Celadon Trucking Services, Inc. v. Mario Martinez

CourtCourt of Appeals of Texas
DecidedMarch 24, 2010
Docket08-07-00313-CV
StatusPublished

This text of Celadon Trucking Services, Inc. v. Mario Martinez (Celadon Trucking Services, Inc. v. Mario Martinez) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Celadon Trucking Services, Inc. v. Mario Martinez, (Tex. Ct. App. 2010).

Opinion

COURT OF APPEALS EIGHTH DISTRICT OF TEXAS EL PASO, TEXAS

§ CELADON TRUCKING SERVICES, No. 08-07-00313-CV INC., § Appeal from Appellant/Cross-Appellee, § 384th District Court v. § of El Paso County, Texas MARIO MARTINEZ, § (TC # 2002-3447) Appellee/Cross-Appellant. §

§

OPINION

Celadon Trucking Services, Inc. appeals from a judgment entered in favor of Mario Martinez.

Because we conclude that the Indiana Workers’ Compensation Board had exclusive jurisdiction of

Martinez’s claims, we reverse and render judgment dismissing his suit.

FACTUAL SUMMARY

Mario Martinez, who lives in El Paso, applied for a job as a truck driver with Celadon at its

El Paso terminal.1 Celadon is a trucking company with its headquarters in Indiana. After being

hired, Martinez traveled to Indianapolis for orientation. Celadon paid for his trip and housed him

in a dormitory during the three day orientation. While at orientation, Martinez signed an agreement

with Celadon’s subsidiary, Celadon Trucking Company of Indiana, Inc., entitled “Worker’s

Compensation Acknowledgement & Agreement” which provided that Martinez’s employment was

“principally localized in Indiana” and Indiana workers’ compensation law would apply to the

1 Celadon has other Texas facilities including Laredo and W axahachie. settlement of any claim arising out of any job related injury. Martinez does not read English and he

did not understand the documents presented to him, but he did not ask anyone to translate the

documents nor did he tell anyone he could not understand them. Martinez signed the documents

because he needed the job. After orientation concluded, Celadon provided Martinez with a truck and

he returned to El Paso. Martinez’s designated route covered several Texas cities but he sometimes

drove to other states.

In August 13, 2001, Martinez suffered on-the-job injuries to his back and leg as the result of

a vehicular accident in Sweetwater, Texas. After he received emergency treatment, another Celadon

truck driver who was passing through transported him home. Celadon is self-insured for workers’

compensation purposes in Indiana but it is not a qualified self-insurer in Texas. Celadon’s workers’

compensation manager, Audrey Manning, called Martinez two days after the accident and told him

that his claim would be handled under Indiana law pursuant to the agreement he had signed, he

would receive benefit checks, Celadon would pay for his medical care, and Celadon had the right

to direct his medical care. Manning also told him to go to the Eastside Medical Care Center in

El Paso for initial treatment. Manning filed a report of injury that same day and forwarded it to

Celadon’s third-party claims administrator, JWF Specialty Company. Karen Salwowski, a JWF

employee, handled Martinez’s claim. On August 27, 2001, JWF filed a form entitled “Agreement

to Compensation of Employee and Employer” with the Indiana Workers’ Compensation Board

reflecting Martinez would be compensated weekly at a certain amount while off work. The benefit

checks were deposited directly into Martinez’s bank account.

Martinez complied with Manning’s instructions and initially received treatment at the

Eastside Medical Clinic. The doctors’ work status reports restricting Martinez from all work were

forwarded to Manning. MRIs of the knee and back were performed on August 20, 2001 and reflected that Martinez had a herniated disc in his lower back and joint effusion with early bursitis

in the knee. Consequently, Martinez was referred to an El Paso orthopedic surgeon, Dr. Eric Sides,

who restricted Martinez from all work. On August 27, 2001, Manning sent a six-page fax to

Salwowski with the notation, “Mario is wanting surgery. We need to bring Mario to Indy. See Dr.

Lorber.” Manning explained that she wanted Martinez to get a second opinion in Indianapolis before

he underwent surgery.

On October 4, 2001, Manning authorized Salwowski to hire a nurse practitioner, Beth Bader,

to assist with Martinez’s claim. Bader referred Martinez to Dr. Angelo Romagosa, who is a board

certified in physical medical and rehabilitation and she asked Dr. Romagosa to provide detailed

information about Martinez’s medical condition and progress. On October 22, 2001, Dr. Romagosa

provided a detailed report to Bader. He diagnosed Martinez with a lumbar strain, a herniated disc,

aggravation of a facet joint in the lower back, and a knee injury. In his opinion, Martinez’s prognosis

for recovery was good. Dr. Romagosa stated it would be two to three months before he would be

able to determine when Martinez could return to light duty. Because Martinez was experiencing

severe spasms in his back and radicular pain, Martinez would not be able to return to light duty

immediately, but Dr. Romagosa hoped that with treatment Martinez would be able to return to job

as a truck driver in six months. Bader instructed Dr. Romagosa to take over Martinez’s treatment

and he proceeded to treat Martinez with corticosteroid injections in the knee and back as well as

physical therapy. Dr. Romagosa also prescribed anti-inflammatory and pain medications. Manning

received a copy of Dr. Romagosa’s letter.

It is Celadon’s policy to bring drivers to Indiana for light duty work when a light duty release

is obtained. The policy has several purposes but the main reason is for medical treatment. On

October 30, 2001, Salwowski instructed Bader to set up an appointment for Martinez to see Dr. John Lomas at Methodist Occupation Health in Indianapolis. Salwowski also told Bader that she needed

to get a light duty release for Martinez from Dr. Romagosa. On October 31, 2001, Bader called Dr.

Romagosa’s office and told the staff she needed return to work restrictions “now.” Bader spoke with

Dr. Romagosa about her request for Martinez to travel to Indiana but he did not believe it was a good

idea due to Martinez’s symptoms. Bader told Dr. Romagosa that Celadon was insisting on Martinez

traveling to Indiana for further treatment. She also said that Martinez would continue to receive

treatment only if he flew to Indiana. Bader instructed Dr. Romagosa to complete the Texas Workers’

Compensation Work Status Report form which would serve as a prescription allowing Martinez to

fly. Dr. Romagosa specifically told Bader that Martinez was not ready to return to light duty and he

was only clearing Martinez to fly. With Bader’s guidance, Dr. Romagosa completed the form

writing in the section titled “other restrictions” that Martinez “may fly by plane.” He left blank the

section entitled “work status information” which would have indicated that Martinez’s medical

condition would allow him to return to work on a given date with the restrictions listed in Section

III of the form, but he listed various work restrictions in Section III. Bader forwarded the form to

Salwowski and Manning.

Although she had received a copy of Dr. Romagosa’s October 22, 2001 letter, Manning

interpreted the form as a light duty release and called Martinez on November 2, 2001 to inform him

that Dr. Romagosa had released him to light duty. She told him that Celadon had a light duty

position available in Indianapolis and if he did not accept the position, his benefits would be

terminated. Martinez also spoke with Bader about the letter. She told him that if he did not go to

Indiana, his benefits would be cut and his therapy would cease. Martinez went to Indianapolis on

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