District 20, United Mine Workers of America v. Sams

251 So. 2d 613, 287 Ala. 312, 1971 Ala. LEXIS 724, 77 L.R.R.M. (BNA) 3013
CourtSupreme Court of Alabama
DecidedJune 17, 1971
Docket6 Div. 762
StatusPublished
Cited by6 cases

This text of 251 So. 2d 613 (District 20, United Mine Workers of America v. Sams) 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
District 20, United Mine Workers of America v. Sams, 251 So. 2d 613, 287 Ala. 312, 1971 Ala. LEXIS 724, 77 L.R.R.M. (BNA) 3013 (Ala. 1971).

Opinion

SIMPSON, Justice.

This is an appeal from a judgment rendered on verdict in favor of the plaintiff in an action of deceit brought by a member of a labor union against his union claiming damages for alleged misrepresentations made to him by an officer of the union. The complaint allages that the defendant falsely represented to the plaintiff that plaintiff would be eligible for an old-age pension from the United Mine Workers Welfare and Retirement Fund if he kept his union dues paid until he was 60 years of age and that in reliance upon such representations he paid his dues but was denied his pension from the Welfare Fund.

The testimony of plaintiff was that he started working in the mines when he was 18 years of age, in 1922. He joined the union in 1936. In May, 1944, he was severely injured, suffering permanent damage to his eyes and partial loss of his hearing. He has not worked since, being physically unable to do so.

From 1944 up until 1950 the plaintiff ' drew compensation of $33.00 a month from the Mine Workers. This has nothing to do with the old-age pension. His testimony and that of his wife was that all through the years after his injury, from time to time, and particularly in 1947, 1954, and 1958, he was told by a Mr. Sessions, who was president of the local union in 1947, and a salaried officer of the union, representing District 20 (which comprises all of Alabama) since 1950, that his time “was going on, just like you were in the mines and working.” This assurance came, according to Mr. Sams and his wife, in response to their inquiries about whether Mr. Sams would be eligible for a pension when he reached age 60.

There was further testimony that in 1963 Mr. Sessions informed Mr. Sams that he had bad news for him, that he would not get his pension because the funds were short, but that if anything turned up in his favor, Mr. Sessions would let him know.

In 1964, upon reaching age 60, Mr. Sams applied to the United Mine Workers Welfare and Retirement Fund for his pension and was denied on the basis that he had not established employment in classified service in the coal industry during 20 years within the 30 years preceding the date of his application.

It was stipulated by the parties that the United Mine Workers Welfare and Retirement Fund is a trust fund established pursuant to Federal law and is an entity separate and distinct from the United Mine Workers of America, that the requirement which was the basis of the denial of the pension had been in effect since 1953, and that the existence of the regulation had been made known to the United Mine Workers of America and the various local unions in writing.

Suit was brought in April, 1965. The case was tried to a jury which returned a verdict in favor of the plaintiff in the amount of $50,000. This appeal followed.

The appellant first argues that the plaintiff failed to make out a prima facie case for submission to the jury in that the evidence failed to establish that the plaintiff in any way changed his position or suffered any detriment in reliance upon the alleged representations of the defendant. It was not disputed that the appellee had paid his union dues every month since his injury in 1944 up until the time of the trial. The argument advanced by the appellant is that [315]*315since he was still paying his dues after having been denied the pension, that it follows that he did not pay the dues in reliance on the representations allegedly made to him that payment of union dues was a condition precedent to the eligibility for an old-Age pension from the United Mine Workers Pension and Welfare Fund. In this connection Mr. Sams testified:

“Q. (BY MR. HARRIS:) * * * When Mr. Sessions told you that your time was going on the same as if you were working in the mine, did you believe him or not?
“A. Yes, sir, I believed him.
5|C !jC 5^ 'i'
“Q. If he had told you that you were not eligible for a pension at any time you talked to him, would you have paid thereafter your dues ?
“A. No, sir.

On cross-examination, the following question was put to Mr. Sams:

“Q. * * * You are still paying dues although you have been turned down, aren’t you?
“A. Well, I still believe that I will get my pension. * * * ”

We agree with the trial court that this testimony supplied sufficient evidence of reliance to warrant submission of the case to the jury, assuming there was evidence bearing on other essential elements of the cause of action sued on. The appellant in brief cites Bynum v. Rucker, 235 Ala. 353, 179 So. 241, in support of its proposition that the court erred in denying the affirmative charge in that the plaintiff failed to establish an essential element of his cause of action (reliance). That case dealt with a purchaser suing to rescind a sale of real estate, alleging that the seller had fraudulently misrepresented the amount or quality of manganese ore thereon. There it was established that the purchaser had considerable mining experience while the seller had little, and further that the purchaser made a thorough inspection of the premises prior to the purchase. The court noted that it did not reasonably appear from the evidence that the purchaser acted upon any representations of the seller touching the quantity or quality of the ore on the lands, but relied upon his own judgment. Such is not the case here.

The testimony of Mr. Sams and his wife was that from time to time over the years, after his accident, they inquired of Mr. Sessions whether or not Mr. Sams would get his pension when he reached age 60. Their testimony was that each time they inquired, until the last time in 1963, that they were told that “His time was going on.” Mr. Sessions denied that he had ever told the plaintiff that he would be eligible for a pension, or would get a pension if he paid his union dues.

He did testify that after Mr. Sams’ accident he would come over to his (Mr. Sessions’) house from time to time and “I would advise him” but “I couldn’t answer compensation questions.”

A Mr. Baker, who identified himself as Secretary-Treasurer of the appellant union testified that he had helped some 500 men on their applications for pensions since 1964, and that he averaged more than 100 a year, but that his office had nothing to do with determining eligibility; that was determined in Washington by the Welfare and Retirement Fund.

The real question is whether the plaintiff was justified under all of the circumstances involved in relying on the alleged assurances made to him by the union official. The plaintiff in this case is poorly educated, being unable to see, cannot spell his wife’s name. The testimony of Mr. Sessions was that Mr. Sams would come to him from time to time after his injury “for information as to what to do, and I would advise him maybe * * *. I couldn’t answer compensation questions.”

It was further established that the appellant knew as early as 1953 that Mr. [316]*316Sams -would, be ineligible for a pension at age 60, because he had not worked a sufficient number of years during the 30 next preceding his application. Yet, Mr. Sams testified that Mr. Sessions told him subsequent to that time that “his time was going on just like he was in the mine.” It is a well established principle of law that

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251 So. 2d 613, 287 Ala. 312, 1971 Ala. LEXIS 724, 77 L.R.R.M. (BNA) 3013, Counsel Stack Legal Research, https://law.counselstack.com/opinion/district-20-united-mine-workers-of-america-v-sams-ala-1971.