Justia Oregon Supreme Court Opinion Summaries

The Department of Human Services was required by law to recover Medicaid payments from those assets in which the Medicaid recipient had an interest at the time of death. In 2008, the department amended its administrative rules regarding the scope of that recovery. The amended rules allowed the department to recover the payments from assets that the recipient had transferred to a spouse up to five years before a person applied for Medicaid. Pursuant to ORS 183.400, petitioner Tim Nay sought judicial review of those rule amendments. The Court of Appeals agreed with petitioner that the amendments were invalid. The department then sought review. The Oregon Supreme Court concluded that the rule amendments were invalid under ORS 183.400(4)(b) because they exceeded the department’s statutory authority. Accordingly, the Court affirmed the Court of Appeals. View "Nay v. Dept. of Human Services" on Justia Law

Petitioners sought review of the Attorney General’s certified ballot title for Initiative Petition (IP) 1 (2018), contending that the “yes” and “no” result statements and the summary did not comply with the requirements set out in ORS 250.035(2). IP 1 was a proposed amendment to the Oregon Constitution that, if approved, would prohibit public funding for abortions, “except when medically necessary or as may be required by federal law.” Section 1 of IP 1 set out that general prohibition, and Section 2 set out several related definitions. Section 3 set out two exceptions to the prohibition in Section 1. Section 4 provided that nothing in the proposed amendment “shall be construed as prohibiting the expenditure of public funds to pay for health insurance,” so long as “such funds are not spent to pay or reimburse for the costs of performing abortions.” The Oregon Supreme Court considered petitioners’ arguments regarding the “yes” and “no” result statements in the certified title, and concluded that those statements substantially complied with statutory requirements. However, the Court agreed with one of petitioners’ arguments challenging the summary, and therefore referred the summary back to the Attorney General for modification. View "Jimerson v. Rosenblum" on Justia Law

Plaintiff purchased an insurance policy from defendant that provided coverage for his house, other structures on his property, personal property, and loss of use for up to 12 months. The policy also included “extended dwelling coverage,” which provided additional coverage of 50 percent to pay for unexpected repair or rebuilding costs that exceeded the base amount of coverage for the house. A fire completely destroyed plaintiff’s house and its contents and damaged other structures on the property. Plaintiff and defendant disagreed about what was owed under the policy. In particular, the parties disagreed about whether plaintiff was entitled to the extended dwelling coverage without having to first actually replace the house. After a lengthy and complicated trial, the jury returned a special verdict finding for plaintiff on his breach of contract claim and assessing damages in the amount of the limits of the extended dwelling coverage. The jury also found for defendant on the counterclaim, however. The trial court declined to enter a judgment awarding plaintiff any damages. The court concluded that, in light of the jury’s findings on the counterclaim, the insurance policy had been voided, and as a result, it was defendant who was entitled to a judgment for all payments that it had made under the policy up to that time. Plaintiff appealed. The Court of Appeals concluded that the trial court had erred in even sending the counterclaim to the jury because there was no evidence that defendant had reasonably relied on any misrepresentations by plaintiff. Defendant petitioned the Oregon Supreme Court, which ultimately denied defendant’s petition. Plaintiff sought an award of $30,771 in attorney fees incurred before the Supreme Court, contending that, given the Court of Appeals’ decision, he was the prevailing party on appeal and was entitled to fees. The Supreme Court concluded that plaintiff’s action was “upon [a] policy of insurance” within the meaning of ORS 742.061(1), and therefore did not address whether defendant was correct about the insufficiency of plaintiff’s “alternative” theory of recovery under the statute, based on his defeat of the counterclaim. Defendant advanced no other objection to the requested award of fees. The petition for attorney fees was allowed. View "Masood v. Safeco Ins. Co. of Oregon" on Justia Law

The issue this case presented for the Oregon Supreme Courts review centered on a liability insurer’s duty to defend an insured against a civil action. "Ordinarily, courts decide whether an insurer had a duty to defend by comparing the provisions of the insurance policy to the allegations of the complaint against the insured, without regard to extrinsic evidence." In this case, the trial court and the Court of Appeals concluded that extrinsic evidence should have been considered, and after considering such evidence, held that the insurer had a duty to defend. On review, the Supreme Court agreed that the insurer had a duty to defend and therefore affirmed. "We do not see any need to resort to extrinsic evidence, however, or to modify our existing case law regarding when an insurer has a duty to defend." View "West Hills Development Co. v. Chartis Claims" on Justia Law

Defendant Scott Gerhardt was convicted of strangling his wife. At sentencing, the trial court awarded the victim restitution for attorney fees that she incurred to enforce a no-contact order that the court had previously entered while defendant was in jail as well as to obtain a permanent protective order. The issue in this case was whether those attorney fees could be awarded as restitution under ORS 137.106(1)(a), which authorized restitution when a person is convicted of a crime “that has resulted in economic damages.” The Court of Appeals concluded that they may not be awarded and reversed. The Supreme Court concluded that, because defendant conceded that the attorney fees were caused by his conduct and were a reasonably foreseeable result of that conduct, the trial court did not err in awarding restitution for those fees. View "Oregon v. Gerhardt" on Justia Law

