American Protection Insurance Company v. Liana Leordeanu ( 2009 )


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  •       TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN
    ON MOTION FOR REHEARING
    NO. 03-06-00529-CV
    American Protection Insurance Company, Appellant
    v.
    Liana Leordeanu, Appellee
    FROM THE DISTRICT COURT OF TRAVIS COUNTY, 201ST JUDICIAL DISTRICT
    NO. D-1-GN-04-001199, HONORABLE MARGARET A. COOPER, JUDGE PRESIDING
    DISSENTING OPINION
    I withdraw my previous dissenting opinion and substitute the following opinion on
    rehearing. Liana Leordeanu was a pharmaceutical sales representative injured in an accident while
    driving from a business dinner to a storage unit to unload and reorganize the sales materials in her
    company car. This case hinges on a single issue: Was Leordeanu in the course and scope of her
    employment at the time of her injury? The jury answered the question in the affirmative. Because
    there is ample evidence to support the jury’s finding, and the evidence is legally and factually
    sufficient, I would affirm the judgment.
    Workers’ compensation benefits are recoverable only where the death or injury in
    question occurs in the course and scope of the employee’s employment. Deatherage v. International
    Ins. Co., 
    615 S.W.2d 181
    , 182 (Tex. 1981). “‘Course and scope of employment’ means an activity
    of any kind or character that has to do with and originates in the work, business, trade, or profession
    of the employer and that is performed by an employee while engaged in or about the furtherance of
    the affairs or business of the employer.” Tex. Lab. Code Ann. § 401.011(12) (West 2006). This
    statutory term includes activities “conducted on the premises of the employer or at other locations.”
    
    Id. (emphasis added).
    Work that is directed or authorized by the employer is within the course of
    employment regardless of whether the work benefits the employer’s business. Burkett v. Welborn,
    
    42 S.W.3d 282
    , 287-88 (Tex. App.—Texarkana 2001, no pet.). An injury “arises out of”
    employment if it would not have occurred if the conditions and obligations of employment had not
    placed the claimant in harm’s way. Texas Workers’ Comp. Ins. Fund v. Simon, 
    980 S.W.2d 730
    ,
    735-36 (Tex. App.—San Antonio 1998, no pet.).
    It is well settled that courts should construe the Workers’ Compensation Act to carry
    out the legislature’s evident purpose of compensating injured workers and their dependents. Texas
    Workers’ Compensation Comm’n v. Patient Advocates of Tex., 
    136 S.W.3d 643
    , 652 (Tex. 2004);
    Ackerson v. Claredon Nat. Ins. Co., 
    160 S.W.3d 273
    , 275 (Tex. App.—Austin 2005, pet. denied).
    Its provisions “should not be hedged about with a strict construction but should be given a liberal
    construction to carry out its evident purpose.” Lujan v. Houston Gen. Ins. Co., 756 S.W.2d. 295,
    297 (Tex. 1998) (quoting Yeldell v. Holiday Hills Ret. & Nursing Ctr., Inc., 
    701 S.W.2d 243
    , 245
    (Tex.1985)).
    With regard to traveling salespersons like Leordeanu, Texas has adopted the
    “continuous coverage principle.” See Shelton v. Standard Ins. Co., 
    389 S.W.2d 290
    , 292-93
    2
    (Tex. 1985); Aetna Cas. & Sur. Co. v. Orgon, 
    721 S.W.2d 572
    , 574-75 (Tex. App.—Austin 1986,
    writ ref’d n.r.e.). As explained by Professor Larson and adopted by this Court in Orgon:
    Employees whose work entails travel away from the employer’s premises are held
    in the majority of jurisdictions to be within the course of their employment
    continuously during the trip, except when a distinct depart[ure] on a personal errand
    is shown.
    
