collateral source rule (Massachusetts) · Go Syfert
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collateral source rule in Massachusetts

24 Massachusetts opinions name it 4 courts 1974–2024 2 in the last five years

The cases below were cited by Massachusetts courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (41)

CaseFollowedCited
Law v. Griffithgreen
mass · 2010 · cited in 5 Massachusetts opinions naming this issue, 2012–2021
2 sentences

2018"In terms of operation, the collateral source rule has both a substantive aspect that relates to the law of damages, and an evidentiary component that governs what types of evidence may be admitted in evidence at trial." Law v. Griffith , 457 Mass. 349 , 355, 930 N.E.2d 126 (2010). 7 This case relates to the substantive aspect of the rule as it concerns whether the rule applies to an offset of insurance proceeds paid to Bunker Hill as Gilbody's homeowner insurer.

2018"In terms of operation, the collateral source rule has both a substantive aspect that relates to the law of damages, and an evidentiary component that governs what types of evidence may be admitted in evidence at trial." Law v. Griffith , 457 Mass. 349 , 355, 930 N.E.2d 126 (2010). 7 This case relates to the substantive aspect of the rule as it concerns whether the rule applies to an offset of insurance proceeds paid to Bunker Hill as Gilbody's homeowner insurer.

35
Goldstein v. Gontarzgreen
mass · 1974 · cited in 4 Massachusetts opinions naming this issue, 1992–2010
2 sentences

2010See Goldstein v. Gontarz, supra at 809 (information about plaintiff’s receipt of insurance or other compensation for his injury is legally irrelevant because, under collateral source rule, “outside source” compensation does not reduce defendant’s liability; evidence of such compensation not admissible because “jurors might be led by the irrelevancy” to reduce or deny recovery).

1998The Appellate Division rejected the defendant’s contention that the collateral source rule precludes the introduction in evidence of PIP benefits paid, see Gold stein v. Gontarz, 364 Mass. 800, 808-814 (1974), and held that evidence of PIP benefits are both relevant and admissible at a bench trial.

34
Jones v. Town of Waylandgreen
mass · 1978 · cited in 5 Massachusetts opinions naming this issue, 1985–2024
2 sentences

2003The rationale for the collateral source rule — "that if there is to be a ‘windfall,’ such benefit should accrue to the injured party rather than to the wrongdoer," Jones v. Wayland, 374 Mass. 249, 262 (1978)—would be absurd if the rule applied only to benefits that must be reimbursed.

1997The Supreme Judicial Court determined that the collateral source rule was inapplicable in a situation where “the party not responsible for the injury [i.e. the town] has established a fund to be drawn on in the event of liability to another person.” Id.

25
Corsetti v. Stone Co.green
mass · 1985 · cited in 3 Massachusetts opinions naming this issue, 1992–2018
2 sentences

2018"The rationale behind this so-called 'collateral source rule' is that receipt of such income does not lawfully reduce the plaintiffs' damages, 'yet jurors might be led by the irrelevancy to consider plaintiffs' claims unimportant or trivial or to refuse plaintiffs' verdicts or reduce them, believing that otherwise there would be unjust double recovery.' " Scott v. Garfield , 454 Mass. 790 , 800-801, 912 N.E.2d 1000 (2009), quoting Corsetti v. Stone Co ., 396 Mass. 1 , 17, 483 N.E.2d 793 (1985). 8 The Boyles also raised a claim for violation of G.

1992For a case involving prejudice to the plaintiff, see Torre v. Harris-Seybold Co., 9 Mass. App. Ct. 660, 665 (1980). (“Th[e] insinuation of the existence of a possible collateral source of recovery [absent prior approval by the judge] . . . is squarely condemned by our cases [citations omitted].”) For an important exception to the collateral source rule see Corsetti v. Stone Co., 396 Mass. 1, 16-20 (1985).

