qualified as “invalid.”
    In addition to limiting benefits to the widow or
    “invalid” widower, the act also excluded the husband or wife
    of an injured worker from “beneficiary” status under what
    was the precursor to the exclusion in ORS 656.005(2)(B)(a):
    “A husband or wife of an injured workman, who has deserted
    said injured workman for more than one year prior to the
    time of the injury or subsequently shall not be a beneficiary
    under this act.”
    Or Laws 1913, ch 112, § 21(j) (emphasis added).
    The law did not define “deserted,” nor did it describe
    what conduct would constitute “desertion.” However, at
    that time, “desertion” had a well-understood meaning in
    the context of marriage: “The act by which a person aban-
    dons and forsakes, without justification, or unauthorized,
    a station or condition of public or social life, renouncing
    3
    “Invalid means one who is physically or mentally incapacitated from earn-
    ing.” Or Laws 1913, ch 112, § 14.
    Cite as 
    333 Or App 751
     (2024)                                                759
    its responsibilities and evading its duties.” Black’s Law
    Dictionary 360 (2nd ed 1910); see generally Comcast Corp.
    v. Dept. of Rev., 
    356 Or 282
    , 296, 337 P3d 768 (2014) (when
    “a term is a legal one, we look to its established legal mean-
    ing as revealed by, for starters at least, legal dictionaries”
    (internal quotation marks omitted)). The phrase “more than
    one year prior to the time of the injury” also had signifi-
    cance in the matrimonial and divorce law of the time: “[W]
    illful desertion for the period of one year” was one ground for
    divorce. See Lord’s Oregon Laws, title VI, ch VIII, § 507(5)
    (1910) (providing “willful desertion for the period of one
    year” as a cause for divorce). “[W]illful desertion” within the
    context of a divorce proceeding was understood to mean “the
    voluntary separation of one of [the] married parties from
    the other, or the voluntary refusal to renew a suspended
    cohabitation without justification either in the consent or
    wrongful conduct of the other.” Sisemore v. Sisemore, 
    17 Or 542
    , 545, 
    21 P 820
     (1889); see also Black’s Law Dictionary
    360 (2nd ed 1910) (defining “desertion in matrimonial and
    divorce law” to require the same elements as “willful deser-
    tion” in Oregon case law).4 An act was “willful” when “there
    is a design to forsake the other spouse wrongfully or without
    cause, and thereby break up the marital union.” See Ogilvie
    v. Ogilvie, 
    37 Or 171
    , 179, 
    61 P 627
     (1900).
    Therefore, when the legislature first enacted the
    workers’ compensation scheme, the legislature would have
    understood a “husband or wife who has deserted” to mean
    a husband or wife who had abandoned, without justification
    or authorization, their marital responsibilities or duties for a
    period that would be cause for divorce. However, because the
    legislature omitted the word “willful” before “deserted,” it also
    appears to have broadened “desertion” beyond what would
    have been grounds for divorce at the time, sweeping up not
    only “willful” desertions but also those separations to which
    the spouse had consented or acquiesced. Cf. Luper v. Luper,
    