    Orgon, 721 S.W.2d at 574-75
    (quoting 1A A. Larson, Workmen’s Compensation Law § 25.00
    (1985)). This Court recognized in Orgon that the “‘continuous coverage principle’ is the prevailing
    view throughout the United States.” See 
    id. (citing cases).
    Under this principle, Leordeanu’s injury
    would be compensable because there was no evidence of a distinct departure on a personal errand
    at the time of her injury. See 
    id. The majority
    begins its analysis from the vantage point of another well-established
    rule: Ordinarily an employee is not within the course and scope of his employment when he is
    injured going to and coming from work. Tex. Lab. Code Ann. § 401.011(12)(A); Evans v. Illinois
    Employers Ins., 
    790 S.W.2d 302
    , 304 (Tex. 1990); Texas Gen. Indem. Co. v. Bottom, 
    365 S.W.2d 350
    , 353 (Tex. 1963). The rationale for this rule is that such injuries do not arise out of a person’s
    employment, but are suffered as a consequence of the risk to which all traveling persons are exposed.
    Evans, 790 at S.W.2d at 304. But this is not a “coming and going” case; it is a traveling salesperson
    case. See 
    Shelton, 389 S.W.2d at 292-93
    (recognizing distinction between “going to or returning
    from” case and cases involving traveling salesmen). As a traveling salesperson without a fixed place
    of employment, the risk to Leordeanu was inherent in the employment itself. See United States Fid.
    & Guar. Co. v. Lowry, 
    231 S.W. 818
    , 823 (Tex. Civ. App.—Austin 1921, no writ). An injury is
    3
    deemed to arise out of employment if the conditions of employment put the claimant at a greater risk
    of injury by virtue of his travel. The neutral risk of an automobile accident is causally related to
    employment if it involves an employee whose duties increase his exposure to such a hazard. “The
    problem in each case is to determine whether the relationship between the travel and the employment
    is so close that it can fairly be said that the injury had to do with and originated in the work, business,
    trade or profession of the employer.” 
    Shelton, 398 S.W.2d at 292
    .
    Moreover, even if we viewed this as a “coming and going” case, there are some
    exceptions to this general rule. Transportation to and from the place of employment may be in the
    course and scope of employment if the transportation is furnished as part of the contract of
    employment or is paid for by the employer. Tex. Lab. Code Ann. § 401.011(12)(A)(i); 
    Bottom, 365 S.W.2d at 353-54
    ; see also Poole v. Westchester Fire Ins. Co., 
    830 S.W.2d 183
    , 185-87
    (Tex. App.—San Antonio 1992, writ denied) (issue of fact as to whether sales manager on way to
    work in company car with logo fell within exception to general commute rule). The key issue in
    determining whether compensation is available for an injury incurred while traveling to or from work
    under this exception is whether the employer’s furnishing or paying for the transportation was an
    integral part of the employment contract or merely an accommodation to the employee. In the
    former case, the injury is within the course of employment and is compensable; in the latter, it is not.
    See Rose v. Odiorne, 
    795 S.W.2d 210
    , 214-15 (Tex. App.—Austin 1990, writ denied) (oil rig
    employee entitled to compensation if employer’s transportation plan was essential for transporting
    employees to remote job site, benefitted employer, and was needed to operate rig). There is no
    4
    dispute that Leordeanu’s employer furnished and/or paid for Leordeanu’s transportation. Thus, as
    a matter of law, this exception applies and renders Leordeanu’s injury compensable under the statute.
    The majority, however, rejects application of the “continuous coverage principle” and
    the employer provided transportation exception in labor code section 401.011(12)(A)(i) in favor of
    an analysis under labor code section 401.011(12)(B).1          Known as the “dual purpose rule,”
    section 401.011(12)(B) of the labor code addresses situations in which an employee is injured while
    traveling for both personal and business reasons. Tex. Lab. Code Ann. § 401.011(12)(B). The rule
    provides that injuries incurred during travel for the dual purpose of furthering the affairs or business
    of the employer and of furthering the employee’s personal or private affairs shall not be deemed in
    the course of employment unless (1) the trip to the place of the accident would have been made even
    had there been no personal or private affairs of the employee to be furthered by the trip, and (2) the
    trip would not have been made had there been no affairs or business of the employer to be furthered
    by the trip. Id.; Janak v. Texas Employers’ Ins. Ass’n, 
    381 S.W.2d 176
    , 180-81 (Tex. 1964); Wausau
    1
    The majority suggests that it is improper to address the application of the “continuous
    coverage principle” because the appellee raises this argument for the first time in this Court on
    rehearing.     See American Prot. Ins. Co. v. Leordeanu, ___ S.W.3d ___, ___ n.8,
    No. 03-06-00529-CV, slip op. at 15 n.8 (Tex. App.—Austin Feb. 13, 2009). While the majority is
    correct that an appellate court will not generally consider arguments raised for the first time on
    rehearing, an exception exists when an appellee fails to advance an argument because he is
    attempting to preserve the judgment of a lower court. Chesshir v. First State Bank of Morton, Tex.,
    
