# Jalbert v. Maine Public Employees Retirment System

> Superior Court of Maine · November 16, 2015

URL: https://www.frixlaw.com/law-library/cases/10810649

## Case

- **Court:** Superior Court of Maine
- **Decided:** November 16, 2015
- **Precedential status:** Unpublished
- **Opinion:** Opinion
- **Judges:** Justice, Superior Court
- **Cited by:** 0 later opinions in the Frix Law Library

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## Opinion text

STATE OF MAINE SUPERIOR COURT
KENNEBEC, SS CIVIL ACTION
DOCKET NO. AP 1 5-1 4
ELIZABETH JALBERT,
Petitioner

v. DECISION

MAINE PUBLIC EMPLOYEES
RETIREMENT SYSTEM,
Respondent

Petitioner Elizabeth Jalbert petitions for judicial review, pursuant to M.R. Civ.

P. SOC, the Final Decision of the Board ofTrustees ("Board") of the Maine Public

Employees Retirement System ("System") denying Petitioner disability retirement

benefits. Petitioner contends that she presented significant evidence establishing

that she suffers from permanent disabilities associated with post-concussive

syndrome, depression, and anxiety that render it impossible for her to carry out the

duties of her teaching job. She contends that the Board's denial of benefits violates

statutory provisions, is not supported by substantial evidence on the record as a

whole, is affected by errors of law, and is arbitrary and capricious.

Petitioner explains that she is a hard-working, single mother who has

worked for approximately twenty-four years as a teacher, despite her long-term

depression. Petitioner has worked since the age of 14 or 15 and has spent the

majority of her working life at the Dike-Newell Elementary School, at which she

received numerous positive evaluations and an upstanding reputation throughout

the years. In 2004, Petitioner applied for disability benefits with the System due to

1
bi-polar disorder and anxiety, but withdrew the application after her health

improved thanks to consultations with her psychiatrist, Lawrence Fischman, M.D.

Over the next eight years, Petitioner used sick leave, but never missed work due to

depression.

On January 21, 2012 and nine days later on January 30th she fell twice hitting

her head each time. This resulted in a diagnosis of post-concussive syndrome which

impacted Petitioner's ability to perform her job. In particular, she was having

difficulties with vision, headaches, dizziness, fatigue, and speaking. Petitioner also

experienced difficulties reading, was bothered by noise, lost her social life, and

became dependent on her husband for assistance in many, often mundane matters.

Petitioner's lifelong friend and co-teacher, Kathy Henrickson and Ms.

Henrickson's daughter, Jenner Rice provided unchallenged background information,

eye witness accounts, and examples of how Petitioner was transformed from a self-

sufficient teacher into a shadow of her former self following the falls.

Petitioner submitted evidence by Dr. Morse, allegedly one of the most

respected neuropsychologists in Maine. Dr. Morse found, in pertinent part, that

Petitioner was diagnosed with post-concussive syndrome and that her two head

injuries close in time increased the risk of recovery difficulties. He diagnosed

Petitioner with persistent post concussive syndrome and supported this opinion by

pointing to Petitioner's complaints, her observed functioning difficulties-before

and after the falls-by Ms. Henrickson, and her neuropsychological testing. He

explained Petitioner's functional limitations as: 1) having to very carefully plan

every step of the day in advance to avoid memory and concentration problems; 2)

2
frequently requiring breaks and naps due to fatigue; 3) difficulty multi-tasking and

switching gears; 4) difficulty expressing herself clearly and fluently; 5) difficulty

reading for any length of time; and 6) difficulty processing visual information. Dr.

Morse also concluded that "[i]t is impossible for her to perform her duties as a

school teacher" and that in his "neuropsychological opinion it is more likely than not

that her incapacity is permanent."

Carl S. DeMars, M.D., her primary care provider, examined Petitioner after

her two falls, referred her to John A Taylor, D.O.-Petitioner's treating

neurologist-and concluded that Petitioner is unable to work as a teacher, and

many other occupations, due to her inability to concentrate and her speech

difficulties. Dr. DeMars stated that Petitioner's functional limitations prevent her

from concentrating on more than one thing at a time and require her to take longer

to complete tasks. Dr. DeMars stated that Petitioner obtained maximal

improvement, but is still unable to return to her prior occupation as a teacher ..