    61 Or 418
    , 424, 
    96 P 1099
     (1908) (“[I]f, either expressly or by
    4
    Specifically, Black’s Law Dictionary 360 (2nd ed 1910), defined “desertion
    in matrimonial and divorce law” as “[a]n actual abandonment or breaking off of
    matrimonial cohabitation, by either of the parties, and a renouncing or refusal
    of the duties and obligations of the relation, with an intent to abandon or forsake
    entirely and not to return to or resume marital relations, occurring without legal
    justification either in the consent or the wrongful conduct of the other party.”
    760                          YRC Worldwide, Inc. v. Corrigan
    implication from the circumstances, the complainant consents
    to the original separation, or to its continuance, and that con-
    sent is not revoked, there is no such desertion as warrants a
    divorce[.]” (Internal citation omitted.)). Notably, in the case of
    a “willful desertion,” the fact that the parties may have shared
    a physical domicile was not necessarily dispositive. Cf. Baker
    v. Baker, 
    99 Or 213
    , 
    195 P 347
     (1921) (concluding that lack of
    cohabitation, as defined by marital sexual relations, “consti-
    tutes matrimonial desertion, though the deserting party con-
    sents still to live in the same house with the other”).
    In 1921, the legislature amended the Workers’
    Compensation Act to remove the one-year requirement from
    the spousal exclusion. But it inserted a requirement that the
    deserting husband or wife be “living apart” from the injured
    worker:
    “(j) A husband or wife of an injured workman who has
    deserted and is living apart from said injured workman at
    the time of the injury shall not be a beneficiary under this
    act.”
    Or Laws 1921, ch 311, § 5. When the Workers’ Compensation
    Act was codified in the Oregon Revised Statutes in 1953,
    that same exclusion was moved into the definition of benefi-
    ciary in ORS 656.002(1):
    “Beneficiary means an injured workman, and the hus-
    band, wife, child or dependent of a workman, who is enti-
    tled to receive payments under ORS 656.002 to 656.590;
    provided, that a husband or wife of an injured workman who
    has deserted and is living apart from the injured workman
    at the time of the injury shall not be a beneficiary.”
    (Emphasis added.)
    Neither the 1921 statute nor the 1953 version pro-
    vided a definition of what it meant to be “living apart” from
    the injured worker. But that phrase, too, had an under-
    stood legal meaning in the context of matrimonial law that
    tracked the ordinary understanding of the term: Black’s
    Law Dictionary defined “living apart” as “[t]o live in a sepa-
    rate abode.” Black’s Law Dictionary 1084 (4th ed 1951). So,
    as of 1953, the exception appears to have contemplated an
    act of desertion by the worker’s spouse that resulted in the
    Cite as 
    333 Or App 751
     (2024)                                 761
    spouses living apart at the time of the workplace injury—
    with no specific requirement as to how long the parties had
    been living apart prior to that injury.
    Then came the most significant change to the exclu-
    sion, at least for purposes of this case. In 1957, the legis-
    lature revised the exclusion again, introducing the phrase
    “state of abandonment” and adding a new, separate sentence
    to the statute addressing a “wife who has lived separate and
    apart from her husband”:
    “Beneficiary means an injured workman, and the hus-
    band, wife, child or dependent of a workman, who is entitled
    to receive payments under ORS 656.002 to 656.590; pro-
    vided, that a husband or wife of an injured workman {who
    has deserted and is living apart from the injured workman
    at the time of the injury shall not be a beneficiary} living
    in a state of abandonment for more than one year at
    the time of the injury or subsequently is not a benefi-
    ciary. A wife who has lived separate and apart from
    her husband for a period of two years and who has
    not during that time, received or attempted by pro-
    cess of law to collect funds for her support or main-
    tenance, is deemed living in a state of abandonment.”
    ORS 656.002(1) (1957) (deleted language in italics and new
    language in bold).
    Because the terms “abandonment” and “desertion”
    were often used interchangeably in the context of marriage
    and separation, it is difficult to tell what the legislature may
    have intended by that switch. See, e.g., Luper, 
    61 Or at 423
    (“Desertion or abandonment consists in the voluntary sepa-
    ration of one spouse from the other for the prescribed time,
    without the latter’s consent, without justification, and with
    the intention of not returning.” (Internal citations omitted.));
    see also Webster’s Second New International Dictionary 2
    (unabridged 2nd ed 1952) (providing several definitions for
    “abandonment,” including “1. Act of abandoning, or state of
    being abandoned (in any sense); total desertion * * *; 2. Law : a
    Desertion by a husband or wife of his or her consort with the
    intention of creating a permanent separation”).
    However, the grammatical and structural changes
    in the statute were significant legislative choices. First, by
    762                         YRC Worldwide, Inc. v. Corrigan
    using the phrase “state of abandonment” rather than “who
    has deserted and is living apart,” the statute turned the
    focus to the state of the marriage rather than specific con-
    duct or living situation of the spouse of the injured worker.
    See Webster’s Second New Int’l Dictionary 2461 (unabridged
    2nd ed 1952) (providing several definitions of “state,” includ-
    ing “1. Mode or condition of being; position; nature; condition
    * * * 3. Condition with reference to wealth, social position,
    etc.”).
    Second, with the addition of the new sentence, the
    legislature created a conclusive statutory presumption of
    abandonment. Given the structure of the statute, that pre-
    sumption—in the case of a wife “who has lived separate and
    apart from her husband for a period of two years and who has
    not during that time, received or attempted by process of law
    to collect funds for her support or maintenance”—appears to
    have been one way, but not the only way, that a spouse of an
    injured worker might be in a “state of abandonment.”
    The legislature’s removal of the “living apart”
    requirement in the first sentence, coupled with its explicit
    inclusion of the requirement of “living separate and apart”
    in the second sentence, creates a measure of ambiguity as
    to whether “living separate and apart” is a necessary pre-
    requisite to a “state of abandonment.” The phrase “separate
    and apart” was itself a term of art in the context of marriage
    and referred to circumstances where “the spouses have
    come to a parting of the ways and have no present intention
    of resuming marital relations and taking up life together
    under the same roof, not where they are residing temporar-
