Hernández Nieves v. Industrial Commission of Puerto Rico
Hernández Nieves v. Industrial Commission of Puerto Rico
Opinion of the Court
delivered the opinion of the Court.
For about 16 years José. Hernández Nieves, appellant herein, worked as overseer in a tobacco field in . the towrl of
On October 30, 1961 an employer's report was rendered to the State Insurance Fund setting forth that “about two years ago, while working in the tobacco sheds, he began to cough and could not breathe well.” In November he was referred to Dr. Héctor Martínez Villafañe who performed several examinations in Clínica Antillas, where he was confined for about 15 days. On January 3, 1962 Dr. Jacobo Simonet, Chief of the Division of Chest Diseases of the State Insure anee Fund, rendered a special medical report which in its pertinent part, after describing the findings of a tomogram, reads: “The findings toward the right upper lobule and.the left vertex [of the lungs] are probably due to a chronic infection of tuberculous origin accompanied by secondary bronchiectasis. The lobulated dense shadow toward the right hilus is very probably of neoplastic origin.” He therefore concluded that the pulmonary lesions did not bear any relation to his work nor had been aggravated as a consequence thereof. The Manager ruled that there was no history of the occur
Hernández appealed to the Industrial Commission by means of a memorandum alleging that his condition was the result of a labor accident and that there was causal relation with the accident sustained. On June 19, 1962 a medical hearing was held before the Industrial Commission. On that same date Dr. H. Vázquez Milán, medical director of that agency, rendered a report in which, after making reference to the. findings of the studies made by Dr. Martínez Villa-fañe, he said that “in view of the history which the workman has just given us, we have the impression that his condition is directly connected with his work,” and in view of Dr. Abel de Juan’s disagreement with this conclusion he referred the matter, for discussion at a public hearing.
The Industrial Commission held a public hearing and issued an order which in its pertinent part reads: • ..
“At the opening of the hearing Dr. Vázquez Milán stated that he had intervened in this case at a medical hearing held June 19, 1962; that there was a number of reports, among them one from Dr. Jacobo Simonet., who was of the opinion that as a result of the laborer’s chronic infection of tuberculous' origin accompanied by secondary bronchiectasis his condition had no relation to his work; that there are other reports of pulmonary function made by Dr. Héctor Martínez Villafañe showing that the laborer’s condition is pulmonary deficiency due to a chronic infection of a high respiratory type; that his condition of tuberculous activity or nonactivity not having been determined, it would be advisable to have him examined by the phthisiologist of the Commission, Dr. David García, and to send him the radio-graphic and tomographic studies made on the laborer, in addition to the laboratory information on pulmonary functions made by Dr. Martínez Villafañe.”
On October 31 Dr. Garcia rendered a report ruling out any lesion of tuberculous origin, “since the result of Koch’s bacillus and also of four PPD tuberculin tests, intermediate doses, had been negative.” In view of the presence of pulmo
It may be asserted that the public hearing held September 17, 1963 was devoted to receiving expert testimony of the different physicians who have intervened during the entire process of appellant’s illness. Already in the course of this opinion we have referred to the examinations performed on him; We shall merely consider at this time other salient points of their testimony, with special emphasis on the causal relation of the disease and the work.- Dr. Héctor Martínez Villafañe testified that Hernández was referred to him in November 1961 for the purpose of making a bronchography, which he was unable to perform because he presented marked pulmonary insufficiency; that afterwards he made some examinations in order to determine the capacity of the respiratory function, the finding of which was marked pulmonary emphysema due to fibrosis of both lobules in the upper region; that Hernández had pulmonary fibrosis “which he has acquired somehow, the bronchitis or some other prior condition which was aggravated during the period he inhaled smoke, which in my opinion must have affected him”; that tobacco powder contains silica and may produce fibrosis. When he was asked whether the laborer’s condition could have been caused or aggravated by the working conditions, he answered: “Yes sir, I believe so, because
In an elaborate decision the Industrial Commission determined that the medical evidence was clear and convincing as to the fact that the laborer was suffering from pulmonary fibrosis of unknown etiology. In the same breath it added: “Claimant’s attorney alleges that his client is suffering from
Reconsideration having been sought, the Commission ratified its decision of the case. As basis therefor it insisted, citing Vélez v. Industrial Commission, 79 P.R.R. 266 (1956), that in order to classify a disease as resulting from an accident it is not enough that it occur in the course and as a result of work. It alleged further that the case of Atiles v. Industrial Commission, 69 P.R.R. 586 (1949), was the most similar to that at bar, but it pointed out that the doctrine therein established had been set aside by virtue of the following language in the matter of Salazar, infra: “In those opinions this Court relied on cases and used language which was so broad that the rule seemed to be ‘that all diseases traceable to the work of the employer are compensable on the theory of “an accident,” despite the fact that they are not