David C. Lilly, Psy. D., her cognitive behavioral therapist, noted that his

findings have been consistent with Dr. Morse's findings in that he observed

presentation, communication, and rapportive impairment in daily functioning,

although his observation does not constitute an objective or standardized

assessment. Dr. Lilly noted that he was not concerned about "malingering" and

found Petitioner's efforts in session to be very strong and her work applying

strategies to improve functioning and reduce symptoms excellent.

Colin Robinson, O.D., provided an opinion regarding Petitioner's vision and

balance issues arising from her post-concussive syndrome. In particular, Dr.

3
Robinson opined that most of Petitioner's functional visual problems are caused by

the partial disconnect of her central, focal visual system and peripheral ambient

visual system, which can occur after a neurological event. Petitioner's visual

problems, however, do not show up on any medical scans.

Maureen R. Halma, Ph.D., who was treating Petitioner for mental health

issues long before her falls, supported her application, but was totally ignored by the

Medical Board. Dr. Halma opined that following Petitioner's second fall, it was clear

that she was suffering significant difficulties in communication, and that this was a

significant change from her past behavior. Whereas Petitioner could formerly

manage a full psychotherapy hour, her energy now waned after thirty minutes. In

addition, Dr. Halma found Petitioner' ability to multitask was diminished, she

experienced significant fatigue, and suffered from headaches. Dr. Halma opined that

it is very difficult for her to see how Petitioner could perform as a teacher and hard

for her to imagine her improving to the extent that the impairments would not get in

her way as a teacher in the future.

Dr. John A. Taylor, D.O., neurologist, found, in pertinent part, that he does not

believe Petitioner can perform the essential activities needed to be a school teacher

because she lacks the cognitive skills and has difficulty in multiple domains

including attention and concentration, which leads to problems with working

memory, which leads to problems multitasking and cognitively shifting. Dr. Taylor

found that this "makes it inappropriate for [Petitioner] to work in the fast place [sic]

and challenging setting of a school system." Dr. Taylor noted that in addition to the

cognition problems, Petitioner also has problems with vestibular dysfunction,

4
premorbid anxiety, and depression. He stated at deposition, that while various

forms of therapy have helped Petitioner make a recovery, she has presently

stagnated. Dr. Taylor concludes that it is unlikely Petitioner will make significant

enough gains to be able to return to work as a school teacher in any capacity, based

in part on her problems with concentration, speech, and vestibular ocular

dysfunction. Dr. Taylor also explained, at his deposition, that people with anxiety

and depression-such as Petitioner-are more likely to have worsening anxiety and

depression after post concussive syndrome and that it is unlikely she will recover

enough to return to work. He stated that at this point, Petitioner's problems have

gone on long enough that he doesn't think she is going to recover significantly

enough to go back to work. Petitioner contends that Dr. Taylor also concurred with

the findings of Petitioner's other health care providers and disagreed with those of

the Medical Board.

The System acknowledges that there is factual evidence in the record

supporting the award of disability retirement benefits to Petitioner. However, the

System claims that Petitioner misrepresents the record when it contends there is no

factual support for the decision adopted by the Board (the "Board's Decision" or

"Decision").

The System starts by discussing Petitioner's 2004 application for disability

benefits. The Decision explains that Petitioner received psychiatric care for many

years and "certainly as long ago as 199 6 when Andrew Cook, M.D. was treating her

for bipolar illness. It also found that Petitioner has been treated by Laurence

Fischman, M.D., a psychiatrist, for a condition also identified as bipolar through at

5
least November 2012. 1 Petitioner's 2004 disability application was based on the

medical condition of bipolar disorder, as well as anxiety, stress impacting

hypertension and other health conditions, pre-diabetes, and irritable bowel

syndrome. In support of the application, Petitioner submitted a letter from Dr.

Fischman in which he described Petitioner's functional limitations as follows:

Her functional limitations in relation to classroom teaching include:
difficulty concentrating; difficulty trying to attend to two or more
things at once, or "multi-tasking," difficulty planning and creating
lesson plans; difficulty following or comprehending conversations;
difficulty meeting standards for learning objectives; difficulty
reconciling demands of students, students' parents and school
principal; difficulty tolerating aberrant behavior of students; difficulty
implementing suggestions of principal; difficulty maintaining her
composure in the classroom.