    620 S.W.2d 101
    , 101-02 (Tex. 1981) (per curiam); Estate of Lindburg v. Mount Pleasant Indep. Sch.
    Dist., 
    746 S.W.2d 257
    , 260 (Tex. App.—Texarkana 1988, no writ). In this case, Leordeanu received
    a favorable judgment below and, therefore, had no duty to complain in the trial court, much less raise
    an alternative theory of recovery on appeal. See Boyce Iron Works, Inc. v. Southwestern Bell Tel.
    Co., 
    747 S.W.2d 785
    , 787 (Tex. 1988).
    5
    Underwriters Ins. Co. v. Potter, 
    807 S.W.2d 419
    , 422-23 (Tex. App.—Beaumont 1991, writ denied).
    Texas courts have held that to be entitled to workers’ compensation benefits in dual purpose
    situations, the employee or his survivors must satisfy both prongs of the dual purpose rule.
    
    Janak, 381 S.W.2d at 180
    ; Tramel v. State Farm Fire & Cas. Co., 
    830 S.W.2d 754
    , 756
    (Tex. App.—Fort Worth 1992, writ denied).
    Citing to Evans that an employee’s trip from “work to home” was “purely personal”
    and to Tramel “noting that an employee’s trip from home to work serves ‘private, personal
    purpose[s],’” the majority concludes that Leordeanu’s travel from the restaurant on the night in
    question was for both business and personal purposes, and that she did not satisfy both prongs of the
    dual purpose test. Although arguing that “this is a simple case involving a single issue,” American
    Protection variously urges that (i) unless the motivating purpose for the travel to the place of
    occurrence of the accident is a work purpose, travel in service of a personal purpose is not covered
    under the Act, (ii) travel from work to home is inherently personal, and (iii) the work must be the
    primary reason for the travel, without which reason, the trip would not have occurred. American
    Protection acknowledges that Leordeanu submitted sufficient evidence to prove a business reason
    for the trip, but asserts that unless she “can show that she would have not returned to home on the
    evening of her accident,” she is not entitled to recovery under the Act.
    We will sustain no-evidence points of error only if the record shows (1) a complete
    absence of evidence of a vital fact; (2) rules of law or rules of evidence bar the appellate court from
    giving weight to the only evidence offered to prove a vital fact; (3) the evidence offered to prove a
    vital fact is no more than a mere scintilla; or (4) the evidence conclusively establishes the opposite
    6
    of a vital fact. City of Keller v. Wilson, 
    168 S.W.3d 802
    , 810-11 (Tex. 2005). We must view the
    evidence in the light most favorable to the verdict, crediting favorable evidence where reasonable
    jurors could, and disregarding contrary evidence unless reasonable jurors could not. 
    Id. at 827.
    The
    final test for legal sufficiency must always be whether the evidence at trial would allow reasonable
    and fair-minded people to reach the verdict under review. 
    Id. “It is
    the court’s charge, not some
    other unidentified law, that measures the sufficiency of the evidence when the opposing party fails
    to object to the charge.”     Soto v. Seven Seventeen HBE Corp., 
    52 S.W.3d 201
    , 209-10
    (Tex. App.—Houston [14th Dist.] 2000, no. pet.) (quoting Osterberg v. Peca, 
    12 S.W.2d 31
    , 55
    (Tex. 2000)).
    The trial court rejected American Protection’s motion for summary judgment
    asserting that the dual purpose rule barred Leordeanu’s claim for benefits “because there has been
    no evidence offered that Ms. Leordeanu would not have gone home (that she would have abandoned
    the trip home) absent a business reason for going to the [storage unit] . . . .” As the trial court
    correctly recognized in denying summary judgment, the disputed question as to whether Leordeanu
    was acting within the course and scope of employment was a question for the jury.
    The evidence showed that, as a traveling pharmaceutical sales representative,
    Leordeanu marketed pharmaceutical products to pharmacies and approximately 400 doctors in a
    designated territory that included Austin, Bastrop, La Grange, New Braunfels, and San Marcos.
    According to her testimony, Leordeanu often hosted physicians and their staffs at work-related
    events at local restaurants. Her job description included calling on doctors, hosting events, and
    marketing to doctors, pharmacies and their staffs. Each sales call was reported to the company and
    7
    the job contemplated extensive administrative tasks, including documenting each contact,
    distributing and accounting for manufacturers’ samples, and submitting expense reports. To
    accomplish these administrative tasks, Leordeanu maintained a home office in her apartment.
    American Protection adduced testimony from a representative of the employer that
    Leordeanu’s place of employment was her home and that the company did not maintain an office
    in the State of Texas. Leordeanu converted an extra room into her home office where she maintained
    office equipment, including a computer, printer, and facsimile machine—all paid for and maintained
    by the company. She also maintained sales materials and manuals in her home office. Another sales
    representative testified that each sales representative has a similar setup. Leordeanu did her
    extensive paperwork in her home office. She sometimes did paperwork at night and on the weekend.
    The company also provided Leordeanu with a company vehicle for which it paid for business-related
    gas and repair expenses.
    Each sales representative also had the option of maintaining a storage area in his
    home for which he was paid a monthly stipend or maintaining a separate storage unit off site which
    was paid for by the company. Leordeanu opted to maintain a storage unit in a nearby storage facility
    that was temperature controlled. She stored samples and marketing materials and kept no personal
    items in the storage unit. The storage unit was on the road to her home. She would go to her storage
    unit frequently, “twice a day,” “quite a few times,” often on weekends. A representative of her
    employer testified that it was at her discretion when to go to the storage unit.