    ily in different places for economic or social reasons.” Black’s
    Law Dictionary 1084 (4th ed 1951). On the one hand, the
    legislature may have understood “state of abandonment” to
    necessarily include such a requirement; on the other hand,
    it may have intended the parties’ residence to be one factor
    to consider in determining whether the parties were “living
    in a state of abandonment,” as opposed to a prerequisite.
    We are not aware of any specific legislative his-
    tory that sheds additional light on the 1957 changes, but
    the statute is identical to an exclusion that existed under
    Washington’s Workmen’s Compensation Act. See, e.g, Weyand
    Cite as 
    333 Or App 751
     (2024)                                763
    v. Dep’t of Lab. & Indus., 181 Wash 114, 115, 
    42 P2d 6
    , 6
    (1935) (applying a statute providing, “A husband or wife of an
    injured workman, living in a state of abandonment for more
    than one year at the time of the injury or subsequently, shall
    not be a beneficiary under this act. A wife who has lived sep-
    arate and apart from her husband for the period of two years
    and who has not, during that time, received, or attempted
    by process of law to collect, funds for her support or mainte-
    nance, shall be deemed living in a state of abandonment.”).
    By the time Oregon adopted that same language,
    the Washington Supreme Court had applied its statute on
    two occasions, so we look to those cases for guidance as to
    what the legislature might have intended when it borrowed
    that language. See Jones v. General Motors Corp., 
    325 Or 404
    , 418, 
    939 P2d 608
     (1997) (“If the Oregon Legislature
    adopts a statute or rule from another jurisdiction’s legisla-
    tion, we assume that the Oregon legislature also intended
    to adopt the construction of the legislation that the highest
    court of the other jurisdiction had rendered before adoption
    of the legislation in Oregon.”).
    In Johnson v. Dep’t of Lab. & Indus. of Washington,
    3 Wash 2d 257, 258-59, 
    100 P2d 382
    , 383 (1940), the court
    explained how the two sentences operate together:
    “The first sentence [excluding the ‘wife of an injured work-
    man, living in a state of abandonment for more than one
    year at the time of the injury or subsequently’] * * * has
    been a part of the workmen’s compensation act from the
    beginning. The second sentence [which addresses when
    a wife is ‘deemed living in a state of abandonment’] was
    added [in 1927]. It provides a method, though not necessar-
    ily an exclusive one, of proving the abandonment spoken of
    in the first sentence.”
    (Internal citations omitted; emphasis added.) That case law
    is consistent with what can be gleaned from the text of the
    statute, which is that the second sentence is not the exclu-
    sive means of proving a “state of abandonment.”
    Beyond that, the Washington cases provide only
    limited guidance as to the meaning of specific statutory lan-
    guage, but they are consistent with the view that the second
    sentence is a narrower way of proving that the parties had,
    764                          YRC Worldwide, Inc. v. Corrigan
    for the requisite amount of time, demonstrated their intent
    to permanently sever the marital union and accompanying
    obligations. For example, in Johnson, the court explained:
    “It seems fair to presume that the legislature had in
    mind that, when a husband and wife had lived separate
    and apart for two years or more, proof that the husband
    had contributed nothing to the wife’s support during that
    period would raise a just inference that he had wholly aban-
    doned her, and that proof that she had not attempted to
    secure relief by legal means during that period would raise
    an equally just inference that she had fully accepted the
    situation, and the abandonment was, therefore, complete.”
    3 Wash 2d at 263, 100 P2d at 385 (emphasis added). In that
    case, the court held that “a payment by a husband to a wife
    living apart and caring for their child, even though desig-
    nated for the support of the child, may be deemed to be a
    payment for the support of the mother as well.” Id. at 264,
    100 P2d at 385. Thus, the court concluded that “appellant
    received support from her husband within the two-year
    period, and that abandonment was not proven.” Id.
    In Weyand, the court considered the application of
    the exception in the case of spouses who had been apart for
    more than two years while one spouse looked for work. The
    court stated, “It cannot be contended that, at the time men-
    tioned, there was any breaking up of the family by a sepa-
    ration which either party anticipated or desired would be
    permanent.” 181 Wash at 117, 42 P2d at 7. The court held
    that “[i]t cannot be the intention of this section that a wife
    ‘be deemed living in a state of abandonment’ while she is
    being supported out of community funds voluntarily turned
    over to her by her husband when he leaves her to search for
    work, no facts appearing which would indicate any intention
    on the part of either the husband or wife to break up the home
    or to terminate the marital relation, either in fact or by legal
    process.” Id. (emphasis added).
    Based on the two-sentence structure of the stat-
    ute and the interpretation by the Washington Supreme
    Court, we are persuaded that the Oregon legislature in 1957
    intended the second sentence to operate as one method of
    showing that the parties had manifested an intention to
    Cite as 
    333 Or App 751
     (2024)                                               765
    forsake the marital relationship. We are further persuaded
    that, in light of the statute’s enactment history and the
    removal of a “living apart” requirement from the first sen-
    tence, the legislature did not intend “living separate and
    apart” to be a prerequisite under the first sentence of the
    statute. See Belinskey v. Clooten, 
    237 Or App 106
    , 110, 239
    P3d 251 (2010), rev den, 
    349 Or 601
     (2011) (considering the
    significance of wording changes between the current version
    and its predecessor).5 Rather, by removing “living apart,”
    the legislature gave the first sentence a broader meaning,
    whereby a “state of abandonment” could include the concept
    of a “willful” desertion or a desertion in which the parties
    have acquiesced. See Springfield Utility Board v. Emerald
    PUD, 
    339 Or 631
    , 642, 125 P3d 740 (2005) (“[U]se of a term
    in one section and not in another section of the same stat-
    ute indicates a purposeful omission[.]” (Internal quotation
    marks omitted.)). And, as described earlier, the fact that par-
    ties may have been living in the same physical domicile was
    an important factor, but not necessarily a dispositive one, for
    purposes of “willful desertion.” See ___ Or App at ___ (slip
    op at 10); see also Weatherspoon v. Weatherspoon, 
    195 Or 660
    ,
    