Petitioner's primary care provider, Dr. DeMars also submitted a letter in

support of her 2004 application stating that she could not work as a primary teacher

because of her depression. In the spring of 2005, Petitioner returned to teaching

and withdrew her application. Thereafter, the Decision cited to evidence indicating

that Petitioner remained in treatment for depression, stress, and anxiety.

Respondent then quotes the portion of the Board's Decision discussing

Petitioner's post-concussive syndrome. The Decision analyzes the numerous

medical visits and treatment received following her two falls in late January 2012.

The findings recognize Petitioner's diagnosis with post concussive syndrome, but

also discuss findings that Petitioner's head injuries were mild and that she was

making improvements with therapy and starting to feel better for a time. The

Decision then discusses how Petitioner's employer sought to have her return to

1 In March, 2011, Petitioner switched to Maureen R. Halma, Ph.D., for

psychotherapy, remaining with Dr. Fischman for medication management.

6
work with modified duties, but Petitioner was not sure she could handle going back

to work as requested. It was around this time that Dr. Taylor found Petitioner's

recovery plateaued and sent her to see Dr. Morse, who encouraged her to increase

her working activity and to work with her employer on a job description that made

her comfortable. The Decision then explained how Dr. Morse noted that Petitioner

was having problems with reading, but was performing quite well on many

measures and could benefit from seeing a neuro-optometrist for her vision

problems. The Decision also noted that Dr. Morse found Petitioner's anxiety may

have exacerbated her attention difficulties. Finally, the Decision noted that on

February 1, 2013, Petitioner's speech therapist said Petitioner had met her goals

and her communication skills are within functional limits with no evidence of word

finding deficits or dysfluency.

The Board's discusses Petitioner's employment history and how she has

performed very well throughout the years. The Decision noted how, upon her

return, Petitioner was given modified duties that involved working in small groups

or one-on-one with students in kindergarten and first grade who were behind in

their reading ability. The school principal described the position as much less

demanding and stressful than Petitioner's previous position teaching second grade.

However, Petitioner's work did not progress as anticipated and she requested a

part-time work schedule that was not feasible given the students' needs. This plan

was not approved and shortly thereafter, Petitioner was medically excused from

work and has not returned.

7
With regard to Petitioner's post-concussive syndrome, the

MainePERSMedical Board noted that Dr. Taylor's neurological examination was

mainly normal with the exception of tne mental status examination, which showed

Petitioner had some difficulty with attention span, hesitation of speech, and

dysfluency. The Medical Board agreed that this was consistent with post-concussive

syndrome, but also pointed out that Petitioner's condition improved with time and

therapy and that he thought-at one point, at least-that she would get better. The

Medical Board then discussed how Petitioner's reports to Dr. Taylor was described

as normal except for some dysfluency and that Petitioner appeared to do well on a

variety of cognitive measures when tested by Dr. Morse. Next, the Decision noted

how following Petitioner's return to part-time teaching, there was no specific

description of the difficulties Petitioner contends she faced. Although Petitioner was

taken out of work and Dr. DeMars described her as having progressively worsening

anxiety, Dr. Taylor's subsequent records revealed her speech and overall mental

status were normal. It also notes that Dr. Taylor did not provide an explanation for

Petitioner's apparent plateau in recovery. Accordingly, the Medical Board

determined that the records did not clearly show Petitioner had any persistent

disabling symptoms that could be directly ascribed to the post-concussive

syndrome. On this basis, the Medical Board did not find functional limitations based

on post-concussive syndrome and further found that psychiatric issues and

secondary gain could have contributed to Petitioner's separation from work. 2

2 This finding is suspect as there is supporting psychiatric evidence in the record

and no evidence of any member of the Medical Board ever meeting or examining
Mrs. Jalbert.

8
The Board then discussed the Medical Board's finding that there were

inconsistent and unsupported medical opinions along with evidence of subjectivity

and bias. In particular, the Medical Board noted a dichotomy between Petitioner's

subjective complaints and the evidence of her longstanding mood disorder on the

one hand, and the absence of notable deficits from formal cognitive testing by Dr.

Morse, on the other. In addition, the Medical Board critiqued the adequacy of the

foundation of Dr. Morse and Dr. Demars' opinions because they relied on Petitioner

and Ms. Henrickson's opinions. The Medical Board further critiqued Dr. Taylor's

deposition testimony with his previous statements and the latest

neuropsychological testing, and also observed that Dr. Taylor did not explain

Petitioner's decline in functional abilities over time, which is inconsistent with the

typical course of post-concussive syndrome. 3 The Medical Board also found that

with respect to Petitioner's depression and anxiety, the record shows her anxiety is

well-managed and there were no functional limitations from those conditions as of

her last date in service.