23
Wills v. Fostergreen
ill · 2008 · cited in 2 Massachusetts opinions naming this issue, 2009–2010
2 sentences

2010Id. at 801 . 8 See Wills v. Foster, 229 Ill. 2d 393, 419-420 (2008) (plaintiff entitled to recover reasonable value of medical services regardless of whether plaintiff has private insurance or is covered by government program; defendant was not permitted to introduce in evidence amount paid by Medicare or Medicaid, as such evidence would violate collateral source rule, and plaintiff’s recovery was not limited to amount actually paid by Medicare or Medicaid in full settlement of bills).

2009See Wills v. Foster, 229 Ill. 2d 393, 410 (2008) (citing cases from twelve jurisdictions supporting conclusion that “vast majority of courts to employ a reasonable-value approach hold that the plaintiff may seek to recover the amount originally billed by the medical provider”). 4 Some of these courts have concluded (as the judge did here) that any discount off of the charges submitted by a medical provider afforded to a plaintiff (or his health care insurer) is itself a form of benefit or compensation provided by a collateral source — either the medical provider or the insurer through its disc

22
Scott v. Garfieldgreen
mass · 2009 · cited in 2 Massachusetts opinions naming this issue, 2010–2018
2 sentences

2018"The rationale behind this so-called 'collateral source rule' is that receipt of such income does not lawfully reduce the plaintiffs' damages, 'yet jurors might be led by the irrelevancy to consider plaintiffs' claims unimportant or trivial or to refuse plaintiffs' verdicts or reduce them, believing that otherwise there would be unjust double recovery.' " Scott v. Garfield , 454 Mass. 790 , 800-801, 912 N.E.2d 1000 (2009), quoting Corsetti v. Stone Co ., 396 Mass. 1 , 17, 483 N.E.2d 793 (1985). 8 The Boyles also raised a claim for violation of G.

2010See Scott v. Garfield, supra at 803 (Cordy, J., concurring).

12
Washington Ex Rel. Washington v. Barnes Hospitalgreen
mo · 1995 · cited in 2 Massachusetts opinions naming this issue, 2000–2015
2 sentences

2015Fust v. Francois, 913 S.W.2d 38, 47 (Mo. Ct. App. 1995), citing Washington v. Barnes Hosp., 897 S.W.2d 611, 619 (Mo. 1995).

2000Damages in our tort system are compensatory not punitive.” Id.

12
Shea v. Rettiegreen
mass · 1934 · cited in 2 Massachusetts opinions naming this issue, 1985–2003
2 sentences

2003See Shea v. Rettie, 287 Mass. 454, 458 (1934) (court applied collateral source rule to disability income payments which the plaintiff was entitled to receive under his employment contact because there was no common relationship between the employer and the defendant who had caused the plaintiffs injury).

1985In Shea v. Rettie, supra at 458 , the court applied the collateral source rule to disability income payments which the plaintiff, a police officer, was entitled to receive under his employment contract with the city.

12
Fitzgerald v. Expressway Sewerage Constraction, Inc.green
ca1 · 1999 · cited in 1 Massachusetts opinions naming this issue, 2024–2024
1 sentence

2024P' ship, 78 Mass. App. Ct. 848 , 857 n.10 (2011) (emphasis added), quoting Fitzgerald v. Expressway Sewerage Constr., Inc., 177 F.3d 71, 73 (1st Cir. 1999).

11
Ina M. Overton v. United Statesgreen
ca8 · 1980 · cited in 1 Massachusetts opinions naming this issue, 2018–2018
1 sentence

2018Compare also Overton v. United States , 619 F.2d 1299 , 1306 (8th Cir. 1980) ("The rule permits recovery against a wrongdoer for the full amount of damages even though the plaintiff is also compensated from a different source (such as an insurance company) which is 'wholly independent' of the wrongdoer and whose payment is therefore collateral to his"); Helfend v. Southern Cal. Rapid Transit Dist ., 2 Cal. 3d 1 , 6, 84 Cal.Rptr. 173 , 465 P.2d 61 (1970).

