Hooker v. Wal-Mart Stores, Inc.

870 So. 2d 1131, 2004 La. App. LEXIS 840, 2004 WL 737339
Louisiana Court of Appeal·Decided April 7, 2004·No. 38,350-CA·Published·Cited by 18 cases

Opinion

870 So.2d 1131 (2004)

George HOOKER, Jr., Plaintiff-Appellant,
v.
WAL-MART STORES, INC., Defendant-Appellee.

No. 38,350-CA.

Court of Appeal of Louisiana, Second Circuit.

April 7, 2004.
Rehearing Denied May 6, 2004.

*1132 Street & Street by C. Daniel Street, for Appellant.

McGlinchey Stafford, PLLC by Stephen P. Beiser, New Orleans, for Appellee.

Before WILLIAMS, CARAWAY and MOORE, JJ.

CARAWAY, J.

This case has recently been before this court concerning an award of benefits by the Office of Workers' Compensation to plaintiff for three weeks of disability following a work place injury. Hooker v. Wal-Mart Stores, Inc., 38,244 (La.App.2d Cir.3/3/04), 867 So.2d 869. This district court suit was also instituted in connection with plaintiff's three-week absence from work which resulted in his dismissal from employment. Plaintiff claims his dismissal was in retaliation for his assertions for workers' compensation benefits in violation of La. R.S. 23:1361. Following a motion for summary judgment by the employer, the trial court dismissed plaintiff's suit. Finding that the issue of the employer's motive for the employee's dismissal remains clouded by genuine issues of material fact, we reverse the trial court's ruling and remand for further proceedings.

Facts

George Hooker, Jr. went to work for Wal-Mart stocking groceries at a Monroe Wal-Mart store in 2000. On September 3, 2002, Hooker was working inside a trailer using an electric pallet jack to unload groceries from a delivery truck. While doing so, the equipment malfunctioned causing boxes to fall and the trailer's rear door to come down and strike Hooker on the head. Hooker reported the accident immediately to James Tedleton, the market manager, but alleges that he was denied medical attention until the following day. The next day, Tedleton took Hooker to the North Monroe Medical Center emergency room where he was diagnosed with cervical spine strain, chest wall strain and a minor scalp contusion.

On the day of the accident, Hooker completed a form entitled "Associate *1133 Statement—Workers Compensation" describing the accident. On the following day when he was taken to the doctor, he completed a second form entitled "Workers' Compensation Request for Medical Care" which contained a release authorizing Wal-Mart to obtain copies of Hooker's medical records regarding his occupational injury.

Hooker returned to work on light duty for several days during which the condition worsened. On September 17, 2002, while taking an already scheduled week of vacation, Hooker saw his orthopedist, Dr. Sidney Bailey. Dr. Bailey previously diagnosed Hooker with degenerative changes in his neck and explained that this condition made Hooker more susceptible to injury. Dr. Bailey recommended physical therapy and gave Hooker a note stating, "George Hooker needs to be off work until 10-7-02." Hooker made an appointment to see Dr. Bailey again on October 10, 2002. That day, Hooker took the note to Wal-Mart and gave it to the personnel manager, Sandra Johnson.

On September 20, 2002, Dr. Bailey's office received a fax from Angie Nichols, a case manager with Claims Management, Inc. ("CMI"), Wal-Mart's third-party administrator. The fax stated that Hooker had filed a compensation claim with CMI and asked the doctor to complete an attached temporary alternative duty form and treatment plan and fax it back to CMI "as soon as possible." The fax stated that "Your assistance in this matter will allow the associate to safely recover at work, earn a full wage, and continue to receive benefits."

The September 20, 2002 fax was followed up by a second faxed letter from a nurse at CMI, Eloise Leonard. This fax noted Dr. Bailey's diagnosis of a cervical sprain/strain and stated that Wal-Mart could provide the employee with a modified position under any restrictions the doctor outlined. The letter asked, "What harm could come to Mr. Hooker working within restrictions for a cervical sprain?" The fax also asked the doctor to complete a "work form" outlining specifically the restrictions to be placed on Hooker's work.

On September 25, 2002, Dr. Bailey completed the temporary alternative duty form. He noted on the form that Hooker needed to alternate sitting and standing, could not work on a ladder and could not reach over his head or work over his shoulders. The doctor could not explain what prompted him to change his recommendation from "no work until October 7" to light-duty work, but confirmed that he did not re-examine Hooker before doing so. Dr. Bailey testified that is was unusual that he responded so promptly to this request and that "some level of urgency" must have been communicated to him. He speculated that these circumstances prompted the amended recommendation.

