Lockwood v. Independent School District No. 877

312 N.W.2d 924, 1 Educ. L. Rep. 685, 1981 Minn. LEXIS 1510
CourtSupreme Court of Minnesota
DecidedDecember 4, 1981
Docket51931, 51976
StatusPublished
Cited by19 cases

This text of 312 N.W.2d 924 (Lockwood v. Independent School District No. 877) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lockwood v. Independent School District No. 877, 312 N.W.2d 924, 1 Educ. L. Rep. 685, 1981 Minn. LEXIS 1510 (Mich. 1981).

Opinions

SCOTT, Justice.

At issue for the first time before this court is whether the Minnesota Workers’ Compensation Act affords compensation to an employee who suffers a disabling mental injury caused by work-related mental stress. The Workers’ Compensation Court of Appeals ruled that it does and awarded employee temporary total disability benefits for 28 months. In the absence of a clearly expressed legislative intent that such an injury is compensable, we reverse.

The employee, Ronald K. Lockwood, Sr., was the principal of a senior high school located in Buffalo, Minnesota, from July 1973 until December 1976. From August to December of 1976, Lockwood was on a medical leave from his position. During this period, the Buffalo school district was one of the fastest growing in the state. According to Lockwood, this growth resulted in a significant increase in his duties between 1973 and 1976. These changes included: (1) problems with a new curriculum director; (2) increased student disciplinary problems; (3) the addition of a computer system; and (4) an increase in the size of the faculty. Lockwood stated that his average workday lasted until 11 p. m., with 1 to 1½ hours for dinner.

Lockwood testified that his work duties resulted in his feeling increasingly nervous. In January 1976, the pit of his stomach [925]*925constantly felt like a knot. Lockwood also began to lose weight and had problems sleeping. At the same time, Lockwood began to fall behind in his work. He stated that the outward manifestation of this increasing job pressure was his inability to control his temper. Lockwood used excessive physical violence in disciplining students. This problem was brought to his attention by two lower school principals in the same school building. According to Lockwood, these problems resulted in his taking an extended vacation during the summer of 1976.

Lockwood’s problems were also observed by his stepson, who stated that Lockwood began to strike him over trivial incidents. In addition, one of the lower school principals testified that Lockwood had become short tempered with him and that he saw Lockwood slam a student into a wall.

While he was on vacation during the summer of 1976, a number of improprieties were discovered in invoices signed by Lockwood. This problem was brought to the attention of the superintendent of Independent School District # 877. Lockwood had used school district funds to make improper purchases of items unrelated to school business. When Lockwood returned to school in August of 1976, he was confronted with the problem by the superintendent. Lockwood agreed to return many of the items to the distributors, but used school district funds to pay for the postage. This action made the superintendent think that Lockwood was not in touch with reality. Thereafter, Lockwood agreed to take a medical leave of absence and never returned to work. On August 24, 1976, Lockwood began to see a psychiatrist.

After Lockwood left his job, the school board voted to conduct an audit to determine exactly what inappropriate purchases had been made. The audit resulted in Lockwood being indicted by a grand jury. The criminal charges were later dismissed.

Lockwood’s treatment with the psychiatrist resulted in some improvement in his condition. In June 1977, Lockwood entered a specialty crop class at Suburban Hennepin Vocational Technical Institute. This retraining was approved by both the psychiatrist and a vocational advisor. In December 1978, Lockwood entered into a partnership with relatives and purchased 437 acres of farmland on which to conduct his farming operations.

The medical evidence presented at the workers’ compensation hearing by two psychiatrists was in sharp conflict. Lockwood’s psychiatrist testified that Lockwood suffered from a manic depressive disorder. This mental disease involves a cycle in which the patient is alternately euphoric, overactive, and grandiose, then depressed and despondent. The psychiatrist stated that there is a genetic predisposition to the disorder, but that stress triggers the biochemical reaction causing the disorder. He was of the opinion that the stress of Lockwood’s job caused his mental disorder. On cross-examination, Lockwood’s psychiatrist admitted that the legal proceedings against Lockwood complicated treatment, but was of the opinion that the process of the disease started in the spring of 1976, long before the legal problems.

Employer-insurer’s psychiatrist testified that Lockwood’s problem was a schizophrenic-type reaction. It was his opinion that Lockwood’s illness was precipitated by the criminal action in the fall of 1976 and that it was not work-related. Employer-insurer’s psychiatrist agreed, however, that Lockwood should not return to his position as principal.

Based on this evidence, the compensation judge concluded that Lockwood’s psychological problems arose out of and in the course of his employment. Temporary total disability benefits were awarded from August 16, 1976, to December 17, 1978. The Workers’ Compensation Court of Appeals affirmed. Both Lockwood and the employer-insurer seek review of the Court of Appeals’ decision. Lockwood seeks review of the duration of the temporary total disability benefits. The employer-insurer seeks review of the Court of Appeals’ determination that Lockwood had suffered his mental injury as a result of his job.

[926]*926The salient issue presented is whether a mental injury caused by job-related mental stress without physical trauma is compensa-ble under our workers’ compensation act.

We recognize that coverage under this chapter has been extended to an employee disabled by a mental condition which was the consequence of a work-related physical injury. See Hartman v. Cold Spring Granite Co., 243 Minn. 264, 67 N.W.2d 656 (1954). Coverage has been extended to the widow of an employee who suffered a heart attack which was the consequence of work-related mental stress. See Aker v. State, Dept. of Natural Resources, 282 N.W.2d 533 (Minn. 1979). The Court of Appeals could reasonably have concluded that to award compensation in this case represented a natural and logical progression from these decisions.

We recognize also that, while other courts have differed on the compensability of mental injury caused by work-related mental stimulus, the majority have held that such an injury is compensable. One court has so held upon proof that the employee had an honest, although subjective, belief that his mental injury was caused by work-related stress. DeZiel v. Difco Laboratories, Inc., 403 Mich. 1, 268 N.W.2d 1 (1978). The majority of courts holding that mental injury caused by work-related mental stress or strain is compensable have done so upon proof that the employee was exposed in his employment to stresses beyond the ordinary day-to-day stress to which all employees are exposed. See, e. g., Townsend v. Maine Bureau of Public Safety, 404 A.2d 1014 (Me.1979); Albanese’s Case, 378 Mass. 14, 389 N.E.2d 83 (1979); Swiss Colony, Inc. v. Department of Industry, Labor & Human Relations,

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Lockwood v. Independent School District No. 877
312 N.W.2d 924 (Supreme Court of Minnesota, 1981)

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Bluebook (online)
312 N.W.2d 924, 1 Educ. L. Rep. 685, 1981 Minn. LEXIS 1510, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lockwood-v-independent-school-district-no-877-minn-1981.