The Board's explains that Petitioner's argument rests on evidence related to

post concussive syndrome and comorbid anxiety and depression. It found, however,

that a careful review of the evidence throw four facts into question: 1) the evidence

contemporaneous with the occurrence of the two head injuries indicates the

impacts were mild; 2) the results of neuropsychological testing by Dr. Morse

showed only mild impairment in a limited area of mental function; 3) Petitioner's

decline in functional capacity occurring over time after the falls is inconsistent with

3 The Medical Board also noted that there were no opinions in the record that

Petitioner's diabetes, hypertension, or asthma resulted in functional limitations.

9
the usual course for her diagnosis and is unexplained; and 4) the functional

impairments alleged in the application resemble the impairments Petitioner

asserted in her 2004 application for disability retirement benefits.

Regarding the mild impacts of Petitioner's head injuries, the Board cites

records from the Emergency Department in which the attending physicians

described the injures as a "mild head injury" and a "closed-head injury- minor." In

addition, there was no loss of consciousness in the first fall and, in the second fall,

the possibility of a transient alteration of consciousness. This evidence, the Board

found, does not support an inference that the impact were considered serious or

significantly injurious by the practitioners who evaluated Petitioner after the falls

and is inconsistent with Petitioner's argument that her post concussive syndrome

has resulted in significant functional limitations that make it impossible for her to

return to teaching.

Addressing Petitioner's impairment on evaluations of cognition and speech,

the Board found that Petitioner's testing, when reviewed by Dr. Morse, showed she

is performing quite well on a wide range of cognitive measures. While attention and

concentration were one of the areas in which Petitioner had the greatest difficulty,

Dr. Taylor noted that Petitioner did quite well overall in a cognitive assessment. In

addition, Petitioner' speech therapist noted that upon her discharge, she had no

trouble finding words and no dysfluency. As a result, the Board found that on the

whole, the formal medical evaluation of Petitioner does not support the existence of

significant impairment.

10
Regarding Petitioner's "unexplained decline," the Board notes that when Dr.

Taylor saw Petitioner in February 2012, he wrote that she did quite well overall on a

cognitive assessment and expected Peitioner's problems would resolve and she

could return to work as usual. In addition, Petitioner's speech therapist noted that,

following Petitioner's treatment, her skills were within functional limits and there

was no evidence of word finding deficits or dysfluency. This evidence, combined

with Dr. Taylor's testimony that the vast majority of patients with post concussive

symptoms improve over time, and that deterioration in cognitive ability with post

concussive syndrome is not probable, raised questions regarding Petitioner's

plateau in her recovery. The record does not adequately explain Petitioner's

recovery plateau.

The Board then discusses how Petitioner's 2004 application for disability

retirement benefits lists very similar functional limitations to those asserted in

2014. In particular, the limitations involve problems concentrating, paying

attention, memory, and processing speed. The Board concludes that this indicates

Petitioner has had difficulties with attention, concentration, and multitasking for

many years, but was able to perform in an exemplary fashion as a primary teacher

for many years. This evidence, the Board concluded, does not support Petitioner's

argument that she is unable to perform the essential duties of her position.

Petitioner contends that her 2004 disability application is not related to her

present application except insofar as her underlying depression and anxiety have

been exacerbated by her post-concussive syndrome. Petitioner contends that while

the Medical Board quotes from Dr. Lilly in support of its position that Petitioner

11
does not suffer from anxiety, it disregards the fact that Dr. Lilly concurs with Dr.

Morse regarding the nature of her disability, functional limitations, and truthfulness.

The Hearing Officer, Petitioner points out, does not even acknowledge Dr. Lilly's

findings. Petitioner contends the Medical Board erred by rejecting Dr. Robinson's

entire practice as neither scientifically validated nor generally accepted. The

Hearing Officer again, is silent regarding Dr. Robinson's findings. The petitioner

notes Dr. Halma's testimony is consistent with Ms. Henrickson's, but rather than

address this testimony, the Medical Board and Hearing Officer do not discuss his

findings.

Taken as a whole, the Board contends that the record does not prove by a

preponderance of the evidence that Petitioner suffers from functional limitations

making it impossible for her to perform the essential duties of her position.