11
Chase v. Peveargreen
mass · 1981 · cited in 1 Massachusetts opinions naming this issue, 2015–2015
1 sentence

2015See notes 5 through 7, supra. Awards of counsel fees and expenses to trustees and others rendering services to the trust “generally lie in the discretion of the Probate Court.” Chase v. Pavear, 383 Mass. at 371 .

11
Fust v. Francoisgreen
moctapp · 1995 · cited in 1 Massachusetts opinions naming this issue, 2015–2015
1 sentence

2015Fust v. Francois, 913 S.W.2d 38, 47 (Mo. Ct. App. 1995), citing Washington v. Barnes Hosp., 897 S.W.2d 611, 619 (Mo. 1995).

11
Harlow v. Chingreen
mass · 1989 · cited in 1 Massachusetts opinions naming this issue, 2015–2015
1 sentence

2015Specifically, pursuant to G.L.c. 231, §60G(a), a defendant may, as here, move for a post-verdict hearing to offer evidence in regard to the. amount of damages awarded a plaintiff for medical costs and expenses incurred prejudgment which the defendant claims were “replaced, compensated or indemnified” by a collateral source, such as health or disability insurance. 2 If any such awarded damages duplicate those collateral benefits, the statute requires the judge to “reduce the award by the amount of the benefits, less the amount the plaintiff paid to secure such benefits, through premiums and the

11
Morea v. Cosco, Inc.green
mass · 1996 · cited in 1 Massachusetts opinions naming this issue, 2012–2012
1 sentence

2012Morea v. Cosco, Inc., 422 Mass. 601, 603 (1996).

11
Leitinger v. DBart, Inc.green
wis · 2007 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009See Leitinger v. DBart, Inc., 302 Wis. 2d 110, 149-150 (2007) (“collateral source rule began as a substantive rule of damages,” but has since “taken on an evi-dentiary character”).

11
Covington v. Georgegreen
sc · 2004 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009See, e.g., Bennett v. Haley, 132 Ga. App. 512, 523-524 (1974); Arthur v. Catour, 216 Ill. 2d 72, 98 (2005) (McMorrow, C.J., dissenting); Covington v. George, 359 S.C. 100, 104 (2004); Leitinger v. DBart, Inc., supra. While a number of courts that have considered the question have ruled that the discounted amounts actually paid are not relevant to or admissible on the issue of the reasonableness of the medical expenses that the plaintiff can recover, there is an increasing number that disagree.

11
Eastin v. Broomfieldgreen
ariz · 1977 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009In this era of increased insurance protection, the collateral source rule has “allowed plaintiffs to effectuate double and even triple recovery as a result of injuries received by them.” Eastin v. Broomfield, 116 Ariz. 576, 583 (1977).

11
Arthur v. Catourgreen
ill · 2005 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009See, e.g., Bennett v. Haley, 132 Ga. App. 512, 523-524 (1974); Arthur v. Catour, 216 Ill. 2d 72, 98 (2005) (McMorrow, C.J., dissenting); Covington v. George, 359 S.C. 100, 104 (2004); Leitinger v. DBart, Inc., supra. While a number of courts that have considered the question have ruled that the discounted amounts actually paid are not relevant to or admissible on the issue of the reasonableness of the medical expenses that the plaintiff can recover, there is an increasing number that disagree.

11
Stanley v. Walkergreen
ind · 2009 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009See Stanley v. Walker, 906 N.E.2d 852, 858 (Ind. 2009).

11
Lopez v. Safeway Stores, Inc.green
arizctapp · 2006 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009The issue presented in this case concerns a tension among the collateral source rule, the right of an injured plaintiff to recover only his reasonable medical expenses, and the right of a defendant to challenge those expenses when relying on medical bills that bear little relationship to the amount actually paid for the care received, irrespective of who made the payment. 2 The issue is one of considerable controversy in both the courts and State Legislatures around the country. 3 A majority of the courts that have considered the issue have concluded “that plaintiffs are entitled to claim and

11
Robinson v. Batesgreen
ohio · 2006 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009See Robinson v. Bates, 112 Ohio St. 3d 17, 22 (2006).

