Stephens v. County of Tulare

134 P.3d 288, 43 Cal. Rptr. 3d 302, 38 Cal. 4th 793, 25 I.E.R. Cas. (BNA) 182, 71 Cal. Comp. Cases 571, 2006 Daily Journal DAR 6386, 2006 Cal. Daily Op. Serv. 4367, 2006 Cal. LEXIS 6228
CourtCalifornia Supreme Court
DecidedMay 25, 2006
DocketS129794
StatusPublished
Cited by23 cases

This text of 134 P.3d 288 (Stephens v. County of Tulare) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stephens v. County of Tulare, 134 P.3d 288, 43 Cal. Rptr. 3d 302, 38 Cal. 4th 793, 25 I.E.R. Cas. (BNA) 182, 71 Cal. Comp. Cases 571, 2006 Daily Journal DAR 6386, 2006 Cal. Daily Op. Serv. 4367, 2006 Cal. LEXIS 6228 (Cal. 2006).

Opinion

Opinion

WERDEGAR, J.

We must decide whether a county employee was dismissed for disability within the meaning of Government Code section 31725. If he was so dismissed, because the county board of retirement ruled he was not entitled to a disability retirement the county would be required to reinstate him to his old job, together with back wages and benefits. Because we conclude the trial court ruled correctly that the employee was not dismissed from his job, we reverse the decision of the Court of Appeal.

FACTS

John Stephens began working for the Tulare County Sheriff-Coroner as a detention specialist III in December 1994. He was assigned to the Bob Wiley Detention Facility, where his job entailed working on the floors with jail inmates, transporting inmates, and writing reports. His job also required him to carry a firearm. In the course of his duties, in 1995 he suffered an injury to his right thumb. In 1996 he injured his thumb again and spent some time away from work. When he returned to work, his employer modified his job to “light duty” pursuant to the recommendation of his physician, Dr. John Edwards. In this new position, Stephens was assigned to a housing unit control room, requiring him to open and close the security doors in the jail for the other detention officers by pushing buttons using both hands. It was anticipated that when the jail became fully staffed, Stephens would rotate into the central control room, where his work would also involve pushing a button to open a security door. Captain Janet Perryman testified that the button-pushing duties in the control room of a housing unit and in the central control room were not significantly different.

When Stephens complained his modified light duty was inconsistent with the limitations recommended by Dr. Edwards, he was examined by a hand specialist. The specialist’s June 17, 1997, report acknowledged Dr. Edwards’s recommendation “that the client perform no longer than 15-20 minutes of upper extremity activity at one period of time and then have a break,” but *797 concluded: “Currently the control room officer job is adhering to this prescription. The client is able to do 5-15 minutes of hand tasks and then patrol the control room for one to five minutes without using his hands. The client does use his hands frequently but not at a constant rate and is able to take a break after 15-20 minutes of hand activity.” (Italics added.) Following this report, Stephens apparently continued in his modified light-duty position and was in fact rotated into the central control room.

Stephens testified that in September 1997, while performing this modified light duty, Sergeant Montoya, one of his supervising sergeants, approached him and asked how he was doing. Stephens told him his thumb was bothering him, but he denied he asked Sergeant Montoya to be relieved.

Sergeant Sheri Lehner, another of Stephens’s supervising sergeants, also testified to events occurring in September 1997. She reported that Stephens had approached her and complained that “there was a misunderstanding as to what his light duty was supposed to be,” and that “he was suffering from pain in his thumb, due to his job assignment.” Sergeant Lehner confirmed that, following a shift, Stephens’s thumb was in fact red and swollen. He told her he was not supposed to use his thumb for more than 15 minutes at a time. Because persons performing Stephens’s job worked 12-hour shifts, Sergeant Lehner thought it would be infeasible for Stephens to take a break every 15 minutes.

Sergeant Lehner also testified that Stephens told her not to be “surprised when things start happening” when he was rotated from the housing unit control room into the central control room, that he would call his lawyer, and he would “own the County” because in his last lawsuit, which was successful, the trial court had informed everyone that reassigning him would be considered a discriminatory act. 1 Stephens boasted of his attorney’s legal prowess and said that “this time we’ll sue for money.” Sergeant Lehner reported this conversation to her superiors.

In light of Stephens’s complaints, Captain Perryman sent him a letter that forms the basis of his claim he was dismissed from his job. The letter, dated September 12, 1997, stated in pertinent part:

“You have been working in a modified work assignment (light duty) at the Bob Wiley Detention Facility due to an injury to your right hand. Your doctor, John Edwards, has described your restrictions as ‘no inmate contact, some right hand activities—no more than (2) hours per day, writing limitations of 15-20 minute intervals, no power gripping or pulling of the right *798 hand.’ The Department has made efforts to accommodate your return to work and reviewed job assignments and duties performed in the Division. The tasks required in operating a control room at the facility appeared to accommodate the doctor’s listed restrictions for use of your right hand. You have in fact worked in a housing control room for sometime [sic].
“On 9-8-97 you notified Sergeant C. Lehner that you believed there was a misunderstanding about your light duty and the restrictions. It was your opinion that working in Central Control would result in compromising those restrictions.
“You were assigned to Central Control and given the task of training Detention Service Officer Rosario. You worked Central Control and when going off duty on 9-10-97 you spoke to Sergeants Lehner and Montoya. You were asked how your hand was and responded that it was swollen.
“Because of your statements we believe that we will not be able to provide a modified work assignment at this time. This letter is to confirm to you that you are not to return to work until further notice. At such time as your condition improves and you are able to return to work with no restrictions, or improves to the point that you are able to perform the ‘light duty’ tasks required in Central Control without further complaint or injury, you will be expected to submit time sheets reflecting OFF DUTY/SICK/PERSONAL. I understand you have an open job injury claim for this problem ([Lab. Code, §] 4850) that has yet to be resolved. Until notified by Worker’s Compensation we will expect your time sheets to reflect use of your personal sick leave.”

Captain Perryman testified: 2 “The letter was generated ... to make sure that [Stephens] understood that our concern for him was that we not further injure his thumb. And that he needed to do what had to be done in terms of returning] to work, with no restrictions, as a . . . Detention Specialist [III], which is commonly referred to as a gun-toter. Or to be well to the point where he could serve in the capacity of a Detention Service Officer, which is the light-duty position that we had temporarily provided him with.” Captain Perryman further testified she did not intend the letter to be a “dismissal from employment”; it was her understanding the letter left open the possibility of Stephens’s return to work in either a light-duty capacity or performing the full range of duties as a detention specialist III.

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Bluebook (online)
134 P.3d 288, 43 Cal. Rptr. 3d 302, 38 Cal. 4th 793, 25 I.E.R. Cas. (BNA) 182, 71 Cal. Comp. Cases 571, 2006 Daily Journal DAR 6386, 2006 Cal. Daily Op. Serv. 4367, 2006 Cal. LEXIS 6228, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stephens-v-county-of-tulare-cal-2006.