The Court reviews the Board's Decision for an abuse of discretion, error of

law, or findings not supported by the evidence. Uliano v. Bd. of Envtl. Prot., 2009 ME

89, ~ 12, 977 A.2d 400 (citation omitted). "An administrative decision will be

sustained if, on the basis of the entire record before it, the agency could have fairly

and reasonably found the facts as it did." !d. (quoting CWCO, Inc. v. Superintendent of

Ins., 1997 ME 226, ~ 6, 703 A.2d 1258). Where a petitioner challenges the findings

in an administrative decision, the petitioner "cannot prevail unless [s]he shows that

the record compels contrary findings." !d. (quoting Kroeger v. Dep't ofEnvtl. Prot.,

2005 ME 50,~ 8, 870 A.2d 566). "Inconsistent evidence will not render an agency

decision unsupported." !d. (quoting Seider v. Bd. ofExam'rs of Psychologists, 2000

ME 206, ~ 9, 762 A.2d 551); see also Dodd v. Secretary of State, 526 A.2d 583, 584

12
(Me. 1987) ("The court may not substitute its judgment for that of the agency

merely because the evidence could give rise to more than one result"). Stated

differently, a "party seeking review of an agency's findings must prove that they are

unsupported by any competent evidence." Maine Baker's Ass'n v. Bureau of Banking,

684 A.2d 1304, 1306 (Me. 1996). Furthermore, the court "will not overrule findings

of fact supported by substantial evidence, defined as 'such relevant evidence as a

reasonable mind might accept as adequate to support the resultant conclusion."'

Lewiston Daily Sun v. Maine Unemployment Ins. Comm'n, 1999 ME 90, ~ 7, 733 A.2d

344 (quoting Crocker v. Maine Unemployment Ins. Comm'n, 450 A.2d 469, 4 71 (Me.

1982)).

The party seeking to vacate an agency decision bears the burden of

persuasion. Kelley v. Me. Pub. Emps. Ret. Sys., 2009 ME 27, ~ 16, 967 A.2d 676.

"When an agency concludes that the party with the burden of proof failed to meet

that burden, [the court] will reverse that determination only if the record compels a

contrary conclusion to the exclusion of any other inference." /d. (quoting Hale-Rice

v. Me. State Ret. Sys., 1997 ME 64, ~ 17,691 A.2d 1232).

Petitioner raises three arguments in support of her petition. First, she

contends the Board's Decision was not supported by substantial evidence in the

record as a whole because the entire record, "[o]ther than a few pages of notes from

the Medical Board, an entity which has never laid eyes on [Petitioner]," supports

granting Petitioner benefits. Petitioner then contends that the Board's reliance on

the Medical Board's interpretation of the evidence flies in the face of common sense

and does not support the Board's finding. (citing Kelley v. Maine Public Employees

13
Retirement System, 2009 ME 27, ~ 16, 867 A.2d 676; Anderson v. Maine Public

Employees Retirement System, 2009 ME 134, ~ 28, 985 A.2d 501).) Petitioner insists

that every doctor that has treated her, and every lay witness who has testified, has

indicated Petitioner should receive benefits.

Petitioner contends the Board's Decision committed errors oflaw and was

arbitrary and capricious because it did not consider Petitioner's post-concussive

syndrome in combination with her preexisting depression and anxiety. Instead, the

Medical Board created two distinct memos to discuss the conditions of post

concussive syndrome on the one hand, and depression and anxiety on the other.

Petitioner contends that this individual analysis is at odds with the medical reality

of Petitioner's disability as demonstrated by her health care providers. Petitioner

then contends that the hearing officer, and subsequently the Board, adopted the

Medical Board's failure to consider the combination as a basis for Petitioner's

disability. Rather than consider the conditions in combination, Petitioner asserts

that the hearing officer "launches into an analysis based on his own formulated

premises: mild impacts, minimal impairment, evaluations of cognition and speech,

unexplained decline, and 2004 application." This, Petitioner argues, violates Hale-

Rice v. Maine State Retirement System, 691 A.2d 232 (Me. 1997), is arbitrary and

capricious, constitutes an abuse of discretion, and requires reversal.