11
Bennett v. Haleygreen
gactapp · 1974 · cited in 1 Massachusetts opinions naming this issue, 2009–2009
1 sentence

2009See, e.g., Bennett v. Haley, 132 Ga. App. 512, 523-524 (1974); Arthur v. Catour, 216 Ill. 2d 72, 98 (2005) (McMorrow, C.J., dissenting); Covington v. George, 359 S.C. 100, 104 (2004); Leitinger v. DBart, Inc., supra. While a number of courts that have considered the question have ruled that the discounted amounts actually paid are not relevant to or admissible on the issue of the reasonableness of the medical expenses that the plaintiff can recover, there is an increasing number that disagree.

11
Papke v. Harbertgreen
sd · 2007 · cited in 1 Massachusetts opinions naming this issue, 2008–2008
11
Wal-Mart Stores, Inc. v. Friersongreen
miss · 2002 · cited in 1 Massachusetts opinions naming this issue, 2008–2008
11
Baptist Healthcare Systems, Inc. v. Millergreen
ky · 2005 · cited in 1 Massachusetts opinions naming this issue, 2008–2008
11
Butler v. Indiana Department of Insurancegreen
indctapp · 2007 · cited in 1 Massachusetts opinions naming this issue, 2008–2008
11
Dyet v. McKinleygreen
idaho · 2003 · cited in 1 Massachusetts opinions naming this issue, 2008–2008
11
Bynum v. Magnogreen
haw · 2004 · cited in 1 Massachusetts opinions naming this issue, 2008–2008
1 sentence

2008See, e.g., Bynum v. Magno, 101 P.3d 1149, 1157 (Haw. 2004); Baptist Healthcare Systems, Inc. v. Miller, 177 S.W.3d 676, 683-84 (Ky. 2005); Wal-Mart Stores, Inc. v. Frierson, 818 So.2d 1135, 1139-40 (Miss. 2002); Papke v. Harbert, 738 N.W.2d 510, 536 (S.D. 2007).

11
Northern Trust Co. v. County of Cookgreen
illappct · 1985 · cited in 1 Massachusetts opinions naming this issue, 2000–2000
11
Healy v. Whitegreen
conn · 1977 · cited in 1 Massachusetts opinions naming this issue, 2000–2000
11
Ensor v. WILSON BY AND THROUGH WILSONgreen
ala · 1987 · cited in 1 Massachusetts opinions naming this issue, 2000–2000
11
Peterson v. Lou Bachrodt Chevrolet Co.red
ill · 1979 · cited in 1 Massachusetts opinions naming this issue, 2000–2000
11
Cates v. Wilsongreen
nc · 1987 · cited in 1 Massachusetts opinions naming this issue, 2000–2000
11
Fla. Physician's Ins. Reciprocal v. Stanleygreen
fla · 1984 · cited in 1 Massachusetts opinions naming this issue, 2000–2000
11
MacLachlan v. Brotherhood Oil Corp.green
massappct · 1980 · cited in 1 Massachusetts opinions naming this issue, 1995–1995
11
Torre v. Harris-Seybold Co.green
massappct · 1980 · cited in 1 Massachusetts opinions naming this issue, 1992–1992
11
Jose MacEdo v. F/v Paul & Michellegreen
ca1 · 1989 · cited in 1 Massachusetts opinions naming this issue, 1991–1991
11
Helen Shaw v. Ohio River Companygreen
ca3 · 1975 · cited in 1 Massachusetts opinions naming this issue, 1991–1991
11
Theodore Gladden v. P. Henderson & Co. v. Lavino Shipping Company, Third-Partygreen
ca3 · 1967 · cited in 1 Massachusetts opinions naming this issue, 1985–1985
11
Carle & Montanari, Inc. v. John W. McGrath Corp.green
scotus · 1968 · cited in 1 Massachusetts opinions naming this issue, 1985–1985
11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in Massachusetts. Read the followed side critically anyway.

