Employee Benefits

Sharp v. The Board of Trustees of the State Employees' Retirement System

Illinois Appellate Court
Civil Court
Pensions
Citation
Case Number: 
2014 IL App (4th) 130125
Decision Date: 
Monday, January 13, 2014
District: 
4th Dist.
Division/County: 
Sangamon Co.
Holding: 
Affirmed.
Justice: 
KNECHT
Plaintiff retired from State employment, and Defendants (SURS) approved his monthly pension, but then notified Plaintiff that they had calculated his pension using wrong formula, and would reduce his monthly pension and would collect overpayment. Legislature expressly granted SURS authority to correct a mistake in benefits at any time, but not to fix errors in its pension calculations beyond the 35-day period provided for by Administrative Review Law. (TURNER and STEIGMANN, concurring.)

Pierce v. Colvin

Federal 7th Circuit Court
Civil Court
Social Security
Citation
Case Number: 
No. 13-1525
Decision Date: 
January 13, 2014
Federal District: 
N.D. Ill., E. Div.
Holding: 
Vacated and remanded
Record failed to contain sufficient evidence to support ALJ’s denial of claimant’s application for Social Security disability insurance and SSI based on claimant’s back condition, even though ALJ found that claimant’s statements about nature and extent of her pain symptoms were not credible. Remand was required where: (1) ALJ did not inquire more deeply about claimant’s limited treatment history that, according to ALJ, failed to provide quantifiable test results to support her claims of back pain; and (2) ALJ misstated record regarding number of hours and amount of weight that claimant could work/lift during typical day. Moreover, claimants account of her pain was not so contradicted by medical evidence so as to be incredible.

Sullivan v. Running Waters Irrigation, Inc.

Federal 7th Circuit Court
Civil Court
ERISA
Citation
Case Number: 
No. 13-1308
Decision Date: 
January 9, 2014
Federal District: 
N.D. Ill., E. Div.
Holding: 
Affirmed
Dist. Ct. did not err in finding that two corporations that were established contemporaneously with debtor corporation’s closing were subject to successor liability under ERISA for purposes of payment of past due pension fund debt incurred by debtor corporation, where said corporations were substituted for debtor corporation under Rule 25(c) motion that was granted without hearing. Record showed that: (1) owner of substituted corporations was also official in debtor corporation and had notice of instant pension fund debt; (2) one substituted corporation hired five of six former employees of debtor corporation; (3) all three corporations operated out of owner’s home; and (4) there was continuity of business operations, where substituted corporations provided essentially same services to customers of debtor corporation. Fact that Dist. Ct. did not conduct evidentiary hearing prior to granting Rule 25(c) motion did not require different result.

Garcia v. Colvin

Federal 7th Circuit Court
Civil Court
Social Security
Citation
Case Number: 
No. 13-2120
Decision Date: 
December 20, 2013
Federal District: 
N.D. Ind., Hammond Div.
Holding: 
Reversed and remanded
Record failed to support ALJ’s denial of claimant’s application for Social Security disability benefits based on claimant’s cirrhosis of liver, low platelet count, hepatitis C and umbilical hernia conditions, where two doctors, including one employed by Social Security Administration, agreed that claimant could not engage in any gainful activity, and record otherwise showed that claimant’s medical conditions were so severe that he could not receive medical treatment to improve his condition. Fact that claimant’s employer at time claimant ceased to work would have allowed claimant to take two or three days off per week because of claimant’s ailments did not require different result where said employer made offer only because of claimant’s specialized expertise. Ct. further noted that ALJ committed series of factual errors when denying instant application.

Dalton v. Office of Workers’ Compensation Programs, U.S. Dept. of Labor

Federal 7th Circuit Court
Civil Court
Black Lung Disease
Citation
Case Number: 
No. 13-1243
Decision Date: 
December 20, 2013
Federal District: 
Petition for Review, Order of Benefits Review Bd.
Holding: 
Petition granted
Record supported ALJ’s finding that August 1991 was onset date of claimant’s claim of total disability on account of his pneumoconiosis. While Bd. found that benefits should have begun in June of 1999, when claimant filed his application, because there was no medical opinion evidence that reflected date upon which claimant had become totally disabled on account of pneumoconiosis, Ct. of Appeals found that onset of disease was August of 1991, where claimant stopped working due to breathing problems at that time, and where claimant’s 1991 pulmonary function tests qualified him for finding of total disability under applicable regulations. Moreover, defendant-employer failed to present any evidence indicating that claimant’s lung disease in 1991 was caused by something other than combination of coal dust and smoking.

