in Re Pedro Martinez and Lydia Gonzalez, Individually and on Behalf of the Estate of Pedro Jovany "Bruno" Martinez

Court of Appeals of Texas·Decided July 28, 2022·No. 03-21-00233-CV·Published

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

NO. 03-21-00182-CV

In re Hellas Construction, Inc.

ORIGINAL PROCEEDING FROM TRAVIS COUNTY

NO. 03-21-00233-CV

In re Pedro Martinez and Lydia Gonzalez, Individually and on behalf of the estate of Pedro Jovany “Bruno” Martinez

ORIGINAL PROCEEDING FROM TRAVIS COUNTY

MEMORANDUM OPINION

Before the Court are two original proceedings arising from related lawsuits—each filed in a Travis County district court—resulting from a workplace injury that led to the death of 20-year-old Pedro Jovany “Bruno” Martinez. In cause No. 03-21-00182-CV, alleged employer Hellas Construction, Inc., seeks mandamus relief from the district court’s order lifting the abatement of a tort suit brought by Bruno’s family (Martinez Family) against Hellas. Real parties in interest are the Martinez Family and T.F. Harper & Associates, L.P., the general contractor allegedly responsible for the construction site. In cause No. 03-21-00233-CV, the Martinez Family seeks mandamus relief from the district court’s order overruling its plea to the

jurisdiction seeking dismissal of its own suit for judicial review of a final order from the Texas Department of Insurance Division of Workers Compensation (DWC). Real party in interest in the latter cause is Texas Mutual, which provides Hellas’s workers’ compensation policy. For the reasons that follow, we will grant the relief sought by Hellas and deny the relief sought by the Martinez Family.

BACKGROUND

The Workplace Injury In July of 2019, twenty-year-old Bruno succumbed to injuries caused by heat stroke sustained while working on a construction site overseen by subcontractor Hellas Construction, Inc. Whether Bruno was a Hellas employee at the time of injury is the crux of the litigation in the two courts below. Whether DWC had jurisdiction to decide that issue is the question before this Court.

The Martinez Family insists that Bruno was not yet a Hellas employee at the time of his injury, arguing that Bruno had applied for a position but had not yet been hired and emphasizing that Hellas itself initially denied Bruno’s status as an employee when it learned of the injury. Notwithstanding the status of Bruno’s employment application and its early statements on the subject, Hellas now characterizes Bruno as an employee when he sustained the fatal injuries.

The Tort Suit (No. D-1-GN-19-004416)

Because the Martinez Family does not believe Bruno was an employee at the time of injury, it did not file a claim for workers’ compensation benefits but instead filed a

wrongful-death suit (the tort suit) against Hellas. 1 In its answer, Hellas raised the exclusive-remedy defense set forth in Section 408.001 of the Labor Code, which provides, “Recovery of workers’ compensation benefits is the exclusive remedy of an employee covered by workers’ compensation insurance coverage or a legal beneficiary against the employer or an agent or employee of the employer for the death of or a work-related injury sustained by the employee.” See Tex. Lab. Code § 408.001(a). Hellas then requested a benefit review conference from DWC; the Martinez Family challenged DWC’s jurisdiction over any issues arising from Bruno’s injury. See “Suit for Judicial Review,” below.

Thus, believing that DWC “has the exclusive jurisdiction to make the initial determination of whether Bruno was an employee of Hellas at the time of his fatal injury or illness,” Hellas filed a combined plea to the jurisdiction and motion for abatement. In the filing, Hellas prayed that the Martinez Family’s “suit be dismissed for lack of jurisdiction, or in the alternative, abated pending a final, appealable decision of the DWC or any court to which a proper appeal of the DWC’s decision has been made.” At the hearing on the plea and motion, Hellas argued that the issue of employment status—if decided in its favor—would dispose of all the Martinez Family’s tort theories. Hellas also submitted evidence that it had followed all applicable regulations in providing the Martinez Family with the workers’ compensation claim form and a disclosure of rights under the Workers’ Compensation Act. The Martinez Family, meanwhile, denied that DWC has any jurisdiction over the disputed issues. The district court ultimately took the plea and motion under advisement and then issued an order abating the case until July 1, 2020, “to allow . . . the parties to invoke the jurisdiction of [DWC].” It further

