FROM: Barbara Hannah, Chief Counsel
SUBJECT: Disability Retirement Application of Penny A. Carroll
RECOMMENDATION:
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Review and determine the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Penny A. Carroll - San Bernardino County - Behavioral Health
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Requested Benefit:
1. Service-Connected Disability Retirement with Supplemental Retirement Allowance
Staff Recommendation:
1. Penny A. Carroll is permanently incapacitated for the performance of duties and a disability retirement should be granted.
2. Penny A. Carroll’s disability is nonservice-connected based on the claimed injury(ies)/disease as listed in Exhibit A; therefore, grant a nonservice-connected disability benefit.
3. Penny A. Carroll is not capable of gainful employment; therefore, grant the supplemental disability retirement allowance
4. Staff shall initiate disability benefit payments with an effective date of April 6, 2024, the day after the last day of regular compensation.
BACKGROUND:
Medical Advisor - Lance Mohr, M.D.
Attorney - None
STAFF CONTACT:
Barbara Hannah
David Lantzer
ATTACHMENTS:
Exhibit A: Claimed Injury or Disease
Exhibit B: Demographic Information
Exhibit C: Medical Advisor’s Report - Dr. Mohr - 11/30/24
Exhibit D: Supplemental Independent Medical Examiner’s Report - Dr. Schlusselberg - 10/10/24
Exhibit E: Independent Medical Examiner’s Report - Dr. Schlusselberg - 10/11/24
Exhibit F: Applicant’s Statement of Facts and Physician’s Report
Exhibit G: Department Statement of Facts
Exhibit H: Job Description, Physical Requirements