    On the day of the accident, Leordeanu completed a sales call at a doctor's office in
    Bastrop and then drove to La Feria Restaurant in Austin to host a dinner for medical personnel. It
    8
    is undisputed that the event at the La Feria Restaurant was hosted by the company and was a
    company event. It was a “standard” event for a customer. Approximately ten employees and the
    doctor from the clinic attended. The sales representatives often hosted similar events each week that
    were considered part of their work.
    Leordeanu testified that on the evening of the accident, after the restaurant event, she
    was going first to her storage unit to unload and organize her car and was then headed home to
    complete an “hour, hour and a half of paperwork, to enter the calls for the day.” Although
    Leordeanu was a well-regarded employee, she had received an unfavorable report for her
    administrative “paperwork” tasks. Thus, she testified that she had a “serious deadline” that night
    because she was going out of town and needed to put her paperwork in the mail the next day so it
    would be received by her district manager on time: “I had to put that stuff in the mail to him that
    Friday. It had to be done.” She recognized her performance on administrative tasks was “not where
    it should be,” and that she had a deadline she had to meet.
    After dinner, Leordeanu traveled from South Austin via Loop 360, a major artery,
    intending to exit at F.M. 2222. The route to the storage unit was also in the direction of her home.
    Before she reached the storage unit, and while she was still on Loop 360, Leordeanu suffered serious
    injuries in a car accident.
    If facts raise the dual purpose doctrine for injury incurred during travel, the jury—as
    it was here—must be instructed as to the dual purpose rule.2 Wausau 
    Underwriters, 807 S.W.2d at 2
             Where evidence of dual purposes existed and the court did not include a charge, it was
    reversed. See, e.g., Wausau Underwriters Ins. Co. v. Potter, 
    807 S.W.2d 419
    , 422-23
    (Tex. App.—Beaumont 1991, writ denied). Despite the fact that this case may not raise the issue
    9
    422-23; Texas Workers’ Comp. Ins. Fund v. Bridwell, No. 14-02-00643-CV, 2003 Tex. App. LEXIS
    9443 at *6-7 (Tex. App.—Houston [14th Dist.] Nov. 6, 2003, no pet.) (mem. op., not designated for
    publication); Argonaut Sw. Ins. Co. v. Brewer, No. 09-93-005-CV, 
    1994 WL 312909
    at *4 (Tex.
    App.—Beaumont June 30, 1994, writ denied) (mem. op., not designated for publication). As the
    trial judge correctly recognized, the determination of whether the evidence adduced at trial
    establishes that an employee was in the course and scope of employment is a fact question for the
    jury. The jury answered this fact question in a general verdict, finding that Leordeanu was in the
    course and scope of her employment at the time she was injured. American Protection did not
    challenge the instruction, and the instruction is consistent with this Court’s analyses of the dual
    purpose rule as it applies in the context of the course and scope of employment. Nor is it disputed
    that the court’s instruction to the jury provided an accurate statement of the law. If American
    Protection had desired findings other than the general verdict, it could have posed separate questions
    to the jury. See Tex. R. Civ. P. 278. It did not. The disputed question was whether the plaintiff was
    acting within the course and scope of employment; this was a question for the jury to which the
    parties sought a general verdict.
    Just as driving in a company car festooned with a company logo does not necessarily
    bring the employee within coverage of the Act, neither does the fact that the employee will
    eventually end up at home at the close of day exclude him from coverage. If an employee is injured
    while running an errand for the employer either on the way to work or on the way home from work,
    the controlling issue remains whether the employee was in the course and scope of his employment.
    of dual purpose travel and require such a charge, the cautious trial court gave one.
    10
    One court reasoned that the inquiry requires the fact finder to determine during which segment of
    the trip the injury occurred—the segment between the errand and work or the segment between the
    errand and home.       St. Paul Fire & Marine Ins.        Co. v. Confer, 
    956 S.W.2d 825
    , 830
    (Tex. App.—San Antonio 1997, pet. denied). In its well-reasoned analysis of a case similar to this
    one, the San Antonio court of appeals upheld a jury verdict that an employee was in the course and
    scope of his employment when he had an accident that occurred while he was driving to a store for
    office supplies after which he would have driven home. 
    Id. As in
    this case, in Confer, the route
    home coincided with the route to the business errand. The majority does not distinguish Confer, but
    finds that it “departs” from the statute.
    The court in Confer parsed a difficult statute concluding that the “controlling issue
    should be whether the employee is traveling on behalf of his employer at the time of the accident,
    not on what road he happens to be traveling.” 
    Id. at 830.
    The court reasoned that the fact that the
    office supply store happened to be along the same route as the employee’s route home “should be
    of little consequence.” 
    Id. at 829.
    Both Confer and Leordeanu were traveling on major highway
    arteries—Confer on Interstate Highway 35 and Leordeanu on Loop 360. As the Confer court
    correctly asked: “Why should the result be any different if [the office supply company] had been
    located somewhere off of Interstate 35, forcing Dr. Confer to travel away from his regular route?”
    There is no language in the statute suggesting that the legislature intended such a random factor to
    inform its statutory scheme. Nor can one assume that the fact that Leordeanu organized her sales
    travels and chores to eventually end up at home just off of Loop 360 would automatically exclude
    her from coverage. But this is not even a Confer case. This is a traveling sales representative case.
    11