In order to fix the issue within its real perspective it- is necessary to sum up the different grounds adduced by defendant agency for dismissing the claim: (1) that the accident is not compensable;
1. We agree forthwith that this is not a labor accident case. The two tests referred to in Salazar are lacking: (a) the injury must have been caused by an unlooked for mishap or an untoward event which was not expected or designed, and (b) the origin of the injury must be traceable within reasonable limits to a definite time, place and occasion. Larson, op. cit. at 514 and 515, n. 7 of the opinion delivered in that case. Theoretically an accident and a disease are distinct
2. (a) This leads us- to discuss the crux of the question involved in this appeal. In view of the present state of legislation in Puerto Rico, could it be asserted that for an occupational disease to be compensable it is absolute necessary that it be listed in the table of § 3 of the Act? But first it is well to point out a datum which helps to understand more clearly this entire situation derived from an ancestry without ramifications, inherent in our medium. In a note in 47 Iowa L. Rev. 809, 810 (1962) on the expansion of occupational diseases by the courts, it is said: “Despite the identity of end results [it refers to disability], occupational disease coverage has lagged behind accident coverage in the United States. Initially at least, the primary cause for this lag was probably simple inertia since at common law occupational diseases were considered a risk assumed by an employee. On the other hand, recovery for accidental injury, although encumbered by the fellow servant, assumption of risk, and contributory negligence defenses, was a firmly entrenched cause of action available to an employee at common law.” See, also, on the infiltration of common-law principles in this field, Horovitz, Compensación por Accidentes del Trabajo: Cincuenta Años de Desarrollo Judicial, 24 Rev. C. Abo. de P.R. 5 (1963).
Let us therefore review the legislative history of occupa
The remedial legislation awarding compensation to laborers was initiated with the enactment of Act No. 19 of April 13, 1916 (Sess. Laws, p. 50), which expressly limited its benefits “to all personal injuries by accident to employeés, arising out of the employment, and during the course thereof” (§3). This Act was superseded by Act No. 10 of February 25, 1918 (Sess. Laws, p. 54), which retained substantially the accident requirement as the only test for the purpose of awarding compensation.
In 1925, by Act No. 102 of September 1 (Sess. Laws, p. 904), the broad criterion of occupational disease introduced by the Act of 1921 was qualified limiting the compensation to diseases or death due to the occupation “as hereinafter specified” (§ 2). To that effect a paragraph was added to § 3 (Laws, p. 914) providing that “The following diseases shall be considered as occupational diseases when contracted by a laborer or employee in the course of his employment, at any time within the twelve months prior to the date of his disability and when due to the nature of any process described below,” followed by a list of the names of 15 diseases and the
The wording of the present Act, No. 45 of April 18, 1935 (Sess. Laws, p. 250), is also identical. Cardona v. Industrial Commission, 53 P.R.R. 259 (1938), is the first expression of this Court on occupational diseases after the enactment of the Act of 1935. There we held that tuberculosis contracted while employed as a janitor in a public school, caused by the inhalation of dust during a period of employment extending over several years, was not compensable, since it was not listed in the table of occupational diseases. We considered the matter as “a case of lex scripta”
Act No. 162 of May 14, 1943 (Sess. Laws, p. 524) merely added another disease — brass or zinc poisoning — in the table of occupational diseases. Act No. 115 of July 1, 1953 (Sess. Laws, p. 410) added four diseases, and further, in the first expression of the purpose to mitigate the inflexibility of the rule which excluded those diseases not expressly listed in the said table, the Manager of the Fund was authorized to add all those diseases which, after previous investigation, he may determine should be considered compensable occupational
In February 1954 we held, by a divided opinion, that a doctor who dies of cancer produced by X-ray emanations to which he had been daily and continuously exposed over a period of 26 years taking X-ray pictures and fluoroscopies of his patients in the course of his employment was not entitled to compensation, unless compensation may be predicated on a finding that an injury by accident had occurred, in view of the fact that cancer was not listed in the table of occupational diseases of § 3. We cited with approval 1 Larson, Workmen’s Compensation Law 604, to the effect that “The schedule list is exclusive, and it- is not within the power of the courts to add new items, however obvious an occupational disease the omitted item may be.” In view of the unfortunate conclusion necessarily reached in that case, we said that “Until our Legislature eliminates the requirement of an accident or expands the table of occupational diseases, cases like the present case will continue to remain uncompensated.” (Italics ours.) Salazar v. Indus. Comm.; Mgr. State Fund, Int., 76 P.R.R. 102, 113 (1954).
