Alexander v. Jitney Jungle Stores of America, Inc.

673 So. 2d 402, 1995 Ala. LEXIS 412, 1995 WL 619284
CourtSupreme Court of Alabama
DecidedOctober 20, 1995
Docket1931230
StatusPublished
Cited by2 cases

This text of 673 So. 2d 402 (Alexander v. Jitney Jungle Stores of America, Inc.) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alexander v. Jitney Jungle Stores of America, Inc., 673 So. 2d 402, 1995 Ala. LEXIS 412, 1995 WL 619284 (Ala. 1995).

Opinion

673 So.2d 402 (1995)

Stephen O. ALEXANDER
v.
JITNEY JUNGLE STORES OF AMERICA, INC.

1931230.

Supreme Court of Alabama.

October 20, 1995.

Richard A. Meelheim of Vowell, Meelheim & Alexander, P.C., Birmingham, for Appellant.

Anita T. Lechner, E. Fredrick Preis, Jr. of McGlinchey Stafford Lang, New Orleans, Louisiana, Charles W. Cochran III, Florence, for Appellee.

RICHARD L. JONES, Retired Justice.

Stephen O. Alexander appeals from a summary judgment in favor of his former employer, Jitney Jungle Stores of America, in Alexander's action claiming retaliatory termination in violation of Ala.Code 1975, § 25-5-11.1. We reverse and remand.

The chronology of significant events preceding the filing of Alexander's claim alleging retaliatory termination follows:

1. July 1987 Alexander is employed by Jitney Jungle. 2. October 4, 1989 Alexander is injured on the job. 3. October 4, 1989 Alexander receives workers' compensation benefits and remains off through work on doctor's orders. March 30, 1991 4. August 2, 1990 Alexander is informed by Jitney Jungle that he was terminated on July 13, 1990. 5. October 9, 1990 Alexander is informed by Jitney Jungle that he was not terminated but was removed from the payroll on July 13, 1990, and that his job is available on his return. 6. November 30, 1990 Alexander informs Jitney Jungle that his doctor has released him and because he has reached maximum medical improvement, and that December 4, 1990 he will return to work on December 5, 1990. 7. December 5, 1990 Alexander is told that he has been terminated pursuant to Jitney and Jungle's leave-of-absence policy. December 6, 1990

*403 Section 25-5-11.1 provides:

"No employee shall be terminated by an employer solely because the employee has instituted or maintained any action against the employer to recover workers' compensation benefits under this chapter or solely because the employee has filed a written notice of violation of a safety rule pursuant to subdivision (c)(4) of Section 25-5-11."

Jitney Jungle contends that the issue here presented is controlled by Hayden v. Bruno's, Inc., 588 So.2d 874 (Ala.1991), and thus that the judgment is due to be affirmed. We disagree.

The proof required to sustain or defend against an action brought pursuant to § 25-5-11.1 was set out in Twilley v. Daubert Coated Products, Inc., 536 So.2d 1364 (Ala.1988):

"We hold that an employee may establish a prima facie case of retaliatory discharge by proving that he was `terminated' because he sought to recover worker's compensation benefits, which would be an impermissible reason. The burden would then shift to the defendant employer to come forward with evidence that the employee was terminated for a legitimate reason, whereupon the plaintiff must prove that the reason was not true but a pretext for an otherwise impermissible termination."

536 So.2d at 1369.

In Hayden, the injured employee filed a workers' compensation claim and was later terminated. The employee sued, alleging retaliatory discharge. The employer introduced evidence that the employee had been terminated pursuant to an employment contract that required automatic termination of any employee whose leave of absence exceeded one year. The employer also introduced documents indicating that the employee had received poor performance evaluations. The trial court held, and this Court agreed, that the employee had produced no rebuttal evidence to "prove that the reason [given by the employer] was not true but a pretext." The judgment for the employer was affirmed.

The common thread running through both Hayden and this case is the application of an employer's absentee policy as the basis for the employee's termination. Notwithstanding this common element, however, the two cases are materially dissimilar in one important aspect: In Hayden, the employer offered evidence of legitimate reasons for terminating the employee, and the employee offered no rebuttal evidence. Jitney Jungle acknowledges that its sole reason for terminating Alexander was the application of Jitney Jungle's employee-absentee policy applicable to voluntary leaves of absence. Further, Alexander offered evidence that Jitney Jungle discontinued Alexander's temporary total workers' compensation benefits (which had amounted to $16,101.15) and made "on again off again" decisions to terminate Alexander (see items 4, 5, and 7 in the chronology set out above), in the context of Alexander's pursuit of permanent partial workers' compensation benefits. This rebuttal evidence furnishes a reasonable inference from which the jury, as factfinder, could conclude that Alexander's termination was the direct consequence of his pending workers' compensation claim (which was ultimately settled for a total of $27,451.99).

Jitney Jungle proffered evidence to the effect that it did not discriminate against Alexander in the application of the company's absentee policy. That evidence is admissible at trial on the "legitimate reason" issue, but it is not sufficient to entitle Jitney Jungle to a judgment as a matter of law.

This case is distinguishable from Graham v. Shoals Distributing, Inc., 630 So.2d 417 (Ala.1993), where the terminated employees "offered no evidence to refute [the employer's] evidence and [did not point] to substantial refuting evidence in [the employer's] submissions." 630 So.2d at 420.

This Court stated in Culbreth v. Woodham Plumbing Co., 599 So.2d 1120 (Ala.1992):

"We note that it would be more appropriate to say that, after the [employer] has *404 met his burden of coming forward with evidence of a legitimate reason, `"[t]he [employee] then has the burden of going forward with rebuttal evidence showing that the [employer's stated] reasons'" for terminating the [employee] are not true. Twilley [v. Daubert Coated Products, Inc., 536 So.2d 1364, 1369 (Ala.1988) ], quoting Pushkin v. Regents of the University of Colorado, 658 F.2d 1372, 1387 (10th Cir. 1981). The [employee] does not have to `prove' that the employer's stated reason is not true unless the [employer's] evidence is sufficiently certain, without more evidence from the [employee], to support a directed verdict. If the [employee's] prima facie case is strong, and the [employer's] evidence of an asserted reason is weak or equivocal, the jury might simply disbelieve the [employer].
"Similarly, in the context of summary judgment, if the [employer] has supported a summary judgment motion with evidence of a legitimate reason for terminating the [employee], the [employee] must then refute that showing with his own prima facie case; of course, the [employee] has no burden to produce evidence before trial until the [employer] has made and properly supported a motion for summary judgment. If the [employer's] showing of a legitimate reason is conclusive enough to establish that `there is no genuine question as to [that] material fact and that the moving party is entitled to a judgment as a matter of law,' Rule 56(c), Ala.R.Civ.P., the [employee] would also have to produce evidence to refute that showing.
". . . .

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Bluebook (online)
673 So. 2d 402, 1995 Ala. LEXIS 412, 1995 WL 619284, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alexander-v-jitney-jungle-stores-of-america-inc-ala-1995.