Public Act 98-506

Topic: 
Driving and cell phones
(D'Amico, D-Chicago; Mulroe, D-Chicago) prohibits using a hand-held cell phone or personal digital assistant while driving. Exempts the use of a hands-free or voice-operated mode, which may include the use of a headset. It also exempts using an electronic communication device that is activated by pressing a single button to initiate or terminate a voice communication. Second or subsequent convictions are moving violations. The fine is a maximum of $75 for the first offense, $100 for the second offense, $125 for the third offense, and $150 for the fourth or subsequent offense. Effective Jan. 1, 2014.

Hooker v. Retirement Board of the Firemen's Annuity and Benefit Fund of Chicago

Illinois Supreme Court
Civil Court
Pension Code
Citation
Case Number: 
2013 IL 114811
Decision Date: 
Thursday, December 19, 2013
District: 
1st Dist.
Division/County: 
Cook Co.
Holding: 
Appellate court reversed in part and affirmed in part; circuit court affirmed.
Justice: 
BURKE
"Duty aqvailability pay" category of firefighters' compensation cannot be included in calculation of salary for annuity available to surviving spouse of firefighter whose death was result of performance of act of duty, unless it was duty availability pay received by the firefighter.(GARMAN, FREEMAN, THOMAS, and KARMEIER, concurring; THEIS and KILBRIDE, dissenting.)

Slocum v. The Board of Trustees of the State Universities Retirement System

Illinois Appellate Court
Civil Court
Pension Code
Citation
Case Number: 
2013 IL App (1st) 130182
Decision Date: 
Wednesday, December 11, 2013
District: 
1st Dist.
Division/County: 
Champaign Co.
Holding: 
Affirmed.
Justice: 
TURNER
Decision by State Universities Retirement System (SURS) denying retired college professors' requests to purchase service credit under Illinois Pension Code was not a denial of equal protection, as no evidence to corroborate claim that they were treated differently from similarly situated individuals. SURS acted within scope of its authority and deferred to college as to appropriate percentages of professors' workload. (KNECHT, concurring; APPLETON, dissenting.)

Bates v. Colvin

Federal 7th Circuit Court
Civil Court
Social Security
Citation
Case Number: 
No. 12-3359
Decision Date: 
December 2, 2013
Federal District: 
N.D. Ind., Hammond Div.
Holding: 
Reversed and remanded
Record failed to support ALJ’s denial of claimant’s application for SSI benefits based on claim that she suffered from cervical radiculopathy and psychological conditions that made it difficult for her to sustain employment. While ALJ could properly find that claimant was not credible with respect to her complaints of pain associated with her physical ailments, remand was required because ALJ improperly discredited claimant’s testimony concerning limitations caused by her bi-polar condition and failed to give physician’s opinion with respect to claimant’s mental condition appropriate weight it deserved under treating physician rule.

Cerentano v. UMWA Health and Retirement Funds

Federal 7th Circuit Court
Civil Court
ERISA
Citation
Case Number: 
No. 13-2037
Decision Date: 
November 22, 2013
Federal District: 
S.D. Ill.
Holding: 
Reversed and remanded
Dist. Ct. erred in granting defendant-pension plan’s motion for summary judgment in plaintiff-coal minor’s ERISA action alleging that defendant wrongfully denied his application for disability benefits under said plan, after defendant found that there was no causal link between plaintiff’s mine injuries and plaintiff’s award of Social Security disability benefits that, according to defendant, were based on physical and mental conditions that arose from car accident that occurred after plaintiff had left mine. Defendant, in denying instant application, failed to assess whether plaintiff’s mine injuries were “a causal link” in Social Security’s ALJ decision to award Social Security disability benefits, and record showed that plaintiff’s elbow injury from mine could have comprised “a causal link” in ALJ decision. Fact that elbow injury was not itself disabling did not preclude plaintiff from obtaining benefits under plan.