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National Linen Service v. Tolliver

Citations: 686 So. 2d 797; 1997 Fla. App. LEXIS 259; 1997 WL 26475Docket: No. 95-3878

Court: District Court of Appeal of Florida; January 26, 1997; Florida; State Appellate Court

Narrative Opinion Summary

In the case at hand, National Linen Service and its carrier, GAB Business Service, challenged an order from a judge of compensation claims (JCC) regarding the treatment of attorney's fees in social security offset calculations for permanent total disability (PTD) benefits received by an employee. The JCC had initially ruled in favor of including attorney's fees in the PTD benefits, which should be deducted from the employee's monthly payments. However, upon commencement of social security disability benefits to the employee, the employer and carrier applied the offset without accounting for these attorney's fees. The JCC found that under Florida law, attorney's fees must be excluded from the offset calculation, aligning with federal statutes (42 U.S.C.A. § 424a) and regulations (20 C.F.R. § 404.408), which allow for such exclusions when consistent with state law. The court unanimously affirmed the JCC’s ruling, emphasizing the application of the Florida reverse offset statute, which prevents reductions beyond federal limits, thus maintaining the exclusion of attorney’s fees from the offset in the employee's favor.

Legal Issues Addressed

Exclusion of Attorney’s Fees from Social Security Offset

Application: The judge of compensation claims determined that attorney's fees must be excluded from the social security offset calculation in accordance with Florida law.

Reasoning: The JCC determined that Florida law mandates excluding attorney’s fees from the offset calculation.

Federal Offset Regulation

Application: The court noted that federal law allows for social security offsets when combined with state workers' compensation benefits, but legal expenses related to disability claims may be excluded if consistent with applicable laws.

Reasoning: Federal law (42 U.S.C.A. § 424a) allows for an offset of social security benefits when combined with state workers' compensation benefits, capping the total at 80% of pre-disability earnings.

Florida Reverse Offset Statute

Application: Florida’s reverse offset statute clarifies that reductions in benefits cannot exceed those allowed under federal law, necessitating the exclusion of attorney's fees from the offset.

Reasoning: Florida has a 'reverse offset' statute (section 440.15(10), Florida Statutes) but clarifies that reductions cannot exceed what the federal law would permit.

Inclusion of Legal Expenses in Offset Calculations

Application: The court upheld the decision that attorney’s fees incurred under Florida law are to be included in the offset calculations for disability benefits.

Reasoning: Although the employer argued it was not liable for Tolliver’s attorney's fees, the JCC found that since the fees were incurred under Florida law, they must be included in the offset calculation.