Vélez v. Industrial Commission, 79 P.R.R. 266, decided April 30, 1956, ratified once more that for a. disease to be compensable it must be expressly listed in the table of occupational diseases. We held that the relatives of a laborer who was engaged in cleaning the irrigation canals of sugarcane plantations and spraying DDT, and died from infectious jaundice produced by the parasites which transmit that disease, had no right to compensation, even if the infection was a normal and inherent hazard of his work and the disease was a typical occupational disease of those engaged in such work, since that disease had been excluded from the table. Cf. Heirs of Fernández v. Industrial Commission, 87 P.R.R. 837 (1963).
The fruit of the study ordered by J.R. 11 was translated into H.B. 242 which became Act No. 94 of June 22, 1957 (Sess. Laws, p. 439),
“In addition to the occupational diseases included in the preceding table, all diseases acquired in the course of work as a consequence of a risk peculiar to the particular industry, process, occupation or employment, and as a result of direct exposure of the workman or employee to the said risk in the normal performing of his work . . .
The only limitation imposed by the lawmaker on the determination of the existence of "an occupational disease as a consequence of the risk peculiar to the work were: (1) that the last exposure to the risk of contracting the disease was within 12 months prior to the date on which the first manifestations of the disability caused thereby were observed, although there was recognized an exception in the case of diseases caused by compressed air or by retarded pathological changes of a malignant character in the bones, blood or lungs, caused by occupational-exposure to or contact with arsenic, benzol, beryllium, cadmium, chromium, lead, fluorine, or exposure to X-rays, radium, or radioactive substances; and (2) that contagious-type epizootic, endemic, and epidemic diseases shall not be considered as occupational, except when contracted by laboratory personnel exposed to the risk thereof in the course of work by reason of handling or examining infectious material.
Lastly, Act No. 101 of June 24,1960 (Sess. Laws, p. 277) included three new diseases in the table of occupational diseases:
From all of the foregoing the inescapable conclusion is that as of 1957 the rule that for an occupational disease to be compensable it should be expressly listed in the table of § 3 does not bar a similar consideration of those contracted in the course of work as a risk peculiar to the occupation or employment. This is what the legislative history suggests. In 1955 the expansion of the table was authorized by administrative action and without the need of intervention by the legislative branch. And in 1957 there was added the provision which we have copied hereinabove the effect of which is to permit that in a specific case a laborer or employee may establish that his ailment or disease originated in a risk peculiar to his work, irrespective of whether such ailment or disease is listed in the table. It is well to clarify that this does not mean at all that after the causal relation of the disease is verified and established, it is considered automatically included in the table. That power is exclusively for the Legislature or the Manager, with the approval of the Secretary of Labor, pursuant to the delegation made to him in the last paragraph of § 3. The determination in a specific case shall benefit only the laborer or employee making claim.
In accordance with the foregoing, claimant must establish that his condition was contracted as a result of a risk peculiar to the occupation or employment. Peculiar risk does not have a talismanic connotation. It refers as a whole to the existence of a continued risk, inherent in and peculiar to the activity within which the laborer must perform his work. It is not a risk to which the worker would be equally
(b) There is no basis in law either for the ground adduced by the Commission that, in the case of pulmonary affection occurring in the course of employment, the situation is covered by § 3(a), 11 L.P.R.A. § 4, and that the fibrosis from which Hernández is suffering does not meet the minimum requirements to come within the field of compensability. A mere reading of this provision shows that although it refers to diseases of the respiratory system — as would be pulmonary fibrosis — by its own terms it is limited to those “of tuberculous origin.” If anything was clearly established by the evidence, it is that Hernández’ ailment is not of tuberculous origin.
3. There remains to examine the reasons relative to the result of the expert evidence. It is not correct to assert that Dr. Garcia concluded “without a shade of doubt” that there is no causation between the disease and the work. An examination of his testimony ás a whole leads to a contrary result. “I would not venture to say that that was the only thing which produced It, but I cannot rule it out either as an important factor,” is the cautious assertion of a responsible professional who is conscious of the limitations which science itself imposes on him in attempting to determine a relation of cause and effect. Properly analyzed, it simply means that
Dr. Simonet was of the opinion that there was no causal relation. At first he had attributed Hernández’ condition to a chronic infection of tuberculous origin. He also said that the lobulated dense shadow toward the right hilus was probably of neoplastic origin. These conclusions were ruled out by subsequent examinations. However, if we examine his testimony it will be observed that his conclusion Was prompted by the fact that fibrosis was not listed in the table of occupational diseases, a criterion which we have expressly ruled out. That is why he makes reference to the new disease of tobaccosis. He also relied on the fact that the risk to which claimant was exposed was not sufficient to produce pulmonary fibrosis, “since those places are not tightly closed.” Irrespective of the fact that there was no evidence in that sense, nor to the contrary either, actually it cannot be gainsaid that Hernández performed work which exposed him to the inhalation of smoke and perception of the irritating odor of tobacco. The amount or degree of ventilation in the sheds cannot defeat or obliterate this fact.
