MICHAEL E. BRUNER AND WIFE, KATHY C. BRUNER, APPELLANTS,
v.
CATERPILLAR, INC., F/K/A/ CATERPILLAR TRACTOR COMPANY, AND BURFORD EQUIPMENT COMPANY, APPELLEES

Fla. 1st DCA | 1993-11-12
No. 92-2237
Allen, J., Barfield, J., Booth, J.
627 So. 2d 46 Florida District Court of Appeal, First District (1993) Positive Treatment
Cited by 7 cases

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Synopsis

Florida appellate court affirmed denial of collateral source offset where defendant sought to reduce damages by plaintiff's workers' compensation benefits, holding that a tortfeasor cannot benefit from plaintiff's negotiated subrogation waiver with the workers' compensation insurer.


Holding

A collateral source offset under section 768.76(1) is not permitted when the plaintiff has settled workers' compensation claims with a negotiated subrogation waiver, as the tortfeasor defendant is not a party to and has no interest in the workers' compensation action.


Headnotes

[1] A tortfeasor defendant cannot obtain a collateral source offset based on workers' compensation benefits received by plaintiff when the workers' compensation insurer has w…

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Key Quotes

“section 768.76 does not imbue a wrongful tortfeasor with the benefit of a plaintiffs settlement of a third party claim with a negotiated subrogation waiver”

Court explaining why collateral source offset is not allowed despite workers' compensation benefits received

Facts & Procedural History

Michael Bruner was injured and received workers' compensation benefits. He and his wife sued Caterpillar and Burford Equipment Company for damages. Th…

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Opinion of the Court
ALLEN, Judge.

ALLEN, Judge.

The appellants raise several issues in this civil ease, each of which we find to be without merit. The appellee Caterpillar cross-appeals, contesting the court’s denial of a collateral source offset under section 768.-76, Florida Statutes. We find this issue to be likewise without merit. The asserted offset was based on the appellant Michael Bruner’s receipt of workers’ compensation benefits, for which the workers’ compensation insurer had a statutory subrogation right under section 440.39(2), Florida Statutes. Although the workers’ compensation insurer claimed no subrogation interest in accordance with a negotiated agreement for settlement of the workers’ compensation claim, the appellee was not a party to and had no interest in the workers’ compensation action. Its liability as a defendant in the appellants’ separate civil action is unaffected by the private allocation of rights in the workers’ compensation action. A collateral source offset pursuant to section 768.76(1) is not allowed due to the statutory subrogation right which pertains under section 440.39(2), as section 768.76 does not imbue a wrongful tortfeasor with the benefit of a plaintiffs settlement of a third party claim with a negotiated subrogation waiver. See also Respess v. Carter, 585 So. 2d 987 (Fla. 5th DCA 1991). The court thus properly declined to grant the appellee’s request for a collateral source offset, and the challenged order is affirmed.

BARFIELD, J., concurs.

BOOTH, J., concurs with written opinion.

Concurrence
BOOTH, Judge,

BOOTH, Judge,

specially concurring.

I fully concur in the majority’s disposition of the issues raised by appellants and in the holding that appellee has no entitlement under section 768.76, Florida Statutes, to a collateral source offset for workers’ compensation benefits received by Michael Bruner. I write separately to more fully explain what I believe to be the basis for the majority’s holding.

Section 768.76(1) permits a tortfeasor an offset in the amount of any collateral source of indemnity unless the source of indemnity has a right of subrogation.

Under section 440.39(2), Florida Statutes, an employer or workers’ compensation insurer has a right of subrogation to an injured employee’s rights against a third-party tortfeasor. It is the existence of this right of subrogation, not the exercise of such right, which prevents appellee from being entitled to a collateral source offset. The purpose of the two statutes is to permit an injured person having both a third-party tort claim and a workers’ compensation claim to achieve no less than, nor more than, a full recovery. Because Michael Bruner presumably accepted a lesser amount in settlement of his workers’ compensation claim in exchange for the workers’ compensation insurer’s waiver of its subrogation right, permitting appellee to receive the benefit of this bargain would thwart the purpose of the statutes. In view of this, appellee’s contention that denying the offset would permit a double recovery particularly lacks merit.


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Citator

Cited By

  • Sutton v. Ashcraft, 671 So. 2d 301 (Fla. 5th DCA 1996)
    …l sources for which a subrogation or reimbursement right exists.” § 768.76(1), Fla. Stat. (1993) (emphasis added). The waiver or relinquishment of such rights does not destroy their character. As Judge Booth explained in Bruner v. Caterpillar, Inc., 627 So. 2d 46 (Fla. 1st DCA 1993), it is the existence of such rights, not their exercise, which denies a tortfeasor the statutory right to a collateral source reduction. Id. at 47 (Booth, J., concurring). If in Bruner a plaintiff could not be burdened by a subro…
  • Terri van Winkle, P. A. v. Johnston, 813 So. 2d 1065 (Fla. 1st DCA 2002)
    …h the Johnstons, and there has been no contention that its right to same had lapsed or expired due to any applicable statute of limitations. In my judgment, the clear language of section 768.76(1) precludes a setoff. See Bruner v. Caterpillar, Inc., 627 So. 2d 46 (Fla. 1st DCA 1993) (denying collateral source offset under section 768.76(1) to workers’ compensation benefits based on statutory subrogation right under the Workers’ Compensation Law). In so concluding, I would reject Van Winkle’s reliance on Nat…
  • Centex-Rodgers Constr. Co. v. Herrera, 816 So. 2d 1206 (Fla. 4th DCA 2002)
    …aft, 671 So. 2d 301 (Fla. 5th DCA 1996). 3. Section 768.76 of the Florida Statutes does not imbue a wrongful tortfea-sor with the benefit of a plaintiffs settlement of a third party claim with a negotiated subrogation waiver. Bruner v. Caterpillar, 627 So. 2d 46 (Fla. 1st DCA 1993). AFFIRMED. WARNER and HAZOURI, JJ, concur. . See § 768.76 Fla. Stat. (1999).…

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