Patty Utley, Widow of Joe Henry Utley, Deceased v. Chester County Highway Department
02S01-9602-CH-00020
Authoring Judge: Joe C. Loser, Jr., Special Judge
Trial Court Judge: Hon. Joe C. Morris,
This workers' compensation appeal has been referred to the Special Workers' Compensation Appeals Panel of the Supreme Court in accordance with Tenn. Code Ann. section 5-6-225(e)(3) for hearing and reporting of findings of fact and conclusions of law. The only issue on appeal is whether the chancellor abused his discretion by commuting a portion of the permanent partial disability award to a lump sum. The panel finds the judgment should be affirmed. Joe Henry Utley died as a result of an injury by accident arising out of and in the course of his employment by the Chester County Highway Department. He left a widow, Patty Utley, and four dependent children. The widow and children were awarded dependents' benefits totaling $19,2., payable at the rate of $137.17 per week. The claimant and four children - and another child of hers - were living in a 6 square foot home. She applied to the trial court for a commutation of the award for the purpose of purchasing a larger home. The proof shows and the chancellor found that she is able to wisely manage her money. The trial court ordered $45,2. paid in a lump sum and the balance periodically, as provided by statute. The chancellor found further that moving into a larger home would be in the best interest of both the claimant and the dependent children and directed that the deed be drafted in such a way as would protect the interest of all the beneficiaries. The evidence does not preponderate against that finding. Upon application by a party and approval by a proper court, benefits which are payable periodically may be commuted to one or more lump sum payment(s), if the court finds such commutation to be in the best interest of the dependents of the deceased employee and that the party seeking a lump sum payment has the ability to wisely manage and control the commuted award. Ponder v. Manchester Housing Authority, 87 S.W.2d 282 (Tenn. 1994). Such applications are not granted as a matter of course. Forkum v. Aetna Life & Casualty Insurance Company, 852 S.W.2d 23 (Tenn. 1993). The claimant has the burden of establishing, first, that a lump sum is in his or her best interest and, second, that he or she is capable of wisely managing and controlling a lump sum, but the decision whether to commute to a lump sum is within the discretion of the trial court. Bailey v. Colonial Freight Systems, Inc., 836 S.W.2d 554 (Tenn. 1992). We have independently examined the record and find that the chancellor did not abuse his discretion in allowing the partial commutation in this case. The judgment is accordingly affirmed. Costs on appeal are taxed to the defendant-appellant. 2

Chester Workers Compensation Panel

02A01-9211-CV-00327
02A01-9211-CV-00327
Trial Court Judge: James E. Swearengen

Shelby Court of Appeals

02A01-9505-CV-00112
02A01-9505-CV-00112
Trial Court Judge: George H. Brown

Shelby Court of Appeals

02A01-9503-CV-00066
02A01-9503-CV-00066
Trial Court Judge: Robert A. Lanier

Shelby Court of Appeals

02A01-9506-CV-00122
02A01-9506-CV-00122
Trial Court Judge: James E. Swearengen

Shelby Court of Appeals

02A01-9507-CV-00152
02A01-9507-CV-00152
Trial Court Judge: Julian P. Guinn

Hardin Court of Appeals

02A01-9506-GS-00133
02A01-9506-GS-00133
Trial Court Judge: Max Seaton

Hardin Court of Appeals

02A01-9510-CH-00238
02A01-9510-CH-00238
Trial Court Judge: George R. Ellis

Gibson Court of Appeals

03A01-9604-CV-00123
03A01-9604-CV-00123

Hamilton Court of Appeals

03C01-9508-CR-00244
03C01-9508-CR-00244
Trial Court Judge: Stephen M. Bevil

Hamilton Court of Criminal Appeals

03C01-9511-CC-00364
03C01-9511-CC-00364
Trial Court Judge: Lynn W. Brown

Carter Court of Criminal Appeals

03C01-9604-CC-00152
03C01-9604-CC-00152
Trial Court Judge: J. Kenneth Porter

Cocke Court of Criminal Appeals

03C01-9212-CR-00431
03C01-9212-CR-00431
Trial Court Judge: Mary Beth Leibowitz

Knox Court of Criminal Appeals

01-9511-CV-00242
01-9511-CV-00242
Trial Court Judge: Dick Jerman, Jr.

Gibson Court of Appeals

01-9511-CV-00242
01-9511-CV-00242
Trial Court Judge: Dick Jerman, Jr.

Gibson Court of Appeals

01A01-9505-CH-00215
01A01-9505-CH-00215
Trial Court Judge: C. Allen High

Davidson Court of Appeals

01A01-9604-CH-00148
01A01-9604-CH-00148
Trial Court Judge: John Walton West

Dickson Court of Appeals

01A01-9511-CH-00493
01A01-9511-CH-00493
Trial Court Judge: Allen W. Wallace

Court of Appeals

X2010-0000-XX-X00-XX
X2010-0000-XX-X00-XX

Court of Appeals

X2010-0000-XX-X00-XX
X2010-0000-XX-X00-XX

Court of Appeals

03C01-9510-CR-00336
03C01-9510-CR-00336

Hamilton Court of Criminal Appeals

Cobb v. Beier, S/C No. 03S01-9610-Cv-00106 (Supreme Court At
03A01-9606-CV-001821997

Bradley Court of Appeals

03A01-9606-CV-00184
03A01-9606-CV-00184

Bradley Court of Appeals

Cobb v. Beier, S/C No. 03S01-9610-Cv-00106 (Supreme Court At
03A01-9606-CV-00184

Bradley Court of Appeals

Canada vs. Ace
03A01-9606-CV-00182

Bradley Court of Appeals