Hardy v. Aaa Cooper Transportation, Inc.
| Decision Date | 11 September 2003 |
| Docket Number | NO. 01-02-00872-CV.,01-02-00872-CV. |
| Parties | MICHAEL HARDY, JOHN ANDERSON, KENNETH MOSLEY AND DONTA JACKSON, Appellants v. AAA COOPER TRANSPORTATION, INC., Appellee. |
| Court | Texas Court of Appeals |
On Appeal from the 151st District Court Harris County, Texas, Trial Court Cause No. 2001-23690.
Panel consists of Chief Justice Radack and Justices Nuchia and Hanks.
We withdraw our original opinion of June 19, 2003 and issue the following in its stead. Appellants' motion for rehearing is denied.
Appellants, Michael Hardy, John Anderson, Kenneth Mosley and Donta Jackson, contest the trial court's grant of summary judgment to AAA Cooper Transportation, ("Cooper"), in their suit alleging retaliatory termination for filing workers' compensation claims. Essentially, appellants argue on appeal that Cooper did not meet its summary judgment burden of negating at least one element of appellants' cause of action and that genuine issues of material fact precluded summary judgment in Cooper's favor. We affirm the judgment of the trial court.
Cooper has a leave of absence policy that, in addition to the 12 weeks' unpaid leave provided in accordance with the Family Medical Leave Act ("FMLA"), also provides an additional 60 days of extended unpaid leave to employees who have been injured in the workplace or are suffering from a serious medical condition. Cooper's leave policy requires employees on this extended unpaid leave to return to work after the expiration of the 60 days. Appellants are former Cooper employees who filed workers' compensation claims and took unpaid leave as a result of injuries they suffered on the job. After the expiration of the 12-week FMLA leave and the expiration of the extended 60 days of unpaid leave provided by Cooper, each of the appellants was terminated for not returning to work. Appellants subsequently filed this wrongful termination suit, alleging that their terminations were made in retaliation for their workers' compensation claims and that their terminations thus violated Texas Labor Code section 451.002.
Cooper filed a general denial and raised affirmative defenses to appellants' wrongful termination claim. At the close of the discovery period, Cooper filed a motion for summary judgment. Cooper's motion for summary judgment presented the affidavit of Jean Jones, Cooper's personnel manager. Jones stated that the reason underlying each of the terminations at issue was the employee's failure to return to work after the expiration of the extended 60 days unpaid leave. Appellants filed a response to Cooper's motion for summary judgment. The trial court granted Cooper's motion for summary judgment.
Summary judgment is proper for a defendant only if the defendant establishes that no genuine issue of material fact exists as to one or more essential elements of the plaintiff's claim and that it is entitled to judgment as a matter of law. Tex. R. Civ. P. 166a(c); Randall's Food Mkts., Inc. v. Johnson, 891 S.W.2d 640, 644 (Tex. 1995). If the defendant meets this burden, summary judgment for the defendant is proper unless the plaintiff can produce controverting evidence that raises a fact issue on one of the elements the defendant negated. See City of Houston v. Clear Creek Basin Auth., 589 S.W.2d 671, 678 (Tex. 1979); Terry v. S. Floral Co., 927 S.W.2d 254, 256 (Tex. App.—Houston [1st Dist.] 1996, no writ). We review the granting of a traditional summary judgment motion under a de novo standard. See Natividad v. Alexsis, Inc., 875 S.W.2d 695, 699 (Tex. 1994). In reviewing the granting of a summary judgment, we must accept as true any evidence in favor of the nonmovant, indulging every reasonable inference and resolving all doubts in its favor. Randall's Food Mkts., Inc., 891 S.W.2d at 644.
The Workers' Compensation Act prohibits employers from discharging an employee merely because the employee files a workers' compensation claim. TEX. LAB. CODE ANN.§ 451.001(1) (Vernon Supp. 2003). In enacting this law, the legislature sought to protect employees who are entitled to benefits under the workers' compensation scheme and to prevent employers from firing them for taking steps to collect benefits. Carnation Co. v. Borner, 610 S.W.2d 450, 453 (Tex. 1980).
An employee claiming discharge in violation of section 451.001 bears the initial burden of at least demonstrating a causal link between the workers' compensation claim and the alleged wrongful termination. Terry, 927 S.W.2d at 257. The employee need not prove that the workers' compensation claim was the sole cause of the termination, but he must show that the workers' compensation claim was at least a determining factor in the dismissal. Id. This causal connection is an element of the employee's prima facie case, and may be established by direct or circumstantial evidence. Id. Circumstantial evidence includes, but is not limited to: (1) knowledge of the compensation claim by those making the decision on termination, (2) expression of a negative attitude toward the employee's injured condition, (3) failure to adhere to established company policies, (4) discriminatory treatment in comparison to similarly situated employees, and (5) evidence that the stated reason for discharge was false. Continental Coffee Prods. v. Cazarez, 937 S.W.2d 444, 451 (Tex. 1996). Once the employee has established the causal link between his termination and his filing a workers' compensation claim, it is the burden of the employer to rebut the alleged improper termination by showing that there was a legitimate reason behind it. Terry, 927 S.W.2d at 257. Thereafter, in order to survive summary judgment, the burden shifts back to the employee to produce controverting evidence of a retaliatory motive. See Tex. Division-Tranter, Inc. v. Carrozza, 876 S.W.2d 312, 313-14 (Tex. 1994).
On appeal, appellants argue that the trial court erred when it granted summary judgment because (1) appellants pled sufficient facts to establish a causal link between their workers' compensation claims and their terminations, (2) Cooper did not meet its burden of proof of negating the causal link between the workers' compensation claims and the terminations, and (3) each of the appellants raised a genuine issue of material fact regarding their allegations that they were discharged in retaliation for filing workers' compensation claims.
At the outset, we note that the trial court's order does not specify the grounds on which it granted summary judgment. Accordingly, we will affirm the summary judgment if any of the theories advanced in the motion is meritorious. See State Farm Fire & Cas. Co. v. S.S., 858 S.W.2d 374, 380 (Tex. 1993).
In their petition, appellants alleged that they were former employees of Cooper who had been injured at their workplace, had filed workers' compensation claims in good faith, and had subsequently been terminated. Appellants alleged that they were harassed and terminated as a result of filing their workers' compensation claims. Cooper filed a general denial in response to appellants' petition. In addition to its general denial, Cooper further asserted additional and affirmative defenses.
At the close of discovery, Cooper moved for summary judgment on appellants' claims. In support of its summary judgment motion, Cooper provided transcripts from the depositions of each of the appellants.1
Cooper's Employee Handbook states Cooper provides provided 12 weeks of unpaid FMLA leave per year to qualifying employees and that, in addition to this FMLA leave, Cooper provides an additional 60 days of unpaid extended leave to employees who are unable, due to a serious medical condition or an on-the-job injury, to return to work at the end of their 12 week FMLA leave. The policy states that employees who do not return to work at the end of this extended leave will be terminated.
Cooper also presented the deposition testimony of appellants themselves. This evidence showed that, although appellants stated that they believed their terminations were a direct result of their workers' compensation...
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