Wal-Mart Stores, Inc. v. Bertrand

37 S.W.3d 1, 2000 WL 745382
CourtCourt of Appeals of Texas
DecidedAugust 3, 2000
Docket12-99-00156-CV
StatusPublished
Cited by40 cases

This text of 37 S.W.3d 1 (Wal-Mart Stores, Inc. v. Bertrand) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wal-Mart Stores, Inc. v. Bertrand, 37 S.W.3d 1, 2000 WL 745382 (Tex. Ct. App. 2000).

Opinion

JIM WORTHEN, Justice.

Russell E. Bertrand (“Bertrand”) filed suit against Wal-Mart Stores, Inc. (“Wal-Mart”) and Terri Hansen (“Hansen”) 1 for constructive discharge from his position at Wal-Mart on the basis of age, intentional infliction of emotional distress and malicious or reckless conduct. After a jury trial, the court awarded Bertrand judgment against Wal-Mart in the amount of $1,192,005.22, and against Hansen in the amount of $67,588.77. Appellants raise six points of error. 2 We will sustain Appellants’ first two points of error and reverse and render judgment that Bertrand take nothing.

BaCKGROUND

Wal-Mart first hired Bertrand at age forty-one to be an operations manager in its United States distribution system. After his initial training, Bertrand worked as an operations manager in Wal-Mart’s Brookhaven, Mississippi distribution center. He then transferred to another Wal-Mart distribution center in Cullman, Alabama, where he spent about a year. In May of 1994, Bertrand transferred to a soft-lines distribution center in Palestine, Texas, where he worked under the general manager, Michael Shaddix. 3 Bertrand testified he liked working under Shaddix, considered him a friend, and even interacted with him and his wife on a social basis. Bertrand received a raise and what he termed an “acceptable” evaluation from Shaddix in November of 1994. Under Shaddix, Bertrand had started out working the first shift at the soft-lines distribution center, which normally went from 8:00 a.m. to 5:00 p.m. However, after purchasing land and horses in Anderson County, Bertrand approached Shaddix about transferring to the center’s second shift, where he would work from mid-afternoon until after 11:00 p.m. when it officially ended. Shad-dix approved Bertrand’s transfer to the second shift.

In February 1995, Shaddix was transferred to New York by Wal-Mart. He was replaced as general manager at the soft-lines distribution center in Palestine by Terri Hansen, who had been at a Wal-Mart distribution center in Georgia. Hansen had begun working for Wal-Mart as an hourly associate in 1987 and rapidly moved up the corporate ladder to become *5 a distribution center general manager by the time she became Bertrand’s superior in Palestine. It is uncontroverted that Hansen asked Bertrand if he was ready to transfer only a week after taking up the reins of the soft-lines distribution center. Bertrand responded to her that he wanted to make Palestine his permanent home. He explained that his daughter, who was in the fourth grade, had never stayed in one school for more than a year since he joined Wal-Mart and that his family was ready to settle down.

The testimony at trial was overwhelming that Hansen had a different management style than Shaddix. Pam Davis, who was the personnel manager at the soft-lines distribution center and who was on the same management level as Bertrand, testified that she did not believe that Hansen had “a lot of people skills” and that she did not “show that she ha[d] any confidence in any of her managers.” She further stated that Hansen informed the operations managers at the soft-lines distribution centers in one of her first meetings with them that “I am going to tell you right now that if 1 any associate comes to me, I am going to believe them. So, don’t even prepare a defense.” Bertrand testified that Hansen’s management style was “harsh.” He said that her style “made you question everything you did. You never knew when you did anything right. And most of the time you only knew when you did something wrong is when she was almost beating you about the head and shoulders with it.” Davis said that once she and the managers were trying to explain a policy to Hansen which had been implemented under Shaddix, and which they felt was very effective. She said that in response to this, Hansen slammed her hand on the table and said “I don’t want to ever hear his name mentioned here. He doesn’t work here anymore. I do, and I’ll make the decisions.” This testimony, along with that of another operations manager, Rodney Huddleston, established that the middle managers working under Hansen were very unsettled by her style and approach toward them. Davis further testified that there was no difference between how Hansen treated the middle managers over forty and how she treated those under forty. She indicated that she thought Hansen was mean to Bertrand, but said she was also mean to Kevin Harris, an operations manager in his middle thirties.

On June 5, less than four months after assuming the job of general manager, Hansen met with Bertrand to review his job performance and made these notes of their meeting, which were part of the evidence at trial:

Terri Hansen GM 6005 Palestine, Tx.
Subject: Russ Bertrand June 5 th, 1995
At this time we are meeting to discuss the overall performance of the evening shift operation and the opportunities that exist with leadership of Russ Bertrand.
Follow up- Russ has a lack of follow up in the overall operations area.
MR air conditioner- froze up, replace 20 ceiling tiles
TPR-addressed numerous times with coaches
TPR-Handwritten check Old trailers on yard
Two trailers not shipped on holiday week-end
Development and Training of staff and associates
Meetings- balancing workload, specific direction communicating the plan, consistency with other shifts
Technical Knowledge-Details necessary to identify trigger points — no coachings
Direction/Communication-
Breakdown with communications exist
Changes to meeting times- Work days for holiday
Always be at start up meetings.
*6 Told to review at least 3 times a week with GM.
Involvement-
Never here
Never available
Not involved
Associates drinking on parking lot lunch hour shift change
Trigger points
Old PO’s on dock — 5-25-95 6-5-95
5-22-95 Missing FRT
Good Judgement-
Operation as a whole struggling-
[[Image here]]

This meeting resulted in Hansen giving Bertrand a first step of discipline. Wal-Mart had three steps in its disciplinary system before an employee could be terminated, unless moral turpitude were involved.

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37 S.W.3d 1, 2000 WL 745382, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wal-mart-stores-inc-v-bertrand-texapp-2000.