Wallace v. Halliburton Co.

1993 OK 24, 850 P.2d 1056, 8 I.E.R. Cas. (BNA) 620, 64 O.B.A.J. 829, 1993 Okla. LEXIS 29, 1993 WL 72017
CourtSupreme Court of Oklahoma
DecidedMarch 16, 1993
Docket70351
StatusPublished
Cited by42 cases

This text of 1993 OK 24 (Wallace v. Halliburton Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wallace v. Halliburton Co., 1993 OK 24, 850 P.2d 1056, 8 I.E.R. Cas. (BNA) 620, 64 O.B.A.J. 829, 1993 Okla. LEXIS 29, 1993 WL 72017 (Okla. 1993).

Opinion

LAVENDER, Vice Chief Justice.

Three issues are presented for our consideration. The first question is whether the trial court erred in overruling Appellants’ motion for a directed verdict and new trial. We must then determine if the jury should have been permitted to award punitive damages and if so, whether the correct statute was applied. Finally, we must resolve the question of whether Appellee was entitled to attorneys fees.

Jeffery Paul Wallace (Claimant/Appel-lee), an employee of Halliburton, (Defendant/Appellant) was injured on the job on January 8, 1985. On February 16, 1985, Wallace filed a workers’ compensation claim. He was fired from his job on March 30, 1985.

In March 1986, Wallace filed suit in district court alleging he was discharged in retaliation for filing the workers’ compensation claim. Wallace sought actual and punitive damages under 85 O.S.1981 §§ 5 & 6. 1 Halliburton denied that Wallace was *1058 fired for filing the workers’ compensation claim. The company maintained that Wallace was dismissed because of a general slow down in the oil business.

The jury found for Wallace and awarded him $12,000.00 in actual damages and $42,-000.00 in punitive damages. Halliburton’s motion for a new trial was overruled. The trial court awarded Wallace attorneys’ fees. The judge determined City National Bank v. Owens, 2 and Christian v. American Home Assurance Co., 3 provided for such an exception to the American Rule wherein each party is expected to pay its own attorney fee. The court of appeals affirmed the trial court. This court previously granted certiorari.

I.

We have ruled on the issue of retaliatory discharge more than once. In Thompson v. Medley Material Handling, Inc., 4 this court adopted a test for establishing when an employee was discharged for exercising rights under the Workers’ Compensation Act. We held:

If retaliation plays a significant part in an employer’s decision to place an employee among a list of those to be laid off for economic reasons, that employee has been discharged because of the exercise of rights granted under statute. We hold that when retaliatory motivations comprise a significant factor in an employer’s decision to terminate an employee, even though other legitimate reasons exist to justify the termination, the discharge violates the intent of section 5. 5

We further stated that although in eases of this nature, the evidence would be mostly circumstantial, the evidence must at be least sufficient to support a legal inference the discharge was significantly motivated by retaliation for exercising one’s statutory rights. 6 Otherwise, we noted, any employer could be subjected to a jury trial based purely on the coincidence of a discharged employee who had at sometime filed a Workers’ Compensation claim. 7

The facts of the Thompson case are distinguishable from the case before us. Thompson performed long haul trucking for Medley Material Handling. After his on-the-job injury on August 23, 1982, he filed a claim for Workers’ Compensation benefits. Thompson returned to work after his injury, however, he was unable to perform his job because of his disability. He was offered a different position but at the same salary because of his disability and this led to disputes with his supervisors. 8

Medley terminated Thompson’s employment on December 6, 1982 citing a necessity for a company-wide reduction in staff due to the decline in the oil industry. Thompson’s evaluations up to the time of his injury were favorable and he had the most seniority in the service department.

*1059 The jury returned a verdict in Thompson’s favor and the Court of Appeals affirmed. We determined, however, that taking the evidence in the light most favorable to Thompson, he failed to prove that his termination and the filing of his claim were at all connected other than to establish that the two events happened approximately six weeks apart. It is true, that timing may be evidence of a retaliatory discharge. For example, where a claim is filed one day and the employee is discharged in a relatively short time span. However, timing does not by itself give rise to the level of evidence required to establish a prima facie case. In Thompson, the timing of his discharge was basically all he relied upon.

We reaffirmed Thompson in Elzey v. Forrest, 9 and again in Buckner v. General Motors Corp. 10 In Elzey we said that an employee does not have to meet a “but for” standard, however, we ruled that the evidence must do more than show that the filing of the claim was only one of many possible factors resulting in his discharge. In Buckner, we expanded on the various burdens that must be met by both the employee and employer in a retaliatory discharge action and again reaffirmed the “significant factor” requirement first expounded in Thompson.

Buckner said the employee must prove: 1) employment; 2) a job related injury; 3) medical treatment so that the employer is put on notice or a good faith start of Workers’ compensation proceedings and; 4) consequent termination. Of course, following our earlier Thompson findings discussed herein, whether there was a consequent termination is dependent upon the employee producing evidence as would give rise to a legal inference the discharge was significantly motivated by retaliation for the employee exercising statutory rights. 11

II.

In the case before us, Halliburton admits the first three Buckner elements. However, the company asserts that there was insufficient evidence to support a legal inference it was significantly motivated to discharge Wallace in retaliation for his filing a claim under the Workers’ Compensation Act, i.e. the consequent termination. After reviewing all the evidence, we disagree.

Wallace submitted evidence that he was fired thirty-seven days after filing his claim and that his supervisors knew or should have known of his injury and claim. Prior to his injury, he had been rated competent or commendable in most areas of his work and had recently received a raise and a promotion. There was no evidence that Wallace could not perform his job upon returning to work.

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Bluebook (online)
1993 OK 24, 850 P.2d 1056, 8 I.E.R. Cas. (BNA) 620, 64 O.B.A.J. 829, 1993 Okla. LEXIS 29, 1993 WL 72017, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wallace-v-halliburton-co-okla-1993.