Also cited on this issue (9)

CaseCitedYears
Mester v. Barrett green
massdistctapp · 1995
2 sentences

1998No application of the collateral source rule is involved and the court properly decided the related requests of rulings of law. 5 See Mester v. Barrett, 1995 Mass. App. Div. 38, 40 .

1997The problem here is that neither party introduced the payment of PIP benefits during the trial, even though such evidence would have been admissible “... [S]ince evidence of PIP benefits was not precluded by the collateral-source rule,... receipt of such benefits should have been mentioned at trial.” Mester v. Barrett, supra at 40 .

31997–1998
Short v. Marinas USA Ltd. Partnership green
massappct · 2011
2 sentences

2024P' ship, 78 Mass. App. Ct. 848 , 857 n.10 (2011) (emphasis added), quoting Fitzgerald v. Expressway Sewerage Constr., Inc., 177 F.3d 71, 73 (1st Cir. 1999).

2018Co ., 486 F.2d 1018 , 1020 (9th Cir. 1973), quoting from Gypsum Carrier, Inc . v. Handelsman , 307 F.2d 525 , 534 (9th Cir. 1962)." Id . at 859 n.12, 942 N.E.2d 197 . 11 Compare, e.g., Reilly v. United States , 863 F.2d 149 , 165 n.13 (1st Cir. 1988) (the collateral source rule "generally allows recovery against a wrongdoer for the full amount of damages even though the injured party is also compensated for some or all of the same damages from a different source independent of the tortfeasor [and whose payment, therefore, is 'collateral' to him]").

22018–2024
Buckley Nursing Home, Inc. v. Massachusetts Commission Against Discrimination green
massappct · 1985
2 sentences

2003The court concluded that the collateral source rule was inapplicable where “the party found liable [the town] is not responsible for the injuiy.” Id. at 262 .

2003As set forth below, comments b and c to the Restatement (Second) ofTorts §920A (1977), 6 cited with support in Buckley Nursing Home, Inc., 20 Mass.App.Ct. at 183 , make clear that under the collateral source rule, benefits need not be reimbursable and the rule applies to benefits established by law, including pensions under special retirement acts: Payments made or benefits conferred by other sources are known as collateral-source benefits.

22003–2003
Helfend v. Southern California Rapid Transit District green
cal · 1970
2 sentences

2018Compare also Overton v. United States , 619 F.2d 1299 , 1306 (8th Cir. 1980) ("The rule permits recovery against a wrongdoer for the full amount of damages even though the plaintiff is also compensated from a different source (such as an insurance company) which is 'wholly independent' of the wrongdoer and whose payment is therefore collateral to his"); Helfend v. Southern Cal. Rapid Transit Dist ., 2 Cal. 3d 1 , 6, 84 Cal.Rptr. 173 , 465 P.2d 61 (1970).

2018Compare also Overton v. United States , 619 F.2d 1299 , 1306 (8th Cir. 1980) ("The rule permits recovery against a wrongdoer for the full amount of damages even though the plaintiff is also compensated from a different source (such as an insurance company) which is 'wholly independent' of the wrongdoer and whose payment is therefore collateral to his"); Helfend v. Southern Cal. Rapid Transit Dist ., 2 Cal. 3d 1 , 6, 84 Cal.Rptr. 173 , 465 P.2d 61 (1970).

12018–2018
Donna Reilly, Etc. v. United States green
ca1 · 1988
1 sentence

2018Co ., 486 F.2d 1018 , 1020 (9th Cir. 1973), quoting from Gypsum Carrier, Inc . v. Handelsman , 307 F.2d 525 , 534 (9th Cir. 1962)." Id . at 859 n.12, 942 N.E.2d 197 . 11 Compare, e.g., Reilly v. United States , 863 F.2d 149 , 165 n.13 (1st Cir. 1988) (the collateral source rule "generally allows recovery against a wrongdoer for the full amount of damages even though the injured party is also compensated for some or all of the same damages from a different source independent of the tortfeasor [and whose payment, therefore, is 'collateral' to him]").