Petitioner contends that public policy requires Petitioner's application be
granted because,
In a case like this one, where a member is completely disabled, the
denial of disability retirement benefits by the System destroys the
faith of its individual members in the System's statutory responsibility
to provide benefits to deserving members, rather than to profit from
their years of faithful service and subsequently thrust these members

14
out the door without benefits when they are too disabled to perform
the duties of their jobs."

The System counters that to some extent, all of Petitioner's claims challenge

the findings of fact made by the hearing officer and the weight accorded those facts.

Those credibility determinations, however, are exclusively the province of the finder

of fact and will not be disturbed absent a lack of supporting evidence or an abuse of

discretion. (citing Sprague v. Maine Unemployment Ins. Comm'n, 544 A.2d 728, 732

(Me. 1988); Estate of Siebert, 1999 ME 156, ,-r 10, 739 A.2d 365).) While the System

acknowledges that another hearing officer might have reached a different

conclusion, it contends that "it cannot be said that this hearing officer acted

unreasonably when he found the facts as he did, leading him to the conclusions he

made."

This is because the credibility of Dr. DeMars and Dr. Fischman, who support

Petitioner's claim for disability, was undermined by the fact that they previously

supported Petitioner's claim for disability in 2004, when the record indicates that

she was able to work, and work well, after 2004. In addition, the System argues that

the similarity in purported functional limitations casts serious doubt on Petitioner's

arguments that her symptoms are related to her minor head injuries in 2012.

Furthermore, the System explains that while it is clear that Petitioner suffers from

anxiety and depression, those conditions were kept well under control for a number

of years. It also contends that to the extent Petitioner experienced the same

symptoms in 2011-12 that she had in 2004, it is not unreasonable to assume that

her increased anxiety was due to stressors at the time, not the 2012 falls.

15
Petitioner argues that the System essentially argues it expected Petitioner's

symptoms to improve over time and, because they did not, Petitioner did not have a

significant disability. Petitioner argues it is nonsensical to point to Petitioner' lack of

recovery as evidence that she is not disabled or is manufacturing her symptoms. In

any event, Petitioner is not required to prove why she has not reached pre-injury

functionality, only that she has attempted recommended treatment and continues to

suffer from the disability. Petitioner then reiterates that Petitioner's continued

disability is due in part to the fact that she suffers from anxiety and depression in

addition to post concussive syndrome. Petitioner contends the record demonstrates

that these conditions can exacerbate post concussive syndrome and demonstrate

Petitioner's continued disability. The Board, however, did not accept this clearly

established argument and in so doing abused its discretion. Finally, Petitioner

contends that the System's focus on her previous disability application is nothing

more than an attempt to justify an arbitrary and capricious finding. "Realistically,

memos of the [Medical] Board, which run contrary to all other evidence on the

record, are not enough to controvert the substantial evidence which is consistent

with a finding of permanent disabling conditions .... "

5 M.R.S. § 17924 provides that "a member qualifies for a disability

retirement benefit if disabled while in service and ... before normal retirement age."

Section 17921(1) defines "disabled" as meaning:

[T]he member is mentally or physically incapacitated under the
following conditions:

A. The incapacity is expected to be permanent;

B. That it is impossible to perform the duties of the member's

16
employment position [i.e. functional limitations];

C. After the incapacity has continued for 2 years, the incapacity
must render the member unable to engage in any
substantially gainful activity for which the member is
qualified by training, education or experience; and

D. The incapacity may be revealed by examinations or tests
conducted in accordance with section 17926.

5 M.R.S. § 17921(1).

Section 17106-A(1), regarding the requirement of independent decision

makers, states, in pertinent part:

All hearing officers are independent decision makers and are
authorized to make recommended final decisions in regard to matters
that come before them, consistent with applicable statutes and
rules ... [and that] [t]he board shall accept the recommended decision
of the hearing officer unless the recommended decision is not
supported by the record as a whole ... the ... hearing officer has made an
error of law or the decision exceeds the authority or jurisdiction
conferred upon the hearing officer ....

5 M.R.S. § 17106-A(1). In reaching a decision, the EDD, Hearing Officer and Board

receive advice from the Medical Board. 5 M.R.S. § 17106(3). In particular,

The medical board ... shall review the file of an applicant for disability
retirement and ... [p] rovide a written report of its analysis of how the
applicant's medical records do or do not demonstrate the existence of
physical or mental functional limitations entitling an applicant to
benefits ....

