Gulf States Steel, Inc. v. White

742 So. 2d 1264, 1999 Ala. Civ. App. LEXIS 10, 1999 WL 5344
CourtCourt of Civil Appeals of Alabama
DecidedJanuary 8, 1999
Docket2970896
StatusPublished
Cited by14 cases

This text of 742 So. 2d 1264 (Gulf States Steel, Inc. v. White) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gulf States Steel, Inc. v. White, 742 So. 2d 1264, 1999 Ala. Civ. App. LEXIS 10, 1999 WL 5344 (Ala. Ct. App. 1999).

Opinion

742 So.2d 1264 (1999)

GULF STATES STEEL, INC.
v.
William Clarence WHITE.

2970896.

Court of Civil Appeals of Alabama.

January 8, 1999.
Rehearing Denied February 19, 1999.
Certiorari Denied June 11, 1999.

*1265 James W. McGlaughn of Inzer, Stivender, Haney & Johnson, Gadsden, for appellant.

Leon Garmon, Gadsden, for appellee.

Alabama Supreme Court 1980917.

THOMPSON, Judge.

On January 22, 1991, William Clarence White filed a complaint against his employer, Gulf States Steel, Inc. ("Gulf States"), in the Circuit Court of Etowah County, seeking benefits under the Workers' Compensation Act. White alleged that he had "suffered injury to his back, left shoulder, and right leg as a proximate result of [an] accident which occurred on or about May 21, 1989." White claimed permanent total disability as a result of the accident. However, White returned to work full time, with no restrictions, in January 1990.

On August 27, 1992, White fell at work and injured his right knee. On May 2, 1997, Gulf States filed a motion to exclude, *1266 in the trial of White's action, any evidence relating to the 1992 injury. Five days later, on May 7, 1997, White moved for leave to amend his original complaint to allege the 1992 injury, and the trial court allowed the amendment.[1] Gulf States filed an answer to the amended complaint, asserting that the statute of limitations barred any recovery for the 1992 injury. In its order denying Gulf States' motion to exclude, the trial court determined that White had been "initially injured" in 1989 and "re-injured" in 1992. On June 16, 1997, Gulf States filed a motion for summary judgment on the grounds that the statute of limitations barred the claim based on the 1992 injury. After a hearing on Gulf States' motion for summary judgment, the trial court orally notified both parties that it had denied that motion, on December 18, 1997, and it commenced a nonjury trial the same day.

On January 5, 1998, Gulf States filed a motion to apply the provisions of § 25-5-57, Ala.Code 1975, asserting that any award for the 1992 injury should be offset by early-retirement benefits received by White. White asked the trial court to tax the costs of the fees of Dr. Jack Bentley, Jr., a licensed professional counselor and vocational expert, as court costs to Gulf States.

On March 30, 1998, the trial court entered an order awarding White permanent total disability benefits. The trial court also granted White's motion to tax the cost of Dr. Bentley's fees to Gulf States. After the trial court denied Gulf States' motion to alter, amend, or vacate the judgment, Gulf States appealed.

Gulf States argues that the statute of limitations bars White's claim for the 1992 injury and that the trial court erred by taxing Dr. Bentley's psychotherapy bills as court costs and by failing to apply the "offset" provisions of § 25-5-57, Ala.Code 1975, to the 1992 injury.

At the time of trial, White was 63 years old. He had been employed as a general electrician and millwright by Gulf States and its predecessor, Republic Steel Corporation, from 1959 until 1993.

On May 21, 1989, White was repairing a paddle arm on top of an overhead crane. As he was descending from the crane, he lost his hold and fell approximately 8 to 10 feet, to the lower deck of the crane. Dr. William Stewart, White's treating physician, testified during his deposition that as a result of the 1989 accident White tore the hamstring muscle on his right leg, strained a muscle in his lower back, and had a minor shoulder separation.

After having surgery on his right shoulder, White was released to work, with no restrictions, and he returned to work for Gulf States in January 1990. On August 27, 1992, White was working in Gulf States' coal strip mill when he fell on some steps and landed on his right knee. After this accident, White did not return to work, and he agreed to take a paid, voluntary, early retirement in 1993. The retirement incentive paid White 24 monthly payments of $801. On January 15, 1995, Dr. C. William Hartzog performed a total knee replacement on White's right leg.

The Workers' Compensation Act as it read before the 1992 amendment ("the new Act") applies to White's 1989 injury. However, the new Act applies to White's 1992 injury. Under either Act, the trial court's conclusions regarding legal issues carry no presumption of correctness on appeal. Ex parte Cash, 624 So.2d 576 (Ala.1993); see also § 25-5-81(e)(1), Ala. Code 1975. Therefore, this court's review of the three issues that Gulf States raises on appeal is de novo.

The new Act's version of § 25-5-80, Ala.Code 1975, states:

"In case of a personal injury not involving cumulative physical stress, all claims for compensation under this article shall be forever barred unless within *1267 two years after the accident the parties shall have agreed upon the compensation payable under this article or unless within two years after the accident one of the parties shall have filed a verified complaint as provided in Section 25-5-88.... Where, however, payments of compensation, as distinguished from medical or vocational payments, have been made in any case, the period of limitation shall not begin to run until the time of making the last payment."

The "commencement of [a workers' compensation] action within the time prescribed by the statute is an indispensable condition to the liability of the [employer] and to [the worker's] right to sue." Morgan v. Rheem Mfg. Co., 395 So.2d 1030, 1031 (Ala.Civ.App.1981).

After the complaint is filed, "[the] action shall proceed in accordance with and shall be governed by the same rules and statutes as govern civil actions." § 25-5-88, Ala.Code 1975. Rule 15(c), Ala. R. Civ. P., provides:

"An amendment of a pleading relates back to the date of the original pleading when
". . . .
(2) the claim or defense asserted in the amended pleading arose out of the conduct, transaction, or occurrence set forth or attempted to be set forth in the original pleading...."

Thus, for an amended complaint to relate back to the date of the original complaint, the claim stated in the amended complaint must have arisen from the same conduct, transaction, or occurrence set forth in the original complaint. See Cummins Engine Co. v. Invictus Motor Freight, Inc., 641 So.2d 761 (Ala.1994); and Georgia Cas. & Sur. Co. v. White, 582 So.2d 487 (Ala.1991). "The relation-back doctrine of Rule 15(c) is objective, and its application, under prescribed circumstances, is nondiscretionary." Cummins Engine Co., 641 So.2d at 764, citing Whitfield v. Murphy, 475 So.2d 480 (Ala.1985).

An amendment to a complaint, filed beyond the statutory limitations period, that alleges facts not alleged in the original complaint or that attempts to state a cause of action that was not stated in the original complaint, is time-barred. ConAgra, Inc. v. Adams, 638 So.2d 752, 754 (Ala.1994); McCollough v. Warfield, 523 So.2d 374, 375 (Ala.1988); and Cooper v. Thomas, 456 So.2d 280, 283 (Ala.1984). The Supreme Court of Alabama stated the test for determining whether an amendment states a new cause of action, and thus cannot relate back to the date of the original complaint, as follows:

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Bluebook (online)
742 So. 2d 1264, 1999 Ala. Civ. App. LEXIS 10, 1999 WL 5344, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gulf-states-steel-inc-v-white-alacivapp-1999.