Texas Commission on Human Rights, Texas Workforce Commission, David Powell, and Robert Gomez v. Marilou Morrison

381 S.W.3d 533, 55 Tex. Sup. Ct. J. 1419, 2012 WL 3800884, 2012 Tex. LEXIS 750, 115 Fair Empl. Prac. Cas. (BNA) 1721
CourtTexas Supreme Court
DecidedAugust 31, 2012
Docket11-0644
StatusPublished
Cited by40 cases

This text of 381 S.W.3d 533 (Texas Commission on Human Rights, Texas Workforce Commission, David Powell, and Robert Gomez v. Marilou Morrison) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Texas Commission on Human Rights, Texas Workforce Commission, David Powell, and Robert Gomez v. Marilou Morrison, 381 S.W.3d 533, 55 Tex. Sup. Ct. J. 1419, 2012 WL 3800884, 2012 Tex. LEXIS 750, 115 Fair Empl. Prac. Cas. (BNA) 1721 (Tex. 2012).

Opinion

PER CURIAM.

In Casteel, 1 we held that error is presumed harmful and a new trial is required when a trial court submits a broad-form *535 liability question containing both valid and invalid theories of liability because the appellate court cannot determine whether the jury relied on an invalid theory. In this employer retaliation case, a broad-form jury question allowed the jury to find liability based on a legal theory that was jurisdictionally barred and thus could not support liability. As in Casteel, we cannot determine whether the jury relied on the invalid theory. Accordingly, we reverse the judgment of the court of appeals and remand the case for a new trial.

Marilou Morrison began her employment with the Texas Commission on Human Rights (TCHR) in 1991 2 and after several promotions ultimately reached the highest-ranking investigator position. During her employment, TCHR’s longtime executive director retired. According to Morrison, the new executive director made derogatory comments to her about her race and rejected more qualified minority job applicants in favor of hiring white employees. After Morrison applied but was not chosen for a team leader position the following year, she requested TCHR’s information related to the denied promotion. There was conflict between Morrison and her colleagues and supervisors for over two years, 3 culminating in a “severe act of threat and intimidation” that Morrison allegedly perpetrated on Vickie Covington, the employment investigations manager. TCHR terminated Morrison’s employment.

. Morrison filed a charge of discrimination with the Equal Employment Opportunity Commission (EEOC), which included several bases for discrimination but did not include the denied promotion. Morrison then sued TCHR for retaliation. At trial, counsel and various witnesses discussed the denied promotion. During the jury charge conference, the trial court proposed the following question on liability:

Did the Texas Commission on Human Rights (TCHR) take adverse personnel actions against Marilou Morrison because of her opposition to an unlawful discriminatory practice?

The charge did not define “adverse personnel actions.” TCHR objected, arguing the broad-form submission improperly commingled adverse personnel áctions. Specifically, TCHR objected that the term adverse personnel actions would allow the jury to find liability without unanimity because there were multiple occurrences the jury could view as adverse personnel actions. TCHR tendered a liability question that focused solely on the termination. The trial court denied the objection. The jury found TCHR liable for retaliation and awarded $300,000 in compensatory damages. After post-trial hearings, the trial court entered a judgment reinstating Morrison to her position and awarding her $300,000 in compensatory damages, $300,000 in attorney’s fees, and other equitable remedies.

On appeal, TCHR argued, inter alia, that the jury charge allowed a finding of liability based on invalid legal theories. The court of appeals concluded that TCHR waived its objection. 4 346 S.W.3d 838, 848. *536 Because we hold that TCHR did not waive its objection and error is presumed, we reverse and remand for a new trial.

“When a single broad-form liability question erroneously commingles valid and invalid liability theories and the appellant’s objection is timely and specific, the error is harmful when it cannot be determined whether the improperly submitted theories formed the sole basis for the jury’s finding.” Crown Life Ins. Co. v. Casteel, 22 S.W.3d 378, 389 (Tex.2000).

We first address whether TCHR preserved error. Texas Rule of Civil Procedure 274 provides, “[a] party objecting to a charge must point out distinctly the objectionable matter and the grounds of the objection. Any complaint as to a question, definition, or instruction, on account of any defect, omission, or fault in pleading, is waived unless specifically included in the objections.” Tex.R. Civ. P. 274. It is essential that the trial court is put on notice of the complaint “timely and plainly.” State Dep’t of Highways & Pub. Transp. v. Payne, 838 S.W.2d 235, 240-41 (Tex.1992).

The jury was asked:

Did the Texas Commission on Human Rights (TCHR) take adverse personnel actions against Marilou Morrison because of her opposition to an unlawful discriminatory practice?

The charge did not define “adverse personnel actions.” Morrison first contends that TCHR’s only objection to the liability question was that it could result in a non-unanimous verdict. 5 Morrison argues the trial court could not be expected to glean from the language of TCHR’s objection that there was a potential Casteel issue. We disagree. During the charge conference, TCHR argued that the charge lumped TCHR’s different actions together, that the case was “really, about retaliation and termination,” and that it would not be possible to determine what adverse acts would form the basis of the jury’s verdict. This is the problem we identified in Cas- teel—commingling valid and invalid theories of liability in a broad-form question. 22 S.W.3d at 388. This is especially true given that, from the outset of the underlying proceeding, the scope of what adverse personnel actions could form the basis of the suit was a contentious issue. As we have recently stated, Casteel error may be preserved without specifically mentioning Casteel. See Thota v. Young, 366 S.W.3d 678, 691 (Tex.2012) (“[Appellant] did not have to cite or reference Casteel specifically to preserve the right for the appellate court to apply the presumed harm analysis....”).

Morrison also argues TCHR was required to request a correct question or instruction (and that its proposed question was not correct). We disagree. We require only objections, not correct questions, to preserve Casteel error. See, e.g., Romero v. KPH Consol., Inc., 166 S.W.3d 212, 228-29 (Tex.2005). Despite not having the burden to tender a correct question, TCHR submitted a proposed question that would only allow a finding of liability based on Morrison’s termination—again indicating to the Court the over-broad nature of the question. We conclude the trial court was sufficiently put on notice and aware of TCHR’s objection. See Tex. R.App. P. 33.1(a)(1)(A); Thota, 366 S.W.3d at 690 (“[W]e have long favored a common sense application of our procedural rules

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381 S.W.3d 533, 55 Tex. Sup. Ct. J. 1419, 2012 WL 3800884, 2012 Tex. LEXIS 750, 115 Fair Empl. Prac. Cas. (BNA) 1721, Counsel Stack Legal Research, https://law.counselstack.com/opinion/texas-commission-on-human-rights-texas-workforce-commission-david-powell-tex-2012.