    By the majority’s reasoning, Leordeanu was on a dual purpose trip that would exclude
    her from coverage when she left the doctor’s office in Bastrop for the business dinner in Austin.
    Even though she was traveling from one business errand to another, and was clearly in the course
    and scope of employment, she was also traveling the same route that she would have to traverse to
    return to her home in Austin later that night even in the absence of a business purpose. Under the
    majority’s erroneous application of the statute, this trip would be no different than her trip from the
    restaurant to the storage unit. Both the storage unit and restaurant were mere stops on a trip that
    would ultimately take her home. The issue is not whether she would end up at home at the end of
    her workday—most workers do. The issue is whether she was in the course and scope of her
    employment at the time of her accident.
    The majority’s reading makes it impossible for the statute to achieve its legislative
    purpose by extirpating its provisions for persons without a fixed workplace. The coming and going
    rule originates from the proposition that an injury occurring while using the public streets or
    highways in commuting to and from work is non-compensable because the employee is not exposed
    to any risk of the workplace that any other driver is not exposed to. A different situation is presented
    when an injury occurs as the result of travel pursuant to express or implied requirements of an
    employment contract. Jecker v. Western Alliance Ins. Co., 
    369 S.W.2d 776
    , 779 (Tex. 1963),
    overruled on other grounds by McKelvy v. Barber, 
    381 S.W.2d 59
    (Tex.1964); see also 
    Lowry, 231 S.W. at 822-23
    . The rationale for the exception is that since it is the employment that exposes
    the employee to the risks of the public streets and highways, his injuries arise from the employment.
    Jecker, 369 S.W.2d. at 778; see also 
    Lowry, 231 S.W. at 822-23
    . Further, the statutory definition
    12
    of course and scope of employment contemplates coverage for activities conducted on the work
    premises and “at other locations.” Tex. Lab. Code Ann. § 401.011(12). When travel upon public
    roadways is an integral or necessary part of one’s employment, and it is as much a part of one’s work
    as the actual arrival at a workplace—or if there is no actual workplace other than a home
    office—travel is an element of the employment, and courts have held that such traveling is in the
    course and scope of employment. See, e.g., 
    Jecker, 369 S.W.2d at 776
    (holding that salesman’s
    death was compensable when he was in accident on return trip from a service call); Employee Cas.
    Co. v. Hutchinson, 
    814 S.W.2d 539
    (Tex. App.—Austin 1991, no writ) (holding that dual purpose
    rule did not bar recovery for customer service employee killed in an accident on trip from family
    reunion to customer’s home); 
    Lowry, 231 S.W. at 823
    (holding that salesman’s death was
    compensable when he was in auto accident while returning home from business trip).
    It would defeat the legislative scheme to simply label all travel in the direction of
    home as “inherently personal” and automatically exclude it from coverage under the dual purpose
    rule. Surely, a salesperson who organized his stops from the furthest stop to the closest one to home
    and began his work with the stop at the longest distance from home cannot be said to be excluded
    by the dual purpose rule as he works his way home.
    This is not a typical commuter case. Leordeanu was a traveling sales representative
    who worked out of her car, storage unit, and home office. Unlike the normal commuter who travels
    to and from a set place, or places, of employment, she was directed in her employment to travel from
    place to place within her designated territory on a daily basis. On the day of her injury she traveled
    13
    to a health care provider’s office in Austin, to offices in Bastrop, back to a restaurant in Austin, and
    was then injured in an accident as she drove towards her employer’s storage unit after 9 p.m.
    Leordeanu is not like a normal commuter, and was not injured as a consequence of
    a risk to which all traveling persons are exposed. The risk to Leordeanu was inherent in the
    employment itself. See 
    Lowry, 231 S.W. at 823
    (holding that death of salesman in auto accident
    while returning home from business trip was within course and scope of employment because
    salesman, although paid on commissions, was employee, not independent contractor);
    see also 
    Shelton, 389 S.W.2d at 292-93
    (injury arises out of the work or business of employer when
    it results from risk or hazard which is necessarily inherent in the conduct of such work or business).
    Her accident arose out of the traveling nature of her employment. See 
    Shelton, 389 S.W.2d at 292-93
    ; 
    Lowry, 231 S.W. at 823
    . It arose from an activity that “originates in the work, business,
    trade, or profession of the employer and that is performed by an employee while engaged in or about
    the furtherance of the affairs or business of the employer.” See Tex. Lab. Code Ann. § 401.011(12).
    More than sufficient evidence was provided at trial for the jury to find that, at the time of her
    accident, Leordeanu was traveling from a business dinner to a storage unit, and even then to her
    home office, for the sole purpose of furthering her employer’s affairs.
    The jury’s finding is in accord with Evans and other cases relied on by the majority.
    In Evans, the Texas Supreme Court held that an employee’s death was not compensable when he was
    killed in an accident on his way to a pre-work safety meeting because he had not yet “begun work”
    and coverage was therefore barred under the coming and going 
    rule. 790 S.W.2d at 305
    . The court
    14
    stated, however, that the death would have been compensable if the accident had occurred between
    the safety meeting and the work site. 
    Id. In Tramel,
    the Fort Worth court of appeals held that an injury was not compensable
    when the employee was injured during her regular trip to the bank on behalf of her employer before
    