The whole of the testimonies of the experts points preponderantly to the existence of a causal relation. The expert himself of the State Fund originally attributed claimant’s condition to a possible tuberculous origin. When the examination to which he was submitted ruled out this possibility, other possible causes were suggested — neoplasia, sarcoidosis, silicosis — all of which were finally ruled out. Only the.environmental conditions remained in the set of facts as the causative factor. It is so expressly claimed by Drs. Garcia and Vázquez Milán. It so appears from the evidence.
We concede that the rule herein announced opens the doors to a new field of compensation and that this greater risk may mean the assessment of greater premiums. Irrespective of whether, as already suggested, the risk may be minimized by providing more and better safety conditions in the employment or work, we cannot overlook the preponderance of the social value which the economic rehabilitation of the labor force represents in the Puerto Rican community.
The decision of the Industrial Commission of October 2, 1963 will be set aside and the case remanded for compensation as provided by law.
It is probable that an error was committed in transcribing the stenographic sign. The advérsative conjunction “but” makes more sense.
The decision of the Manager was based solely on the fact that it was not a labor accident. Apparently he did not consider the possibility of compensating the case as one of occupational disease.
“Section 2. — That the provisions of this Act shall apply to laborers injured, disabled or killed by accidents occurring while engaged in their work.”
Section 8 was accordingly amended to define the rights in cases of diseases originating from the employment (Laws, p. 478).
If we examine the table of diseases incorporated in the Act, it will be observed that it included some which were not justified considering the limited industrial development at that time.
Act No. 45 of April 23, 1946 (Sess. Laws, p. 250), 11 L.P.R.A. § 4, added § 3(a) to the Workmen’s Accident Act in order to compensate diseases of tuberculous origin contracted in the course of work and as a consequence thereof by persons exposed to contact in the course of their daily work in hospitals, dispensaries, offices or health centers and in laboratories in which infective tuberculosis material is handled and examined.
Arroyo v. Plaza Provision Co., 68 P.R.R. 889 (1948), impliedly ratifies the holding in Cardona v. Industrial Commission, supra. On the other occasion in which we have considered a case of pulmonary tuberculosis, Acting Mgr. State Ins. Fund v. Industrial Commission, 73 P.R.R. 175 (1952), the ruling was based on the existence of an accident — lesion in the thorax — which aggravated the laborer’s idiopathic condition.
Upon questioning by the Court at the hearing of this petition, the legal. adviser for the Manager asserted that that officer has never made use of this power.
In order to mitigate the inflexibility of this exclusion rule, some American courts expanded by construction the list of occupational diseases and awarded compensation in eases of diseases “closely related” to those listed. American Bridge Division, U.S. Steel Corp. v. McClung, 333 S.W.2d 557 (Tenn. 1960); Whitehead v. Holston Defense Corporation, 326 S.W.2d 482 (Tenn. 1959). The reason adduced was the fallibility of medical science and the existence of a host of. innominate diseases.
“What I wanted was ... to ask whether there was considered the possibility, or rather the advisability, that the Manager of the Insurance Fund may also include in that report another matter as important as the one which has been pointed out by the Supreme Court in some cases, and that the extent of- the term ‘occupational diseases’ actually calls for imperative legislative intervention.” VI-III Journal of Proceedings 1473.
In view of the possibility that the Manager of the Fund may exercise a restrictive criterion, the study was subsequently entrusted to the Secretary of Labor. Journal of Proceedings supra at 1474-75.
Report of the House Labor Committee, IX-III Journal of Proceedings 1445.
This Act introduced other changes as respects diseases caused by compressed air or pathological changes in the bones, blood or lungs. It is to these changes to which reference is made in the phrase “without prejudice to the provisions herein established,” contained in the first paragraph appearing at the end'of the table of occupational diseases.
When the inclusion of this “disease” in the table was proposed, Senator Carrasquillo invited the attention of the sponsor to the fact that it was included in the general provision incorporated by the Act of 1957 which has been copied in the opinion. XIII-4 Journal of Proceedings 1866.
In his decision disallowing the claim the Manager adduced as additional ground the delay in making claim. However, at the opening of the hearing he expressly desisted from insisting on this question. We need not therefore consider it. Cf. Guzmán v. Industrial Commission, 85 P.R.R. 674 (1962).
Case-law data current through December 31, 2025. Source: CourtListener bulk data.