    246 P2d 581
     (1952) (explaining that “the spouse remaining
    home whose acts or omissions have caused the other spouse
    to leave the home may be guilty of desertion entitling the
    other spouse to a divorce therefor * * * [and] such desertion
    by the spouse remaining home [is deemed] ‘constructive
    desertion’ ”); ORS 107.210 (1957) (wife can file for separation
    from bed and board if husband fails to provide support for
    six months or if husband has willfully deserted for any time
    period).
    Although the legislature later removed some of the
    gendered language in the statute, replacing “husband” and
    “wife” with “spouse,” Or Laws 1975, ch 556, § 4, and “work-
    man” and “his spouse” with “worker,” ORS 1977, ch 109, § 2,
    it did not otherwise substantively change the statute in the
    years been 1957 and 2019. Specifically, the phrase “living in
    5
    We note that Washington subsequently added the living “separate and
    apart” requirement to the first sentence in 1973. See RCW 51.08.020 (1973)
    (“PROVIDED, That a husband or wife of an injured workman, living separate
    and apart in a state of abandonment, regardless of the party responsible therefor,
    for more than one year at the time of the injury or subsequently, shall not be a
    beneficiary.”).
    766                                  YRC Worldwide, Inc. v. Corrigan
    a state of abandonment for more than one year at the time
    of the injury or subsequently” carried through to the 2019
    version.
    Given that history, we understand the phrase “liv-
    ing in a state of abandonment for more than one year at the
    time of the injury or subsequently” in the first sentence of
    ORS 656.005(2)(b)(A) to refer to circumstances in which the
    parties have, through their conduct, forsaken the marriage
    for a period of more than a year. The filing of a separation
    petition is a relevant consideration, as is the financial inter-
    dependence of the parties. And there is no question that the
    fact of a separate domicile is a relevant consideration—and
    perhaps the most significant one in many cases—but the
    legislature did not make it a prerequisite for proving that
    the parties had, for more than a year, renounced the mar-
    riage and were living “in a state of abandonment” for pur-
    poses of the first sentence of ORS 656.005(2)(b)(A).
    In this case, the board erroneously treated “living
    separate and apart” as a requirement under the first sen-
    tence of ORS 656.005(2)(b)(A). Its ruling against employer
    turned on its finding that claimant and the decedent lived
    separate and apart for less than one year before the fatal
    injury.6 Because the board looked only to whether the par-
    ties were living separate and apart, it did not engage in the
    broader inquiry contemplated by ORS 656.005(2)(b)(A) as
    to whether the parties had, through conduct, demonstrated
    an intent to forsake the marital obligations for a period of
    more than one year. We therefore reverse and remand for
    reconsideration.7
    Reversed and remanded.
    6
    The board initially stated that there was “insufficient evidence in this
    record to establish that claimant and decedent lived separate and apart for more
    than one year.” Later, the board appeared to make an affirmative finding but
    still relied exclusively on whether claimant and the decedent “lived separate and
    apart”: “Under these particular circumstances, we find that claimant and dece-
    dent lived separate and apart for less than one year before the fatal injury (i.e.,
    from June 2019 until May 14, 2020). Thus, claimant is a ‘beneficiary’ and, there-
    fore, is entitled to survivor benefits pursuant to ORS 656.204(2)(a).”
    7
    Because we reverse and remand, we do not reach claimant’s cross-
    petition regarding the denial of attorney fees.
    

Document Info

Docket Number: A177768

Filed Date: 7/10/2024

Precedential Status: Precedential

Modified Date: 7/10/2024