    work. 830 S.W.2d at 757
    . The accident occurred on a point in the trip that she would have traveled
    on her way from home to either the bank or work. 
    Id. Unlike the
    employees in both of these cases,
    Leordeanu was not merely driving to work at the time of her injury but was in fact in the course and
    scope of her employment as a traveling pharmaceutical sales representative. See 
    Orgon, 721 S.W.2d at 575
    ; 
    Lowry, 231 S.W. at 823
    . Once she began her work for the day, Leordeanu’s situation became
    analogous to the Evans court’s hypothetical in which the employee injury was compensable because
    it occurred during travel between the pre-work safety meeting and the work site. This case is even
    more compelling as Leordeanu operated out of her home office and storage facility and drove a
    company car.
    The facts of the present case are more like those in Meyer v. Western Fire Ins. Co.,
    
    425 S.W.2d 628
    , 629 (Tex. 1968), than Evans or Tramel. In Meyer, the Texas Supreme Court held
    that an employee’s accident on the way to work was in the course and scope of employment when
    the employee had taken work-related phone calls from home before departing. 
    Id. at 629.
    The
    employee was a service supervisor who worked partly at home, partly at his employer’s office, and
    partly in making service calls to homes built by his employer. 
    Id. He drove
    his own vehicle and had
    discretion as to when he made his service calls. He was not required to stop by the office at any
    given time, but tried to stop by once a day to pick up messages. 
    Id. The court
    framed the question
    15
    whether he was already working at the time of the accident or whether he was merely on his way to
    work. 
    Id. at 628.
    In determining whether his accident was in the course and scope of employment,
    the court reflected on the legislature’s adoption of the “coming and going” and “dual purpose” rules:
    [T]he Legislature surely did not intend to provide that an employee whose
    employment requires him to travel at his own expense in his own automobile on
    streets and highways, either constantly or intermittently, should be denied
    compensation if accidently injured while thus exposed to risks growing out of his
    employment. Any such holding would be wholly unjust to salesmen, servicemen,
    repairmen, deliverymen, and a host of others who may be required to use their own
    automobiles in their work, and would be a strict rather than a liberal interpretation
    of the Workmen’s Compensation Act.
    