12018–2018
Gypsum Carrier, Inc. v. William D. Handelsman green
ca9 · 1962
1 sentence

2018Co ., 486 F.2d 1018 , 1020 (9th Cir. 1973), quoting from Gypsum Carrier, Inc . v. Handelsman , 307 F.2d 525 , 534 (9th Cir. 1962)." Id . at 859 n.12, 942 N.E.2d 197 . 11 Compare, e.g., Reilly v. United States , 863 F.2d 149 , 165 n.13 (1st Cir. 1988) (the collateral source rule "generally allows recovery against a wrongdoer for the full amount of damages even though the injured party is also compensated for some or all of the same damages from a different source independent of the tortfeasor [and whose payment, therefore, is 'collateral' to him]").

12018–2018
John W. Russo v. Matson Navigation Company, a Corporation green
ca9 · 1973
1 sentence

2018Co ., 486 F.2d 1018 , 1020 (9th Cir. 1973), quoting from Gypsum Carrier, Inc . v. Handelsman , 307 F.2d 525 , 534 (9th Cir. 1962)." Id . at 859 n.12, 942 N.E.2d 197 . 11 Compare, e.g., Reilly v. United States , 863 F.2d 149 , 165 n.13 (1st Cir. 1988) (the collateral source rule "generally allows recovery against a wrongdoer for the full amount of damages even though the injured party is also compensated for some or all of the same damages from a different source independent of the tortfeasor [and whose payment, therefore, is 'collateral' to him]").

12018–2018
Politano v. Board of Selectmen green
massappct · 1981
11985–1985
Eichel v. New York Central Railroad green
scotus · 1963
11985–1985

Statutes the citing opinions construe

MA § Mass. Gen. Laws ch. 231, § 60G (6) MA § Mass. Gen. Laws ch. 90, § 34M (5) MA § Mass. Gen. Laws ch. 231, § 85 (3) MA § Mass. Gen. Laws ch. 233, § 79G (3)

Counted by distinct opinions that both name this issue and are annotated to the section; sections every opinion cites regardless of issue are not filtered here, so read the counts against the total above.

Where else courts name it

CA 138 (1967–2026) IL 105 (1973–2026) LA 97 (1977–2025) TX 86 (1969–2026) OH 64 (1966–2023) GA 62 (1970–2025) PA 55 (1971–2024) NY 53 (1962–2026) FL 52 (1968–2026) CO 52 (1971–2026) MO 47 (1968–2023) WI 46 (1972–2026) WA 45 (1978–2024) NJ 42 (1968–2025) VA 38 (1986–2023) AZ 37 (1967–2025) CT 34 (1970–2021) SC 32 (1967–2025) MD 28 (1968–2022) MI 28 (1973–2019) AL 28 (1977–2025) MA 24 (1974–2024) MS 24 (1981–2023) DE 23 (1964–2026) AR 22 (1972–2017) WV 22 (1973–2025) KS 22 (1982–2019) IA 20 (1974–2019) NM 20 (1974–2024) KY 18 (1974–2025) NC 18 (1982–2021) MN 17 (1980–2016) ME 17 (1978–2022) RI 16 (1966–2013) TN 15 (1994–2025) OK 15 (1977–2023) IN 15 (1971–2015) OR 14 (1972–2026) NV 12 (1996–2024) VT 11 (1983–2024) NE 11 (1989–2019) AK 10 (1967–2022) UT 10 (1997–2026) DC 10 (1978–2024) SD 8 (1975–2009) MT 8 (1972–2000) WY 7 (1986–2002) HI 7 (1999–2025) NH 6 (1980–2018) ND 4 (1978–1999) ID 4 (1979–1991)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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