Plaintiff filed this action claiming, among other things, that a quorum of the Lane County commissioners had violated ORS 192.630(2) by engaging in a series of private communications to decide whether to comply with a public records request. Plaintiff’s claim raised two issues: (1) whether a quorum of a public body can “meet” in violation of ORS 192.630(2) by means of seriatim communications or whether a quorum can meet only if all the members of the quorum are present at the same time; and (2) whether, if a quorum can meet by means of seriatim communications, plaintiff’s evidence was sufficient to establish that a quorum of the commissioners met privately. The trial court assumed that a quorum could be met by means of seriatim communications, but it ruled that plaintiff had not offered sufficient evidence to avoid defendants’ special motion to strike. The court accordingly dismissed plaintiff’s claims without prejudice. The Court of Appeals reversed. After review, the Supreme Court agreed with the trial court that, given the evidence that plaintiff offered in response to defendants’ special motion to strike, no reasonable trier of fact could find that a quorum met to decide whether to comply with the public records request. The Court reversed the Court of Appeals' decision with respect to that issue, and remanded this matter back to the appellate court for further consideration on whether the trial court abused its discretion in denying plaintiff's request for further discovery. View "Handy v. Lane County" on Justia Law

Defendant Lane Jesse was indicted in April 2011 on one count of first-degree sexual abuse, based on an allegation that he knowingly subjected his daughter M to sexual contact. The issue on appeal to the Oregon Supreme Court was whether the trial court erred in excluding certain expert testimony at trial on grounds it was not helpful to the jury. Defendant proffered that evidence in support of his theory that certain statements that he had made were not, in fact, actual confessions of guilt. After review, the Supreme Court concluded that the trial court did not err in excluding the proffered testimony and affirmed defendant’s conviction. View "Oregon v. Jesse" on Justia Law

Plaintiff sought a prescriptive easement over an existing road that crossed defendants’ property. The dispute in this case was whether plaintiff satisfied the requirement to prove “adverse use.” The trial court found that plaintiff did establish adverse use of the road in either of two ways: (1) plaintiff’s use of the road interfered with defendants’ rights, in that defendants could see vehicles passing in close proximity to their house; or (2) in the alternative, plaintiff established adversity through testimony that he believed (although without communicating that belief to defendants) that he had the right to use the road without defendants’ permission. The Court of Appeals affirmed. After review of this matter, the Supreme Court concluded that the trial court and the Court of Appeals erred: in this case, there is a complete absence of evidence in the record that plaintiff’s use of the road either interfered with the owners’ use or that plaintiff’s use was undertaken under a claim of right of which the owners were aware. The trial and appellate courts’ decisions were reversed and the matter remanded for further proceedings. View "Wels v. Hippe" on Justia Law

Plaintiff, a Washington corporation and casino operator, brought an action in Oregon against the city of Portland under the Oregon Uniform Declaratory Judgment Act, seeking a declaration that certain practices the city had approved through its “social gaming” permitting system were contrary to Oregon law. Plaintiff asserted that it was adversely affected by the city’s issuance of permits to engage in those gaming practices to establishments in Portland, in that persons who previously had patronized its casino in Washington were choosing to gamble in city-permitted card rooms in Portland instead. The city moved for summary judgment on the ground that plaintiff lacked standing, and the trial court granted the motion, reasoning that, insofar as plaintiff’s Washington casino was not subject to the “legal system” that was the object of the declaratory judgment action, plaintiff had no “rights, status [or] other legal relations” that could be adversely affected. The Court of Appeals agreed, holding that, to establish standing under the declaratory judgment act, a plaintiff must be subject to the laws it asks the court to construe or must, at least, do business or own property in Oregon. But on appeal to the Oregon Supreme Court, the city argued that the Oregon Court should have limited standing in a declaratory judgment action to those persons who could demonstrate that their interests were within the “zone of interests” that the relevant statute sought to protect. The Oregon Supreme Court agreed with the Court of Appeals' reasoning and affirmed its judgment. View "MT&M Gaming, Inc. v. City of Portland" on Justia Law

In the underlying litigation to this appeal, claimants were petitioners or represented petitioners who challenged legislation passed in 2013 that changed the pension benefits paid to certain members of the Public Employee Retirement System (PERS) by limiting the statutory cost-of-living adjustment (COLA) and eliminating a PERS income-tax offset for out-of-state retirees. In "Moro v. Oregon," (351 P.3d 1 (2015) (Moro I)), the Oregon Supreme Court largely agreed with petitioners’ argument that modifications to the COLA formula impaired petitioners’ contractual rights, thus violating Article I, section 21, of the Oregon Constitution. But the Court rejected petitioners’ similar challenge to the elimination of the income-tax offset. Petitioners, who were active and retired members of PERS, were the prevailing parties. Following the decision in Moro I, claimants petitioned for attorney fees and costs. State respondents and county/school district respondents filed objections. The Supreme Court referred those petitions to a special master for recommended findings of fact and conclusions of law. The special master reported his recommendations, and the parties subsequently filed objections and responses to those recommendations. The issues raised in those filings included which legal doctrines justified an award of attorney fees in this case; whether self-represented attorneys were eligible to receive an award of attorney fees; whether the fees sought by claimants were reasonable; and how to pay for an award of fees and costs. After review, the Oregon Supreme Court concluded that fees should be awarded based on the common-fund and substantial-benefit doctrines; that the self-represented attorneys were eligible to receive a fee award under those doctrines; that a reasonable fee award under the lodestar approach had to be based on reasonable hourly rates and reflect reductions to account for duplicative work and work on unsuccessful claims; and that an award in this case should be paid for as determined by the Public Employees Retirement Board (PERB) in a manner that was consistent with its statutory authority and fiduciary obligations. View "Moro v. Oregon" on Justia Law