    Id. at 630
    (quoting 
    Jecker, 369 S.W.2d at 779
    ). The court held that there was evidence that the
    employee was impliedly directed in his employment to travel to the office on the day of the accident
    and that the dual purpose rule did not bar him from recovering benefits. 
    Id. at 630
    -31.
    In a similar manner to the employee in Meyer, Leordeanu worked partly in making
    sales calls, partly out of her storage facility, and partly at home. She had discretion as to when she
    would make her calls, and as the employee in Meyer did, she would visit the storage unit on a regular
    basis in the course of her duties. Unlike the employee in Meyer, Leordeanu was furnished with a
    company car she used to further her employer’s affairs—making the case that her accident was in
    the course and scope of employment even more compelling. Leordeanu is precisely the kind of
    employee that the Jecker and Meyer courts warned would be unjustly denied recovery under a “strict
    rather than a liberal interpretation” of the statute. See 
    id. The majority
    is correct that the statute is semantically challenging. But the trial court
    gave a correct statement of the law in its instruction and identified the ultimate destination for the
    16
    jury’s journey. The jury accomplished the task it was asked to do. Because the evidence in this case,
    assessed under the appropriate standard, was clearly sufficient to support the jury’s finding of course
    and scope of employment, I respectfully dissent.
    __________________________________________
    Jan P. Patterson, Justice
    Before Justices Patterson, Pemberton, and Waldrop
    Filed: February 13, 2009
    17
    