1 The Martinez Family later amended its petition to add T.F. Harper & Associates, L.P., as a defendant.

indicated that if no party had invoked that jurisdiction by July 19, 2020—the one-year anniversary of Bruno’s death and therefore the last day the Martinez Family could file a claim for benefits, see id. § 409.007(a)—the court would lift the abatement.

In November, while the Martinez Family’s challenge to DWC’s jurisdiction was still pending before that agency, the Martinez Family moved the court presiding over the tort suit to lift the abatement, arguing that Bruno’s beneficiaries had never filed a claim for benefits, that the statute of limitations to file such a claim had passed, and that “there is no pending or disputed claim for worker’s compensation benefits for [DWC] to resolve so its exclusive jurisdiction is no longer triggered.” The court took the matter under advisement and ultimately granted the motion to lift the abatement. This original proceeding followed, with Hellas arguing that the district court abused its discretion by lifting the abatement when the administrative order was still subject to judicial review and therefore not final. As relief, Hellas asks this Court to issue a mandamus writ ordering the district court to reinstate the abatement.

The Suit for Judicial Review (No. D-1-GN-20-007696)

As mentioned in the previous section, Texas Mutual filed a “request to schedule, reschedule, or cancel a benefit review conference” in March of 2020, listing the disputed issue as “whether or not Mr. Bruno Martinez was an employee of Hellas Construction, Inc. at the time of injury and subsequent death.” See 28 Tex. Admin. Code § 141.1(b) (Tex. Dep’t of Ins., Div. of Workers’ Comp., Requesting and Setting a Benefit Review Conference). In October, following a contested-case hearing, an administrative law judge (ALJ) determined that “[d]ecedent did sustain a compensable injury on July 19, 2019, that resulted in his death,” and that “Hellas Construction[,] Inc.[,] was Decedent’s employer for purposes of the Texas Workers’

Compensation Act.” The Martinez Family requested review by an appeals panel, arguing that DWC’s jurisdiction had “never been invoked” because the Martinez Family had chosen not to file a claim with the agency. In December, the appeals panel adopted the ALJ’s Decision and Order.

The Martinez Family filed suit for judicial review in Travis County district court.

The Martinez Family’s petition for judicial review raised the following arguments:

• the ALJ and Appeals Panel rendered an improper advisory opinion because there was no benefit dispute that needed to be resolved by a benefit proceeding when the ALJ issued her decision;

• the Division does not have exclusive jurisdiction over this matter because there was no benefit dispute when the ALJ rendered her decision;

• The ALJ erred in failing to assign the burden of proof on Texas Mutual;

• Bruno Martinez was not an employee of Hellas at the time of his death, as the term “employee” is defined in section 401.012(a) of the Texas Labor Code;

• Bruno Martinez was not “in the service” of Hellas as is required by section 401.012(a) of the Texas Labor Code;

• Bruno Martinez was not under a “contract of hire” with Hellas as is required by section 401.012(a) of the Texas Labor Code;

• Hellas did not have the contractual right to control the means or details of Bruno Martinez’s activities or work;

• Hellas did not exercise actual control over the means or details of Bruno Martinez’s activities or work;

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in Re Pedro Martinez and Lydia Gonzalez, Individually and on Behalf of the Estate of Pedro Jovany "Bruno" Martinez, (Tex. Ct. App. 2022).

in Re Pedro Martinez and Lydia Gonzalez, Individually and on Behalf of the Estate of Pedro Jovany "Bruno" Martinez (in Re Pedro Martinez and Lydia Gonzalez, Individually and on Behalf of the Estate of Pedro Jovany "Bruno" Martinez) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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