Valdez v. Tri-State Furniture

863 A.2d 1123, 374 N.J. Super. 223
CourtNew Jersey Superior Court Appellate Division
DecidedJanuary 12, 2005
StatusPublished
Cited by9 cases

This text of 863 A.2d 1123 (Valdez v. Tri-State Furniture) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Valdez v. Tri-State Furniture, 863 A.2d 1123, 374 N.J. Super. 223 (N.J. Ct. App. 2005).

Opinion

863 A.2d 1123 (2005)
374 N.J. Super. 223

Jose VALDEZ, Petitioner-Appellant,
v.
TRI-STATE FURNITURE, Respondent-Respondent, and
Federated Department Stores, Respondent-Respondent.

Superior Court of New Jersey, Appellate Division.

Submitted November 9, 2004.
Decided January 12, 2005.

*1125 Frank A. Tobias, Woodbridge, for petitioner-appellant (David Kaplan, Neptune, on the brief).

Edward Hoagland, Somerset, for respondent, Tri-State Furniture (Jurij W. Ratych, New Brunswick, on the brief).

Capehart & Scatchard, Mt. Laurel, for respondent, Federated Department Stores (Anne Hammill, on the brief).

Before Judges SKILLMAN, PARRILLO and GRALL.

The opinion of the court was delivered by

PARRILLO, J.A.D.

Petitioner, Christopher (Jose) Valdez, appeals from an order of the Division of Workers' Compensation that dismissed with prejudice his claim for workman's compensation. In dismissing the claim, the judge held that petitioner failed to prove his injury arose out of and in the course of his employment. Because we find the requisite causal connection between petitioner's injury and employment, we reverse the determination below.

The pertinent facts are as follows. Petitioner began working for respondent, Tri-State Furniture (Tri-State), approximately three months prior to the September 23, 2000 accident that resulted in the subject injury. He was employed primarily as a "wrapper," and his job duties in this capacity included uncrating, unwrapping, repairing, and re-wrapping furniture. As a wrapper, petitioner was not required to operate a forklift.

At the time of the accident, Tri-State was under contract with Federated Department Stores (Federated) to repair and service furniture, which was sold in Federated's department stores. Tri-State, Federated, and a third company, R and M Retail and Manufacturers (R & M), all had *1126 their own workspace within the same warehouse. The warehouse was about 300,000 square feet. Tri-State occupied 10,000 square feet in the front, center area of the building. Its workspace was partly divided from the rest of the building by a firewall, but the warehouse was largely open space. Several forklifts, parked approximately 250 feet away from Tri-State's area, were used primarily by Federated and R & M employees to pick up supplies and carts. These forklifts were not used for moving furniture. Instead, furniture was picked up at the back of the warehouse by machines known as cherry-pickers, which were not operated by Tri-State employees, placed on furniture racks, and eventually transported into Tri-State's area through a pulley system.

On Saturday, September 23, 2000, petitioner was working overtime, helping Tri-State's supervisor of major repairs, Ronnie Montero, construct an office within Tri-State's work space. Petitioner had been working overtime with Montero, his immediate supervisor, for several days, and by that Saturday, the office was nearly 50 percent completed. That particular day, petitioner arrived for work at his normal hour, six or seven a.m., and began performing his regular job duties. In the middle of the day, he joined Montero to work on the office. Their specific tasks included hanging sheetrock on the inside of the office, making holes for the windows, and routing the running wires. Most of the sheetrock was located within feet of the office, but an additional supply was located 150 meters away. George Martinez, the operations manager, wanted Montero and petitioner to finish the work quickly. By 3:30 that afternoon, Montero and petitioner were the only two Tri-State employees left in the warehouse. Even Martinez had left. By four p.m., the warehouse was shut down, leaving only petitioner, Montero, and a few maintenance workers.

Petitioner and Montero continued to work on the office until about six p.m., at which point the interior of the office was 95 percent completed. Around that same time, before clocking out for the day, Montero and petitioner decided to operate the forklifts, which were controlled by Federated and parked in Federated's area. Neither was licensed to operate the equipment, nor had they ever done so. Over the next few minutes, as captured by a surveillance camera, Montero and petitioner each drove a forklift around the warehouse but never approached the office or entered Tri-State's area. In fact, the video showed them driving the forklifts in an unorthodox manner at the opposite end of the warehouse. When petitioner realized that he was not able to operate the forks or fully control the levers, he attempted to park the forklift. In the process, the forklift tipped over and crushed petitioner's leg, which had to be amputated. The accident occurred outside of Tri-State's designated area.

According to Martinez, the operations manager, Tri-State employees were all informed of an unwritten policy prohibiting them from operating the forklifts, although at least one employee, Bill Stuber, was authorized to operate the forklifts and, on occasion, used them to transport supplies to and from Tri-State's area. Another unwritten policy supposedly barred Tri-State employees from venturing outside their employer's designated area, but apparently no penalty was ever imposed for violating the ban. Moreover, Martinez never filed an incident report concerning petitioner's forklift accident.

The circumstances and reasons underlying petitioner's and Montero's use of the forklift on September 23 were somewhat in dispute. Petitioner said he decided to use the forklifts in order to move the sheetrock, and because he thought he would be *1127 more useful if he knew how to operate the equipment. Both he and Montero chose to initially drive away from the office because there was more room for them to maneuver and familiarize themselves with the controls on the other side of the warehouse. Petitioner thought that eventually the forklifts would be helpful in moving the sheetrock piled right outside the office, to make more room for the exterior work they still had to finish, and in transporting the additional sheetrock piled further away. Although he had not previously driven a forklift and did not know how to do so, petitioner denied ever being told not to operate the forklifts, had heard about other employees using them, and actually saw another Tri-State employee named Ramon on the equipment earlier that day.

Montero corroborated much of petitioner's account. Although Montero was not sure whether they needed more sheetrock than that already piled outside the office, he said they decided to try operating the forklifts because the equipment would be helpful if additional sheetrock had to be moved closer. Because they were under pressure to get the office finished quickly, both he and petitioner were planning to come back the next day to finish the work, which would require more sheetrock. Like petitioner, Montero was never told not to operate the forklifts but had not seen a Tri-State employee using one until that morning, when he saw Ramon on one. Yet a third Tri-State employee, Angel Mejia, indicated that, in the past, he had been instructed to move furniture and supplies with the forklifts, even though he had not been trained to operate them. He too had seen Ramon and other Tri-State employees operating the forklifts.

The judge rejected the explanation that the forklifts were intended to move sheetrock to finish the construction.

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863 A.2d 1123, 374 N.J. Super. 223, Counsel Stack Legal Research, https://law.counselstack.com/opinion/valdez-v-tri-state-furniture-njsuperctappdiv-2005.