Document Info

Docket Number: 03-06-00529-CV

Filed Date: 2/13/2009

Precedential Status: Precedential

Modified Date: 9/6/2015

Authorities (24)

Yeldell v. Holiday Hills Retirement and Nursing Center, Inc. , 701 S.W.2d 243 ( 1985 )

City of Keller v. Wilson , 168 S.W.3d 802 ( 2005 )

Texas Workers' Compensation Commission v. Patient Advocates ... , 136 S.W.3d 643 ( 2004 )

Jecker v. Western Alliance Insurance Company , 369 S.W.2d 776 ( 1963 )

Texas General Indemnity Company v. Bottom , 365 S.W.2d 350 ( 1963 )

Janak v. TEXAS EMPLOYERS'INSURANCE ASSOCIATION , 381 S.W.2d 176 ( 1964 )

Soto v. Seven Seventeen HBE Corp. , 52 S.W.3d 201 ( 2000 )

St. Paul Fire and Marine Ins. Co. v. Confer , 956 S.W.2d 825 ( 1997 )

Evans v. Illinois Employers Insurance of Wausau , 790 S.W.2d 302 ( 1990 )

McKelvy v. Barber , 381 S.W.2d 59 ( 1964 )

Chesshir v. First State Bank of Morton, Tex. , 620 S.W.2d 101 ( 1981 )

Boyce Iron Works, Inc. v. Southwestern Bell Telephone Co. , 747 S.W.2d 785 ( 1988 )

Meyer v. Western Fire Insurance Co. , 425 S.W.2d 628 ( 1968 )

Deatherage v. International Insurance Co. , 615 S.W.2d 181 ( 1981 )

Estate of Lindburg v. Mount Pleasant Independent School ... , 746 S.W.2d 257 ( 1987 )

Employers Casualty Co. v. Hutchinson , 814 S.W.2d 539 ( 1991 )

Burkett v. Welborn , 42 S.W.3d 282 ( 2001 )

Wausau Underwriters Insurance Co. v. Potter , 807 S.W.2d 419 ( 1991 )

Tramel v. State Farm Fire & Casualty Co. , 830 S.W.2d 754 ( 1992 )

Texas Workers' Compensation Insurance Fund v. Simon , 980 S.W.2d 730 ( 1998 )

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