Dr. Bailey completed another temporary alternative duty form on October 7, 2002, again indicating Hooker's work restrictions.

Hooker testified in his deposition that he was not informed of this new light duty recommendation by the doctor's office. Dr. Bailey did not know whether Hooker was notified of this information or even aware that communications occurred.

On September 25, 2002, Wal-Mart notified Hooker that he should return to work. When he called CMI, Angie Nichols informed him of his doctor's revised recommendation as to his work status. She also informed him that he would be paid one day of workers' compensation benefits, after which he was authorized to return to work.

Thereafter, Hooker went into Wal-Mart where a manager, Derek Blue, and another *1134 employee, Mary Edmonson, told him his doctor released him to light duty and that Wal-Mart had a light-duty job for him. He testified that while he was shown Dr. Bailey's note of September 25, 2002, he did not believe it was accurate because he had not seen the doctor since September 17, 2002. Although Hooker initially agreed to return to light duty work the following day, he changed his mind and told them he would not return to work until October 7, 2002, as originally recommended by Dr. Bailey. Hooker was afraid that he would be ordered to do heavier work because before, while he was on "light duty" for an earlier accident, he was suspended for refusing to follow an order.

Hooker heard for the first time that Wal-Mart terminated him while attending physical therapy. He received correspondence from Wal-Mart dated October 1, 2002, informing him that he had been terminated for failing to report to work on September 26, 27, 28, 29 and 30. On October 7, 2002, Hooker reported back to work at Wal-Mart and was again informed that his employment was terminated.

Hooker returned to Dr. Bailey on October 10, 2002. The doctor released Hooker to full duty then and recommended additional physical therapy. Dr. Bailey said that while most of the therapeutic exercises could be done at home, others require a therapist. Dr. Bailey's records showed Wal-Mart refused payment for the additional therapy.

In addition to claims for workers' compensation and unemployment benefits, Hooker filed the instant suit on October 8, 2002, claiming that he was discharged in retaliation for filing a workers' compensation claim in violation of La. R.S. 23:1361. Wal-Mart moved for summary judgment alleging that there was no genuine issue of material fact based upon the deposition testimony of Dr. Bailey and Hooker.

Hooker opposed the motion and submitted the transcript of the workers' compensation judge's ("WCJ") ruling. The WCJ found that Hooker had suffered an injury at work and that Dr.

Free access — add to your briefcase to read the full text and ask questions with AI

Hooker v. Wal-Mart Stores, Inc., 870 So. 2d 1131, 2004 La. App. LEXIS 840, 2004 WL 737339 (La. Ct. App. 2004).

870 So. 2d 1131 (Hooker v. Wal-Mart Stores, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Wells v. Town of Delhi
216 So. 3d 1095 (Louisiana Court of Appeal, 2017)
Cook v. Depingre
161 So. 3d 914 (Louisiana Court of Appeal, 2015)
Lee v. Future Expectations Community Care Services, LLC
152 So. 3d 1035 (Louisiana Court of Appeal, 2014)
Richardson v. Lloyds
136 So. 3d 953 (Louisiana Court of Appeal, 2014)
Benson v. State
124 So. 3d 544 (Louisiana Court of Appeal, 2013)
Dhaliwal v. Dhaliwal
124 So. 3d 470 (Louisiana Court of Appeal, 2013)
Franklin v. Camterra Resources Partners, Inc.
123 So. 3d 184 (Louisiana Court of Appeal, 2013)
Hansford v. ST. FRANCIS MED. CENTER, INC.
999 So. 2d 1238 (Louisiana Court of Appeal, 2009)
Penn v. Louisiana-1 Gaming
954 So. 2d 925 (Louisiana Court of Appeal, 2007)
Louisiana Ag Credit v. Livestock Producers
954 So. 2d 883 (Louisiana Court of Appeal, 2007)
Adams v. HARRAH'S BOSSIER CITY INV. CO.
948 So. 2d 317 (Louisiana Court of Appeal, 2007)
Woolsey v. Delta Disposals, L.L.C.
914 So. 2d 618 (Louisiana Court of Appeal, 2005)
Chivleatto v. Sportsman's Cove, Inc.
907 So. 2d 815 (Louisiana Court of Appeal, 2005)
Moore v. Conagra Poultry Co.
893 So. 2d 137 (Louisiana Court of Appeal, 2005)
Hooker v. Wal-Mart Stores, Inc.
877 So. 2d 1052 (District Court of Appeal of Florida, 2004)