5 M.R.S. § 17106(3)(D). These medical board memoranda exist "to inform the

executive director and Board as to the medical board's view on the existence of a

disability that would entitle an applicant to benefits." Kelley v. Me. Pub. Emps. Ret.

Sys., 2009 ME 27, ~ 25, 967 A.2D 676 (noting that the Medical Board serves as "an

advisor" to the System). As such, Medical Board memoranda evaluating an

17
applicant's medical evidence may be considered as contrary medical opinion.

Anderson v. Me. Pub. Emps. Ret. Sys., 2009 ME 134, ~ 28, 985 A.2d 501.

It appears that there is substantial evidence on the record as a whole

supporting the Board's Decision. This is because the Board's Decision turns largely

on findings of credibility, which are exclusively the province of the finder of fact and

cannot be disturbed absent a lack of supporting evidence or an abuse of discretion.

Sprague v. Maine Unemployment Ins. Comm'n, 544 A.2d 728, 732 (Me. 1988); Estate

of Siebert, 1999 ME 156, ~ 10, 739 A.2d 365. In particular, the Board's Decision

implicitly found that Petitioner exaggerated the extent of her head injuries and the

resulting difficulties, that Petitioner's recovery "plateau" was unlikely due to

medical symptoms, that Petitioner's actual impairments were mild in nature, and

that Petitioner was in no worse shape than she was since 2004, when she received

exemplary performance reviews. Although there is certainly evidence supporting a

finding that Petitioner is qualified to receive disability retirement benefits, the court

does not find the Board's Decision committed errors of law, an abuse of discretion,

was arbitrary and capricious, or not supported by substantial evidence on the

record as a whole.

For reasons explained above, the entry will be:

The Maine Public Employee's Retirement System Board of Trustees

Decision and Order of February 12, 2015, Appeal #2013-044 is AFFIRMED;

PETITION denied.

Clerk may docket by reference.

18
Date: November 16, 2015

JUISTICE, SUPERIOR COURT

/IP-/5- 1~

19
Date Filed 3/11/15 Kennebec Docket No. AP-15-14 F
County
Action: Petition for Review J. Marden
80C

Elizabeth Jalbert vs. MainePERS

Plaintiff's Attorney Defendant's Attorney

Gerard Conley, Jr., Esq. ChristopherMann, AAG
465 Congress Street 6 State House Station
Portland, ME 04101 Augusta, ME 04333-0006

Date of Entry

3/13/15 Petition for Review of Final Agency Action, filed 3/11/15. s/Conley, Esq.

3/17/15 Letter entering appearance for MainePERS, filed 3/16/15. s/Mann, AAG

4/17/15 Administrative Record and MainePERS Rule Chapter 702, filed 4/10/15. s/Emery,
Appeals Clerk

4/17/15 Notice and Briefing Schedule issued.
Copy to Atty Conley, AAG Mann

5/27/15 Brief of Petitioner, filed 5/27/15. s/Conley, Esq.

6/17/15 Opposition to Rule 80C Petition, filed 6/12/15. s/Mann, AAG

6/26/15 Petitioner's Reply Brief, filed 6/25/15. s/Conley, Esq.

7/2/15 Oral argument scheduled 7/24/15 at 3:00.
Notice of Hearing sent to Atty Conley, AAG Mann

7/31/15 Oral argument not held on 7/24. To be rescheduled.

8/7/15 Oral argument scheduled 8/20/15 at 3:00.
Notice of Hearing sent to Atty Conley, AAG Mann

8/13/15 Motion to Continue, filed. s/Mann, AAG

8/17/15 ORDER, Marden, J.
The Court continues oral argument (now set for 8/20/15) until the next available date.
Copy to Atty Conley and AAG Mann

10/9/15 Oral argument scheduled 10/27/15 at 9:30.
Notice of Hearing sent to Atty Conley, AAG Mann

10/28/15 Hearing held 10/27/15, J. Marden presiding.
Courtroom 6.
Under advisement.

Page 1 AP-15-14
11/16/15 DECISION, Marden, J.
The Maine Public Employees Retirement System Board of Trustees Decision and Order
of February 12, 2015, Appeal #2013-044, is AFFIRMED.
Copy to Atty Conley and AAG Mann
Copy to repositories

11/16/15 Notice of removal of record sent to AAG Mann

Page 2 AP-1.5-14

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Source: Frix Law Library, https://www.frixlaw.com/law-library/cases/10810649. Public record. Not legal advice.
